Setting Up Weekly Alerts

Weekly alerts keep your team aligned by sending automated email summaries of your strategic plan status. Each recipient gets a personalized summary highlighting what matters most to them.

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Accessing Alert Settings

Navigate to Weekly Alerts from the dashboard. This page is available to owners and admins.

Configuring Alert Schedule

Set when alerts should be sent:

1. Enable Alerts — Toggle to turn weekly alerts on or off
2. Day of Week — Choose which day to send (Monday through Sunday)
3. Time — Set the hour and minute
4. Timezone — Select your organization's timezone (alerts are sent in your local time)

Click Save Settings to apply.

Recommendation: Many organizations send alerts on Tuesday mornings. This avoids Monday catch-up time and ensures the summary is read early in the work week.

Who Receives Alerts

Alerts are automatically sent to:

• Organization owners — Always receive the full summary
• Admins — Always receive the full summary
• Consultants — Always receive the full summary
• Priority assignees — Members assigned to specific priorities (if they opt in)

Assigning Priorities to People

Below the alert settings, you will see your key priorities listed. For each:

1. Click Assign next to a priority
2. Select a team member from the dropdown
3. Add optional notes about expectations or context
4. Toggle Receive Weekly Alerts — this controls whether the assignee gets emails
5. Click Save

Changing Assignments

To reassign a priority, click Remove on the current assignment, then assign the new person.

What the Email Contains

Each weekly email includes:

• Key Challenge — The central strategic question from LEARN
• Key Insights — Summary of critical findings
• Strategic Priorities — All 5 priorities with status indicators
  • Priorities assigned to the recipient are highlighted with an "ASSIGNED TO YOU" badge
• Leadership Message — The What/Why/How/How Much framework
• Action Plan — Current action items
• High-Risk Alerts — Any risks or issues that need immediate attention

Manual Send

Admins can trigger an immediate summary send by clicking Send Now. This is useful for:

• Testing the email content before enabling automatic sends
• Sending an out-of-schedule update after a major strategic session
• Onboarding a new team member who needs to catch up