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Getting started with Bloom Growth

 

 

Welcome to Bloom Growth, your centralized hub 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 started with confidence.

Step 1: Logging In

Once your Bloom Growth account is created, you’ll receive an email invitation to join. Click the link, set your password, and you’re in!

From the main dashboard, you can:

  • Edit your profile by clicking your name at the top left of the screen.

  • Update your name, profile photo, password or texting actions. 

Step 2: Navigating the Dashboard

After logging in, you’ll land on the Home Page. This is your customizable home base for tracking your priorities.

Step 3: Managing Your Workspaces

Use the Workspace List to organize your experience in Bloom Growth:

  • Create a single, consolidated workspace to serve as your personal homepage.

  • Or set up multiple custom workspaces, each tailored to specific focus areas, like department metrics, team goals, personal to-dos, or issues pulled from different meetings.

Custom workspaces offer the flexibility to manage and monitor everything that matters to you, all in one place.

Pro Tip:
You can add new tiles to any custom workspace by clicking Manage Workspace in the top right corner, selecting Edit Workspace, and then adding either personal tiles or tiles linked to specific meetings.

You can also delete a workspace anytime, giving you full control over what stays and what goes

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 (recurring) meeting or launch a special session.

  • Access each meeting’s Workspace, where you can prep or update items before the meeting starts.

Each recurring meeting has its own Workspace. This allows you to update metrics, goals, issues, and to-dos outside of the meeting flow and keep everything up to date.

Step 5: Tools

Use the Tools section of the navigation bar to access powerful organizational features:

  • Org Chart: See your company’s structure at a glance.

  • Roles and Functions: Review team roles and ensure the right people are in the right seats.

Step 6: Business Plan

Click on Business Plan in the left navigation to access your organization’s vision and planning strategy. You’ll find:

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

  • Short-Term Focus: 1-Year Plan, Goals for the year, Quarterly  Goals (quarterly priories) and Long term Issues List.

  • Each department can have its own Business Plan

What’s Next?

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

  • Exploring your assigned meetings

  • Updating or reviewing your goals and to-dos

  • Customizing your workspace.