logo Help Site
Sign in
About
Launch ThoughtExchange Privacy & Technical
Submit a request Launch ThoughtExchange Privacy & Technical Contact Us
  1. ThoughtExchange Help Site
  2. Creating & Managing Exchanges

Creating & Managing Exchanges

  • Creating & Managing Exchanges
    • Getting Started
    • Room Administration
    • Creating Your Exchange
    • Managing Your Exchange
    • Working with Your Results - The Discover Dashboard
    • Beyond the Basics
    • ThoughtExchange Solutions
    • Exchange Templates & Discover Guides
  • Tips, Tricks & More
    • Tips From Exchange Coaches
    • Discover Resources
    • Live Exchanges
    • Use Cases
    • Master Classes
    • Success Stories in Education
  • Participating in an Exchange
    • First things first
    • Participation - the basics
    • Participation - beyond the basics
  • Privacy & Technical Info
    • Privacy and confidentiality
    • Technical info
  • Announcements
    • Current release notes
    • Past release notes
    • Technical Notifications

  • Getting Started

    • Getting to Know the Leader App
    • What is a ThoughtExchange?
    • Getting Started: A leader's guide to ThoughtExchange
    • Allow Listing ThoughtExchange

  • Room Administration

    • Roles in ThoughtExchange
    • Upload Contacts
    • Edit Domain Restrictions
    • Leader Permissions
    • Custom Compliance Message
    • Administrator's How-To Guide

  • Creating Your Exchange

    • ★ How to Create an Exchange - A step-by-step guide
    • Create an Exchange in Two Clicks with Exchange Studio
    • Design a Great Question
    • Write a Compelling Introduction
    • Engage Participants with an Introduction Video
    • Create a Multi-Language Exchange
    • Understand Your Participants Using Survey Questions
    • Participation Groups: One Exchange, separate conversations
    • Moderation: Philosophy and best practices
    • Moderation: Choosing a method
    • Choose Whether to Require Signup or Login

  • Managing Your Exchange

    • Manage an Exchange - Key features overview
    • Introduce ThoughtExchange to Your Community (Template text)
    • How to Moderate an Exchange
    • Invitations, Reminders and Thank You Emails (Template text)
    • The Importance of the Rating Ratio
    • Login Instructions (Template text)
    • Archive Exchanges
    • Reminders and notifications

  • Working with Your Results - The Discover Dashboard

    • Introduction to the Discover Dashboard
    • Working With Your Results (Video)
    • Quick-Start Guide to Discover
    • Overview - Your participation summary
    • Summaries - Your results in a sentence or two
    • Connections - Observe the interaction between participants and thoughts
    • Wordcloud - See what people are talking about
    • Thoughts - View, comment, and generate reports
    • Differences - See what is uniting and dividing your participants
    • Tiles - Visualize exchange topics
    • Bars - View an interactive bar chart of exchange topics
    • Heatmaps - See which topics matter most to each group
    • Theme - Sort thoughts into meaningful categories
    • Moderate - Monitor thoughts in realtime
    • Reports - Generate and customize shareable reports and download your data
    • Manage - Grant dashboard access to other users
    • Working with Results of Polarized Exchanges
    • Commenting on Participants' Thoughts
    • Action Planning in the Discover Dashboard

  • Beyond the Basics

    • Creating templates for survey questions, participation groups, objectives, and theme sets
    • Participation Groups and Survey Questions
    • Invite Contacts to an Exchange
    • Moderating Polarized Exchanges
    • Protecting Exchange Validity
    • Why do exchanges have one open-ended question?
    • Adding Your Logo to Your Exchanges and Summary Reports
    • Why are participants able to jump around between the steps of an exchange?
    • Converting Your Introduction Videos
    • Engaging with Students - When and how
    • Supporting Student Exchanges

  • ThoughtExchange Solutions

    • ThoughtExchange Solutions - Field Intelligence
    • ThoughtExchange Solutions - New Leader Acceleration
    • ThoughtExchange Google Calendar Integration
    • ThoughtExchange Outlook Integration
    • ThoughtExchange Slack Integration
    • Microsoft Teams Integration

  • Exchange Templates & Discover Guides

    • Addressing Staff Retention by Inviting Staff into the Conversation
    • Exchange Template: Community Alignment with ESSER Funding
    • Exchange Template: Local Control and Accountability Plan (LCAP) - Annual Update
    • Exchange Template: School District Strategic Planning
    • New York Budget Framework
    • A New Way for Administrators to Engage at School
    • Using Thoughtexchange in the Classroom
    • Student Voice: Exchange Settings
    • ThoughtExchange & The Alberta Assurance Framework
    • Exchange Template: Anti-Racism
    • Exchange Template: Supporting Diversity & Inclusion Within Your Organization
    • Exchange Template: Leadership Transitions in Education
    • Exchange Template: School District Budget Planning
    • Exchange Template: School District Culture and Climate

Need urgent help? Call us at:

1-800-361-9027 x4

Popular Topics

  • Team Intelligence
  • Hybrid Work Management
  • New Leader Onboarding
  • Organization Alignment

Product

  • Overview
  • How It Works

Resources

  • Blog
  • Resources Library
  • Events & Webinars
  • Customer Stories
  • Scaling Conversations
  • Help Center

Company

  • About
  • Leadership Team
  • News
  • Careers & Culture
  • Social Impact
  • Contact Us

Copyright © 2022 Fulcrum Management Solutions Ltd.

ThoughtExchange® is a registered trademark in Canada and the United States of Fulcrum Management Solutions Ltd. The ThoughtExchange logo is a trademark of Fulcrum Management Solutions Ltd in the United States and/or all other countries.