Getting Started with LeadFirst - An Overview with Links to the Most Important Articles

Getting Help

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Install the desktop app

Installing the LeadFirst Windows Desktop App and pinning it to your taskbar will give you the fastest, easiest way to access the system going forward. 

Get LeadFirst on your mobile device

LeadFirst mobile connects you with every plan, meeting, dashboard, and message throughout your organization, including your personal To-Do List. Finally, you can be on top of your most important priorities wherever and whenever you need access to them. 

Your individual plan

Your Individual Plan is your home screen and where you will primarily work from.

MORs (Measured Ongoing Responsibilities)

In the LeadFirst Management System,  Measured Ongoing Responsibilities (MORs) define the key functions you need to be good at.

• Every MOR has a quantifiable measure that tracks the performance of the area of responsibility.
• So a MOR is the larger area of responsibility and the measure is your current metric to track the performance of this area.
• Your individual plan will likely have three to five MORs, and together they describe all the key areas you manage. You can think of MORs as the main responsibilities in your job description.

Projects

• Projects are time-boxed, meaning they have clear start and end dates.
• A project is anything beyond your normal ongoing operational activities (aka your MORs).
• The most important part of setting up a new project is defining its outcome. 

Status reporting

LeadFirst wants to help your team establish the habit of proactively reporting the current status of their work. LeadFirst has two status controls, State and Stage

• State reporting is a way to identify issues before they become larger problems (green, yellow, or red)
• Stage controls the flow of work to other team members (i.e. changing a project from Draft to Proposed).

To-do list

• It functions as your Inbox for MORs, projects, and actions assigned to you.
• The list is prioritized by the next time you want to do something about each item.

Self check-in on your individual plan

• Gets you current on what happened last week
• Gets you clear on your top priorities for the coming week
• Helps you communicate proactively to your manager and your team

1. Review, update statuses and add progress comments for the MOR and projects in your plan.
2. Prioritize your To-Do List.
3. Write a summary comment to update your manager on how your work is going.

Work breakdowns

• You can then pull any high-level MORs or projects from the breakdown into any plan where you can actively manage them.
• Layout significant projects with the details your team needs while keeping your plans clean and focused on the big rocks.

Meetings

It is no secret that meetings can suck your team's time and energy. You have a great opportunity to make your meetings more effective and efficient, which all of your team members will appreciate.

Quarterly 1:1 check-in

The Quarterly Check-in process is a solution for managers and team members to help them sync up, learn from the past quarter, and plan the next.