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.
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
- Center for Creative Leadership
- LEA 360™
- Management Research Group
www.mrg.com
- Management Research Group
- Campbell™ Leadership Index
- PEARL™ Solutions
www.pearl-solutions.com
- PEARL™ Solutions
- Executive Dimensions®
- Managerial Skills
- SKILLSCOPE®
- Center for Creative Leadership
www.ccl.org
- Center for Creative Leadership
- SKILLSCOPE®
- Developmental Skills Critical for Success
- Benchmarks®
- Center for Creative Leadership
www.ccl.org
- Center for Creative Leadership
- Hogan Development Survey
- Hogan Assessment Systems
www.hoganassessments.com
- Hogan Assessment Systems
- Benchmarks®
- Learning and Reasoning Skills
- Prospector®
- Center for Creative Leadership
www.ccl.org
- Center for Creative Leadership
- Business Reasoning Inventory
- Hogan Assessment Systemswww.hoganassessments.com
- Prospector®
- Competencies Important to the Organization: Tailor-Made Assessments
- LEA™
- Management Research Group
www.mrg.com
- Management Research Group
- 360 BY DESIGN®
- Center for Creative Leadership
www.ccl.org
- Center for Creative Leadership
- LEA™
- Developmental Needs Analysis
- Development Needs Inventory
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Development Needs Inventory
Self/Co-Worker Assessment
- Employee Involvement
- Access Management Survey/Survey of Employee Access
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Access Management Survey/Survey of Employee Access
- Productive Practices
- Productive Practices Survey/Survey of Management Practices
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Productive Practices Survey/Survey of Management Practices
Team Assessment
- Team Readiness
- Teamness IndexTeleometrics International
www.teleometrics.com
- Teamness IndexTeleometrics International
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
- Teleometrics International
- Managerial Philosophy Scale
- 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 Anchors[Schein]
- Career Report [Self]
- The Birkman Method
- Birkman International. 3040 Post Oak Blvd., Suite 1425,Houston TX 77056.[800/215-2760. FAX: 713/963-9142]
- The Birkman Method
- Personal Motivations and Life Interests [Self]
- Personal Directions®
- Management Research Group
www.mrg.com - Motives, Values, Preferences Inventoery
- Hogan Assessment Systems
www.hoganassessments.com
- Hogan Assessment Systems
- Management Research Group
- Personal Directions®
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
- Available from Library of Professional Coaching
- Life Change Inventory [Holmes and Rahe]
- Rate of Organizational Change [Self]
- Organizational Change Inventory [Bergquist]
- Available from Library of Professional CoachingAvailable From the Center for Personal and Organizational Assessment
- Organizational Change Inventory [Bergquist]
- Style of Change Agentry [Self]
- Change Agent Questionnaire
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Change Agent Questionnaire
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
- Corporate Coach U
- Personal Coaching Styles Inventory
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]
- Teleometrics International
- Conflict Management Survey
Decision-Making
- Styles of Decision-Making [Self/Other]
- Styles of Teamwork Inventory [Hall]
- Teleometrics International. 1755 Woodstead Court. TheWoodlands, TX 77380. 713/367-0060
- Styles of Teamwork Inventory [Hall]
Interpersonal Styles and Needs
- Communications [Self/Other]
- Personnel Relations Survey [Johari Window]
- Teleometrics International. 1755 Woodstead Court. TheWoodlands, TX 77380. 713/367-0060
- Personnel Relations Survey [Johari Window]
- 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.
- Fundamental Interpersonal Relations Orientation—Element B
- 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]
- The Birkman Method
- 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)
- Strength Deployment Inventory [Porter]
- 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]
- Listening Styles Profile [Watson and Barker]
Leadership
- Contextual Leadership [Self/Other/Culture]
- Leadership Style Questionnaires [Bergquist]
- Available from Center for Personal and Organizational Assessment
- Leadership Style Questionnaires [Bergquist]
- 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 Practices Inventory—Delta [Kouzes and Posner]
- Leadership Competencies [Self/Other]
- Leadership Competency Inventory [McBer]
- Hay/McBer.116 Huntington Ave. Boston, MA 02116.[800/729-8074. FAX: 617/425-0073]
- Leadership Competency Inventory [McBer]
- 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]
- Leadership Practices Inventory (LPI) [Kouzes and Posner]
- 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]
- Leader Effectiveness and Adaptability Description (LEAD) [Hersey and Blanchard]
- Styles of Leadership [Self/Other]
- Styles of Leadership Survey [Teleometrics]
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Styles of Leadership Survey [Teleometrics]
Learning
- Cognitive Adaptability [Self]
- Adaptive Style Inventory [Kolb]
- Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
- Adaptive Style Inventory [Kolb]
- Cognitive Style [Self]
- The Learning Style Inventory [Kolb]
- Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
- The Learning Style Inventory [Kolb]
- Interpersonal [Self]
- Student Learning Styles Questionnaire [Grasha and Reichmann]
- Available from the Center for Personal and Organizational Assessment
- Student Learning Styles Questionnaire [Grasha and Reichmann]
- Media
- Cognitive Mapping Inventory [Hill]
- Available from the Center for Personal and Organizational Assessment
- Cognitive Mapping Inventory [Hill]
Management
- Blake and Mouton’s Managerial and Leadership Style Grid [Self and Other]
- Styles of Leadership Survey
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Style of Management Inventory
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Styles of Leadership Survey
- Coaching [Self]
- The Birkman Method
- Birkman International. 3040 Post Oak Blvd., suite 1425,Houston TX 77056.
