Rolling Brev out across your org
If you're the admin standing Brev up for everyone — VP of Ops, Chief of Staff, or IT — work through this checklist top to bottom. Each step links to a full article.
1. Set your foundation
Company Memory — give Brev your business context. (Setting Up Your Company Memory)
Time periods — align Brev to your fiscal cadence. (Creating & Managing Time Periods)
2. Bring in your people
Team structure — create teams and nest them so goals roll up cleanly. (Team Structure & Hierarchy)
Invite & provision members — add people and set their roles. (Inviting Your Team)
3. Load your goals
Import OKRs at scale — our team can do this for you, or you can use the Agent to import them. (Importing Goals and OKRs)
Or build them top-down — company objectives → team goals → metrics, aligned as you go. (Creating Objectives & Goals, Aligning Goals & OKRs)
4. Connect your tools
Calendar and Slack — for the Meeting Agent and in-flow check-ins. (Jumpstart Automation in Brev)
Data sources — for auto-tracked KPIs. (Integrations Overview)
5. Turn on the rhythm
Check-in rhythm — so updates happen on their own.
Cadences — for your recurring reviews. (How Cadences & Meetings Work)
Team Digests — to keep everyone aligned without chasing. (Team Digests — Overview)
Success check: every team has goals, owners, and connected data, and updates flow on a rhythm without manual chasing.
More questions?
Reach out anytime at [email protected] or chat with us directly in the Brev app.