{"id":27673,"date":"2019-10-14T12:41:31","date_gmt":"2019-10-14T17:41:31","guid":{"rendered":"https:\/\/salesv4.aligntoday.com\/blog\/introducing-align-team-security-features\/"},"modified":"2023-08-08T07:09:55","modified_gmt":"2023-08-08T12:09:55","slug":"introducing-align-team-security-features","status":"publish","type":"post","link":"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/","title":{"rendered":"Introducing Align Team Security Features"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1224px;margin-left: calc(-2% \/ 2 );margin-right: calc(-2% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:0.98%;--awb-margin-bottom-large:0px;--awb-spacing-left-large:0.98%;--awb-width-medium:100%;--awb-spacing-right-medium:0.98%;--awb-spacing-left-medium:0.98%;--awb-width-small:100%;--awb-spacing-right-small:0.98%;--awb-spacing-left-small:0.98%;\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p><em>Written by: <a href=\"https:\/\/medium.com\/@joseph.muething\">Joey Muething<\/a>, Align Product Manager<\/em><\/p>\n<p><span data-preserver-spaces=\"true\">We were excited to release Align&#8217;s Team Security features to all users this month after a beta test period this past summer.\u00a0\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Align&#8217;s methodology advocates transparency and open communication within your organization. But from listening to our customers&#8217; feedback, we&#8217;ve also realized that larger companies sometimes need to be able to compartmentalize their strategic planning and priority execution into smaller, private groups.\u00a0<\/span><\/p>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">Overview of Team Security Features<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">To better understand who these features are for and what problems they solve, I have illustrated use cases in a summary below:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some examples of asks we\u2019ve gotten this year:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The executive team should have its own One Page Strategic Plan as part of its quarterly planning.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The East Coast and West Coast offices should have their own sets of Priorities. Members of each office can only view their own Priorities, while the executive team gets visibility into both.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The marketing team should have their own set of Critical Numbers, specific to their new top departmental priority in the upcoming quarter.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Some requests have been for <\/span><b>visibility control<\/b><span style=\"font-weight: 400;\">, the flexibility to control who has access to certain information in Align. Other requests have not been about visibility, but simply <\/span><b>organization<\/b><span style=\"font-weight: 400;\">, letting smaller teams within an organization in Align have their own individualized strategic planning documents and tools.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In response to these customer conversations, we\u2019ve launched a set of new features collectively called <\/span><strong>Teams Security<\/strong><span style=\"font-weight: 400;\">. With Teams Security, you are now able to do the following things in Align:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limit visibility of a Priority to one or more Teams.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limit visibility of a Task to one or more Teams.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limit visibility of a Task to a chosen set of users.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create a Team-specific One Page Strategic Plan, and make it visible to the whole company.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create a Team-specific One Page Strategic Plan, and limit visibility to just the Team.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create a Team-specific set of Critical Numbers, and make it visible to the whole company.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create a Team-specific set of Critical Numbers, and limit visibility to just the Team.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In all of these cases, a \u201cTeam\u201d consists of all members of a Huddle Group. For example, the 12 members of the \u201cMarketing Daily Huddle\u201d would be their own Team and have the ability to create Team-specific objects.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Next, I\u2019m going to take you through three examples of how users in our Beta period have already used Team Security features.<\/span><\/p>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">Use Case 1 &#8211; Top-Down Fundraising<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">One of our customers was interested in controlling the visibility of their Quarterly Priorities at the Team level. Their company\u2019s main focus in the coming quarter was a considerable fundraising effort across all their regional offices. Leaders at the central office were responsible for overseeing regional offices, each of which had a certain goal amount for the quarter. Within each regional office, team leaders managed one or more field teams of fundraisers. Each field team (usually 3-5 people) was encouraged to work together, review each other\u2019s goals, and help if someone was falling behind.