How to Write an "Owner's Manual" for Workplace Collaboration with the Predictive Index

Why Use the Predictive Index for an Owner's Manual?

The Predictive Index offers powerful insights into behavioral drives such as Dominance, Extraversion, Patience, and Formality. These drives provide a clear view of a person’s workplace tendencies, such as how they communicate, approach tasks, and interact with others. Integrating PI insights into an Owner's Manual creates a structured, clear framework to understand individual work styles and anticipate needs.

How to Create an Owner’s Manual Using Predictive Index Insights

1. Start with the Basics: Include the person’s name, role, and primary responsibilities.
2. Outline Key PI Insights: Identify the person’s primary PI behavioral drives and include a short description of each. These insights will serve as a foundational understanding of their work preferences.
3. Define Preferred Communication Style: Detail how this person prefers to give and receive information. Are they direct and brief, or do they appreciate more detailed discussions?
4. Clarify Working Environment Needs: Based on their PI results, specify if they prefer a structured, predictable environment or thrive in fast-paced, change-oriented settings.
5. Identify Strengths and Challenges: List strengths that align with their PI behavioral traits and highlight potential challenges or stress points. This helps colleagues understand how to best support them.
6. Provide Tips for Collaboration: Give actionable tips for collaborating effectively with this person based on their PI profile. These can include how to approach feedback, how to delegate tasks to them, and ways to resolve conflicts constructively.
7. Include Motivators and Demotivators: Based on the PI results, highlight what keeps them engaged and motivated and what might lead to disengagement or frustration.
8. Add Personal Preferences: Consider including personal touches, such as the person’s favorite communication tool or preferred work hours if it fits the team culture.

Template for Creating an Owner’s Manual

Use the template below to create a concise yet insightful Owner’s Manual for each team member. Tailor each section based on their Predictive Index profile and personal preferences.

Using the Owner’s Manual in Practice