The Annotated Progress Report is a personalized report specifically for the facilitator. The report will help you understand how to use The Five Behaviors Progress Report by giving you a snap shot and insight into your team’s scores. Review a sample here.

Any team that was a good candidate for The Five Behaviors assessment is qualified to take The Progress Report. You may choose to review the section on assessing a team’s readiness in the Getting Started Guide in your facilitation kit in order to make sure the team is still a good fit.

“Teamwork ultimately comes down to practicing a small set of principles over a long period of time.” —Patrick Lencioni The Five Behaviors program is a framework that helps team members have deeper conversations about how they work together on a day-to-day basis. It’s a program that is rich enough for a team to come back to again and again. The Progress Report is designed especially to show a team how its behaviors have changed as compared to the last time the team was assessed. In addition to showing the improvements on the team, the report outlines challenges that may be hindering further development. The Annotated (Facilitator) Progress Report will give the facilitator an overview of the team’s data. It also includes facilitation on how to facilitate a Five Behaviors session.

• Before using this tool, you should give team members enough time to implement the action plans they committed to when they began this process. 
• Keep in mind, once you run a Progress Report, every report run after that is compared to the previous Progress Report—not the original report.
• Look at the numbers in addition to the colors in the pyramid to gauge improvement because the colors only tell part of the story. Keep in mind that lower scores don’t necessarily mean things are getting worse; people may be more honest when answering the questions the second time around, which could make some scores go down.
• Review the model with the team before you hand out the report. As soon as the team members get the report in their hands, they’ll go straight to the numbers, so you’ll want to emphasize that the report is designed to serve as a conversation starter about where the team is and where it wants to be.

Periodically check your team’s progress using The Five Behaviors Progress Report. Although, if a team has a new leader, we recommend they re-take the original Five Behaviors assessment. Additionally, if more than 40% of the team has changed since the original assessment was administered, we recommend re-administering the assessment and having the team create new action plans for improvement.

A typical engagement would likely last 2–4 hours; however, the timing will depend on your goals as the facilitator and the needs of the team.

If one or two people have joined the team since the original assessment was completed, you will still be able to add their data to The Progress Report. These members will have a longer assessment experience, as they will need to take the DiSC® portion of the assessment to receive their DiSC narrative and to be included on the DiSC Team Map and Conflict Map. These team members will answer questions about the team and will receive their own Progress Report. You also have the option to import DiSC data from any Everything DiSC® assessment into The Progress Report. You may want to recommend new team members read The Five Dysfunctions of a Team in order to give them a deeper understanding of the model. Alternatively, you could meet separately to bring new team members up to speed prior to any engagement with the whole team.

Yes, each team member will receive a personalized report. This report includes the person’s DiSC style and narrative from the original report in addition to outlining the team’s progress. It also includes the updated DiSC Team Map and Conflict Team Map. The Facilitator will receive their own Annotated Progress Report that includes an aggregate of the team’s data.

There are several facilitation tips and tools throughout the Annotated (Facilitator) Progress Report. This free resource also includes optional activities you can utilize in a Five Behaviors session. We encourage you to take The Five Behaviors of a Cohesive Team™ Facilitator Accreditation course.