After you’ve made your quantity purchase, be sure to download the KD_Spreadsheet for Creating Group Accounts and carefully follow the instructions.

For example, if you are buying the OCA for one other person, fill out the spreadsheet for just that one person. If you’ll be taking the OCA along with other persons in your group, please make sure to also include YOUR information on the completed KD_Spreadsheet.

When you send your carefully completed KD_Spreadsheet to info@kilmanndiagnostics.com, also let us know the date when you want us to import your spreadsheet into our website and thus initiate the OCA process for your group members. Immediately after we import your spreadsheet, the one or more persons who are listed have 90 days to take their Courage Assessment and download the interpretive material for graphing and interpreting their scores.

If you’ll be conducting a coaching session, workshop, or other type of educational program for several persons (or someone else) and you want to make use of their OCA results before that event, ask them to send you a copy of their two courage scores and/or a scan of their completed Organizational Courage Profile.

Refund Policy: As stipulated in All Our Policies, within 30 days from the purchase date, if you change your mind about using the Organizational Courage Assessment for any reason (if, for example, your training program gets cancelled), just contact us and you’ll receive a full refund for any unused assessments. But we do not offer any refund, in whole or in part, once this initial 30-day period has elapsed or for any group members who’ve already taken the assessment tool.

Expiration Policy: For most group OCA purchases, the number of persons listed on the spreadsheet will equal the quantity of assessments that you just purchased. However, if you purchased a larger quantity of assessments than the people listed on your spreadsheet (for the purpose of taking advantage of our quantity discounts), we’ll credit your group account with those extra OCAs, which we refer to as, “open slots.” But you’ll need to submit another (entirely new) KD_Spreadsheet when you know the participants who’ll be making use of those open slots in your account, which then initiates their 90-day access period for completing the Organizational Courage Assessments.

Those “open slots” in your group account can be assigned to participants any time within ONE YEAR of the purchase date, after which, those “open slots” officially expire. But either before—or after—those slots expire, you can take advantage of our Renewal Policy to reactivate those open slots for one more year by paying 50% of the current price of that online product on our Special Payments page.

After you have sent us your carefully completed spreadsheet, you can then manage your group account all on your own, which is the standard practice for our OCA Buyers. Another popular choice: You can assign the remaining tasks of your OCA project to an experienced assistant or skilled project manager (especially for large quantity orders).

Essentially, it just takes a well-organized, detail-oriented person to efficiently manage a group account, since the most important tasks primarily include: reminding your group members to take their assigned OCA by a certain date, keeping track of who has—and who hasn’t—completed their survey, and reminding your group members to email their courage scores or Courage Profile to you (or a designated facilitator).

If you purchase a quantity of 10 or more assessments, upon your request, we’ll email you 1 screenshot of your group account, so you can see who has—and who has not—taken the assessment. However, since this extra service is time-consuming for us to manage on your behalf, we do charge $25 for each Extra Services Bundle, if you want to receive additional screenshots of your group account (see purchasing details directly below).

If you wish to purchase one or more of an Extra Services Bundle (for us to help you manage your group account), please visit Special Payments, scroll down to the bottom of that page, next enter the total amount for one or more of an Extra Service Bundle ($25 multiplied by the number of Bundles), and then complete your purchase. When the text box appears, Order notes, please enter: 1 Service Bundle for OCA, 2 Service Bundles for OCA, etc.

Please keep this in mind: If you (or another person) can effectively manage your group account, you won’t need us to provide you with one or more screenshots to help you keep track of your own participants. As a result, you won’t have to purchase an Extra Services Bundle (beyond the 1 bundle that’s automatically included with a quantity purchase of 10 or more Organizational Courage Assessments).