Getting Started

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Overview

Genchi makes it really easy to share progress, view status and improve outcomes.

We believe that project outcomes are everyone's responsibility. The best insight comes directly from the team members who are actually doing the work every day. Genchi helps capture and reveal those insights.

Overview Image

Set-up

Genchi has been designed to be as intuitive as possible, so there is a minimal amount of set up required.

User Details

User details

  • To register enter your (company) email and a password, or click on the invite link your team has sent you.
  • Invited via slack? You can Check-In daily only using slack if you like, but should register with the main Genchi App when you can.
  • Remember to Check-In when prompted! It only takes ~2 seconds, and will save you time consuming status check emails and meetings.
Team Details

Team Details

  • The atomic unit of Genchi is an "Initiative" which is defined as a goal, (ideally) a deadline and a team of 1 or more who are trying to achieve the goal.
  • So the Team Lead should create "Initiative", set the goal and deadile and invite the relevant team members. Team leads will also set the check-in cadence.
  • Team Leads can also invite "Observers" - who can see the progress, but will not be asked to Check-In. Observers are typically project stakeholders.
  • Related "Initiatives" can linked together into project trees using a parent/child relaionship.
Company Details

Company Details

  • The first registered user should "register" the company details (URL and Company Name).
  • If you sign up for Genchi and your company already exists, make sure to select it so the Company Admin can include you in the existing set-up.
  • You can get started, and set up your team and initiatives and use the system, while waiting for the Company Admin to approve your request.
More

Integrations

  • The easiest way to capture the daily sentiment is to connect the Genchi SlackBot.
  • When set up, your team's check-in can most easily be done via slack and will literally take 2 seconds.
  • Genchi also currently connects to Jira and Asana, so existing projects and users can be simply "downloaded", to add the reporting tier with minimal set-up hasste.

Operational

Team Members

Team Members

  • Check-In regularly to keep the status of the project fresh.
  • Be candid and express your opinion. You might be seeing something no one else is.
  • Your confidence is expected to change as problems are encountered and resolved. Real-life isn't "green" all the time.
Project Manager

Team Lead

  • When creating the Initiatives goal of the team, try to describe one that has a clear success outcome.
  • Add descriptive comments when you think observers or stakeholders might benefit from some additional context.
  • Remember we want the team to highlight when they encounter problems. Identifying issues early will help you improve outcomes.
Stakeholder

Observer (Stakeholder)

  • A dip in team's confidence can bring attention to a problem that may need help.
  • Don't over-react. Problems are encountered and resolved as a matter of course in every project.
  • It is good to have this awareness early - in those cases where additional resources, or a change in deadline is necessary.
Admin

Admin Users

  • Remember you are responsible for managing your Company's Genchi account and users.
  • Individuals or Groups may be invited or join at irregular intervals, so it is important to manage requests.
  • Multiple users can be given "Admin" status, but be thoughtful as they can influence set-up and see all Inititiaves.

Get started today!

Genchi will take your team to the next level and lead to better project outcomes.

Get Started