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Tag Archives: Margaret Smith licensed Insights practitioner

If you’ve been following my blog or are familiar with my business, you’ll know that I am a licensed practitioner of Insights Discovery. Insights is a science-based program that is meant to develop self-awareness and improve interpersonal relationships and communication.

Unlike many other assessment programs, Insights uses simple, approachable language to discuss prominent traits in individuals. The Insights color wheel is divided into four colors (red, yellow, green, and blue), each other describing the characteristics of a specific personality type. For example, those who lead with red energy tend to prefer direct communication and rapid action. Those who lead with blue energy tend to be more analytical and like to mull over all options before proceeding.

If you’re not familiar with Insights, you might be thinking, “Wait a minute! That seems like an oversimplification of someone’s personality. Can we all really be reduced to four different personality types?!”

You’re absolutely right.

It’s impossible to fit all people into four neat boxes. That’s why Insights Discovery emphasizes the fact that people’s personalities are multi-colored, and most of us can tap into all the colors on the Insights color wheel. Those who are mostly “red” have the ability to tamp down their natural impulsiveness and embrace their analytical “blue side.” Those who are mostly “blue” can tap into their “inner red” and make snap decisions in a pinch.

Not only that, we might fluctuate from day to day. Those with “sunny yellow” personalities might have days when they’re feeling less social and more introverted. It’s normal and natural to have a dynamic personality that changes from time to time.

That’s why Insights uses the term “leads with” to describe someone’s tendencies. Someone who “leads with” yellow energy is often extroverted, social, and enjoys working with teams, but they may also have a strong blue side that compels them to be analytical as well.

Humans are dynamic. We can adapt to certain groups and settings. That doesn’t mean we’re disingenuous; it simply means that specific situations require us to behave in certain ways. Understanding the Insights color wheel and our ability to embrace other colors is empowering. We’re not stuck in a personality rut—we can grow, adapt, and change when we need to. Not only that, we can actively work on developing other colors of our personality if we feel one or more are lacking. For instance, someone who leads with red energy can attempt to build their empathy and patience by tapping into their inner green energy.

Which colors are prominent in your personality? Which traits would you like to develop? The Insights Discovery color wheel can help! Get in touch if you’d like to learn more.


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If you’ve been following my blog, you know that I frequently refer to Insights Discovery. For those who haven’t seen my posts about Insights, here’s a quick summary: It’s a science-based program that is meant to improve team dynamics, leadership, communication, and more through gaining personal insights and building self-awareness. (For more, read this blog post about Insights). One key factor of the Insights program is leadership.

Leadership is closely tied to Insights Discovery because the best leaders are those who have a strong understanding of themselves and their leadership tendencies. These are the leaders who also understand their team and how to communicate and inspire them. To cultivate this type of leader, Insights has designed a proprietary Transformational Leadership program.

What is a transformational leader?

To me, a transformational leader is someone who is both motivating and empowering. This a leader who has their team’s back and will stand up for them. A transformational leader believes in communication, clarity, and transparency. They believe in people over profit.

Perhaps Bernard Bass and Ronald Riggio, authors of Transformational Leadership, said it best: “Transformational leaders help followers grow and develop into leaders by responding to individual followers’ needs by empowering them and by aligning the objectives and goals of the individual followers, the leader, the group, and the larger organization.”

Great leadership, however, is not always about inspiration and rallying the team. It can also involve engaging in tough (but necessary) conversations, creating an accountability system, or sticking to firm standards. When it comes to tough conversations, Insights has developed a model called the D4 Model to guide leaders through both appreciative (“Here is what’s going right”) and developmental (“Here’s what needs to improve) feedback. By leaning on basic Insights principles, the D4 Model helps leaders deliver empathetic, specific, and urgent feedback.

In my experience, successful organizations are carried by effective leaders. These leaders are passionate and visionary, and yet down to earth. Above all, they care. How could transformational leadership improve your organization and help you achieve your goals?


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As your workplace begins to reopen its doors, you’ll probably be met with a variety of emotions and perspectives. Some people (the extroverted, yellow-energy-leading folks) may be thrilled at the prospect of working with others face-to-face. Others may dread returning to the office and are able to be much more productive at home. Still others fall somewhere in between—they enjoy the flexibility of having a choice to work from home or come into the office, and they want to maintain control over their schedule.

With such a wide range of opinions and points of view, it might seem like an impossible feat to make everyone happy. You can, however, take steps to achieve the best possible setup for the majority of your team members.

Start with these 7 tips:

1. Get Employee Feedback

Involve as many people as you can in the planning process. That doesn’t mean putting together a 100-person Zoom meeting where everyone shouts their opinions! What it DOES mean is surveying or talking with people on a one-on-one basis and gathering information. Ask open-ended questions and encourage candid responses. Some questions might include:

  • What would be an ideal work setup for you?
  • What excites you about returning to the office? What are you dreading?
  • What steps can we take in the office to make sure you feel safe?
  • How can we support you and the rest of the team to make this transition as smooth as possible?

2. Review Your Communication Tools

This past year, we’ve had to get creative and adapt to new forms of communication. As we begin to return to the office, some people may continue to embrace these new communication methods, while others will be eager to return to the old methods. It’s a good idea to see if people are burnt out on virtual chats, or if they don’t mind them. For some, virtual communication is more welcoming and accessible (some services provide captioning options, for instance), while others might be better able to read body language and mood in a face-to-face setting. It’s possible that your communication methods will be somewhat of a hybrid, with occasional virtual meetings interspersed between in-person ones.

3. Maintain Team-Building Efforts

Many teams have gotten creative over quarantine time with virtual happy hours, check-ins, or online team games. It would be a shame to lose those team-building activities once you’ve all returned to the office. Make an effort to stay connected as a team, and keep engagement high, even as we return to the physical workplace.

4. Stock up on Patience and Flexibility

Protocols and practices may change over time. New information and changing conditions will require additional shifts and plenty of patience. It’s important that you practice flexibility and be a role model for others. Convey that things are bound to continuing changing and evolving. This doesn’t reflect incompetence, but a willingness to learn and improve as circumstances change or new developments are brought to light.

5. Be a Source of Joy

One of the best ways to make the transition smoother is by finding ways to make it better for others.  Create a sense of lightheartedness—the unexpected delights of working from home, the mishaps that took place that cracked you up. Show sensitivity to those still working from home and do whatever you can to help them feel included. When you make an effort to be cheerful and buoyant, others will follow suit. Even when things are tough, this type of attitude will help get you into problem-solving mode instead of “woe is me” mode.

6. Stay Focused on the Bigger Story

There will be bumps in the road. There will be difficult stretches of days (or weeks!). That’s inevitable. Instead of getting hung up on small setbacks or difficult events, it pays to focus on the big picture. How can you move forward? What can you do to best serve your team and keep them safe? What are the main goals for this year? By taking a step back and examining the bigger story, you can gain a better perspective when it comes to dealing with everyday annoyances or snags.

7. Manage Expectations

Unless you have a crystal ball, you can’t know what lies ahead. Make sure you convey to your team that you’ll all need to be flexible and roll with the punches for the foreseeable future. Procedures and operations may change (possibly multiple times), and it will take a good amount of teamwork and positive attitudes to move forward. Even though we can’t always manage situations, we CAN manage our response to them.

The transition back to the workplace will inevitably be laden with bumps and obstacles…but it will also present possibilities. This is an opportunity to reinvent the workplace so it is better and more inclusive than before. Keep that in mind as you go forward, and remember to be as open and honest with your team as possible. You’ve got this!


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