04/01/2024

TEST TEST

TEST

Areas of Interest

Cash Flow
Leadership

Download PDF

Financial Skills

As the lifeblood of any organization, financial skills don’t come naturally to most people. By building a strong foundation and choosing great financial partners for your business, you can overcome the pitfalls of cash management, lending, taxes, and more.

Overall I rate myself in this area on a scale from 1-10:50

I can read and understand a financial statement and all key financial terms:50

We operate according to a budget:50

We have a 1–3-year strategic plan in writing that our team can read and clearly understand:50

We have an organizational chart and roles that match our business and financial model:50

We have key benchmarks developed for the company’s business and financial model:50

We have key benchmarks established for each person’s role and department:50

We have streamlined reporting procedures in place:50

We understand the reports and how to utilize them to maximize potential, turning data into coaching and feedback:50

We have systems in place for quality control, fulfillment, and performance standards:50

Each team member knows their role, their KPIs, and how they support the company's larger goals:50

Each team member knows how their contribution impacts the company’s profitability:50

Your Financial Skills Score:50

Recommended Courses:

Goal Setting Skills

Setting effective and achievable business goals is at the heart of all successful businesses. From financial goals like sales, profits, and cash flow to strategic goals that you set monthly, quarterly, and yearly, EWH University will help you gain clarity and vision for your organization.

Overall I rate myself in this area on a scale from 1-10:50

I plan my day, weeks, months, and years in advance (in writing):50

I understand and create S.M.A.R.T goals:50

I set and prioritize my goals, so I understand what needs to be addressed first:50

I keep my email inbox under 100 and my voicemails are returned within 48 hours:50

My workspace is organized, neat, clean, and free of clutter:50

I utilize goal setting to create progress and not just change. Change is automatic, progress is not:50

I utilize tools like DISC, MBTI, Motivators, or Emotional Intelligence to understand human behavior:50

I leverage technology, time management, or goal-setting tools:50

Your Goal Setting Skills Score:50

Recommended Courses:

Growth Essentials
Strategic Execution - Online Course Coming Soon!
Strategic Planning - Online Course Coming Soon!

Communication Skills

One of the most critical functions as an owner or leader of an organization is the ability to communicate. The ability to convey important information, ideas, tasks, and goals with your team is the key to serving your customers effectively and working cohesively.

Overall I rate myself in this area on a scale from 1-10:50

I create rapport, trust, and reciprocity with others:50

I ask great questions to understand both parties’ needs and wants:50

I am present and engaged in one-on-one conversations:50

I effectively present ideas, information, options, solutions, products, or services:50

I effectively communicate next steps, follow-throughs, to-dos, and commitments:50

I help clarify the details and context of complex decisions or situations:50

I adapt my communication through pace, volume, words, tone, posture, and body language:50

Your Communication Skills Score:50

Recommended Courses:

Leadership Essentials
Team and Hiring Essentials
Leading with Style - Online Course Coming Soon!

Leadership Skills

All businesses rely on great leadership. Leaders are essential for formulating and communicating new strategic directions, key business goals, and motivating employees and staff. Leadership often involves a mix of styles and strategies that often take years to develop.

Overall I rate myself in this area on a scale from 1-10:50

I understand there are times I need to lead and have others follow:50

I provide effective and specific feedback to support my team’s growth:50

I resolve conflict by leading my own emotional state, defusing negative emotions, and redirecting:50

I am humble and understand the power of humility:50

I use emotional intelligence to relate to others:50

I have the ability to deal with change and adapt easily:50

I say what needs to be said, even if unpopular, while maintaining empathy:50

The system in place for my team’s vision, goals, and budget is attainable and regularly reviewed:50

Your Leadership Skills Score:50

Recommended Courses:

Leadership Essentials
Leading with Style - Online Course Coming Soon!
Motivators in Aciton - Online Course Coming Soon!

People Skills

As a business owner, people skills are an essential part of growing your organization and serving your clients. Whether it’s communicating ideas effectively, resolving conflicts, or attracting new talent or customers, people are the foundation for success in your business.

Overall I rate myself in this area on a scale from 1-10:50

I relate well to those similar and different from me:50

I create new relationships and maintain the ones I have:50

I understand and appreciate viewpoints that are completely different from my own:50

I seek to understand before being understood:50

I utilize tools like DISC, MBTI, Motivators, or Emotional Intelligence to understand human behavior:50

Your People Skills Score:50

Recommended Courses:

Team Skills

Teamwork is critical for all businesses, in any industry. Building a cohesive, well-functioning team starts with discovering each individual’s strengths, communication styles, and motivators in order to help drive all members toward a common goal.

