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CliftonStrengths
Licensing: Partnering With Gallup to Move CliftonStrengths Forward
CliftonStrengths

Licensing: Partnering With Gallup to Move CliftonStrengths Forward

Webcast Details

  • Gallup Called to Coach Webcast Series
  • Season 8, Episode 46
  • Update your understanding of how to license your CliftonStrengths-based product with Gallup, plus permissions, resources and more, from Gallup's Sallie Peters.
  • Interested in learning more on this topic? Read more about how to improve teamwork in the workplace.

Sallie Peters, Permissions Program Manager at Gallup, was our guest on a recent Called to Coach. Sallie updated coaches and entrepreneurs on Gallup's licensing requirements and processes, and offered valuable insights and suggestions on everything from licensing your CliftonStrengths-based product to using Gallup's intellectual property in your publication, including permissions and the boundary lines for acceptable use. She also shared key resources that can help you in your efforts to partner with Gallup and to move CliftonStrengths forward.

Below is a full transcript of the conversation, including time stamps. Full audio and video are posted above.

What should I look for in a job/career?

Jim Collison 0:00

I am Jim Collison, and live from our virtual studios around the world, this is Gallup's Called to Coach, recorded on May 19, 2020.

Jim Collison 0:17

Called to Coach is a resource for those who want to help others discover and use their strengths. We have Gallup experts and independent strengths coaches share tactics, insights and strategies to help coaches maximize the talent of individuals, teams and organizations around the world. If you're listening live, love to have you join us in our chat room -- actually, off our live page, there's a link right above me. Take you to YouTube. Sign in and get us -- get in the chat room. You can ask your questions live. If you're listening after the fact, you can -- and many of you will be -- you can send us an email: coaching@gallup.com. Really the best email address for any questions you have; we'll get that routed to the right person here at Gallup. Don't forget to subscribe there on YouTube. So if you're watching us on YouTube, there's a subscription button down there. Hit the "Like" button while you're at it. Just down there; it helps us get discovered as well. And if you're listening to us in a pod -- on a podcast player, you want to do that, you can just search "Gallup Webcasts" on any podcast app. Sallie Peters is my guest today. Sallie works as a Permissions Program Manager (that sounds super important, Sallie) with Gallup here and it's always great -- I've been dying to have you on Called to Coach for the longest time. Welcome to Called to Coach!

Sallie Peters 1:15

Thanks for having me, Jim. I'm super excited to be here.

Jim Collison 1:17

Good to have you. We have this thing at Gallup. We call it "Focus on You" -- a little bit about you, who you are. You didn't put it in the notes, but you're gonna have to say your Top 5. Right. So you'll have to do that. But to give us a little background on you, Sallie.

Sallie Peters 1:30

Yeah, of course. So I launched into my career at Gallup almost 13 years ago. And I actually started in the consulting side before I recruited a ton of people to Gallup, and it got the attention of the CHRO at Gallup, Matt Mosser, who said, "I think you have a future in recruitment!" So I carried the torch for Recruiting and Talent Resources and our employment brand for many, many years -- pretty much the bulk of my career at Gallup -- and then more recently stepped over to the licensing and permissions world. So some of you may have known my predecessor, Jessica Kennedy. I'm stepping into her role and really owning everything permissions and licensing as it relates to the big Gallup brand. All the IP, the trademarks, the registered copyright material, and it really was just a great natural path and progression to take this on. It's been really fun, and I've really enjoyed getting to know the coaching community a little bit better, but we're just warming up and just getting started really.

Jim Collison 2:32

Yeah, your and I's paths are very similar. I came from IT management. You were doing consulting. We came together. We recruited for a lot of years together. So you and I have spent a ton of time together in recruiting and then a little divergence as you've gone into permissions. I've been in the coaching community for the last 6 or 7 years. And so great to kind of partner with you again on this, as we think about -- you're going to be in our world a lot.

Jim Collison 2:57

Did I hear? Did I hear it right? Are you also a Certified Strengths Coach, is that correct?

Sallie Peters 3:01

I am! I, as of a week ago, officially joined the "cool kids club" and became a Certified Strengths Coach. And part of that was very -- with a lot of intentionality. I wanted to understand what's the path that our coaches have walked, and how can I best be a great advocate and partner for you, having gone through that path as well? So I feel very honored and excited to be a part of this, this community as a coach too.

