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Setting-Up Strety: A Complete Guide to Getting Started
Setting-Up Strety: A Complete Guide to Getting Started
Derek Weaver avatar
Written by Derek Weaver
Updated over a week ago

You've just logged into Strety for the first time, you're pumped - finally a tool that will help your organization implement & run EOS/Business Operating System (BOS) more effectively, efficiently, and with focus - and you see this screen. Now what?

Whether you are new to EOS/BOS or you've never used a system to manage it, this guide will walk you though our recommendations on how to approach setting-up Strety the right way, the first time, so you can implement and roll-out Strety to your team in no time

Establish a Pilot or Testing Team

When implementing any new SaaS tool, it's best to start with a pilot or testing team then scale-up after a few meeting cycles. Typically this will be your Leadership team but it can be any group that likes to influence process and will provide quality feedback

By default, there will be a Leadership team already created in your account. You can use that team if your pilot team is made up of leadership members or you can create a new team for this purpose.

If you're new-ish to EOS/BOS structure, we recommend creating a new team for this purpose. Know you can always re-assign any items you add to a real team down the road - this just creates a clean & clear-cut partition between real and test teams as you get familiar

If you opt for the test team route, create your test team & add your test team members

Add Data

Once we have set-up our pilot or test team, it's time to populate it with information and data as we begin to build towards that first L10 meeting. From your pilot or test team's home page, click into any of the tools and create the first Rocks, Scorecard Metrics, To-Dos, Headlines, and Issues

Our Recommendations:

  • Rocks: Add 2-3. Include an example of both a Status Only (EOS Style Rock) & Status & progress for Numerical Value Rock

    • Rocks are typically the highest priorities for the next 90-days

    • Rocks should be set for the organization and at the team level

    • Rocks should be S.M.A.R.T: specific, measureable, attainable, realistic, and timely

  • Scorecards: Add 2-3. Backfill the last 1-2 weeks with a numerical check-in so there is data ready to review in your first L10

    • Weekly metrics should measure progress and let you know that work is being done that leads towards your desired outcomes

    • No need to track everything, each team typically has 5-15 metrics they should be tracking on a weekly basis

    • Add context to your check-ins and spend less time getting everyone up to speed in your L10

  • To-Dos: Add a handful. Typically these are tasks that deserve accountability but shouldn't linger open for more than 7-14 days

    • To-Dos can be created from almost anywhere in Strety - From within Rocks, Issues, Headlines, 1x1s, or any Agenda Item

    • Create tasks & tickets to avoid duplicative work by integrating Strety To-Dos with Microsoft Planner, Connectwise, Autotask, or Halo PSA (see section below)

  • Headlines: Add 1-2. Typically these are announcements that require little to know follow-up; more of a DYK type message

  • Issues: Add 2-3. Typically these are problems, ideas, or opportunities that need input from others in order to be resolved.

    • Other examples: an obstacle for someone on the team, a broken system, a missing step in a process, a customer complaint, or an employee grumbling

    • Short-term Issues are for things you plan to resolve this quarter

    • Long-term Issues are things you need to resolve, but may not be ready to tackle yet.

Once everything has been added, click back to your pilot or test team overview page to see how everything looks

With your data added, some of you may be ready to run your first L10. However, there are a few more Strety features to call-out in order to make Strety an interoperable part of your tool stack

Set Up Integrations

Strety integrates where your work happens. That means Microsoft Teams, Planner, Connectwise, Autotask, and Halo (and more on the way). In order to truly take advantage of all Strety has to offer, we recommend integrating before you begin to run your meetings

Microsoft Teams

If your organization lives in MS Teams, we encourage you to use the Strety App in Teams - no need for another silo'd tool. All we need is for a global admin to grant the required permissions then anyone invited to Strety will be able to use Strety within MS Teams.

For more on how, check out this article: Microsoft Permissions

Microsoft Planner, Connectwise, Autotask, Halo PSA

For many To-Dos that originate within Strety, the work happens somewhere else. In efforts to reduce duplicative work and meet people where they actually work, we have a growing list of platforms you can create, link, and bi-directionally sync To-Dos with:

The best part is when those tickets or tasks are completed within those platforms, the To-Do will automatically complete back in Strety

Run your first L10

With data entered and integration(s) configured, you're ready to run your first Strety L10. Navigate to the Agendas tab from your pilot or test team page and click into the active L10 agenda

Customize your L10 Agenda

Not all teams run EOS/BOS or their L10 meetings by the book. Strety gives you the option to set custom durations for each section, toggle on/off sections, reorder sections, and even add custom sections to your L10 agendas so you can fully control what gets discussed in the most important meeting of your week

Run the L10

Once you have your L10 configured how you want it, you're ready to run your first L10! Click Start Agenda, mark who is attendance, and use the Next nav button in the top right to progress through the meeting

As you move through each section, notice the timer counting up in the left agenda pane. As the allocated time nears, the timer will turn red letting you know it's time to wrap-up that section.

At any point throughout the meeting, you're also able to create a To-Do, cascade a message to other teams, and take notes. Take advantage of the features during the meeting rather than after. You can also trigger a tangent alert if things start to deviate too far off track as good natured way to get everyone to refocus.