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, in previous quarters, the organization had trouble keeping individual field teams focused on their own goals. Too much time and anxious energy was spent watching how other teams were doing compared to their own team. The central and regional leaders wanted a way to have a full view themselves into the whole fundraising setup, but ensure that field teams were focusing just on their own efforts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Team Security offered a great chance to capture this use case and add focus to this customer\u2019s strategic setup.\u00a0<\/span><b><\/b><\/p>\n<div id=\"attachment_6363\" style=\"width: 626px\" class=\"wp-caption alignnone\"><img decoding=\"async\" aria-describedby=\"caption-attachment-6363\" class=\"lazyload wp-image-6363 size-full\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27616%27%20height%3D%27476%27%20viewBox%3D%270%200%20616%20476%27%3E%3Crect%20width%3D%27616%27%20height%3D%27476%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2019\/10\/blog_visibility_priority-1.gif\" alt=\"Control team access to your quarterly Priorities\" width=\"616\" height=\"476\" \/><p id=\"caption-attachment-6363\" class=\"wp-caption-text\">Control team access to your quarterly Priorities<\/p><\/div>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">Use Case 2 &#8211; Merging Company Operations<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The next customer, who has been a longtime Align customer, has grown their company size substantially throughout their time on Align. As a result, they\u2019ve onboarded different departments in their organization onto Align at different times over the last couple of years. For various historical reasons, each department was set up as a separate account in Align.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In talking with this customer over their reasons for setting things up this way, we found out (somewhat surprisingly) that the original purpose was <\/span><i><span style=\"font-weight: 400;\">not<\/span><\/i><span style=\"font-weight: 400;\"> to control access to information between different departments. They\u2019d love for the Marketing team to see how the Sales Strategy Team was doing on their quarterly Priorities. However, before Team Security was introduced, they were faced with two problems if they were to operate all departments in a single account:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Aggregating and reporting on all of a department\u2019s Priorities would be difficult<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Separate Departments wouldn\u2019t be able to have their own One Page Strategic Plans.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Team Security solved both of these problems by:<\/span><\/p>\n<ul>\n<li>Allowing filtered Reports to allow quick check-ins on an individual Team&#8217;s status<\/li>\n<li>Managing edits for each department&#8217;s own One Page Strategic Plan<\/li>\n<\/ul>\n<div id=\"attachment_6366\" style=\"width: 1046px\" class=\"wp-caption alignnone\"><img decoding=\"async\" aria-describedby=\"caption-attachment-6366\" class=\"lazyload wp-image-6366 size-full\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271036%27%20height%3D%27462%27%20viewBox%3D%270%200%201036%20462%27%3E%3Crect%20width%3D%271036%27%20height%3D%27462%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2019\/10\/blog_OPSP-2-1.gif\" alt=\"Teams can have their own strategic planning documents\" width=\"1036\" height=\"462\" \/><p id=\"caption-attachment-6366\" class=\"wp-caption-text\">Teams can have their own strategic planning documents<\/p><\/div>\n<div class=\"mceTemp\">\u00a0<\/div>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">Use Case 3 &#8211; Drafting Strategic Plans<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">This last example came from&#8230;ourselves! We&#8217;re big believers in the value the Align framework gives growing companies, so we use Align every day. With that comes the potential for a feature to solve one of our own problems.\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">In our case, our tech team had a recurring issue with planning and drafting our Team Priorities and Strategic Plans for the next business period. Ultimately, we want the whole business to have insight into our Team-level goals. But we didn&#8217;t want to set external expectations while we were still debating them internally in draft-mode. During the period between our planning session and our deadline to set our quarterly priorities, our tech team would work together to finalize our team priorities. While we recognized they were in draft mode, other teams did not realize that the descriptions and details, which were vague, were unfinished. Nor did external departments understand that the numbers behind our proposed KPIs were fluctuating as team members shared data that informed our decision making. We needed to have a place to collaborate as a team in setting the final priorities and KPIs that we could stand behind and deliver on during the next quarter.