Data Management
Certification
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Question
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Answer
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Is my TotalSDI certification still good?
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Absolutely. And there are some extra things we’d like to help you with. That’s why we are offering to get you the updated Core Strengths Facilitator Toolkit at a deep discount - or free if you decide to join us with a new subscription.
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What’s different about training in the new system?
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The Results through Relationships course is a structured training program with a proven, repeatable process. You also get the flexibility of hiding slides and changing your agenda with an Agenda Time-Planner.
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What resources will I have access to?
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We want to make it easy for you to get up to speed. So there are many videos, downloads, and built-in resources for facilitators. You will also get access to the Core Strengths Presenter, which is a revolutionary way to integrate group results with the presentation of the class.
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Can I continue to use the Powerpoint slides I have used in the past?
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If you have your own course designs, you are welcome to continue using the SDI 2.0 assessment to support your custom training programs.
Using the Platform
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Can I get all the reports that I am used to?
Yes, but there will be some differences. However, we hope you get used to using the Core Strengths presenter and the teams function in the platform. Once you do, you will probably not want pdf reports as much as you used to. Also, every person owns their own results, and they can easily access the results online and they can download a pdf version if desired.
Do I have to be on a subscription?
Technically no, but we have bundled subscriptions with credits in such a way that you should realize cost savings in our subscription plans. Not being on a subscription also means that members in an organization will not be able to share their results with each other, make teams, or get real-time advice about how to improve their relationship intelligence.
Can I still have contract facilitators lead classes in my organization?
Question | Answer |
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What happens How do I get access to all the data in the TotalSDI system? | All the SDI self-assessment data will be brought over at no charge. |
Technically, who owns the data? | Each participant owns their personality - and therefore, they own their results and should be allowed to determine how their results are used. That’s why, in the new Platform, every person can choose to remove their data from any account they are in. The organization account also has an owner. The account owner owns the space where people can interact and share their assessment results with each other so they can build teams and access tips to improve their Relationship Intelligence. |
What’s the last day I can use the TotalSDI System? | November 30, 2020. We advise that you download any reports you might want well in advance of this date. |
How will the past participants that took the SDI in TotalSDI get access to their results? | Every participant with SDI results can get a free Basic account, where they can always access their results in the Core Strengths Platform. TotalSDI Participants can be invited to become a member of one or more accounts in the Platform, where they will be able to share their results with other members of the same account. |
How do labels work? Or What happens to my session data? | Your TotalSDI data is organized like a hierarchy of folders: Clients, Groups, and Sessions. The names of these Clients, Groups, and Sessions will be exported as labels so you can search based on the names you created. You will be able to create new labels and apply as many labels as you want to each member. This way, you can run reports by location, function, or any other variable that is important to your organization. |
Credits
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Answer
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What happens to my unused credits?
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SDI Self Edition credits will be converted to SDI 2.0 credits at no charge. All other credits in the TotalSDI system will be assigned a cash value, which you can use in the new Platform for credits or one of our subscription offerings.
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What’s the difference between assessment credits and training credits?
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Assessment credits are for the assessment.
Training credits are required for each Learner who will be added to a class.
The Learner gets:
Access to the digital learner guide and action planner
A free SDI 2.0 credit (in their Basic, personal account) after they complete the class evaluation
The Facilitator gets:
The ability to use class invitations and reminders
The ability to schedule multiple sessions for a single class (and add meeting location details or internet joining instructions to each session)
Class evaluation data is automatically summarized after the class.
The ability to sync class data to the Core Strengths presenter so the group’s results can be used interactively, on-screen, during the class.
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Can I create classes without buying training credits?
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Yes and no. A training credit is required to add a person to a Results through Relationships class under the Train menu. However, you can use the Assess menu and create labels for each group of people you train. That way, you can manage group experiences with labels and only use the SDI 2.0 credits. Keep in mind, this means that you will not be able to sync class data to the presenter application, and the learners will not get access to the digital learner Guide, class evaluation, and the other benefits that come with the Training Credit.
my past client’s data? | We will work with you to create an account for each client, and we will add you as a facilitator and admin to the account. However, in order to do this, we will need to know who the account owner will be. |
How will ownership of my client’s data be decided? | The owner needs to be an employee or other representative of the organization. Partners cannot own their client’s data. |
Can I get an account just for me and my associates? | Yes. If there are less than 10 in your association, you can simply use a free Basic plan for that. |
Credits
Question | Answer |
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How do I get credits for future use with my clients? | You will be able to purchase credits inside your clients accounts, or instruct them to make the purchase. Either way, you will earn points for each transaction. |
Can I move credits between accounts? | No. |
Do I need a training credit for every person? | No. You only need training credits for people who will attend a class that uses the Results through Relationship learner guide. There are other benefits of the training credit as described in the answer to a previous question. |
Certification
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How can I help my clients get certified? | At least one certification is included in each plan. Simply help them select their facilitator candidates and we will help them register for an upcoming instructor-led certification course. |
Can I still facilitate classes for my clients without becoming a partner? | Yes. You will need to ask your clients to invite you to become a member of their organization and be assigned the facilitator role within your clients’ accounts. After that, you can be the facilitator or co-facilitator of classes inside those accounts. |
Partner Portal
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What, exactly, is the Partner Portal and why do I need access? | Essentially, the partner portal is a way for you to view and access your clients’ data so you can deliver training and coaching services. It also helps you set up free trials for business development, and gives you access to resources to help you further your learning and promote your business. |
Points
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How does the points system work? | Partners earn points as their clients spend money on platform services and credits. The points can be redeemed upon request by partners. |
Questions we’ve been getting from potential Partners:
Question | Answer |
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Do points rollover? | Points do not expire, so roll-over is not an issue. |
Can I be a Partner but also work with another Partner as an Associate? | Yes. If you facilitate classes under contract for a consulting company, and you have your own, independent practice, you will be able to toggle between the two partner accounts. The data will be totally segregated, but you can access it via a single username and password. |
Is the bundle package good through the contract year? | Yes, but it can extend to multiple years under a contract that does not permit early cancellation. |
What if I have Clients in TotalSDI who have budgeted for TotalSDI pricing? | We can help you navigate this on a case-by-case basis if you are willing to provide documentation. |
I’ve already set up future training using TotalSDI pricing, what can you do for me? | We can help you navigate this on a case-by-case basis if you are willing to provide documentation. |
Will there be an option to still use paper assessments? | No. |