

Assessments
& Reports



When organizations use an assessment that is grounded in a development model, they foster a culture of continuous improvement — one where growth, learning, and accountability are shared values and expectations. Assessments — such as for behavioral/personality style and leadership or team effectiveness — focus on observable behaviors rather than personal character or intent. This objective approach reduces defensiveness, builds psychological safety, and makes feedback easier to understand and act on. It's also my experience that leaders WANT to do their best, but just don't know how.
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Because people in general are often unaware of how their behavior is experienced by others, assessments play a critical role in building leader self-awareness. They help leaders understand their natural tendencies — such as communication and conflict styles, decision-making approaches, and pace — while also highlighting blind spots and typical responses to stress. This awareness allows leaders to see the impact of their behavior and buy into the benefits of intentional change.
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Assessment models also create a shared language across teams and organizations, making regular, development-oriented conversations easier and more embedded in everyday work. When combined with constructive feedback and descriptions of the effective behaviors (e.g., key behavioral competencies), assessments help align expectations and enable leaders to:
OVERVIEW
THE BENEFITS OF
assessments



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Increase self-awareness and develop more effective behaviors and competencies
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Act intentionally rather than relying on habit or assumption
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Adapt their leadership approach to meet the needs of individuals and teams—driving higher job satisfaction and stronger performance across the organization
Below are my most popular assessments that are paired with a training and/or coaching program — each delivering significant
value to clients !
1) Individual Behavioral/Leadership
Style
Purpose: This detailed report is a personalized profile that describes one's DiSC style and includes practical development strategies for stretching one's natural behavioral style to increase personal effectiveness.
This foundational training and/or coaching program delivers educational and experiential activities with the following goals:
— Increase Self-Awareness: Understand and appreciate one's own
values/drivers, motivators, potential stressors, and stress patterns.
— Understand Others: Recognize the differing style strengths and
priorities of one's colleagues, fostering appreciation and empathy.
— Value Style Contribution: Learn how each DiSC style naturally
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emphasizes one of the four critical needs required to achieve
successful organizational outcomes.
— Improve Communication: Learn to adapt one's communication
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style to connect better with various styles and reduce conflict.
— Strengthen Teams: Increase trust, collaboration, and innovation —
and if a leader, increase motivation, delegation, and more!
The assessment takes approximately 30 minutes to complete and generates a 20-page report that serves as a practical workplace reference guide, supplemented by an interactive online DiSC portal.
2) Leader / Manager
(360 Assessment )
â—‹
Effectiveness
Purpose: This leader effectiveness report combines self-assessment with feedback from colleagues (who work closely with the leader) to guide targeted development in the areas that matter MOST.
This fully customized coaching engagement is designed to fit your objectives, time frame, and budget and provides a comprehensive 30-page report that focuses on concrete strategy recommendations for the leader's top three areas of development.
Measures 8 universal leadership competencies broken down into a total of 18 skills that are behaviorally defined — allowing your leaders to pinpoint exactly where and how they need to develop to increase their personal effectiveness.
Invites an average of 7 to 13 people to be anonymous raters across four categories: supervisors, direct reports, peers, and "others". (Note that the report only shows ratings per category — keeping individual ratings/comments anonymous.)
Takes about 35 minutes to complete, including the open comment sections. I uniquely offer a short welcome video to guide and encourage raters to provide constructive feedback with confidence — since this is a major barrier in 360 assessments!
3) Team Cohesion
& Performance
The 5 Behaviors of a Cohesive Team
by Patrick Lencioni (online, via Wiley)

Designed for Teams:
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of about 5-15 people
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with 6-week min. tenure
THE 5 BEHAVIORS*
1) Relational Trust
2) Productive Conflict
3) Commitment
4) Accountability
5) Optimal Results​
*They build on each other!
89% of participants report higher team effectiveness!
Purpose: This personalized team assessment and report will help you strengthen relationships and optimize work practices — taking your team AND your organization to the next level!
This training and facilitation (of 1.5 to 3 days) brings the Team Development report insights to life through powerful breakout activities and group discussions that help the team translate learnings into transformation of their usual workplace practices.
The assessment takes about 25 minutes to complete and provides a 23-page report unique to each learner that offers tips and strategies to improve individual and team effectiveness.
Team members learn their individual DiSC® behavioral style and the styles of their team members — and how these contribute to the team’s overall success.
Teams review their performance level on each of the Five Behaviors to better understand their dynamics and create an action plan for the areas in need of improvement. A customized coaching program can be added for extra support and Progress Reports measure the team's performance over time!




