EPIC Subaccount
Unlock the full potential of Everything DiSC® and Five Behaviors® with an EPIC Subaccount
A powerful platform for streamlined assessment management
Take full advantage of Everything DiSC® and the Five Behaviors® for your organization with an EPIC Subaccount (also known as a Client EPIC Account).
This powerful online platform gives you complete administrative control over your assessments, reports, and learner communications, allowing you to customize, issue, and manage all your training needs effortlessly.
With an EPIC sub-account, you can streamline your development processes and ensure that every participant receives a personalized learning experience that is aligned with your organization’s goals.

"As 81% of employees engage in departmental teams, 62% in project teams, and 59% in cross-functional teams, our tools [Everything DiSC® and the Five Behaviors®] are designed to adapt to various team structures, enhancing flexibility and effectiveness in dynamic work environments." -Wiley Workplace Learning Solutions, "The State of Teams."
What Exactly is an EPIC Subaccount?
An EPIC Sub-account is your gateway to administrative autonomy in Everything DiSC® and the Five Behaviors® learning experiences.
It is s an administrative platform designed specifically for managing EPIC Credits used to purchase Everything DiSC® and The Five Behaviors® assessments and reports.
This robust system allows organizations to have direct control over the distribution and management of their training resources, making it an essential tool for any HR department or training facilitator.
What Can a Client Administrator Do With an EPIC Subaccount?
The EPIC sub-account is your all-in-one solution for managing Everything DiSC® and the Five Behaviors® assessments, profiles, and reports. With the power to customize reports, issue assessments, and oversee learner progress, this tool allows you to elevate your organization’s learning experience while optimizing costs and administration.
As a Client Administrator, you can issue and communicate using the EPIC Subaccount about
Assessments and Profiles (Everything DiSC® and The Five Behaviors®)
Group and Group Culture Reports
Facilitator Reports
Comparison Reports
Team View Reports
Everything DiSC® on Catalyst™
| Everything DiSC®
The Five Behaviors®
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![]() | Full administrative control of assessments and reports. |
![]() | Custom branding options (logo and personalized text on each report). |
![]() | Access to the entire suite of Everything DiSC® and the Five Behaviors® assessments and reports. |
![]() | A comprehensive guide for managing your EPIC Sub-account. |

These features collectively make EPIC Client accounts an invaluable tool for organizations looking to streamline their assessment processes, optimize training budgets, and drive impactful development initiatives. Streamline your management, enjoy cost savings, and customize your development initiatives to suit your organizational needs.
Manage, Monitor, and Maximize Your Learning Resources
Client EPIC accounts (EPIC subaccounts) provide enhanced control, flexibility, and efficiency in managing assessment programs. Take charge of your training programs by issuing assessments, generating reports, and tracking learner progress in one convenient platform.
Organizational-Level Control
Client EPIC accounts allow organizations to manage their assessments centrally, giving administrators full oversight of credit usage and assessment distribution.
Custom Branding
Add your organization’s logo and custom text to each report and tailor your messaging to your learners, further personalizing their experience.
Cost Efficiency via Higher-Volume Purchases
By purchasing EPIC Credits in bulk and at discounted rates, organizations can reduce the per-assessment cost, leading to significant savings over time. Enjoy substantial savings through volume-based pricing of assessments and reports and by managing the assessment process in-house
24 x 7 Access
Gain access to managing your organization's Everything DiSC and Five Behaviors Assessments, Profiles, and Reports whenever and wherever. This allows you to easily send assessments and profiles at a moment's notice, etc.
Flexibility
Client EPIC accounts enable tailored allocation of credits across various departments or teams, allowing for customized training and development plans that meet specific organizational needs.
Seamless Integration
Client EPIC accounts seamlessly integrate with Everything DiSC®, The Five Behaviors®, and the Everything DiSC® on Catalyst™ platforms, ensuring a smooth and user-friendly experience for both administrators and participants.
Automation and Scalability
The system supports scalability, making it easy to expand assessment programs as the organization grows, without losing control or efficiency.
Unlock unparalleled control and efficiency in your assessment programs—get your EPIC Client account today!
Using Your EPIC Subaccount
EPIC Credits + Your EPIC SubaccountWhen you purchase EPIC Credits, Symphony 100 will deposit those Credits within your EPIC Subccount, usually within just a few hours or by the next business day at the latest. You can then use as many of those credits as you wish to issue your learners any of the Everything DiSC or the Five Behaviors Assessments. You will be able to track the completion rates of the assessments, automatically send reminders based upon any rules you set up, and generate Group, Group Culture, Team, Comparison, and Facilitator Reports. Several of these reports are complimentary, and some of the more comprehensive reports are generated using EPIC Credits. To take advantage of the discounts available, you can purchase discounted EPIC Credit Packages in advance. | ![]() Standard Price EPIC Credit PackagesDiscounted Price EPIC Credit Packages |
EPIC Credit Packages for All Your Assessment Needs
EPIC Credits allow you to purchase Everything DiSC® and The Five Behaviors® assessments on demand. Individual credits are priced at $6.00 USD (before VAT), but bulk purchase packages are available at discounted rates:
Standard Packages
50, 100, 150, or 200 credits
Discounted Packages
Save up to 18.3% when purchasing 250 credits or more.
By purchasing in bulk, organizations reduce the per-assessment cost and can streamline learning initiatives while ensuring flexibility in assessment distribution.
Standard-Priced EPIC Credit Packages
Discounted Packages Are Available for Purchase of 250+ EPIC Credits
When you purchase a 250 EPIC credit package or more, receive your first EPIC Subaccount setup for free!
EPIC Credit Purchase Guides for EPIC Subaccount Holders
Here, you will find our purchase guides for EPIC Credit Standard Packages and EPIC Credit Discount Packages for discounted packages between 5.0% and 18.3%. EPIC Credits do not expire. (One EPIC Credit is $6.00 US before V.A.T. )
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EPIC Credit Usage Guides for EPIC Subaccount Holders
Everything DiSC
The Five Behaviors
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"Emotionally intelligent employees tend to be better communicators, and good communication is key to any strong workforce." — Forbes Human Resources Council
"70% of global employers indicate that communication is the most desirable skill for potential recruits.” -Pumble by CAKE.com, "Workplace Communication Statistics," 2024

