Section 2: Engagement Primer

Section 2 is all about member engagement. The Leaderly engagement wheel provides you as the administrator a framework to drive new habits to learn and participate in the success of the organization.

The engagement wheel blends 6 primary behaviors that will support both a learning and leading culture. This section will support the first degree of customization in support of your first wave of Leaderly availability to your members.

Within 48 hours, your customized version of Leaderly will be ready to activated and available.

Section 1: COMMUNICATION

What 5 types of updates do you want to send (e.g., recognitions, reminders, shoutouts, announcements), and how often should they be delivered? Examples: * Welcome message – “Welcome to Leaderly! Here’s your first step to get started.” (One-time on signup) * Weekly tip of the week – “Leadership Tip: Ask more questions than you answer to inspire growth.” (Weekly) * Progress update – “You’ve completed 3 microlessons this month—great consistency!” (Bi-weekly) * New LeaderTalk alert – “A new LeaderTalk on Resilient Leadership is now available.” (Bi-weekly) * Challenge invitation – “A new 7-day Leadership Challenge begins Monday. Are you in?” (As needed)

Section 2: PARTICIPATION

Create 5 polls on specific topics where you want to know team preferences or decisions. Write each as a clear, neutral question with up to 5 answer choices. Example: Which type of recognition motivates you most? * Public celebration (shared with the whole team) * Private note from my leader * Points or rewards I can earn * Growth opportunities (training, mentoring, projects) * Team celebration (group recognition event/activity)

Section 3: REFLECTION

Create 5 survey statements that measure one specific attitude or experience (e.g., recognition, learning, confidence). Use this scale: Strongly Disagree, Disagree, Neutral, Agree, Strongly Agree. Examples: * I feel recognized for my contributions at work. * I feel confident in my ability to lead others effectively.

Section 4: KNOWLEDGE

Write 5 fact-based questions that test recall or understanding. Each should have 1 correct answer, 3 incorrect but plausible options, and a short explanation of the correct answer. Examples:  When did our company open its doors for the very first time? * 1995 * 2001 ✅ * 2010 * 2018 Explanation: Our company officially opened its doors in 2001, marking the start of our journey. This milestone represented not just the launch of a business, but also the beginning of the vision and values that still guide us today. Since then, we’ve grown, adapted, and built lasting relationships with our customers and community. How many branches do we currently operate in the United States? A. 5 ✅ B. 12 C. 20 D. 35 Explanation: As of today, we operate 5 branches across the United States. Each location allows us to serve our customers more effectively and expand our presence in key regions. This growth reflects our commitment to accessibility, convenience, and building stronger connections with the communities we serve.

Section 5: PULSE

List 5–8 open-ended questions you want to ask members for feedback, ideas, or suggestions. Examples: * What leadership skills do you want to improve most this year? * What barriers keep you from engaging fully?

Section 6: GAMIFICATION

What 5 ways will you encourage or require regular participation in Leaderly (e.g., challenges, rewards, recognition)? Examples: * Achievement badges for completing tasks or milestones * Weekly recognition wall to celebrate top contributors * Points and rewards that can be earned and redeemed * Team competitions to build collaboration and friendly rivalry * Access to premium lessons unlocked after reaching milestones

Section 7: SIMULATIONS

Suggest 3–5 leadership scenarios you’d like to see in the Leaderly Simulator for practicing skills and decision-making. Examples: * Handling a difficult team member * Making a critical decision under pressure * Leading a change initiative * Self-leadership in burnout prevention * Delivering constructive feedback

Section 8: MOTIVATION

List 5 ways to add humor, humility, or lightness into Leaderly so it feels fun, inviting, and engaging. Examples: * Share funny “leadership fail” stories * Weekly meme contest * Cartoon-style Leaderly mascots * Quick humor breaks in lessons * Tie challenges to quirky holidays

Your Information

Provide your name, organization and email address if you would like to receive a summary of your continuous learning and engagement report. The Leaderly engagement team will schedule a Zoom briefing of your results to include your the initial customization of Leaderly.

First Name

Last Name

Organization