Company and Personal Assessments

Company and Personal Assessments


Company and Personal Assessments

Company and Personal Assessments

Vision is the breakfast of champions, feedback is the lunch of champions, and self-correction is the dinner of champions.
— Dr. Stephen R. Covey

To become a champion, you need feedback. Our VisionBound team is committed to providing you the right kind of feedback that will enable you to move your team and your leaders to new levels. We also firmly believe in “diagnosing before we prescribe.” To that end, we offer a variety of powerful team assessment surveys at no or low cost,as well as our Strength-based Leader 360 system.

We give each assessment a unique URL, then send that URL to you to send out as a link to all the email addresses of a team. Those you want to survey simply click on the URL, fill in the survey and the data flows to us for tabulating, analyzing, graphing and reporting. The reports are sent back as Word or .pdf files.

We will administer any of the following surveys at no cost to your organization and provide you the results and a free consultation visit on our findings and recommendations.  We will customize the survey to meet your team’s design:

  1. Training Needs Assessment: This would go out to all employees in an organization, or separate ones could be created for different departments or branches, or both. This allows us to assist clients in designing a training plan. A healthcare version is found here. A school or district version is found here.
  2. Vital Signs Survey: An insightful survey that measures staff perspectives on about thirty vital signs of a healthy organization. A healthcare version is found here.
  3. Corporate Climate Survey: This assesses how employees feel about a broad range of factors in the company, such as communication, morale, information flow, recognition, and many other things. A healthcare version is found here.
  4. Customer Service Survey (Internal staff): An internal survey that goes out to all employees to get their "read" on how service is provided from their perspectives.
  5. Crucial Conversations Survey: We use this before bringing in the two day Crucial Conversations Seminar. We do this free for any group going through the CC seminar.

Other Surveys: These surveys vary in cost and are available to any organization.

  1. External Customer Service Survey: This can be sent out to any customers who you want to survey and we can run reports whenever you like as the data comes in.
  2. Strength-based Leader 360-Degree Profile: This tool can be done for any leader in an organization and allows the gathering of 360-degree feedback on an array of leadership skills. It produces a graphed report that provides useful and powerful feedback and insights to a leader. The full process is outlined here.
  3. Employee 360 Profile: VBI has created a simplified profile that can be done on an employee at any level in a company. It is a 360-degree profile that allows someone to gather input from their peers, boss, self, and even customers. It produces an individual feedback report that helps an employee see himself or herself through the eyes of others...both strengths and limitations.

Specialized Profiles: We also have created a number of special profiles:

  1. Healthcare Culture Survey: This survey is sent out to employees within a hospital or healthcare organization to assess the leadership climate, morale, and many other critical factors.
  2. Association Survey: This survey can be customized to go out to the members of your association to determine their level of satisfaction with their membership and garner ideas on what services they would like to have from their association.
  3. School District Culture Profile: This can be used by school principals and superintendents within their organizations to assess the overall morale, alignment and climate of their teams.
  4. City Internal Customer Service Survey: This is sent to all city employees for their feedback on how they perceive the service the city is offering the citizens.
  5. Greatness Survey: Determines how your team measures up in four areas of greatness. A healthcare version is found here.
  6. City Customer Service Survey: This is emailed out to as many city residents as possible, and hardcopy versions can be included in their water bills or whatever or made available at the service counters, library and so forth.
  7.  Family Profile: This goes out to members of an extended family and gathers in information on how they view their family.
  8. Also, we can help you custom create any imaginable type of survey. Contact us for further information.



The Strength Based Leader 360 Profile

The Strength Based Leader 360 Profile

The Strength Based Leader 360 Profile

The Strength Based Leader 360 Profile

Vision is the breakfast of champions. Feedback is the lunch of champions. And self-correction is the dinner of champions.
— Dr. Stephen R. Covey

Most progressive teams today are discovering the value of personal 360 degree leadership profiles as a means of helping leaders privately understand their strengths, challenges and weaknesses as leader. From such feedback, they are able to create action plans to leverage their strengths and overcome possible challenges. Some survey companies are content to “hand off” the survey data to individuals without providing them with a process for turning feedback into change. VisionBound International’s Strength-based Leader Profile goes far beyond this by providing a defined system of personal development.

  1. We have created an accompanying Strength-based Leader Workbook that guides each person through their self-interpretation of their 360 results and leads them in the process of creating their own Individual Leadership Development Plan (ILDP) as a foundation for their growth and for possible one-on-one coaching with our team experts.
  2. We include an extensive reading and resource list tied to the eight leadership competencies measured by the 360 and work with each person to help them select the right books and resources for their growth.
  3. We then offer one-on-one personal coaching, using a “Great to Greater Development Program.” It gives participants specific assignments to do between coaching sessions and guides them in creating their personal mission statement, personal leadership credo/philosophy, personal values, and in setting SMART goals for themselves and their teams and creating an Individual Contribution Plan for the coming year. This interlaces nicely with the ILDP created from their 360 analysis.
  4. The data from their separate reports (except for open-ended responses) are combined into a team aggregate report which we can use to analyze the strengths and challenges of your team as a whole. Individuals are also able to relate their data to the group norms. Often we see where personal challenges/weaknesses also are common to the whole team due to the culture and other group factors.
  5. We recommend pairing participants up with an accountability partner with whom they can work to hold each other accountable for the commitments they make.
  6. We run the 360s again in six to twelve months to see how individuals and the team has progressed.
  7. Finally, we offer an online Vital Signs Survey that is sent out to all members of the organization. It measures staff opinions on over thirty questions that experts have identified as vital signs of a healthy organization. See here for a template which we will customize and launch the same time as the 360s.
  8. A sample profile is here and a sample workbook here.

