Suggestions for Client Education & Resources, Partner Enablement, Workshops

Examples of features relevant to this page: Scheduling Workshops, Workshop Content, Marketing, Seismic, MTC Process, etc.

Create a Bundled workshop option for PI2 sessions

Create a bundled workshop in PI2 (Decode- Predict-Develop) that is the equivalent to DRWT. We host large virtual and in-person sessions. We would like a bundled ...
Suggested by: Trisha Buchanan (08 Aug, '24) Upvoted: 27 Apr Comments: 15
Pinned Done

Learn feature/course list for prospective clients

Could we please have a summary of topics/courses/ebooks in Learn so that a prospect could see the value add benefits to L&D, or manager education that PI could bring. ...
Suggested by: Denise Graziano (05 Jun, '23) Upvoted: 07 Oct, '25 Comments: 1
Under Consideration Client Resources

Factor combinations in the workbook Pages 29-30

The workbook suggests only taking notes on your own pattern. Please modify this page to include a space to take notes on all of the factor combinations.
Suggested by: Becca VanDerveer (29 Jul, '24) Upvoted: 10 Dec, '25 Comments: 9
Under Consideration

Change the "Getting Started with PI" email invitation

The language inviting clients to attend the Getting Started with PI webinar makes confuses clients. The language cannibalizes training by misinforming clients to ...
Suggested by: Becca VanDerveer (11 Sep, '24) Upvoted: 29 Jan Comments: 8
Done

How to videos for PI2

Since partner business accounts lack full functionality and partner demo accounts have us as 3rd parties, it would be great if there were how to videos in addition to ...
Suggested by: Becca VanDerveer (12 Jul, '24) Upvoted: 13 Dec, '24 Comments: 2

Demo Account for Workshop

When a demo account is created for participants, the faciliator of record list in FBC should also be added to that same sandbox. It's difficult to support clients ...
Suggested by: Kate Fagan Shuck (16 Sep, '24) Upvoted: 04 Dec, '24 Comments: 1
Under Consideration

Toolkit printed materials A=D on the midpoint looks to be a sigma high

This is in the new toolkit on the A=D page. For A=D near the average...is it me or does this profile look more like A=D look to be one sigma high? I miss sigma lines...
Suggested by: Becca VanDerveer (26 Jul, '24) Upvoted: 27 Aug, '25 Comments: 1

Information on BA/CA & Neurodivergency

Neurodivergence is a large topic in the DEI realm, and has been coming up during our Team Dynamics sessions. Questions are around how those who are neurodivergent may ...
Suggested by: Lauren Reese (22 May, '23) Upvoted: 05 Nov, '25 Comments: 0
Under Consideration Client Resources DEI

A PI Client Consortium

I have had many clients ask for some sort of PI consortium (chat room, platform, social media forum) where clients can talk to each other about PI related topics.
Suggested by: Deborah Watts (09 Jan, '23) Upvoted: 05 Jan Comments: 0
Under Consideration Client Resources Net New

PI2 Upgrade Client Webinars

From latest All network call in August: During Monday’s ANW, it was stated that Partners can attend the client Upgrade Webinar. We need to correct that response and ...
Suggested by: Becca VanDerveer (15 Aug, '24) Upvoted: 28 Aug, '24 Comments: 3
Done

PI2 upgrade checklist- updating email address video

The PI2 upgrade checklist includes a video suggesting how to update email addresses. The video states "But you'll notice there's quite a few emails that need to be ...
Suggested by: Becca VanDerveer (01 Aug, '24) Upvoted: 23 Jan, '25 Comments: 2

When adding Zoom address to Workshop in Force, can it be sent as hyperlink in Confirmation Email?

I appreciate the addition of being able to put the Zoom address in Force for Workshops, but when it's sent within the registration confirmation email to participant ...
Suggested by: Alicia Wassenberg (03 Jun, '25) Upvoted: 04 Jun, '25 Comments: 1
Under Consideration

Updated Email Confirmations from Force when WS date change

When a workshop date is changed in Force currently only the WS owner gets a confirmation email of the change. The assigned Trainer and any registered Participants ...
Suggested by: Alicia Wassenberg (13 Jan, '25) Upvoted: 12 Jan Comments: 1
Done

PI in a Flash app

Currently PI in a flash app seems to be only available for Apple products not Android. It should be available for Android.
Suggested by: Allan Brown (09 Apr, '24) Upvoted: 08 Jan Comments: 2
Under Consideration Client Resources

Mobile Friendly Learning Center

I would love to see a mobile friendly dashboard and learning center... though an app would make this tool so much easier for a company to easily integrate into their ...
Suggested by: Sarah (06 Feb, '23) Upvoted: 10 Apr, '25 Comments: 2
Under Consideration Client Resources

Digital certificate badge for social media use

Many clients are asking for an easy way to show on their social media sites that they've completed a PI workshop (Drive Results with Talent)
Suggested by: Sabine (28 Jan, '23) Upvoted: 06 Sep, '24 Comments: 2

