Your ELT pilot gives each leader coaching on the relationships around them, plus a shared rhythm for learning from it together. The pilot starts in mid October, and your ELT meets as a group in December. This article expands on the ELT one-pager with setup details, the value of your Coaching Topic, and ways to build a community around the coaching your team receives.
What you'll accomplish
Finish Cloverleaf setup in about 15 minutes
Choose a Coaching Topic that keeps your coaching tied to your priorities
Use Discover and Roleplay during October and November
Share coaching with other ELT members in a weekly meeting or a dedicated Slack or Teams channel
Who can do this: All ELT pilot participants. If you are running the pilot, see the resource list at the end of this article.
How do I set up Cloverleaf in about 15 minutes?
Complete all four steps during your first week.
Join and set your role. Choose Business Lead and add your manager. Adding your manager gives you coaching on the relationships above and below you.
Choose a Coaching Topic. Pick a topic or write your own. The next section explains how to choose.
Take one assessment. DISC takes 5 to 7 minutes. If you already have assessment results, choose I know my results instead.
Connect your tools. Add Slack, Teams, email, or your calendar so coaching arrives where you work.
Decision point: If you have results already, choose I know my results in Step 3. If you don't, take DISC now.
Example: A VP of Operations joins as a Business Lead, adds the COO as their manager, selects Developing Leaders, takes DISC, and connects Slack.
Why does my Coaching Topic matter?
Your Coaching Topic tells Cloverleaf what you want to work on, and it shapes the coaching you receive. A clear topic keeps your coaching connected to what you are actually trying to improve.
You have two options:
Pick a topic. Choose one like Developing Leaders.
Write your own. Describe your priority in your own words.
Decision point: If you are unsure, start with Developing Leaders. If you have a specific priority this quarter, write your own.
Example topics you could write:
Building trust across the executive team
Giving direct feedback to peers without slowing decisions down
Your priorities will shift during the pilot, so update your topic when they do. See How to Set or Update Your Coaching Topics for steps. Sharing your topic with other ELT members also gives them context for the coaching you discuss together.
What is the rhythm for the pilot?
Mid October: Complete setup in week one, then take a second assessment.
October to November: Open Discover before a key meeting or 1:1. Use Roleplay to rehearse a hard conversation.
December: Your ELT meets as a group. Each leader brings one insight that changed how they worked with a colleague, and one place the coaching missed.
Keep a running note during October and November. Capture one insight and one miss as they happen so you arrive in December ready to share.
Example: Before a budget review, ask Discover how to approach a colleague who reads numbers differently than you do. Then rehearse the conversation in Roleplay.
What can I ask in Discover?
Discover answers coaching questions about yourself, a colleague, or a team. Start with these.
About yourself
How do I show up in high-stakes situations?
About the ELT
Where is trust strong and where might it be fragile among [name of team]?
How do [Name1] and [Name2] differ in communication style?
Replace the brackets with real names. For example: "How do Priya and Marcus differ in communication style?"
For more ELT prompts, see the C-Suite Executive Coaching section of Discover Prompts for Partners and Leaders.
Why should I share my coaching with other ELT members?
Coaching is more useful when leaders talk about it together. Sharing builds a common language, shows patterns across the ELT, and turns the December session into a continuation of an ongoing conversation.
Sharing is your choice. You decide what you post or say, and your Visibility Settings control who can see your assessment results.
You have two options, and they work well together:
A weekly meeting. Best when your ELT already meets on a regular schedule.
A dedicated channel. Best for ongoing conversation between meetings.
How do I share coaching in a weekly meeting?
Add a standing Cloverleaf item to an existing ELT meeting agenda. Keep it to five minutes so it stays consistent.
Add "Cloverleaf check-in" to the agenda.
Ask each leader to share one insight from Discover, or one thing they tried after a coaching suggestion.
Rotate who goes first each week.
Invite leaders to name where the coaching missed.
Example agenda item: "Cloverleaf check-in (5 minutes): one insight, one thing you tried."
How do I start a Cloverleaf channel in Slack or Teams?
Use the platform your ELT already works in.
Create a channel such as #elt-cloverleaf.
Invite every ELT member and whoever is running the pilot.
Post a first message with your Coaching Topic and one insight.
Post a prompt each week to keep the conversation going.
Prompts to try:
What insight changed how you prepared for a meeting this week?
What did Discover tell you about a colleague that you want to try?
Where did the coaching miss?
Example post: "My Coaching Topic is building trust across the ELT. This week Discover suggested I open my 1:1 with context before asking for decisions. I tried it, and the conversation went faster."
What should I keep in mind when I share?
Share your own insights first.
Ask before sharing a colleague's results or insights.
Include the misses. They help your ELT and make your December contribution stronger.
Describe coaching in your own words instead of pasting full coaching text.
You'll know it worked when...
You have a role, a Coaching Topic, one completed assessment, and at least one connected tool.
You have opened Discover before at least one key meeting or 1:1.
Your ELT has a regular place to share coaching, either a weekly meeting item or a Slack or Teams channel.
You can name one insight and one miss to bring to the December session.
Which help center articles can I use during the pilot?
Share the first two groups with ELT members. The last group is for whoever is running the pilot.
Getting started
Cloverleaf Quick Start Guide: Account, Coaching Topic, first assessment. About 15 minutes.
Getting Started on Cloverleaf: The top three ways a manager can start using Cloverleaf.
How to Set or Update Your Coaching Topics: Change your topics as your priorities shift.
Cloverleaf Assessment Guide: Every assessment available and what each one measures.
Connect and Customize Your Calendar in Cloverleaf: Pre-meeting insights on the people you are meeting.
Integrate Cloverleaf with Slack: Receive daily coaching inside Slack.
Leading with Cloverleaf
Discover Prompts for Partners and Leaders: See the C-Suite Executive Coaching section for ELT prompts.
How to Use Cloverleaf's Discover: Ask coaching questions about yourself, a colleague, or a team.
Using Cloverleaf to Understand Your Leadership Style: Six ways to identify how you lead and how it lands.
How to Use Roleplay: Rehearse a difficult conversation, with scored feedback.
How to Use Feedback: Request and give feedback informed by how each person is wired.
Navigating Meeting Dashboards: Real-time insights on everyone in the meeting.
For the pilot lead
Getting Started Guide for Organization Admins: Inviting users, building teams, and admin settings.
Getting Started with the Enablement Center: Track progress and download the Champion Playbook.
Team Dashboard Overview: Set up the ELT as a team to review in December.
Facilitation Tips & Best Practices: Bringing Cloverleaf insights into a group session.
Manager & Team Leader Best Practices: Habits that keep leaders using Cloverleaf with their teams.
Keeping Cloverleaf Relevant All Year: Routines That Drive Ongoing Engagement: Repeatable routines for use beyond the pilot.