Implementation by product
Your Predictive Index implementation
Your Predictive Index implementation
Implementation by product
Post-implementation best practices
Perform implementation
PI Perform integrates behavioral data into day-to-day workflows to help managers personalize their management style to each direct report. It provides the tools to apply those insights and leadership best practices through 1:1s, group meetings, continuous feedback, and employee recognition.
Setting up Perform is about more than just the software—it’s about getting your organization to use it to improve how teams communicate, collaborate, and achieve results together. Below are some steps to help you get up and running with the features that are specific to Perform to ensure fast adoption, aligned teams, and sustained engagement.
Technical set-up
1
Determine your preferred method of inviting new users:
2
Connect Perform to your HRIS.
3
Make sure your email domains are set up correctly
If your organization has email domains that are in addition to your company name, be sure the Override allowable organization domains option is turned on.
Implementation timeline
Sample email: Introducing Perform to your organization
[Introduction],
I’m reaching out with an exciting update. We’re rolling out and implementing PI Perform, a performance management tool that will help us drive more effective 1:1s across the company. Perform will allow us to capture meeting notes and action items, enhance how we provide feedback to each other, and allow for more effective goal setting and cross functional collaboration.
Be on the lookout for an invite to join the software. In the meantime, I’ve included a link to the Perform Accelerator course, a 60 minute lunch and learn to familiarize yourself with the tool and ask questions.
[Signature]
Continue to support and encourage adoption
As with all features and guides available, the more people in your organization that understand how Perform works, its benefits, and how it will be used, the more comfortable they will be and the more they will participate.
- Share quick nudges to encourage feedback, recognition, and meeting management.
- Keep exploring Analytics to monitor usage and trends.
- Encourage managers to revisit Relationship Guides or Management Tips from Inspire.
- And don’t forget: Your PI Consultant is here to support you every step of the way — from strategy to troubleshooting.