Jim Collison 3:26

Yeah, no, great, great to have you in that, and great to have you a part of that. That's always -- it's always nice when it's that way. We want to spend a little time just bringing folks up to speed. We've got a whole bunch of new people in the community. I had, I had Jessica on 2 years ago, maybe 3 at this point -- the last time we really had this discussion. And it was super helpful in the day to have that discussion, to kind of level-set everybody for expectations. We -- the reason we're doing this now, and we're going to do it more frequently in the future, is just to kind of reset for the new folks. And so there'll be a ton of folks. So, Sallie, take us back a little bit. Where did this program come from? What kind of things did we learn? And then we'll, we'll look ahead.

Sallie Peters 4:02

Yeah. So Jessica Kennedy, as I mentioned before, is, she was my predecessor, and her in, in tandem with a whole bunch of people at Gallup really got the program off the ground, I would say about 3 years ago. And then I stepped in a couple months ago and have really taken the ball and run with it. But I think that there is this world that is a lot, it's a lot of gray, right? Like where does a coach's product terms of use end? And then where does licensing begin? And how can I be a person who can help facilitate the process but also create a lot of transparency and guidance on the rules of engagement with Gallup when, when using or leaning into any of our intellectual property or trademarks or copyrighted material?

Sallie Peters 4:55

You know, I think, so, Jim, like I love working with people that have an entrepreneurial mindset and who are thinking really progressively about how do we take the strengths movement up a level. And so I get really energized by connecting with people with great ideas. I mean, you have Ideation Top 5; you're somebody who I love to pick up the phone and talk with and just pick your brain about things. So I love working with individuals that come to the table with a really developed business plan or idea, or proof of concept on a book, and partnership. And that's what this program is really designed to do. It's designed to have a very consistent process for vetting these opportunities, and then, of course, figuring out and coming to terms of agreement that allow you to enter into commerce and sell your product in partnership with, with the big Gallup brand.

Sallie Peters 5:52

You know, we've spent a ton of time, energy, research, science, investment -- decades of research -- building the Gallup brand to what it is today. And so I like to think of my role as kind of 2-part: It's, one, it's really protecting that. But then it's also figuring out a way that we can partner and really take that strengths movement forward in a in a productive and positive way where everybody feels good about it.

Jim Collison 6:15

You kind of mentioned the word "consistent." In this and this is anything but a consistent business, right? Everybody comes with different ideas, everybody comes, different ways of wanting to do things. I think our approach has changed, as we think about going back in some ways. Our approach has changed to this over the years, as we learn and figure things out. I think -- I go back to those early days with Jessica. We were trying to figure out in those days as well; it was like, OK, what do we want to do and how do we want to do it and what's best for everybody in this? And and, and so we've worked through a lot of those, we worked through a lot of those processes. One of them is, in the early days, Jessica had a really nice licensing kind of FAQ. Any plans on that FAQ to kind of work on that, maybe rerelease it?

Sallie Peters 7:03

Yeah, we are actually in the process of revamping it, kind of giving it a little bit of a facelift, if you will. So it'll look a little different. The current document that we're using is like 5 pages long, it's very heavy into like legal talk. We want to make it a quick 1-pager where it's super crystal clear what the process looks like and what the parameters are that are involved with the program, and kind of what also the timeline will look like from beginning to end. So hopefully getting ready to release that, probably shortly after the summit. So a few more weeks yet, but when we do that will definitely be a great resource that you can come to me directly for. We don't have it set out there for the, for the world yet, but just ping me, email me, call me. I'd be happy to get that into your hands.

Jim Collison 7:51

Yeah, and I think I would say we're going to talk about inquiries here -- kind of the different varieties that we get. But I think a lot of -- from my experience as we, as we dive into this, has been I think I've heard of a lot of, a lot of ideas come out. And I, I want to tell people, the idea that you have is almost 10 times harder than you think it is. This is, this space is not, I think some folks over a weekend get an idea and they're like, Oh hey, this would be really, really cool. And, and this area is, is hard. It's a, it's not a difficult -- I mean, it is a difficult place to navigate. And so folks going in, I do want to set the expectation that, that this is, this is some work. We spend a lot of time; these are not, you came up with the idea on the weekend; by Wednesday we have it approved. That's not generally the way this goes. But to flesh that out, Sallie, a little bit, let's talk a little bit about what kinds of inquiries do you get? What, what kind of questions are you hearing and, and what, what are we seeing people coming to us with?

