Valence

Russell Morrison

Levi Goertz

Ryan Lalkaka

How To: Technical Guidance for our tools

Learn how to upload all your team members at once using a CSV file

Adding all your team members using a CSV file

Your first step as a manager is to create a team

Create a team

How to add or remove teammates on a team that you've created

Managing your Team - Roster, Team name and deleting a team

Steps to add in another manager (or co-admin) to a team, for administrators, coaches and managers

How to add another manager to a team

​Not sure what exactly the tools do? Get a feel for our Align or Perspective tools by exploring our demo version

Access our tool demo

Creating and Managing a team

Everything you want to know about the Align exercise

Align

Setting up and running an Align exercise to uncover what's holding your team back and get guidance to resolve it

Setting up and running Align

Information for team members doing a Valence Align activity for the first time.

I've been asked to complete an Align. What do I do?

Easily check completion rates and send reminder to those yet to respond

How to check responses and send reminders on your Align exercise

Get insights what matters to your team, how you compare to peers and how to improve

Reading your Align Report

Setting up your team's Align

Everything you need to know to use the Discussion Space tool

Running an Align conversation with our interactive Discussion Space

Having a Team Discussion

Translating Align to Different Languages

Learn how to hide your responses in your Align report

Hiding your responses in Align on the report and the Discussion Tool

How to get your Align results into an offline and shareable document

Print the Align Report to PDF

Everything you wanted to know about Align

Align FAQs

Keep the momentum after Align by continuing to invest in building a great team

Follow up to Align Team Foundations

FAQs

How to Edit a Team Habit that has previously been created

Edit an Existing Team Habit

The right Habit statements, respondents and frequency of engagement can help you achieve team or personal goals.

Tips for making great Habits

Set a growth or improvement goal and then make sure you stick with it

Making a Personal Habit

Help your team adopt new and better ways of working, without sliding back into old patterns.

Making a Team Habit

Habit

Reflect 360

Ready to get feedback for your personal growth?

Setting up a Reflect 360

Learn how to check who has responded and send reminders to those who are yet to respond to your 360 exercise

How to check responses and send reminders for your Reflect360

Key features, tips, and how to best make use of your finished Reflect 360 activity

Generating and reading your Reflect 360 Report

Setting up your Reflect360

Learn about our lightweight and learning focused Reflect 360 tool - get feedback in 5 minutes

Why use the Reflect 360 tool

A quick guide for coaches or managers to support someone who's completed a Reflect 360

Coaching someone who's completed a Reflect 360

Tips and advice to help a colleague review and process their 360 feedback

How to help a peer or report reflect on their 360

Everything you need to know about our Perspective tool

Perspective

Information about the Pair Perspective, and how to leverage the report to pair with a team member to improve your working relationship

Leveraging the Pair Perspective report

How to get all your team members to complete Perspective and engage with the results

Setting up Team Perspective

Learn what your team can expect while completing a Perspective.

Your Team's Perspective Experience

Learn how to check who has completed their perspective profile on your team, and send reminder to the rest to complete team profiles

How to check responses and send reminders for your team Perspective

There are many ways you can use Perspective to gain insight and learn to work better with colleagues

Getting the most out of Perspective

Your team members have done the Perspective exercise and are coming together to discuss the results

Running a great Team Perspective conversation

Getting your team started off

An introduction to Perspective- Learning why teams use Perspective, its theoretical background, and the Perspective framework

What is Perspective?

The most common questions asked about out Perspective tool

Perspective FAQs

Gain coaching insights and specific tips for your 1:1s with our new addition to the Perspective Tool

For Managers: Using the Perspective 1:1 Coaching Guide

How to filter results on a Team Perspective report

Changing who appears in a Team Perspective Report

Switching between a team wide view and an organization wide view - control privacy on your Perspective profile

Changing who can compare with you in Pair Perspective

If you are curious about the various archetypes that exist in our Perspective tool, read on!