This guide is to help people who have already submitted their Align results and want to know what's next. If you're not quite at this point yet we have other articles for how to set up an Align, how to complete an Align, and general Align FAQs.


How to find the Report

Most people first view the report when an Align is closed and your personal results are sent to you via email. However, you can also preview the results before the Align is closed by going to your team's dashboard.

The Align report has sections for:

  1. Report Summary / Custom Insights - see the 3-4 areas SHIFT recommends you focus on when looking at the results
  2. Team insights - see what your team is doing well and needs to improve as well as where the team agrees or sees things differently
  3. Personal insights - see where you have similar or different views to your teammates
  4. Host team discussion - for those facilitating the debrief to walk through the results

You can navigate between these sections by clicking on the menu on the left side of the screen.

Report Sections

1) Custom Insights

This section takes the to 3-5 things that SHIFT has found in your team's results, and highlights them.

This can be especially beneficial for managers or facilitators who are prepping for an upcoming discussion, and don't know where they can start. Have a look at our suggestions, see which ones resonate, and use while prepping. (And if you'd like support while prepping, reach out to us for a coaching call!)

2) Team Insights

This section is where you'll find insights on how your team as a whole answered the Align survey, and what behaviors you and your teammates should focus on for your improvement efforts.

The blue dots are your team's overall score for each statement (screenshot below is from the Statements by Importance subsection). Further to the left (in the red) means the statement is both important and not doing well, further to the right (in the green) means the statement is important and going well while the middle (yellow) is some combination of statements that aren't important or where the team disagrees on how well it's going.

We also have the capability to benchmark your team against others (shown above). The black diamond is the benchmark score of other teams (the org-specific benchmarks are often very revealing). This is useful for uncovering second-layer insights ("hm... we scored lower on efficient team meetings, but turns out it's an issue for a lot of teams! Maybe there's an opportunity to learn from what others are trying").

Plus, if your team has previously run an Align exercise and you're doing a 3-6 month checkin (check out our 6 month Team Effectiveness Program for more info on how to make continuous improvements through re-use!), you can view how your team's results changed over time. Managers have told us this is a useful feature for tracking the progress of your team's improvement efforts over time.

You can also see the raw data of how everyone answered each question in the Statements by Scatterplots subsection. Notice that each statement will have a different level of agreement within the team. 


Finally, statement-specific guidance and resources are available on this page as well, either by clicking on a statement in the overall heatmap, or at the bottom of the page in the Guidance to Improve subsection. 

This guidance has proven particularly useful as a starting point for whoever is responsible for facilitating a team discussion, although we're also always game to hop on a call to review your team's insights with you to help you prepare for an upcoming facilitation as well.

3) Personal Insights

This section shows how your answers compare with those of your teammates. You can view comparisons for each statement of the Align activity on both scatterplots (You vs Your Team subsection) and slider bar (Team Summary subsection) views.

A scatterplot example is shown below. On the scatterplot the blue dot is your answer, and the other dots are those of your team. On the left hand side you'll see all the statements sorted by how you answered compared to your team.

This section is particularly useful for identifying personal blindspots - areas where you and the rest of your teammates may not see eye-to-eye on things.

4) Host Team Discussion

A common issue for people facilitating a discussion is that they don't have a framework to use in that discussion, and we have your solution! Our step-by-step interactive discussion guide is a roadmap that can be used by facilitators. Try out a demo!

We highly recommend taking notes in the discussion guide so that you can recall major elements of the conversation.

That's it! We'd love to hear from you about any other questions you may have (hi@chooseshift.com), and we're excited to help your team to truly improve!

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