PrinciplesUs User Guide

Table of Contents


This guide is intended to give you help in navigating and applying the tools and insights available in PrinciplesUs. It is divided into functional sections and provides an overview of what you can do. For more help and information check out our Help Center.  

Landing Page

Welcome to PrinciplesUs.  Depending on whether this is your first visit, or have your results ready to go in PrinciplesUs, you will start on a different page. 

First-time visitors and anyone that has not completed the Assessment

 

1_and_3.WelcomeCecilia.jpg

 

Users with complete assessment results 

 

2_and_6.WelcomeCompleteResults.jpg

 

Home Page - Take Assessment

 

1_and_3.WelcomeCecilia.jpg

 

This will be the first page you see when you login your first time as a known user.  Since it is your first time in PrinciplesUs, you do not have completed assessment results in your profile. 

If you are new to Principles, and have not taken our PrinciplesYou Assessment previously (you cannot import other assessments), you need to TAKE ASSESSMENT in order to see your full results, and share and compare with colleagues. 

If you have previously completed the PrinciplesYou Assessment, you have the option to IMPORT those results to PrinciplesUs (and you don’t need to retake the assessment). Please note: it is okay if you do not have the same email address for your PrinciplesYou and PrinciplesUs account. 

However, only completed assessments can be imported.  If you have only partially completed the assessment in PrinciplesYou, it cannot be imported and you must take the Assessment in PrinciplesUs. 

 

Take Assessment

Click TAKE ASSESSMENT to get started on your PrinciplesUs journey. In order to be part of the visualizations and analyses, you need to have completed the assessment so your data are captured. 

 

4.TakeAssessment.jpg

 

Clicking TAKE ASSESSMENT will bring you to the first set of statements. For each, you will select a circle that indicates a range of agreement from Disagree Strongly on the left to Agree Strongly on the right. The full set of choices can be viewed by clicking on the How to Respond to this Assessment in the upper right. 

 

5.TestResponse.jpg

 

All 4 questions on the page must be answered in order to activate the CONTINUE button at the bottom of the page (it will turn blue).

A completion tracker in the upper left helps you measure your progress through the assessment. 

Completing the assessment in one sitting is recommended, but we understand if it gets interrupted and you need to return later. 

Full question pages that you submitted are saved, and you will be taken to the first page that is missing answers ( taking you back to where you left off). 

 

Home Page - Completed Assessment

When you have completed the assessment, the Home Page will no longer prompt you about the Assessment. Instead, it will show you example actions you can take, and prompt you to explore. Below, it is showing the option to compare your results directly to one of your colleagues or with your team. 

 

2_and_6.WelcomeCompleteResults.jpg

 

However, if you are arriving here for your first time, you are likely more interested in examining your own results. Even if you have already done so, you may be compelled to head back to the About Me page directly from the left navigation pane. 

 

About Me

This is where most people start with the assessment results to get a better feel for the data, and learn more about themselves. For greater detail and a wealth of information pertaining to the assessment, you can dig into our numerous resources in the Help Center.  

The About Me section discusses your results in three distinct ways: 

Archetypes

Archetypes are ways of summarizing your pattern of preferences in a simple yet clear way. However, personality is complex and most people have strong tendencies across multiple archetypes. Thus, your results include the three Archetypes that best match your strongest preferences (i.e., Top 3).  However, to give you a fuller picture, it is also informative to know which archetypes you are least like - where your preferences are lowest. Thus, we also report your bottom two matches.  


7a.Archetypes.jpg

Note: If you would like to download or print your results, look for the PDF icon.  You can get your results in About Me, and your colleagues’ in About Others when viewing an assessment.

pdfdownload.jpg

Talents and Growth Opportunities are available  for your Top 3 Archetypes. You can click on any of your Archetype names (blue text) to go to the extended description of that Archetype. 

 

youAlso.jpg

 

From there, if you want to explore all of the Archetypes, they are listed at the bottom of each public Archetype page. 

