© 2011 The Leadership Circle, All Rights Reserved. Company Confidential

The Leadership Circle

PROJECT CENTERHow to Place an Order for a Profile

The Leadership Circle®

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 2

Click consultant name link. To add client company, click Add a COMPANY under Available Actions.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 3

Add client company name, select an industry, and click save.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 4

Click company name link, then click Order a Product under Available Actions.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 5

Select the Profile appropriate for your client.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 6

Group name is client’s title or group descriptor.We recommend three weeks to complete surveys.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 7

Comments are served to evaluators at the end of the survey. Most often the participant enters evaluators.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 8

We recommend 3-ring binder, printed graph, and default demographics. Click place order to save selections.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 9

You can add participants now or at a later timeby clicking Add Participant button.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 10

Add email address, name, select language. Information is saved when you click Add Participant.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 11

Some email addresses are in the database. Information is saved when you click Add Participant.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 12

If you have a typo, click name or email to open text box,edit, then click outside text box to save change.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 13

To set up or edit evaluators for participant, Click Manage Evaluators.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 14

Evaluator information saves instantly and is available to edit regardless of who sets up evaluators.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 15

Relationship can be changed at any time.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 16

Click Edit Participant or Evaluator Invitation to edit subject line and text. Click Update Message.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 17

Emails are no longer sent automatically by the system.Click Send all new Emails at your convenience.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 18

Emails can be selectively sent.Easily see date email was last sent.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 19

Review your order.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 20

Add shipping addresses so project can be delivered. Click edit to add address.

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 21

Navigate between pages by clicking link beside Done?

© 2011 The Leadership Circle, All Rights Reserved. Company Confidential 22

Easily extend completion date. Click edit group name under Available Actions. Edit date. Click update.