Build a business case for Lifetick

If you need someone's sign-off before your team or school uses Lifetick, this section has the answers they're likely to ask for. Copy what you need into your own document.

Most approvals go to three groups, and each wants something different:

• Your manager or leadership team wants to know what problem it solves and how you'll know it worked.
• IT wants to know where the data lives, how people sign in and who can see what. See Answers for your IT team.
• Finance wants the cost and what it gets back. See Costs and return for finance.

For a school, the board also wants to know about student privacy and consent. See Submit Lifetick to a school board.

Start with a trial

The easiest case to make is one with your own results in it. A team account is free for two weeks with no card, so you can set up a group, run a couple of weekly check-ins and show what came back before you ask for money. See Run a pilot and measure it.

An outline you can copy

1. The problem. One or two sentences in your own words. For example: "Goals are set once a year and then forgotten. Managers find out about problems at the review, not when they start."
2. What we're proposing. "A one-month trial of Lifetick with the sales team (8 people), then a decision on the whole business."
3. What Lifetick is. Each person keeps a few SMART goals with tasks and due dates. Managers send a short weekly check-in, run one-on-ones with a shared agenda, and see progress on one Today page. It works on the web and on iPhone. It isn't HR software: there's no payroll, leave or performance ratings.
4. How we'll know it worked. Pick two or three numbers you can read from the team Outcomes report, such as check-in response rate, goals on track and tasks done on time.
5. Cost. $4 a person a month on the Team plan, with a minimum of 5 people. Work out yours in Costs and return for finance.
6. Security and privacy. Data is stored in the USA, every connection is encrypted, and people can sign in with Google, Microsoft or your own single sign-on. Link to Answers for your IT team.
7. Risks and how we'll handle them. For example: "People don't keep it up." Weekly check-ins and reminders do most of the work, and the trial shows quickly whether it sticks.
8. The decision we need. "Approve the trial now, and a decision on a paid plan at the end of the month."

What Lifetick doesn't do

Being clear about this saves a round of questions:

• It doesn't do performance ratings, pay, leave or rostering.
• It doesn't connect to HR systems or sync people from your directory. You add people with an invite link, by email or by uploading a spreadsheet.
• There's no Android app. People without an iPhone use Lifetick in any web browser, including on an Android phone.

Need something we haven't covered?

If your organisation has its own security questionnaire or a supplier form, email [email protected] and tell us what you need.