How the assessment works

The assessment produces a composite view of the firm based on the input of individual owners, key managers and/or family members. Each individual independently completes a simple online questionnaire consisting of 108 true/false statements. The questionnaire is accessible via the Internet using standard browser software (i.e., Internet Explorer, Netscape Navigator).

The coordinator within the company or one of the company's advisors sets up the assessment using a simple online registration form. Each of the participants who will be invited to complete the questionnaire is identified and signed up in the system. Participants are assigned a unique user identification and password that enables them to access the secure online questionnaire. The user ID enables the system to identify the participants that are part of your assessment and combine the various inputs to create the composite results for your company.

Each participant's input is absolutely confidential--others within the firm, including the assessment coordinator and owners, cannot know how any individual participant responded to any particular item or how their input compares to the overall results. The assessment is designed to assimilate the range of perspectives that exist within the organization and provide a reliable composite view of the strengths, issues and risks that need to be addressed in strategic and succession planning processes.

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