Everything DiSC facilitation checklist

Everything DiSC facilitation checklist

woman presenting Everything DiSCWhether you’re offering your first training using Everything DiSC or your 20th, we hope this checklist proves useful. Please offer any suggestions you have for improving it. We know that you’re the real experts.

4 to 6 weeks before

Know and review your objectives

Have you been asked to present DiSC because someone thought it would be fun or because there’s a communication problem within a group? Or is your presentation on DiSC part of a manager or leadership development program? What do you want your participants to get out of your training? Review your objectives with your client.

Choose the right product

First determine which product best meets your needs. Is it the general Workplace or would Management be a better choice? Not sure which Everything DiSC product to use? Review the overviews at Which Everything DiSC® assessment should I use?

Learn about your participants

You’ll be better prepared if you know something about the group you’ll be working with. These questions can help.

  • How does the group leader feel about this tool and process?
  • Are participants familiar with DiSC or other personality assessments?
  • Does anyone need special accommodations?
  • Would someone prefer an assessment in a language other than English?
  • Do the participants already know each other well? What’s their level of trust?
  • Are they experiencing or have they recently gone through any big changes? Will any big announcements be made to the group shortly before the training?
  • Will you be meeting with participants in the morning or afternoon? What’s their natural energy level likely to be?


empty training room

Learn about your training space

  • What will your training space look like? (If there’s no natural light you might want to schedule more frequent breaks. If there are white boards you might not need flip charts. If it’s a lecture hall, you might want to request a different room where people can sit in groups.)
  • Can you operate the lights, lower the blinds, or make other adjustments?
  • Is there a clock in the room? Where?
  • Are there white boards? Do they typically have enough markers?
  • Is there room for people to move around? This is crucial if you want to use the Day in the Life activity.
  • Do you need to reserve any additional equipment for the room, such as a projector, microphone or speakers?
  • Do you need any security cards to enter the building or room or use the equipment? Is there a special wi-fi password for the room or special login requirements?
  • Will the room need to be set up differently? Who will move chairs and tables? Is there a maintenance, technical or emergency contact?
  • Can you get into the room early? How early?
  • Will snacks, or at least water and mints, be in the room? Will lunch be served in the room? Who is arranging for food and drink?

Make training decisions

  • Take a look at our DiSC tips & Activities page for additional ideas you might want to use.
  • Determine if you want participants to be able to see their profiles before the training. You can edit that option in EPIC if you don’t. (You might want to give more background on DiSC before they see their results, or you might want to use some ice-breaker first that has them guessing their results.)
  • Decide if you want to have profiles bound (saddle stitch or perfect) by a vendor and if you want to add your own cover or not.
  • Decide what you will do if someone doesn’t complete their profile before your cut-off date. (It doesn’t happen often, but you want to be prepared.)
  • If you have the DiSC administrative tool and haven’t used it for a while or are new to it, you might want to review the Quick Start Guide.
  • Decide if you want to give participants access to MyEverythingDiSC.com.

3 or 4 weeks before

Now is the time to place your orders, prepare your participants, and set the stage for a great session.

Place your orders

Prepare your participants

Participants might be excited or anxious about taking the DiSC profile. You can reduce most of the anxiety if you communicate well and prepare them for what to expect.

  • Send out your profile access codes to participants.
    Sometimes trainers have everyone complete the profile questionnaire during the training session. We don’t recommend it because some people will feel rushed and technology can break down.
  • Customize your email message.
    Add your own message to the email with the profile link. The DiSC administrative tool allows you to add a message to the email sent with the questionnaire access codes.
    You might want to send them a sample report so they know what to expect or include a link to the research reports. Or you might want to remind them about additional requirements for that training day.
  • Plan to send reminder emails. If you’re using the administrative tool, schedule reminders before you send out profiles.
  • Ask participants to do any pre-work such as read an article about teamwork, review your organization’s mission statement, or whatever you know will improve their experience.
  • A separate reminder email might include reminders about the day, time, and location of training. You might also link to one of these pages:

7 to 10 days before

Take these days to make sure you’re completely prepared.