 

8.ExploreArchetypes.jpg

 

Traits and Facets 

Trait and Facet scores are grouped in three sections:  

  • How You Prefer to Think
  • How You Engage with Others
  • How You Apply Yourself

 

9.HowEngage.jpg

 

These sections are intended to give you a sense of elements that are more closely related. Clicking into a Trait or clicking EXPLORE RESULTS will provide definitions. Most Traits are composed of three facets, though a few Traits are independent (e.g., Practical). 

The numerical scores provided for both Traits and Facets are Percentile Scores. Each graph places your score on a scale of 0 to 100 in relation to the scores of others that have taken the assessment. It is inaccurate to think of it as a test score in which getting all the answers right equals 100% - It does not equate. 

 

10.Flexible.jpg

 

There is nothing inherently “good” or “bad” about scoring a particular way. Remember, these are personality orientations, and not necessarily capabilities. Low or high results simply indicate different levels of preference towards a particular trait. You may have developed compensating habits throughout life for some of these preferences in different environments, both high and low, so they can show up in different ways at times. Knowing and reflecting on your natural preferences can enable you to do that more knowledgeably to be most effective in work and life.

 

Situational Insights

What do my results mean?  Using the results of your preferences, we use a combination of your attributes to predict how these might play out in a variety of work and life situations. Over a number of contexts, we provide interaction styles that may emerge in your daily life. It is unlikely that all statements presented are true all the time, but it is likely you recognize at least some of these postures in yourself. 

 

Situational.jpg

 

About Others

About Others allows you to do two things primarily. First, it allows you to see a colleague’s Assessment results in the same way you see your own. Second, it will allow you to build a 1:1 comparison of Traits, and provide insights tailored to your scores. 

The first thing you will need to do is search for the colleague you want to compare.  The About Others page looks like this when you arrive. 

 

12.AboutOthersBlank.jpg

 

Start typing a name, and you should see suggestions for people in your company populating the dropdown. 


13.AboutOthersFind.jpg

 

Select the name from the list, and it will bring up that person’s full assessment results. Note, the results are as your colleague would view it. It still uses the language ‘You are most like:’ even though it is not referring to ‘you’ but your colleague. Below you are viewing the full assessment for Sebastian Thomas in the About Others section. 


14a.SebastianResults.jpg

 

The key difference here is the COMPARE button in the upper right corner. Clicking on that button will launch an analysis comparing your Trait scores. 

 

15.CompareButton.jpg

 

Again, the Traits will be grouped in three categories, and insights for each category will be displayed. Relevant insights concerning similarities and differences will be discussed based on an analysis of the dyad.


16.CompareResults.jpg

 

Click the ‘<’ next to Compare Results to get back to the search box to find another person.  You can also just click About Others in the navigation bar. 


17.BackCompare.jpg

 

Groups

Groups allows you to create your own personal groupings of team members, and create visualizations and analytics that characterize that team. 

 

18.Groups.jpg

 

This screen shows what you will see the first time before any groups were created (existing groups will appear here). 

 

Create Groups

Your first step will be to click NEW GROUP in the upper right. You will be prompted to give the group a name, the description is optional, and then add members to your group. 

 

19.CreateGroups.jpg

 

As with the About Others search box, you can start typing a name and matches will appear in the dropdown.   Select a person by clicking on the name. You can repeat these steps until you have built the group desired. Be sure to click CREATE GROUP in the bottom right to save your new group. You can remove a member by clicking the ‘x’ in that row. 

 

20.AddPeople.jpg

 

These are your personal groups.  They will not appear on anyone else’s list, so you don’t need to worry about a conflicting group name with others.   You will need to create unique group names for yourself.  

When you have created a group or two, your Groups tab will look something like the image below.  For each group you will have the ability to edit or simply view the members of the group. 


21.MyGroups.jpg

 

Group Visualizations

When not clicking VIEW MEMBERS or EDIT, you will find that clicking in the row itself, closer to the group name, will launch the Group Visualizations. 

There are three categories of Group Visualizations: Archetypes, Trait Scales, and Team Profiles. You can select which to view with the tabbed navigation near the top of the screen

 

22a.ArchNav.jpg

 

Note: While you may create a group that includes a member that has not completed the assessment, such a member without results will be excluded from the computations because no scores exist for that person. 

