Team8 People

Consultant Program

Your Training Outline

This Training Outline is designed to prepare you to commence your training and provide you with a clear view of what to expect throughout the process. Use the outline below as a starting point to cover the key foundations ahead of each of your one-on-one consultations with a Team8 People Master Trainer. This will ensure your live training sessions can be focused on what is most relevant to your specific goals, context, and how you plan to apply DISC Profiling.

Please note, given that your program will be completely tailored to your intended use and experience, your Master Trainer or Client Success Manager may advise you to rewatch certain videos or access additional resources as you progress through your training.

Your 1-on-1 Training Sessions with a Master Trainer

Your First Training Consultation

Preparation:

  • Have your own DISC Profile report completed. 
  • Read through your report and highlight points of agreement or disagreement. 
  • Complete the Summary Page on Page 13 in your report.

Covered In This Session:

In your first consultation, you will discuss the fundamentals of DISC including:

  • What DISC is and what it’s measuring;
  • The impact of our environment;
  • Natural vs adaptive behaviors;
  • In depth review of page 15 graphs;
  • Understanding the DISC scales; and 

Post-Session:

  • Prepare examples of what High and Low DISC behaviors are in your world.
Watch the video below
Watch the video below

Your Second Training Consultation

Preparation:

  • Review and read the word sketch in your own DISC Profile Report on pages 16-17.
  • Refer to pages 83-84 in the Consultant Manual for more information on the Word Sketch. 
  • Review your 12 DISC Sub Patterns on pages 18-20 in your DISC Profile Report, and refer to pages 118 to 121 in the Consultant Manual for more detailed information.
  • Read the section in Part II of your report on Behavioral Adaptability from pages 25-35.

Covered In This Session:

  • Reviewing and understanding the Word Sketch and using it to map your behaviors to your role. 
  • You will also explore how to use and interpret the 12 DISC Sub Patterns.
  • The SBR Model (Situation x Behavior = Result).

Post-Session:

Following your second consultation, complete the 12 Sub Patterns ‘Top 3, Bottom 3’ Activity:
  • Firstly, identify your top 3 Sub Patterns.
    • Reflect and list when these behaviours work well for you
    • Also think about when you over use them or situations when they aren’t helpful. 
  • Then, with your bottom 3 behaviours:
    • Identify when you could use these more often. 
    • Identify strategies for how you will learn to adapt and be aware of this in situations in the future.

You can find this activity on page 122 of your Consultant Manual

Watch the video below

Your Third Training Consultation

Preparation:

Prepare by studying the Case Study Graphs –  Scenario #1 from your training materials: Access here. 

Covered In This Session:

You will discuss the Scenario #1 Case Study of a Head Coach and three leaders including reviewing the shapes of their graphs and what is rare and unique in DISC graphs.

Post-Session:

If you haven’t already, now is the time to start profiling others!

In the next session you’ll be practicing debriefing an individual’s report so it’s important that you have asked at least one person to complete their individual DISC Profile before then. 

Watch the video below
Watch the video below

Your Fourth Training Consultation

Preparation:

  • Review Section 9 of the Consultant Manual on ‘Working with your Team’ (Pages 185-218) to build your understanding of DISC and Team Dynamics. 
  • Ensure that you have had at least one person complete an individual DISC Profile for you to practice debriefing in this training consultation.

Covered In This Session:

  • Team Dynamics: What is the impact of too many and too few DISC styles within a team. What is a non technical role, how to read the Team Dynamic Report.
  • Practice Debrief: Using someone from your own client base, you’ll practice debriefing another person’s DISC Profile with support from Bo. 

Post-Session:

Following this session, take the opportunity to put your learnings into practice and debrief your client’s report with them. For additional supporting resources, refer to pages 138-139 in the Consultant Manual for the 10-step debrief guide.

Reflect and make note of any knowledge gaps in the debrief process to discuss in your next training consultation. 

Watch the video below

Your Fifth Training Consultation

Preparation:

Administer the DISC Profile survey to another person and be prepared to discuss their profile. 

Covered In This Session:

This session will cover:
  • DISC and identifying potential conflicts;
  • DISC and leadership styles; and
  • Discussion and another practice review of real-life DISC Profiles to solidify DISC language and debriefing process.

Post-Session:

Following this session, take the opportunity to put your learnings into practice and debrief your client’s report with them. For additional supporting resources, refer to pages 138-139 in the Consultant Manual for the 10-step debrief guide.

Reflect and make note of any knowledge gaps in the debrief process to discuss in your next training consultation. 

Watch the video below

Your Final Training Consultation

Preparation:

  • Review the DISC Observer Feedback Case Study (Scenario #2) and be prepared to discuss in session – Access here. 
  • Have another person or a team complete their DISC Profile survey/s and be ready to practice debriefing their report/s in your final training consultation with Bo.

Covered In This Session:

Your final formal training consultation covers:
  • Understanding the DISC Observer Feedback 360 process;
  • Finalising any points needing further clarification.
  • Final opportunity within formal training program to debrief with support a profile and suggested strategies to improve a client’s performance.

Post-Session:

Now it’s time to start actively using DISC with those you work with and put your learnings into action! 

Watch the video below

What's next?

Congratulations on completing your formal training consultations! Next, it's time to make the most of your client success and marketing support.

Remember, our support doesn’t end when your formal training does. You continue to receive full mentoring and support from your Master Trainers and Client Success team, which you can draw on at any time.

Your Admin Account Platform Training

Preparation:

  • Ensure you have been able to successfully log into your Master Administration Account/s and it may be helpful to bookmark/favourite this webpage for easy access.
  • Be prepared to share your screen and perform all the actions yourself. We find it is always more valuable to have you doing the action as opposed to watching us take you through them.
  • Come prepared to ask questions!

Covered In This Session:

  • This 1-hour deep dive into your Master Administration Account covers all the functionalities and capabilities of your assessments account.
  • We’ll cover purchasing assessment credits, administering assessments, accessing results, email template personalization, Group Reporting, and the AI Coach.

Post-Session:

  • Continue to familiarize yourself with your Master Administration Account and become comfortable navigating around in and using your account.
  • We encourage you to take a hands-on approach to administering and managing your assessments, Generating Group Reports, and utilizing the AI Coach tool to support you in the use of our assessments.

As always, our team is always here to support if you need assistance and we will continue to oversee your account from our end to ensure an exceptional client experience.

Your Marketing Consultation

Preparation:

Covered In This Session:

Your Marketing Consultation includes: 

  • Discussing your business plans and how we can best support you
  • Guidelines for promoting and using the assessments within your work.
  • Sharing pricing or program structure examples or advice.
  • Discussion around website copy and brochures.

Post-Session:

  • Download brochure templates from your Marketing Support Resources and add your own logo and contact information. 
  • Share link to website with your Marketing Consultant for website copy support.
Next, access your training materials.
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