Develop Checklist for Managers
Updated
by
Amy Thomas
Welcome to Develop by Criteria! Here's how to introduce Develop to your team.
Week 1
To Do List
Take the TEAMscan Time required: 5 minutes | Open your email from Develop by Criteria inviting you to complete the TEAMscan. If you did not receive this email, contact your organization's Develop admin. For more information on completing this survey, click here. |
Expectations: What Next?
- Log in to Develop and view the percentage of people on your team who have completed the TEAMscan.
- Remind individual team members to take the TEAMscan.
- Tip: Set aside 15 minutes in a live meeting and take it as a team.
- View your team’s results and chat with Coach Bo about them.
- Discuss the results with your team.
- Plan on 45-60 minutes.
- Decide on one skill to practice for the next 30 days as a group.
- Tip: While viewing your team’s TEAMscan, click on Coach Bo on the bottom right, pick one of the 3 options, then chat with Bo about it
- If you’re not sure, click on the Help me build an action plan based on this team’s results option.
Idea: Ask Bo to “Give us a fun, creative, engaging 30-day challenge to build teamwork.” Tell Bo what you like and don’t like about its responses to refine your plan.
Week 2
To Do List
Take your personality assessment (EPP) Time required: 10 minutes | If you did not receive the email inviting you to complete the personality assessment, contact your organization's Develop admin. You can also find the assessment in the To Do section on your Develop home page. For more information on completing this assessment, click here. |
Ensure everyone on your team takes these assessments. | You can check which team members have completed by going to the Team Personality tab in your Team Profile and clicking X of X members completed. |
Expectations: What Next?
- Get advice on managing individuals
- After your team members have taken their assessments, log in to Develop and look at the profile of a specific direct report to view their Manager Guide.
- Find a person using the search at the top right or from your Team Profile page.
- Within the person’s profile, click Manager Guide tab.
- Discuss this individual with Coach Bo.
- While viewing the Manager Guide, launch the Coach Bo chat on the bottom right.
- Select one of the options, e.g. “Give feedback to the person”, then chat with Coach Bo about some real feedback you’d like to give them and how to best deliver it.
- Design a personality-based challenge
- View your Workplace Insights report: Go to your user profile and click the Workplace Insights tab to view your personality results.
Idea: Ask Coach Bo to help you come up with a 30-day personality-related challenge for yourself or for your team. Chat with Bo about the challenge you want to do and then commit to doing it.
- Get personality-driven team advice
- Pick one team you lead or are on
- Find your team. Go to the Team Personality Report.
- Click on Coach Bo on the bottom right.
- Ask Coach Bo to focus on what an individual brings to the team and pick yourself.
- Try asking this: “Let's focus on me. How do my traits potentially help and also hold back the team? And what can I do about that?”