Sallie Peters 8:52

Yeah, I kind of see it all, Jim. I see things like, Can I take a few of the activities from ASC [now Gallup Global Strengths Coach course] and repackage it into my own workbook and sell it? Can I build my own strengths-based course? Can I, can I do that digitally? Can I, can I package it and sell it digitally? Can I create Clifton StrengthsFinder merchandise? Anything under the sun; I get lots of different ideas in that, in that realm. A lot around writing a book, and things as simple as just making mention of a few of the strengths versus all the way up to having whole chapters dedicated to it or having the concept really infused to the whole book. I also get things about even just using like a snippet, or referencing Clifton StrengthsFinder in a book, almost as like a calling card-type of situation. And all of these requests are managed a little differently. So, like you said, it's a lot of gray, a lot of -- it's not a one-size-fits-all program. We're constantly figuring out what is the best channel to sort through the requests and get them handled in as timely a fashion as possible.

Sallie Peters 10:03

One that I've been getting a lot lately, which was really kind of neat, was we're getting a lot of requests to read aloud How Full Is Your Bucket? for Kids from some of the schools that have dealt with the COVID-19 pandemic and having all schooling go online. And so part of my job, too, is a feedback loop. So I'm feeding that information back to our leaders at Gallup and they're putting together great options for our schools. So we had Dr. Mary Reckmeyer, who's one of our leaders and the author of that book, do a read-aloud, and do it on YouTube for everyone to access.

Sallie Peters 10:40

So I'm constantly troubleshooting and figuring out the best ways to streamline and listen to kind of what the market is asking for, but work in partnership, not only with the community but also with our, our team internally to get those those needs met.

Jim Collison 10:56

Yeah, and a couple, I think a couple of areas when people think like, When do I need to start thinking about this? And generally, there's two specific areas that we -- I think we get a lot. And you can then maybe fill in the back end on this. One is when it's going to go on YouTube. Like when you're creating things that are media-driven, right. There are podcasts, there are YouTube channels, there, there are video and audio content. And it is, that is one type of query that we get.

Jim Collison 11:25

Then we get print material, things that, like, like you mentioned, we get the ideas around, Hey, I want to add this to that. I want to display these things here. Those are print materials -- books are oftentimes what we think of, but you and I see pamphlets and, and notebooks and things like that. And so when you're starting to think about those, any of those two areas, that's kind of when we, when we want to get involved if that's -- if it's going to have anything in that. Because both of them have very, very different permissions associated with them, right. And the nuances of them are very, very interesting. Sallie, anything I missed as we think about those two, what else do you see? Or what else have you seen that may be different than those two?

Sallie Peters 12:08

Yeah, I think it's a great, it's a great point, Jim. I would say that we break them up into two very distinct categories. So you have your content licensing, which is more books, like, like Jim alluded to, and then, of course, merchandise, which is any of your tangible T-shirts, customized notepads, the mugs, anything that you want to kind of leave as a leave-behind gift type of thing for any of your coachees, those sorts of things.

Sallie Peters 12:37

We have maybe 12 licensed vendors that we work closely with. So one example of a content licensee is Carol Anne McGuire. She wrote a book called Heroes of the Faith, and it's a really cool book about biblical figures, historical figures and kind of looking at their lives or the patterns of the stories in scripture as it relates to their strengths. So there's a, there is an example of somebody who took strengths and really infused it into a book in a way that required a licensing agreement. She's also interesting in that she's got some merchandise as well, some cool artwork. So she, her, her agreement is kind of a combination of two different agreements.

Sallie Peters 13:23

But the merchandising side -- a good example of that would be someone like Scott Mackes, who runs the shop strengthsmugs.com, where you can get customized Top 5 on a mug, really clean ordering process; he can handle bulk orders, just a really great human being, a great partner. I really enjoy working with Scott. Another example of a merchandise licensee would be someone like Lisa Marks. She owns the business On Your Marks Targeted Brand Promotion, and she does a ton with customized T-shirts and notepads and all kinds of things.

