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ASSESSMENTS

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START WITH INSIGHT. LEAD WITH CLARITY

Assessments provide the foundation for intentional growth. Whether you're developing a team, supporting a new leader, or preparing for a strategic initiative, the right assessment helps uncover strengths, surface challenges, and guide next steps. 

At Executive Forum, we use a variety of tools to support individual, team, and organizational development, and we help you make sense of the results through expert facilitation and coaching. 

WHY ASSESSMENTS MATTER

Whether used as a standalone tool or part of a larger program, assessments can be a powerful catalyst for growth. 

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CREATE A SHARED LANGUAGE FOR LEADERSHIP & COLLABORATION
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IDENTIFY BLIND SPOTS THAT IMPACT PERFORMANCE OR COMMUNICATION
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INCREASE SELF-AWARENESS
AND EMOTIONAL INTELLIGENCE
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ALIGN INDIVIDUALS & TEAMS AROUND GOALS, VALUES, & STRATEGY
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JUMPSTART COACHING, WORKSHOP, OR TEAM ENGAGEMENT EFFORTS
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TYPES OF ASSESSMENTS WE OFFER

We tailor the tool to your goals. Here are a few of the most commonly used: 

FOR INDIVIDUALS
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KOLBE A™ INDEX

Natural strengths and instinctive work styles

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DISC

Communication and behavior patterns

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CORE VALUES INDEX (CVI)

Motivational drivers and decision-making

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FEEDBACK

Structured input from peers, managers, and direct reports

FOR TEAMS
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THE 5 DYSFUNCTIONS OF A TEAM ASSESSMENT
Trust, conflict, commitment, accountability, and results 
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TEAM EFFECTIVENESS SURVEYS
Custom or standardized tools to surface communication and alignment gaps
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CULTURE & VALUES MAPPING
Team-based exploration of core values and behaviors
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WORKING
GENIUS
Understanding how team members contribute to projects and problem solving 
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LOOKING FOR MORE?

CHECK OUT STRATEGIC BUSINESS COACHING

Our sister company, Strategic Business Coaching offers coaching services to those in ownership roles looking to expand and strengthen their team, 

HOW WE USE ASSESSMENTS

Assessment is just the beginning. We combine tools with thoughtful facilitation and guided reflection to drive real impact. 

Our process may include: 

1. Pre-Assessment Planning - Clarify purpose, participants, and intended outcomes

2. Tool Administration - Support with logistics, links, and instructions

3. Facilitated Debrief - One-on-one coaching or group session to interpret results

4. Integration & Follow-Up - Connect insights to day-to-day work, workshops, or development planning 

Assessments can be used as part of leadership coaching, team development, workshop series, or strategic planning sessions. 

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1. PRE-ASSESSMENT PLANNING
2.  TOOL ADMINISTRATION
3. FACILITATED DEBRIEF
4.  INTEGRATION & FOLLOW-UP

SUPPORTED BY EXPERIENCED FACILITATORS

Our team is trained in a variety of assessment tools and specializes in making insights actionable. We help your leaders and teams not only understand their results, but apply them meaningfully in their work. 

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READY TO
EXPLORE THE RIGHT FIT?

Whether you're looking to evaluate leadership styles, uncover team dynamics, or support a strategic initiative, we’ll help you choose the best tool and structure the experience to fit your goals. 

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TALK TO US
ABOUT ASSESSMENTS
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