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Downloading the Management Strategy Guide

Learn how to download the Management Strategy Guide in PI Inspire, and get tips to manage a person based on their behavioral data.

This article applies to all Inspire users in the PI2 platform.

The Management Strategy Guide helps you understand exactly how to manage and motivate your direct reports.

Note: Looking to develop yourself? Check out Inspire’s self-development guides.

Which employees have a Management Strategy Guide?

Every employee in Inspire has a dedicated Management Strategy Guide.

Unlike the Management Skills Guide, which is designed to help you grow as a leader, the Management Strategy Guide offers personalized guidance for managing specific individuals.

How to download a person’s Management Strategy Guide

  1. Log in to the PI software.

  2. Select Inspire from the top navigation bar.

  3. Search for the co-worker whose guide you’d like to download.

  4. You will land on that employee's page.

  5. Click "Download or Email Reports" in the top-right of the screen.

  6. A menu titled “Download or Email Reports” will appear.

  7. Under “Coaching [Employee Name],” select “Management Strategy Guide.”

  8. (Optional) Select any additional resources you’d like to download.

  9. Click the “Download items” button.

  10. The download will automatically start.

Note: If you select multiple resources, they will download as separate PDFs.

Tip: You can also email this report if you'd prefer. To do so, click "Email items" and follow the subsequent directions.

FAQs

Can I download my own Management Strategy Guide?

Yes. To download your own Management Strategy Guide:

  1. Log in to the PI software.

  2. Select Inspire from the top navigation bar.

  3. From the Inspire homepage, find the left-hand box with your name.

  4. Click “View more.”

  5. You will land on your person page.

  6. Click "Download or Email Reports" in the top-right of the screen.

  7. A menu titled “Download or Email Reports” will appear.

  8. Under “Coaching [Your Name],” select “Management Strategy Guide.”

  9. (Optional) Select any additional resources you’d like to download.

  10. Click the “Download items” button.

  11. The download will automatically start.​

Note: If you select multiple resources, they will download as separate PDFs.

Tip: You can also email this report if you'd prefer. To do so, click "Email items" and follow the subsequent directions.

Additional support

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