Sallie Peters 14:02

So, you know, oftentimes people will call me and they'll say, I think I want a licensing agreement because I need, you know, 5,000 customized T-shirts for XYZ for my university or for my organization. And I usually come back in them and say, Do you really want that licensing agreement? Because it's going to take kind of a long process, and we're going to have to figure out your business plan and all of these things. Or do you, do you want to connect with some of our current licensees and, and just place an order and make it simple? So there's lots of options. I think, I think our community is very hungry for content and for merchandise, and so I can be that point person running aircraft -- air traffic control on, on where you can find some really cool things, but yet not have to jump through all the hoops in the process of applying for a license agreement.

Jim Collison 14:55

What about software? We have a couple, we have a couple folks doing software?

Sallie Peters 15:00

Yes, we currently have two individuals that are running businesses in that space. And that actually is a huge area of growth for us. I've seen, in my short time in this role, a ton of inquiries in this space. I would say that that looks a little different. We really individualize to that. It's harder. It's not so black-and-white in terms of, like, we need X number of, you know, payments quarterly on product sales, or, you know, revenue from selling books. Technology and apps, it just gets a little bit more tricky, and it's so embedded and it evolved so quickly that those are a little bit more, I would say, individualized. So if you're currently operating in the market, and you're worried about like, Oh, shoot, I don't have a license agreement, just call me. We'll talk through it. We'll figure it out and make sure that everybody feels good about kind of how they're operating in the market from a license perspective. But that definitely is a huge area for us. It's taken off, I would say in the last probably 6 months to a year.

Jim Collison 16:07

Yeah, and I think it will continue to be a space, right, as the world moves that way with apps. When we think about licensing, we often think about the financial components of these and how this works. And while we won't necessarily talk about a specific fee structure today, that is a component of this. Can you give a little, a little insight on that?

Sallie Peters 16:27

Yeah, as it stands today, there is a flat fee, a flat $1,500 fee. And then what we like to see is quarterly payments on product revenue or product sales -- sorry, product sales -- of 15%. And it's a pretty clean, easy process to follow. We work really closely with our accounting team to get reporting from our licensees, and it's just a great kind of partnership that happens. With technology, it's a little bit different, like I said that it's nuanced a little bit. So that's not necessarily the fee structure that applies there. But I always encourage anyone who puts an application in that if it moves to a stage where there is an agreement that's going to happen, that they have some sort of legal representation because we work really lockstep with our Legal team in this process as well. I always think it's good, anytime you're working with contracts, or -- I'm not a lawyer. I don't -- there's a reason why I didn't get my J.D. But we do definitely work closely with Legal in this process. And so I always encourage individuals to have legal representation and Legal kind of take a peek at the agreement before they sign anything, of course.

Jim Collison 17:35

We spend a lot of time answering questions, kind of the difference between what's licensing and what's permissions? And this permissions I'm going to show on the screen here in a second, but -- because we have a page, we've actually developed a brand new page for this off our, off our Legal site. So if you go to gallup.com/cliftonstrengths, and go all the way to the bottom, there's a little, little word that says "Legal." Click on that. It'll take you to a page. I'm going to show it here, Sal, but let's talk a little bit about -- when we think about the difference between the two, what, how do we approach those two?

Sallie Peters 18:04

Yeah, so permissions really comes into play when somebody wants to reprint or reproduce an excerpt or a fact that Gallup's published in our own current material. So permissions might be a better fit if you're just wanting to reference something, kind of, I think, in like, like brevity, or like something very concisely in your, in your, in your publication. And we use a vendor; one of our preferred vendors is called Copyright Clearance Center. And they are phenomenal. The site can be a little tricky to navigate. So if you have questions or get into it and you feel overwhelmed by it, you can contact me or I can put you in touch with someone from CCC to help you navigate it. But they really are our preferred kind of channel for permissions requests simply because they do the heavy lifting on the administrative side of, you know, accounting for it, collecting payment on it, and that sort of thing. And we already have some pretty great pricing grids already automated into it.

