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Frequently Asked Questions

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How is Squadify different to other tools?
  • From our 22 years of experience we have indentified the conditions that enable teams to fulfil their potential. These are the Conditions for Success™ also known as clarity, climate and competence (or the 3Cs™).
  • Squadify is not about the organisation or the Team Leader’s behaviours. It’s answered by the whole team including the Team Leader – working on the principle that all members of the team are equally responsible for creating the Conditions for Success™ for each other .
  • Squadify gives you data which enables the important conversations about how you are working as a team. Having these conversations allows you to iron out the niggles that get in the way of you performing at your best. When these conversations become part of how you operate as a squad, it builds a culture of openness and shared responsibility.
  • The reporting is simple to understand so that your squad can spend more time focusing on the actions which will make the biggest positive difference; the online dashboard has an audio tour which explains what you are looking at; the pop-up interpretations and audio actions give suggestions about what to do next.
  • Squadify is designed to be used on an ongoing basis. No matter what type of work we do, our conditions change all the time; people may leave or join the team, the organisations goals or the external environment may change. Squadify gives you a quick and easy way to check-in on the current team conditions so that you can adjust and continue to do your best work.
  • Many teams have already got value from Squadify including: Pharmaceuticals, healthcare, engineering, energy, communications, and charities. Squadify is suitable for any organisation where Squads work together to get things done.
  • The types of teams who have used Squadify include: Top teams (executive leadership teams), operations teams, technical software development teams, emerging leaders, sales teams, marketing teams, R&D teams, charity organisations and professional services. Squadify is designed to be used with all types of teams across any industry, function, and level both in and outside of commercial businesses.
  • Team members and the Team Leader are sent an email from thesquad@squadify.net containing a link to rate 37 statements.
  • The statements are based on the Conditions for Success™ (the 3Cs). These are the conditions that will help teams work effectively together.
  • Each person rates each statement twice: once to rate the importance of that factor and once to rate how present that factor is in the team now.
  • When the close date has been reached, providing 3 people have responded, the Team Leader will be sent an email asking if they want to generate the report. Approximately one hour after this, the Team Leader will receive a notification with log in details to view their report.
  • When the Team Leader logs in, they will immediately see their report. They share this with their team in 2 clicks.
  • There are 2 ways to buy and launch a Squadify; through a Certified Squadify Practitioner who can invoice you or your business (maybe as part of a longer-term piece of work), or you can buy online through Squadify.net and pay by card.
  • You can find our price plans here Squadify plans. A Squadify Premium plan buys the user unlimited use for that squad for a 12-month period.
  • To set up a Squadify you need the Team Leader’s full name and email address, the name of the squad, the name and email addresses of the squad members and the launch and close date of the Squadify. That’s it. Everything is automated from there.
  • The data is stored in the cloud on our Amazon Web Services platform. AWS is known for being very secure and data is encrypted which means it is translated into another form, or code so that it cannot be read by a hacker.
  • Access to the Squadify reports is limited to only a few people; The Team Leader, the Squadify Practitioner who is working with that Team Leader (if applicable) and the systems administrator at Squadify.
  • Squadify is ISO27001 certified which is an international standard of information security. We are also compliant with GDPR and the Australian Privacy Principles. Squadify is audited annually to ensure ongoing ISO27001 compliance and we conduct annual Penetration testing to identify and resolve security issues. You can access our privacy policy here and our Terms and Conditions here.
  • When each user accesses Squadify for the first time, they are asked to review and accept the privacy policy and terms and conditions.
  • You can check our price plans on the website.
  • If you have more than 12 people, that’s no problem, you can add team members for an additional price. You can amend your team members if you wish. Check the website for more information here.
  • Make sure that cookies and JavaScript are enabled in your browser.Squadify supports these web browsers:
  • Google Chrome – minimum version 90
  • Microsoft Edge – minimum version 89
  • Mozilla Firefox  – minimum version 90
  • Safari – minimum version 14
  • We recommend using the most recent version of your web browser to improve security, performance and stability. We don’t support any Internet Explorer, beta versions of these browsers or alternative open-source builds of them.

Take a look here.

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Online through Squadify.net or through a Certified Squadify Practitioner.

  • They can offer additional services to help you and your team make improvements in the way you work. e.g. individual coaching, team workshops and leadership development programs.
  • We often find that teams benefit from having support to get clear on their priorities and improve the way their squad works.

No. You need a connection to the internet to receive the emails, answer the statements and also view the web report. In the Squadify premium plan you also get access to a downloadable pdf report. If you print or save this to your local files you can access it when you are offline.

  • If you are working with a Certified Squadify Practitioner they will discuss with you how you want to receive the report. Often this will be as part of a coaching conversation where they can talk through the results with you.
  • If you are using the self-service Squadify, you will be sent an email when the deadline is reached and providing you have a minimum of 3 responses, you will be asked to log in and generate your report. Your report will be ready approximately 1 hour later and you will be emailed to notify you.
  • When you log into your web report, there is a share button on the top right-hand corner to share the web report with your squad. Just click this and confirm. As long as you entered the squad members details’ as a respondent, they will receive an email containing the link to the report.
  • Unless you put your manager as a squad member, they won’t receive the report when you share it online. In the premium version you can download and save a pdf copy. Then, you can simply attach this to an email and send it to your manager.
  • We have a few suggestions. There are audio micro-actions added to your lowest scores. These are suggestions about things you can try based on our 22 years of working with teams. However, there won’t be only one answer. Your squad, like all of us, is beautifully imperfect and human. Sometimes experimenting together with a few small things can have the best results. Then review, adjust and choose the next experiment.
  • It can really help to get an expert on board. Our Squadify Practitioners are coaches, development experts and facilitators. You could reach out to one of them about the services they can provide.
  • Yes. That’s why we can’t generate a Squadify report with less than 3 responses so that they remain anonymous. Not even Thesquad@Squadify.net can see whose response is whose.
  • It’s not completely confidential because your comments will be shared anonymously so the Team Leader will see your verbatim comments. If they share the report the rest of your squad will see them too, but they won’t know you wrote them.
  • In Squadify premium, you can resend the launch email to the team, add more squad members and change the close date.
  • You can’t remove a squad member once your Squadify is live because we would need to remove their response. To keep responses anonymous, we don’t know whose response is whose.

