Quick Start Guide

Table of Contents


Overview 

We believe that the most successful teams are those that are able to give voice to everyone’s ideas, share valuable feedback in the moment, and work through different perspectives to arrive at the best decisions. The Dot Collector feature helps you and your team do this through real-time feedback (Dots) and polling. 

This article covers how to successfully onboard your company to Dot Collector (namely Dots, meetings, and your About Me / Others), and how to use it to further your team and company goals.

Table of Contents:  

  • Onboarding Your Company to Dot Collector
  • Introduction to Dots 
  • Introduction to Meetings, including:
    • Creating a meeting
    • Exploring the meeting summary
    • Polling your teammates
    • Joining a meeting 
  • About Me: Dots and Summary
  • About Others: Dots and Summary

Onboarding Your Company to Dot Collector

We have found that there are 4 key steps to ensuring that the Dot Collector app is integrated into an organization in a meaningful and effective manner: 

  1. Appoint a team member to promote the use of the app - this person is your Dot Collector “Champion.”
  2. Get the culture right - set an open feedback culture in your organization by cultivating meaningful relationships, psychological safety, and a growth-mindset. Set your cultural standards and the tone from the top and make feedback part of your organization’s day-to-day. There are practical steps you can take to do this starting on Day 1.
  3. Set your Dot Collector goals - explore with your team how Dot Collector will power your culture of open feedback and continuous development.
  4. Get started - agree on a set of use guidelines to build the habit of feedback, engage your Dot Collector Champion to lead the way and model good dotting behaviors that your team members can mirror.

For additional information on these 4 steps, see HERE. 

Using the Dot Collector

Introduction to Dots

A Dot is quite simply an observation one person makes about another. Every observation about a person potentially tells you something valuable about how they operate. Just like athletes look to their coaches and students look to their teachers for ways to develop, employees look for ways to develop in the workplace. Dots help enable your colleagues to become trusted coaches, creating a culture of continuous development. We call this continuous development, or personal evolutionary process, “looping.” Understanding your strengths, and areas where you can improve (or loop!), is essential to success in work and life. That’s why all Dots are gifts...especially the constructive ones...to help you along the way. 

You can give a Dot at any time, following these steps: 

  1. Select ‘Give Dot’ from the top of your page. 

  2. Search for and select the user(s) who you would like to give a Dot to and click ‘Next.’ 
  3. Select the attribute(s) you’d like to dot on. Depending on the settings for your group or organization, you will either have a 10-point numerical rating scale or 3 point rating scale (as indicated by three icons). If you have the 10 point rating scale, click on the circular icon next to the attribute you’d like to dot on and you will be able to select a numerical rating. If you have the 3-point rating scale, simply select one of the icons to rate on that attribute. Available ratings include: 

    a. Thumbs up for Good Job 

    b. “OK” icon for OK / I have a Question

    c. Loop for Needs Improvement

  4. Add an optional comment.
  5. Optionally mark your dot as private. By marking your dot as private, only you and the person you’re dotting will be able to see it across the app. 
  6. Select ‘Give Dot’ to finalize / submit your dot. If you’d like to change the dot subject(s) you’ve selected prior to submitting, simply click on ‘Recipients.’ 

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You also have the option to easily give a Dot while in a meeting, ultimately associating that Dot with the meeting context. Find the meeting participant’s name for who you want to dot and tap the dot icon next to their name. Keep in mind that you will not be able to select multiple participants for the same Dot. You can only select multiple participants for the same Dot outside the context of a meeting. For more information on Meetings in Dot Collector, see HERE.

 

Introduction to Meetings 

Although many interactions happen outside of formal meetings, meetings are a natural place where people share feedback and perspectives. The Dot Collector enables you to create a meeting, where dots can be exchanged in the context of that meeting and all meeting participants can see a summary of the dots exchanged. You can find a list of meetings, in which you are a participant (and join meetings you have access to) at any time from the ‘Meetings’ tab of the application. Within the context of a meeting, the Dot Collector also supports real-time polling, enabling teams to ask questions, and in turn make better decisions. 

Continue reading to learn more about:

  • Creating a meeting
  • Exploring the Meeting Summary
  • Polling your teammates
  • Joining a meeting 

Creating a Meeting

You can create a meeting at any time, following these steps: 

  1. Navigate to the ‘Meetings’ tab from the Principles Tools Home Page and select ‘New Meeting.’ Keep in mind that you can find a list of all your meetings at any time from this view.