Sallie Peters 19:15

So, again, if it's something you just want to reference, then that would probably be a more appropriate avenue than like a full-blown you know, licensing agreement. And some examples of that might be like if you go to gallup.com and you see a chart or a graphical that you want to put into your own, you know, book or publication, then you can use, you know, CCC for that process. Or, if you want to include an excerpt from even something like SF 2.0 in any training material, something brief. When where it toes the line and it gets a little hazy is when it's like an abundance of information or conceptually really embedded into something big, then that's when we need to go the licensing route. But for a quick little excerpt or something, something easy or small or fast, Copyright Clearance Center is a really great avenue.

Jim Collison 20:08

Yeah, good way and easy way to get that. I think most people's questions, too, come around when I'm using the 34 themes or and we have a whole page of all of our trademarks that are out there. When I'm using those, how do I -- you know, it's confusing, oftentimes, and each one of those has a trademark associated with them. That's available, we have a list of all of them; you just need to include that in what you're writing plus give attribution for it when you're putting them on blogs or when you're, when you're, when they're showing up in print, right. Those kinds of things need to happen as well. We have that all outlined in the permissions section.

Jim Collison 20:42

But that Sallie that's -- I get that question all the time from folks: Do I, do I have to put it on every single time? Yes, every single time and then every single page has to have attribution to who that belongs to. The idea behind that right is when someone comes across this trademark, then they know, Oh, OK. This is who this trademark belongs to. And very, very important that we defend all those -- the uses of that. Because if you if you stop defending it, the courts are not as helpful in the future if you try to defend it and get it back. So we have to do that as well. What is the journey? So I've got some ideas. I'm thinking about some things. Where does that journey start? What does it look like? And when do they do it?

Sallie Peters 21:20

Yeah, I think the earlier, the better. I think it's hard sometimes when things are in market or it's after the fact or we're an afterthought. I think if, if you have this idea and you're very serious about it, like Jim said, and you have a lot of specificity with how you want to get it off the ground and launch and partner with us, then the earlier, the better. So I would say first-stop shop, come to Sallie Peters. I'm here to help you. I will provide you with any kind of documentation so that you can really hone in on how you want to launch whatever idea it is that you have or what those like next logical best, best steps would look like.

Sallie Peters 22:01

So really, the first step would be submitting an application. We have a pretty intensive form that we would send you via PDF that you would fill out. I think the best applications add in some sort of, like if it's a book, like a proof of concept, or an outline of how our material will show up in your book. If it's merchandise, any sort of mockup, you know, right down to the vendor that you would go through to put it on a pen, or to put it on a T-shirt or a notepad. You know, just really helping us understand what the production would look like, too, and what your goals are for your, for your program or for your business.

Sallie Peters 22:46

After that, again, I think the more I can tell the story and pitch your idea back to our team internally at Gallup, the better, so the more information you have and the more strategic you are about it, the better it's -- it's more inclined to get approval and move forward. But what I do is every 6 to 8 weeks, I meet with a team internally at Gallup. And they really are stakeholders from across the organization that get around a table. And it's almost like Shark Tank. I come in and I share out the ideas that have come across my desk, and we walk through them. And we talk about them at length, and we kind of strategize and think about what that partnership could mean and look like for us. And then from there, it's pretty clear-cut, you know, yes or no, who would move forward; who wouldn't? And the why behind it.

Sallie Peters 23:36

And then, and then if you move forward to an agreement, it's a little bit of back and forth with Legal teams, and then signed agreement. And then we'd like to see a final mockup of whatever it is or the final product that you're going to put into production, and then away you go. So it's, it's pretty, it's pretty seamless. It's pretty buttoned up. It's pretty consistent, which I really, really like. But there is that lag of, I would say, 6 to 8 weeks where we're just collecting an, an ongoing inquiries coming in, applications coming in that we consistently vet. So we last met in mid-April; we're going to meet again in June, just so that you kind of have an idea of what that cadence looks like.

Jim Collison 24:19

So it's a while. I mentioned this early in the show: This isn't a, I come up with the idea on the weekend; we have it approved by Wednesday. So kind of takes a while to get us through the process. Derek asks a good question: When we think about our Certified Coaches and licensing, is it any different for them than it would be for just somebody coming off the street?

