THE PREDICTIVE INDEX Partner Branding Guide

Transcription

1 THE PREDICTIVE INDEX Partner Branding Guide 2016 Predictive Index, LLC

2 Partner Branding Guide These Partner Branding Guidelines are designed for The Predictive Index s partner ecosystem. They supplement the Legal Policies. Please distribute this document to your marketing managers and graphic design team to ensure your marketing materials are in line with PI s branding policies. Through these Partner Branding Guidelines, we empower our partners to: Reference The Predictive Index s brands effectively and correctly. Create clear and effective co-branded marketing materials. Remember that you, and only you (and not The Predictive Index), are legally responsible for your materials and any claims you make. NOTE As a Certified Partner and/or licensee of The Predictive Index, you are responsible for complying with your contractual obligations, this guide, and all other policies set by PI in effect and as amended from time to time (collectively Legal Policies ), and all applicable intellectual property laws (in the U.S. and abroad) in your use of brands, logos, domain names, and creative assets. Partners are responsible for ensuring all branding and related marketing materials, press releases, and online assets and communications ( Branding Material ) are consistent with current Legal Policies. The Predictive Index reserves the right to require licensees and/ or Certified Partners to change and/or remove any Branding Material it deems to violate the Legal Policies, including but not limited to corporate and/or product name(s), domain names, social media assets, signage, printed promotional materials, licensee/certified Partner website copy or logos, product descriptions, booth design, messaging, etc. Replacement or rebranding costs for branding material deemed by The Predictive Index to violate its Legal Policies shall be the sole responsibility of the partner and/or sponsor. Failure to change and/or remove Branding Material as requested by The Predictive Index may constitute a breach of your contractual obligations with us and may lead to termination of your agreement. 2

3 Table of Contents What is a PI Certified Partner? 4 Trademarks and Language 5 What is a Trademark? What are Copyrights? List of Trademarks Retired Trademarks Terminology 6 Terminology Restricted Wording (7) Trademark Specifics 8 PI Brands in Text Trademark Designations Trademark Legal Lines Mentions 9 Claims & Rankings Accolades & Awards Mentioning The Predictive Index & Customers Naming 10 Naming Your Company and Products Keeping Brand Distinction Logos and Design 11 Digital Marketing 12 Using & Referencing PI Creative Assets Social Media Domain Names Advertising 3

4 What is a PI Certified Partner? PI Certified Partners help businesses view themselves through the lens of human capital management. They leverage the methodology and solutions of The Predictive Index to help businesses achieve maximum velocity toward their business objectives. They are not: Employees of The Predictive Index Representatives of The Predictive Index 4

5 Trademarks and Language What is a Trademark? A trademark is a word, phrase, symbol, and/or design that identifies and distinguishes the source of the goods of one party from those of others. A company name and/or logo is often a trademark. A service mark is a word, phrase, symbol, and/or design that identifies and distinguishes the source of a service rather than goods. The term trademark is often used to refer to both trademarks and service marks. What are Copyrights? Copyrights are exclusive rights to original works, including certain original written material, pictorial, photographic, and graphical work, audio-visual work, and certain computer programs and code. The owner of a copyright has the right to exclude all others from reproducing, displaying, distributing, performing, or otherwise creating derivative works from the original work. Copyrights owned by The Predictive Index include its logos, website designs and content, video and other promotional material and its proprietary code. With very limited exceptions, partners may not use any copyrighted assets owned by The Predictive Index without consent. List of Trademarks The following terms and product names should be written with trademark notices in the first instance they appear in a document and on each webpage. Trademark symbols should always be superscripted. The Predictive Index PI PI Learning Indicator Customer-Focused Selling Selling Skills Assessment Tool Influence Skills Assessment Tool PI Catalyst PI Insights PI Job Pattern Report PI Learning Indicator Report PI SSAT Results PI Professional Series Retired Trademarks PI Worldwide The Enterprise PI Connect PI Campus Predictive Leadership Series accesspi accesspi-connect PIcampus desktoppi 5

