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

1) Set up the exercise

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

Click "Start Align" in the Align section. Then select the template you'd like to use. 

If you're part of a larger organization, you'll often have a company-specific template to follow. 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 "Continue".

2) Invite your teammates to participate

After launching you can add your team members 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 "Manage" on the exercise to preview results, see who has completed, and send reminders to people who haven't.

Once everyone has completed, you can close the exercise and email a copy of the results to everyone who participated by clicking this same Manage button, then clicking "Close Exercise & Get Results". Our recommendation is to send the results to your team 24-48 hours in advance of the 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, come back to the team dashboard and click the Discussion button under the Align. This will get you set up on our Discussion Facilitation Tool, which is a point-and-click tool that will help you with exactly what to say and do during the conversation.

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. We also have handy resources like discussion guides. Click here to book a call with us, or check out our other help article on how to run an effective conversation!

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