All Collections
Cloverleaf Learning Resources & Guides
1-1 Meetings & Team Activities
Designing A Cloverleaf Team Session & The Cloverleaf SWOT
Designing A Cloverleaf Team Session & The Cloverleaf SWOT

Learn how how to help teams utilize the data on their Cloverleaf Team Dashboard.

Team avatar
Written by Team
Updated over a week ago

This team coaching guide is designed to help you work with teams in a powerful way to help them utilize the data on their team dashboard.

We’ve included a format for facilitating team coaching sessions or workshops that you can adopt to meet your needs. You can modify any information in this team guide for things like team meetings, team off site events, or any team gathering that seeks to help teams grow and develop.



  • Understand the Cloverleaf SWOT and its role in the team session

  • Explore a sample session agenda outline

  • Apply the Cloverleaf SWOT framework to designing a Cloverleaf team session


  • The Cloverleaf SWOT framework helps to utilize a balanced approach to analyzing the Team dashboard because you are factoring in ALL assessments looking to identify specific dynamics of the team.

  • The Cloverleaf SWOT is a little different than a standard SWOT because you aren’t going to focus on the external environment, but apply everything to team development.

    • S - Team Strengths

    • W - Team weaknesses

    • O - Team opportunities for growth and productivity

    • T - Threats to growth and productivity (if remained unaddressed)

  • As part of the assessment specific modules you’ll learn even more about how to plug specific assessment insights into the SWOT.

  • See the sample slide deck provided with this module.


Designing a team session requires an in-depth understanding of the cross-section of a team’s insights. Not every team will have every assessment on their team dashboard. Try to incorporate as many assessments into the SWOT as possible. If there are any assessments that you need to learn more in depth, click on the links within a team file and/or access the Cloverleaf help section. You can also use the resources provided to you as part of this program.

In all cases, you are encouraged to look at the team’s dynamic, behaviors, trends, challenges, and opportunities for growth and how they may affect the following areas:

  • Leadership style/communication

  • Emotional Intelligence

  • Response to change

  • Project Planning

  • Decision Making

  • Risk Taking

  • Conflict

  • Relationship Management

  • Team Motivation

  • Recognition

  • Productivity

  • Goal Setting

  • Performance

  • Team/Organizational Culture

  • Role clarity

  • Leveraging existing team members based on behavior and strengths


Introduction/Welcome - 5 minutes

Sample questions:

  • What is the most important team challenge that you personally/collectively want to be able to get insight on today?

  • What would make today’s session successful for you personally, as a team?

  • What have you leveraged or gotten value from in Cloverleaf so far as an individual or as a team?

Best Practices for Self Development - 15 minutes

  • A quick guide to best practices on how to use your personal dashboard on a regular basis for self-coaching + goal setting.

    • Role development

    • Energy Rhythm Time Management

    • Noticing Enneagram Stress & Growth for self-reflection/self-regulation

    • Building relationships using baseball card & insights on others profiles

Team SWOT Analysis based on Assessment Results - 20+ minutes

  • This will be a very high level SWOT Analysis Discussion that incorporates different aspects of the team dashboard.

    • A traditional SWOT focuses on external opportunities and threats, for this purpose:

      • Opportunities are used to express “Opportunities for Growth and Productivity ” and may touch on some hidden/not so obvious team trends to leverage.

      • Threats are expressed as “Threats to Growth and Productivity” and might highlight some hidden trends that could present a challenge if not addressed/or called out.

  • For example, if a team is heavily “E” on 16types, a weakness may be everyone talking over each other in a meeting or lack of listening across the team. A best practice may be to set group norms for meetings that everyone agrees to and holds each other accountable for.

  • Implications for change/evolvement and best practices will be discussed/touched on if time allows

Example Activity: Cloverleaf Hot Seat: OPTIONAL IF TIME - 15 minutes

  • The CCP will model an activity that can be used as a team building exercise to create more connectedness and build rapport

  • See more about that activity: Cloverleaf Hot Seat: A Team Coaching Guide

Wrap Up + Takeaways - 5 minutes

  • Share takeaways and provide feedback (link to a feedback form will be provided)

We hope this guide is valuable in helping you maximize your ability to lead teams through making the most of Cloverleaf!

Did this answer your question?