Circle Leader Guide

Circle Leaders are at the heart of The Policy Circle, inspiring meaningful change and fostering impactful discussions. This guide will help you set up and manage your Circle so that you can lead engaging conversations effectively. 

Complete Your Circle Setup

  1. Navigate to “Circles.”

    1. Go to “Circles” at the Top of the Page

    2. Explore your options to Find and Launch a Circle

    3. Select “My Circles” to view the Circles you lead or are a member of.

  2. Access Your Circle Settings

    1. Choose the Circle you lead from the list.

    2. On your Circle page, select “Settings” at the top right under your Circle’s name.  Here you can:

      1. Update your Circle’s description (select "Settings" under Administration).

      2. Email members.

      3. Manage events (Circle Meetings).

  3. Add Circle Members and Invite Contacts

    1. In Settings under Status, select “Invite Others to Join” to invite new members.

      1. You can Invite Your Contacts or Invite Others and track Pending Invitation Requests.

      2. To add a new member who is not in the Community Directory, see the message above the invitation form.

    2. Alternatively, in Settings under Administration, select Members, then “Add Member.” 

      1. From this section, you can also restrict or remove members as needed.

      2. For a step-by-step guide with pictures, click here to learn more about managing and removing Circle members. 

Start a Discussion and Organize a Circle Meeting

  1. Select a Policy Brief

    1.  “View the Policy Hub” by selecting the middle orange button near the top of your Circle page.

    2. Copy the link address for the Policy Brief you select for your upcoming Circle Meeting

  2. Start a Discussion

    1. Select the blue “Start a Discussion” button. 

    2. Post questions or prompts related to the Policy Brief you selected, encouraging engagement with Circle members.

    3. To start additional threads, select the blue “Add” button.

  3. Organize a Circle Meeting

    1. In Settings under Events, select “Manage Events.”

    2. Select “Add Event” and choose “Circle Meeting” to create a new meeting and receive RSVPs.

    3. Complete the form, adding the link address of the selected Policy Brief in the Description field. 

Need Assistance? 

We’re here to support you! If you have any questions or need help, please Contact Us. We will respond by the next business day.