Bates ExPI Assessment

The ExPI™ evaluates executive presence via confidential surveys completed by the leader, manager, peers, and direct reports. Outputs include an individual report and optional group analytics for cohorts

• Validated & GDPR-compliant: data is third-party managed
• Use cases: executive coaching, action planning, cohort insights

• Booking: Participant books Insights in Momenta; Ops adds the session date in the Bates platform
• Report release date: set to 5 days before the Insights session (update when adding the session)
• Development Worksheet (DSW): participant completes and sends to coach ≥24 hours pre-session
• Timeline: allow ~4 weeks for assessment completion + ~4 weeks for Insights scheduling
• Confidentiality: do not disclose rater-group completion to stakeholders

• No rater upload, no email customization, no tracking from BTS admin; status cannot be downloaded
• Default reminder cadence is sent from Bates; advise participants to ignore visible sender addresses in system emails
• Only share high-level updates if agreed (e.g., self completed, Insights booked, worksheet submitted)
• Provide at least 4 weeks to complete the assessment

1. Plan timeline: ~4 weeks for ExPI; 2+ weeks for Insights.
2. Licenses & access: email Angela Richards to request admin access and an initial pool of licenses; top up as needed
3. Bulk upload: use the participant upload sheet and include location data
4. Coaches: allocate and input availability in Coach OS; assign coaches in Bates (required for report sharing)
5. Systems: add participants to Momenta (journey) and to the Bates platform
6. Dates: set Insights session date and the report release date (–5 days) in Bates
7. Track (internally): DSW completion and Insights completion; do not share rater-level completion externally

Note on coaches list: some coaches appear twice (e.g., “bts” suffix) due to independent practice vs. BTS association; this is expected

All automated emails are sent at 5:00am ET

• Rater Nomination Reminder: to participant 1 day before nomination due date (if not submitted)
• Survey Reminder: to all incomplete raters 2 days before survey due date (cohort-level date overrides participant-level)
• Insufficient Returns: to participant & admin 3 and 2 days before report date; links to completion snapshot page (red = below minimum). Individual responses are not disclosed
• DSW Reminder: to participant 2 days before Insights date/time
• DSW Submitted: to admin and coach upon participant submission

Auto-release rule: Reports do not auto-send to participant/coach if Self or Manager surveys are incomplete. You may force send to the participant (Self required; Manager optional) and then to the coach

1. In the Bates Dashboard, click the gear icon for your cohort → Add to Group Report
2. Click Generate Reportto download the Excel with five tabs
   • GroupSummaryReport — frequency of Top 5 / Bottom 5 facets.
   • FacetSummary — for line charts.
   • ItemMeans — highest/lowest items.
   • ItemPercentFavorable — optional.
   • Facet Summary — overall scores by group.

ExPI is grounded in the Bates Model of Executive Presence (3 dimensions, 15 facets)

• Character — Authenticity, Integrity, Concern, Restraint, Humility
• Substance — Practical Wisdom, Confidence, Composure, Resonance, Vision
• Style — Appearance, Intentionality, Inclusiveness, Interactivity, Assertiveness

• Admin/Licenses: Email Angela Richards to request admin access + licenses (monitor balance before launches)
• Contractor Request (NAM/E&TP coaches): Smartsheet Form