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Internal Training Programs | Onboarding New Hires | Continuous Learning |
A learning and development director uses their EPIC subaccount to administer assessments for leadership programs, customizing reports with the company’s logo. | A tech company uses its EPIC subaccount to onboard new employees by issuing Everything DiSC® Workplace assessments, enhancing team integration. | An HR Manager sets quarterly learning initiatives, leveraging Agile EQ assessments to develop emotional intelligence across departments. |
Ready to streamline your team’s learning and development?
Set up your EPIC Subaccount today to unlock seamless, personalized, data-driven insights that will empower your organization's growth.

Enhance Your Development
With Symphony 100 Services and Certified Practitioners
Participate in workshops led by experienced facilitators, trainers, and coaches who are Certified Practitioners of Everything DiSC® and The Five Behaviors® to maximize the impact of your assessment and profile.
These experts bring the assessments, profiles, and reports to life, applying their insights to real-world leadership and teamwork situations. Symphony 100 offers standard workshops, customized signature programs tailored to your needs, and comprehensive executive and team-based coaching and business consulting services. This blend of personalized, expert support ensures you receive the most effective development experience possible.

Workshop Packages
Standard Workshop Series
Signature Series
Business and Not-for-Profit Consulting Services
Assessment Administration & Interpretation
Administer Assessments | Everything DiSC | The Five Behaviors
Assessment Analysis, Interpretation, and Insight Sessions
Executive, Team, and Custom Coaching Packages
Executive/One-on-One Coaching
Team-Based Coaching
Custom Coaching

Technical Support | Assessments, Profiles, and Reports
Technical Support | Assessments, Profiles, and Reports
A dedicated tech team provided by John Wiley & Co. is available 24 hours a day, every day, to assist Learners and Client Administrators with technical issues related to all Everything DiSC® and The Five Behaviors® applications, including assessments, profiles, reports, and their administration. Support is available via chat, phone, and email.
Non-Technical Support | Assessments, Profiles, and Reports
Through our coaching programs, Symphony 100 offers ongoing non-technical support and guidance for Learners and Client Administrators. Please book a one-on-one meeting with our staff to analyze, discuss, and further understand Everything DiSC® and The Five Behaviors® profiles and their related reports, including essential nuances.

