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PREPARATION

Schedule one or more sessions to conduct the exercise. If holding it in person, ensure you have a room large enough for everyone to gather, along with breakout rooms for group work. If possible, involve colleagues who can help monitor the groups, ensuring balanced participation (e.g., preventing any one person from dominating the conversation or all the time focusing on one person's profile).

Set up an assessment with the following settings: correct norm, test: EASI Behavior & Motivation, report: Extended Test Taker Report. Send EASI links to participants and set a deadline a few days before the session. Encourage participants to read their report upon completion.

Prepare an introduction that provides an overview of the EASI model. You can use slides from this presentation.

Once the test results are in, divide participants into smaller groups, aiming to mix different primary personality types within each group as much as possible.

Remind participants to bring a printed copy of their report to the session.

Print a checklist for each participant.

IMPLEMENTATION

Start by introducing the EASI model to the full group. Use specific examples to build understanding. Emphasize that behaviors vary and that no personality type is better than another. It’s important to consider the context—such as the person's role in the company, environment, collaborators, leadership style, challenges, self-awareness, etc.

Divide the group into the pre-arranged smaller groups. Ask everyone to bring out their report. Hand out the checklists.

Provide clear guidelines on how much time each participant should spend on their profile. Each person should have an equal opportunity to reflect on and discuss their profile—this balance is key to the exercise's effectiveness. The value also comes from reflecting on and discussing others' behaviors and strengths.

Conclude the exercise with a summarizing follow-up discussion with the full group. Share a few examples, and ask if anyone has gained new insights. Remind participants of the next session if the exercise is split across multiple occasions.

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