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Hiring and Development with TriMetrix
Deeper Dive Training Class Resource
These resources are for you, the HUB International Leader. Use these tools and resources to confidently debrief and use the TriMetrix assessment in all of your hiring, development, and retention programs.
Jump To: Two Essential Hiring with TriMetrix Resources
Jump To: The TriMetrix 'Job Fit Fix' Car Analogy
Jump To: Four Step Hiring Process
Jump To: Class Videos and Group Work Created During Class
Jump To: Recommended TriMetrix-Training-Related Links, Books and Podcasts
Jump To: Employee Lifecyle: TriMetrix Development Resources (Essential Tools for Development and Debriefing)
Jump To: FREE Hiring with TriMetrix Basic Training Videos and More (takes you to a new page) Basic Training for Any HUB Leader New to TriMetrix
Two Essential Hiring with TriMetrix Training Class Downloads
Always Follow and Apply Two TriMetrix Principles
1. Focus on Fit by looking for matches and potential gaps in ALL five areas as shared in our car analogy, below.
2.Apply TriMetrix Results (the inside-out view) as less than 30%. The rest (70%) will be focusing on everything else in your Hiring System, including 'Roads Traveled/Future Plans' and 'Where They Will Park.'
Follow the Hiring With TriMetrix in Four Steps Process
#1 TriMetrix Hiring Process: Send Candidate Assessment Email
- Use the Sample Email Message in the Summary Document: Hiring Process Timesaver Summary Document
#2 TriMetrix Hiring Process: Create a Position Benchmark
- Select the Superior Performance Attributes for the Position: Hiring Process CHECKLIST and S.P.A. WORKSHEET and NEW (2024) Updated S.P.A. Hiring Template Process Booklet
- Optional* Reference Resource: 250 TriMetrix Position Benchmarks Note from Suzie: Use this resource to check your assumptions, but stay focused on what YOUR job needs in your department at this time.
#3 TriMetrix Hiring Process: Compare Candidate to Benchmark
- Compare the Candidate's Results to the position's Superior Performance Attributes: DEBRIEF WORKSHEET
- MEMORY JOGGER CARDS FOR EACH TRIMETRIX GRAPH:
UNDER THE HOOD: Dimensional Balance Page Graph Memory Jogger Card
GAS IN TANK: Motivators / Values Memory Jogger Card
HOW WE DRIVE AROUND - DISC DEBRIEFING Memory Jogger Card
HOW WE DRIVE AROUND - DISC - COACHING Memory Jogger Card
#4 TriMetrix Hiring Process: Interview and Next Steps
- TriMetrix INTERVIEW QUESTIONS
- Under the Hood Graph: INTERVIEW QUESTIONS
- PRODUCER SPECIFIC: Hiring Template Debrief Worksheet and Sample TriMetrix Interview Questions
- Recommended Process for Reviewing the Results with Internal Decision Makers: How to Facilitate a Great Discussion About Each Candidate's Results
PPD EXTRA - INTERVIEW PROCESS FORMS:
- Interview and Evaluation and Selection Roll-Up
- Assign Interview Team Focus Areas
- Interview Questions Planning Document
- Interviewer Notes on Each Candidate Worksheet
- Checklist Get the Interview Team R.E.A.DY.
Recommended Development Links, Books and Podcasts
- The Top Thirteen Hiring Mistakes Booklet and Take The Quiz
- Risk Reward and Research: The Top Three Mistakes: eBook and Podcast
- Book: How to Hire Superior Performers: 70 Best Practices and Strategies for Hiring Managers
- Wake Up Eager Workforce Podcasts - Hiring Related Episodes
- Learning Bite Development Resources for the Hiring Attributes - Style, Motivators, Personal Skills
- COMPARE THREE SCIENCES PROFILE TO OTHER ASSESSMENTS: Comparison Graph Image
- HBO DOCUMENTARY ARTICLE ABOUT MYERS BRIGGS Persona - The Dark Truth - Our Response
Review TriMetrix-Related Podcasts:
Use Candidate TriMetrix Data Throughout the Employee Lifecycle: In Onboarding, Coaching and Team Building With TriMetrix
Essential TriMetrix Coaching Report and Development Resources:
- Everything you need for Coaching with TriMetrix: Coaching Onboarding Process Timesaver
- Everything you need for Teambuilding with TriMetrix: Teambuilding Process Timesaver
- Share This Link When Sending a Coaching Report to Someone - Includes a debrief video and self-paced dev resources: Strength Revealer Self- Paced Development Video and Resources
- TriMetrix University - '100+ Development Learning Bites' Coaching and Development Worksheets, Videos and Audio
Essential Debrief Resources: Memory Jogger Cards and Core Skill Definitions
- Dimensional Balance Page Graph Memory Jogger Card
- Motivators / Values Memory Jogger Card
- DISC Memory Jogger Card for Debriefing
- DISC Memory Jogger Card for Coaching
- Definitions of the Core Personal Skills listed on the last page of some assessments versions.
