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Sometimes people new to Everything DiSC® wonder about how to use the assessment in a group or in a coaching session. We hope these tips will give you the confidence to work with the Everything DiSC assessments. These notes aren’t a substitute for the facilitation kits available for each assessment.

Preparation before the assessment

People will have questions about why they are being asked to take a personality assessment and how it will be used.

Let participants know why you or your organization decided to offer this opportunity. Is it for professional development? To increase employee engagement? To reduce conflicts between departments? To improve workplace communication?

Let participants know how you’ll use the profile results. Will they be shared with others? Will they be used in promotion decisions?

Some people will be concerned about the validity of the instrument. Be ready with a simple answer and more details if requested. Over 45 million people in 75 countries have used Everything DiSC. Wiley (the publisher of Everything DiSC) recently published an entire book covering their research (Everything DiSC Manual.)

Debriefing with a group

Strategies: Everything DiSCLogistics and goals
A training session should always begin with introductions and logistics. Also give participants an overview of what will be expected of them. Perhaps that will include turning off mobile phones, participating at one’s comfort level, asking questions throughout the session, using a “parking lot” for additional questions, etc. Review why this group was asked to take the assessment.

Cornerstone principles and concepts
Early in your session, go over the cornerstone principles found on page 2 of any Everything DiSC profile and allow for questions regarding them. You might start with an activity like Discovering Your DiSC Style (explained in Facilitation Kit) or a video (also included in Kit) to introduce general DiSC concepts. Be sure to cover the four major styles, the priorities of each style, and explain how dot placement – both distance to the edge of the circle and proximity to another style – further define a participant’s style.

Personal reflections/interaction with profile
Everyone is a little egocentric and will welcome time spent focused on their own reports. Ask people to interact with their report and highlight or circle what really fits them and cross out or otherwise mark descriptions that don’t fit as well. People can share the statements they like most with others in the group. If there are participants with extra priorities, help them and the group understand what those mean and that having additional priorities is neither better nor worse than having three.

Activities: Several activities are found in the Facilitation Kits. You’ll also find more on our DiSCProfiles.com blog: The "Get Along" TeamTeam style
If your participants are all part of the same team, you will want to discuss how the team also has a personality. Ask about how that team style influences team member behavior and how the team works with other teams and leaders. What strengths and weaknesses do they think are true of their team?

If participants are from different teams, ask them about how well they think each of the four styles are represented in their teams. Is there a style missing? How can people flex into that style to make the team work more effectively?

Facilitator Report
Many facilitators find that having the Everything DiSC Facilitator Report ahead of time helps them prepare for the session. This report provides the names of participants, how they scored on the assessment, and the balance of the team based on styles. It also suggests issues to consider regarding the group’s culture.

Sum it up
Review the goals for your session. Ask about what people have learned and how they will apply this new knowledge. Let them know that you’re available for continued work using Everything DiSC and building on what they’ve learned today. Thank everyone for their participation. If participants want to share their experience on social media, suggest they use the hashtag #Everythingdisc.

Debriefing with an individual

Working with just one person gives you the ability to completely read their report and prepare for communicating with them based on their style. You can also prepare questions that directly relate to what you know of their workplace.

Review purpose
If the assessment is part of onboarding, to help with communication, to increase self-awareness or another reason, set the stage for this focus of your conversation.

Cornerstone Principles of Everything DiSC WorkplaceCornerstone principles
Before getting into the meat of the report, be sure to cover the cornerstone principles and general concepts of DiSC. This helps to put the profile report into a broader context.

Personal reflections
Allow the client time to review the first page or two about themselves. Ask about how well they think it applies to them. Are there surprises? Anything they don’t like learning? Anything they feel particularly good about? How can they use this information to improve their work relationships, communication, or leadership? What parts of the report would your client like to share with their manager or colleagues?

Reflections on other styles
Everything DiSC focuses not just on the individual but on relationships. Be sure to discuss how to work better with others. If you know the styles of the team your client is on or of their supervisor, direct the conversation to examples of working with those particular styles.

Supplemental Report: You can go even deeper into the assessment by using the Everything DiSC Supplement for Facilitators. You’ll be able to see more specific, detailed data about the person’s DiSC style and dot placement, as well as items in the questionnaire that were answered in a way unexpected for someone with their style.

Comparison Report
You can run Everything DiSC Comparison Reports via EPIC or through MyEverythingDiSC.com. These can be very useful if your client is experiencing conflict with another person in the organization or getting a new boss, direct report, or team member.

What’s next?
What will each of you take away from your discussion? What next steps do you want to take together?

Notes on Workplace, Productive Conflict, Management, Sales and Work of Leaders profiles

Workplace: Debriefing can include discussions around motivation and stress, communicating better with other styles, or resolving conflicts with other styles. With individuals, you can spend time on page 16, Increasing Your Workplace Effectiveness.

Productive conflict: Personal reactions to conflict and the destructive and productive conflict behaviors of each DiSC® style are examined in this report. Use with individuals or teams to improve communication strategies when engaging in productive conflict with colleagues. Moving on page 19, you can go over reframing your client's knee-jerk thoughts in the section "Changing Your Response."

Management:  Management issues such as directing and delegating work and of motivating and developing others are easily covered using this profile. You can also cover how to work with one’s own manager. When coaching you can focus on specific DiSC styles the client is challenged by or priorities they need to strengthen.

Sales: The Everything DiSC Sales profile is very focused on sales, but we’re all in sales even if it’s not in our title. We all want to influence others and hopefully we all want to understand the interest of others, too. With groups you can focus on understanding the interests and priorities of the four DiSC styles and how to meet those expectations. You can explain how to create a customer interaction map. With individuals you might want to create a customer interaction map for one of their target customers before you begin your debriefing. You can use it to frame and focus your conversation. You can go through page 23 of the Sales report to develop an action plan together.

Work of Leaders: This profile requires that you spend time on the Vision, Alignment and Execution concepts that are central to the assessment and report. Each step should be delivered sequentially but extra time can be spent wherever there seems to be the greatest need. Coaches can focus on pages 21 -23, Your Leadership Challenges.

Everything DiSC profiles are designed to work with any organization and within multiple training and coaching situations. The facilitation materials offered in the Facilitation Kits are customizable to your own and your clients’ needs. Here we’ve covered only the basics.

If you want to connect with others using EverythingDiSC, join the LinkedIn Everything DiSC User Group or our Everything DiSC Facilitators and Coaches group on Google+ or DiSC Practitioners and Fans on Facebook.