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How To Use Insights To Coach Team Members Through Challenges
How To Use Insights To Coach Team Members Through Challenges

Practical steps to help your team address and overcome challenges.

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Written by Team
Updated over a week ago

Familiarizing yourself with your team member's Cloverleaf profiles can help you plan for effective one-on-one sessions and discuss how they can tackle their challenges in their job. Doing so is a powerful way to help ensure your team is supported well.

How To Use Cloverleaf Insights To Navigate Challenges With Your Team

Go To Your Team Member's Profile And Explore The Insights Section

Specifically, review the Change and Motivation categories and note what stands out to you concerning your teammate.

Next, write down some thoughtful questions related to the challenge. Below are some examples:

It can be helpful for you to feel in control.

  • What can you not control right now?

  • What do you need to release?

  • What can you control right now?

What seems unfair about this current situation?

What do you think can be done to make this situation right?

Further, explore any assessment results within your team member's profile for additional observations and insights.

For example, in this case, the Culture Pulse results indicate this individual has a high performance and goal mindset. This insight can lead to further questions that are guided by the results:

Is there a lofty yet achievable goal you can set for yourself this week that can be broken down into daily performance metrics to help you overcome this challenge?

Additionally, it's helpful to use Cloverleaf's relationship map to review how two team members are similar and unique. This tool can help you identify areas you may need to actively support.

How To Guide The Conversation With Your Team Member

Start with a simple question to clarify the issue. “What is the challenge you are experiencing right now?”

Ask or two opening questions like the one above and then stop and listen.

It is okay if the other person does the majority of the talking. Allowing your teammate to process how they are doing is essential before actionable steps can be defined.

Refer to their profile and any insights or results that could be impacting the current circumstance.

  • Have you looked at your own “change” tips or other categories?

  • What do you think about these insights and how do you see that playing out right now?

Give team members opportunities to interpret their results and share their experiences before giving your thoughts and advice.

Conclude The Conversation By Expressing Support.

  • Is there anything I can do to support with "X"?

  • If you find it difficult to keep track of the details, try reaching out to Elayna. She has been using "Y" to help her with the same challenge and may offer some helpful advice.

  • Let’s set up a time next week to reconnect and see what’s been helpful.

Additional Aspects To Consider About A Team Members Unique Challenges

  • If they are now WFH, what is their environment like, and how does it impact their work in new ways?

  • How has the work climate changed for them? Are they client-facing in a time where client communication feels risky/uncomfortable/unfamiliar?

  • What steps can be taken to improve their situation?

  • Do they need help implementing structure?

  • Are they feeling isolated and need more opportunities for human interaction?

  • Do they just need to be told, “It’s okay to prioritize time with your family?”

  • What has been the most stressful change for them recently?

  • What projects and work have they been enjoying lately? Is there more of that type of work you could assign?

At the end of the day, this is all about connection and helping your team members to feel cared for and known. If you ask good questions and create space for them to speak openly then you have done a great part in helping resolve issues and create impact.

These steps should help you get started in understanding the power within the Team Dashboard, as well as within your team!

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