Leadership Analytics Worksheet

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Leadership Analytics

Who is involved?
Leader (client or self): _______________________________
Follower (subordinate, peer, manager, etc.): _______________________________
Organizational Culture: What leadership role aligns with the organizational culture?
What is the relevant “organization” for this situation? ________________________________
Why?:

Pilot Organizational Culture: _____________________________________
Evidence:
 Direct quotes, examples,
Co-Pilot Organizational Culture: _____________________________________
Evidence:
 Direct quotes, examples,
Recommended Leadership Role(s) (based on analytical step):
 …

Motivational Preference (Follower’s): What leadership role aligns with the motivational preference?
Dominant Motivational Preference: _____________________________________
Evidence:
 Direct quotes, examples,
Recommended Leadership Role(s) (based on analytical step):
 …

Competence / Commitment (Follower’s): What is causing the specific performance issue?


Specific Performance Issue: _____________________________________
Why is specific performance issue important?
 …
Competence or Commitment? _____________________________________
Evidence:
 Direct quotes, examples,
Recommended Leadership Role(s) (based on analytical step):
 …

Relational Identity: Do you need to strengthen the relationship?


Evidence:
 Direct quotes, examples,
What actions will you take to strengthen the relationship?

Final Recommendations:
Recommended Leadership Role (“Final”): _________________________________
Why this leadership role?
 …
Recommended Actions:
1. …
2. …
3. …

©2007-2022 David M. Sluss, PhD; All rights reserved.

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