Send Reminders to Encourage Thinkers to Continue Their Learning Journey

WHAT:

Sending Reminders via the Herrmann Platform has just gotten MUCH easier and even more dynamic!

WHO:

Practitioners and Practitioner assistants will be thrilled with these new options for reminding Thinkers to complete the HBDI and their e-learning Journey.

WHY:

Everyone is busy these days!  Getting a nudge or reminder about the great learnings in the Herrmann Platform is a welcome note.

HOW:

Below are screen shots and step by step instructions.  It's quite easy, and will be very powerful!

Reminders are a part of the Invitation process. 

In order to send reminders, first go to:

Search For >  Invitations

Use the search filters on the right hand side of your screen to find the appropriate invitation and the Thinkers you'd like to remind.

Once you've found the invitation, you'll want to "edit" it.

In Edit Mode within the invitation you'll have a few options.

Let's start with how to Remind a Thinker to complete the HBDI®.  

Simply Click Re-Invite for Thinkers who have not completed the HBDI®.  you can even update the deadline and auto reminders if you need to.

E-learning Reminders

To send Reminders to nudge the Thinker(s) to complete their e-learning Journey you'll need to click the button "Send Reminder Email"

The page now looks like this:

Last Completion steps...

Once a Thinker has completed the HBDI®, and you'd like to nudge them back to their Thinker Portal for additional learnings, you can narrow down the Thinkers by how much of the Journey learning they have completed.

Or select Thinkers on Your Own

You can also select the Thinkers on your own by selecting the "plus mark" next to the Thinker's name and email address.

Once you've selected the Thinkers that you'd like to remind, you're ready to select or write your reminder.

Let's select the template you're going to send.

At the end of this article we'll provide the actual text of the templates, but these can change from time to time so check out the templates and see which one fits your needs.

When you select a template, you note that you can edit the template to even further suit your needs.

One cautionary note...many of the templates have a link to direct the Thinker to their Thinker Portal.  

Be careful not to change the link...one letter change and it won't work.  

Once you are happy with the text, simply click "Send" and your reminder is off to the Thinkers.

Write Your Own Email

If none of the templates fit your needs, you can write your own email to send through the Herrmann Platform.  

Customize the text as you see fit, and then "Send".

That's about it.  You're ready to encourage your Thinkers to extend the Journey and learning.

Don't forget to encourage your Thinkers to share their profiles with others in the organization!

----------------------------------------------------------------------------------------------Template Samples

Start Journey

Subject Line: Get started with your Whole Brain® journey today

Body Text: 

Hello, I noticed that you haven't yet started your Whole Brain® journey or taken the HBDI®.
The HBDI® is a validated assessment that measures thinking preferences and we will be using it in our upcoming session.
It's critical that you complete the HBDI® so that we can have a meaningful session and so that you can fully participate.

The HBDI® should take less than 30 minutes, and the rest of learning experience should take 60-90 minutes and can be done in small increments.

To get started, return to the Herrmann portal at https://journey.herrmannsolutions.net and click on "Introduction."

Thank you in advance for completing by [[ENTER DATE HERE]]

If you have ANY questions or challenges – please reach out to me at [e-mail].

Thank you in advance!

Signature

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Next Steps Follow-Up

Subject Line: Follow up to our session – Whole Brain® Action Items!

Body Text:

It was great working with you all yesterday!

As promised here are a few next steps you can take to build Whole Brain® Thinking into your processes and team culture. I encourage to start doing these immediately, while our conversation is fresh in your mind:

1. Save a bookmark to the Herrmann platform: https://journey.herrmannsolutions.net/thinker?ref=invitationremindermeetingbookmark
2. Personalize your profile by visiting the "View my profile" button in the Sharing tile
3. Look each other up before meeting as a reminder of how to best collaborate
4. Designate a Whole Brain® champion on your team
5. Look up your team and use the information you find to review at an upcoming meeting, better plan a change, diagnose a business challenge or plan effective communication to key stakeholders. I look forward to working with you as you apply Whole Brain® Thinking!

Please reach out with any questions you may have.

Signature

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Upcoming Meeting

Subject Line: Our Whole Brain® Thinking sessions is coming up, here's what to expect

Body Text:

Hi,
Thank you for completing your HBDI® and the learning in preparation for our upcoming meeting. I'm excited for our upcoming session on [[ENTER DATE AND TIME HERE]].

