Professional/Business Organizational Assessment

Assessment: Professional/Business Organizational

Please select the statement that most closely fits your response to the scenario or to similar scenarios you might experience in your life. Go with your gut response and do not over-analyze. If a statement does not apply to you, please select “Always.” Once you click on the Submit button at the end, your responses will be tallied and your score will be emailed to you.

Name*
First Last
Email address (for your score)*
I am clear about what's most important to me, both personally and professionally.*
I have a good system for planning, prioritizing, and achieving my goals.*
I manage paperwork well (incoming mail, etc.).*
I have space in my paper filing system for easy filing and retrieval.*
I can find needed information in my office within 5 minutes.*
Others can find needed information in my files within 5 minutes*
I complete tasks and projects on time, and I effectively juggle multiple priorities.*
I delegate tasks to others whenever possible, and I am able to "let go" once I have delegated a task.*
When doing focused activities, I can work without getting distracted by other projects, people, etc.*
I have an effective system for managing incoming calls, emails and messages.*
I manage telephone time well (incoming and outgoing calls).*
Once I recognize habits that work against me, I adjust how I do things.*
My desk and work area physically reflects the quality of my work.*
I keep up with my reading materials.*
I have a systematic method for naming electronic files (including e-mail).*
I have a systematic method for purging unnecessary and outdated information.*
My "portable office" (briefcase, car, auxiliary office, laptop, etc.) provides adequate support when I am away from my main work area.*
I have an effective communication style and am a good team player.*
I have an effective system in place for managing/supervising work flow.*
I am able to physically and emotionally leave my work at the office.*
I have an effective way of handling and reducing stress*
Overall, I enjoy what I do at work and at home (based on current responsibilities).*
Are you interested in a free phone consultation if you qualify?*
- Yes
- No
What work-related issues keep you awake at night? What would make you feel better about this?
If you could save one hour a day (x 240 workdays/year) by getting more organized and managing your time better, what would that be worth to you and/or your employer? What would that enable you to do that you are not doing now?
What is one area of your life -- that if you focused on over the next three months -- would make a huge positive difference in the quality of your life? Describe some measurable outcomes you desire. Then imagine that you have already accomplished these outcomes and describe what this would do for you. Using the format below, identify your focus area.
EXAMPLE

Focus Area:
Manage my time well.

Measurable Outcomes:
I am on time or early for appointments and meetings.
I get tasks accomplished by the deadline.
I exercise for one hour at least three times a week.
I have realistic goals for new projects.
I have dinner with my family at least three times a week.
I do weekly planning for my personal and professional life.
I regularly attend choir practice when I am in town.

Motivation - what this will do for me:
I'm living with integrity when I keep my word to others.
I've raised my self-esteem.
I feel less stressed.
I am healthier.
I've deepened my relationship with my spouse and kids.
I have more time for what matters most.
I am more focused on my priorities.
I am clear about what to say NO to.