Welcome to the…
Quick Start Guide
An Introduction to the Predictive Index Framework
Let’s Get Started…
Here’s What We Will Cover:
So you’re on your way to understanding the Predictive Index! This quick start guide will help you get familiar with the methodology and science to help you and your team navigate the people side of innovation.
This six-step guide will walk you through two “PI Learn” courses designed to familiarize you with the Predictive Index science and Team Optimization methodology. It is estimated to take one hour or less to complete this guide.
Before we get started, be sure to download the lesson checklist. It will help you keep track of your progress.
Let’s Get Started…
Here’s What We Will Cover:
So you’re on your way to understanding the Predictive Index! This quick start guide will help you get familiar with the methodology and science to help you and your team navigate the people side of innovation.
This six-step guide will walk you through two “PI Learn” courses designed to familiarize you with the Predictive Index science and Team Optimization methodology. It is estimated to take one hour or less to complete this guide.
Before we get started, be sure to download the lesson checklist. It will help you keep track of your progress.
PART 1: Understanding Behaviors With PI
Estimated time: 50 minutes
#1: Head, Heart, Briefcase
Estimated time: 5 minutes
Lesson Overview
When I’m teaching the PI Certification Workshop, one of the first phrases I introduce is “head, heart, briefcase.” And when you read this lesson, you’ll understand why. You’ll learn how the whole person shows up at work, and why that’s so important.
#1: Head, Heart, Briefcase
Estimated time: 5 minutes
Lesson Overview
When I’m teaching the PI Certification Workshop, one of the first phrases I introduce is “head, heart, briefcase.” And when you read this lesson, you’ll understand why. You’ll learn how the whole person shows up at work, and why that’s so important.
#2: What Drives Your People
Estimated time: 5 minutes
Lesson Overview
The relationship between people’s drives, needs, and behaviors is so powerful. In this lesson you’ll learn this relationship and see why it is the basis for PI’s assessments. Then, get a brief overview of the Behavioral, Cognitive, and Job Assessments.
#2: What Drives Your People
Estimated time: 5 minutes
Lesson Overview
The relationship between people’s drives, needs, and behaviors is so powerful. In this lesson you’ll learn this relationship and see why it is the basis for PI’s assessments. Then, get a brief overview of the Behavioral, Cognitive, and Job Assessments.
#3: PI Foundations
Estimated time: 5 minutes
Lesson Overview
If you’re going to pick one lesson to learn more about, this is the one! In this section you’ll experience an interactive video that will teach you the fundamentals of the PI Behavioral Assessment. You’ll learn the four key factors that drive workplace behavior, how those factors work in combination, and how they create a pattern that describes a person’s motivating needs.
#3: PI Foundations
Estimated time: 5 minutes
Lesson Overview
If you’re going to pick one lesson to learn more about, this is the one! In this section you’ll experience an interactive video that will teach you the fundamentals of the PI Behavioral Assessment. You’ll learn the four key factors that drive workplace behavior, how those factors work in combination, and how they create a pattern that describes a person’s motivating needs.
#4: Reference Profiles
Estimated time: 5 minutes
Lesson Overview
Once you’ve got the basics of the Behavioral Assessment down, you’re ready to learn about Reference Profiles. Reference Profiles are like neighborhoods for PI patterns. Everyone’s pattern falls into a Reference Profile, and patterns in the same reference profile will have similarities. You’ll learn that there are 17 Reference Profiles, with each having unique drives, needs, and behaviors.
#4: Reference Profiles
Estimated time: 5 minutes
Lesson Overview
Once you’ve got the basics of the Behavioral Assessment down, you’re ready to learn about Reference Profiles. Reference Profiles are like neighborhoods for PI patterns. Everyone’s pattern falls into a Reference Profile, and patterns in the same reference profile will have similarities. You’ll learn that there are 17 Reference Profiles, with each having unique drives, needs, and behaviors.
#5: Person Page Overview
Estimated time: 5 minutes
Lesson Overview
Find out where all the knowledge you just learned about is stored in the PI system, and how it’s organized. You’ll definitely need to know your way around a Person Page as you start out on your PI Champion journey!
PART 2: Your Leadership Style
Estimated time: 10 minutes
#6: Leading Through Self-Awareness
Estimated time: 10 minutes
Lesson Overview
This is a set of four leadership lessons. It’s a great introduction to how you can use PI to bring a better you to work. These quick-but-effective lessons will teach you about the four leadership styles, how to work to the strengths of your leadership style, and how to communicate effectively with your team based on their work style.
#6: Leading Through Self-Awareness
Estimated time: 10 minutes
Lesson Overview
This is a set of four leadership lessons. It’s a great introduction to how you can use PI to bring a better you to work. These quick-but-effective lessons will teach you about the four leadership styles, how to work to the strengths of your leadership style, and how to communicate effectively with your team based on their work style.
Questions? Let’s Connect.
I’m looking forward to welcoming you to a PI Certification workshop soon!
One Last Thing…
Remember to download the lesson checklist! You can use it to keep track of your progress, and to keep all of your notes in one place.
Even if you’ve already started the lessons, it’s not too late!
One Last Thing…
Remember to download the lesson checklist! You can use it to keep track of your progress, and to keep all of your notes in one place.
Even if you’ve already started the lessons, it’s not too late!
Are You Ready
to Make it Happen?
Are you ready for the momentum and progress that an aligned people strategy can deliver? We’re ready to help.





