KD_Spreadsheet:
Assigning Online Product(s) to Participants

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.

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.

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.

Note: 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.

When you send your completed KD_Spreadsheet to info@kilmanndiagnostics.com, also let us know your preferences for these four services:

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 participants.
   Examples:
   • Jan 5, 2026 at 8:00 AM PST
   • ASAP
2. 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.
3. 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.
4. 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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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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IMPORTING YOUR SPREADSHEET

After we import your spreadsheet, each participant will receive two automated emails from no-reply@themyersbriggs.net with the subject lines: Take Your FIRST Assessment from Kilmann Diagnostics and then followed by Take Your SECOND Assessment from Kilmann Diagnostics.

The emails contains a private link that allows participants to:

• Register their account on the Elevate platform

• Complete their two TKI assessments

• Download their two Individual TKI Profile and Interpretive Reports for INSIDE and OUTSIDE (default)

As a precaution, we will also provide you with your group’s private INSIDE link. If any participant reports that they did not receive the automated emails, you can forward this link directly to them so they can access their assessments.

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 Reports for INSIDE and OUTSIDE 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.

2. 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