How do I enroll a team in The 4 Stages Workshop?

Let's move from theory to practice with The 4 Stages Workshop.

This article overviews how to enroll a team into The 4 Stages of Psychological Safety workshop. 

  • Navigate to your LeaderFactor.app account.
  • Select the Training icon on the left navigation bar.
  • Select 🔧Training Admin at the bottom of the pop-out window. This will bring you to a window showing all cohorts that have been enrolled in a training course.
  • Select New Cohort on the bottom right hand corner.
  • Select the training you wish to complete a new enrollment for.
  • Complete the following steps:
  • On the Setup page, select Add Participants.
  • Select the blue Add Participants button.
    • Add participants by downloading the template and filling in the requested participant
      information.
    • Copy the cells and then click Next in the LeaderFactor app.
    • Paste the spreadsheet cells in the box and select Next. Confirm that all columns match then select Import.
    • You can review your upload one more time and make any necessary edits, then select Import Spreadsheet.
    • You may also opt to manually enter participant information.
  • Using the top navigation bar, return to the Setup Page.
  • Name the cohort and add any custom invitation copy you would like to include in participants’ invitation email.
  • Select a date and time for pre-work to be sent and for the workshop to start.
  • All workshop participants will receive their individual digital workbook through the LeaderFactor.app. They will access their workshop pre-work content here. Workshop pre-work will take a participant around 20 minutes to complete. In order to provide sufficient time for participants to complete pre-work, schedule pre-work at least one week before the workshop date.
    • Pre-work email: this email will be sent on the day you scheduled pre-work to be sent. This email will include a magic link to invite workshop participants to complete their 4 Stages workshop pre-work in their LeaderFactor.app account (see pre-view of email at the bottom of the setup page.)
      Select the date and time for your 4 Stages workshop session. Workshop content will be locked until the day of the workshop.
    • Workshop email: this email will be sent at the day and time you scheduled the workshop. This email will include a magic link that redirects workshop participants to their digital workbook with unlocked workshop content. During the workshop, participants will access each discovery session's summaries and activities through their digital workbook (see pre-view of email at the bottom of the setup page).
    • Emails will come from The LeaderFactor Team at no-reply@leaderfactor.app with the following subject line: Welcome to The 4 Stages of Psychological Safety!
  • Agree to the workshop terms and pricing. If you have workshop licenses for each uploaded participant in the cohort, your workshop will be scheduled and you’re all set. If not, you’ll be prompted to submit payment before your workshop is scheduled.
  • Select Save