Here are a few things to look forward to during our meeting:
1. Quick review of the Whole Brain® Thinking model. Do you have any questions about the model or your results? Bring them along and I will address them.
2. Review of your group results and the implications this has to the way your team works together.
3. Next steps for applying Whole Brain® Thinking and using the Herrmann platform to tap into your superpowers.

If you haven't already, go ahead and bookmark this link to the Herrmann platform: https://journey.herrmannsolutions.net/thinker?ref=invitationremindermeetingbookmark

Looking forward to our meeting!

Signature

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Tomorrow Deadline

Subject Line: Time Sensitive: Deadline for completing workshop pre-work is tomorrow, [[ENTER DATE HERE]]

Body Text:

Hello,

I am facilitating your upcoming meeting this week on [[ENTER DATE HERE]]. I need your help!
The absolute deadline for completing the pre-work is [[ENTER DATE HERE]], and the system indicates that you have not completed the HBDI® assessment or the accompanying learning:

• If you are attending, please complete your pre-work today
• If you are not attending, please let me know
• If you are having technical issues, please let me know

The entire process should take you 90 minutes or less to complete, 60 minutes or less if you've already completed the HBDI® assessment – you can stop and start as needed.
I really need you to prepare for our session together so that you can get the full benefits of our time together, and so that I have enough time to finish my preparations for which I need your completed data.

Please follow these four simple steps to complete the pre-work:
1. Click on the invitation link you received in a prior email and create your user account. Be sure to note your username and password for future use.
2. Proceed to the Herrmann platform and look for the "Journey" where your learning will happen. Please bookmark the portal login page so that you can return to it to make use of all the resources on this site whenever you want, including interactive tools we will access during our training.
3. Click on the Introduction tab in the Journey tile to start your learning and complete your HBDI® assessment in the Explore Cognitive Diversity module.
4. Next, continue through the 7 short, self-paced micro-learning modules to learn how to apply Whole Brain® Thinking and unlock your HBDI® results. The program generally takes about 60 min for most (up to 90 min) to complete, but you can stop and start as needed and your progress will be saved. To return to the Portal at any time to continue go to https://journey.herrmannsolutions.net

Please complete as much as you can by [[ENTER DATE HERE]].

If you have ANY questions or challenges – please reach out to me at [e-mail].

Thank you for your timely attention to this important learning!
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Short Friendly Reminder

Subject Line: Keep going with your Whole Brain® journey

Body Text: 

Hello,
Thank you for getting started on the pre-work for our upcoming meeting.

I noticed that you have not yet finished the learning.

Please finish up before our session. We really need it so you are prepared and can fully participate.
1. To return to the portal log in at https://journey.herrmannsolutions.net
2. Continue until you complete all 7 of the short self-paced micro-learning modules and you have unlocked your HBDI® results.
The modules in total generally take about 60 mins, so you will only need 60 min or less to get this done!. You can stop and start as needed and your progress will be saved.

Signature

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Long Friendly Reminder

Subject Line: Keep going with your Whole Brain® journey

Body Text:

I noticed that you have not yet finished the learning.

The HBDI® is a highly validated assessment resulting in a profile of your preferred approaches to thinking.
This profile will help you develop insight on how you learn, make decisions, work in teams, solve problems and communicate.
The assessment measures preferences not skills. It is not a test; there are no wrong answers.
In our upcoming session we will use the data from your HBDI® and what you will learn about Whole Brain® Thinking to improve how your team operates and collaborates.

Please finish up before our session. We really need it so you are prepared and can fully participate.
1. To return to the portal log in at https://journey.herrmannsolutions.net
2. Continue until you complete all 7 of the short self-paced micro-learning modules and you have unlocked your HBDI® results.

The modules in total generally take about 60 mins ,so you will only need 60 min or less to get this done!.
You can stop and start as needed and your progress will be saved.

Thank you in advance for completing all of the modules of the learning journey by [[ENTER DATE HERE]].

If you have ANY questions or challenges – please reach out to me at [e-mail].

Thank you in advance !

Signature

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CUSTOM Reminders: Example:

Subject Line: Did you know you can continue to use your Herrmann Thinker Portal for everyday use?

Message:

Using the Whole Brain Thinking that we discussed in our session last week can improve your team effectiveness.
It can be as simple as logging into https://journey.herrmannsolutions.net/thinker
And then looking up a colleague that you are going to be meeting with, so you can plan some of your communications to fit their needs.
Or, take a look at the Team data I created for you.
Or just review your own personal data and consider how your thinking preferences can improve your day and the things you want to accomplish.

You have the Whole Brain Tools! Try them out...often!