Overall I rate myself in this area on a scale from 1-10:50

I clearly define roles, expectations, and vision with my team:50

Standards have been identified, the team is “living” them, and we have created a high-performance culture:50

I am as good with groups as I am one-on-one:50

I put others' needs before my own:50

I make everyone feel their contribution to the conversation is understood, valued, heard, and important, even if not utilized in the final decision:50

Team meetings have detailed agendas for effectiveness and efficiency:50

I use and understand assessment tools, like DISC, for hiring and training my team:50

I have full trust in my team:50

I empower and delegate responsibilities to my team:50

I have eliminated the “no one can do it like me” mindset:50

Our team has the right people in the right seats, and I would ENTHUSIASTICALLY rehire everyone in their current role:50

Overall I rate myself in this area on a scale from 1-10:50

Our team acknowledges and celebrates every person’s greatness:50

Your Team Skills Score:50

Recommended Courses:

Team and Hiring Essentials
Hiring and Interviewing - Online Course Coming Soon!
Leading with Style - Online Course Coming Soon!

Sales & Marketing Skills

If you have the best product or service in the world, but no business coming through the door, your small business will fail. Building a skill-set to promote and grow your business is a unique blend of lead generation, nurturing, and closing. Let’s generate excitement and generate leads!

We have identified our ideal client(s):50

We have a consistent way to market or generate leads and new opportunities:50

We have key messages and differentiators built into our marketing message:50

We share key messages in all verbal and non-verbal marketing:50

We have a consistent sales process that gives us a predictable ROI:50

We have a way to track ROI for marketing and sales:50

We operate on, deliver on, and fulfill the promises we make in our marketing efforts:50

Your Sales & Marketing Skills Score:50

Recommended Courses:

Sales Essentials
Designing your Sales Machine - Online Course Coming Soon!

Life Skills

Create a better balance to help you more effectively manage your life and your business. When your business is running efficiently and successfully, it leaves more time to be with the ones most important to you, spend time on the things you love to do, and create the life you’ve always wanted.

Overall I rate myself in this area on a scale from 1-10:50

I take care of my own health, hydration, nutrition, and exercise:50

I take care of myself emotionally with supportive rituals and habits:50

I create and maintain great relationships:50

I manage my time, prioritize my goals, and create space for them:50

My yearly plan includes a learning plan for personal and professional growth:50

I have a meaningful and rewarding career/mission:50

I feel successful and fulfilled:50

I am joyful even when life is not going my way or meeting my expectations:50

I can break through procrastination when feeling overwhelmed, frustrated, or stressed:50

I describe my life as thriving instead of surviving:50

I forgive myself and realize I am not perfect:50

Your Life Skills Score:50

Recommended Courses:

Self-Mastery
Building Financial Wealth - Online Course Coming Soon!
Understanding and Developing Our Potential and Strengths
Aligning Potential with Passion
Emotional Intelligence
Evaluating Your Thinking Under Stress

Additional Questions

What is great about your business? What have been your successes, wins or what have you been proud of?
TEST

What are the key challenges you are facing in your business? What has always been a challenge in your business?
TEST

Where do you want your business to be in 1 year? If you were looking back one year from now how would you define success?
TEST

Where do you want your business to be in 3 years? If you were looking back one year from now how would you define success?
TEST

Business owners who can effectively communicate a clear vision and game plan create a trustworthy environment and a team capable of operating and maintaining a successful business.

Overall Score

8 Skills Assessment Results

04/01/2024

Financial Skills

As the lifeblood of any organization, financial skills don’t come naturally to most people. By building a strong foundation and choosing great financial partners for your business, you can overcome the pitfalls of cash management, lending, taxes, and more.

Overall I rate myself in this area on a scale from 1-10:50

I can read and understand a financial statement and all key financial terms:50

We operate according to a budget:50

We have a 1–3-year strategic plan in writing that our team can read and clearly understand:50

We have an organizational chart and roles that match our business and financial model:50

We have key benchmarks developed for the company’s business and financial model:50

We have key benchmarks established for each person’s role and department:50

We have streamlined reporting procedures in place:50

We understand the reports and how to utilize them to maximize potential, turning data into coaching and feedback:50

We have systems in place for quality control, fulfillment, and performance standards:50

Each team member knows their role, their KPIs, and how they support the company's larger goals:50

Each team member knows how their contribution impacts the company’s profitability:50

Your Financial Skills Score:50

Recommended Courses:

Goal Setting Skills

Setting effective and achievable business goals is at the heart of all successful businesses. From financial goals like sales, profits, and cash flow to strategic goals that you set monthly, quarterly, and yearly, EWH University will help you gain clarity and vision for your organization.

