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Benefits of using psychometric testing in your team


We recently paid for the team at Optix to be profiled using a psychometric testing system called ‘Insights’. After collating the results and sharing, we then took them on a half day with a trained Insights professional and motivational coach Jack Russell. To say we’re all buzzing about it would be an understatement.

Why did we do it?

We all communicate and like to be communicated with in different ways. Our preference will be based on something born in us as well as key points in our upbringing. Often the challenges seen in team environments comes down to a lack of understanding of this. So often people will assume a lack of respect/disliking when someone is different to them. Often its no more than a misunderstanding or a clash of personalities.

How does Insights work?

The system is based on a coloured wheel. Starting with Fiery Red in the top right, you move to Sunshine Yellow in the bottom right, Earth Green in the bottom left and Cool Blue in the top left. There are various shades and mixtures of the colours as you go round but for ease lets just talk about these four energies. Those in the right hand quadrants are considered extroverts (red and yellow) while those in the left are more introverted (green and blue). Those in the top are more task focused (Red and Blue) while those in the bottom are more people focused (Yellow and Green). If you fall into the Red category you’re likely to be driven, dominant perhaps demanding and sometimes difficult – when speaking to these guys you better know what you’re talking about, don’t give them any fluff, just get on with it. They hate wasting time. The Yellows, as their colour would suggest are bright and bubbly. They are probably the ones standing in the middle of the room chatting or inspiring others. You want to be spending time getting to know these guys and involving them in the big ideas. Greens are calm and helpful. They are driven by strong belief systems and you don’t want to mess with that. Be slow and steady in your communication, don’t rush them. Finally blues are detailed and very task focused. An eye for getting things done exactly and in a precise manner is what drives them. When communicating with them ensure you are precise and have all the facts. 

Why is this important?

We were asked to do an exercise in our groups which involved organising our perfect night out (I’m a sunshine yellow by the way…YAY…according to my colleagues that can also mean ‘annoyingly cringey’ but hey I’m ok with that 😉 The yellows went off bullet pointing a night with laughter, friends, frolicking and drinking, all of which takes place in multiple locations through the evening. The blues went about precisely describing a night out somewhere they have been before (so they knew the consistency) and a pre-booked taxi home. Red and Green were similar distances apart. This was an eye opener for me. Consider this in a work scenario; put these people in an office or team without an understanding of what makes each other tick and its bound to fall over occasionally.

Key Take Aways

Its all well and good understanding Insights, its what you do with it that makes it worthwhile. My immediate takeaways are as follows:

1). You are a mixture of colours. You can’t just pigeon hole someone. This is key when considering the person you’re communicating with because….

2). Its your responsibility to change your communication style to that of your colleagues, not theirs to adapt to yours (although clearly if they do there is perfect harmony!)

3). Working in teams involves skills from all the colours – are you playing to the strengths of those individuals or making them do something they are naturally not good at or where they expend an awful lot of energy doing their best to perform.

I’d highly recommend using the insights profiling in your business – it will change the way you view your colleagues and give you an edge with your communications that lead to a better environment and culture. I’ve not even touched the sides with how it can help your comms with clients – what would that mean to you to have better relationships with them? 

Have you used profiling in your business? How has it changed the way you do things?

photo courtesy of Steve Corey

Meeting Etiquette

Meeting Etiquette

We have a few hard and fast rules at Optix for our meetings. I thought I’d share these in case you can glean something from them. I can’t take full credit for these. I reworked some that I saw at one of our lovely clients – Trinity Fire and Security.

Optix Meeting Rules

First rule of meeting club – do you really need a meeting? They are expensive use of our most important resource – You!

1). Only invite people that REALLY need to be there.

2). Set up and send out an agenda/up front contract in advance so people know what they are being asked to do.

3). Just because Outlook says an hour in the calendar do you really need an hour? If you can do it in ten mins standing up, do so.

4). When you enter the meeting, read out your agenda/ufc so everyone is clear on why they are there and how long you’ll be

5). Be on time

6). Turn your devices onto silent – don’t look at your phone in the meeting unless there is an emergency in which case let the room know

7). Respect others – don’t speak too much, not enough or even worse, over the top of others

8). Take your own action points yourself – these are now your responsibility

9). If you’re getting nothing from the meeting – let the organiser know

10). Don’t feel bad about calling people out on the points above – they are here for a reason

11). Review all actions at the end of the meeting – circle the room and everyone who has an action tell everyone else


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