KD_Spreadsheet:
Assigning Online Product(s) to Participants
KD_Spreadsheet:
Basic Instructions
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After completing a purchase for other participants, download the required spreadsheet by clicking the DOWNLOAD KD_SPREADSHEET button directly above.
In the KD_Spreadsheet.xls file, enter the following four columns of information for each participant: First Name, Last Name, Email Address, and Company Name.
NOTE: If you purchased a product for one other person, complete the spreadsheet for that participant only.
Please do not modify the spreadsheet in any way other than entering the requested information — one row per person, on a single sheet.
You may keep the original filename or rename it using this convention: KD_Spreadsheet.Company.8.22.2022.xls (using the company name and the date you send us the file).
Please verify that all email addresses are accurate. Online products will be assigned to the email address provided, and incorrect addresses will delay participation and require additional support.
Email your completed spreadsheet along with your preferences (found in the next column) to: info@kilmanndiagnostics.com
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OPEN SLOTS
For most TKI purchases, the number of participants on your spreadsheet will match the quantity of TKIs purchased. If you purchased more TKIs than participants listed, we’ll credit your account with the remaining TKIs — referred to as “open slots.”
Open slots can be assigned to participants at any time within one year of the purchase date. When you’re ready to assign them, submit a new KD_Spreadsheet with the relevant information for those participants.
Additional Instructions
and Preferences
After reviewing the Basic Instructions in the previous column, click the relevant TAB farther below for additional guidance and preferences.
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If you purchased TKI Assessments with Individual Reports, click the TAB:
(1) The TKI Assessment — TKI Individual Reports
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If you purchased TKI Assessments with Personalized TKI Team Reports, click the TAB:
(2) The TKI Assessment — TKI Team Reports
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If you purchased online courses or course collections, online assessments (other than the TKI), or downloadable books, click the TAB:
(3) Courses, Course Collections, Other Assessments, and More
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You may also review the policies you agreed to upon first logging in:
(4) Honoring Our Copyright Agreement — which covers the terms of use for your private account on our website and on the publisher’s Elevate website.
(1) The TKI Assessment — TKI INDIVIDUAL Reports
If you’ll be taking the TKI along with other persons in your group, please make sure to also include YOUR information on the KD_Spreadsheet.
NOTE: If you purchased 2 TKIs per person, complete a single KD_Spreadsheet with one row per individual. We will assign 2 TKIs to each person listed. See the section farther below for guidelines on MODIFYING THE STANDARD TKI INSTRUCTIONS.
When you send your completed KD_Spreadsheet to info@kilmanndiagnostics.com, also let us know your preferences for these four services:
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- Assessment Launch Date
Please provide the date, time (on the hour), and time zone when you would like us to import your spreadsheet and launch the TKI assessment for your participants.
Examples:
• Jan 5, 2026 at 8:00 AM PST
• ASAP - Receiving Participant TKI Reports
Please let us know if you would like to automatically receive each participant’s TKI Report when they complete their assessment.
Examples:
• I want to receive participant reports upon completion (default).
• I do NOT want to receive participant reports. - Participant Access to TKI Reports
Would you like participants to have immediate access to download their TKI Reports upon completing the assessment (default), or would you prefer that report access be denied so that only you can distribute the reports?
Examples:
• Allow participants to download their reports immediately after completing the assessment.
• Deny report access so participants cannot download their reports. - Reminder Email
If desired, please provide the date, time (on the hour), and time zone when you would like us to send a one-time reminder email to participants who have not yet completed their assessment.
Example: Jan 10, 2026 at 8:00 AM PST
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IMPORTING YOUR SPREADSHEET
When we import your spreadsheet, each participant will receive an automated email from no-reply@themyersbriggs.net with one of the following subject lines:
- Your TKI Assessment from Kilmann Diagnostics (1 TKI per person)
- Take Your FIRST Assessment from Kilmann Diagnostics and then Take Your SECOND Assessment from Kilmann Diagnostics (2 TKIs per person)
These emails include a private link that allows participants to register on the TKI publisher’s Elevate platform, complete their assessment(s), and download their personalized TKI Reports (default).
As a backup, we will also send you — the buyer — the private link for your group. If any participant does not receive their automated email, you can forward them their link directly.
To ensure delivery for all participants from the start, ask the relevant IT department(s) to whitelist Elevate’s IP address: 168.245.48.216.
