CliftonStrengths Event Checklist
We are thrilled to work with your team. We have a checklist of over 60 items for our back end processes to serve your event. We'll be working away at any applicable travel, slides, and completion reports to share your CliftonStrengths progress.
For your items, here's a handy list:
If your team needs to complete their CliftonStrengths assessments or "unlock" process, please prioritize that as #1. This time-sensitive item has dependent tasks attached. The completion of this step also allows any physical materials or custom team charts to be created if they are part of your package.
Be sure to tell participants about the assessment deadline, which is usually 2 weeks before your event. If you do not know your assessment deadline, reach out to [email protected].
Submit any existing or self-purchased CliftonStrengths reports to us. If custom Team DNA reports are included in your package, we'll need everyone's results. For codes purchased through us, you're good to go. We have access. For anything you purchased on your own, we'll need a completed Team Data Spreadsheet to be sure those team members get included in your report.
Please submit a fully-compiled spreadsheet to [email protected] after they're all included, rather than one at a time. Many teams post this as a shared file on SharePoint or another file-sharing system to make the process easier.
If desired, book your pre-event call with your facilitator. This is where they hear what's happening with your team so that examples are aligned with your group. This call is optional. If no call is booked, we will use the information you wrote in your Events Without A Hitch (Logistics) form.
The most ideal time to meet is 1-2 weeks out from your event. Talking closer to the event allows your comments to be top of mind for the facilitator.
- If Lisa is your facilitator, use this Calendar link to book time.
- For all others, contact them directly via email to schedule.
Book your training room if your event is in-person, and be sure we have the address of your venue. For virtual events, we will create the training room and send you a link. Helpful tips for in-person events:
- Be sure to have a projector and screen.
- For rooms with >30 people, please provide a hands-free microphone.
- Plan for the configuration of tables and chairs.
- Order any food or beverage you might want in the room.
- Check the room to confirm there's a whiteboard or flip chart in the room + a couple of markers.
Send an invitation to your team to save the date and build excitement.
A few days before, remind participants to print and bring their CliftonStrengths Reports to the event. For virtual events, they can use a PDF version or use the digital resources we provide. For all events, it's okay if they forget or they don't have a printer. This isn't a critical item. The most important thing is that they've done the assessment and read the report in advance.