SELF-EVALUATION QUESTIONNAIR

EFFECTIVE PERSONAL MANAGEMENT

INSTRUCTIONS: Consider each question thoughtfully. Circle the number that best describes
how you currently use your time. Only when you are completely hones with yourself will this
exercise be helpful. After you have completed the evaluation, total your score for each area
and then indicate your combined grand total.

1 - Yes/Always 2 - Usually 3 - Not Very Often 4 - No/Never

1. Work Hours:
a. Are you satisfied with the number of hours you each week? 1 2 3 4

b. If you could shorten your work day one hour each day, do you know what
you would spend that time doing? 1 2 3 4

How would you spend it? _____________________________________

_____________________________________________________________
(2) TOTAL
Good Time Use 2-3 Need Significant Improvement 6-7
Need To Improve 4-5 Wasting Time 8

2. Work Habits:
a. Do you make a written list of what you intend to do each day? 1 2 3 4
b. Do you keep any kind of record that shows whether you complete your list
or not? 1 2 3 4

c. Do you have a calendar for recording appointments and tasks you intend
1 2 3 4
to accomplish in the future?
d. Do you schedule blocks of time for yourself to accomplish important goals
and activities? 1 2 3 4

e. Do you assign time limits to the items on your task list? 1 2 3 4

f. Do you prioritize your task list each day? 1 2 3 4

(6) TOTAL
Good Time Use 6- 9 Need Significant Improvement 16 - 21
Need To Improve 10 - 15 Wasting Time 22 - 24

3. Work Space:
a. Is your workspace arranged so everything you need is readily available? 1 2 3 4

b. Do you keep your desk or other workspace clear of anything except the
1 2 3 4
work you are engaged in at that moment?
c. Do you usually spend less than two minutes looking for something you
1 2 3 4
need in your work?
d. Do you have a specific tray designated as an out basket? 1 2 3 4

Copyright © 1999 Leadership Management International®, Inc. ALL RIGHTS RESERVED

 1 - Yes/Always 2 - Usually 3 - Not Very Often 4 - No/Never

e. Do you have a specific tray designated as your in basket? 1 2 3 4

f. Do you dispose all your paperwork on the first handling? 1 2 3 4

g. Does your filing system keep your desk free from clutter? 1 2 3 4

h. Does your system for handling paperwork prevent procrastination? 1 2 3 4

(8) TOTAL
Good Time Use 8 - 12 Need Significant Improvement 21 - 28
Need To Improve 13 - 20 Wasting Time 29 - 32

4. Types of Time:
a. Do you organize related types of tasks to be accomplished in a specific
block of time? (Example: grouping telephone calls, reading mail, answering
correspondence.) 1 2 3 4

b. Do you set aside a certain block of time every day or several times a week
for uninterrupted creative activity? 1 2 3 4

c. Do you set priorities for different jobs and decide which jobs merit your
primary attention? 1 2 3 4

d. Do you spend an hour or more at the beginning of each month formally

1 2 3 4
planning it?
e. Do you have a routine process for planning monthly? 1 2 3 4

(5) TOTAL
Good Time Use 5- 7 Need Significant Improvement 13 - 17
Need To Improve 8 - 12 Wasting Time 18 - 20

5. Working Habits:
a. Do you ask your assistant or allow your voice mail to take calls for certain
length of time and return calls in-groups to improve your workflow? 1 2 3 4
b. Do you spend most of your telephone time on business exchange related
1 2 3 4
to the purpose of the call?
c. Do you group your questions and topics to reduce the number of
1 2 3 4
interruptions by phone, drop-ins, and others?
d. Do you go somewhere to prevent the telephone from breaking your
1 2 3 4
concentration on important matters?
e. Do you dictate brief memos, use e-mail, voice mail, or other technology to
reduce the time that it takes to contact a number of people? 1 2 3 4

(5) TOTAL
Good Time Use 5- 7 Need Significant Improvement 13 - 17
Need To Improve 8 - 12 Wasting Time 18 - 20