Adding a Personal Zoom link to a Workshop "Location"

When adding a Virtual Workshop in Force, it would be helpful if we could add a personalized Zoom link in the "location address" that would also be included in the ...
Suggested by: Alicia Wassenberg (09 Aug, '24) Upvoted: 25 Oct, '24 Comments: 0

Collateral to share with our orgs

Looking for more simplified collateral to share with our teams around the topics of "What's in it for me?", "Why is PI important?", "How can PI help me". Looking for ...
Suggested by: Z. Gunjevic (20 Jan, '23) Upvoted: 05 Jan Comments: 0

Job Assessment Science -- For Partners and Clients

For Partners: A Job Assessment Technical Manual with detailed information on how the PI2 Job Assessment is calculated and the distribution between reference profiles ...
Suggested by: Alexis Finley (09 Aug, '24) Upvoted: 09 Sep, '25 Comments: 0
Under Consideration Client Resources Hire

PI 2.0 Training Decks - Make slides editable

The PI 2.0 Training slides have limited editable features. We would like to have more of the deck content editable (i.e. Menti picture cover page) if training a ...
Suggested by: Julie Hagovsky (13 Nov, '24) Upvoted: 28 Aug, '25 Comments: 1
Will not do

Mapping PI to Competencies

Multiple clients have requested our help mapping PI factors/behaviors to their internal competencies. It would be great if PI could offer tools to help with this.
Suggested by: Erinne Trpp (12 Jan, '23) Upvoted: 08 Oct, '24 Comments: 1
Will not do

Demo accounts

The demo account is specific to one person (consultant). It would be great if we could add another training (consultant) to the account in the event of co-training. ...
Suggested by: Jill Berg (06 Jun, '24) Upvoted: 04 Dec, '24 Comments: 4
Under Consideration

Request for Updated One Pagers in Spanish

Suggested by: Marta Colomina (12 Jan, '24) Upvoted: 16 Dec, '24 Comments: 0

A:D in Decision Making

This is missing from PI2 training. The Special A=D relationship - Decision Making where it shows the progression of the D crossing the midpoint was a training ...
Suggested by: Natasha Augustine (14 Mar, '25) Upvoted: 10 Sep, '25 Comments: 0
Under Consideration

PI2 Decoding Feedback: How the BA Assessment is calculated

Is there a reason why we took out the explanation for how the BA is calculated/works. It used to be part of the legacy training. Also did not see any information on ...
Suggested by: Arnie Roza (06 Jun, '24) Upvoted: 05 May, '25 Comments: 3
Done

A full breakdown of feature parity from Legacy to PI2

Diagnose 2.0 brought many exciting new features however, it seems there were some features we were accustomed to in legacy no longer exist. Such as resending the ...
Suggested by: Becca VanDerveer (30 Oct, '24) Upvoted: 05 Mar Comments: 2

17 reference profile summary

On page 26 in the current toolkit, there is a summary of all 17 reference profiles and the tag line & patterns. Please add this back into the workshop companion. It's ...
Suggested by: Jen Porett (06 Jun, '24) Upvoted: 08 Nov, '25 Comments: 1
Under Consideration

Request for Updated One Pagers

It would be great to have the following older one-pagers updated to match the more recent theme, look, feel and styling of more recent one-pagers which were added in ...
Suggested by: Anne Gottwald (05 Jun, '23) Upvoted: 29 Apr, '25 Comments: 1
Will not do Client Resources

Known issue/bug of New Software User & Learn not "connecting" for DRWT

Sometimes when a new software user is registered for DRWT, they aren't able to access Learn for pre-work, it's usually fixed with a quick call to Support to link the ...
Suggested by: Alicia Wassenberg (10 Mar, '23) Upvoted: 17 Aug, '24 Comments: 1

Incorrect description of D>B

Both the toolkit (pg 12) and the slides (slide 60) have a D>A descriptor for taking risk on the D>B page providing direction should say "Very detailed instructions, ...
Suggested by: Becca VanDerveer (26 Sep, '24) Upvoted: 27 Sep, '24 Comments: 3
Done

PI Learn Enhancement

It would be a great upgrade in PI Learn if the administrator could "assign" PI Learn modules to other employees in the organization, as well as then track completion ...
Suggested by: Sheena Burt (06 Nov, '23) Upvoted: 10 Sep, '25 Comments: 3

Add BA pattern and Partner logo to Tent Cards

Add the participant's PI pattern and the partner's logo to the tent cards.
Suggested by: Brian Gelt (02 Oct, '23) Upvoted: 30 Oct, '24 Comments: 2

Add More about the CA in the PI2 Training Material

Considering that cognitive assessements are generally considered the single best predictor of performance, please include more about the CA in the training material, ...
Suggested by: Pernille Flensted-Jensen (26 Jun, '24) Upvoted: 23 Apr, '25 Comments: 3
Done