Refunds & Cancellations | Assessments, Profiles, Reports
A request for a cancellation and refund must be received in writing to the email from which the login data was sent within 14 working days from the purchase date. Requests will only be accepted if logon credentials are not utilized. Refunds will be processed within 14 working days from the receipt of the request, less a 5% cancellation fee, or 100 NIS, whichever is less. Personalized profiles and personalized group, team, and facilitator reports are not refundable


In part one of our guide for facilitation of teamwork and leadership workshops, training, and development, we have provided some of the main pros/benefits and cons/risks when chosing the approach that is best for your team(s). In addtion, we have gathered some best practices for each.
Part two examines the range of skills, knowledge, experience, and education of succesful facilitators, and a list of warning signs that you should be cognizant of when selecting who will faciliate your sessions. The best option truly depends on your specific needs, time/money budget etc.

External Facilitators

Using External Facilitators
PROS/BENEFITS vs. CONS/RISKS
![]() Pros/Benefits | ![]() Cons/Risks |
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Fresh Perspectives and ExpertiseExternal facilitators bring new ideas, approaches, and industry insights that internal employees might not be exposed to, potentially driving innovation and improvement. Objectivity and NeutralityBeing independent, external facilitators provide unbiased guidance and can manage sensitive topics more neutrally, which is beneficial in complex team dynamics or organizational changes. High-Level Specialization and ExperienceThey often have specialized skills and experience in facilitating challenging or highly specific topics, having worked across different organizations and settings. Enhanced CredibilityThe involvement of external experts can enhance the perceived credibility of Everything DiSC programs, especially on complex subjects where external validation is important. | Higher CostsHiring external facilitators can be more expensive, particularly if travel or premium rates apply. Regular external training sessions significantly increase training budgets. Less Organizational FamiliarityExternal facilitators may require more time to understand the organization's culture and dynamics, which could impact the effectiveness and relevance of training. Possible DisconnectThere is a risk that external facilitators might not fully align with the company's values or the specific nuances of its internal processes, potentially leading to recommendations that are not feasible or well-suited to the organization's actual operating environment. DependencyRelying on external facilitators might create a dependency, where the organization feels unable to handle training and development internally, which might affect long-term capacity building. |
Using External Facilitators
BEST PRACTICES
![]() | Clearly Define ObjectivesEnsure that the goals and expected outcomes of the training are clearly defined and communicated to the external facilitator. |
![]() | Provide Comprehensive BriefingsThe external facilitator should be thoroughly briefed on the organization's culture, values, and specific needs to tailor the training effectively. |
![]() | Regular FeedbackEstablish a system for regular feedback and check-ins during the training process to ensure alignment and address any emerging issues promptly. |
![]() | Confidentiality AgreementsImplement strong confidentiality agreements to protect sensitive information and maintain trust. |
![]() | Integration PlansDevelop a plan for integrating the insights and strategies introduced by the external facilitator into ongoing internal practices to ensure sustained impact. |
Internal Facilitators

Using Internal Facilitators
PROS/BENEFITS vs. CONS/RISKS
![]() Pros/Benefits | ![]() Cons/Risks |
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In-depth Organizational KnowledgeInternal facilitators have a deep understanding of the company's culture, processes, and history. This enables them to tailor training sessions that are directly relevant and resonate more with employees. Cost-EffectivenessUsing an internal facilitator can be more budget-friendly over the long term, especially if frequent training sessions are needed. There are no additional costs, such as hiring fees or travel expenses. Long-Term EngagementInternal facilitators can continuously reinforce learning principles and track development progress over time, facilitating sustained learning and integration of new skills. Building Internal CapabilitiesDeveloping facilitation skills within the organization can help build a pool of competent facilitators who can address various training needs as they arise, enhancing organizational capacity. | Potential Bias and Blind SpotsAs part of the organization, internal facilitators might have existing biases or be perceived as having biases that could affect the openness and honesty of feedback and session participation. Limited External PerspectivesInternal facilitators may lack exposure to different industries or innovative practices that external professionals might bring. Resource AllocationAllocating internal staff to facilitate sessions can strain resources, especially if these employees also have other roles and responsibilities within the organization. |
Using Internal Facilitators
BEST PRACTICES
![]() | Continuous Professional DevelopmentProvide ongoing training and development opportunities for internal facilitators to ensure they are exposed to new ideas and methodologies. |
![]() | Rotation and Fresh PerspectivesRotate internal facilitators periodically or bring in guest trainers to keep the training content fresh and engaging. |
![]() | Clear BoundariesEstablish clear boundaries to minimize biases and ensure that facilitators can maintain objectivity. |
![]() | Feedback MechanismsImplement robust feedback mechanisms to continually improve the training sessions based on participant insights and experiences. |
![]() | Balancing ResponsibilitiesEnsure internal facilitators have sufficient time and resources to dedicate to training without compromising their other responsibilities. |
A Hybrid of Internal and External Facilitators

