Assessments
A curated set of tools using in coaching and advisory work. Each one does a single thing well: create clarity
Assess - diagnose reality
For when progress has stalled, trust is strained, or something feels off but nobody can name it yet.
System Readiness Diagnosis
Before changing how work gets delivered, leaders need clarity on whether the system itself is ready. These three diagnostics surface misalignment early, before it becomes someone’s execution problem.
Leadership Mindset
What leaders expect the PMO to be today.
Leadership and Organizational
Leader Self-Evaluation Assessment
Clarifies leadership effectiveness, behaviors, and blind spots.
Good for CIOs and senior leaders.
Organizational Health Assessment
Evaluates culture, structure, and leadership alignment.
Good for leaderships teams and sponsors.
People, Team & Culture
Support Readiness
Whether leaders will actually support the change.
Employee Value Scoring, Indivisual
Measures contribution, growth, and impact.
Good for performance conversations.
Employee Value Scoring, LEaders
Assesses leadership impact on engagement and outcomes.
Good for leadership teams and managers.
Business Partnership & Strategy
Business Partner and Stratgy
Measures IT's effectiveness as a trusted business partner. Good for CIOs and business leaders. Often used in trust-building and relationship-reset conversations.
Operational Maturity
What delivery capacity can absorb right now.
Business Technology Assessment
Evaluates alignment between business goals and technology priorities. Good for business and technology leadership teams. Often used for strategy alignment and portfolio discussions..
Decide- Support Better Decisions
These tools bring structure to complex, high-stakes decisions. They help leaders slow down just enough to weigh trade-offs, risk, and long-term implications, especially when urgency or legacy thinking is pulling the conversation the other way. None of them dictate the outcome. They just make sure the decision you land on is one you can defend.
Investment and architecture decisions
Buy vs Build Decision Tool
Clarifies trade-offs, cost, risk, and strategic fit behind a build-or-buy call. Good for CIOs and executive teams. Often used in application strategy and modernization planning.
Cloud vs On-Premise Decision Tool
Lays out infrastructure trade-offs, operational implications, and risk exposure. Good for technology and security leaders. Often used in infrastructure strategy and executive decision discussions.
Tech Debt Risk Assessment Tool
Surfaces technical debt exposure and the business risk behind it, in language an executive team can act on. Good for CIOs, CFOs, and executive sponsors. Often used in modernization prioritization and investment justification.
Governance, risk, and technical debt
Data Governance Decision Tool
Establishes governance readiness, ownership clarity, and decision guardrails. Good for leaders accountable for data, privacy, and compliance. Often used in governance model design and risk conversations.
Develop - Streuctured Leadership Progression
Leadership maturity builds in layers. Personal stability supports behavioral consistency, and behavioral consistency supports executive effectiveness. These three assessments are deliberate entry points into that progression, not a menu you pick from at random. Leaders start at different layers depending on where the friction is, but the sequence itself matters.
Self-Reflection Assessment- Personal Clarity
Examines how you operate under pressure and how your internal patterns shape the impact you have on others. Surfaces emotional regulation and tone shifts, stress response and pacing changes, accountability patterns, and the gap between how you see yourself and how others experience you.
Best for: leaders at any level who want more steadiness and self-awareness. Often used for: early-stage coaching, tone or presence concerns, and stabilizing leadership under pressure. Impact usually shows up first as calmer conversations and less interpersonal friction.
Leadership Presence Assessment — Leadership Consistency
Evaluates how your leadership behavior actually lands on other people, and whether it produces predictable clarity. Looks at how you define expectations before work starts, feedback timing and performance conversations, your managing-up rhythm and executive framing, and how transparently you talk about decisions and trade-offs.
Best for: directors, VPs, and senior leaders expanding their influence. Often used for: strengthening executive credibility, improving alignment, and reinforcing performance discipline. Impact usually shows up as faster alignment and fewer performance surprises.
Technology Executive Performance Assessment — Executive Effectiveness
Evaluates the maturity of the technology function itself and the executive's enterprise impact. Assesses strategic alignment of technology investment, portfolio governance discipline, financial and vendor oversight, bench strength and risk posture, and enterprise influence and innovation discipline.
Best for: CIOs and senior technology executives. Often used for: benchmarking maturity, scaling complexity, clarifying role expectations, and strengthening board confidence. Impact usually shows up as clearer prioritization, a stronger governance cadence, and more executive trust.
Choosing your entry point: Some leaders start with personal clarity. Others start with executive benchmarking and circle back to the earlier layers over time. Where you start depends on where the friction actually is, not on a fixed formula.
Have a question about how these tools are used and where to start? If something above sparks a question, that's usually the right next step.