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  2. Enter a meeting title, start date and time.
  3. Select a Visibility for your meeting. You have two options: 
    Everyone - All users in your group or organization will be able to search for and join this meeting.
    Participants Only - The meeting will only be accessible by participants added to the meeting. Other users will not be able to search for or join this meeting.
  4. Select ‘Create Meeting’ to finalize your meeting. 
  5. Begin adding meeting participants by selecting the Add Participants icon from the top right corner of the meeting participants list. Alternatively, you can share non-Participants Only meetings by selecting ‘Share’ from the top right corner of the meeting, where you will find a shareable link. A few things to note:
      • Any meeting participant who you add will also be able to add participants.
      • If you add participants to a participants only meeting, they will gain access to all meeting data. This cannot be undone. 

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Exploring the Meeting Summary 

The meeting summary, or dot matrix, allows you and others to see a summarized view of all dots given and  received in a meeting (with the exception of dots marked as ‘private,’ which will only be visible by the dot giver and dot receiver). This view is accessible by navigating to the ‘Summary’ tab while in a meeting or by clicking into a meeting from your ‘Meeting’ list.

If you’d like to see additional dot details (dot attributes and/or dot comments), simply tap on one of the cells in the matrix. 

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Polling Your Teammates 

 

Asking a Question 

The Dot Collector supports real-time polling with freeform, yes/no, and multiple choice question types - enabling you and your team to make better decisions. 

You can add a question to a meeting at any time, following these steps:

 

1. Navigate to the ‘Questions’ tab and select ‘Ask Question’  

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2. Select the question type you’d like to ask from the dropdown menu. Available question types include: 

  • Freeform 
  • Yes / No 
  • Multiple Choice

3. Enter your question and response options, if applicable. 

4. Select ‘Create Question’ to finalize / submit your question.  

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Answering a Question and Viewing Responses 

Once a question has been added to the meeting, you can respond to it by navigating to the ‘Questions’ tab. 

For each question, you will be able to:

  • Provide an answer, by either (1) entering a freeform text response (2) selecting yes / no, or (3) selecting from a set list of response options - depending on the question type. For all question types, you will also have the ability to select “I don’t know” as your answer. 
  • Optionally, include a comment. 
  • Skip the question, so that you can come back to it later. 

After submitting your response, you will have the opportunity to edit your response, view the question results, and navigate to the next question, if applicable. 

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Joining a Meeting 

You can find a list of all meetings you’re a participant of at any time from the ‘Meetings’ tab of the application. You can also search for and join any meeting you have access to (all meetings created by a member of your group / organization, except for ‘Participants Only’ meetings where you were not added as a participant). 

To join a meeting, simply use the search bar to enter the name of the meeting you’re looking for & tap on the meeting row from the list of results. This will automatically add you as a meeting participant. Keep in mind that you will not be able to remove yourself from the meeting once you have joined it. 

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About Me: Dots and Summary

With the Dot Collector feature enabled, you can navigate to the About Me tab to view (1) a list of all dots you’ve given and received through time and (2) a summary of all dots you’ve given and received through time. 

 

About Me Dots

You can find a list of all dots you’ve received through time by navigating to the ‘Dots Feed’ tab of your About Me. To find a list of all dots you’ve given through time, simply click ‘Dots Given.’

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About Me Summary

Your About Me Summary provides a synopsis of the dots you’ve given and received through time to paint an evolving picture of what you are like (your potential strengths and areas for improvement) and your dotting tendencies. By reflecting on these insights about yourself, you are able to improve on your key development areas, enhance how you work with others, and manage and/or mentor more effectively. 

Your About Me Summary contains 5 sections and may or may not be populated based on the amount of dots you’ve given / received: 

  1. Dot Overview - Here you will find the total number of dots you’ve given and received through time, the average number of dots you give and receive in meetings, and the date on which your last dot was given and received. 
  2. Most Dots Received From - This section shows the top 3 people who you’ve received the most dots from based on the total count of dots received across attributes. Next to each person, you can see the total count of positive, neutral, and negative dots you’ve received from them. If your group or organization uses the 10 point rating scale, you will also find an associated average. 
  3. Most Dots Given To - This section shows the top 3 people who you give dots to based on the total count of dots given across attributes. Next to each person, you can see the total count of positive, neutral, and negative dots you’ve given to them. If your group or organization uses the 10 point rating scale, you will also find an associated average. 
  4. Top Attributes Received - This section summarizes the attributes you’re most frequently dotted on and how many of those dots are positive, neutral, and/or constructive. If your group or organization uses the 10 point rating scale, you will also find an associated average. 
  5. Top Attributes Given - This section summarizes the attributes you most frequently dot on and how many of those dots are positive, neutral, and/or constructive. If your group or organization uses the 10 point rating scale, you will also find an associated average. 

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About Others: Dots and Summary

With the Dot Collector feature enabled, you can navigate to the About Others tab to explore About Me profiles for members of your team. Simply search for the person you’re looking for, select them, and you will be taken to their About Me Dots and Summary. For more details on the About Me Dots and Summary, see HERE

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