Using a Hybrid of Internal and External Facilitators
PROS/BENEFITS vs. CONS/RISKS
![]() Pros/Benefits | ![]() Cons/Risks |
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Comprehensive ExpertiseCombines the in-depth organizational knowledge of internal facilitators with the specialized skills and fresh perspectives of external experts. This enhances the Everything DiSC training content, making it relevant and enriched with diverse insights. Enhanced CredibilityThe involvement of external experts can enhance the perceived credibility of the Everything DiSC programs, especially on complex subjects where external validation is important.
Flexibility and Resource EfficiencyThe hybrid model allows organizations to manage resources more efficiently. Internal facilitators handle the bulk of ongoing development needs, while external facilitators can be brought in for specialized training or during peak periods, reducing the strain on internal resources. Continuous Learning and ImprovementInternal facilitators can learn new techniques and skills from their external counterparts, enhancing their training capabilities. This ongoing professional development helps maintain high standards of facilitation within the organization. Customization and RelevanceExternal facilitators can adapt their knowledge to the organization's specific context with insights from internal facilitators, addressing unique challenges and needs specific to Everything DiSC. | Coordination ChallengesStrong coordination and communication are required to ensure consistency in training objectives, methodologies, and outcomes. Misalignments can lead to mixed messages and diminished training effectiveness. Potential ConflictDifferences in training styles, methodologies, or personality types between internal and external facilitators might lead to conflicts, affecting the training environment and outcomes. Increased CostsWhile more resource-efficient in some respects, a hybrid approach can lead to increased costs compared to using only internal facilitators. Budgets must account for external facilitator fees, including travel and accommodation expenses. Dependency RisksDeveloping a dependency on external facilitators for certain types of training might inhibit the development of internal capabilities in those areas over the long term. Confidentiality and SecurityIntroducing external facilitators into sensitive internal training sessions can raise confidentiality and data security issues. Strong agreements and trust are crucial to mitigate these risks. |
Using a Hybrid of Internal and External Facilitators
BEST PRACTICES
![]() | Establish Clear Roles and ResponsibilitiesDefine specific roles for both internal and external facilitators to avoid overlap and ensure accountability. |
![]() | Align on Training Goals, Content, and MethodologiesEnsure all facilitators are aligned on the objectives, content, and methodologies of Everything DiSC to provide a consistent training experience. |
![]() | Facilitate Regular CommunicationHold regular communication and feedback sessions among all facilitators to share insights, progress, and challenges. |
![]() | Encourage Learning OpportunitiesAllow internal facilitators to learn from external experts through shadowing, co-facilitation, and post-training debriefs. |
![]() | Carefully Select External FacilitatorsChoose external facilitators based on their compatibility with the organizational culture and experience working in hybrid environments. |
Note on the Hybrid Approach
Implementing a hybrid approach to facilitation can significantly enhance the effectiveness of Everything DiSC training programs by leveraging the unique strengths of both internal and external resources.

