Please click on the circle above the statement that most closely fits your response to each statement. If a statement is not applicable to you, just skip it (do not make a choice for that one).  Go with your gut response and do not over-analyze. Once you click on the Submit button at the end, your responses will be tallied and your score will be emailed to you.

1. I am clear about what's most important to me, both personally and professionally.

   Always	Usually	Sometimes	Not Usually	Never

   
   
2. I have a good system for planning, prioritizing, and achieving my goals.

   Always	Usually	Sometimes	Not Usually	Never

   
   
3. I manage paperwork well (incoming mail, etc.).

   Always	Usually	Sometimes	Not Usually	Never

   
   
4. I have space in my paper filing system for easy filing and retrieval.

   Always	Usually	Sometimes	Not Usually	Never

   
   
5. I can find needed information in my office within 5 minutes.

   Always	Usually	Sometimes	Not Usually	Never

   
   
6. Others can find needed information in my files within 5 minutes.

   Always	Usually	Sometimes	Not Usually	Never

   
   
7. I complete tasks and projects on time, and I effectively juggle multiple priorities.
   

   Always	Usually	Sometimes	Not Usually	Never

   
   
8. I delegate tasks to others whenever possible, and I am able to "let go" once I have delegated a task.

   Always	Usually	Sometimes	Not Usually	Never

   
   
9. When doing focused activities, I can work without getting distracted by other projects, people, etc.

   Always	Usually	Sometimes	Not Usually	Never

   
   
10. I have an effective system for managing my fax, voice mail, e-mail, pager, cell phone, etc.

    Always	Usually	Sometimes	Not Usually	Never

    
    
11. I manage telephone time well (incoming and outgoing calls).

    Always	Usually	Sometimes	Not Usually	Never

    
    
12. Once I recognize habits that work against me, I adjust how I do things.

    Always	Usually	Sometimes	Not Usually	Never

    
    
13. My desk and work area physically reflects the quality of my work.

    Always	Usually	Sometimes	Not Usually	Never

    
    
14. I keep up with my reading materials.

    Always	Usually	Sometimes	Not Usually	Never

    
    
15. I have a systematic method for naming electronic files (including e-mail).

    Always	Usually	Sometimes	Not Usually	Never

    
    
16. I have a systematic method for purging unnecessary and outdated information.

    Always	Usually	Sometimes	Not Usually	Never

    
    
17. My "portable office" (briefcase, car, auxiliary office, laptop, etc.) provides adequate support when I am away from my main work area.

    Always	Usually	Sometimes	Not Usually	Never

    
    
18. I have an effective communication style and am a good team player.

    Always	Usually	Sometimes	Not Usually	Never

    
    
19. I have an effective system in place for managing/supervising work flow.

    Always	Usually	Sometimes	Not Usually	Never

    
    
20. I am able to physically and emotionally leave my work at the office.

    Always	Usually	Sometimes	Not Usually	Never

    
    
21. I have an effective way of handling and reducing stress.

    Always	Usually	Sometimes	Not Usually	Never

    
    
22. Overall, I enjoy what I do at work and at home (based on current responsibilities).

    Always	Usually	Sometimes	Not Usually	Never

(If you requested a free phone consultation...)  If I do not feel that I am the best person to assist you, do I have your permission to forward your responses to a trusted colleague who may be better suited to meet your needs? (If you check NO, rest assured that I will honor your request and will not share your responses with anyone else.)

What work-related issues keep you awake at night? What would make you feel better about this?

If you could save one hour a day (x 240 workdays/year) by getting more organized and managing your time better, what would that be worth to you and/or your employer? What would that enable you to do that you are not doing now?

What is one area of your life -- that if you focused on over the next three months -- would make a huge positive difference in the quality of your life? Describe some measurable outcomes you desire. Then imagine that you have already accomplished these outcomes and describe what this would do for you. Using the format below, identify your focus area.

EXAMPLE

Focus Area:

Manage my time well.

Measurable Outcomes:
I am on time or early for appointments and meetings.
I get tasks accomplished by the deadline.
I exercise for one hour at least three times a week.
I have realistic goals for new projects.
I have dinner with my family at least three times a week.
I do weekly planning for my personal and professional life.
I regularly attend choir practice when I am in town.

Motivation - what this will do for me:

I'm living with integrity when I keep my word to others.

I've raised my self-esteem.

I feel less stressed.

I am healthier.

I've deepened my relationship with my spouse and kids.

I have more time for what matters most.

I am more focused on my priorities.

I am clear about what to say NO to.