Overall I rate myself in this area on a scale from 1-10:50

I plan my day, weeks, months, and years in advance (in writing):50

I understand and create S.M.A.R.T goals:50

I set and prioritize my goals, so I understand what needs to be addressed first:50

I keep my email inbox under 100 and my voicemails are returned within 48 hours:50

My workspace is organized, neat, clean, and free of clutter:50

I utilize goal setting to create progress and not just change. Change is automatic, progress is not:50

I utilize tools like DISC, MBTI, Motivators, or Emotional Intelligence to understand human behavior:50

I leverage technology, time management, or goal-setting tools:50

Your Goal Setting Skills Score:50

Recommended Courses:

Communication Skills

One of the most critical functions as an owner or leader of an organization is the ability to communicate. The ability to convey important information, ideas, tasks, and goals with your team is the key to serving your customers effectively and working cohesively.

Overall I rate myself in this area on a scale from 1-10:50

I create rapport, trust, and reciprocity with others:50

I ask great questions to understand both parties’ needs and wants:50

I am present and engaged in one-on-one conversations:50

I effectively present ideas, information, options, solutions, products, or services:50

I effectively communicate next steps, follow-throughs, to-dos, and commitments:50

I help clarify the details and context of complex decisions or situations:50

I adapt my communication through pace, volume, words, tone, posture, and body language:50

Your Communication Skills Score:50

Recommended Courses:

Leadership Skills

All businesses rely on great leadership. Leaders are essential for formulating and communicating new strategic directions, key business goals, and motivating employees and staff. Leadership often involves a mix of styles and strategies that often take years to develop.

Overall I rate myself in this area on a scale from 1-10:50

I understand there are times I need to lead and have others follow:50

I provide effective and specific feedback to support my team’s growth:50

I resolve conflict by leading my own emotional state, defusing negative emotions, and redirecting:50

I am humble and understand the power of humility:50

I use emotional intelligence to relate to others:50

I have the ability to deal with change and adapt easily:50

I say what needs to be said, even if unpopular, while maintaining empathy:50

The system in place for my team’s vision, goals, and budget is attainable and regularly reviewed:50

Your Leadership Skills Score:50

Recommended Courses:

People Skills

As a business owner, people skills are an essential part of growing your organization and serving your clients. Whether it’s communicating ideas effectively, resolving conflicts, or attracting new talent or customers, people are the foundation for success in your business.

Overall I rate myself in this area on a scale from 1-10:50

I relate well to those similar and different from me:50

I create new relationships and maintain the ones I have:50

I understand and appreciate viewpoints that are completely different from my own:50

I seek to understand before being understood:50

I utilize tools like DISC, MBTI, Motivators, or Emotional Intelligence to understand human behavior:50

Your People Skills Score:50

Recommended Courses:

Team Skills

Teamwork is critical for all businesses, in any industry. Building a cohesive, well-functioning team starts with discovering each individual’s strengths, communication styles, and motivators in order to help drive all members toward a common goal.

Overall I rate myself in this area on a scale from 1-10:50

I clearly define roles, expectations, and vision with my team:50

Standards have been identified, the team is “living” them, and we have created a high-performance culture:50

I am as good with groups as I am one-on-one:50

I put others' needs before my own:50

I make everyone feel their contribution to the conversation is understood, valued, heard, and important, even if not utilized in the final decision:50

Team meetings have detailed agendas for effectiveness and efficiency:50

I use and understand assessment tools, like DISC, for hiring and training my team:50

I have full trust in my team:50

I empower and delegate responsibilities to my team:50

I have eliminated the “no one can do it like me” mindset:50

Our team has the right people in the right seats, and I would ENTHUSIASTICALLY rehire everyone in their current role:50

What is great about your business? What have been your successes, wins or what have you been proud of?
TEST

What are the key challenges you are facing in your business? What has always been a challenge in your business?
TEST

Where do you want your business to be in 1 year? If you were looking back one year from now how would you define success?
TEST

Where do you want your business to be in 3 years? If you were looking back one year from now how would you define success?
TEST