For Certified Practitioners: How do I set up my Pulse Check-Ins?

Setting up your Pulse Check-Ins is a simple process that helps you get regular, bite-sized feedback on your leadership behaviours. Here’s a step-by-step guide:

1. Log in to the TripleGoal Learning Platform:

   • Go to the login page of the TripleGoal Learning Platform.

   

2. Access the Left Side Panel:

   • Once logged in, go to the left side panel of the app. Under the “Tools” section, click on “Pulse Check-Ins”.

   

   • Click "Create Check-in".

   • Click "Get started".

   

3. Choose the Behaviours You Want to Grow:

• You’ll start by selecting the leadership behaviours you want feedback on. These come from TripleGoal’s unique framework:

• Green Zone behaviours (like being calm under pressure or showing empathy)

• Red Zone behaviours (like being reactive, avoidant or controlling)

• You can choose up to four behaviours in total, and it’s recommended you pick a mix. For example, two Green Zone and two Red Zone. This helps you get a more complete picture of your leadership habits.

• You also have the option to edit the wording of any behaviour, or write your own if something specific matters to you.

4. Set How Often You Want to Check-In:

• This is called your “cadence”. You decide how often the system should collect feedback. Think of this like setting a reminder for how often you want to pause, reflect, and check your progress.

• Choose a date and time when you want your first check-in to happen (called the “baseline check-in”).

• Then select how frequently you want to repeat the check-ins:

• Every 2 weeks

• Every 4 weeks

• Or every 8 weeks

• Make sure your first recurring check-in happens at least as many weeks after the baseline as your chosen rhythm. For example:

• If your baseline check-in is on November 13 and you picked a 2-week cadence, your next check-in must be November 27 or later.

5. Choose Your Evaluators:
• Pick the people you trust to give you honest input. This might be: (1) your team, (2) a manager, (3) peers or colleagues you work closely with.

• They’ll receive a short, easy-to-answer survey based on the behaviours you selected. Most people complete it in less than a minute.

5. Final Checking:
• Lastly, you’ll see a final review screen where you can double-check everything.

• Then click to confirm, and your pulse check-in is ready to go!