Part II: Administering a Self-Report EQ-i 2.0

Planning the EQ-i 2.0 Assessment Process

Purposeful Planning: EQ-i 2.0 Engagement Process

The flowchart presented in Figure 4.1, shows six recommended steps to engage a client in the EQ-i 2.0 from the initial conversation through to measuring the impact of an emotional intelligence (EI) initiative. Whether you are working with an individual client, a client organization, the EQ-i 2.0 or the EQ 360® 2.0, these six broad steps apply in almost all new relationships you forge that are likely to involve development around emotional intelligence.

Just by glancing over the steps, you will see that using the EQ-i 2.0 is not just about ensuring test takers complete the assessment; there are multiple steps involved before and after the administration to ensure both you and your EI initiative are set up for success. Like any development initiative, over 50 years of research indicates that development efforts must be accompanied by significant and visible support from key stakeholders in order to see the desired performance translated to the job (Broad, 2005). If the intent of using the EQ-i 2.0 is anything more than personal insight, engaging your client before, during and after administration will be crucial in driving individual and organizational change.

The following sections outline the details of each step in the EQ-i 2.0 Engagement Process along with some best practices when working with both individuals and organizations.

Figure 4.1. Client Engagement Process: Six Steps to Gaining Buy-In