Quick tips on initial set-up...

  • ๐Ÿก Create a new "Team" for each of your direct reports' teams here. For example, you could create a team in your account for the Marketing Team, the Design Team, and the Engineering team.

  • ๐Ÿ“ฏ Make a personal announcement to your direct reports. You want your direct reports to feel excited about KYT โ€“ not "another thing" that they feel obligated to use. To get folks eager to use KYT, you'll want to make a personal announcement to your direct reports about KYT โ€“ how it's something you've found useful for you as a manager, and you wanted to give them the option to use it to help support them. You might even mention that you'll be paying for it for them so it won't come out of their team budget, etc.

  • ๐Ÿงข Add each of your direct reports into KYT here, ensure they are assigned to their corresponding team, and make sure they are a "Manager" in KYT. As a Manager, they'll have the ability to hold 1:1 meetings with their own team, run Heartbeat Check-ins, etc. Keep in mind that all private notes and 1:1 notes + agendas are private, you won't have to worry about them viewing your own private notes, 1:1 notes, etc.

  • ๐Ÿ˜Ž After adding your direct reports, encourage them to explore KYT on their own for a week or two. Then, have your direct reports add their own team members to their own specific team. Enabling them to add their own team helps give them agency about how they want to announce KYT to their own team + use the tools.

You can create a brand new team here.

Then, you'll want to make sure you add the corresponding manager to that team.

Here are a few other resources to get the most out of "Teams":

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