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Predictive Index · Self-assessment

The PI Value Checklist

Are you getting the most out of your PI investment? 34 checks. Under 10 minutes. No sugar-coating.

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Shelfware riskPartial valueOptimizing
Shelfware risk

Most organizations use a fraction of what PI can do. Certification gets you started, but it isn't an implementation plan. Tick only what is true today. Every empty box is ROI you've already paid for and aren't collecting.

◆ Partner-delivered: something your PI partner should be driving, not something you should have to work out alone.

The three phases

Phases score out of 18

Focus areas

Where PI value compounds, or stalls · out of 16
0/34

Shelfware risk

Get your full breakdown

  • Your score by phase and focus area
  • Your three biggest gaps, ranked
  • The free resource that closes each one
  • The printable PDF checklist, sent to your inbox

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Benchmarks on this checklist (1 PI Champion per 50 employees, 85% monthly active users, 80% of Champions certified) reflect Talent Optimizers' implementation standards, not Predictive Index product requirements. Obi details reflect PI documentation at time of publication and may change. Talent Optimizers is a certified Predictive Index partner supporting 60+ clients worldwide.

Certification isn't implementation

Plenty of organizations get certified, run the assessments and assume the job is done. Then renewal comes around and nobody can say what PI changed. The checklist shows you exactly where the value is leaking.
34

checks across three phases

5

minutes to score yourself

3

score bands: Shelfware, Partial value, Optimizing

Three phases. One honest score.

Tick every check you can honestly say yes to, then add them up.

Foundation

Objectives, executive ownership, trained leaders and Champions, platform configuration and assessments.

Activation

Job targets, hiring, onboarding, manager 1:1s, PDPs, reviews, system integration and a Day-60 review.

Optimization

Adoption measurement, outcomes and ROI reporting, a regular cadence and a growing Champion network.

Option 2 · Printable PDF

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