WELL ASSESSMENT TOOLS

Three rigorously developed and scientifically validated assessment instruments are included in WELL’s  Core Program and Transition Program. These three assessments, which are described below, were selected by our senior team due to the richness and depth of self and organizational awareness each provide for our clients. Clients receive personalized one-on-one feedback from the three assessments. Using the data and insights gained, we co-create a TeddyShark Profile  with each client that becomes the development framework for her unique WELL  program.

The Birkman Method is an industry-leading, research-based personality assessment that is unique in its ability to account for the multi-dimensional complexities of human behavior. A constructive, non-judgmental tool, the Birkman is designed to provide statistically-valid insights about one's unique tendencies, motivations and behaviors. These measurable, data-driven predictions allow clients to penetrate beyond the subjective awareness we each have about our strengths, and gain clarity about how our actions and behaviors are most likely perceived by others.

Client results are presented in four distinct aspects of personality, calling special attention to key transformational leadership behaviors:

Usual Behavior: The positive behavior one uses to get results; it is the behavior a person has learned, and been socialized to view, as the most effective for achieving success and getting one's needs met. 

Underlying Needs: Needs describe how a client honestly wants to be treated, supported, and motivated by others and the environment around her. While needs may diverge greatly from usual behavior, and may be hidden, even from oneself, they reflect the inner self and the expectations one needs to have met in order to feel happy and satisfied. We believe that needs are the most significant factor influencing whether one is able to work productively and stay within a healthy level of stress.

Stress Behavior: As opposed to usual behavior, which occurs when in one's comfort zone, stress behavior consists of the actions taken when feeling frustrated, needs aren't being met, and things aren't going well. While this type of behavior is completely natural, it will tend to be seen by others as negative, out of character, and ineffective under most circumstances.

Areas of Interest: The work activities to which one is most likely attracted and the type of activities or interests that tend to bring the most pleasure or fulfillment. We believe that if a client's needs are being met, and she is therefore operating primarily in her usual, productive behavior, areas of untapped interests can be incorporated into one's life. If her needs are not being met, and she is operating primarily in stress behavior, there is little time or energy for integrating Areas of Interest into either career or personal life.

Personal Directions is a unique and powerful personal development assessment tool providing rich data and feedback for clients on where they see themselves in a number of significant areas of life, and where one might find greater fulfillment in her future. In the personalized one-on-one feedback with our client on her Personal Direction report includes discovery and analysis in the following areas:

Individual Directions Inventory: This is a broad set of patterns of purposes that represent aspirations and motives. Directions represent our striving to achieve specific rewarding or frustrating emotional goals in our lives. The way in which these goals are achieved may vary dramatically, depending upon the person. A client's Directions reflect a variety of internal processes: motives, needs, drives and values.

Appraise Your World: In this section, we present our client with a picture of her current personal world, showing the areas in which she is placing most of her energy and attention as a result of the values she holds and the choices she's made in her life. Individualized feedback is presented on 18 life sectors, grouped according to their influence on four aspects of her life, ranging from her direct dealings with the external world to her most internal, introspective life. The categories explored are:

• Professional/Public Self: Career, Economic, Community, Interpersonal
• Leisure Self: Recreation, Travel, Nature, Palate, Arts
• Personal Self: Family, Romance, Home, Practical Arts
• Inner Self: Spiritual, Emotional, Physical, Ideological, Intellectual

World Outcomes: Quality of Life Considerations: The last piece of the Personal Directions feedback addresses how the client feels about the personal world she has created by providing feedback on the following quality of life dimensions: Satisfaction/Dissatisfaction, Security/Insecurity, Internal/External Focus and Balance/Growth/Support.

Leadership Effectiveness Analysis(LEA) is part of an integrated suite of leadership assessment and development tools grounded in a technically superior, research-based model of effective leadership practices. Research has shown that there is no one right way to lead. Rather, effective leadership behaviors are those most conducive to achieve results in a particular role in a particular organization whose strategy, objectives, history and culture are unique.

WELL clients will either take and receive feedback on the LEA, or we will use the leadership assessment tool required in her organization in order tie the leadership development portion of WELL to the leadership profile established for senior management in her organization. The LEA leadership model is comprised of 22 behavioral leadership practices grouped under the following six core leadership functions:

·        Creating a Vision

·        Developing Followership

·        Implementing the Vision

·        Following Through

·        Achieving Results

·        Team Playing       

The LEA has an optional 360° feedback component which may be appropriate and beneficial to include, depending on the client’s situation.