Turn PI insights into performance and leadership impact, every day.

Perform Essentials brings the powerful behavioral insights from Hire and Inspire and puts it directly into the hands of your managers. While those systems provide valuable data, Perform Essentials makes it actionable—helping managers personalize their leadership approach, improve 1:1s, conduct more effective team meetings, and deliver continuous feedback.

It bridges the gap between strategic insights and real-world application, ensuring managers can not only hire top performers but also coach, develop, and engage them for better team performance. Perform Essentials brings science-backed tools to managers’ everyday work, driving ongoing growth and results.

Perform Essentials takes PI data and incorporates it into your every day work flow—turning behavioral insights into real-time management action. With Perform Essentials, managers get personalized, science-backed insights to lead more effectively in their day-to-day work. It brings PI data into 1:1 workspaces, group meetings, continuous feedback, and recognition, ensuring managers can coach, develop, and engage their teams with confidence. With features like Conversation Tips and Suggested Topics in Perform Essentials, we’ve made PI data even more approachable and applicable in everyday conversations.

• Slack
  • Create action items from slack – with quick shorthand, users can create action items from conversations and channels and push to Perform
  • Share kudos – publicly shout out team members through Perform kudos and push to slack
  • Notifications – get notified about action item assignments, due date, comments and upcoming meetings
• Asana
  • Copy Action Items and Discussions to Asana
  • Copy items to Perform from Asana
  • Surface Asana items for Perform agendas
• Teams
  • Notifications – upcoming meetings, past due items, actions items, discussions and feedback
  • Share kudos – publicly shout out team members through Perform kudos and push to Slack
  • Complete items – mark items as completed directly from Teams
• Zoom
  • Agenda guidance – guide the meeting guests through the agenda without leaving Zoom
  • Actions items – document decisions and action items for built in alignment and accountability
  • Meeting summary – automatically send guests a meeting summary so they can move on to their next meeting or task knowing they can reference meeting notes with no effort

No formal training required! While no official training is needed, we encourage you to work with a PI Consultant to understand the basics—such as Reference Profiles, interpreting Behavioral Assessment insights, and applying behavioral data effectively through the Hire and Inspire modules, prior to implementing Perform Essentials. This simply allows you to fully understand the day to day value of behavioral insights Perform Essentials can bring you. We also have support along the way to ensure you feel confident and comfortable using the new product.

A dedicated PI consultant can help you roll out Perform Essentials through our Co-Service program. Your consultant will conduct an onboarding call with you to help set up your account and discuss an implementation and rollout strategy. With an agreed upon plan in place, your consultant will also provide you with resources for webinars, continuing education, and 30-60-90 day milestones to strive for that correlate with successful adoption.

• How does Perform help teams run more effective 1:1s and meetings?
  • Supercharge 1:1 and group meetings with collaborative workspaces, meeting agendas, and automated meeting summaries.
  • With dedicated workspaces for each meeting, individuals can collaborate on discussion topics, share notes and files, and track action items coming out of meetings. Use workspaces to build agendas async, so each meeting is purpose-driven.
  • Use Perform’s guided in-meeting experience, Meeting Mode, to keep everyone centered on the same discussion topic, document notes and decisions in real-time, and record action items with clear owners and deadlines. After the meeting is done, Perform sends out automated meeting summaries to all participants, ensuring everyone is aligned on the meeting’s outcomes and next steps.
• How can we ensure consistent usage across the team?
  • Create workspaces for every meeting (1:1s and group meetings)
  • Integrations
    • Sync calendars so everything can be managed through Perform
    • Sync chat tool like Slack, Teams so you can create topics, action items, etc. directly from there, as well as get notifications/reminders about upcoming meetings, to add topics, to complete action items, etc.
  • Set up agendas for every meeting
    • Individuals should add topics with owners, notes, attachments, etc.
  • Use the dedicated workspace and Meeting Mode for each meeting
    • Complete discussion topics
    • Take notes
    • Capture action items
  • Complete action items
  • Encourage new users to attend our Perform Accelerator course