Sallie Peters 24:36

It's a great question. Thank you for asking that. I, I love working with the coaching community because you have just another level of understanding what it's like to be a coach and how to take it into the world, that someone who isn't privy to a certification, you know, a Gallup certification as a coach, just doesn't bring. And so I have found, working with the coaching community, there tends to be a little bit more just gumption brought to the mix and understanding and investment that comes because you just get us; you know, you've lived it, and you're living it.

Jim Collison 25:15

Yeah, well, when I -- what I found is in our certification courses, and actually all the Called to Coaches, Theme Thursday, we don't teach anything about business or licensing. And so, Certified Coaches don't come with any learning advantage than somebody off the street. Now, oftentimes, we're going to spend a little more time with our Certified Coaches that are making that happen and making it work. Honestly, we don't get a lot off the street. It's probably -- don't you think -- it's mostly our, from our Certified Coaching community that we get folks anyways? But every idea still has to be vetted; every idea still has to go through the processes to get those things done, because they're all different in that. So, Derek, it's a great question; doesn't put you in a disadvantage, from that standpoint. There's no way in in a sense because, again, we don't spend any time in the, in the training talking about that. So that doesn't put you in an advantage from that perspective. Contact information for you, Sallie? You mentioned they could contact you, but really what's the best way to do that?

Sallie Peters 26:10

I would say email and it's Sallie -- S-A-L-L-I-E_P-E-T-E-R-S sallie_peters@gallup.com.

Jim Collison 26:18

If you can't remember -- if you can't remember that, coaching@gallup.com. Well, you can, you can send that request in there and I'll get it to her -- again --

Sallie Peters 26:28

Or you can contact Jim Collison and he will send it to me too!

Jim Collison 26:32

Sketchy; don't do that. The, the Legal, the, by the way that link, that Legal address, down at the bottom of any page at gallup.com. So if you do that and head down there, click on the Legal button; it'll take you, it used to be, we used to have those all different sites. And they in the last year or so brought those all into one page. So pretty easy to, to roll through. If you have questions, a great place to start. I ended up kind of referencing those sites a lot as folks are asking me questions. Speaking of questions, What other kind of questions do you get, Sal, while you -- when -- what are some frequently asked questions of you in this process?

Sallie Peters 27:06

Yeah, I think a lot of people just like the clarity, right? Like they'll see someone using strengths in a way that maybe doesn't, they, they're uncertain about; they don't know about. One of the things that all of our licensed partners have access to is a kind of a seal of approval. There's a logo that they get for being a license, a licensee. So if you have questions, or you see that, look for that logo on websites or on even product packaging, or on the inside of a product, and that will indicate kind of who, who has had the, the blessing from the Licensing Department and maybe who isn't.

Sallie Peters 27:47

But yeah, I think really, the questions that come into play for me are, Where do those product terms of use end and where should a licensing, like a licensing agreement begin and what's the, kind of what's the the rules of engagement there? So if you enter into commerce using any of our IP trademarks or copyrighted material, if you sell that, then it does require a licensing agreement. So when I think about like coaches and coachees, you are free to use whatever you need to use to facilitate those coaching relationships and, and partnerships. It's when you perhaps are interested in taking something from the ASC course, repackaging it and selling it to other coaches or huge organizations. That's where it starts to get a little bit -- that's where I get a lot of questions on the do's and don'ts of how to operate in market. So I would say that, that encompasses a lot of the questions.

Jim Collison 28:51

Yeah, and one of the questions I get all the time is about repackaging for use online. This is where it gets a little sticky. Many of our materials -- I think about the handouts that we provide -- are licensed to you for to be reproduced and used in a, in a, for personal use. What that means -- when -- I think a lot of people get confused by that, what they think when they say "personal" -- just for me? No, no, that's for you and your practice. Like this, it's the things you're doing is a normal part of being a coach out there and doing coaching.

Jim Collison 29:19

But what often happens is those things get reproduced and find their way to the internet. Now they're in a different light, right? That's, that's outside of personal use. And now they're in a public space. They end up on Facebook; I have to take these down quite frequently when I go through the file section because this is was, was intended for, for your private use. The use for you now is in a public space where people can grab that -- even in some of our controlled public spaces, that gets a little sticky. Each one of the forums has a, has permissions in it. And our permissions site has a lot of directions on it. It's -- it can be confusing, and there's a lot of words; I totally get that.

