How to Design a Cloverleaf Team Session Using the SWOT Framework
Running a team session with Cloverleaf data helps teams move from individual self-awareness to shared understanding. This guide gives you a ready-to-use framework for facilitating team workshops, offsites, or regular team meetings using the Cloverleaf Team Dashboard and the Cloverleaf SWOT.
By the end of this article, you will be able to:
Understand the Cloverleaf SWOT and how it differs from a standard SWOT
Design a team session using cross-assessment insights from the Team Dashboard
Run a sample agenda that drives meaningful team conversation
What Is the Cloverleaf SWOT?
The Cloverleaf SWOT is a team development framework that applies assessment data from the Team Dashboard to analyze group dynamics. Unlike a traditional SWOT, it focuses entirely on the team rather than the external environment.
Letter | Focus |
S | Team Strengths |
W | Team Weaknesses |
O | Opportunities for growth and productivity |
T | Threats to growth and productivity if left unaddressed |
The goal is to use all available assessments together for a balanced view of team dynamics. You'll go deeper on plugging specific assessment insights into this framework in later sections of this module.
How to Design Your Team Session
Before facilitating, review the Team Dashboard to understand which assessments your team has completed. Not every team will have every assessment available, so build your SWOT using the data you have. For any assessment you're less familiar with, use the links within the team file or visit the Cloverleaf Help Center.
As you review the data, look at how team trends, behaviors, and dynamics affect areas like:
Leadership style and communication
Emotional intelligence
Response to change
Decision making and risk tolerance
Conflict and relationship management
Motivation, recognition, and productivity
Goal setting and performance
Role clarity and culture
Leveraging team members based on strengths and behaviors
Aim to incorporate as many assessments as possible into your SWOT analysis for the most complete picture.
Sample Session Agenda
Use this structure as a starting point. Adjust timing and activities based on your team's size and goals.
Introduction and Welcome (5 minutes)
Open with questions that orient the group and surface priorities:
What is the most important team challenge you want insight on today?
What would make this session successful for you personally and as a team?
What have you already found valuable in Cloverleaf as an individual or team?
Best Practices for Self-Development (15 minutes)
Walk participants through how to use the Personal Dashboard for ongoing self-coaching and goal setting. Key areas to cover:
Role development
Energy Rhythm and time management
Using Enneagram stress and growth patterns for self-reflection
Building relationships using the baseball card and profile insights
Team SWOT Analysis (20+ minutes)
Facilitate a high-level SWOT discussion anchored in the Team Dashboard data. Keep the framing focused on team development:
Opportunities = opportunities for growth and productivity, including trends that aren't immediately obvious
Threats = patterns that could create friction or slow the team down if left unaddressed
Example: If your team skews heavily Extroverted on 16 Types, a weakness might be that people talk over each other in meetings. A practical response is establishing group norms the team agrees to and holds each other accountable for.
Discuss implications and best practices if time allows.
Optional Activity: Cloverleaf Hot Seat (15 minutes)
A team-building activity that builds connection and rapport. See [Cloverleaf Hot Seat: A Team Coaching Guide] for instructions.
Wrap Up and Takeaways (5 minutes)
Invite participants to share one takeaway and collect feedback using the provided feedback form link.
What's Next
This article is Section 1 of a multi-part coaching guide. Continue with the sections below to go deeper on using each assessment with teams:
Section 3: Using DISC with Teams
Section 5: Using VIA Strengths with Teams
Section 6: Using Enneagram with Teams
Section 7: Using Energy Rhythm and Roles with Teams
Section 8: Using CliftonStrengths® With Teams
Section 9: Using Instinctive Drives with Teams
