1. CREATE AN ORGANIZATION

WHAT IS A LEAN AGILE INTELLIGENCE ORGANIZATION?

A Lean Agile Intelligence Organization is a unique instance for your organization’s content and users upon initial login

STEPS TO CREATE AN ORGANIZATION

  1. At the Sign up/Login Screen, sign up with a new username and email

  2. Check email for activation link and select when received

  3. Enter Organization details when prompted via PopUp


2. CREATE A GROUP

WHAT IS A LEAN AGILE INTELLIGENCE GROUP?

  • “Groups” consist of multiple teams and allow organization members to see aggregate results across multiple teams

    1. Some examples of “Groups” are Business Units, Component Units, or Programs

STEPS TO CREATE A GROUP

  1. Select the “Create Group” button

  2. Enter a Group Name

  3. If you want it to be a subgroup of another group, select a parent group.

  4. Select Save

3. CREATE AN ENTITY

WHAT IS A LEAN AGILE INTELLIGENCE ENTITY?

  • An “Entity” is an individual, group of individuals, team, or group of teams that will take a “Self-Assessment.”

    • There are Three Types of Entities to choose from:

      • Individual

      • Team

      • Agile At Scale

    • Use the “Individual” entity when you wish to have one person take the “Self-Assessment” or a group of people who wish to take an assessment based on an individual role. For example, a Scrum Master wishing to self-assess should be assigned an “Individual” entity type even if you have a large number of scrum members take the assessment. As the assessment would be focused on an individual’s goals, the “Individual” entity type should be used.

    • Use the “Team” entity when you wish to have a team take a “Self-Assessment” on criteria related to a team. An example of this would be a scrum team taking a scrum assessment.

    • Use the “Agile At Scale” entity when you wish to go beyond a person or team and have programs, portfolios, or teams of teams take a “Self-Assessment.”

STEPS TO CREATE AN ENTITY

  1. Select the “Create Entity” button and enter a name, select next

  2. Select the Entity Type

  3. If you want this entity to belong to a Group, select the Group, and select save. If you want it to just belong to the Organization, just select save

4. INVITE MEMBERS

WHAT IS A LEAN AGILE INTELLIGENCE MEMBER?

  • “Members” of an “Organization” are those that will participate in an assessment and/or analyze “Results.”

    • They are considered “Members”. This is different than “Participant Only” users who DO NOT need to be invited but can only participate in assessments with no other functionality.

    • Note in order for “Members” to become part of an “Organization”, they have to be invited by the “Admin” and if needed, an “Admin” can re-invite ”Members”  who have not yet accepted by selecting the “Re-Invite” button, this includes previously deleted members.

    • Members have the ability to set up entities and groups. They can launch templates and customize them. They can also create templates from scratch using over 200 ot-of-the-box practices or create their own.

    • Members have the ability to view all dashboards and results, reference sources, and have access to LAI coaching tools such as the Outcome Improvement Model Canvas and the Outcome Improvement/Coaching Model Template.

STEPS TO INVITE A MEMBER

  1. Enter an email address and display name

  2. Select the “+” button for as many people as you would like to invite

  3. When you are finished adding people, select the add button

5. MEMBER ATTRIBUTES

WHAT ARE THE LEAN AGILE INTELLIGENCE MEMBER ATTRIBUTE

  • Status:

    • Active: Member can access LAI and is included in the billing

    • Inactive: Member can no longer access LAI and is not included in the billing

    • Pending: Waiting on a member to confirm the account via email (Will not be able to participate until Active)

Note: Attributes can be assigned to all members, including Pending Members

  • Entity Role (Optional):

    • Role of “Entity”

  •  Permissions:

    • Admin: Permission to all functionality including conducting “Self-Assessments” and “Organization” setup. They can view all “Entity” results

    • Super User: Permission to build “Assessments Templates,” conduct “Self-Assessments”, and view all “Entity” results

    • Facilitator: Permission to conduct assessments and review results for all assigned entities. If assigned to all entities in a group, group results will be viewable. Facilitators have read-only access to the template builder.

    • Team Member (Default): Permission to participate in “Self-Assessments,” and view results from the entities they are assigned to

  • Members can be deleted via selecting “Delete”.

    Note: Members cannot be deleted if an assessment is currently in progress

    Note: A deleted member can be re-invited to the organization

  • Filter by Entity by choosing from the filter drop-down menu and selecting the “Filter” option

    Note: “None” in the entity filter will return all members that are not assigned to an entity