Jim Collison 29:56

So if you have questions, contact us; just send us a note: Hey, how can I use this? Is it OK? It's a lot better to ask ahead of time. You know, some people say it's better to ask for forgiveness than for permission; not in this case! You definitely want to ask for permission first. And oftentimes, it's explicit on how that can be used. But a lot of people getting confused, right? So they, all of a sudden, they take a form that we have, and they start posting it on their website. Like OK, I make this available -- that can't, in a lot of cases, that can't work. Cause now that's public distribution for something that was intended for private use. So have to be really, really careful in that.

Jim Collison 30:34

One of the other, Sallie, one of the other sticky points we get is where coaches begin to try to copy their materials so they look exactly like ours. Now, I know, we know why they do that, right? And folks just want to associate or be as close to us as possible. But that also gets sticky because then you begin to represent that you are an employee of Gallup, and of course, that's not true either. There's, this has, it's a kind of a gray space, because it's hard, right, it's hard to exactly tell what is and what isn't. Any advice that you'd give or anything else that I kind of missed on that, to say, if you're using these things in this way, be really, really careful. Anything else you'd add?

Sallie Peters 31:13

Yeah, I would just say, up like, I think you said it beautifully. And you you kind of nailed it. You know, if you even have questions now and you're operating in market, and you're like, Oh, I wonder if I'm, you know, playing by the rules or doing this right? Just call. I'm happy to be a resource for you and coach you. Like I said, I kind of wear two hats, where I'm really helpful in terms of, you know, kind of the rules of engagement, but I'm also somebody who knows that, you know, a lot of people out there might not know. And I can help educate and teach you on how that will work and how that will look and kind of the do's and don'ts of how to reflect that you're a part of the coaching community in a way that feels good for everybody.

Jim Collison 31:57

Yeah, and make sure you're using, if you're a Gallup-Certified Coach, make sure you're using that logo as you're putting things together; that's always very helpful so folks understand that that relationship between who you are and who we are. That just kind of makes things go a lot smoother there. Any other, any other questions, Sal, on this? Anything we might have missed? Any other -- there's a couple of questions from the chat room, but let me throw it to you. Any other, any other thoughts?

Sallie Peters 32:23

No, I think the only other thing is I'm, I didn't talk about my Top 5! I'm Woo, Relator, Communication, Positivity and Responsibility. And with 19 days until the summit, the virtual summit, I'm like kind of sad because I really wanted to meet a lot of the coaching community in person and connect. And that's my Woo-Relator struggling in quarantine that I was so looking forward to bust out and meet everybody. But I will be trolling around on virtual summit, and feel free to reach out and call me and we can connect via Zoom or phone, email, whatever works best for you. I'm just really excited to be in this, in this role and to be working with you, Jim, and the rest of the community.

Jim Collison 33:07

I think you said best way to probably start that is always email, right, for someone to send you an email first, just sallie_peters@gallup.com; coaching@gallup.com will get you the same thing, and then Sallie reach back to you with a, with a, with a number, resume, connector -- the ways to get done there. Do you, do we, have we published a list of our licensed partners? Heather asks that question.

Sallie Peters 33:28

Yeah, great question. We're doing a little bit of a shift to -- what is it, store.gallup.com or gallup.store.com? I always get mixed up.

Jim Collison 33:36

store.gallup.com.

Sallie Peters 33:38

Yep. And so we did have all of our licensees kind of highlighted on the old shop, and it's not yet making the move to the new one. But if you have questions or want to know, you can, you can come to me direct. I also would love to somehow partner with our newsletter that goes out, just to highlight our spotlight some of our, our partners in that space just so that people can kind of know who to go to as well.

Jim Collison 34:05

Yeah. Christy asks, Is there anywhere you could go to get a pre-approved list of items you can use within social media and etc.? Your thoughts on that? I've got some, but --

Sallie Peters 34:16

Yeah, I, that one kind of stumps me; that one's, again, a little gray area.