  • Verify that all participants have completed the profile.
  • Run group reports, facilitator reports, or Comparison Reports as needed.
  • Review participants’ profiles.
    This can be done using the facilitator reports. If someone’s report is showing additional shading (additional priorities) you might want to run a Supplemental Report for that person. Knowing the predominant style of your group can help you prepare for their energy level, skepticism, etc.
  • Send profile reports to printer, if desired. If you purchased or created a group, facilitator or team view report, consider having the group poster blown up for display on the wall.
  • Print out one of the posters or wall charts found in your facilitation kit or from our Downloads page.
  • Review the facilitation kit or other training outline you’re using. Make tweaks as needed for time constraints or audience needs.
  • If you’re going to use slides from a new Everything DiSC facilitation kit, customize the slides by adding your logo to the master slide. (instructions below)
  • Review your training supplies and order if necessary.
    • Name tags
    • Name tents
    • Easel pads or large
    • Pens, pencils, markers
    • Post-it easels or tape
    • Post-it notes, adhesive dots (often used to have participants place their “dot” on a group DiSC circle)
    • Table-top playthings (keeps some people from clicking their pens)
    • Laser pointer
    • Whistle, chime, or other sound-making tool you use to call people back from breaks
    • QuikDiSC Cards or other supplemental materials

See the full list of DiSC Training Tools

3 days before

desktop toys for facilitationReduce your chances of something going wrong at the last minute by following these steps.

Review and test

  • Has everyone completed their profile? If not, how will you handle this?
  • Create a seating chart, if desired. Many trainers like to be sure that tables include people with a diversity of DiSC styles. Printing out a Team View report (free in EPIC) can make this easier.
  • Assemble your supplies, including table tent cards, pens, profiles, the Everything DiSC Manual, laptop, batteries, Style Guides, contact phone numbers, etc.
  • Test your equipment such as your laptop, speakers, or projector. Pack power cords.
  • Verify that all your media such as PowerPoint slides and videos all work. (Consider adding an introductory slide asking participants to use the #EverythingDiSC hashtag if they tweet or share their experience on other social media.)
  • Review your notes and training plan. Review desired outcomes and what to expect with your client.
  • Prepare and print a training evaluation form, if desired.
  • Double-check on room. (Is it scheduled? Does it have enough space? Does it have the right equipment? Has anyone tested that equipment?)

Day of training

  • Arrive early and deal with anything unexpected. Set up your materials.
  • Welcome participants as they arrive.
  • Introduce yourself.
  • Ask for cell phones to be turned off or for the group to agree to a few ground rules. Point out locations of restrooms, when breaks will be scheduled, etc.
  • Follow your notes or your facilitation kit, and improvise when necessary.
  • Watch your pacing, your tone, and audience responses. Is everyone engaged? Is everyone learning? Adapt your style or content as needed.
  • Take notes on anything you want to follow up on.
  • Afterwards review how well it went and write notes on how to improve for your next training.

1 week after

  • Review your notes and offer additional resources, if appropriate.
    Sometimes you might want to offer individual coaching or to send an email with an article that relates to a topic that arose during training. Or perhaps you were asked a question you couldn’t answer on the spot, but now you can.
  • Send Comparison Reports if you have them.
    This can be a very powerful and appreciated follow-up to training if people work closely together. Sometimes trainers offer to administer additional profiles with Comparison Reports for people who had direct reports or teammates who didn’t attend training.
  • Send a reminder about MyEverythingDiSC.com if you’ve given participants access.
  • Share a fun activity like DiSC activity with Dr. Seuss quotes.
  • Schedule a DiSC review session for three-to-six months from now.
  • Let us know how it went by giving us a call or posting to our Facebook page.


Customizing PowerPoint slides

  1. Open the .ppt file you want to edit.
  2. Click on the VIEW tab.
  3. Click on Slide Master.
  4. Click on the temporary logo and delete it. Then replace it with your own (INSERT tab, Pictures).
  5. Click on the temporary company name and address and replace it with your own.


by Kristeen Bullwinkle and the DiSCProfile.com team


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