Cloverleaf is an online platform that uses aggregated data of various assessments to give you daily coaching tips. Cloverleaf has a team feature that is cutting edge and creates team dashboard visuals with aggregated team assessment data.

When you create a team, you form a space for individuals to discover personal working preferences and working preferences of team members. This positive environment creates connections by cultivating and modeling psychological safety with your team. Let’s get started:

1. IDENTIFY YOUR ROLE

There are 2 distinct roles when creating a team. The same person can manage both roles.

Team Admin: is the person who will create the team in Cloverleaf. The expectation is this person will maintain any systemic updates for the team, in the platform. i.e. adding members, sending team invitations, adding a facilitator, changing assessments and general updates.

Team Leader: is the person who will be leading the team. Most of the time, this person will be a Manager of Others, but does not have to be. This person will have a specific reason why they are creating the team.

2. CHOOSE YOUR ASSESSMENTS

There are 2 assessment options to choose prior to creating your team. Keep in mind that Cloverleaf uses aggregated assessment data for personalized coaching tips.

Option 1: Use pre-set assessments. This is the preferred option.

Option 2: Pick a minimum of 2 assessments from different assessment categories.

3 TIPS TO CREATE YOUR TEAM

1. Work with Team Leader to create the invite list

2. Go to the Team Dashboard, to set up your team

3. Leverage using the pre-selected assessments

4. Transition your responsibility of Team Admin when you move roles

4 PLAN YOUR DIALOGUE STRATEGY

By referencing the Manager/Team Leader Best Practices on ways to lead a conversation using Cloverleaf. Get ready to coach your team to winning business results!

Cloverleaf has a lot to offer, so check out our blog or other articles about the TEAM Dashboard.

For more help with Cloverleaf, view related help articles:

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