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How to access the Team Effectiveness Dashboard

The Herrmann Team Effectiveness Dashboard is a 10–15 minute online diagnostic that helps teams evaluate their focus, alignment, and collaboration. As a Certified Practitioner, you’ll manage participation and reporting through Axon. This article explains how to set up access, send invitations, and prepare for your team debrief session.

 

⚙️ How to Access the Dashboard in Axon

  1. Confirm Access and Licensing

    • Coordinate with your Herrmann representative to ensure your Axon account has the proper permissions and active licenses for the Team Effectiveness Dashboard.

  2. Create an Invitation

    • Log in to Axon and select Create Invitation.

    • Follow the same process you use for the HBDI® Assessment.

    • When prompted, choose Team Effectiveness Dashboard as the Diagnostic type.

    • Review your invitation details, then send it to participants.

  3. Allow Participants to Complete the Assessment

    • Each participant receives an email invitation with their unique link.

    • Encourage them to complete the 37-question assessment within the provided deadline.

  4. Run the Report

    • Once all participants have completed the assessment, go to Run Reports in Axon.

    • Select Team Effectiveness Dashboard Packet.

    • Use the search filters to locate your group’s name.

    • Select all assessments and click Run Report to generate the full team packet.

  5. Prepare for the Debrief

    • Download the Facilitator Guide and Sample Report from the Herrmann Practitioner Resources portal.

    • Review the team’s responses, quadrant data, and open-ended comments.

    • Use these insights to plan your team debrief and identify key discussion points.

💬 Suggested Invitation Text (Optional)

If you prefer to send your own email invitation instead of using Axon, include the following language:

The Herrmann Team Effectiveness Dashboard measures how your team focuses on different areas of work, and how that focus might need to shift.

Please complete the assessment by considering your team as a whole.

  • There are no right or wrong answers.

  • Some areas may receive lower ratings depending on your team’s goals or function.

  • Your responses are anonymous and combined with others to form your team’s overall results.

To begin, click your personalized link below:
[Insert URL from invitation setup]

This link is unique to you. Log in or create an account using the same email address where you received this message.

The assessment takes approximately 10–15 minutes to complete. Please finish it by [Insert Deadline Date].

💡 Practitioner Tip

It’s strongly recommended that the team complete the HBDI® Assessment and participate in an HBDI® Team Profile debrief before using the Team Effectiveness Dashboard. This ensures participants already have a shared understanding of Whole Brain® Thinking and their team’s cognitive diversity.

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