Program Design:  We have found the following design to be the most effective in creating, building, and growing leaders. It can be customized to best fit the needs of your team.

Pre-Work Phase:

  1. We launch the 360s through the company we contract with: SurveyConnect. We provide them an Excel spreadsheet that shows all the participants along with all those who will be rating them. We recommend that leadership has a hand in selecting who rates whom, but also we allow participants to add names. We have found that when you let them do all their own selecting there is a human tendency to not invite those who might be more critical. 
  2. SurveyConnect loads up the data and launches the 360 process. Participants can see how many responses they have coming in but not the names of those who responded. We can also pull an aggregate response report to see the percentage of responses at any given time. We set up dates for SurveyConnect to send out “smart reminders” that go out to those who have not responded yet. We normally do this weekly and two days prior to the deadline.
  3. When we launch the 360 we also launch the Vital Signs survey which goes out as a single link but to all of the organization’s members.  
  4. When we hit the deadline, we pull out and print each person’s 360 and bind it and also pull the aggregate data for the team as a whole as a comparative. We also run the Vital Signs survey data, which includes the Net Promoter Score question:  “How likely is it you would recommend working for _____ to a friend or colleague.”

Delivery Phase:  Our recommended/preferred method would be:

  1. Bring the whole group together for a full 4-6 hours. Get as many as possible together physically and remote the others in. First, we review and mind-map the Vital Signs survey data and compare it to the 360 aggregate data. We have a robust discussion around the issues and overall health of the team and determine SMART goals and actions. Then, we hand out the 360s and the workbooks and walk everyone through the process, letting them work for at least two hours to walk through their reports and fill out the workbook action pages, section by section. We are there to assist and help them interpret the data. We pair them up with an accountability partner.
  2. Set a date about a week out for them to complete their analysis and create their ILDP’s. We recommend requiring them to submit a copy of their ILDP to their manager and sit down with him or her to discuss what they learned and what they intend to do as actions. They do not have to show anyone their actual report unless they want to, but they do need to present their action plan. 
  3. Set up one-on-one coaching schedule with each person. Normally we recommend a good three hours with each person, probably in three one-hour sessions, and extendible if needed. This is normally done by phone or Skype, but is even better face-to-face when feasible.
  4. Run the 360 process and Vital Signs again in six to twelve months and bring everyone in for another session. Each person can report on what they feel they achieved and how they grew through the process.


  1. $150 for each 360 survey, each time it is run ($300.00 for pre and post surveys.)
  2. $25 for the accompanying workbook, per participant.
  3. $5 per response on the Vital Signs survey. If you invited the whole team and only thirty answered, it would be $150.
  4. $4,000 day rate for each day our coach is on the ground with the team or coaching face to face in person on location. This normally includes expenses, but can go some higher due to distances and expenses involved.
  5. $150 per hour of phone coaching.
  6. If you want to customize the questions or the 360 there is a fee from Survey Connect that depends on how many changes are made. 

Also note that VBI has an extensive selection of workshops that build leadership skills which scrolls below.   Once we have all the survey data we can easily select those workshops that would benefit the most.   The day rate would be similar.



The Assessment Process

The Assessment Process

The Assessment Process

The Assessment Process

One standard we adhere to is the importance of “diagnosing before we prescribe.” We want to hone in exactly on the job to be done with you and your team. In addition to consulting with you and your leaders, we recommend administering one or more of these customizable assessment surveys. Please click on the links to see the template for each survey but know that we can add or change the surveys in any way you wish.

We typically administer any of these surveys as a service to you at no cost, which itself is a very valuable offering.

Vital Signs Survey: This popular survey assesses a number of key “vital signs” of your organization, including morale, leadership, culture, empowerment and other crucial factors. It goes out to everyone in the company and data can be filtered out by department or any other criteria.

Culture SurveyThis is a more in-depth survey that analyzes many aspects of the team culture.

Results Survey: This short survey will help identify the key results you could focus on for the coming year and provide data about the four areas of greatness: Great People, Great Leaders, Great Execution and Great Trust. Again, it can go out to every staff member.

Vision/Mission SurveyWe typically run this survey prior to helping you develop your strategy, vision and mission. This survey will bring in ideas from everyone in the company on what they want to see in a vision/mission and strategy.  Participation wins commitment and ownership.

The Strength Based Leader 360 Personal Profile: This web-based survey can be done for each executive or leader and it provides feedback in eight key areas of leadership skills. It is a true “360,” since it goes out to self, manager, peers, direct reports and others. We can pull everyone’s data into a team aggregate which is useful for analysis of the team’s strengths and challenges as a whole.

Our OD Consulting Team can also come to lead focus groups and do one-on-one interviews to give a deeper-dive study into your culture and provide our recommendations.