6 Terminology The Predictive Index or PI is the authority on predicting behavior and performance in the modern day workplace. PI Certified Partners leverage the methodology and solutions made by The Predictive Index. We offer a simple methodology that helps you understand what drives your people. The Predictive Index methodology leverages science, technology and knowledge transfer to help you reach maximum velocity toward your business objectives. The Predictive Index Behavioral Assessment is scientifically validated. The PI Job Assessment (known as the PRO, or Performance Requirement Options) allows you to get critical input from key stakeholders on the behavioral requirements of a specific position. The PI Selling Skills Assessment allows you to quantify someone s selling abilities. The PI Influencing Skills Assessment allows you to quantify someone s influencing abilities. The Predictive Index software offers web-hosted access so you can easily administer assessments, pull reports and analyze data on any device. Professional plans are annual subscriptions that include an unlimited number of assessments for candidates, employees, and other individuals. Enterprise plans are annual subscriptions that include all of the capabilities of the Professional plans plus the added ability to integrate The Predictive Index software via our APIs. The output of the PI Behavioral Assessment is a behavioral pattern. PI allows you to send someone a link to take the PI Behavioral Assessment and see his or her behavioral pattern using the PI software. There is no such thing as a bad PI behavioral pattern. Only bad fits. PI offers a curriculum of modular, instructor-led, management workshops to ensure that the methodology is fully integrated into the cultural fabric of your organization. PI users are account owners of the annual subscription (formerly analysts). Associates or Consultants are people that work for Partners. Partners and Associates sell PI to new clients and service and train existing clients. Attracting and Selecting Top Performers is an example of a workshop that is part of the PI Professional Series and teaches you how to hire with PI. 6

7 Terminology Restricted Wording Please correct the following common errors and inaccurate wording in your communications. Please see list of Retired Trademarks on page 5 for a full list of discontinued wording. PI Worldwide PI Worldwide is a retired trademark. Your marketing and communications should reflect The Predictive Index. Correct: We are a Certified Partner of The Predictive Index. PI as a noun, or TPI Incorrect: I sent a PI through TPI Incorrect: My PI is interesting. Correct: PI Behavioral Assessment or Behavioral Pattern respectively I sent a PI Behavioral Assessment. My behavioral pattern is interesting. Note: PI can be used in reference to the company as an abbreviation of The Predictive Index. Survey Incorrect: I sent a PI survey. Correct: I sent an assessment. They received an invitation to take the assessment. Licensee Incorrect: I ve been a licensee for 20 years. Correct: PI Certified Partner or simply Partner I ve been a PI Certified Partner for 20 years. AccessPI AccessPI is a retired trademark. Your marketing and communications should reflect this. Incorrect: : I logged into accesspi and sent an assessment. Correct: The PI Software I logged into the PI Software and sent an assessment. PRO or Performance Requirement Options Incorrect: I sent a PRO to my team so we could assess a role. Correct: Job Assessment I sent a Job Assessment to my team so we could assess a role. PLI Incorrect: Our new cognitive assessment is called PLI. Correct: The PI Learning Indicator or The Learning Indicator The cognitive assessment. or The Learning Indicator is our cognitive tool. 7

8 Trademark Specifics PI Brands in Text Use a generic noun following a reference to The Predictive Index brand in text (i.e. methodology, system, assessment, software, technology, science). I sent my client a link to take the N T Use The Predictive Index s marks as nouns or verbs. Use abbreviations in place of The Predictive Index s full brand names other than the use of PI when referencing the brand name. PI Behavioral Assessment. I sent my client a PI. Trademark Designations Use a or symbol next to the first or most prominent use of any PI brand in all of your material. N T Forget to properly identify and label The Predictive Index s brand and product names with trademark designations. The Predictive Index is a simple methodology that allows you to understand your people. The Predictive Index is awesome. We are The Predictive Index and we sell PI. Trademark Legal Lines Use a legal line explaining that any of The Predictive Index s brands you reference are owned by The Predictive Index. Use an easily-readable font and location for the legal line. Use a legal line on any type of promotional material referencing The Predictive Index s brands, including webpages, videos, and printed material. The Predictive Index is a registered trademark of Predictive Index, LLC and is used here with permission. N T Use The Predictive Index s trademarks on any website, publication, or other promotional material without a legal line that properly identifies the brands as belonging to The Predictive Index. Make the legal line so small that it cannot be read or seen easily. Our behavioral assessment... 8

