This guide is for users currently in an Enterprise plan with Cloverleaf.
Getting Started Guide
Welcome! We’re glad you’re here and excited to get you and your team up and running!
This guide will serve as a roadmap to align our efforts and define the measures of success for our collaboration as you get started with Cloverleaf.
Why Cloverleaf?
How it works
Cloverleaf Onboarding: What to Expect
Pre-Planning
Based on our experience, our most successful organizations have three things in common:
A compelling story for why it matters: Leaders throughout the organization can communicate why using Cloverleaf to create a culture of coaching matters to individuals, teams, and the organization as a whole.
An Engaged Project Team: The project team will aid in setup and configuration planning, launch strategy, and supporting ongoing adoption efforts.
Leadership engagement and role modeling: Leaders inside the organization are willing to model use to demonstrate support, enthusiasm, and encouragement.
💡 Need Ideas? Take a look at our Learning Resources & Guides and our video All-In-One Tool For Developing People To Be Their Best Selves Every Day
Step 1: Configuration Planning & Rollout Strategy
Who: Project Sponsor(s) and Organization Admin(s)
To get started, you’ll identify at least one organization admin who will be responsible for aiding in organization setup and configuration during implementation and tasked with day-to-day user management responsibilities after initial onboarding.
Purpose of the Call
We’ll use our time together to discuss:
Project goals and success metrics
Configuration Considerations
Optional Integrations - Calendar (Outlook/Google Workspace) and Messaging (MS Teams & Slack)
Pilot teams and potential use cases
Invitation strategy & timeline
Approach to training
💡 Remember, each assessment unlocks additional coaching content. We suggest a minimum of 3-4 assessments across multiple categories, with at least two assessments in the behavioral category.
🎬 Assessment Selection Considerations Dr. Scott Dust, Chief Research Officer at Cloverleaf
Review: Decisions & Deliverables
Your To-Do List
Assessment Selection
Confirm invitation strategy (timelines and contingencies)
Launch Messaging: Cloverleaf is Coming
Step 2: Organization Admin Training
Who: Organization Admin(s)
What: Overview of most common Admin-related functionality
Purpose of the Call
We’ll use our time together to review organization configuration and provide an overview of organization admin functionality to ensure Org Admin is equipped to:
Enable/Disable Assessments as needed
Add, remove & edit users
Add, remove & edit teams
💡Admin Dashboard Resource Collection can be found here.
Your To-Do List
Review and confirm organization configuration.
Work with Cloverleaf Customer Success team to schedule Step #3: 45 Minute Introductory Group Training(s)
Confirm invitation timing
Step 3: 45 Minute Virtual Group Training
Who: Team Participants
Purpose of the Call
We’ll conduct a team-wide introduction and overview of Cloverleaf, including:
Incorporating Cloverleaf Insights in the flow of work
Your To-Do List
Prepare 3-5 minute overview of your goals associated with Cloverleaf (re-iterating why it matters to individuals, teams, and the organization.)
Org Admin: Schedule a 30-minute bi-weekly meeting with the designated Cloverleaf Customer Success Manager to ensure ongoing support throughout onboarding experience.
Additional Ways to Use Cloverleaf and Stay Up to Date