We are so excited to have you and your team on Cloverleaf! To get started, here is a quick video reminding you what Cloverleaf does best.
Rollout Strategy & Configuration Planning Resources:
To get your team up and running, you’ll want to consider incorporating a few assessments across multiple categories. Check out our Cloverleaf Assessment Guide if you need a refresh on the different assessments we have!
We recommend selecting 3-4 assessments to get started, choosing 2 from the behavioral category, one from the strengths category, and one additional assessment based on your organization's needs. Below is a video to walk you through selecting assessments and what to consider with our Chief Research Officer, Dr. Scott Dust!
The most frequently selected onboarding assessments include 16 Types, DISC, Enneagram, Culture Pulse, VIA (Values in Action), and Energy Rhythm.
Remember, this can always be adjusted later! We just want to choose a good place to start for your team.
Organization Settings and User Management:
As an Organization Admin, you have the ability to manage your organization settings and the people within your Cloverleaf organization. Here are a few guides to help you navigate this!
Manage Your Organization Preferences and Settings
Manage Who Can Join Your Organization
Create and Manage Teams from the Admin Dashboard
Manage Users from the Admin Dashboard
Want to dive in even more? You can find all of our Admin Resources in our Help Center!
Leveraging Cloverleaf in your Organization:
After you have your organization all set, and you've started inviting your team- you might wonder, what's next? Here are some resources to walk you through everything Cloverleaf can do for your teams!
Once you have taken assessments, you will start to receive personalized Coaching Tips about you and your teammates! Here is a guide to our Daily Coaching Experience!
Everyone can manage who they receive Coaching Tips through their Coaching Network.
The Company Directory gives you and members of the organization a full view of their teammates.
We’re all wired differently. The Thinking Style Comparison tool allows you to compare cognitive thinking styles to draw new insights and engage more effectively with teammates.
Use the Team Roles Grid to gain insights into your team's natural strengths as you work together to achieve team goals.
Utilize our Calendar Integration to get Coaching Insights before every meeting.
Our Slack and MS Teams Integrations allow you to get Coaching Insights where it makes sense for you!
Here is a Team Exercise to support self-awareness and create the space for team communication designed to increase trust.
Questions about Cloverleaf Confidentiality? Check out this Privacy, Validity, and Reliability guide,
We have a lot of resources available for you on Cloverleaf, so feel free to spend some time exploring the rest of our Help Center! We have a handful of guides to walk you through our Best Practices which are often helpful for our team leaders, as well as a landing page for all product updates on Cloverleaf!
If you are looking for even more content, check out our Cloverleaf Podcast- People are Complicated.
Happy Team Building!
