Assessment of Organizational Needs (Business)

Strongly Disagree 1     Disagree 2    Uncertain 3    Agree 4    Strongly Agree 5

1. I am clear about what’s most important to me, both personally and professionally.
1 2 3 4 5
2. I have a good system for planning, prioritizing, and achieving my goals.
1 2 3 4 5
3. I manage paperwork well (incoming mail, etc.).
1 2 3 4 5
4. I have space in my paper filing system for easy filing and retrieval.
1 2 3 4 5
5. I can find needed information in my office within 5 minutes.
1 2 3 4 5
6. Others can find needed information in my files within 5 minutes.
1 2 3 4 5
7. I complete tasks and projects on time, and I effectively juggle multiple priorities.
1 2 3 4 5
8. I delegate tasks to others whenever possible, and I am able to ‘let go’ once I have delegated.
1 2 3 4 5
9. When doing focused activities, I can work without getting distracted.
1 2 3 4 5
10. I have an effective system for managing my fax, voice mail, e-mail, cell phone, etc.
1 2 3 4 5
11. I manage telephone time well (incoming and outgoing calls.).
1 2 3 4 5
12. Once I recognize habits that work against me, I adjust how I do things.
1 2 3 4 5
13. My desk and work area physically reflects the quality of my work.
1 2 3 4 5
14. I keep up with my reading materials.
1 2 3 4 5
15. I have a systematic method for naming electronic files (including e-mail).
1 2 3 4 5
16. I have a systematic method for purging unnecessary and outdated information.
1 2 3 4 5
17. My ‘portable office’ (briefcase, car, auxiliary office, laptop, etc.) provides adequate support when I am away from my main work area.
1 2 3 4 5
18. I have an effective system in place for managing/supervising workflow.
1 2 3 4 5
19. I am able to physically and emotionally leave my work at the office.
1 2 3 4 5
20. I have an effective way of handling/reducing stress.
1 2 3 4 5
21. Overall I enjoy what I do at work and at home (based on current responsibilities).
1 2 3 4 5
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Part II

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