Assessment

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Welcome. Tell us about your business.

Which best describes you?

Business Owner

Entry Level Manager

Middle Manager

Executive

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Which best describes your organization?

Technology

Health care

Manufacturing

Non-profit

Religious non-profit organization

Marketing/advertising

Direct sales

Education

Retail

Construction

Finance

Real Estate

Other

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What’s your company’s annual revenue?

$0-$10mm

$10mm-$50mm

$50mm-$100mm

$100mm-$1bn

$1bn+

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How many employees do you have?

It’s just me

1-25

25-100

100-300

300-700

700+

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What's your top issue of concern?

INSTRUCTIONS:

In the following sections, you’ll look at FIVE, KEY, MANAGEMENT COMPONENTS.

Select each answer on a 1 to 5 scale.

There’s a secret to getting the most value out of this exercise:

Take your time.
Visualize specific examples, such as individuals, emails, meetings, and personal interactions.

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COMMUNICATION

How satisfied do you think employees are with the frequency and quality of communication they receive?

1. Completely Dissatisfied

2. Somewhat Dissatisfied

3. Neutral

4. Somewhat Satisfied

5. Completely Satisfied

How satisfied do you think employees are with the clarity and frequency of company announcements and updates?

1. Unclear & Infrequent

2. Somewhat Clear & Infrequent

3. Somewhat Clear & Occasional

4. Clear & Occasional

5. Clear & Frequent

Rate the ease of information flow between departments within your company.

1. Difficult

2. Challenging

3. Somewhat Challenging

4. Moderately Easy

5. Optimal

How well do you (or your managers if for the organization) communicate goals and expectations to their teams?

1. Poor

2. Mediocre

3. Adequate

4. Well

5. Very Well

Are team meetings focused, productive, and result in clear action items?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Almost always

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PLANNING

How effectively are individual team and department goals aligned with the overall company strategy?

1. Poorly Aligned

2. Somewhat Aligned

3. Moderately Aligned

4. Well Aligned

5. Strongly Aligned

How well are plans documented and communicated to all team members?

1. Not documented or communicated

2. Rarely documented or communicated

3. Occasionally documented and communicated

4. Somewhat documented and communicated

5. Uniformly documented and communicated

How well do you (or your managers if for the organization) set clear and achievable goals for teams or projects?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

How do you (or your managers if for the organization) prioritize tasks and allocate resources to meet deadlines and objectives?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

Are operational plans developed to achieve strategic objectives, with timelines and resource allocation?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

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PEOPLE MANAGEMENT

How effectively does your company provide constructive feedback and performance coaching?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

On a scale of 1 to 5, how well do you (or your managers if answering for the organization) provide opportunities for professional development for their teams?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

Rate the effectiveness of your organization's performance management processes.

1. Ineffective

2. Somewhat Effective

3. Moderately Effective

4. Effective

5. Highly Effective

Does the company have a clear structure for roles and responsibilities within teams?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

Does the company foster a culture of collaboration and teamwork within and across departments?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

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DIRECTION SETTING

Do employees understand how their daily tasks contribute to achieving company goals?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

Does your company hold regular meetings or discussions to ensure alignment with company direction?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

On a scale of 1 to 5, how well do you (or your managers if for the organization) inspire and motivate their teams to achieve goals?

1. Ineffective

2. Somewhat Effective

3. Moderately Effective

4. Effective

5. Highly Effective

How effectively do you (or your managers if for the organization) delegate tasks and empower their teams to make decisions?

1. Micromanaging

2. Close Monitoring

3. Delegation with Oversight

4. Supportive Coaching

5. Empowering

Do employees feel a sense of purpose and understand how their work contributes to the bigger picture?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

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MEASURING & MODIFYING RESULTS

Does your company have a defined set of key performance indicators (KPI's) for tracking progress?

1. KPI’s poorly defined

2. Needs Improvement

3. Somewhat Defined

4. Mostly Defined

5. KPI’s well defined

How effectively does your organization track key performance indicators (KPI's)?

1. Ineffective

2. Somewhat Effective

3. Moderately Effective

4. Effective

5. Highly Effective

How regularly are performance metrics reviewed and analyzed by leadership and teams?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Standard operating procedure

Do employees receive feedback on how their performance contributes to overall results?

1. Not at all

2. Occasionally

3. Somewhat consistently

4. Frequently

5. Very consistently

Is there a culture of continuous improvement and adaptation based on data and feedback?

1. No continuous improvement culture

2. Some initial efforts towards continuous improvement

3. Continuous improvement is a stated goal, but implementation is inconsistent

4. There is a systematic approach to continuous improvement, but it is not fully embedded in the culture

5. Strong continuous improvement culture

Congratulationson taking this important step in your professional growth!

Welcome. Tell us about your business.

Which best describes you?

Which best describes your organization?

What’s your company’s annual revenue?

How many employees do you have?

What's your top issue of concern?

INSTRUCTIONS:

In the following sections, you’ll look at FIVE, KEY, MANAGEMENT COMPONENTS.

Select each answer on a 1 to 5 scale.

There’s a secret to getting the most value out of this exercise:

Take your time.

Visualize specific examples, such as individuals, emails, meetings, and personal interactions.

COMMUNICATION

How satisfied do you think employees are with the frequency and quality of communication they receive?

How satisfied do you think employees are with the clarity and frequency of company announcements and updates?

Rate the ease of information flow between departments within your company.

How well do you (or your managers if for the organization) communicate goals and expectations to their teams?

Are team meetings focused, productive, and result in clear action items?

PLANNING

How effectively are individual team and department goals aligned with the overall company strategy?

How well are plans documented and communicated to all team members?

How well do you (or your managers if for the organization) set clear and achievable goals for teams or projects?

How do you (or your managers if for the organization) prioritize tasks and allocate resources to meet deadlines and objectives?

Are operational plans developed to achieve strategic objectives, with timelines and resource allocation?

PEOPLE MANAGEMENT

How effectively does your company provide constructive feedback and performance coaching?

On a scale of 1 to 5, how well do you (or your managers if answering for the organization) provide opportunities for professional development for their teams?

Rate the effectiveness of your organization's performance management processes.

Does the company have a clear structure for roles and responsibilities within teams?

Does the company foster a culture of collaboration and teamwork within and across departments?

DIRECTION SETTING

Do employees understand how their daily tasks contribute to achieving company goals?

Does your company hold regular meetings or discussions to ensure alignment with company direction?

On a scale of 1 to 5, how well do you (or your managers if for the organization) inspire and motivate their teams to achieve goals?

How effectively do you (or your managers if for the organization) delegate tasks and empower their teams to make decisions?

Do employees feel a sense of purpose and understand how their work contributes to the bigger picture?

MEASURING & MODIFYING RESULTS

Does your company have a defined set of key performance indicators (KPI's) for tracking progress?

How effectively does your organization track key performance indicators (KPI's)?

How regularly are performance metrics reviewed and analyzed by leadership and teams?

Do employees receive feedback on how their performance contributes to overall results?

Is there a culture of continuous improvement and adaptation based on data and feedback?

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Congratulations
on taking this important step in your professional growth!