Assessment Instruments to be Used in Conjunction with Professional Coaching: A Resource List

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The list of instruments in this document is not intended to be definitive. These instruments have been presented to illustrate the broad range of resources that are available for instrument-based coaching and to point to several places where an organizational coach might turn when building a library of appropriate instruments for use as a professional coach. Six criteria were used for selecting the instruments included on this list: (1) the company producing the instrument is stable an d unlikely to go out of existence in the near future, (2) the company producing the instrument provides satisfactory or excellent customer service, (3) the instrument has been used by myself or my coaching colleagues and found to be of value in various organizational settings, (4) the instrument is reasonably priced, (5) the instrument measures a dimension of executive functioning that has been found to be of interest to many coaching clients, and (6) the instrument can be administered and interpreted without a professional license (though in some cases, formal training and certification is required to use the instrument, or certain data from the instrument can only be interpreted by a licensed professional). In some instances the instrument was chosen in part because of the interesting format of the questions or scoring form. Many of the instruments are available directly from the Professional Coaching Library (with link to the specific instrument) or from the Center for Personal and Organizational Assessment (P. O. Box 70, Harpswell, Maine 04079). In most cases it must be order from the company listed with the instrument.

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Normative Instruments

Assessment instruments that generate scores regarding the extent to which specific competencies are evident in a specific person as determined by the person themselves [Self] or other people [Other]

360 Degree Assessment

• Leadership Behaviors
  • Executive Dimensions®
    • Center for Creative Leadership
      www.ccl.org
  • LEA 360™
    • Management Research Group
      www.mrg.com
  • Campbell™ Leadership Index
    • PEARL™ Solutions
      www.pearl-solutions.com
• Managerial Skills
  • SKILLSCOPE®
    • Center for Creative Leadership
      www.ccl.org
• Developmental Skills Critical for Success
  • Benchmarks®
    • Center for Creative Leadership
      www.ccl.org
  • Hogan Development Survey
    • Hogan Assessment Systems
      www.hoganassessments.com
• Learning and Reasoning Skills
  • Prospector®
    • Center for Creative Leadership
      www.ccl.org
  • Business Reasoning Inventory
    • Hogan Assessment Systemswww.hoganassessments.com
• Competencies Important to the Organization: Tailor-Made Assessments
  • LEA™
    • Management Research Group
      www.mrg.com
  • 360 BY DESIGN®
    • Center for Creative Leadership
      www.ccl.org
• Developmental Needs Analysis
  • Development Needs Inventory
    • Teleometrics International
      www.teleometrics.com

Self/Co-Worker Assessment

• Employee Involvement
  • Access Management Survey/Survey of Employee Access
    • Teleometrics International
      www.teleometrics.com
• Productive Practices
  • Productive Practices Survey/Survey of Management Practices
    • Teleometrics International
      www.teleometrics.com

Team Assessment

• Team Readiness
  • Teamness IndexTeleometrics International
    www.teleometrics.com

Descriptive Instruments

Assessment instruments that generate scores regarding personal preferences as assessed by the person completing the survey about themselves [Self] or another person [Other]

Career and Personal Values

• Achievement Orientation [Self/Other]
  • Managerial Philosophy Scale
    • Teleometrics International
      www.teleometrics.com
• Career Needs [Self]
  • Career Anchors[Schein]
    • Pfeiffer and Co. [now subsidiary of Jossey-Bass Publishers,350 Sansome St., 5th Floor, San Francisco, CA 94104 :[800/274-4434 or 415/433-1740]
• Career Report [Self]
  • The Birkman Method
    • Birkman International. 3040 Post Oak Blvd., Suite 1425,Houston TX 77056.[800/215-2760. FAX: 713/963-9142]
• Personal Motivations and Life Interests [Self]
  • Personal Directions®
    • Management Research Group
      www.mrg.com
    • Motives, Values, Preferences Inventoery
      • Hogan Assessment Systems
        www.hoganassessments.com

Change

• Rate of Personal Change [Self]
  • Life Change Inventory [Holmes and Rahe]
    • Available from Library of Professional Coaching
      http://www.libraryofprofessionalcoaching.com/Managing-Life-Transitions
• Rate of Organizational Change [Self]
  • Organizational Change Inventory [Bergquist]
    • Available from Library of Professional CoachingAvailable From the Center for Personal and Organizational Assessment
• Style of Change Agentry [Self]
  • Change Agent Questionnaire
    • Teleometrics International
      www.teleometrics.com

Coaching/Mentoring Styles

• Mentoring [Self]
  • Mentoring Style InventoryCenter for Personal and Organizational Assessment
• Personal Coaching [Self]
  • Personal Coaching Styles Inventory
    • Corporate Coach U
      www.coachingwell.com