Switching / adapting the bank teller exercise in DRWT

I had a client this week who didn't know what a bank teller does. Initially, I thought that was crazy but I realized people don't go into banks nowadays !!!
Suggested by: Damon Clark (12 Jan, '23) Upvoted: 11 Mar, '24 Comments: 3
Done

Post-workshop emails

Clients that are attending multiple workshops are getting overwhelmed with workshop follow up emails. We are able to turn off pre-workshop emails, is it possbile to ...
Suggested by: Kathleen D. Teehan (29 Jan, '25) Upvoted: 10 Sep, '25 Comments: 1
Done

More easy to consume PI2 Materials for Prospects

Looking for: - more succinct pitches (be more clear/upfront about value) - existing PDFs too long - video summaries are good
Suggested by: Caraline O'Brien (09 Dec, '24) Upvoted: 22 Jul, '25 Comments: 0
Done

PI foundations videos

It would be very helpful to have the PI foundations videos broken up into separate videos, delivering PI knowledge into 5 minute learning "bites" and with ...
Suggested by: Amy Leslie (15 Sep, '23) Upvoted: 09 Sep, '25 Comments: 0
Under Consideration Client Resources

Reference Profile Icons to be available in other format than pdf

Specifically the Artisan icon, it doesn't match the others in color, so an editable clip art like .ai (illustrator) or psd (photoshop) layered file format instead of ...
Suggested by: Alicia Wassenberg (21 Feb, '23) Upvoted: 14 Nov, '23 Comments: 3

PI2 Decoding Training Slided on Bell Curve #s is Confusing.

The slide with the bell curve that depecits that 68% of the factors fall in the moderately high/low and then breaks down the next signmas. It used to be easier to ...
Suggested by: Arnie Roza (06 Jun, '24) Upvoted: 08 Oct, '24 Comments: 1
Under Consideration

Updated one-pager marketing materials

Suggested by: Alexis Finley (08 Mar, '23) Upvoted: 18 Jan, '24 Comments: 1

Create separate workbooks for each module

Or at least separate out the Design and Diagnose into separate workbooks. Decode, Hire and Inspire will continue to be the top sellers in terms of workshops. We ...
Suggested by: Becca VanDerveer (29 Oct, '24) Upvoted: 23 Apr, '25 Comments: 0
Will not do

Create PI2 workbooks by module

The current PI2 workbook includes all 5 modules. It is not far to the client to make them pay for a workbook that when they are not using all of them. It is expensive ...
Suggested by: Becca VanDerveer (22 Jul, '24) Upvoted: 27 Aug, '25 Comments: 0
Will not do

PI 101: Behavioral Basics

The PI 101: Behavioral Basics is far better than the Understanding Behaviors deck currently available to clients. Seismic says we can "make a copy" but we really ...
Suggested by: Diana Rivenburgh (27 Jun, '24) Upvoted: 22 Jul, '24 Comments: 2
Will not do

Team Visibility in Workshop PI2 Account

When we as partners create a PI2 workshop account, this workshop account should be visible to the entire partner organization and not just the individual that created ...
Suggested by: Sheena Burt (17 Jun, '24) Upvoted: 10 Jul, '24 Comments: 2

WORKSHOP SLIDES AND MANUALS: "DRIVES" AND "NEEDS" inconsistent with all previous workshop material

DRIVES: ie: DOMINANCE etc.. is correct. NEEDS: ie: "A NEED to exert one’s influence on people and events" is now reflected (incorrectly) as The DRIVE to exert one’s ...
Suggested by: Chantal Walley (15 Aug, '25) Upvoted: 27 Aug, '25 Comments: 1
Done

Corporate Cutback to Workbook

It would be great to add a section about the corporate cutback to the C:D factor combination page in the workbook & workshop companion.
Suggested by: Bobbi Kelly (03 Feb, '25) Upvoted: 03 Apr, '25 Comments: 1
Will not do

Automating the FABRIC Rubric

I've had a client very interested in the Leadership Rubric with FABRIC and would love to have it automated for PI customers.
Suggested by: Mary Toland Shaw (22 Aug, '24) Upvoted: 10 Sep, '25 Comments: 1
Will not do Client Resources

Learn Blog Posts - Date Posted

Would be great to have date posted on all blog posts/articles/resources so that learners know how old some of the resources are! May also to help us keep track of ...
Suggested by: Sam Klemarczyk (22 Nov, '23) Upvoted: 17 Jun, '24 Comments: 1
Will not do Client Resources

Consider translation for some of the client support documentation

Please consider translations for more support documentation that could be sent directly to clients, like you did with the PI Companion.
Suggested by: Manuel Guzman (23 Feb, '23) Upvoted: 08 Sep, '23 Comments: 1
Will not do Translation

Ability to add image to Learn user profile

We have a client that requested the ability to add her picture to her Learn profile. With generic default image, it looks as if we are logged out. Adding an image ...
Suggested by: Chad Leslie (13 Sep, '24) Upvoted: 10 Oct, '24 Comments: 0
Will not do Client Resources