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For Leaders & Admins

If you are responsible for the broader system around performance, development, or workspace setup, ClarityLoop helps you create consistency across teams while keeping day-to-day workflows practical for managers and individuals.

Watch these first​

Watch first

1. Start with workspace setup

Get members, roles, and connected systems set up correctly first.

Related docs: Workspaces

Watch next

2. Set up a shared development model

See how frameworks create a shared language for growth and expectations.

Related docs: Create Framework

Then

3. Learn the review workflow

Understand how to run structured review cycles with consistency.

Related docs: Reviews overview

What to do first​

  1. Set up the workspace, members, and the right integrations.
  2. Define the shared structures teams rely on, such as values and career frameworks.
  3. Decide which ongoing programs you want to run in ClarityLoop, such as reviews, surveys, and announcements.
  4. Make sure managers know which workflows they are expected to use regularly.

Learn in this order​

1. Set up the workspace correctly​

Strong adoption starts with clean setup: members, access, reporting lines, and connected systems.

Go deeper:

2. Define the shared development model​

Teams need a common language for growth and expectations. That is where career frameworks and company values matter most.

Go deeper:

3. Run organization-wide programs​

Use ClarityLoop when you need consistency across teams, not just isolated manager workflows.

Go deeper:

Useful walkthrough

Surveys walkthrough

Use surveys when you need organization-wide input with a clear follow-up plan.

Related docs: Create and manage surveys

4. Use insights to steer, not just observe​

Leaders and People teams need patterns that help them decide where to support, where to intervene, and where to reinforce what is already working.

Go deeper:

A practical operating pattern​

On an ongoing basis:

  • keep the workspace structure current
  • review adoption of key workflows
  • use shared frameworks and values to improve consistency
  • run surveys and reviews only when they support a real decision or learning loop

Next steps​