--- title: Using the Facilitation Guide in Your Meetings description: Bloom tips for every agenda item, visible only to the person leading the meeting. --- [Skip to content](https://help.bloomgrowth.com/en/using-the-facilitation-guide-in-your-meetings#main-content) English Show submenu for translations [Get more support](https://help.bloomgrowth.com/kb-tickets/new?hsLang=en) [![Bloom Growth Logo](https://help.bloomgrowth.com/hs-fs/hubfs/social-suggested-images/bloomgrowth.comwp-contentuploads202209Bloom_logo_456x80-color-01.png?width=200&height=36&name=bloomgrowth.comwp-contentuploads202209Bloom_logo_456x80-color-01.png)](https://help.bloomgrowth.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Get more support](https://help.bloomgrowth.com/kb-tickets/new) - [What’s new](https://changelog.bloomgrowth.com/) [What’s new](https://changelog.bloomgrowth.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Bloom Growth Knowledge Base](https://help.bloomgrowth.com/?hsLang=en) 2. [Meetings](https://help.bloomgrowth.com/meetings?hsLang=en) # Using the Facilitation Guide in Your Meetings ## Bloom tips for every agenda item, visible only to the person leading the meeting. The **Facilitation guide** gives the person leading a meeting Bloom's tips for each part of the agenda: what the section is for, how to run it, what to say, and when to move on. It follows the agenda as you go, so the right tips are in front of you at the right moment. It's especially helpful if you're new to leading a Bloom Weekly, or lead one only occasionally. ***note**: Only the person leading the meeting sees the guide. Your team doesn't see it unless you share your screen. Use the **Separate window** view (below) to keep it off the screen you share.* --- #### **Who can use the Facilitation guide** You'll see the Facilitation guide when **all** of the following are true: - Your organization runs **BGOS** and is on the **Core**, **Scale** or **Flourish** membership tier. - You are the **leader** of the meeting. If the leader changes during the meeting, the guide moves to the new leader. Being an admin doesn't give access on its own. - The meeting has been **started**. The guide isn't available before you start the meeting or after it ends. - The meeting is a **Bloom Weekly**, or a department team's **Bloom Day 1**, **Bloom Quarterly** or **Bloom Annual** session. Leadership Team strategic sessions and Day 30, 60 and 90 sessions don't have a guide. #### **Open the Facilitation guide** 1. Start your meeting. 2. Open the guide from the agenda on the left: - If the agenda is expanded, click the **Facilitation guide** card (signpost icon) below the agenda. - If the agenda is collapsed, click the **signpost icon** in the agenda header, just to the right of the Meeting Notes icon. 3. The guide opens on the page for the agenda item you're on. The first time you open it, a short welcome message, **Meet your facilitation guide.**, explains how it works. Click the **X** to dismiss it. To close the guide, click the **X** in its top-right corner. #### **How the guide follows your agenda** - As you move through the agenda, the guide switches to the matching page automatically. - To read ahead or look back, click the page title at the top of the guide and choose another page from the list. The current page has a check mark. When you move to the next agenda item, the guide goes back to following the agenda. - Page names match the names of the agenda items in your meeting. - Agenda items without a guide page of their own (for example an external page, a notes box or a title page) show the tips for the next agenda item. If nothing later in the agenda has a page, the guide shows the previous one. - If your agenda is fully customized, the guide opens on its first page, and every page is still available in the list. In a Bloom Weekly, the guide has pages for **Check-in**, **Quarterly Priorities**, **KPIs**, **Headlines**, **To-dos**, **O&Os** and **Wrap-up**. Department Bloom Day 1, Quarterly and Annual sessions have their own pages, starting with **How to Prepare** and **Agenda and Outcomes**. #### **Choose where the guide appears** Click **View** at the top of the guide and choose one of the following: - **Side by side**: in a column on the right of the meeting. This needs a larger window. If your window is too small, the option is greyed out with the message **Increase window for this option**. - **Bottom dock** (the default): a panel along the bottom of the meeting. - **Full screen**: an expanded panel. Click outside it to close it. - **Separate window**: **Keep it off the screen you share**. The guide opens in its own browser window, so you can share your meeting screen while you read the guide on another screen. To bring it back, click **Back to meeting** or close the window. Bloom Growth remembers the view you chose on this browser. ***note**: If the separate window doesn't open, you'll see **Your browser blocked the separate window. Allow pop-ups for Bloom Growth, then try again.