[recording will be posted here after the webinar concludes]
Most work challenges do not happen because people lack information. They happen in moments where people need to communicate clearly, give feedback, make decisions, work through tension, or change a behavior.
Cloverleaf helps bring behavioral insight into those moments.
During this webinar, we’ll explore five practical moments in a normal workweek and show how Discover, Scenarios, Feedback, and Coaching Focus can help turn insight into action.
How to Use This Guide
If you have access to Cloverleaf
Follow along when possible. Use a real person, relationship, or situation from your work and try the feature or prompt being demonstrated.
If you do not have access to Cloverleaf
Use the examples to think about a real person, team, manager, direct report, or client you support. Draft the prompt, Feedback question, or Coaching Focus you would use and notice where Cloverleaf could fit into the work.
Either way, keep one real situation in mind throughout the webinar.
Start With a Real Situation
Think of a person or relationship where better context could help.
It might be:
[manager name]
[direct report name]
[team member name]
[cross-functional partner name]
Someone on [team name]
Now choose something that is actually happening.
Maybe:
There is a 1:1 coming up
Feedback needs to be given or requested
An important meeting is approaching
A relationship feels harder than it should
Someone is working toward a growth goal
Expectations or priorities are unclear
A difficult conversation is being avoided
Keep one real situation in mind during the webinar:
Person or team: ____________________
Situation: ____________________
What you want to be different: ____________________
Four Cloverleaf Features
Discover — Get context and coaching for what’s happening now
What do I need to understand before I act?Scenarios — Practice an interaction before it happens
What do I want to practice before the stakes are real?Feedback — Get another person’s perspective on how your behavior is landing
What would be useful to hear directly from them?Coaching Focus — Keep development connected to an important behavior over time
What do I want to keep working on beyond this moment?
Write Better Prompts
When Discover is the right feature, more useful context can lead to more specific coaching.
Use this simple formula:
PERSON + RELATIONSHIP + SITUATION + OUTCOME
Instead of:
How do I give feedback?
Add context:
I need to give [team member name], who reports to me, feedback about two missed deadlines. I want to be clear about the impact while still creating space for them to respond. Help me prepare an opening based on how the two of us tend to communicate.
You do not need a complicated prompt.}
Give Cloverleaf enough context to understand:
Who is involved?
What is the relationship?
What is happening right now?
What are you trying to accomplish?
Try It With Your Situation
If you use Cloverleaf:
build a prompt around a real interaction
If you do not:
draft the prompt you would use
Person: [person name]
Relationship: ____________________
Situation: ____________________
Outcome: ____________________
Prompt:
“I’m working with [person name], who is my ____________________. We are navigating ____________________. I want to ____________________. Help me ____________________ based on how the two of us tend to work together.”
MONDAY
Before a 1:1
Use Coaching Focus to keep development visible
Examples:
delegation
trust
communication
feedback
conflict
influence
leading through change
Add Discover when you need context:
“I’m meeting with [team member name], who is working on [Coaching Focus]. Our 1:1s keep becoming status updates. Give me one question that brings development back into the conversation.”
“I’m meeting with [manager name] and want to discuss my growth in [area]. Help me introduce it in a way that works well for us.”
“[Client name] is focused on [Coaching Focus]. What question could deepen our next coaching conversation?”
If you use Cloverleaf:
try one prompt for a real upcoming 1:1
If you do not:
draft one question you would want Cloverleaf to help you answer
Work Week Move:
keep growth visible with Coaching Focus
use Discover to prepare for the person
TUESDAY
Before a Difficult Conversation
Use Scenarios to practice before:
difficult feedback
performance conversations
disagreement
pushback with [manager name]
resetting expectations
raising a concern
making a difficult ask
Practice:
your opening
being direct
responding to pushback
handling silence
staying focused
making the ask
ending with a clear next step
Real conversation: ____________________
What I want to practice: ____________________
If you use Cloverleaf:
try the situation in Scenarios
If you do not:
identify the conversation you would want to practice first
Work Week Move:
don’t just prepare what you want to say
practice what might happen next
WEDNESDAY
Before an Important Meeting
Use Discover to prepare for the people, not just the content
Think about:
a new stakeholder
a senior leader
a client
a cross-functional partner
a project team
someone you need to influence
Try:
“I’m meeting with [stakeholder name] to recommend [change]. Help me structure my opening based on how they tend to process information and make decisions.”
“[Stakeholder name] tends to move quickly while I naturally provide more background. Help me lead with the bottom line.”
“I need [stakeholder name] to support [initiative]. What should I consider before making the ask?”
Who is involved? ____________________
What do you need from them? ____________________
What might they need from you? ____________________
Ask:
What should I change about how I communicate because of who will be in the room?
If you use Cloverleaf:
ask Discover about the real meeting
If you do not:
draft the prompt you would use
Work Week Move:
prepare the content
prepare for the people
THURSDAY
When a Relationship Feels Stuck
Look for patterns like:
repeated misunderstandings
one person feeling rushed
one person feeling slowed down
different decision-making styles
directness being misread
recurring disagreement
trust feeling harder than expected
Use Discover to understand the dynamic:
“[Team member name] and I keep getting frustrated during planning conversations. Help me understand what may be happening between us.”
“[Team member name A] and [team member name B] keep getting stuck when making decisions. What differences could be contributing?”
“[Client name] is experiencing recurring friction with [team member name]. What could be useful to understand about the relationship?”
Use Scenarios to practice:
naming the tension
resetting expectations
asking for a different way of working together
Use Feedback to ask:
“When we disagree, what could I do differently to make it easier for us to work through the issue?”
“What is one thing I could do differently to make working with me easier?”
“What would help us stay better aligned when we approach decisions differently?”
Recurring friction: ____________________
What don’t you understand yet? ____________________
Choose what would help most:
Discover — understand the dynamic
Scenarios — practice addressing it
Feedback — hear the other person’s perspective
If you use Cloverleaf:
try the feature that best fits
If you do not:
note which feature you would use and why
Work Week Move:
don’t stop at “we work differently”
ask, “What could we do differently because we know that?”
FRIDAY
When You Want Growth to Continue
Use Coaching Focus for development beyond one interaction
Examples:
delegation
trust
strategic communication
feedback
conflict
influence
leading through change
Complete:
I want to get better at: ____________________
I’ll know I’m improving when I: ____________________
Add Discover:
“I’m working on [Coaching Focus]. What situations during a normal workweek will give me opportunities to practice?”
“What tendencies might make [Coaching Focus] harder for me under pressure?”
“Give me three work moments this month where I could practice [behavior].”
Add Feedback:
“What is one change you have noticed in how I approach [growth area]?”
“Where could I still be more effective?”
“What is one behavior I should keep practicing?”
If you use Cloverleaf:
identify or review a real Coaching Focus
If you do not:
write the growth area you would want ongoing coaching to reinforce
Work Week Move:
set the focus
practice it
get perspective
keep developing
Your Cloverleaf Work Week
Monday — 1:1
keep development connected to the conversation
Tuesday — Difficult Conversation
practice before the stakes are real
Wednesday — Important Meeting
prepare for the people, not just the content
Thursday — Relationship Friction
understand the dynamic and get perspective
Friday — Growth
keep coaching connected to an important behavior
Key Takeaway
You do not have to be the person using Cloverleaf to apply what you see
You may be:
using it yourself
helping a manager use it
supporting a team
extending coaching between client sessions
exploring where it fits in your organization
Start with a real work moment
Identify what is needed:
context
practice
perspective
ongoing development
Choose the Cloverleaf feature that fits
Turn the insight into action