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

{Your Name (First):104.3} {Your Name (Last):104.6}

{Company Name:6}

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.

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.

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.

Recommended Courses:

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

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

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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.

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

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?

If you are willing to share any of the following information, it will allow us to gain even more insight as to where your business stands and how we can best serve you. If you share the following, you will gain even more value from our future conversations.

1-3 Years of Financial Statements

1-3 Year Budget (if you have one)

Organization Chart or a List of Team by Role/Title (Team member names are not necessary)

List of Written Goals

1-3 Years Tax Returns – Complementary Review

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.

Please upload your files here.

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Overall Total

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Overall Score

Name

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8 Skills Assessment

8 Skills of a Successful Business Owner and Leader Self Assessment

Start Your 8 Skills Assessment!

{Your Name (First):104.3} {Your Name (Last):104.6}

{Company Name:6}

General Information

Financial Skills

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

Recommended Courses:

Goal Setting Skills

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

Recommended Courses:

Communication Skills

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

Recommended Courses:

Leadership Skills

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

Recommended Courses:

People Skills

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

Recommended Courses:

Team Skills

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

Recommended Courses:

Sales & Marketing Skills

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

Recommended Courses:

Life Skills

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

Recommended Courses:

Vision and Goal Setting Questions

Answer each question to the best of your knowledge.

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