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2023 TriMetrix Training Class Materials

Priceless Resources for HUB International

These resources are for you, the HUB International Leader. Use these tools and resources to confidently debrief and use the TriMetrix assessment in your hiring, development, and retention programs.

Two Primary Resources:

WORKSHOP POWERPOINT:
Virtual Note Taking Slides Full PowerPoint

Jump To: Class Videos and Group Work Created During Class

Jump To: Coaching and Development Resources

Basic Training For Your Team Members Who Are New to TriMetrix:
FREE Hiring with TriMetrix Basic Training Videos and More

Class Exercises and Related TriMetrix Tools:

TriMetrix Hiring Process
Send Candidate Assessment Email

Use the Sample Email Message in the Summary Document

Hiring Process Timesaver
Summary Document

TriMetrix Hiring Process
Create a Position Benchmark

Select the Superior Performance Attributes for the Position:

Hiring Process CHECKLIST and S.P.A. WORKSHEET

Optional* Reference Resource:

250 TriMetrix Position Benchmarks

*Use this resources to check your assumptions,
but stay focused on what YOUR job needs
in your department at this time. Suzie.

TriMetrix Hiring Process
Compare Candidate to Benchmark

Compare the Candidate's Results to the position's Superior Performance Attributes:

DEBRIEF WORKSHEET

TriMetrix Hiring Process
Plan Next Steps

TriMetrix INTERVIEW
QUESTIONS

Dimensional Balance Graph
INTERVIEW QUESTIONS

Producer Role
INTERVIEW QUESTIONS

Recommended Process for Reviewing the Results with Internal Decision Makers:

How to Facilitate a Great Discussion About Each Candidate's Results

Consider all five areas when reviewing fit for a position. Use this model to determine areas of strength and potential development.

The Profile is Tri-Modal. It measures three views with three different sciences. Assessments should be considered as less than 30% of any management decision.

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 Skills listed on the past page of the assessment

Two Essential TriMetrix Coaching Report
and Development Resources:

1) Share This Link When Sending a Coaching Report to Someone:

Strength Revealer Self- Paced Development Video and Resources

2) TriMetrix University - '100+ Development Learning Bites'

Coaching and Development Worksheets, Videos and Audio

SUPPLEMENTAL RESOURCES

General Assessment Information for Interviewers and Hiring Managers:

COMPARE THREE SCIENCES PROFILE TO OTHER ASSESSMENTS: Comparison Graph Image
INTERVIEWER MISTAKES QUIZ: Take the Top Thirteen Hiring Manager Interview Mistakes Quiz
INTERVIEWER BOOK: Free Book Download: How to Hire Superior Performers: 70 Best Practices
HBO DOCUMENTARY ARTICLE ABOUT MYERS BRIGGS Persona - The Dark Truth - Our Response
PODCAST: Learn more about TriMetrix Listen to the Wake Up Eager Workforce Podcast

Team Building Development Resources

Motivators and DISC Team Building Workshop:

PPT: Master Team Meeting and Team Building Program with facilitation notes

Notes about this PPT: 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.
Wheels - Results Summary Images of the Team: Video - How to Create Team DISC and Motivator Wheels for Training and Development ( VIDEO PASSWORD: hub)
OR Download PDF How to Create Wheels Steps
Talent Tracker - Take Home Team Summary: Download and fill out the Talent Tracker

More Understanding About Motivators (P.I.A.V.)

One Page Job Rewards Summary Image and Coaching Workbook for Each Top Interest:

THEORETICAL Knowledge One Page - Job Rewards Workbook	ECONOMIC Results & Business One Page - Job Rewards Workbook	INDIVIDUALISTIC POLITICAL Power Player One Page - Job Rewards Workbook
AESTHETIC Balance and Harmony One Page - Job Rewards Workbook	ALTRUISTIC Service Focused One Page - Job Rewards Workbook	REGULATORY Process and Order One Page - Job Rewards Workbook

Motivators: Gifts Each Top Interest Would Enjoy

Theoretical and Economic
Download Image

Individualistic and Altruistic
Download Image

Traditional and Aesthetic
Download Image

"HOW WE DRIVE" DISC Communication Style Resources:

Class Videos and Exercises

June 2023 TOS Training Group

6-13-23 - CLASS EXERCISE: Personal Lines Sales Producer SPA Worksheet
6-13-23 - CLASS EXERCISE: Personal Lines Sales Producer SPA Benchmark Summary Doc
6-13-23 - CLASS EXERCISE: Sample Sam Candidate Debrief Worksheet

TOS Class 1 of 4 - June 13, 2023		TOS Class 2 of 4 - June 15, 2023
TOS Class 3 of 4 - June 22, 2023		TOS Class 2 of 4 - June 27, 2023

April 2023 TOS Training Group

4-11-23 CLASS EXERCISE: Team Lead Benchmark (for reference)
4-11-23 CLASS EXERCISE: Candidate Debrief Worksheet

TOS Class 1 of 4 - April 11, 2023	TOS Class 2 of 4 - April 13, 2023
TOS Class 3 of 4 - April 18, 2023	TOS Class 4 of 4 - April 20, 2023
TOS Add-On Class - May 2, 2023

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or to ask questions about any of our Hiring,
Coaching, Training and Assessment services.

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