Getting Started Guide

Everything you need to
hit the ground running.

Whether you're leading a team or participating as a member, this guide walks you through each step from sign-in to survey results.

Team Leaders Team Members
For Team Leaders

Setting Up Your Team

You're in charge of creating the team and inviting members. Here's how.

1

Create your account

Anyone can create an account — just visit the Sign In page and click Create an account. Once registered, you'll have access to your leader dashboard where you can create and manage teams.

2

Create a team

From your dashboard, click New Team, give your team a name. The system automatically schedules all four survey rounds from that date — no manual setup needed.

3

Invite team members

From the team page, enter each member's email address and click Add Member. Each person receives a welcome email with a personal link to create their password and access their survey. You can add members at any time.

4

Watch your dashboard fill in

As members submit responses, your team dashboard updates automatically. You'll see animated gauge charts for each of the five health dimensions, broken down by survey round, so you can track progress over the full 12-month cycle.

5

Build your Team Profile

Click the Team Profile link to kick off our AI-powered onboarding — think of it as a quick intake with your team's personal strategist. We'll walk you through a series of questions about your team's context, dynamics, and goals. The more detail you can provide, the better. We'll then combine this with your survey data to deliver targeted insights and recommendations tailored specifically to your team. Everything you share stays securely within the app and is never sent to or stored by any AI service.

6

Message your team

Need to communicate with everyone at once? Use the Message Team button on your team page to send a custom email to all members instantly.

7

Share a public dashboard link (optional)

Each team has a shareable public dashboard link that doesn't require sign-in. Send it to stakeholders or leadership who want to view your team's progress without creating an account.

For Team Members

Taking the Survey

Your honest responses are what make the dashboard meaningful. Here's what to expect.

1

Check your inbox for a welcome email

Your team leader added you and you'll receive a welcome email from the Extension Foundation. Click Set Up Your Account to create a password. This link is personal — don't share it.

2

Complete each survey when it opens

You'll receive an email notification when each survey round opens (at 0, 3, 6, and 9 months). Click the link or sign in directly to access your survey. It takes about 5–10 minutes — 18 questions rated on a 1–5 scale with optional comments.

3

Answer honestly — responses are aggregated

Your answers are combined with your teammates' to produce category scores. No one sees individual responses. The more candid your answers, the more useful the results are for your whole team.

4

Watch for reminder emails

If you haven't submitted by the midpoint of an open window, you'll receive one gentle reminder. Surveys close automatically — once the window closes, that round can't be completed.

5

Trouble signing in?

Use the Forgot your password? link on the sign-in page to reset your password. If you're not receiving emails, check your spam folder or contact your team leader.

Ready to get started?

Sign in to access your dashboard or complete your survey.

Sign In