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">We ended up using Team Security to solve this problem. While in planning mode for a new quarter, all our Teams&#8217; Priorities and Plans were made private. As soon as we finalized our them, we made them public again, so everyone in the business could see them.<\/span><\/p>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">What&#8217;s Next?<\/span><\/h2>\n<p>Along with Teams Security, we also released another new feature: Project Tags. Tags are user-generated labels that allow you to organize your goals and meetings around specific projects or themes. Tagging your strategic items can provide more focus and clarity for your team.<\/p>\n<p>Look out for a similar post about this new feature next week.<\/p>\n<p>Want to know more about Team Security in Align?<\/p>\n<p><a href=\"https:\/\/aligntoday.com\/align-teams-faq\/\" target=\"_blank\" rel=\"noopener noreferrer\">Check out our FAQ page<\/a><\/p>\n<p><a href=\"https:\/\/aligntoday.com\/webinars\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sign up for one of our webinars<\/a>. On October 22nd and 23rd, Align Advisor and resident planning guru Emmy German will explain ways you can use these features to add flexibility and depth to your team&#8217;s strategic planning and goal management.<\/p>\n<p><span style=\"font-weight: 400;\">Not a user, but want to see what we\u2019re about?<\/span><\/p>\n<p><a id=\"cta_button_5092641_4749ea8c-4620-4270-9bd9-31229b6e665c\" class=\"cta_button Button__large\" title=\"SCHEDULE A DEMO\" href=\"https:\/\/aligntoday.com\/product\/demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">SCHEDULE A DEMO<\/a><\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":33,"featured_media":13862,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[269,124,77,81],"tags":[155,119,72,156,78,126,149],"class_list":["post-27673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-execution","category-product","category-strategy","category-task-management","tag-large-companies","tag-priorities","tag-product","tag-security","tag-strategy","tag-task-management","tag-teams"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.3.1 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Introducing Align Team Security Features<\/title>\n<meta name=\"description\" content=\"Insights and integrations can be a game changer for a SaaS product. Read our vision for how we&#039;ll incorporate these features in Align.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introducing Align Team Security Features\" \/>\n<meta property=\"og:url\" content=\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/\" \/>\n<meta property=\"og:site_name\" content=\"Align\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/alignme\" \/>\n<meta property=\"article:published_time\" content=\"2019-10-14T17:41:31+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-08T12:09:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2019\/10\/Align-Team-Security-Features.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"768\" \/>\n\t<meta property=\"og:image:height\" content=\"1152\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Haley Pegg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@aligntoday\" \/>\n<meta name=\"twitter:site\" content=\"@aligntoday\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/\"},\"author\":{\"name\":\"Haley Pegg\",\"@id\":\"https:\/\/aligntoday.com\/#\/schema\/person\/3218ee7a8845b33a16fd03d7bcd5ac1c\"},\"headline\":\"Introducing Align Team Security Features\",\"datePublished\":\"2019-10-14T17:41:31+00:00\",\"dateModified\":\"2023-08-08T12:09:55+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/\"},\"wordCount\":1449,\"publisher\":{\"@id\":\"https:\/\/aligntoday.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/aligntoday.com\/wp-content\/uploads\/2019\/10\/Align-Team-Security-Features.jpg\",\"keywords\":[\"large companies\",\"priorities\",\"product\",\"security\",\"strategy\",\"task management\",\"teams\"],\"articleSection\":[\"Execution\",\"Product\",\"Strategy\",\"Task Management\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/\",\"url\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/\",\"name\":\"Introducing Align Team Security Features\",\"isPartOf\":{\"@id\":\"https:\/\/aligntoday.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/aligntoday.com\/blog\/introducing-align-team-security-features\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/aligntoday.com\/wp-content\/uploads\/2019\/10\/Align-Team-Security-Features.jpg\",\"datePublished\":\"2019-10-14T17:41:31+00:00\",\"dateModified\":\"2023-08-08T12:09:55+00:00\",\"description\":\"Insights and integrations can be a game changer for a SaaS product. 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