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Have questions while rolling out the Trinity to your organization? The answers and guidance you need are right at your fingertips, with links to each of the relevant podcasts.

Need help keeping track of your One On Ones? Want to remember while completing their annual review how much positive feedback (and negative) you gave to one of your Directs? It's all right there in RoadMap.

i12know's picture

In the eagerness to use RoadMap, I added only 2 team members to start out with.  Now I can't figure out how to add the rest of the team in the system.  Can anyone help?  (I am using the Android version).

Thanks in advance!

i12know

wendii's picture

Hi

You can go back to the 'Enter Team Members' task and you'll see the 'add new team members' button.  You can add them as you did previously, even if the task is showing as completed.

Best regards,
 
Wendii

i12know's picture

Hi, I've added all my team members.

How do I start to check them off as they have O3 sessions with me?

Thanks,

 

wendii's picture

If you have been doing O3's with your team for a while (and you're not resetting or going through the rollout for the first time with RoadMap), then you can tell RoadMap that you're ready to start reporting on the third task in the list you get when you open RoadMap.  It should say 'Start Reporting Now'.  When  you click on it, you get a toggle for O3's and Feedback.  If you toggle O3's to on (so the color is filled in) then RoadMap will know you're past the implementation stage and allow you to begin reporting. 

You'll see text that says "Report O3's" at the top of your task list.  Touch the text (it's a link) and you'll be taken to a page where you can record your O3's. 

Wendii

mgfink's picture

Hi there, I just saw the video for Roadmap and am excited to try this out with my new team.  As I'm getting started I had a couple of questions.  Why are email addresses of my directs needed and if it's for scheduling O3s, can I use Outlook?  Also, are there plans for a web interface to do 'department management' type functions on the web?

Thanks for this new feature!

wendii's picture

 

I'm glad you're excited about RoadMap - we are too!
 
The reason RoadMap asks for your direct's emails is that later, RoadMap creates draft emails for you, and it autofills with your direct's addresses for you.   It won't send any emails to your staff when you add them.  Emails to your directs are done through your email client, and you'll know be the one pressing send, so you'll know it's happening :-)
 
I'm not sure what you mean by 'department management' type functions.  There is a web interface that allows you to see how well your directs are rollling out the Trinity if you have directs who are managers.  RoadMap will ask you to name your subordinate managers.  Then, if you go to 'my account' when you're logged in to the website, and then 'my products', you'll see a bullet that says 'RoadMap | Portal.  When you click on Portal, you'll see your organization chart and you can drill down to see your direct's performance. 
 
If I've misuderstood you, please let me know and I'll try again.
 

Best regards,
 
Wendii

 

mgfink's picture

Wendii - thanks for the quick reply!  I wasn't very clear with the second question :-)  I was wondering if there was a way to add people to my department from the web since it's easier to cut and paste addresses, etc.  Either way looks like a good place to go for tracking progress.

 

Thanks again!

wendii's picture

Ah!  I understand now.  No, unfortunately, there isn't a web- based input for staff yet.  As a suggestion, if you have a tablet, you could enter the team on the tablet with a connected keyboard.

Sorry not to be more helpful.

Best regards,
 
Wendii

i12know's picture

Hi,

I have 16 directs, and therefore I do 03 every other week with my directs (so I can alternate them weekly). The current Roadmap assumes that O3 is done every week. Is there an option to change it to bi-weekly?

Thanks,

 

wendii's picture

I'm sorry - RoadMap can't account for managers who need to do their O3's biweekly at the moment.  We'll consider it for future versions.

Best regards,
 
Wendii

JohnW2468's picture

Is there only apps for IOS/Android, or can I use Roadmap via a web browser?

wendii's picture

I'm  sorry - RoadMap is only available as an app.  The idea is that it's always with you, and for most people, their smartphones are always with them.

 

Best regards,
 
Wendii

JohnW2468's picture

Thanks for the reply. Is there an avenue for me to download the managers tools application outside of the app store? Use of a mobile device is a non-ideal option for me. I may be able to run an IOS Emulator though and run it on my mac.

wendii's picture

Johh, I'm sorry, there isn't.

 

Best regards,
 
Wendii

geoffh's picture

I played around in roadmap when it was released but already had rolled out to my team. 

I recently go a whole new team and would like to start over with them. Can’t figure out how to start new. 

Thanks

Geoff Hitchings 

jaydee77ca's picture

I would like to know how to reset the timeline and tracking too so I can start over.

Amckjk's picture

I also started the clock too early and would like to restart or roll the due dates back to my current task.Is this possible?

KJ

schroederc's picture

Hi,

i have the same issue and would need to restart the timeline. How can this be done?

wendii's picture

I'm sorry it's taken us so long to respond. 

We are working on a reset mechanism, but it's not available yet.  In the meantime you can undo any task you completed by opening that task and then pressing the arrow in the blue circle at the top right of the task screen.  

To start the timeline again, go to the sixth task "Date You Will Start O3's" and enter the date you're now going to start.  That will reset the rest of the dates.

 
Best regards,
 
Wendii

pucciot's picture

Can we sort the list of directs ?

 

I have entered in the list of directs.

But, it is listing them in the order of entering.   I am hoping in a future update there will be a way to sort the list by 

Last Name

Firat Name

 

Thanks

wendii's picture

I'm sorry it's taken me so long to reply.

The app doesn't allow you to sort your directs, but I can understand why you would want to.  I always want to sort things alphabetically.  We'll add it to the request list.

Best regards,
 
Wendii

jnuttall's picture

My timeline started 6 weeks ago but I just started reporting 03 's. The Previous Week button is disabled so I can't go back and update for the 03 's I did. So the system says I'm not ready to do feedback yet, even though I've been doing 03's for 6 weeks (9 years actually).  Why is the Previous Week button disabled? Is that a bug?  ... love the tool by the way.

wendii's picture

I'm sorry it's taken us so long to reply!   I hope you've worked out what to do by now, but if not:

You can tell RoadMap you've been doing O3's before you started using the app, by going to the third task "Already doing O3's with your directs?" and click the "start reporting now" button.  You will not be able to record O3's for before you downloaded the app however. 

You should not start considering to do feedback until 12 weeks of O3's, but if you've already been doing them, and you're ready to start now, the fourth task will allow you to start feedback now, in the saem way the O3 task works.

 

Best regards,
 
Wendii

Nevergiveup's picture

I don't recall ever starting the roadmap, but maybe I did in the past. Now I want to start it, but I'm looking at my task list and it has a lot of items in the past. Eg. 20+ weeks ago. I want to start back again from scratch. Eg. Week 1. I have tried clearing cache/data and reinstalling the app. Both failed. What do you recommend I do next?

Nevergiveup's picture

I just read this thread again.. Should I be doing the timeline hack with the 6th task as my only option?

wendii's picture

Nevergiveup (great name by the way!), yes if you follow those instructions your timeline should reset.

 

Best regards,
 
Wendii

fchalif's picture

I just updated my team members today although I have managed them for a while. I’d like to back date the start yet the system enters today’s date by default. 

Is there a way to change the start date?

wendii's picture

Hi - 

RoadMap starts working when you enter your team members, so unfortunately, there isn't a way to add start dates earlier than today.

Best regards,

 
Wendii

ArielleO's picture

I'd also like to be able to change the start date - One of my directs has been doing 1:1s with me for a month but since I forgot to add him at the time that data is lost.

wendii's picture

Thanks Fchalif & ArielleO -

I'll let Kate know that's something you'd like to see.

Best regards,
 
Wendii