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Facilitator Guide

Facilitator Guide

Steps to have a successful
Rising Team Session
1. Before the session2. During the session3. After the session

Whether you’re a first time facilitator or a trained expert, Rising Team makes it easy to lead a team session like a pro. Just follow the steps in each kit and it's plug-and-play, from icebreakers to ground rules to discussion prompts. This guide walks through the process for anyone facilitating their first Rising Team session.

(And if you’re an expert facilitator, then feel free to use what’s helpful and adapt as you wish!)

Whether you’re a first time facilitator or a trained expert, Rising Team makes it easy to lead a team session like a pro. Just follow the steps in each kit and it's plug-and-play, from icebreakers to ground rules to discussion prompts. This guide walks through the process for anyone facilitating their first Rising Team session.

(And if you’re an expert facilitator, then feel free to use what’s helpful and adapt as you wish!)

Steps to have a successful
Rising Team Session
1. Before the session2. During the session3. After the session
Top round divider, white
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🌛 Before the session

Schedule the session

Log in to app.risingteam.com, open Team Sessions › Kits, and choose the session you want to run. Each kit page is laid out as 3, 2, 1, GO; step 3 is “Pick a date and time.” Set the date, then add it to your calendar. Keep in mind—Rising Team does not send calendar invites to participants. Be sure to add your team members and include a video link or conference room in the invite.

Every kit tells you how long it needs, and it varies: Connection Kits are typically 60 minutes, and Development Kits run 90 to 120. Book a block that matches the kit you picked rather than a fixed two hours.

A kit page laid out as steps 3, 2, 1 and GO, showing Pick a date and time

Decide who to invite

Invite anyone whose working relationship with you matters—direct reports, cross-functional partners, and “dotted line” reports. A session holds a maximum of 14 participants, and the session screen shows the cap as people join. If your group is larger than that, Minis are built to scale and run comfortably with up to 40 people. And if you need to run a full kit with a bigger team, email hello@risingteam.com—we'll help you find the right shape for your group rather than leaving you to improvise it.

Choose who will be the facilitator

Our general recommendation is that managers or team leads facilitate the Rising Team sessions so they get a chance to learn and actively practice key leadership skills with their team. That said, anyone can facilitate a Rising Team session—it doesn't always have to be a manager. Teams can rotate this role to different people on the team, or even to someone outside your team like an HR or Ops partner. There is a dropdown to change the facilitator on the kit landing page for each kit and within the session itself.

The Facilitator dropdown open on a kit page, listing everyone on the team

Prep to facilitate the session

Steps 2 and 1 on the kit page are your prep, so you are not going in blind. Learn about the theme (about 15 minutes) gives you short training articles you can read or listen to. Give it a test run (about 20 minutes) lets you watch a video of the session, preview it page by page, or do the exercise yourself first.

Budget around half an hour in total. If you are short on time, the “Watch a quick video” link is the one to keep—and you can watch it at 1.5x or 2x speed. Connection Kits ask for much less, a single 10-minute prep step, and Minis need no prep at all.

If you would like to share something about the kit with your team beforehand, the first training article is a good option; hit the “Share” button at the top of it for a shareable URL.

The kit library with filters for length, status, type and goal

Set a baseline with the Team Health Survey

Before your first session, consider running the Team Health Survey. It is 14 questions and takes your team a few minutes. Run one early to set a baseline, then re-run it periodically to see how things are trending.

You will find it under Admin › Reports. From there you can run a survey, view it, and send reminders. To protect anonymity, results only appear once three or more people have responded, so leave enough runway before your session to send at least one reminder.

The Team Health Survey report showing a baseline run and a follow-up run
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🌝 During the session

Share session URL and code with your team

When the day arrives, open the kit and click the orange Start Session button in the GO section (or use the link in the calendar invite you set up through Rising Team). You will be given a session URL and code to share with your team over email or chat, plus a QR code they can scan. You don't need to invite people ahead of time; they just need the code to join. The code expires after five hours.

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If someone joins a session late, they can still catch up by using the same URL and code, clicking next until they reach the page the rest of the team is on.

The Start your session screen with the join link, QR code and participant list

Open your video meeting if needed and share your screen

Allow time for everyone to get set up on a computer or mobile device. Everyone needs to be on a device so they can complete the interactive exercises, whether they are in-person or remote. If you are running the session virtually, start your video meeting (using Zoom, Teams or whatever your company uses) and share your screen.

Look for the gray Facilitator tips boxes beside the content throughout the session. They only appear on the facilitator's screen, and they tell you when to share your screen and when to stop.