6. Making Use of Downtime?

a. Do you make effective use of travel time such as commuting to work, driving
1 2 3 4
to appointments, etc?
b. Do you frequently work on important things while waiting for someone else? 1 2 3 4
 1 - Yes/Always 2 - Usually 3 - Not Very Often 4 - No/Never

c. Do you minimize the amount of your down time by improved scheduling of

1 2 3 4
appointments, travel, etc?
d. Do you use some of your down time for relaxation and/or creative thinking? 1 2 3 4

(4) TOTAL
Good Time Use 4- 6 Need Significant Improvement 11 - 13
Need To Improve 7 - 10 Wasting Time 14 - 16

7. Use of Secretary or Assistant (if applicable):

a. Does your secretary/assistant know what is on your task list for today? 1 2 3 4

b. Does your secretary/assistant automatically find for you the file and
information that you need for the tasks on your list? 1 2 3 4

c. Does your secretary/assistant open and organize your mail? 1 2 3 4

d. Do you dictate your answers to letters and memos? 1 2 3 4
e. Do you direct your secretary/assistant to answer some correspondence for
1 2 3 4
you?
f. Does our secretary/assistant know exactly how to handle visitors and people
1 2 3 4
who call on the telephone?
g. Does your secretary/assistant always know where you are during the
1 2 3 4
working day?
h. Does your secretary/assistant know what circumstances are important
enough for you to be interrupted when you are in a conference? 1 2 3 4

i. Does your secretary/assistant know what you do that is important and what
1 2 3 4
is not important?
(9) TOTAL
Good Time Use 9 - 13 Need Significant Improvement 23 - 31
Need To Improve 14 - 22 Wasting Time 32 - 36

8. Delegation:
a. Do you delegate appropriately?
b. When you delegate a task, do you give adequate instructions so that it
1 2 3 4
may be done well?
c. When you delegate tasks, do you allow others to work in their own way
even though some things may be done differently from the way you would
1 2 3 4
do them?
d. When you delegate a task or responsibility, do you also delegate the
authority necessary to accomplish it effectively? 1 2 3 4

e. When you delegate a particular job, do you have a system to later inspect
the work to be sure that your instructions were understood and are still
1 2 3 4
being carried out?
(5) TOTAL
Good Time Use 5- 7 Need Significant Improvement 13 - 17
Need To Improve 8 - 12 Wasting Time 18 - 20
 1 - Yes/Always 2 - Usually 3 - Not Very Often 4 - No/Never

9. Training of Team Members (if applicable):

a. Are you available for team members to ask questions at unplanned times
of the day? 1 2 3 4

b. Do you conduct job training when you get repeated questions from team
members? 1 2 3 4

c. Do you delegate responsibility and authority to avoid repeated questions? 1 2 3 4

d. Do you avoid many of the repeated questions by establishing departmental

policy or rules that would guide employee’s activities in a particular area? 1 2 3 4

e. Do you delegate everything that you do that could be done someone else? 1 2 3 4

(5) TOTAL
Good Time Use 5- 7 Need Significant Improvement 13 - 17
Need To Improve 8 - 12 Wasting Time 18 - 20

10. Visitors:
a. Do you close your office door to get important tasks completed? 1 2 3 4

b. Do you discourage people from dropping into your office if they have no
1 2 3 4
important business to discuss?
c. Do you encourage visitors to set up appointments before coming to your
office? 1 2 3 4

d. Do you discourage visitors from staying longer than necessary by cutting

out small talk? 1 2 3 4

e. Do you prevent your self from repeatedly dropping into others’ offices? 1 2 3 4

f. Do you shorten visits and meeting by setting time limits? 1 2 3 4

(6) TOTAL
Good Time Use 6- 9 Need Significant Improvement 16 - 21
Need To Improve 10 - 15 Wasting Time 22 - 24

TOTAL OF ALL AREAS

Good Time Use 55 - 82 Need Significant Improvement 139 - 192
Need To Improve 83 - 138 Wasting Time 193 - 220

11. What are your job responsibilities?

12. What do you want a time management system to do for you?

Name: _________________________________ Position: ____________________________

Company: ______________________________ Phone Number: ______________________