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MANAGING YOUR GROUP ACCOUNT
You will receive each participant’s TKI Individual Report immediately upon completion (default), unless you request otherwise.
For purchases of 10 or more TKI assessments, we provide an Extra Services Bundle that is designed to help you track participant completion and conveniently access TKI Reports.
- 1 Status Report that lists all those participants in your group account who have—or have not—completed their TKI assessment.
- 1 Zip File that includes TKI Reports for all the participants in your group who have completed their TKI assessment.
Please specify the date and time you would like to receive each of these items (Monday–Friday, 8AM–5PM Pacific Time). Example: Jan 12, 2026 at 8:00 AM PST
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For 2 TKIs Per Person:
MODIFYING THE STANDARD TKI INSTRUCTIONS
If you purchased a pair of TKI assessments for each participant, below are the modified TKI instructions for the dual INSIDE/OUTSIDE perspective. The few key words for each set of TKI instructions that have been set in bold pinpoint what you can customize for your particular situation. But if you don’t tell us otherwise, your participants will be given these (default) instructions for their pair of TKI assessments:
INSIDE your group, how do you usually respond when you find your wishes differing from those of another group member? For each of the 30 pairs of statements below, select the letter (“A” or “B”) that best characterizes your behavior in your group.
OUTSIDE your group (across all other settings in your life), how do you usually respond when you find your wishes differing from those of another person? For each of the 30 pairs of statements below, select the letter (“A” or “B”) that best characterizes your typical behavior in these other settings.
Please let us know IF and HOW you would like to customize the focus of these instructions to: INSIDE/OUTSIDE your organization, your department; your school, the workplace… or whatever suits you. If you decide that your participants should respond to their TKIs with a different focus than the default instructions, we will place your customized instructions in the account emails that we send to your participants.
But other than the above customizing options that are set in bold, we do not alter any other aspect of the TKI instructions, since the rest of those instructions are essential for maintaining the validity and reliability of the TKI assessment process.
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(2) The TKI Assessment — TKI TEAM Reports
If you’ll be taking the TKI along with other participants on your team, please make sure to also include YOUR information on the KD_Spreadsheet.
See the section farther below for guidelines on MODIFYING THE STANDARD TKI INSTRUCTIONS.
When you send your completed KD_Spreadsheet to info@kilmanndiagnostics.com, also let us know your preferences for these services:
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1. Assessment Launch Date
Please provide the date, time (on the hour), and time zone when you would like us to import your spreadsheet and launch the TKI assessment for your team members.
Examples:
• Jan 5, 2026 at 8:00 AM PST
• ASAP
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2. Reminder Email
If desired, please provide the date, time (on the hour), and time zone when you would like us to send a one-time reminder email to team members who have not yet completed their TKI assessment.
Example: Jan 10, 2026 at 8:00 AM PST
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3. Status Report
Please provide the date and time (Monday–Friday, 8AM–5PM Pacific Time) when you would like to receive a Status Report showing which team members have and have not completed their TKI assessment.
Example: Jan 12, 2026 at 8:00 AM PST
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Receiving Personalized TKI Team Reports + Team Facilitator’s Report — Zip File
You will receive an email notification each time a team member completes their assessment. We recommend keeping an up-to-date record of who has and has not completed the assessment.
Once all team members have completed their TKI Assessments, please let us know your preferred date and time, or ASAP, for us to generate and send your zip file (Monday–Friday, 8AM–5PM Pacific Time).
The zip file will include:
- A personalized TKI Team Report for each participant, which includes both an overall team summary (the first 15 pages) and a personalized section for that participant (the final 6 pages).
• The Team Facilitator’s Report, which includes the same team-level analysis as the participant reports, plus a summary of each member’s High, Medium, Low scores.
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NOTE: Once you receive the zip file, you are then responsible for distributing each personalized report to the appropriate participant.
Warning: Once you provide your preferred date and time, we will run the TKI Team Reports as scheduled — regardless of whether all participants have completed their assessments — thus using up the available TKIs in your account. Please ensure all intended participants have completed their TKI before that date.
CAUTION 1: In most cases, it is best to wait for us to send you the zip file for the TKI Team Reports until shortly before you plan to discuss those results with your team members—just in case a few new members have very recently joined the team and/or other members have left. By delaying the creation of those TKI Team Reports, you will have the most current (and thus the most accurate) information about conflict-handling behavior for your training, consulting, or coaching program—which will thus include only those members who are still on that team.