- The Birkman Method
- Coaching and Management [Self/Other]
- Coaching Process Questionnaire [McBer]
- Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
- Coaching Process Questionnaire [McBer]
- Empowerment and Management [Self/Other]
- Power Management Inventory [Teleometrics]
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Power Management Inventory [Teleometrics]
- Hall’s Style Parallax Model [Self/Other]
- Management Styles Inventory [Hall]
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Management Styles Inventory [Hall]
- Management Competencies [Self/Other]
- Management Competency Inventory [McBer]
- Hay/McBer.116 Huntington Ave. Boston, MA 02116.800/729-8074. FAX: 617/425-0073.
- Management Competency Inventory [McBer]
- 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.
- Managerial Style Questionnaire [McBer]
- Participation and Management [Self/Other]
- Participative Management Survey [Teleometrics]
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Participative Management Survey [Teleometrics]
- Productive Management [Self/Other]
- Productive Practices Survey [Teleometrics]
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Productive Practices Survey [Teleometrics]
- Socio-Technical Management [Self/Other]
- Access Management Survey [Teleometrics]
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Access Management Survey [Teleometrics]
Motivation
- Work-Related Motivations [Self/Other]
- Management of Motives [Maslow/Herzberg]
- Teleometrics International www.teleometrics.com
- Management of Motives [Maslow/Herzberg]
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]
- Organizational Climate Exercise II [McBer]
- 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]
- Element O: Organizational Climate [Schutz]
- Organizational Climate, General
- Organizational Climate Survey [Bergquist]
- Available from Center for Personal and Organizational Assessment
- Organizational Climate Survey [Bergquist]
- 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.
- Total Quality Management Readiness Index [McBer]
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]
- The Birkman Method
- Hogan Five Factor Model [Self]
- Hogan Personality Inventory
- Hogan Assessment Systems
www.hoganassessments.com
- Hogan Assessment Systems
- Hogan Personality Inventory
- Cattell’s Sixteen Personality Factors [Self]
- 16 PF [Cattell]
- IPAT. P. O. BOX 1188 Champaign IL 61824-1188
- 16 PF [Cattell]
- 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]
- Inventory and Profile [Aspell and Aspell]
- 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
- Measures of Psychosocial Development [Hawley]
- 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.
- Myers-Briggs Type Indicator
- 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
- The Singer-Loomis Type Deployment Inventory
- Jungian Personality Styles – Grey-Wheelwright [Self]
- The Gray-Wheelwright-Winer 4-Letter Type Indicator Test [Available at no cost]
- Neurocare
www.neurocareusa.com
- Neurocare
- The Gray-Wheelwright-Winer 4-Letter Type Indicator Test [Available at no cost]
- Personal Values [Self]
- Personal Values Questionnaire {McClelland]
- Hay/McBer.116 Huntington Ave. Boston, MA 02116.[800/729-8074. FAX: 617/425-0073]
- Personal Values Questionnaire {McClelland]
- 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].
- Element S (Self Concept)/ Element E (Self Esteem) [Schutz)
Power
- Empowerment and Use of Power [Self/Other]
- Power Management Inventory
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Power Management Inventory
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]
- Creative Style Inventory [McCarthy]
- 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
- Problem Domain Preference Scale [Phillips and Bergquist]
Teamwork
- Team Dynamics[Self and Others]
- Styles of Teamwork Inventory/Teamwork Appraisal Survey
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Styles of Teamwork Inventory/Teamwork Appraisal Survey
Values/Philosophy
- Management & Leadership [Self and Others]
- Managerial Philosophy Scale/Reality Check Survey
- Teleometrics International
www.teleometrics.com
- Teleometrics International
- Managerial Philosophy Scale/Reality Check Survey