You'll find an on-theme song to play while you are waiting for people to join. Click the “How to share sound” link near the bottom of the page for help setting up your audio.

An activity step with a Facilitator tips panel reading Turn screen sharing OFF

Follow the prompts

Follow the prompts on screen all the way through to the end, and ask your team to click their own orange “Next” buttons so everyone stays on the same page as you. Don't forget to participate in the exercises yourself! (You can also do them ahead of time in the “Give it a test run” section on the kit page.)

Keep an eye on time

Screens with an interactive exercise carry a countdown timer, and you can pause or reset it at any point. The timers are only a suggestion; spend as much or as little time on a screen as you see fit. If one step elicits a deeper conversation, let it run and shorten a later section to make up the time.

The header shows the kit's total length and a progress bar for the session as a whole, so you can read your pace at a glance and adjust what is left.

A session step showing the countdown timer with pause and reset controls

Ask your team to fill out the in-session survey

There is a brief survey at the end of each session that will give you a sense of what your team thought. If you are running out of time, we suggest you skip the reflections section and jump straight to the survey to make sure you get this feedback.

Stay present and flexible

Some steps will have suggested discussion prompts; if those aren't sparking a good conversation, ask your own questions. No matter how you improvise, the kit structure ensures it will be a good experience for your team.

Model the behavior you want to see

People on your team will take their cues from your own attitude towards this new experience. If you're excited, they'll be excited. It's easy to feel rushed or cynical, but projecting this will make it harder for people to open up. Some may arrive at the session with a sense of skepticism. Exude a sense that it's worth your time (which it is!) and that you are eager to learn, connect, and participate with an open mind.

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🌜 After the session

View team and individual responses

Each kit involves a team exercise related to the kit theme. After the session is over, you can see individual results as well as a consolidated view of the full team anytime via Team Sessions › Session Results. Open any person and you will see how they prefer to communicate, when they do their best work, how they like to receive feedback, and what they would like their teammates to understand about them.

Revisit these periodically and consider using them as a reference when talking with team members one-on-one. Any results page can also be printed.

An individual Working Styles results page showing collaboration preferences

Catch up anyone who missed the session

If a person missed the session entirely, or joined your team afterwards, open Session Results, click their name, and use Send invite next to the exercise they are missing. They can complete it in their own time and it joins the rest of the team's results.

Someone brand new to Rising Team has to be added to the team first, which an account admin does under Admin › Users / Team.

Session Results with a team member expanded, showing a Send invite link

Use the Reports tab

Admin › Reports offers a Kit Summary report that combines the end-of-session survey results, exercise results, and reflections and action items by team for each kit. Since this page is also viewable by company admins, the results are anonymized to keep what people share confidential to the team that completed the session together. After your session is completed, we'll also email you a link to this report.

The Kit Summary report showing scores, open-ended comments and action items

Integrate the learnings

After a Development Kit, we email you a Leader Action once a week for six weeks—one small, concrete practice at a time, each with a link to mark it done, snooze it, or skip it. On some kits your team members get their own actions too, so the whole team is practicing rather than just you. Connection Kits and Minis don't send them.

Arti can pick up where the session left off. Once a kit surfaces something—a teammate who wants feedback delivered differently, a working style that clashes with yours—you can talk it through with Arti, our AI coach, and come away with a plan or a script. If the next step is a conversation you're dreading, Roleplay lets you practice it first and get feedback before you have it for real. Both sit at the top of the left-hand navigation—Roleplay under its own name, Arti behind New chat—if your account has them switched on.

It's also worth re-reading the last training article from “Learn about the theme,” which carries tips for building on what you covered, and raising the session in your 1-on-1s.

Update and share your results

You can update your own exercise results at any time from your results page in Session Results. It's worth asking your team to do the same from time to time, as attitudes and preferences do change.

Some results pages—your Talent Profile among them—also offer a Share button that generates a unique link anyone can view. Share appears only when you are looking at your own results, and it is not available on every exercise type.

Keep the rhythm going with Minis

Alongside the full kits, Minis are 10 to 20 minute exercises you can drop into a regular meeting, sorted into Connect, Understand and Play, and they run with up to 40 people. They ask far less of everyone's calendar and lean on team bonding rather than skill-building.

Alternating Minis with the longer kits is the easiest way to hold a rhythm. We recommend doing one or the other about every six weeks.

The Minis page showing Connect, Understand and Play categories

Get help

We're easy to reach, and we're here to help! Email us any questions at hello@risingteam.com or join the Huddle, our private Slack community that's built for managers using Rising Team.