By cultivating these skills, continuously seeking professional development, and being mindful of potential pitfalls, facilitators can significantly impact an organization's leadership effectiveness, culture, and overall success. Symphony 100 will be happy to discuss the pros and cons of your situation as you make decisions.
Key Attributes for Effective Facilitation
Strategic Thinking
A deep understanding of business strategy development and implementation is essential for guiding leaders in crafting strategic visions.
Visionary Leadership
The ability to guide leaders in articulating a clear vision and rallying the organization around it is crucial for the visionary aspects of leadership.
Change Management
Skills in leading organizational change and ensuring effective execution are vital for helping leaders navigate through transformations.
Critical Skills for Successful Facilitators
Facilitators play a crucial role in driving organizational change, enhancing team dynamics, and fostering continuous learning within Everything DiSC®. Here are the essential attributes of proficient facilitators:
Strong Communication Skills
Effective facilitators excel in verbal and written communication, articulating ideas clearly, listening actively, and adjusting messaging to suit diverse audiences.
Deep Knowledge of Learning Principles
Familiarity with educational theories, adult learning techniques, instructional design, and the ability to adapt teaching methods to different learning styles, especially within leadership contexts.
Expertise in Group Dynamics
Skillful in managing group dynamics, identifying undercurrents, steering discussions constructively, resolving conflicts, and fostering an inclusive environment during leadership training sessions.
Problem-Solving Skills
Strategic thinkers with strong analytical abilities, capable of diagnosing team issues and offering practical solutions, acting as mediators and negotiators.
Organizational Savvy
Understanding internal politics and culture, aligning facilitation strategies with organizational goals, and enhancing credibility and influence in leadership contexts.
Project Management Capabilities
Oversees leadership training programs or change initiatives, ensures timely completion, stays within budget, and achieves intended outcomes.
Continuous Learning and Adaptability
Lifelong learners who update skills and knowledge, adapt to changing needs, and integrate new tools and technologies into facilitation practices.
Competencies, Skills, and Knowledge Areas for Interpreting Profiles & Reports
These skills and knowledge areas ensure that a facilitator or practitioner can effectively understand and leverage the Everything DiSC® supplement report to enhance individual and organizational performance.
Basic Understanding of DiSC® Theory
Knowledge of the DiSC® model, including the four primary behavior types: Dominance, Influence, Steadiness, and Conscientiousness, and how they influence communication and behavior in the workplace.
Facilitation Skills
Ability to effectively lead discussions and workshops, ask probing questions, and facilitate group interactions to maximize learning and engagement.
Interpretative Skills
Competence in analyzing DiSC® assessment results and translating them into meaningful, actionable insights for participants.
Communication Skills
Strong verbal and written communication skills to clearly and effectively convey the nuances of DiSC® profiles and their practical implications.
Application Knowledge
Understanding how to apply DiSC® principles in various contexts, such as leadership development, team building, conflict resolution, and personal growth.
Adaptability and Sensitivity
Ability to adapt facilitation techniques to suit diverse groups and organizational cultures while being sensitive to participants' individual differences and needs.
Analytical Thinking
Skill in using logical reasoning to identify patterns and draw conclusions from DiSC® data and other behavioral indicators.
Continuous Learning
Commitment to ongoing education and professional development in DiSC® methodologies, new research in psychology, and evolving best practices in training and development.
Relevant Educational Background
Certifications and Professional Development
Pursuing relevant certifications and professional development opportunities enhances skills, validates expertise, and demonstrates commitment to the profession.
Degrees
Degrees in business, education, psychology, or related disciplines provide a strong foundation for facilitators.
Relevant Experience Examples
Corporate Training
Leading workshops and training sessions focused on leadership development.
Consulting
Providing strategic advice and facilitating organizational change for leadership teams.
Team Leadership
Managing teams or departments, focusing on leadership development and performance improvement.
Conflict Resolution
Mediating disputes and fostering collaborative environments in leadership settings.
Project Management
Overseeing leadership development projects from inception to completion, ensuring goals are met within constraints.
Public Speaking
Delivering presentations and speeches to diverse audiences, enhancing communication and engagement skills in leadership contexts.
Be Aware of These Warning Signs
Things to Avoid or Be Cautious About When Considering Facilitators
Overly Reliant on One Methodology
Relying too heavily on a single facilitation methodology can limit training effectiveness. Facilitators should be versatile and incorporate various approaches to meet participants' diverse needs.
Ignoring Organizational Culture
Failing to consider the unique culture and dynamics of the organization can lead to ineffective facilitation. Facilitators should tailor their approach to align with the organizational context.
Lack of Preparation
Inadequate preparation can undermine the success of training sessions. Facilitators should thoroughly prepare, understand the audience, and customize content accordingly.
Failure to Engage Participants
Monotonous delivery and lack of interactive elements can disengage participants. Facilitators should use a variety of techniques to keep sessions dynamic and engaging.
Ignoring Feedback
Dismissing or not actively seeking feedback can prevent improvement. Facilitators should encourage and act on participant feedback to continually enhance their sessions.
Inadequate Follow-up
Without proper follow-up, the impact of training can diminish. Facilitators should ensure mechanisms are in place to reinforce learning and track progress post-session.