Checklist for DiSC Facilitators

Written on 9. Sep 2025.

Prepare with confidence—whether it’s your first session or your tenth.

4–5 weeks before the DiSC workshop (or as early as possible)

1) Align on objectives

Confirm the purpose with your client/manager: outcomes, problems to solve, and what “success” looks like.
Decide audience (roles/levels), format (in-person/virtual/blended), and length.

Output: 2–3 measurable learning objectives you can share in the invite.

2) Choose the right DiSC solution

Everything DiSC® vs DiSC Classic® (prefer Everything DiSC for the newest research, adaptive testing, and digital platforms).
Language needs (ensure the chosen DiSC profile is available in that language).
Select the profile that fits the goal: Catalyst, Workplace, Management, Productive Conflict, Agile EQ, Work of Leaders, or Sales.

Pro tip: If team dynamics or manager relationships are central, consider Workplace + Comparison Reports or Catalyst.

3) Learn about your participants

How supportive is the sponsor/leader?
Familiarity with DiSC or other assessments?
Team context: tenure, org changes, recent issues/conflicts/restructures, upcoming announcements.

4) Understand the space (or platform)

Room layout, natural light, acoustics, Wi-Fi.
Equipment: projector/speakers/flipcharts/markers; for virtual—platform features (breakouts, polls, chat).
Access times, catering, emergency/tech contact.

2-3 weeks before

5) Place orders and build your materials

Order the credits for the individual profiles and any Group/Facilitator Reports.
Draft agenda with timings and activities that match your objectives.

6) Prep your participants (reduce anxiety, raise curiosity)

Send assessment links from EPIC with a personal note:

Email text (copy/paste):
Subject: Your Everything DiSC® assessment
Text: Hi [Name],
Ahead of our session on [date/time], please complete your Everything DiSC assessment.

This isn’t a test—there are no right or wrong answers. All DiSC styles are equally valuable.
Answer based on how you see yourself at work.
It takes 15–20 minutes in one sitting.

Thanks! We’ll use your results to help you improve communication and collaboration in practical ways.
—[Your name]

Schedule automatic reminders in EPIC for anyone not completed 7 days prior.
If helpful, assign short pre-work (e.g., “Listen to a podcast of your DiSC style”, “Go through your results before the session,”).

1 week before

7) Finalize materials

Verify completion status; nudge remaining participants.
Run/download Individual/Group/Team View/Comparison reports.
Skim profiles for hotspots (contrasting priorities, untypical elements, outliers).
Print participant profiles (if in-person) and any participant maps or materials.
Rehearse key sections; trim content to fit the time you truly have.

Pro tip: Prepare an alternative 10-minute activity you can drop in if energy dips.

3 days before

8) Reduce last-minute risk

Test room/tech (or virtual platform), videos, audio, clicker, adapters.
Print attendance list, agenda, and evaluation form.
Confirm room access time, catering, seating plan.
Align once more with sponsor on outcomes and any sensitive topics.

Day of the session

9) Set the tone

Arrive early; set up name tents, Group Map, and materials.
Greet participants; establish ground rules (phones, participation, confidentiality).
Reconfirm objectives and relevance.

10) Facilitate with intention

Use the Cornerstone Principles early (no best style; everyone’s a blend; DiSC is not a label).
Vary pace: brief input → activity → debrief → application.
Make it real: connect insights to their organization, situations, and examples.
Watch energy and inclusion; draw in quieter voices.
Capture commitments: “What will you do differently next week?”

11) Close strong

Summarize key takeaways linked back to objectives.
Show Comparison Reports and MyEverythingDiSC.com (or Catalyst, if applicable) for post-session learning.
Explain the follow-up plan and where to get further knowledge on DiSC.

1 week after

12) Sustain the learning

Send thank-you + next steps email with:

– A 30-day practice challenge (e.g., “Adapt to one colleague’s style each week”)

– Short guide to reinforce DiSC on the job

Review evaluations and your notes; capture what to repeat, refine, retire.
Offer follow-ups: DiSC-based follow-up session, or a session focusing on management/sales/conflict/emotional intelligence topics.

Quick decision guide (use in prep)

Goal = better day-to-day collaboration: Workplace or Catalyst + Group Report + Comparison Reports
Goal = manager–direct report collaboration: Management + Comparison Reports
Goal = sales conversations: Sales + customer-mapping exercise
Goal = conflict skills: Productive Conflict + practice scenarios
Goal = emotional agility/adaptation: Agile EQ + practice scenarios
Goal = senior leadership messaging: Work of Leaders + vision/alignment/execution debrief

Common pitfalls (and how to avoid them)

Pitfall: Treating DiSC as a label.
Fix: Reiterate Cornerstone Principles; emphasize behavioral range and choice.
Pitfall: Too much theory, not enough application.
Fix: For every concept, ask: “What does this change next Monday?” or “How can you apply it in your work/organization?”
Pitfall: Profiles opened cold without context.
Fix: Frame the model first; use an icebreaker to build psychological safety.
Pitfall: No sponsor reinforcement.
Fix: Give the leader a 10-minute reinforcement script and 3 talking points.
Pitfall: Learning fades after the session.
Fix: Involve a sponsor from the client’s side (usually an HR or L&D person, or team lead) who can actively support the learners also after the session. Push Additional DiSC Reports, schedule a 30-day check-in with the client.

Ethics & logistics reminders

Treat profiles as confidential; never share without consent.
Be clear about data privacy (where results are stored (in the Amazon Web Services servers); who can access them).
For multilingual groups, ensure language parity in materials and facilitation.
For virtual delivery, plan breaks every 60–75 minutes and use breakouts for practice.