Each of the below assessments has a specific focus and purpose.

All the assessments provide a real-time picture (or snapshot) of where
you and your team members are not in alignment.


Scroll down to the bottom to get a general overview of each assessment.

(Sample statements for each category.)


Team Elements Assessment

(A team is any group, department, organization, or company that has a leader and members who are all committed to the same cause or initiative.)

Categories Covered: 

  • Communication
  • Culture
  • Self-Management
  • Trust and Cooperation
  • Action and Results

Organizational Health Assessment 

(An organization’s success, culture and health are greatly affected by how responsive it is to change [flexible vs. stable/static] and how interconnected its team members are [interdependent vs. independent]).

Categories Covered: 

  • Trust
  • Communication
  • Processes
  • Leadership & Change
  • Interaction
REMOTE WORK PIVOT – Organizational Assessment

*Created especially for remote working environments

Remote Work Pivot Assessment

(Rapidly changing times means organizations must to respond quickly.)

Categories Covered: 

  • Relationships
  • Communication
  • Technology
  • Systems
  • Support

Organizational Alignment Assessment

(Ensure everyone is singing [working] from the same sheet of music.)

Categories Covered: 

  • Relationships
  • Processes
  • Leadership
  • Customer Attentiveness
  • Sales & Marketing Effort

Organizational Continuity Assessment

(To ensure an organization maintains its effectiveness and efficiency regardless of where work is performed.)

Categories Covered

  • Communication
  • Resources (Tools, Technology & People)
  • Future Focus Points
  • Team Spirit
  • Systems
“NOTHING IS NORMAL” – Organizational Assessment

*Created especially for remote working environments

“Nothing is Normal” Organizational Assessment

(In chaotic times, assume nothing is working properly.)

Categories Covered: 

  • Rabbit Holes (AKA Chasing Ghosts)
  • Flying Saucers (Nothing is Real)
  • Hot Tamales (The Urgent Stuff)
  • SeaFire (Brilliance in the Unlikeliest Places)
  • The Last Mile (Always the Hardest Step)
Assessment Example Statements

ORGANIZATIONAL CONTINUITY Assessment Example Statements

  • Important and pertinent information flows through our organization quickly.
  • Managers are open to our ideas and suggestions.
  • We have the right tools and technology to effectively accomplish our work.
  • Our email system supports the needs of the organization. 
  • In the near future, we need to address how we communicate with one another.
  • In the near future, we need to address how to get client problems resolved quickly and effectively. 
  • We are members of a strong, unified group.
  • Our organization is managed and led in one direction.
  • Our work processes flow smoothly even though some people are working remotely.
  • Bureaucracy is to a minimum; few process problems slow us down.

“NOTHING IS NORMAL” – Organizational Assessment Example Statements

  • We typically don’t get sidetracked by problems.
  • Despite the current challenges, the confusion level on the job is low.
  • We have reliable data available to gauge our performance.
  • We know how many clients are happy or unhappy with our performance.
  • We are not experiencing an abundance or problems or challenges.
  • Managers are readily accessible when we need their support.
  • We quickly address client issues when they arise.
  • Ideas and suggestions from employees are being actively solicited and appreciated by the organization.
  • Despite the current challenges, the confusion level on the job is low.
  • The organization prides itself on providing clients what they expect; we don’t take shortcut or deliver incomplete work.

REMOTE WORK PIVOT – Organizational Assessment Example Statements

  • Coworkers are supportive of one another, especially when challenges arise.
  • Employees continue to strive for work excellence regardless of where we are working.
  • The information the organization shares about our progress is reliable and helpful.
  • Client contact continues to be a positive experience.
  • The tools and technology provided allow us to effectively support clients and coworkers.
  • Most everything we need to perform our jobs is available online.
  • Bureaucracy is to a minimum and rarely slows us down.
  • We routinely identify organizational or system challenges and address them as a team.
  • We have been assigned realistic goals and work expectations.
  • Managers are readily accessible when we need their support.

TEAM ELEMENTS Assessment Example Statements

  • The lines of communication on all levels are wide open on our team.
  • We conduct team meetings that are enjoyable, focused, comprehensive, and highly effective.
  • Our team is a diverse mixture of innovators, contrarian thinkers, and detail-oriented individuals.
  • Our team avoids gossip; we don’t talk badly about each other or other departments.
  • Our team typically stays focused on only 2 or 3 key objectives at a time until they are completed.
  • Criticizing or complaining is not the way we improve things as a team.
  • Personal agendas or bad attitudes are not tolerated; they are addressed quickly and constructively.
  • Our team does not permit turf wars, territories or departmental silos to exist.
  • All projects have milestones and delivery dates; the team and team members are held accountable for meeting them.
  • Team members have high expectations of themselves and one another.

ORGANIZATIONAL ALIGNMENT Assessment Example Statements

  • Managers do what is right for the client, for the employee, and for the organization.
  • Employees are considerate and respectful toward one another.
  • Employees are encouraged to innovate and improve upon work processes.
  • Work processes in the organization have been simplified for ease of performance.
  • Managers seem to genuinely care about employees, the organization, and its clients.
  • Management takes the time to clarify and explain things to employees so there is little confusion.
  • Our organization is consistently on the lookout for the next new service or product to offer our clients.
  • The mission of the organization is truly client-focused, and everything we do is guided by this mission.
  • The organization has a good understanding of who our typical client is and what their needs are.
  • Testimonials and referrals are our best source of new clients.