Conflict-Management

• Style of Conflict Management [Self/Other]
  • Conflict Management Survey
    • Teleometrics International
      www.teleometrics.com
    • Thomas-Kilmann Conflict Mode Instrument
      • Xicom. Woods Road, Tuxedo, NY 10987. [914/351-4735  800/759-4266]

Decision-Making

• Styles of Decision-Making [Self/Other]
  • Styles of Teamwork Inventory [Hall]
    • Teleometrics International. 1755 Woodstead Court. TheWoodlands, TX 77380. 713/367-0060

Interpersonal Styles and Needs

• Communications [Self/Other]
  • Personnel Relations Survey [Johari Window]
    • Teleometrics International. 1755 Woodstead Court. TheWoodlands, TX 77380. 713/367-0060
• Interpersonal Needs [Self/Other]
  • Fundamental Interpersonal Relations Orientation—Element B
    • (Behavior)/Element F (Feelings)/ Element J (Job) [Schutz] Will Schutz Associates. P. O. Box 1339. Mill Valley, CA.94942-1339. 800/INCLUSION. FAX: 415/389-1630.
• Interpersonal Strengths and Needs [Self]
  • The Birkman Method
    • Birkman International. 3040 Post Oak Blvd., suite 1425,Houston TX 77056.[800/215-2760. FAX: 713/963-9142]
• Interpersonal Style and Strengths [Self/Other]
  • Strength Deployment Inventory [Porter]
    • Personal Strengths Publishing. P. O. Box 2605 Carlsbad, CA, 92018-2605
  • DiSC: Personal Profile System [Self/Other]
    • Available through a representative of the Carlson LearningCompany (www.carlsonlearning.com)
• Listening Styles [Self]
  • Listening Styles Profile [Watson and Barker]
    • Pfeiffer and Co. [now subsidiary of Jossey-Bass Publishers,350 Sansome St., 5th Floor, San Francisco, CA 94104 :[800/274-4434 or 415/433-1740]

Leadership

• Contextual Leadership [Self/Other/Culture]
  • Leadership Style Questionnaires [Bergquist]
    • Available from Center for Personal and Organizational Assessment
• Leadership Change [Self/Other]
  • Leadership Practices Inventory—Delta [Kouzes and Posner]
    • Pfeiffer and Co. [now subsidiary of Jossey-Bass Publishers,350 Sansome St., 5th Floor, San Francisco, CA 94104 :[800/274-4434 or 415/433-1740]
• Leadership Competencies [Self/Other]
  • Leadership Competency Inventory [McBer]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.[800/729-8074. FAX: 617/425-0073]
• Leadership Practices [Self/Other]
  • Leadership Practices Inventory (LPI) [Kouzes and Posner]
    • Pfeiffer and Co. [now subsidiary of Jossey-Bass Publishers,350 Sansome St., 5th Floor, San Francisco, CA 94104 :[800/274-4434 or 415/433-1740]
• Situational Leadership [Self/Other]
  • Leader Effectiveness and Adaptability Description (LEAD) [Hersey and Blanchard]
    • Pfeiffer and Co. [now subsidiary of Jossey-Bass Publishers,350 Sansome St., 5th Floor, San Francisco, CA 94104 :[800/274-4434 or 415/433-1740]
• Styles of Leadership [Self/Other]
  • Styles of Leadership Survey [Teleometrics]
    • Teleometrics International
      www.teleometrics.com

Learning

• Cognitive Adaptability [Self]
  • Adaptive Style Inventory [Kolb]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
• Cognitive Style [Self]
  • The Learning Style Inventory [Kolb]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
• Interpersonal [Self]
  • Student Learning Styles Questionnaire [Grasha and Reichmann]
    • Available from the Center for Personal and Organizational Assessment
• Media
  • Cognitive Mapping Inventory [Hill]
    • Available from the Center for Personal and Organizational Assessment

Management

• Blake and Mouton’s Managerial and Leadership Style Grid [Self and Other]
  • Styles of Leadership Survey
    • Teleometrics International
      www.teleometrics.com
  • Style of Management Inventory
    • Teleometrics International
      www.teleometrics.com
• Coaching [Self]
  • The Birkman Method
    • Birkman International. 3040 Post Oak Blvd., suite 1425,Houston TX 77056.
• Coaching and Management [Self/Other]
  • Coaching Process Questionnaire [McBer]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
• Empowerment and Management [Self/Other]
  • Power Management Inventory [Teleometrics]
    • Teleometrics International
      www.teleometrics.com
• Hall’s Style Parallax Model [Self/Other]
  • Management Styles Inventory [Hall]
    • Teleometrics International
      www.teleometrics.com
• Management Competencies [Self/Other]
  • Management Competency Inventory [McBer]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
• McBer’s Management Style [Self/Environment]
  • Managerial Style Questionnaire [McBer]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
• Participation and Management [Self/Other]
  • Participative Management Survey [Teleometrics]
    • Teleometrics International
      www.teleometrics.com
• Productive Management [Self/Other]
  • Productive Practices Survey [Teleometrics]
    • Teleometrics International
      www.teleometrics.com
• Socio-Technical Management [Self/Other]
  • Access Management Survey [Teleometrics]
    • Teleometrics International
      www.teleometrics.com

