We are so excited that you have just purchased Pulse for your organization. It is time to set up your account and get everyone logged in and using the tool. Our step-by-step guide will help you get started.

Welcome to Pulse

step 1 Build Custom Reflections

Reflections are the foundation of Pulse. How you structure your questions is an important part of getting meaningful insights. The following PDF and video can help spur your imagination towards building meaningful reflections. If you need additional assistance, please reach out to our team to schedule a call.

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step 2 Add Users to your account

You want to wait to add users into the system until you have added the core reflections into your system. This way, when they log in, they will have all the tools set up and be ready to implement the processes.

Understanding User Roles

Every Pulse account allows your organization to add different users. Use the list below to determine which level of access you need for different people.

  • Manager - This role has total access to your account. They can perform all administrative functions on behalf of your organization.
  • Mentor - This role can add mentees to their accounts, complete reflections, and view reports. They can complete self-reflection and reflection on others in the organization.
  • Reflection Writer - This role can only create and edit reflections for your organization.
  • Report Writer - This role can only create and edit reports for your organization.
  • Mentee - This person (or group) does not have login access to the account. This would be an individual or group whose development in key areas you are attempting to monitor.

Example (Business) : All staff may be added as mentors to cultivate 360-degree reflective practice across your organization. Managers may be added as an "assigned mentor" to staff members.

Example (Nonprofit) : All staff may be added as mentors while constituents are added as mentees. Frequent reflections on constituents provide the organization with actionable insights to resource their clients more accurately.

step 3 Set up Reports

You want to wait to add mentors into the system until you have added the core reflections into your system. This way, when they log in, they will have all the tools set up and be ready to implement the processes.

Seeing Trendlines, Making Adjustments

As people join your organizational set up, they will begin adding reflections that will roll up to show you key trendlines and insights. When you begin to see this, it will naturally cause a few things to happen. You will begin to ask yourself “are we reflecting on the right things” and “what do we need to adjust in our work to support what we are seeing in these reflections?”

  • For the first question, you will be able to do two things - (1) you can edit the questions on your reflections if you feel they are not very helpful or (2) you can create new reflections and archive old ones (so that mentors do not keep adding information on the
  • The point of “seeing” the trendlines is to help you make appropriate shifts in your work. Ultimately, this is why we built Pulse, to help us adjust our strategy and tactics in an appropriate and timely manner.

step 4 Onboard Users

Integrating new technology into your organization presents its challenges. Fostering buy-in through phased rollouts with pilot groups is crucial to facilitate a smoother adoption of Pulse. As your team members derive more value from the platform, the quality and depth of insights from their regular reflections will increase.

1. Start with Pilot Group

Identify a select group within your organization known for embracing innovation—your "early adopters." These individuals should be open to exploring new solutions, providing constructive feedback, and leading the way for broader adoption.

2. Establish consistent Rhythms

Your pilot group must find a sustainable rhythm for completing Pulse reflections. Overly frequent reflections might lead to fatigue, while sparse input could result in less comprehensive data. Striking the right balance is essential for extracting meaningful insights.

3. Initiate second pilot

Based on the initial group's experiences, invite a second cohort to start engaging with the platform. This phased approach allows you to refine the onboarding process and manage any queries or issues more effectively, ensuring a smoother transition for subsequent users.

4. Communicate Successes Organization-wide

After witnessing positive outcomes from your pilot groups, develop a strategy to share these insights across the entire organization. Highlight the tangible benefits experienced by the early users, such as real-time insights into their daily activities, and emphasize how this intelligence can guide strategic resource allocation.

step 1 Logging In & Adding Mentees / Groups

step 2 Adding Reflections + Thoughts

step 3 Seeing Trendlines on Dashboards