Dear Evaluator,

I would appreciate your assistance in completing this 360-degree survey. This survey is being employed as one of many tools in our board approved company’s succession planning process. The company created an original survey that represents the leadership core competencies of the “Company X Leader of the Future”. This survey also integrates the best practices often displayed by top leaders in successful “Good to Great” organizations. The purpose of this exercise is to gain insight into the perceptions on my leadership effectiveness and then work to improve any identified areas.

This is a 360-degree process that seeks input from subordinate, supervisory and peer level associates. This anonymous data will be tabulated by Lilia Garcia. Lilia will tabulate the data, prepare reports and assist me in the developmental process. You will direct this survey in three ways:

1. Copy the file, save it, complete it, and return by e-mail to liliagarcia75@msn.com

2. Go to www.ctmsurveys.com and follow the instructions for __________.

3. Copy, complete and fax to: (858) 271-5737

4. Copy and return by mail to: P.O. Box 261631, San Diego, CA 92196.

This survey will be destroyed once it is tabulated by the Professional Development Department. I will receive a report summarizing the perceptions in the skill areas contained in this survey (without names) so that I can develop action plans for my personal improvement goals. For this assignment, the company has hired an external consultant, Lawrence M. Bienati, Ph.D. to assist with this development process.

The survey is designed for completion in 15 minutes or less. Please return this survey by Thursday, __________. Again, thank you in advance for taking time out of your busy schedule to assist me in this worthwhile process. If you have any questions about this survey process, please contact Larry Bienati at 1-800-483-7153 extension 2.

Thank you.

Participant

EXECUTIVE LEADERSHIP QUALITIES

PARTICIPANT

Please check the box that best describes your perception of the participant’s demonstrated skill level. If you are unsure how to rate an area then please leave the question blank.

You are this persons…. □ Direct Report □ Peer □Supervisor □ Self □ Other

When rating the participant please consider this scale. If the person displays the behavior noted without exception at least 90% of the time, then your rating should be viewed as great performance. If the participant displays the behavior a majority of the time (75% or range greater), then you should rate them as good performance. If the person displays the behavior in a mixed way, some times good, more often than not, then you should rate them as mixed opinion. Finally, if the participant displays this behavior in a small way, then you should rate this as a needs improvement. If you feel you cannot rate the behavior then leave it blank.

I. VISIONARY THINKING	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Conveys a clear sense of Company X’s vision, mission and core values.	□	□	□	□
Maintains a long-term, big-picture view of the business and identifies the long-term, future needs and opportunities for the business.	□	□	□	□
Recognizes when it is time to shift strategic direction and anticipates changes in order to sustain competitive advantage.	□	□	□	□
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II. DEVELOPING AND UNDERSTANDING STRATEGY	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Understands the impact of trends on Company X’s plans and growth.	□	□	□	□
Grasps the position of the business within the marketplace, demonstrates a thorough understanding of the organization’s market position, opportunities, capabilities, andcompetitive threats.	□	□	□	□
Identifies critical goals and success factors in different business situations.	□	□	□	□
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III. DRIVING EXECUTION	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Orchestrates the pace and process of change to maintain operating effectiveness.	□	□	□	□
Assigns clear accountability backed by appropriate authority and responsibility	□	□	□	□
Drives continuous improvement in all organizational processes and products.	□	□	□	□
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IV. RISK TAKING/CREATIVITY	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Creates an environment that encourages innovation and risk taking.	□	□	□	□
Balances risks with rewards	□	□	□	□
Pursues new business opportunities and makes them a reality.	□	□	□	□
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V. PROMOTING TEAMWORK AND CAPACITY	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Knows how to get things done in a complex, multilevel organization.	□	□	□	□
Creates and environment that promotes teamwork	□	□	□	□
Actively involves subordinates in key decisions about operations	□	□	□	□
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VI. FINANCIAL UNDERSTANDING	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Has an understanding of the organization’s financial information.	□	□	□	□
Grasps the full meaning and interrelationships of key financial indicators. Can analyze, synthesize and extract information to make sound business decisions.	□	□	□	□
Demonstrates a willingness to take immediate action when financial indicators requireadjustments.	□	□	□	□
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VII. SEASONED JUDGMENT	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Applies broad knowledge and experience to address complex/critical issues.	□	□	□	□
Digs deeply to get the necessary information for decision-making.	□	□	□	□
Creatively integrates different ideas and perspectives.	□	□	□	□
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VIII. ATTRACTING AND DEVELOPING TALENT	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Puts the right people in the right position at the right time	□	□	□	□
Attracts and selects the best high-caliber talent	□	□	□	□
Knows how to build a strong team based on diverse talents.	□	□	□	□
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IX. MOTIVATING OTHERS	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Creates a climate where everyone stretches beyond what they thought they could do.	□	□	□	□
Nurtures commitment to a common vision and shared values.	□	□	□	□
Gives people the opportunity and latitude to run their area(s) of the organization.	□	□	□	□
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XI. BUILDING TRUST	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Maintains high standards of personal integrity; ethical.	□	□	□	□
Walks the talk of the company’s core values.	□	□	□	□
Behaves in accordance with expressed beliefs and commitments.	□	□	□	□
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XII. INTERPERSONAL AND ORGANIZATIONAL COMMUNICATION	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Creates open channels of communication; approachable	□	□	□	□
Keeps others well informed.	□	□	□	□
Expresses ideas clearly and concisely.	□	□	□	□
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XIII. CONFIDENCE AND EMOTIONAL INTELLIGENCE FACTORS	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Projects self-assurance and unshakable confidence.	□	□	□	□
Maintains a sense of humor	□	□	□	□
Readily shares credit and gives opportunities for visibility to others.	□	□	□	□
Seeks and accepts constructive criticism.	□	□	□	□
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XIV. BUSINESS DEVELOPMENT	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Encourages managers to sell the full range of applicable Company X services	□	□	□	□
Ensures managers allocate time on an ongoing basis to new business development	□	□	□	□
Is effective in personally developing significant new client relationships	□	□	□	□
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XV. WORK QUALITY	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Is effective in personally overseeing work on the most important initiatives to ensurehigh quality work	□	□	□	□
Ensures that managers are sufficiently involved in important projects to ensure highquality work	□	□	□	□
Conveys to staff the paramount importance of doing high quality work	□	□	□	□
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XVI. CLIENT/CUSTOMER RELATIONSHIPS	Needs Improvement	Mixed Opinion	Good Performance	Great Performance
Establishes effective personal relationships with other senior executives	□	□	□	□
Solicits candid feedback from clients on most important projects and issues	□	□	□	□
Intervenes effectively on problematic issues	□	□	□	□
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1. What do you appreciate about _________ leadership effectiveness?

2. What can __________ do to improve his leadership effectiveness?

3. What talents does __________ possess? In your opinion, where can he offer the company the most value in the years ahead as we identify many career path opportunities in the management, operations, program, technical, marketing and administrative areas?

4. Anything else you would like to add?

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