The Issues section is typically where teams spend the majority of their L10 time. We recommend giving everyone a couple minutes to review the issue list and vote for the issues they feel are highest priority. Everyone gets (3) votes. We show a vote counter in the top right so you know once everyone in attendance has exercised their full voting power. Once the votes are in, click the Votes column header for a quick sort and begin to tackle your issue list.

You can merge related Issues, send Issues to other teams, cascade a message from an Issue, and convert short to long and long to short by clicking the 3-dot menu of any Issue from your L10. Again, do this during the meeting, not after.

We believe it's important to celebrate the wins - big and small - and resolving issues should be seen as a win. Hopefully you are able to resolve a few during your first L10. If you want to take your celebrations up a notch, you can customize the confetti settings from your personal profile and make it rain emojis across your screen.

You can disable confetti anytime if or when meetings require a more formal tone

Conclude the L10

The conclusion page serves as both a meeting review and an opportunity for housekeeping. On it, you'll see a list of To-Dos that remain open, any cascading messages that were sent out during the L10, a rating section where everyone in attendance can provide rankings and add context, as well as option to have Strety auto-archive any resolved issues and discussed headlines (recommended).

Upon concluding the meeting, you'll see a meeting summary page. The summary is sent out via email to everyone on the team whether they were in attendance or not - making it easy for everyone to stay aligned on what was discussed that day.

We'll show you total meeting time, # of attendees/absentees, # of tangents, average ranking, an issues report, a Headline report, and an aggregated set of notes from anyone who took them throughout the meeting

When you navigate back to then pilot or test teams Agenda tab, you'll see the competed agenda in the Past Agendas section and the the current - or next - iteration of the L10 ready in the Active Agendas section

Agenda Types: Fixed vs Custom

Fixed Agendas

Fixed Agendas have pre-set sections that automatically pull your team's data into them and are built to provide out-of-the-box structure for the biggest meetings of your week, quarter, and year. The following are agendas considered fixed:

  • L10

  • Quarterly Planning

  • Annual Planning: Day 1 & 2

However, Fixed Agendas are still customizable. You can toggle on/off sections, change the order of the sections, and even add custom sections to your Quarterly & Annual Agendas in the same way you can with your L10s

Custom Agendas

Custom Agendas are created empty allowing you to build your meeting agenda from scratch. Meetings such as 1x1s, daily huddles, project planning, project reviews, or post-mortems are ideal use cases for custom agendas.

To setup a custom agenda, click Create Agenda from your pilot or test team's Agenda page. Give the meeting a title, toggle on the Auto Create option if this will be a recurring meeting, and even invite people from other teams to the meeting if/when applicable.

Begin to build out your meeting agenda by adding items, setting them as recurring (if desired) and attaching Rocks (common in 1x1s). Know you can add or remove items in the build-up to the actual meeting at any point after the agenda has been created

Once the agenda has been created, it will live in the Active Agenda section along with any of fixed or custom agendas currently active for that given team

Set up 1x1s

1x1 meetings are between a manager and direct report and typically run on a recurring weekly or bi-weekly cadence. Topics can vary from meeting to meeting, but having a dedicated time to discuss topics like professional development, personal updates, and/or any problems or issues facing the direct report is a valuable use of time for both parties.

Strety automatically creates a 1x1 agenda for any manager and direct report pairing. To establish the manger/direct report relationship, find the direct report's user page from the Users section in Adminland and assign their manager - or watch this video

Once assigned, the manager and direct report will both see the 1x1 agenda appear on their homepage and can begin to collaboratively build out the agenda for their next 1x1. Follow the same steps as above from the Custom Agenda section

Managers also gain access to the personal overview page of each direct report, allowing them to see a summary of the direct report's Rocks, 1x1s, Scorecard Metrics, To-Dos, and Reviews. This makes for great page to review ahead of any 1x1 meeting

Once you've concluded a 1x1, you'll see a historical record of all 1x1s appear from the direct report's 1x1s tab. Note that any topics that did not get checked-off will automatically carry-over into the next 1x1 agenda along with any topics that were designated as recurring

Stay Up-to-Date

SaaS tools rely on accurate and up-to-date data to provide their value, Strety is no different. It's imperative that everyone - managers & direct reports - are accountable for checking-in regularly, so when it's time to meet your focus is on moving forward, not catching everyone-up.

Strety has built-in features to ensure every team member knows when to check-in and where to check-in, removing excuse-making from the equation.

Schedule Check-in Reminders

From your Notification settings you can customize the day & time you receive a reminder to check-in your Rocks & Scorecard Metrics. We default this to Monday morning, however, you can set them to remind you the morning of your week's most important L10


Though you may have Rocks & Metrics that are spread out across different teams within Strety, we provide one place where it all comes together - the Personal Overview Page. This is where we recommend making all your check-ins each week.

Here you see all Rocks, Scorecard Metrics, Open To Dos, and Reviews assigned to you. Click into your Rock's Status Columns or any Scorecard Week and provide your updates. Remember to add context, transparency is a key ingredient to improvement

If you would like to connect to discuss how to set-up & implement Strety, reach out to me at and we'll get something on the calendar!

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