The Predictive Index: Understanding

your Behavior and Improving

Employee Engagement

Jenny Ketchepaw
Vice President, Training and Programs
Citizens Business Bank
Agenda 1

• Understanding PI

• PI Reports

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PI and Leadership 3

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What is the Behavioral Assessment 4

• A behavioral instrument that helps us understand

how someone responds to their environment and the
people in it

• Predicts aspects of job performance independent

from knowledge, skills or abilities

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Predictive Index Stats 5

• More than 2.5 million PI Behavioral Assessments

administered annually
• Established 1955
• Over 500 validity studies that confirm the
instrument’s reliability and validity
• Ongoing research and testing
• 20 percent of small and medium sized businesses
on Glassdoor's 2019 Best Places to Work list use PI

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Effecting Positive Change Through PI 6

“Talents are innate and are the building blocks of great

performance. Knowledge, Skill, Experience develop our
Talents.”
Gallup Research

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 First, Break All the Rules. 7

80,000 Top Leaders Interviewed Worldwide 1:1, Over 25 Years Discovered:

• Great Managers do not:
• Believe that with enough time, training and leadership “magic”, anyone can do
anything they are assigned to do
• Try to help people overcome weaknesses

• Great Managers do:

• Select people for talent, not simply knowledge, skills and experience.

• Talent as defined by the Gallup Research is:

• Not genius, rather recurring patterns of successful behaviors that can be
productively applied.

• Gallup research concluded that:

• Talent is more important than experience, intelligence or willpower
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 Applications of PI Data 8

CHANGE MANAGEMENT
• Recruitment & Selection
• Communication

STRATEGIC
ORGANIZATIONAL LEADERSHIP DEVELOPMENT
DEVELOPMENT • Retention
• Executive Development • Coaching
• Conflict Resolution • Succession Planning
• Job Analysis
• Employee Engagement

TALENT MANAGEMENT
• Team Effectiveness
• Performance Management
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How does The Behavioral Assessment Work? 9

• PI is a Stimulus Response Instrument

• Using a Free Choice Checklist methodology

• There are 172 words associated with specific behaviors

• Human Behavior is the Product of Response to stimuli

• EEOC and ADA Compliant

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PI: What Does it Measure? 10

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Your PI Report 11

• Read through your Behavioral Report

• Highlight the areas that stand out to you

• Make notes

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Your PI Report: 12

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Snapshot 13

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Personal Development Report 15

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Manager Development Report 16

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Management Strategy Guide 17

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Management Strategy Guide 18

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Self: Basic motivations and needs

Self-Concept: How you think you need

to adapt in response to environment

Synthesis: Combination of Self and Self-

Concept

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 Lower than Average Higher than Average
Extremely Very Moderately Moderately Very Extremely
20

3 2 1 1 2 3
B

Natural
Extraversion A
Dominance
C D
Patience Formality/Details
Changing

M Factor
E Factor Average is 77
Left =
Observed

Intuitive
Right =
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 Factor M: Awareness of Surroundings 21

Focus Adapt

2.5% 13.5% 34% 34% 13.5% 2.5%

Average
Very M 77 Very
Extreme Focused Normal Adaptable Extreme
< 27 M = 52 ………...…… M = 102 > 127
1 Sigma: 68%

Synthesis M Below 27 2 Sigmas: 95% Synthesis M Above 127

Very Uncommon, < 2.5% of any Very Uncommon, < 2.5% of any
population population
• Not to be judged as not possible, •Not to be judged as not possible, just
just so uncommon as to raise your so uncommon as to raise your
awareness to condition of the Survey awareness to condition of the Survey
TakerCitizens Business Bank Taker
 Factor E: Judgment & Decisions 22

The extent to whether an individual tends to be

more Subjective or Objective at the point of Judgement & Decision Making
Low High

3 2 1 1 2 3

E E E E E E

Extremely Very Moderately Moderately Very Extremely

<3% 13% 34% 34% 13% <3%

Intuitive Logical
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 Natural Behavior
23

Summary of
Predictive
Index Results

1
2

3
4
5
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Relationship Report 24

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Group Analytics 25

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Group: Communication 26

• Team Work Reports

• Overall
• Communication
• Taking Action
• Decision-Making

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PI Behavioral Assessment
Stable over time

The whole person shows up

at work
Resume and Interviews
Change over time

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Why do People Behave as they Do? 28

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PLAN RESULTS
29

• What will it take to "People are not your • How can I ensure the
bring our plan to most important right people:
fruition? asset. The right • Stay on board
people are." …Jim • Feel engaged
• What are the Collins • Are productive
people
• Do I have the right
requirements? people in the right
jobs?

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Your PI Report: Groups 30

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• Coaching
• Strengths
• Engagement
• Performance
• Retain high performers
• Develop people
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Leadership Development 32

• Help me understand what is working well and what challenges you are
facing?

• Create a level of ownership and accountability

• Know yourself, know your people

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 Summary 33

The Predictive Index • Valid, reliable, researched

• Long history
• One of many different components of a whole person

Why Do People Behave as They Do? • Drives, needs and behaviors

• Me at Work: What energizes me?

Four Primary Factors • A Dominance

• B Extraversion
• C Patience
• D Formality
How Does PI Measure and Create a • Stimulus - response
Pattern? • Proprietary algorithms from number of word selections to
patterns
Reading a Pattern • Midpoint
• Degree of impact (moderate, very, extremely)
• Highest, lowest, closest to midpoint, farthest apart, closest
together
• Spread: Sigma separation of 2 Factors

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Final Thoughts on PI? 34

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Summary 35

• Understanding PI

• PI Reports

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