EWH University :
8 Skills of a Successful Business Owner and Leader Self Assessment

Discover where you are and start the journey to where you want to be! With our gap map assessment, it’s easy to identify the areas where you thrive as a business owner and leader and where you could use some extra assistance. Our goal is to empower you to understand and achieve your full potential. With 8 key skill sets, you can learn where the “gaps” may be and take steps towards improvement. As you work through this assessment, reflect on the accuracy of each statement as it pertains to you and your business — using your answers, we’ll recommend the University courses that are best suited to you!

Start Your 8 Skills Assessment!

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Step 1 of 10 - Information

General Information

Please fill out your contact information for each section of the 8 Skills Assessment. Once complete, your results will be displayed. You will also receive an email with your full list of responses.

Your Name*

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First Name

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Last Name

Company Name

Email*

Phone

Areas of Interest*

Cash Flow

Leadership

Sales

Growth

Tax

Hiring

Team Building

Goal Setting

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.

Rate yourself or your business on a scale from 0 to 100 on the following Financial & KPI statements:

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

Please enter a number from 0 to 100.

I can read and understand a financial statement and all key financial terms.

Please enter a number from 0 to 100.

We operate according to a budget.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

We have streamlined reporting procedures in place.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

Financial Score

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Financial Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

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.

Rate yourself or your business on a scale from 0 to 100 on the following Goal Setting statements:

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

My workspace is organized, neat, clean, and free of clutter.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I leverage technology, time management, or goal-setting tools.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

Goal Setting Score

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Goal Setting Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

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.

Rate yourself or your business on a scale from 0 to 100 on the following Communication statements:

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

Please enter a number from 0 to 100.

I create rapport, trust, and reciprocity with others.

Please enter a number from 0 to 100.

I am present and engaged in one-on-one conversations.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I effectively present ideas, information, options, solutions, products, or services.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

Communication Score

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Communication Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

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.

Rate yourself or your business on a scale from 0 to 100 on the following Leadership statements:

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I have the ability to deal with change and adapt easily.

Please enter a number from 0 to 100.

I use emotional intelligence to relate to others.

Please enter a number from 0 to 100.

I am humble and understand the power of humility.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

Leadership Score

Hidden

Leadership Skills Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

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.

Rate yourself or your business on a scale from 0 to 100 on the following People statements:

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

Please enter a number from 0 to 100.

I create new relationships and maintain the ones I have.*

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I seek to understand before being understood.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I relate well to those similar and different from me, and appreciate or still find something to appreciate about others even if I passionately disagree with them on the solution, problem, or task at hand.

Please enter a number from 0 to 100.

People Score

Hidden

People Skills Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

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.

Rate yourself or your business on a scale from 0 to 100 on the following Team statements:

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

Please enter a number from 0 to 100.

I clearly define roles, expectations, and vision with my team.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I am as good with groups as I am one-on-one.

Please enter a number from 0 to 100.

I put others' needs before my own.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

Team meetings have detailed agendas for effectiveness and efficiency.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I have full trust in my team.

Please enter a number from 0 to 100.

I empower and delegate responsibilities to my team.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

Our team acknowledges and celebrates every person’s greatness.

Please enter a number from 0 to 100.

Team Score

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Team Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

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!

Rate yourself or your business on a scale from 0 to 100 on the following Sales & Marketing statements:

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

We have key messages and differentiators built into our marketing message.

Please enter a number from 0 to 100.

We share key messages in all verbal and non-verbal marketing.

Please enter a number from 0 to 100.

We have a consistent sales process that gives us a predictable ROI.

Please enter a number from 0 to 100.

We have a way to track ROI for marketing and sales.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

We have identified our ideal client(s).

Please enter a number from 0 to 100.

Sales & Marketing Score

Hidden

Sales & Marketing Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

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.

Rate yourself or your business on a scale from 0 to 100 on the following Life statements:

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I take care of myself emotionally with supportive rituals and habits.

Please enter a number from 0 to 100.

I create and maintain great relationships.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

My yearly plan includes a learning plan for personal and professional growth.

Please enter a number from 0 to 100.

I have a meaningful and rewarding career/mission.

Please enter a number from 0 to 100.

I feel successful and fulfilled.

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

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

Please enter a number from 0 to 100.

I describe my life as thriving instead of surviving.

Please enter a number from 0 to 100.

I forgive myself and realize I am not perfect.

Please enter a number from 0 to 100.

Life Score

Hidden

Life Total

Please share any additional insights important in understanding what specifically is great, a key challenge, or goals for this area that stands out and would be important to know.

Vision and Goal Setting Questions

A few more questions before we wrap up, please provide as much information as possible as it will make our follow up conversations more meaningful and impactful to you and your business.

Answer each question to the best of your knowledge.

How many years have you been in business?

Sales: Last Year/This Year/Next Year? (If handy)

Number of employees?

Please choose your business entity status:

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

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

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?*

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?

Goal for sales in 3 years?

Do you need additional employees to sustain those sales and if so how many, and in what roles/titles?

Hidden

Overall Total

Hidden

Overall Score

Name

This field is for validation purposes and should be left unchanged.

8 Skills Assessment

EWH University :
8 Skills of a Successful Business Owner and Leader Self Assessment

Start Your 8 Skills Assessment!

General Information

Financial Skills

Rate yourself or your business on a scale from 0 to 100 on the following Financial & KPI statements:

Goal Setting Skills

Rate yourself or your business on a scale from 0 to 100 on the following Goal Setting statements:

Communication Skills

Rate yourself or your business on a scale from 0 to 100 on the following Communication statements:

Leadership Skills

Rate yourself or your business on a scale from 0 to 100 on the following Leadership statements:

People Skills

Rate yourself or your business on a scale from 0 to 100 on the following People statements:

Team Skills

Rate yourself or your business on a scale from 0 to 100 on the following Team statements:

Sales & Marketing Skills

Rate yourself or your business on a scale from 0 to 100 on the following Sales & Marketing statements:

Life Skills

Rate yourself or your business on a scale from 0 to 100 on the following Life statements:

Vision and Goal Setting Questions

Answer each question to the best of your knowledge.

Receive our executive summaries, event updates and special promotions

Leadership Solutions

Courses & Resources

About EWH

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Sign up to receive helpful tips and executive summaries.

Get Your Complementary Strategy Session

8 Skills Assessment

EWH University : 8 Skills of a Successful Business Owner and Leader Self Assessment

Start Your 8 Skills Assessment!

General Information

Financial Skills

Rate yourself or your business on a scale from 0 to 100 on the following Financial & KPI statements:

Goal Setting Skills

Rate yourself or your business on a scale from 0 to 100 on the following Goal Setting statements:

Communication Skills

Rate yourself or your business on a scale from 0 to 100 on the following Communication statements:

Leadership Skills

Rate yourself or your business on a scale from 0 to 100 on the following Leadership statements:

People Skills

Rate yourself or your business on a scale from 0 to 100 on the following People statements:

Team Skills

Rate yourself or your business on a scale from 0 to 100 on the following Team statements:

Sales & Marketing Skills

Rate yourself or your business on a scale from 0 to 100 on the following Sales & Marketing statements:

Life Skills

Rate yourself or your business on a scale from 0 to 100 on the following Life statements:

Vision and Goal Setting Questions

Answer each question to the best of your knowledge.

Receive our executive summaries, event updates and special promotions

Leadership Solutions

Courses & Resources

About EWH

Subscribe to our newsletter.

Sign up to receive helpful tips and executive summaries.

Get Your Complementary Strategy Session

EWH University :
8 Skills of a Successful Business Owner and Leader Self Assessment