What you'll learn
How to generate your own "Collaborating with [Your Name]" playbook and download it as a PDF
How your team can generate a shared Team Collaboration Playbook
Who can see each playbook, and how to control that through your Visibility Settings
Who can do this: All Cloverleaf users can generate their own individual playbook.
What is a Collaboration Playbook?
A Collaboration Playbook is a downloadable PDF built from your existing behavioral assessment data in Cloverleaf. Instead of asking a teammate to dig through your assessments, hand them a single page that captures how you're wired and how to work with you.
There are two versions. Your individual Collaborating with [Your Name] playbook covers your strengths, working style, dos and don'ts, how you handle pressure, how you prefer feedback, and how you intersect with specific people you work with.
The Team Collaboration Playbook covers team strengths, tensions, blind spots, how the team makes decisions, how it runs meetings, and conversation starters for the group.
Both are meant to be handed to someone right before a conversation, not filed away. Print one before a 1:1 or a team offsite, use it, and set it aside.
How do I generate my individual playbook?
Go to your Assessments page.
Select Generate Collaboration Playbook.
Cloverleaf generates the playbook automatically the first time. Select Regenerate any time your behavioral assessment data changes and you want an updated version.
Select Download PDF to save a copy you can share.
Decision point:
If you only need your own playbook, you're done. Skip the next section.
If you're generating a shared playbook for your whole team, continue to How do I generate a Team Collaboration Playbook?
How do I generate a Team Collaboration Playbook?
A Team Collaboration Playbook is a single shared version for the whole team, not a separate copy per person.
Before you start, make sure:
Your team has 30 people or fewer. If it’s larger, you won’t see the option yet.
Everyone on the team has mutual visibility with each other, based on each person’s Visibility Settings. If anyone doesn’t, the playbook isn’t generated until their Visibility Settings are updated.
Go to your Team Dashboard.
Select Team Collaboration Playbook.
Cloverleaf generates the playbook from the team's shared behavioral assessment data.
Select Download PDF to save a copy for a meeting or workshop.
What happens if someone opts out?
After a playbook has been generated, any team member can opt out of it. When someone opts out, Cloverleaf automatically regenerates the playbook without that person’s data. The playbook doesn’t list who opted out, so check the team members shown at the top of the playbook to see who it includes.
Opting out is separate from Visibility Settings. Visibility Settings determine whether a playbook can be generated, and opting out removes one person from a playbook that already exists.
Why don't I see the option to generate a Team Collaboration Playbook?
Two common reasons:
Team size. Team Collaboration Playbooks are currently available for teams of 30 people or fewer. If your team is larger, the option won't appear yet.
Visibility. If anyone on the team doesn't have mutual visibility with the rest of the team, the option won't appear either.
Who can see my Collaboration Playbook, and how do I control it?
Visibility for your Collaboration Playbook mirrors your existing Visibility Settings. A few specifics worth knowing:
Your Collaborating with [Your Name] playbook stays hidden from teammates until you generate it yourself. Nobody can see it as an empty placeholder first.
If you opt out of your individual playbook, you're automatically opted out of any Team Collaboration Playbook you're part of too.
For a full walkthrough of what each visibility level controls, see How To Adjust Your Visibility Settings.
You'll know it worked when...
Your downloaded PDF opens with your name and content that matches your current behavioral assessment data.
Teammates with visibility into how you work can see and download your individual playbook once you've generated it.
Your Team Collaboration Playbook shows the team members it includes.