Start small, see what works and adjust before expanding the initiative.
Step 1: Choose a pilot team
Select a team that is willing to participate or representative of your organization.
The goal is to test the experience in a real-world setting before rolling it out across the organization.
Ideally, choose a team whose manager wants to use the profiles in day-to-day interactions.
Their involvement will help employees understand that the exercise has a practical purpose and is not simply another survey to complete.
Step 2: Prepare the questionnaire
A concise profile that people actually read is better than a digital novel everyone forgets about once it is published.
Before launching the questionnaire, ask yourself three questions:
What information would make it easier for colleagues to collaborate?
What would help managers better support their employees?
Which areas of expertise, preferences or individual realities would benefit from being better known?
Employees can complete their profiles manually or answer a questionnaire that will populate the relevant sections.
Step 3: Set the tone
Clearly explain why the organization is launching the profiles and how they will be used.
Invite each person to share what they consider useful, without feeling obligated to share everything.
✅ A good place to start: invite employees to focus on what matters most.
For example: What should a colleague or manager absolutely know to work well with them?
Step 4: Launch the pilot project
Send the email provided in this toolkit, then plan a brief reminder.
Ask managers to complete their own profiles as well. Leading by example remains an excellent way to build engagement, and it takes very little effort.
During the pilot, invite participants to:
Complete their profile;
Read the profiles of their immediate team members;
Start at least one conversation based on something they discovered;
Note what they found useful and what could be improved.
Step 5: Gather feedback
After a few weeks, ask three simple questions:
What useful information did you learn about your colleagues?
In what situation did a profile help you?
What should be adjusted before a broader launch?
Use their answers to refine your launch approach and clarify the guidance provided to employees.
Step 6: Roll it out across the organization
When launching across the organization, share one or two concrete examples from the pilot project.
Testimonials often speak louder than a long list of features. 🚀