Onboarding Development Resources
Use our step-by-step, proven Onboarding Agenda Meeting process, with the streamlined TriMetrix Coaching Report, to connect with and keep every New Hire involved, enthused, and productive in their first ninety days -- the crucial period when all new hires decide if they will stay or go!
New Hire Onboarding Program with TriMetrix
1. Download the Word Version
2. Download the Visual Workbook Version
3. Send the New Hire Email (below)
This program:
- Reveals new hire insights
- Facilitates conversations around working styles
- Generates commitment to the company
- Is user-friendly and straightforward
New Hire, Coaching and Team Building Email When Sending an Assessment - EDIT for Each Situation Use this email to send each employee their Coaching Report, and these two pre-meeting tools. This will increase their interest and understanding of the assessment, and decrease any resistance and concern.
========SAMPLE EMAIL FOR NEW HIRE===================
Welcome to HUB International, EMPLOYEE NAME. As a part of our onboarding process, I have attached a copy of your Assessment results, and I've shared tools below to help you understand and use your results.
I will be scheduling three onboarding meetings with you where we can use the Assessment to review your strengths, and I can learn how to best support you in our work together.
ONBOARDING MEETING PREWORK:
- Read these Guidelines for Reviewing Your Results.
- Watch the Debrief Video: Understanding Your Assessment.
I look forward to meeting with you to discuss this when we meet on _______. Let me know if you have any questions.
=========
Dive Deeper:
Episode #44 Getting New Hires to Stay: Reduce Turnover & Increase Motivation in the Workplace
Episode #45 More Getting New Hires to Stay with HR Executive Judy Simmons, PHR
Team Building Development Resources
Motivators and DISC Team Building Workshop:
- PPT: Master Team Meeting and Team Building Program with facilitation notes (You will need to edit the PPT for time. Call me if you want to talk through the best way to customize this for your workshop.) I start with, and place a strong focus on, Motivators – as this reveals their WHY, What puts "gas in their tank." Motivators while not easily visible, drive behavior.
Here are eight additional DISC workshop exercises. - Talent Tracker - Take Home Team Summary: Download and fill out the Talent Tracker
"Gas In Tank" About Motivators (P.I.A.V.) - One Page Job Rewards Summary Image and
Coaching Workbook for Each Top Interest
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AESTHETIC |
ALTRUISTIC |
Motivators: Gifts Each Top Interest Would Enjoy
 Theoretical and Economic |
 Individualistic and Altruistic |
 Traditional and Aesthetic |
"HOW WE DRIVE" DISC Communication Style Resources:
- Hi Low DISC Style Behavioral Tendencies & Intensity
- Facilitator Strategies for DISC Styles in the Classroom
- Specific Email Tips for Each Style Use DISC Styles to Create Better Emails
- DISC Humor - Funny!
Class Videos and Exercises
Most Recent - February 2025 Great Plains Training Group
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VIDEOS |
CLASS EXERCISE |
ARCHIVE - June 2024 Canada West Training Group
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VIDEOS |
CLASS EXERCISE Personal Insurance Advisor - Practice Hiring Template |
ARCHIVE - April/May 2024 Midwest East Training Group
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VIDEOS |
CLASS EXERCISE |
ARCHIVE - March/April 2024 Canada West CSO Training Group
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VIDEOS |
CLASS EXERCISE |
ARCHIVE - June 2023 TOS Training Group
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VIDEOS |
CLASS EXERCISES |
ARCHIVE - April 2023 TOS Training Group
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VIDEOS |
CLASS EXERCISE: |
LET'S TALK:
Contact us to schedule a Complimentary Consulting Call
or to ask questions about any of our Hiring,
Coaching, Training and Assessment services.
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