Part 1 of 4

Tell Us About Yourself

Name*

First Last

Email*

Your role*

Business Owner or President/CEO

VP/Senior Leader

Manager

Individual Contributor

Name of Your Company*

What year was your business founded?

Annual Revenue

Number of employees

What are your highest priority outcomes from this experience?

What is your goal for your business or your role in the next year?

Part 2 of 4

Taking a Look Inward

Which of these statements most aligns with where you are today? Try not to judge your response. When you’re truly honest about where you are, we’re able to meet you there and provide the most realistic and helpful path forward.

So that we can offer better support through this journey, it helps us to know a little bit more about where you’re at. Everyone’s reality and philosophy differs, and there is no right or wrong answer to the following questions. Consider this a “judgement free zone.”

Personal Assessment: Please rate your personal satisfaction in the following areas*

	Highly unsatisfied	Unsatisfied	Neutral	Satisfied	Highly satisfied
My time management and work-life harmony.
How I am making an impact and building my legacy.
My ability to work on how I run the business.
My ability to remain curious when problems arise.

Part 3 of 4

Anchoring to Professional Management

One of the most readily adopted approaches to professional management is Aileron’s DOC System of Professional Management. This system was fathered by Clay Mathile who used this methodology to grow the Iams Company.

The DOC System is built upon three fundamentals, which are also its namesake.

Direction: Establishing the future desired state and influencing the organization to reach it
Operation: Aligning the organization to achieve the future desired state
Control: Holding the organization accountable to reach the future desired state

In this portion of the assessment, think about the current state of your business.

Direction*

	Not at all true	Rarely true	Sometimes true	Often true	Very true
Strategic goals are visible, achievable, and integrated into the organization’s everyday work.
Communication is transparent. Sharing happens often and organically. Leaders ask questions, seek input, and listen actively.
Leaders are self-aware, connected with the team, and in tune with the needs of the organization.
Work and life exist in harmony.

Operation*

	Not at all true	Rarely true	Sometimes true	Often true	Very true
The value proposition is clear and attractive, and the organization has a clear competitive advantage.
Feedback is expressed and received productively, and seen as a critical component for developing yourself and others.
Our business model is structured to achieve our desired state today and in the future.

Control*

	Not at all true	Rarely true	Sometimes true	Often true	Very true
Culture is owned by the entire organization, not the president or CEO.
The organization is held accountable to producing the results that meet our desired outcomes.
Results are visible to and shared with the people who can influence them.
When making decisions, we consider a collection of data sets and inputs that offer a more complete vantage point.

Is there anything else we should know about you or your business?

Phone

This field is for validation purposes and should be left unchanged.

JobsOhio Small Business Academy – Welcome Assessment