Best for
leadership programs, cohort programs, associations, learning teams
Peer learning circle generator
Create peer learning circles by clustering similar seniority, role, or challenge while still avoiding stale organization or familiarity patterns.
Direct answer: Peer learning circles work best when participants share enough context to be useful to one another, while still crossing organization, geography, or familiar-network boundaries.
Preset
Peer learning circle
Team size
5 to 8 people per circle
Use these attendee columns
A name column is enough to start. These columns make the grouping smarter for this use case; extra spreadsheet columns become custom sliders automatically.
For peer learning circles, start with name, role, seniority, organization. Add geography, challenge, goal, known_connections when the session needs better matching, more diverse groups, or cleaner follow-up.
nameroleseniorityorganizationgeographychallengegoalknown_connections
Recommended TeamCreator setup
Use the preset as a starting point, then move only the sliders that express the room design. Similar sliders cluster people who share a field; diverse sliders spread that field across teams. Positive ask-and-offer fit helps when participants submitted what they need and what they can contribute.
Slider move
Set seniority similar when peer trust matters.
Slider move
Set organization diverse so circles do not become internal meetings.
Slider move
Set challenge or goal similar when members need a shared learning edge.
Constraints to review
Constraints are the manual safety layer. Add keep-together rules for hosts, accessibility needs, or required pairs, and keep-apart rules for reporting lines, conflicts, competitors, or pairs that would reduce candor.
- Keep managers and direct reports apart.
- Keep people together only for established cohort continuity.
How to create the teams
- Export or copy the attendee list with the columns needed for the grouping decision.
- Open TeamCreator and paste the rows or load the CSV file.
- Choose Peer learning circle and set the team size to 5 to 8 people per circle.
- Tune the similar-or-diverse sliders: Set seniority similar when peer trust matters. Set organization diverse so circles do not become internal meetings.
- Add keep-together or keep-apart constraints, then create and review the teams.
- Download the assignment CSV and use it inside the room plan.
After the groups are formed
The assignment is only useful if the room knows what to do with it. Put the group number into the agenda, open with a prompt that matches the relationship goal, and make the follow-through visible before people leave.
- Give circles a recurring cadence.
- Start with a small disclosure prompt.
- Track commitments between sessions.
Before and after example
Manual grouping
The manual version usually starts with a spreadsheet sort, a last-minute shuffle, or a randomizer. That can be fast, but it tends to over-seat colleagues together, miss useful ask-and-offer matches, and leave sensitive keep-apart rules to memory.
Designed grouping
The TeamCreator version starts from the outcome: peer learning circles work best when participants share enough context to be useful to one another, while still crossing organization, geography, or familiar-network boundaries. The organizer uses Peer learning circle, sets the group size to 5 to 8 people per circle, checks constraints, and exports assignments that fit the room plan.
Export and room-plan examples
Useful exports for peer learning circles include a facilitator copy with every assignment, a participant-facing list with only names and table numbers, a CSV for badge or check-in systems, and a follow-up version that includes the next prompt or owner.
Want a second set of eyes? Send the use case, not the attendee list: the event goal, group size, available columns, and the rules that matter. We can suggest a TeamCreator setup and a short room plan without touching private participant data.
Common questions
What columns does TeamCreator need for peer learning circles?
A name column is enough to start, but useful columns include name, role, seniority, organization, geography, challenge.
Does attendee data leave the browser?
No. TeamCreator parses, scores, and forms teams in the browser. United We Transform does not receive, store, or inspect the attendee list.
What is the best preset for this use case?
Start with Peer learning circle, then adjust the sliders to match the session goal and any keep-together or keep-apart rules.
What constraints should I check manually?
Review constraints such as Keep managers and direct reports apart.; Keep people together only for established cohort continuity.