Talent Optimization
QBR
A Quarterly Business Review or QBR, is a great way to maintain client engagement. This way, if you weren’t able to try out those engagement ideas before, now’s your chance. This is something we encourage all partners do with their clients. Both client and partner can assess how the client is doing and look at…
Client Success Story
Still don’t believe us about the power of Hero Points and Domo? Check out this success story of how we anticipated needs based on data. Video length: 2 minutes Additional engagement ideas Looking for additional ways to engage your clients. Use the tips and tricks below. Not sure what PI tools come with which modules?…
Hero Point Actions
We bucket these into four different ranges as shown here. In our previous example, which group would that client belong to? If you said the green heart group, you’d be correct since they had a dollar per hero point value of 4.22. The reason we keep these different categories is because of the difference in…
Adapters at work
Is your Reference Profile an Adapter—or do you work with someone who is? This course will cover everything you need to know about who an Adapter is, how they work on a team, and how they lead. Start by checking out this intro video to understand Adapters at a high level. “As an adapter, I…
Hero Points
Driving value can be tough if you don’t have insight into what your clients are doing. That’s why we created Hero Points! Hero Points are a driving source for understanding your client usage and value from the PI solution. They measure the overall health of a client. Why do Hero Points matter? How do Hero…
Introduction to onboarding your client
Video Length: 1 Minute Becoming a partner and onboarding a client can be a challenging process but it isn’t impossible! We want to make sure that you have the resources you need to be successful–and ensure your client is too. That’s why this series will cover the essential steps and documents available. As Vickiana mentioned,…
The Kick-off call
As mentioned, onboarding can be a crucial time for you to build relationships with your client. The initial kick-off call is a great way to prove you’re the consultant they need. The kick-off call will consist of the following topics: Talent optimization overview Implementation plan and timeline Workshops Tools and resources Next steps To be…
Client implementation
Creating a detailed implementation plan is key to the success of long term relationships with a client. The goal of the Implementation & Roll Out phase is to ensure that the stakeholders are enabled to implement PI across the job functions and departments covered under their client agreement. This lesson will cover the major steps…
Implementation resources
There is a vast amount of resources available at your client’s fingertips to help them get started. However, two of the main ones we recommend will benefit those who might not know anything about PI or those who know the tools but need help getting started: Who is PI? The video to the right is…
Individualists at work
Is your Reference Profile an Individualist—or do you work with someone who is? This course will cover everything you need to know about who an Individualist is, how they work on a team, and how they lead. Start by checking out this intro video to understand Individualists at a high level. “The ‘catch phrase’ of…
Scholars at work
Curious to know what your Reference Profile means about you? This course will cover everything you need to know about who a Scholar is, how they work on a team, and how they lead. Start by checking out this intro video to understand Scholars at a high level. “As one might imagine, Scholars like to…
Analyzers at work
Is your Reference Profile an Analyzer—or do you work with someone who is? This course will cover everything you need to know about who an Analyzer is, how they work on a team, and how they lead. Start by checking out this intro video to understand Analyzers at a high level. “Analyzers have the natural…