Welcome to Performance Leader! Whether you've just been appointed as a super admin or you're taking over platform ownership, this guide will help you navigate the key resources available to you, understand where to find help, and chart your path to platform mastery. By the end of this article, you'll know exactly where to go for training, how to access support, and what to expect as you grow into your role as a Performance Leader admin.
Your role as a Performance Leader admin
As a Performance Leader admin, you're not just managing a system—you're shaping how performance management works at your firm. Think of yourself as the product owner and operator. You'll configure the platform to match your firm's processes, guide decisions about what to track and when to launch cycles, and champion adoption across your organisation. You're supported every step of the way by your Customer Success Manager and our comprehensive resources.
Essential support and learning resources
Help Centre: Your first port of call for quick answers. Our Help Centre contains step-by-step guides covering everything from basic navigation to advanced configuration. Search for specific topics or browse by module.
In-platform support beacon: Click the help icon within Performance Leader to access contextual help, search our knowledge base, or contact support directly without leaving the platform.
Onboarding guide: If you're implementing Performance Leader, work through our comprehensive onboarding guide with your Customer Success Manager. This structured resource takes you from kickoff through to go-live and beyond.
Admin training: New admins receive dedicated training sessions covering platform fundamentals, user management, module configuration, and reporting. Your CSM will schedule these during your implementation.
Performance Leader Community: Join our invitation-only community on Circle to connect with other admins, share experiences, and learn from peers at other professional services firms.
Best Practice Group: Quarterly sessions where you'll hear about platform updates, share insights with other firms, and help shape future development.
Your pathway to platform mastery
Weeks 1-2: Foundation
Complete your admin training sessions
Familiarise yourself with the admin portal and key settings
Understand the difference between super admin, restricted admin, and leadership views
Learn basic user management: adding users, updating profiles, managing permissions
Weeks 3-4: Configuration confidence
Practice creating and editing forms in the modules you're using
Understand how to launch and manage cycles
Explore reporting options and leadership dashboards
Use the "Act as" feature to see the platform from different user perspectives
Attend Best Practice Group sessions to learn from other firms
Months 2-3: Operational mastery
Manage your first full cycle independently
Build confidence with bulk uploads and data management
Create email campaigns and communications
Monitor adoption metrics and user engagement
Months 4-6: Strategic impact
Refine templates and workflows based on user feedback
Explore advanced features like AI tools and reporting
Plan expansions: new modules, additional cohorts, or enhanced features
How to get help when you need it
Your Customer Success Manager: Think of your CSM as your partner, not just a support line. They'll guide you through implementation, provide best practice advice, and help you make strategic decisions about your platform. You'll have regular check-ins (typically every 1-2 months) to review progress and plan ahead.
Support channels:
In-platform support beacon: For quick questions and immediate access to help articles
Email: support@performanceleader.com for technical issues or questions
What to expect during implementation
Most implementations take 8-12 weeks depending on scope and data readiness. You'll work through a structured project plan covering:
Success workshop to clarify objectives and scope
Design workshops to configure your modules
Data setup including SSO configuration and user uploads
User acceptance testing with your project team
Go-live preparation and launch support
Throughout implementation, you'll have weekly project meetings with your CSM and access to our full suite of training materials. The goal is to ensure you feel confident managing the platform before we hand over the reins.
Beyond go-live: ongoing success
After launch, your relationship with Performance Leader continues to evolve:
Regular operational check-ins: Every 1-2 months to review adoption, address questions, and plan enhancements
Quarterly Best Practice Groups: Connect with peers, learn about new features, and share experiences
Platform updates and newsletters: Stay informed about new capabilities and improvements
Admin community: Ongoing access to our community space for peer support and shared learning
Next steps
If you're new to the platform, start by exploring the Help Centre and booking time with your CSM
Join the Performance Leader Community to connect with other admins
Review our onboarding guide if you're in the implementation phase
Set up your admin training sessions with your CSM
Welcome aboard—we're excited to support you as you build a stronger performance culture at your firm.