ASSESSMENT LIBRARY
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
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
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
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
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)
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.