Tools and Assessments

Enable greatness with our complimentary tools and assessments based on our award-winning content.

  • Helping Clients Succeed - Decision Grid Tool

    Helping Clients Succeed - Decision Grid Tool

    Use the Decision Grid tool from our Helping Clients Succeed® solution to win more deals by understanding how your clients make their purchasing decisions.

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  • Build A Personal Mission Statement

    Live With Purpose
  • Listen First - Tool

    Listen First - Tool

    Strengthen one of the most under-valued leadership competencies with this tool to help you listen first.

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  • Leading Your Team Through Change - Tool

    Leading Your Team Through Change - Tool

    There are three constants in life: principles, choice, and change. Use this tool to effectively lead through change.

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  • Extend Smart Trust - Tool

    Extend Smart Trust - Tool

    Identify a person or situation where increased trust could help improve communication or results. Use this tool to extend smart trust.

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  • Self-Awareness Is The First Step Toward Greatness

    360° Assessment
  • Become A Transition Person - Tool

    Become A Transition Person - Tool

    Become a transition person and break unhealthy, harmful, abusive, or ineffective learned behaviors and replace them with proactive, helpful, effective behaviors.

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  • Balance Courage and Consideration - Tool

    Balance Courage and Consideration - Tool

    Use this tool to find the right balance of courage and consideration when faced with a difficult conversation.

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  • Identify The Wildly Important Goals

    Identify The Wildly Important Goals

    Does everyone on your team know the team's top two to three priorities (WIGs) and how they will align their efforts to achieve them?

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  • Extend Smart Trust

    Extend Smart Trust

    Learn about extending trust. Use this worksheet to determine when to extend trust with your team. Download it now.

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  • The 7 Habits Profile Score

    The 7 Habits Profile Score

    This scorecard charts participants' 7 Habits effectiveness and will give him or her insights as to what needs improvement.

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  • Listen First

    Listen First

    Talk less, listen more. Boost your project management skills immediately with this simple tool to “Listen First.” Download it now.

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  • What are Paradigms?

    What are Paradigms?

    Check your paradigms. Use this tool to close the gap between your current work and your ideal work. Read and download now.

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  • Become a Transition Person

    Become a Transition Person

    Become a transition person. Break the cycle of unhealthy behaviors and move forward with new habits of effectiveness. Read and download it now!

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  • Loyalty Legacy

    Loyalty Legacy

    Define your loyalty legacy. Use this simple tool to craft your own legacy statement around your customers and colleagues. Read and download it now!

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  • Brain Care Action List

    Brain Care Action List

    Want a better brain? Pick from our Action List to build a brain-healthy lifestyle. Read and download it now!

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  • Energy Assessment Audit

    Energy Assessment Audit

    Do a personal energy audit. Rate yourself on how you manage your energy, and uncover ways to improve. Read and download it now!

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  • See The Tree On Leadership Tool

    See The Tree On Leadership Tool

    With people, do you often conclude that what you see is what you get? Are you quick to decide that someone doesn't have what it takes? Read and download it now!

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  • 3 Questions For Effective Coaching

    3 Questions For Effective Coaching

    Use this tool to hold clarifying, open-ended, and insightful coaching sessions. Read and download it now!

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  • Productivity Questionnaire

    Productivity Questionnaire

    Leaders must help their team focus on what is most important, not just urgent. Use this tool to guide your people toward high-impact activities. Read and download it now!

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  • Whole Person Questions

    Whole Person Questions

    The more you know about your team members, the more likely you are to unleash the potential contribution they can make. Read and download to learn more.

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  • The Reflex Gears Assessment

    The Reflex Gears Assessment

    Gauge your level of listening when meeting with important clients.

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