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Guides for getting set up and getting the most out of LeaderKit.
Getting started
Getting started with LeaderKit
Sign up, open your workspace and use your 14-day free trial.
ReadThe Ignition checklist explained
What each step of the Ignition onboarding checklist covers.
ReadInviting your team and managing seats
Invite people to your workspace, revoke access and change how many seats you pay for.
ReadSwitching between workspaces
Move between the workspaces you belong to.
ReadUsing LeaderKit
Building your Roadmap
Set out Purpose, Vision, Values and the other Roadmap sections, then add annual strategies and goals.
ReadGoals, KPIs and key actions: adding owners and deadlines
Add goals with owners, deadlines, KPIs and statuses, and link key actions to them.
ReadComments and accountability updates
Keep everyone up to date with comments on goals and key actions.
ReadUsing Ariki, the AI assistant
How to use Ariki in Planning, Roadmap and board packs, and how Ariki credits work.
ReadImporting your strategic plan from the Excel template
Upload the completed LeaderKit Excel strategy template to create your plan.
ReadBoard pack: creating and printing
Create a board pack snapshot of your Roadmap and share it with your board.
ReadSearch your strategy, roadmap, goals and actions
Find roadmap text, annual strategies, goals and key actions across all roadmap years in your workspace.
ReadMy Pulse: what needs your attention
See your overdue and off-track goals and key actions in one place, with a snapshot of their current status and your saved KPIs.
ReadMicrosoft Teams
Set up LeaderKit in Microsoft Teams: guide for your IT admin
Three steps for your Microsoft 365 or Teams admin to install and pin LeaderKit.
ReadLinking your LeaderKit account in Teams
Connect your Teams account to LeaderKit, automatically by email or with a link code.
ReadUsing the My goals tab and the Open in Teams button
See your open goals in Teams and manage your reminders.
ReadOptional channel tab for team meeting prep and the weekly digest
Add LeaderKit to a team channel for meeting prep, the weekly digest and the Goal & action review meeting.
ReadTeams troubleshooting
Fix common problems with LeaderKit in Microsoft Teams.
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