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Getting started with Bloom Growth

 

 

Welcome to Bloom Growth, your centralized platform for running productive, focused, and collaborative meetings. Whether you're just joining a team or implementing Bloom for the first time, this guide will help you get up and running with clarity and confidence.

Step 1: Logging In

If you're new to Bloom Growth, you'll receive an email invitation with a link to access your account.

Follow these steps to log in for the first time:

  1. Click the invitation link in your email

  2. Set your password

  3. Accept the terms and conditions

🔹 Important Note: Your email address can only be registered once in Bloom Growth. If you're trying to join using an email that was previously registered, please refer to this article: Join an Existing Organization in Bloom Growth

Step 2: Navigating the Dashboard

Once you're logged in, you'll land on your Home Page. From here, you can:

  • Click your name at the top left to edit your profile

    • Update your name, profile photo, password, or set/Manage Texting Actions.

Step 3: Managing Your Workspaces

Use the Workspace List on the left navigation bar to organize your experience. You can:

  • Create a personal workspace as your homepage.

  • Set up custom workspaces tailored to different focus areas (like departmental KPI (metrics), team Quarterly Priorities (Goals), or your open O&O (Issues)).

To customize a workspace:

  1. Click Manage Workspace in the top right

  2. Select Edit Workspace

  3. Use the "Clean up workspace" option to automatically reorder titles.

  4. Add personal tiles or tiles from a specific meeting.

  5. Delete any workspace anytime.

This flexibility allows you to manage what matters most to you, all in one view.

Step 4: Meetings List

From the Meetings List in the left navigation bar, you can:

  • View and join all your recurring meetings

  • Start a regularly scheduled meeting or launch a special session

  • Access each meeting's Workspace, where you can review and update items before the meeting begins.

Each recurring meeting has its own Meeting Workspace, designed to help you prepare in advance and manage ongoing items such as:

  • KPI (metrics)

  • Quarterly Priorities (Goals)

  • O&O (Issues)

  • To-dos

  • Headlines

🔹 Important: Meeting Workspaces cannot be deleted or customized. You cannot add or remove tiles like you would in a personal or custom workspace. These spaces are specifically structured to support meeting preparation and item management.

Step 5: Tools

In the Tools section of the left navigation bar, you’ll find key features that work together to support team evaluations:

  • Organizational Chart: See how your company is organized. This chart determines who reports to whom and is essential for setting up Quarterly 1:1 conversations.

  • Quarterly 1:1: Structured conversations between supervisors and their direct reports. In each session, the supervisor evaluates how the person performed in the previous quarter, based on their role, alignment with core values, and their Quarterly Priorities (Goals).

  • Right Person Right Seat: This section is generated automatically based on the results of the Quarterly 1:1. It helps identify who is well-suited for their role and aligned with company values.

Important: Make sure the Org Chart is up to date to ensure correct supervisor–report relationships.

Step 6: The Plan

Click on The Plan in the left navigation bar to access your organization’s vision and planning strategy. Here you'll find:

  • Long-Term Focus: Core Values, Marketing Strategy, 3-Year Vision, and 10-Year Target.

  • Short-Term Focus: 1-Year Plan, Annual Goals, Quarterly Priorities (Goals), and The Parking Lot - O&O (Long-Term Issues) list.

Each department can have its own version of The Plan, allowing teams to stay aligned both strategically and tactically.

Step 7: Documents

The Documents section serves as a repository space where you can store information that may not necessarily be aligned with any specific item but still needs to be kept in an organized manner. It includes automatically generated folders to help back up:

  • Quarterly printouts

  • Meeting summaries

This feature helps keep everything in one place, even if it’s not directly tied to a specific task or meeting.

Step 8: Resource Center

If you need help or have any questions, click the Resource Center at the bottom right of your screen. From there, you can:

  • Browse the Knowledge Base for more helpful articles

  • Contact the Bloom Growth team

  • Schedule unlimited training sessions with us

Here’s an article that will guide you on how to make the most of the Resource Center: Bloom Growth Resource Center Overview

Step 9: Organization Settings

In the bottom left of the screen, you’ll find the organization name. From there, you can:

  • Access Organization Settings, but only if you have admin rights.

  • Manage Users if you’re an admin of the organization.

  • If you have access to multiple organizations, you can switch between them using the Switch Organization option.

What’s Next?

Once you’re familiar with the layout, you can start by:

  • Customizing your workspaces to reflect what matters most to you

  • Reviewing your assigned Quarterly Priorities (Goals) and To-dos to stay focused

  • Accessing the Meetings List from the left navigation bar to join or prepare for your sessions

If you need help, click the Resource Center at the bottom right of your screen. From there, you can browse our Knowledge Base, contact our team, or schedule unlimited training sessions with us.