Motivation

• Work-Related Motivations [Self/Other]
  • Management of Motives [Maslow/Herzberg]
    • Teleometrics International  www.teleometrics.com

Organizational Culture

• Clarity/Standards/Responsibility/Flexibility/Rewards/ Team Commitment
  • Organizational Climate Exercise II [McBer]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.[800/729-8074. FAX: 617/425-0073]
• Inclusion/Control/ Openness/Significance/Competence/ Likability
  • Element O: Organizational Climate [Schutz]
    • Will Schutz Associates. P. O. Box 1339. Mill Valley, CA. 94942-1339. [800/INCLUSION. FAX: 415/389-1630]
• Organizational Climate, General
  • Organizational Climate Survey [Bergquist]
    • Available from Center for Personal and Organizational Assessment
• Power/Role/Achievement/Support
  • Diagnosing Organizational Culture [Harrison]
  • Pfeiffer and Co. [now subsidiary of Jossey-Bass Publishers, 350 Sansome St., 5th Floor, San Francisco, CA 94104 : [800/274-4434 or 415/433-1740]
• Readiness for Total Quality
  • Total Quality Management Readiness Index [McBer]
    • Hay/McBer. 116 Huntington Ave. Boston, MA 02116.

Personality

• Birkman, Personality and Perspective [Self]
  • The Birkman Method
    • Birkman International. 3040 Post Oak Blvd., suite 1425,Houston TX 77056.[800/215-2760. FAX: 713/963-9142]
• Hogan Five Factor Model [Self]
  • Hogan Personality Inventory
    • Hogan Assessment Systems
      www.hoganassessments.com
• Cattell’s Sixteen Personality Factors [Self]
  • 16 PF [Cattell]
    • IPAT. P. O. BOX 1188 Champaign IL 61824-1188
• Enneagram [Self]
  • Inventory and Profile [Aspell and Aspell]
    • Pfeiffer and Co. [now subsidiary of Jossey-Bass Publishers,350 Sansome St., 5th Floor, San Francisco, CA 94104 :[800/274-4434 or 415/433-1740]
• Erikson’s Eight Stages of Personality Development [Self]
  • Measures of Psychosocial Development [Hawley]
    • Psychological Assessment Resources. P. O. Box 998.Odessa, FL 33556. 813/968-3003
• Jungian Behavioral Styles—Keirsey [Self]
• Keirsey Temperament Sorter
  • http://keirsey.com/default.aspx
  • https://www.matrixbooksinc.com/index.html
• Jungian Personality Styles—Myers-Briggs Version [Self]
  • Myers-Briggs Type Indicator
    • Consulting Psychologists Press. 577 College Ave. Palo AltoCA 94306.
• Jungian Personality Styles—Singer-Loomis Version [Self]
  • The Singer-Loomis Type Deployment Inventory
    • Moving Boundaries, Inc. 1375 SW Blaine Ct. Gresham, OR  97030, 1-888-661-4433
• Jungian Personality Styles – Grey-Wheelwright [Self]
  • The Gray-Wheelwright-Winer 4-Letter Type Indicator Test [Available at no cost]
    • Neurocare
      www.neurocareusa.com
• Personal Values [Self]
  • Personal Values Questionnaire {McClelland]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.[800/729-8074. FAX: 617/425-0073]
• Self-Concept/Self-Esteem [Self]
  • Element S (Self Concept)/ Element E (Self Esteem) [Schutz)
    • Will Schutz Associates. P. O. Box 1339. Mill Valley, CA.94942-1339.[800/INCLUSION. FAX: 415/389-1630].

Power

• Empowerment and Use of Power [Self/Other]
  • Power Management Inventory
    • Teleometrics International
      www.teleometrics.com

Problem-Solving

• Style of Creative Problem-Solving [Self]
  • Creative Style Inventory [McCarthy]
    • Hay/McBer.116 Huntington Ave. Boston, MA 02116.[800/729-8074. FAX: 617/425-0073]
• Style of Problem-Solving [Self]
  • Problem Domain Preference Scale [Phillips and Bergquist]
    • HRD Press, Inc. 22 Amherst Rd. Amherst MA 01002800/822-2801. FAX: 413/253-3490

Teamwork

• Team Dynamics[Self and Others]
  • Styles of Teamwork Inventory/Teamwork Appraisal Survey
    • Teleometrics International
      www.teleometrics.com

Values/Philosophy

• Management & Leadership [Self and Others]
  • Managerial Philosophy Scale/Reality Check Survey
    • Teleometrics International
      www.teleometrics.com

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