** Allow pop-ups for Bloom Growth in your browser settings and choose **Separate window** again.* ***note**: The Bottom dock and Full screen views share space with Meeting Notes, and Side by side shares space with To-do and O&O details. Whichever you opened last is shown, and the guide comes back when the other one closes.* #### **Write your own version of a page** You can adjust any page of the guide to match how you facilitate. Your version is private: only you see it, and the BGOS default stays the same for everyone else. 1. On the page you want to change, click **Make it mine** (pencil icon) at the top right of the page. 2. Edit the text. It starts from the BGOS default. 3. Click **Save**. The page is now labeled **My version** instead of **BGOS default**. Your version appears wherever you run that agenda item, in any meeting of the same kind (for example, every Bloom Weekly you lead). - To compare, use the **Show BGOS default** / **Show my version** toggle. - To change your version, click **Edit**. - To go back to the default, click **Edit**, then **Reset to BGOS default**, then **Delete my version** to confirm. ***note**: Versions are kept separately for the Bloom Weekly and for each department session, so a change to your Bloom Weekly page doesn't appear in a Bloom Quarterly. Versions can be up to 20,000 characters. If the meeting moves to another agenda item while you're editing, you'll see **You have unsaved changes to \[page\].** Click **Go back to it** to keep editing or **Discard** to drop your changes.* --- #### **Troubleshooting** **I don't see the Facilitation guide.** Check the following in order: 1. Are you the current leader of the meeting? Only the leader sees it. 2. Has the meeting been started? 3. Does your organization run BGOS, on the Core, Scale or Flourish tier? 4. Is this a Bloom Weekly or a department Bloom Day 1, Quarterly or Annual session? Leadership Team strategic sessions don't have a guide. **The Side by side option is greyed out.** Make your browser window larger, or collapse the side navigation, then try again. **The separate window doesn't open.** Allow pop-ups for Bloom Growth in your browser. **My version is missing in another meeting.** Versions are saved separately for the Bloom Weekly and each type of department session. **I saw "Your version of this page was changed somewhere else since you opened it. Reload to see it."** You edited the same page in another tab or window. Reload the page to see the latest version. --- Questions about the Facilitation guide? Contact our support team and we'll help you get set up. - [FAQs](https://help.bloomgrowth.com/faqs?hsLang=en) - [Getting started](https://help.bloomgrowth.com/getting-started?hsLang=en) - [Meetings](https://help.bloomgrowth.com/meetings?hsLang=en#main-content) - [Edit meeting section](https://help.bloomgrowth.com/meetings?hsLang=en#edit-meeting-section) - [Meeting Management](https://help.bloomgrowth.com/meetings?hsLang=en#meeting-management) - [Issues](https://help.bloomgrowth.com/meetings?hsLang=en#issues) - [User Management](https://help.bloomgrowth.com/user-management?hsLang=en#main-content) - [User Profile](https://help.bloomgrowth.com/user-management?hsLang=en#user-profile) - [Permissions](https://help.bloomgrowth.com/user-management?hsLang=en#permissions) - [Metrics](https://help.bloomgrowth.com/metrics?hsLang=en) - [Docs and Whiteboard](https://help.bloomgrowth.com/docs-and-whiteboard?hsLang=en) - [Business Plan](https://help.bloomgrowth.com/business-plan?hsLang=en) - [To Do List](https://help.bloomgrowth.com/to-do-list?hsLang=en) - [Org chart](https://help.bloomgrowth.com/org-chart?hsLang=en) - [Training](https://help.bloomgrowth.com/training?hsLang=en) - [Goals](https://help.bloomgrowth.com/goals?hsLang=en) - [Experimental Features](https://help.bloomgrowth.com/experimental-features?hsLang=en) - [Workspace](https://help.bloomgrowth.com/workspace?hsLang=en) - [Manage Organization](https://help.bloomgrowth.com/manage-organization?hsLang=en) - [Coach Partners](https://help.bloomgrowth.com/coach-partners?hsLang=en) - [Integrations](https://help.bloomgrowth.com/integrations?hsLang=en) [![bloomgrowth-rgb-logo](https://help.bloomgrowth.com/hs-fs/hubfs/bloomgrowth-rgb-logo.png?width=267&height=48&name=bloomgrowth-rgb-logo.png "bloomgrowth-rgb-logo")](https://www.bloomgrowth.com) © 2026 Winter International LLC. 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