Year-End Assessment Questions

The new year’s arrival prompts an assessment of last year.  My favorite evaluation model asks three core questions:

How was value created?

  • Which strategies produced measurable, lasting results?  Why did they succeed?
  • Why did certain efforts fall short, and what adjustments are needed?
  • How did our culture enable key wins?
  • How aligned is my team on these insights, and how will this shape our plans?

How effective was my leadership?

  • Which goals were achieved and why?
  • When communicating, how consistently and clearly did I link immediate tasks to our strategic objectives and culture? 
  • Before deciding, and when circumstances allowed, how often did I seek input from my team, and affected stakeholders?  Did this feedback produce more effective outcomes?
  • How much time was invested in appreciation, recognition, and cultural reinforcement?  Did I own poor results?
  • When under pressure, did I remain calm, avoid over-reacting, and respond thoughtfully?

How much time did I invest in the future?

  • How often did I engage customers to confirm value delivery, and identify evolving needs?
  • Did I encourage employee initiative and cross-functional collaboration to drive improvement and innovation?  How often did these efforts foster employee and culture development?
  • How often did I look outside the organization to identify trends, learn, and explore new opportunities?

How might these questions enhance your past year’s assessment?

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