We'll walk you through how to run an Align exercise.

1) Set up the exercise

  • Go to your team's dashboard (if you have more than one, make sure you've selected the proper team from the Teams tab at the top!). If you haven't made a team, here's advice on how to do that.

  • Click on 'Team Align' on the top of your screen

  • If this is your first time running an Align, you will see a prompt to start a new Align, seen below

If you have run an Align before, you will see the screen below, and you can click on the option to 'Start a New Align' and get started.

If you're part of a larger organization, you may have a customized selection of themes available to you. However, if you're not sure which template to use you can click Preview on any of them to learn more. Once you know which version you'd like to use, click the blue "Launch" button

2) Complete your assessment

You will be prompted to complete your own assessment. Click on 'Assess the team' to begin.

You can read about how to complete the diagnostic by clicking here.

If you are supporting a team, click on 'I won't be assessing the team'.

3) Invite your teammates to participate

After launching you can add your team members by clicking on 'Begin Inviting'

You can always add more team members by clicking on the 'Invite Participants' button

Add in your team's details and have our system send them an invite email. We recommend this approach, BUT if you're worried your IT department will mark all emails from systems like ours as spam, you can quickly copy and paste the exercise's URL and email to your team manually. Inviting people through us will mean people are automatically added to the team, but if you do choose to share the URL manually, anyone who completes the Align will also automatically be added to the team when they submit their answers.

3) Manage the Exercise

Over time you can go back to the team page and click the "Manage" button on the Align title itself to see who has and hasn't completed, and send reminders to people who haven't.

If you wish to close the exercise, repeat the steps above. Once everyone has completed, you can close the exercise by clicking "Close and Generate Report". At this point, you'll be able to view the report, and also have the option to email a copy of the results to teammates who participated.

Our recommendation is to send the results to your team 24-48 hours in advance of the followup discussion; this lets everyone get their own personal report sent automatically via email and they can come to the followup discussion with some insights.

4) Organize a conversation, and reach out to us if you want advice

You're ready to organize a team discussion! When you're satisfied with the number of responses and have closed the Align survey, you can use our Discussion Space tool, a point-and-click tool that will help you with exactly what to say and do during the conversation.

You can access the tool via the 'Team Conversation' tab...

...and then by clicking on the "Begin Exploring" button:

You can always set up a support call with us about how to best host one of these discussions; we'd be happy to walk through your results with you, and share valuable resources we have!

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