CAUTION 2: Every time you ask us to create and then send you another zip file of TKI Team Reports, even if that team includes the same members as before, you must either (a) make use of the previously purchased TKI Team Reports that are still available in your group account or (b) you must purchase additional TKI Team Reports whenever your group account no longer has the necessary number of unused reports to assign to team members.
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IMPORTING YOUR SPREADSHEET
When we import your spreadsheet, each participant will receive an automated email from no-reply@themyersbriggs.net with the subject line: Your TKI Assessment from Kilmann Diagnostics
This email includes a private link that allows participants to register on the TKI publisher’s Elevate platform and complete their assessment.
As a backup, we will also send you — the buyer — the private link for your team. If any participant does not receive their automated email, you can forward them their link directly.
To ensure delivery for all participants from the start, ask the relevant IT department(s) to whitelist Elevate’s IP address: 168.245.48.216.
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MODIFYING THE STANDARD TKI INSTRUCTIONS
Many facilitators choose to modify aspects of the standard TKI instructions to focus on the conflict-handling behaviors INSIDE a specified team (in contrast to the standard TKI instructions that do NOT specify any situation).
Below is sample wording for asking team members to respond to the TKI based on their experiences within a particular team. The bolded words indicate the portions that can be customized for your specific situation.
INSIDE [team name—team member names if desired], how do you usually respond when you find your wishes differing from those of another team member? For each item on the assessment, choose the option (“A” or “B”) that best represents your behaviors within [team name].
Please let us know IF and HOW you would like to customize the focus of the TKI instructions for a designated team. If you decide that your team members should respond to their TKIs with a different focus than the standard instructions, we will place your customized instructions in the account emails that we send to all team members.
Other than the above customizing options that are set in BOLD, we do not alter any other aspect of the standard TKI instructions, since the remainder of those instructions is essential for maintaining the validity of the TKI assessment process.
(3) Courses, Course Collections, Other Assessments, and More
For most online products (other than the TKI assessment), the number of individuals on your spreadsheet will match the quantity purchased. If you purchased more than you’ve listed, we’ll credit your account with the remaining “open slots.”
Open slots can be assigned to individuals at any time within one year of the purchase date. When you’re ready to assign them, submit a new KD_Spreadsheet with the relevant information for those new participants — which initiates their access period:
- 90 days for an online course or assessment
- 6 months for The TKI Package
- 1 year for The Complete Program
If you need to add individuals, correct email addresses, or make any other updates, please send a new KD_Spreadsheet containing only the new or corrected entries.
When you submit your completed KD_Spreadsheet for an online course, a course collection, another assessment (other than the TKI), or a downloadable book, please let us know your preferred:
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COURSE OR PRODUCT LAUNCH DATE
Please provide the date and time (Monday–Friday, 8AM–5PM Pacific Time) when you would like us to import your spreadsheet and provide your participants with access to their assigned assessment(s), course(s) and/or course collection(s).
Examples:
• Jan 5, 2026 at 8AM PT
• ASAP
Once we receive your completed spreadsheet, unless you tell us otherwise, we’ll import your spreadsheet right away, which instantly sends an account email to your participant(s).
Once we import your spreadsheet, each participant will receive an email from info@kilmanndiagnostics.com with the subject line “Your Online Product(s) from Kilmann Diagnostics.” This email includes their username (email address) and a temporary password, along with instructions for logging into their private account.
Once logged in, participants can access their purchased item(s) from the top-right column of their Dashboard: My Online Courses, My Online Assessments, and/or My Downloadable Books.
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PLEASE NOTE: In case you are using very sensitive, firewall-protected email addresses for the participants on your spreadsheet (which might be the case for military organizations, government agencies, and financial institutions), to play it safe, you might what to ask the relevant IT department to whitelist our IP address: 35.224.222.39. Whitelisting this IP address will ensure that your participants will receive their emails from Kilmann Diagnostics.
(4) Honoring Our Copyright Agreement
In accordance with our Copyright, Use, and Hold-Harmless Agreement, which you endorsed when you first created an account on our website (and which you must endorse every time you make a purchase), the one or more names on your completed KD_Spreadsheet are the only persons who are authorized to use our online products from their private username account on our website and on the TKI publisher’s website: Elevate.