 

Archetypes

The Archetype view in Groups begins with an archipelago to show the team’s collective archetype distribution across 10 islands. All but one island (individualist) encompasses 3 related archetypes. 

Each island is shaded depending on the percentile scores of the people in the group. In the image below, the Advocates island is darkest green. That indicates this group has more scores in the higher percentile range on those three archetypes on the Advocates island (Inspirer, Coach, Campaigner). In contrast, Producers is much lighter, indicating the scores on those archetypes are lower. The median of the set of all percentile scores for a given island (one score from each person for each archetype), determines the island color. 

 

23.Islands.jpg

 

A color scale is provided and indicates which island falls into which category. 


24.ColorScale.jpg

In the Archetype Archipelago view you can click on each island. Doing so will give you information about what it means to be on that island. Additionally, it will show you how your group members are distributed across the islands, based on their top archetype.

You can also see the Archetypes for every group member (with a completed assessment). The Top 3 archetypes (most like) and bottom 2 (least like) are displayed. 

 

25.MemberArch.jpg

 

At the bottom of the page, a set of Group Reflections are presented to prompt reflection and discussion about group interactions, strengths, and opportunities to improve. 


26.GroupRefA.jpg

 

Trait Scales 

The Trait Scales plot every group member on the percentile chart for each trait. This visual enables one to see several characteristics of the group at a glance.  For example, one can see whether the distribution is high or low on the scale, if there are clusters, if the group is generally similar, or there are substantial differences. Then one can ask what these characteristics might mean for the group. 


27b.Traitscales.jpg

To assist with interpreting these data, several potentially important items are defined and indicated on the chart. 

 

28.Think.jpg

 

  • Group Average: The average of member scores for a given trait, converted to percentile.
  • Typical Range: When reporting in percentiles, the 50th generally represents the middle score of the population. The Typical Range fills out the Moderate level of preference (with a colored gradient), equally above and below the 50th percentile, suggesting neither a high or low preference on the trait. 
  • Affinity: Using the Group Average and the Typical Range, a High Affinity denotes the group's very strong preference for the trait, and a Low Affinity indicates very low preference. 
  • Notable: An individual that diverges from the rest of the group by a wide margin, is marked with the text Notable. 

It is very possible there will be people that have identical scores on a trait, and thus one person’s initials may be covered by another’s.  In order to see all members and their scores, clicking VIEW DETAILS will show the information for all group members (with a completed assessment). Clicking HIDE DETAILS will collapse the list of names. 


29.CreativeDetails.jpg

As in other sections, prompts for reflection and discussion are provided in Group Reflections. 


30.TraitRef.jpg

Team Profiles

Team Profiles are a collection of Traits that are important for success in a specific context. Your group is plotted on these traits to help you assess your overall match. 

You can expand Team Profiles with the icons on the far right, allowing you to open and close them. Each Team Profile contains a Definition and the Important Traits, as well as thoughts about potential Team Challenges and Leader Characteristics.

 

32.TeamProfile.jpg

 

The Important Traits scales look similar to the Trait Scales you probably already viewed before arriving at Team Profiles.  The key differences here are the Traits shown are a subset selected by their relevance to each profile.  Also, instead of a Typical Range, a Target Range is shown on the scale. You will want to consider the group distribution relative to the Target Range. There are currently 8 Team

Profiles to compare:

  1. Competitive
  2. Customer Focused
  3. Creative
  4. Entrepreneurial
  5. Problem Solving
  6. Risk Management
  7. Sales
  8. Strategic

Resource Center

If you’re reading this, you’ve probably already used the Resource Center. Here  you will find answers to questions, guidance for deploying and optimizing your use of the app, and a means to reach out directly to Principles with questions, suggestions, and requests. 

The search field is quite useful for targeting the help you need. 

 

31.ResourceCenter.jpg


Downloadable version of the Quick Notes User Guide below!

 

Was this article helpful?