9 Mentions Claims & Rankings Ensure all claims are true, specific, timely, and verifiable. Cite claims based on accurate and truthful third-party findings. State that you are authorized to sell, services, and facilitate PI product and workshops N T Make vague, unsubstantiated, or untimely claims. Use claims regarding rating, ranking, or performance. Make claims that refer to or quote statements made by PI or its executives. Imply that The Predictive Index or its products and services are your own. The Predictive Index is among Selling Power s Top 20 Sales Training Companies of We ve assessed over 20m people. Accolades & Awards Cite awards given by third parties only. Use legitimate award graphics and logos provided by an awarding entity. N T List awards without citing a source. Create award-like graphics or logos. Mentioning The Predictive Index & Customers Get permission from clients that you service to use their logos, names, quotes on your marketing materials, website, etc. Present yourself as an independent business, separate from The Predictive Index. Claim that you are Certified Partner of The Predictive Index. N T List customer or third-party logos, names, or quotes without written permission. List The Predictive Index as a customer or partner without written permission from The Predictive Index. Use pictures of The Predictive Index staff without permission. Use logos, names, or quotes on your marketing assets of clients who you do not directly service. Claim The Predictive Index services or products are your own. Present yourself as an employee or official representative of The Predictive Index. 9

10 Naming Naming Your Company and Products Make your partner brands, names, domains, and social media assets distinct from The Predictive Index. Advise-Hire, LLC Workforce Solutions, Inc. Hiring Guide, LLC N T Use any of The Predictive Index s brands, trademarks, or names in whole or in part of your company or product names, domain names, social media handles, or advertising keywords. Predictive Index Solutions, Inc Predictive Business Keeping Brand Distinction Create company and product names that are distinct from The Predictive Index to eliminate brand confusion. *Your brilliant business name here* Presenting Yourself in Person Present yourself and your company before presenting The Predictive Index. Hi, my name is Susan. I am a consultant who works for People Strategies. We re a PI Certified Partner Company. N T Modify or imitate any of The Predictive Index s brands or names anywhere, including misspellings, phonetic or foreign equivalents, rhyming words, abbreviations, stylizations, logos, or any name confusingly similar. Predictful Index, LLC PI (Anything with the PI acronym) The Predictive Index N T Create the perception that you represent PI. Hi, my name is Susan. I work for and/or represent The Predictive Index. Hi, my name is Susan. I m a consultant for The Predictive Index. Voic s and Phone Use Present yourself and your company before presenting The Predictive Index. Hi, my name is Susan. I am a consultant who works for People Strategies. We re a PI Certified Partner Company. N T Indicate that you are calling from, or represent, PI. Hi, thanks for calling The Predictive Index. This is Susan speaking. How can I help you? Hi, thanks for calling PI Rhode Island. This is Susan speaking. How can I help you? Hi this is Susan calling from The Predictive Index. Is John available? 10

11 Logos and Design Use partner-approved logos on any PI-related materials you want. N T Use ANY of The Predictive Index s current or discontinued logos without permission. YOUR COMPANY NAME 11

12 Digital Marketing Using & Referencing The Predictive Index Creative Assets Create your own original videos and presentations for online and in-person use. Link to PI s videos and other creative assets. Request permission from PI s Marketing department if you would like to incorporate creative assets into your website, materials, or presentation. N T Embed or copy PI s videos, images, audio clips, or other creative content unless given permission to do so. Use clips or images from PI s videos in your own videos or marketing materials without written permission from PI s Marketing department. You may not repurpose any Predictive Index-created materials is if they were created by your business. For example, you cannot take the text from a PI ebook and redesign it with your company branding. Social Media Create social media handles, tags, or pages that properly identify your company and its brands only. N T Create social media handles, tags, or pages that include PI s brands, abbreviations of those brands, or anything confusingly similar to current or Domain Names Create domain names that properly identify your company and its brands only. N T Create domain names that include PI s brands or abbreviations of those brands or anything confusingly similar to PI s brands. Advertising Use advertising keywords and ad copy that are associated with and promote your company or industry. N T Use advertising keywords or ad copy that incorporate PI brand names without written permission. 12

13 Using PI s Branding Assets The Predictive Index offers selling assistance with sales tools and marketing assets for your use. These materials are owned by The Predictive Index and may not be altered or distributed improperly. N T use PI s brand or any IP in association with your own unique products or services. This includes software access, workshop curriculum, marketing materials, etc. N T alter PI products or branding in any way. Including self-translations or wording changes on marketing materials or curriculums N T use PI-specific marketing materials that you have created or acquired through parties other than PI without written permission from PI. use PI Marketing Materials provided for the use of Partners by PI. 13