Teams in The Herrmann Platform: For Practitioners

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WHAT is a Team?

From Assessment Groups, Invitations, Data Roles, and Teams-there are lots of different ways to organize Thinkers in The Herrmann Platform (formerly known as Axon). So what is a "team" and why would a Practitioner create one rather than using other organizational tools?

The key difference between the different ways to organize Thinkers is that Assessment Groups, Invitations, and Data Roles are meant to help Practitioners keep their database of Thinkers organized. While "teams" was created as a way for Practitioners to give their Thinkers direct access to their team data and additional features on the Thinker side of the Herrmann Platform.

When a Practitioner creates a team, it shows up on their Thinker Portal under their list of teams.

From here Practitioners gain access to different features, including:

• Animated visualizations of the Team Preference Map, Average, and Composite Profiles
• An in depth explanation of how to understand their team data and information
• Quick Access to the Share & Compare profiles of every team member
• "Action Plans" which help  Practitioners develop concrete actionable steps they can take to address team problems (BETA)

Herrmann recommends that whenever Practitioners do a team debrief they also create a Team on the platform to give Thinkers access to this data and information as a part of the debriefing process.

When should I create a Team? 

In general, we recommend teams for the following scenarios:

• Functional teams that work together on a day to day basis
• Specialized teams coming together to plan a specific event or initiative

However, there are some limitations on teams. In general we suggest that:

• Teams should be 30 people or less.
  • This feature is designed for teams where everyone works together closely on a regular basis.
• Teams should have had an HBDI Team debrief with a Certified Practitioner.

HOW To Create a Team 

The easiest way to create a team is to use the "Create Team" link when running a team report. See pictured below.

Practitioners will be taken to the "New" Team creation page where they will name the Team.  Practitioners can add or remove team members, indicate the team manager in the list, and then save this Team creation.

Once Practitioners save their Team, they will be given a final option to confirm the changes you indicated.

Then they'll name the new Team, and search for the members by typing in the search block by names or email addresses for each member.

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NOTE: Once all the Team Members have been selected,

Practitioners MUST select one of the Team Members as the Manager, in order to save the Team.

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Practitioners can also create and manage teams from the "Teams" section in The Herrmann Platform (Axon). Under the "Search For" tab select Teams, and then select the New Team button in the upper right corner.

HOW do I view the Team that I have created? 

Once a Practitioner has created a team they can view the team by going to:

Search For > Teams

There they should see the list of all the teams that they have created.

 Practitioners will have two options on the page:

View and Edit (see pictured below)

Viewing the Team will allow Practitioners to see the Team pages just as they will appear within a Thinker's Portal.

This view can be used for Practitioner to introduce and encourage team members to use the Team resources for day to day and week to week activities.

HOW do I talk about Teams with my Thinkers? 

• Practitioners can provide the Team with an HBDI® Team Report debrief session where they will review their HBDI® Team Profile.
• Practitioners can incorporate information about the modules Thinkers will be able to explore on their own into the debrief process.  Here's an article that outlines the Team tile in the Thinker Portal
• The Team experience is meant to be self guided. There is no need to walk them through everything, just a few clicks to get them excited about using the Team module on their own.
• Recommend they take an exercise per week to keep the session and their learnings alive.

Additional Resources:

Teams: For Managers Article

Teams: for Thinkers Article

Teams: Frequently Asked Questions