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Practical guide

Personality Tests for Team Building: A Practical Workshop Guide

Give your team something useful to do with its assessment results. This sample workshop moves from individual reflection to a shared problem and one working agreement.

Published by TDF PeoplePublished 6 minute read

Give the workshop a practical purpose

A personality test can be a starting point for team building. The workshop needs a purpose beyond finding out everyone's letters. Choose one everyday interaction the group wants to understand, such as handing over work, asking for help or explaining a change in priorities.

This sample 60-minute TDF workshop helps participants compare what they notice, ask each other better questions and agree on one practice to try. It assumes the assessment has been completed beforehand and time for reviewing results has been arranged. The hour is for reflection and discussion, not completing the questionnaire.

TDF describes perception through three lenses: facts, choices and connections. Everyone uses all three. Keep the model explanation available so participants can check the language as they go.

Prepare before people arrive

  • Arrange assessment access. The TDF Pattern Inventory uses Test Codes. Confirm participants have what they need to begin and a date to complete it. View Test Code options or contact TDF People about a group.
  • Explain the results arrangements. Before people take the assessment, tell them who will have access to their results and when they will receive them. Confirm the arrangements for your session rather than assuming every workshop uses the same setup.
  • Choose a familiar example. Ask the team leader for an ordinary coordination problem. Save a heated or highly personal dispute for a conversation designed to address it.
  • Prepare the room. Provide paper or a shared document, the agenda and the working agreement template below. For a remote group, prepare pairs or small breakout rooms.

Invite each participant to bring one observation they recognize in their result and one they want to understand better. Nobody needs to arrive with a polished explanation of their pattern.

A complete 60-minute agenda

Sample TDF team workshop agenda
TimeActivityWhat to leave with
0 to 8 minutesIntroduce the purpose and recap facts, choices and connections.A shared question for the session.
8 to 18 minutesReflect individually on a result and a recent work situation.One example and one question to discuss.
18 to 32 minutesDiscuss in pairs, taking turns to explain and listen.Something each person learned about the other's perspective.
32 to 47 minutesExplore the same handover problem in small groups.A proposed handover with the missing information made clear.
47 to 56 minutesCompare suggestions and complete a working agreement.One practice the team is willing to try.
56 to 60 minutesConfirm the owner, first use and review date.A specific next step and a place for unanswered questions.

Keep the session focused on one practical issue. A larger group may need more time for sharing, or a second session for deeper questions about results.

Let people explain their own experience

Begin the reflection quietly. Ask participants to recall a recent assignment they found easy to understand and another that left them uncertain. What was present in the first explanation? What did they need to ask about in the second?

Use these questions for the paired discussion:

  • Which part of your result reminds you of a real situation?
  • What did you notice first in that situation?
  • What information did you wish someone had included?
  • Which part of the description needs more thought or a different example?

Give each person a turn. The listener summarizes what they heard and checks it with the speaker before offering their own example. Ask pairs to bring back a useful question, rather than a judgment about each other's pattern. This leaves room for a participant to say that a description does not fit their experience.

Use one shared handover problem

Here is a fictional example to give each group: a colleague sends a folder of client notes with the message, “Please take this over while I am away.” The recipient can find the files but does not know what the client has been promised, which task comes first or who else is involved.

Ask everyone to write their first two questions before discussing them. Compare which questions seek facts, clarify choices or explore connections. Some questions may serve more than one purpose. Then draft the handover message the group would want to receive.

Debrief with three questions:

  1. Which question did someone else ask that you had not considered?
  2. What could the sender reasonably include before being asked?
  3. How could the recipient ask for missing information without guessing the sender's intentions?

Avoid assigning a person to be the facts, choices or connections representative. Invite each person to explore all three. The exercise is about broadening the information available to the group.

Turn the discussion into a working agreement

Select one change small enough to try during ordinary work. Complete these prompts together and put the agreement wherever the work happens.

  • Situation: When will we use this agreement?
  • Practice: What will we include, ask or do?
  • Example: What would it look like in an actual message?
  • Owner: Who will introduce it at the next opportunity?
  • Review: When will we discuss whether it was useful?

A completed example

For our next three client handovers, the sender will include the current status, next decision and deadline, people involved, and outstanding commitments. The recipient will confirm what they are taking on and ask about gaps. Our team lead will bring the examples to next Friday's check-in so we can decide what to keep.

This gives the team something observable to discuss. “Respect everyone's style” is harder to act on without an example of what respect asks of the sender and the recipient.

Follow up with the work itself

At the review, ask whether the team used the agreement, what information was still missing and what should change. Let people describe an occasion when it helped and an occasion when it felt unnecessary. Adjust the practice to the work instead of treating the first version as a rule forever.

For shorter follow-up discussions, use the 15-minute communication exercise. Questions about the assessment itself belong in a separate debrief; the assessment methodology guide provides a starting point.

This is a suggested workshop format. Its model vocabulary and reflection approach draw on David Farr and Bill Roberts' Discovering Your Best Self: The TDF Map and The Map of TDF. The agenda, handover scenario and agreement are examples created for this guide. Find the books on How TDF Works.

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