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Plumline Leadership Training & Needs Assessment Overview Document

Training & Assessment Reference

Plumline Leadership Overview & Assessment Guide

Bringing out the best in people through personal and organizational improvement. Review the core pillars — Inspiration, Compatibility, and Accountability — and complete the interactive worksheet below.

Acquire the talent needed by your organization.

Motivate employees to build internal communications.

Mentor young leaders for the next lifecycle stage.

Transform employee commitment to core objectives.

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Business Data

Tell us about your organization

Company Name *

Address

City

State

Zip

Phone

Fax

Email Address *

Web Site

Contact Person *

Title

Contact Email Address

Particulars

About your business

What does your company do?

How long have you been in business?

How many locations does your company have?

Are there any related companies?

Employees — Full-time

Employees — Part-time

Personal

About you

How long have you worked for this company?

Did you start the company yourself?

What are your personal objectives for the company?

Greatest Challenges

What's important to your company's success

First and foremost, we are concerned about what's important to our clients' success. We address those concerns on three levels: Organizational, Team, and Individual — which all go hand in hand.

What do you feel is your company's greatest problem(s) or challenge(s)?

What has happened to cause you to feel this way?

What will happen to your business if this situation is not corrected?

What evidence or experience do you have to validate that?

Organizational Level

Select your response for each

1.Is there a strategic and organizational plan in place?

2.Is there an appraisal system in place?

3.Does all staff have an up-to-date job description?

4.Does all staff have written objectives?

5.Is there a competency framework in place?

6.Is there a training strategy and/or a stated commitment to the value of learning and development for your staff and volunteers?

7.Is there a process (formal and informal) in place for effective consultation across the organization?

8.Does any of this make sense to you?

Team Level

Share your observations

1.How well does it work?

2.How effectively do people and processes work together?

3.How thoroughly do people understand what to do?

4.How appropriate is the workflow design?

5.How promptly do workers get the help they need?

6.How satisfied are people with the performance of the processes and systems they are using?

Individual Level

Tell us about you

1.What do you want to get from your work?

2.What are your strengths?

3.What areas would you like to improve?

4.Where would you like more responsibility?

5.What is preventing you from developing as you would like?

6.Which interests or talents would you like to develop?

7.How do you like to learn?

8.What skills or experience would allow you to feel more confident at work?