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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

🔹 Please 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 of the screen 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, 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. You can use the "Clean up workspace" to automatically reorder the titles. 
  4. Add personal tiles or tiles from a specific meetings

  5. You can also delete any workspace at any time

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: These are 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 a strong fit in their role and aligned with the company’s values

To ensure everything works correctly, make sure the Org Chart is up to date and reflects the 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. 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 at both the strategic and tactical level.

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.