Practitioner | How to access the Team Effectiveness Dashboard | (How-to)

How to Access the Herrmann Team Effectiveness Dashboard in Axon

1. Coordinate with Herrmann to have the Axon system set up with the proper permissions and license 
2. Login to Axon and create an Invitation, just as you would for the HBDI, but select the Team Effectiveness Dashboard as the Diagnostic in the Invitation creation process
3. Send the invitation and allow participants time to complete.
4. Once the Assessments are complete, run your reports in Axon
   • Go to "Run Reports"
   • Select the Report: Team Effectiveness Dashboard Packet
   • Search for your Group's Name in the search filters
   • Select all the Assessments
   • Run your Report
5. Download the Facilitator Guide and Sample Report from the Herrmann Practitioner Resources
6. Review the Team's responses and results and prepare your debrief session

*Note: It is strongly recommended that the team complete the HBDI® Assessment and participate in an HBDI® Team Profile debrief before participating in the Team Effectiveness Dashboard.

If you choose to send your own invitation through your email system, here is suggested text to include:

• The Herrmann® Team Effectiveness Dashboard Assessment measures how much focus your team places on different areas of work, and how much focus you believe should be placed on areas of work.
• When answering, ensure that you are considering the focus of the team as a whole.
• It is not a test; there are no wrong answers. Do not be concerned about scoring areas of work as ‘low’ or ‘very low’. Some teams will have low focus on areas that are not relevant to their function.
• Please respond to the questions as authentically as possible, keeping in mind your whole team's behavior and preferences. Your answers to this assessment will be anonymously included in the Team Effectiveness Dashboard report. Please refrain from including names or other personal information.

Instructions to include in your invitation to the Team Effectiveness Dashboard Assessment:

• To start your Team Effectiveness Dashboard Assessment, follow this link:
  ENTER YOUR URL Link from the invitation setup here
• This link is for your use only.
• You'll need to create a user account on Herrmann International's website, using the email address where you received this message. 
  Note that you can also "Sign In" if you already have a Herrmann account.
• The assessment will take approximately 10-15 minutes to complete.
• Please ensure that you complete the assessment by the deadline: ENTER YOUR deadline date here
  
  

Related Articles: 

What is the Team Effectiveness Dashboard

How to use the Team Effectiveness Dashboard

Additional Resources available in the Practitioner Resources area*

Team Effectiveness Dashboard Facilitator Guide

Team Effectiveness Dashboard Sample Team Effectiveness Dashboard Report

Team Effectiveness Dashboard Walkthrough Video Tutorial

*Available to Herrmann Certified Practitioners in the US, UK & EMEA regions.