- Download the (UPDATED 8/2025) Debrief Worksheet
 - Review and Discussing the Results with Internal Decision-makers Following the Recommended Process: How to Facilitate a Great Discussion About Each Candidate's Results

 - HUB PRODUCER TriMetrix Hiring Attributes Debrief Worksheet and Matching Interview Questions (2025) Hiring the right Producers can make all the difference, and the HUB Producer Hiring Attributes Debrief Worksheet is here to help. It outlines the traits that match your top performers—and when you pair it with the Matching Interview Questions, you'll have a potent edge in finding the right fit faster. If you're hiring or planning to, let me know—I'll be happy to walk you through how to put these tools to work.

Take these steps with you with this one page Hiring with TriMetrix Timesaver reference document.

Step-by-step Instructions
Time to Complete: 30 seconds

1. Login to www.ttiadmin.com
2. If you don't have login information, contact your region's HR Leader or Suzie.
3. Click the Report Management tab, at the top of the page
4. In the dropdown menu, select: Convert One Report to Another 
5. Select the Report – TriMetrix ACI – Management Staff* (or Sales, or Executive), click Continue
   * When in doubt, use the Management Staff version.
6. Go to the search bar,  near the top right corner, to enter in the name(s), then click Continue
7. Approve the conversion charge ($20/report, added to monthly region invoice). The report will be created and found in your Region's link. 
   

Creating a Streamlined Coaching Report**

1. Select Report. Click on the Person’s name.
2. On top right side, click on dropdown box.
3. Select Streamlined Version.
4. Save to your computer.
5. Send the Results using this Sample Email Message.

**The streamlined versions makes the Coaching report more digestible at 45 pages
(compared to the full report at 70+ pages). It works well with debrief video: 
www.pricelessprofessional.com/myassessment

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. 

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:

1. Read these Guidelines for Reviewing Your Results.
2. 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

Resource: Onboarding and Coaching Process Timesaver Document

For New Coaching Programs
- Send each employee their Coaching Report and the links to Coaching Call Pre-Work using this Message Template 

- Include the Motivators and DISC Memory Jogger Cards for refence during coaching
- Motivators Sales Cheat Code Card
- Process: Use this agenda for the First Coaching Call Meeting

For Side-by-Side Report Coaching Programs
A Side-By-Side Report compares assessment results of two people, and can be used in Mentoring, New Leader Assimilation, Conflict Resolution, and Team Building. 
- Create a side-by-side report for two people (video below)
- Process: Use this  Side-By-Side Meeting Agenda
- Resource:  Sample Side-By-Side Report  

For Development Plan Coaching Worksheet

Create a development plan worksheet here.  (Video below.)
- Select: TriMetrix ACI 
- Enter: Name, Company and Position
- Select: Personal Skills, Motivators (PIAV) and Behavior Traits (DISC) you want to learn more about.
- Print: Use this worksheet to track action plans and results.

For Self-Directed Coaching with TriMetrix University

Provide employees access to TriMetrix University which provides 100+ Coaching and Learning Activities in 'Learning Bites'.  Each TriMetrix Attribute 'Learning Bite' Workbook includes:
    - Why That TriMetrix Attribute is Important
    - What Skills are Associated with Each Area
    - Specific Tips for Development 
    - Coaching Activities

'Done for You' Team Building Workshops 

Two TriMetrix 'Growing Self and Other Awareness' General Workshops
1)  Two to four hour workshop with the Streamlined TriMetrix Coaching Report (47 pages) 

2)  One hour workshop with the Short TriMetrix Candidate Talent Report (14 pages) 

Includes: PowerPoint Slides - For the Two to Four Hour Workshop with the Streamlined Coaching Report;  PowerPoint Slides - For the One Hour Workshop w/ Short Candidate Report.  Three class handouts: 2 Memory Jogger Cards: Motivator and DISC and the Creating Effective Emails  exercise/document.  Plus: Optional add-on DISC exercises.

NEW - April 2025 - Motivating Yourself and Your Workforce, What You Wish You Knew

Unlock the key to motivation—yours and your team’s. This high-impact, ready-to-use workshop is designed for fast-paced leaders, trainers, and HR professionals who want practical, actionable insights to drive engagement and performance.

In just two hours, participants will:
✅ Discover what truly drives them with a personal Workplace Motivators Assessment (created from their current TriMetrix assessment)
✅ Gain instant clarity on team dynamics with a customized Team Report
✅ Learn to adapt leadership, sales, and coaching strategies based on motivational insights
✅ Walk away with actionable tools, including interview questions, management tips, and relationship-building strategies

This isn’t just theory — it’s a plug-and-play system with everything you need: customizable PowerPoint, participant handouts, discussion guides, and exclusive online resources.

Give your team the motivation breakthrough they’ve been missing. Let’s make motivation work for you!  

Download the resources:  Step-by-Step Program Agenda/Outline, Fillable Participant Workshop Handout, and Done-For-You PPT Slides.  Contact Suzie with questions.

Building Trust for New and Established Teams 
Two to four hours, depending on number of participants.
Use the Streamlined TriMetrix Coaching Report (47 pages)  
Includes: A detailed agenda and facilitation instructions for each exercise. Additional Notes: This program is focused on using the assessment as well as other non-assessment-related exercises, and could be a good next step AFTER the General 'Growing Self and Other Awareness" Workshops, above. It may be led by the leader of the team or an internal or external facilitator.

One Hour Team Workshop (older, but still solid material)- Sample PPT with Facilitator Notes  (Contact Suzie Price for other resources or facilitation assistance.)

                 Questions?  Contact Suzie - suzie@pricelessprofessional.com

Team Wheels
The Team Wheels provide a single summary image of the entire team at a glance. 

Team Talent Tracker
This talent tacker includes memory jogger details for DISC and Motivators and a summary of each member's style.  Is also shares tips for collaboration, and reminder of top strengths and potential 'over do's'.  Share with the Team Leader or with the entire Team. 

 - Create your Team Talent Tracker

Meeting Tent Cards
Use tent Cards during the team building exercise as a memory jogger of each person's individual strengths and preferences. 

Take a Quick Video Tour of "HUB HR Assist"