Yes! Squadify recently completed an accessibility audit and passed at both A and AA standards.

Sometimes our PCs store historical data which is automatically applied to a log in. This can be a potential cause of problems. The first thing to do is to delete the email and password (if they have appeared by default in your log in screen) and type them in again yourself. If that doesn’t work then…
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The AI does not have access to team names, individuals names and email addresses or to the text comments submitted by team members at the end of the Squadify survey. Your data is just as secure as ever in Squadify. You can learn more about our AI policies and procedures here.

 

Data you enter into our systems is protected according to our privacy policy. It is not used to train any third-party AI models.

We have developed a series of prompts for an AI engine to enable it to take all the Squadify report scores for a single team and interpret them in a set of insightful texts relating to each section of the Squadify report. The AI uses population scores to provide benchmarks and identify the key areas for a specific team to focus on in order to improve performance. In addition we have provided Squadify content for the AI to match to the squad needs for immediate learning content.

Our Squadbot has been trained with feedback from Squadify Pros but it’s still learning and we are constantly reviewing the output. As with any AI the output may not be perfect, but it should provide some interesting insights to help you explore your data in a new and different way. If you don’t like the findings you can provide feedback through the platform and this will help us to improve the SquadBot’s performance.

SquadBot is designed to help teams better understand their results and take practical action to improve how they work together. To make sure it remains useful, safe, and fair for everyone, we ask users to follow the principles below.

SquadBot can:

  • Help you explore and better understand your team’s report results,
  • clarify insights and recommendations generated by Squadify,
  • learn about teamwork concepts, research, and good practice,
  • design workshops or activities tailored to your team’s needs.

All responses are based on:

  • your team’s authorised report outputs, and
  • Squadify’s curated knowledge base of research, learning content, and thought-leader conversations.

SquadBot cannot:

  • see raw survey responses,
  • access individual answers or identities,
  • see data from other teams or organisations, and
  • browse or retrieve data from external or internal systems.

SquadBot works only with summarised insights and recommendations that have already been generated for your team.

Fair use and good faith

Using SquadBot responsibly means:

  • asking questions that relate to your own team and goals,
  • using the content to support real conversations and action,
  •  respecting the boundaries of confidentiality and intellectual property.

If usage patterns suggest misuse or attempts to bypass safeguards, access to SquadBot may be restricted or suspended.

You are not permitted to use SquadBot to…

  • try to access or guess information about another team or organisation,
  • attempt to identify individual respondents,
  • ask it to reveal how other customers’ results look,
  • try to reconstruct Squadify’s internal frameworks, prompts, models, or research library,
  • systematically extract or copy large volumes of content,
  • use automated tools or scripts to interrogate SquadBot at scale.

Even if something seems technically possible, it doesn’t mean it’s appropriate or permitted. Squadify has guard rails in place to ensure that the above data is not accessible but the user also needs to use it responsibly.

Notes about the advice SquadBot provides

SquadBot is a support tool, not a decision-maker. Its responses:

  • are generated automatically,
  • are intended to support reflection and learning,
  • may simplify complex topics,
  • may not fully reflect your organisational, legal, or cultural context.

You should always:

  • apply your own judgement,
  • involve relevant stakeholders,
  • and adapt suggestions to your situation.

SquadBot does not provide legal, medical, financial, or HR advice.

If something doesn’t look right

If SquadBot gives an answer that:

  • seems incorrect,
  • feels inappropriate,
  • or doesn’t fit your context,

treat it as a prompt for discussion, not a final answer. You can also report issues via Squadify support at thesquad@squadify.net so we can improve the experience.

 

The AI insights generator receives the following data:

  • Aggregated and anonymised teams scores (no individual scores, no identifiable data)
  • Measures of variability of scores across the team responses (standard deviation)
  • Squadify dataset population quartiles for contextualising the team scores
  • No team information beyond squad ID (i.e. no names, email addresses, no comments included in the Squadify submission )

The AI chatbot has access to the following data sources

  • User ID to link the user to a specific Squad
  • The AI insights report(s) related to this user’s squad (no raw data, no individual scores, no identifiable data)
  • Dates of each Squadify assessment for this squad
  • AI Insights reports for previous Squadify reports (only for reports closed since 2023 – any reports prior to 2023 do not have AI insights so cannot be accessed by the SquadBot)
  • Squadify knowledge base including proprietary and internal research, Squadify content, WeNotMe podcast audio files, etc.

There is no data leakage from SquadBot conversations between users

  • Conversations between individual users and the SquadBot and confidential and are not accessible to any other user
  • The conversation history is retained by the SquadBot in order to provide informed responses to subsequent questions for that user
  • The conversation history is not used to train the SquadBot or to inform it for conversations with other users.
  • We do not carry out any aggregations of user conversations or report out on conversations – for example to report on trends in SquadBot conversation topics
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