Getting started with Design

PI Design gives leaders the tools to visualize any team’s behavioral strengths and gaps, so they can solve conflict, build collaboration, and tackle goals with confidence.

Before exploring the software, it’s important to understand the tools available to you. Every action you take maps back to three areas of awareness:

• Self: Learn what drives each member of your team. Discover each team member’s strengths, caution areas, and preferred work style.
• Team: Reveal your team’s collective behavioral identity. Understand your biggest strengths, along with potential gaps.
• Strategy: Align on your team’s current goals and objectives. See how your strategy compares to your behavioral makeup, and ensure you’re prepared for the work at hand.

Learn more about each concept below.

Self

Design starts by understanding the individuals who make up a team. To get started:

• Create a team within the software (e.g., Marketing Team, Executive Team).
• Add team members until this team is representative of your real-world team.

Any person you add will be invited to complete the PI Behavioral Assessment. (If they’ve already taken the assessment, their results will automatically populate.)

Once your team is represented in the software, you’ll want to dig into the results:

• Explore the Team Map and familiarize yourself with each of the four quadrants.
• Click a team member’s pin to view their Reference Profile, strengths, cautions, and preferred work style.
• Customize pin colors to highlight different groupings (e.g., by function, by performance) and denote the team lead.

Team

Understanding the individual behaviors on your team is important. However, if you’re creating multiple teams, each with different combinations of people, focusing on individuals alone can feel daunting.

That’s where your Team Type comes into play.

• Reveal your Team Type, and you’ll learn where your team falls based on 9 distinct behavioral identities.

Example: An Exploring Team is known for being imaginative and daring, whereas a Stabilizing Team is known for being structured and practical.

Use your Team Type as you would a Reference Profile—a helpful shortcut that can help you understand complex behavioral dynamics in seconds.

Strategy

Once you’ve gleaned behavioral insights about your individuals and your team, it’s time to talk strategy.

• Set your current objectives from a curated list, and see what recommended behaviors are needed to achieve them.
• Reveal your Strategy Type, and compare it to your Team Type as a helpful way to gauge the behavioral readiness of your team.

Tips and best practices

• Use the action planner to identify practical team actions and assign them to specific owners.
• View your Team Activity Score to understand your progress in understanding one another as a team.

---