Jim Collison 34:20

Yeah, well, social media is one of those spaces -- it's just like any other, any other area: You do not want to misrepresent yourself, as, you know. So if you're sharing our content that's out there, you want to make sure you're very, very clear, and give attribution to it, where it's coming from. Most sites do that pretty well. You think about LinkedIn: You go to our web page, you want to share that web page, there's a Share button there. So if there's a Share button as a part of that for all the social media sites, that means it's preapproved to share at this point. If you purchase something from us, let's just say you purchase It's the Manager, and you -- the book, It's the Manager, and you begin to, to replicate large sections of that online. That's doesn't have a Share button associated with it. So probably not preapproved for social media.

Jim Collison 35:07

So kind of think about the intent and what it's there for, where it's at, and the media that it's coming in. What is it intended for? And, and why did we make it? And if you paid for it, chances are it's not. Now not in every case. If it's free and available online, chances are you can, but that -- this is where it's, you kind of need to engage the brain just for a few minutes and go like, OK, is -- what's the spirit of the law here? What are we trying to do with this? What's the right thing to do? And if you have questions, shoot us an email: coaching@gallup.com. And those all come to me, so I can answer that there pretty quick, and have it, have it back to you fairly quickly. Let's see if there's any other questions on that. It's gonna generate a lot of email for you and me over the next couple weeks. These always, these always do. All right, anything you want to close with?

Sallie Peters 35:59

No, I feel like I've covered it all. I, Jim, I just really appreciate your partnership here. It's been fun. I really enjoy connecting and sharing more information about the licensing and permissions program. It's a great program. It's -- I'm adding a lot of structure, a lot of communication, all the, all the great things that I love to do. I'm bringing it to the program. So I look forward to hopefully connecting more and more, and hopefully I get invited back. I don't know. We'll see.

Jim Collison 36:25

Oh, I'm sure. I'm sure you will. I don't know. I mean --

Sallie Peters 36:27

I don't know -- the jury's still out.

Jim Collison 36:29

Slip me a $20. We'll be all right with that. If you have questions we didn't answer, and there will be those, send us an email: coaching@gallup.com with your question. Give us as much information as we can. I know there's been some questions about we have that, we have that presentation. It's a PowerPoint presentation inside the kits that's got a lot of great stuff in it. There's permissions associated with that; they're written in it as what you can change and what you can't. So in a lot of cases, you can't. But specifically, it's in there; if you got questions, send us an email: coaching@gallup.com.

Jim Collison 37:01

With that, we'll remind everyone to take full advantages of all the resources we have available now through Gallup Access. Head out to gallup.com/cliftonstrengths. On that page, all the way at the bottom, you can -- that Legal button is down there. Just click on that; it'll take you to the Legal page if you want to get any information on that as well. While you're there, you can also subscribe, towards the bottom of the page too, you can subscribe to our CliftonStrengths Community Newsletter, available every single month to kind of keep you up to date on this. And you know, you may see some information from Sallie showing up in that thing in weeks and months to come. If you have any questions, I mentioned that coaching@gallup.com. You can also follow us on Eventbrite: gallup.eventbrite.com. (B-R-I-T-E) Follow us there; you'll get notifications whenever we schedule these. We'll try and get you on about every 6 months I think is probably the right frequency for this one. We are 13 days out from the Gallup at Work Summit. You don't want to miss this if you're listening live. If you're list -- you've missed it, if you're listening to this on the recorded version, you missed it. If you're listening live, you still have time: gallupatwork.com. Great price. 20 hours of learning, available for 3 months. All the cool kids are going to be there. We're breaking records now; we've gone well past what we've had in person. And so we'd love to have you there as well: gallupatwork.com. All the information's there: agendas posted, keynotes got announced yesterday (today's Tuesday, right)? Keynotes got announced yesterday, and it's just going to be an exciting time. And then some -- there's going to be some shenanigans at the 4:00 hour when we finish that thing up. And those guys are just kind of sketchy, but we're excited to close it for you that day. Join us in our Facebook group: facebook.com/groups/calledtocoach. And if you want to find us on LinkedIn, maybe you're not a -- or a Facebooker, search "CliftonStrengths Trained Coaches." You'll find us there as well. Want to thank you for joining us today. We'll do a little bit of a postshow if you're staying around live. And with that, we'll say Goodbye, everybody.

Sallie Peters' Top 5 CliftonStrengths are Woo, Relator, Communication, Responsibility and Positivity.

Learn more about using CliftonStrengths to help yourself and others succeed:


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