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Creating values

Values in ClarityLoop represent the core principles that guide team behavior and decision-making. Once defined, values become part of everyday workflows, appearing in feedback, insights, announcements, and recognition of value champions.

Who can create values?​

  • Workspace owners can create, edit, and publish values.
  • Available on all plans, but advanced insights related to values require the Professional Plan.

Steps to create values​

  1. Open the value system:

    • Navigate to Value System from the sidebar.
    • Click New system and give it a descriptive name.

  2. Define the values:

    • Name: A concise, clear name that reflects the core principle. (e.g., "Collaboration")
    • Description: Explain what the value means and why it matters. (e.g., "We work together across teams to achieve better outcomes.")
    • Behaviors: Identify the behaviors that demonstrate this value. (e.g., "Proactively share knowledge across departments.")
    • Relevant resources: Add links or documents that help illustrate or support the value. (e.g., an internal wiki on collaboration practices)

  3. Publis value system:

    • Click Publish to publish the value system.

How values are used across ClarityLoop​

Once published, values become available across the platform:

  • Feedback: Users can tag feedback with a value when recognizing behaviors aligned with company principles.
  • Insights: Feedback insights highlight how individuals demonstrate values over time.
  • Announcements: Announcements can celebrate individuals who embody key values.
  • Value champions: Insights help identify team members who consistently reflect core values.
  • Org wide: Everyone has visibility to company values in Org section.

Best practices for defining values​

  • Be specific: Focus on behaviors that can be observed and recognized.
  • Keep it relatable: Use language that resonates with the team.
  • Link to growth: Align behaviors with career pathways where relevant.

Example:

  • Value: Customer Obsession
  • Description: We prioritize delivering value to customers in every interaction.
  • Behaviors:
    • Actively seek customer feedback.
    • Advocate for solutions that improve the customer experience.
  • Resources: Link to the Customer Experience Playbook.

FAQs​

Can values be changed after publishing?
Yes. Workspace owners can edit descriptions, behaviors, and resources anytime.

How many values should we define?
Most teams define 3–6 values to maintain clarity.

Where can we track how values are demonstrated?
Check the Value Champions report under Actionable Insights.

Next steps: