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Have you assessed the success of your organization lately?

This quick and easy Circle of Success Organizational Assessment Tool (TM) will take you only 10 minutes to visually see what’s going well and what to improve in your company.

Overview of the Circle of Success Organizational Assessment Tool (TM)


Circle of Success Organizational Assessment ToolThe Business Energizers® Circle of Success Organizational Assessment Tool is an organizational medicine wheel.

For several decades, I have been using this simple, yet revealing tool when I work with the organizations to facilitate strategic planning. The tool:

  • Provides leaders with a quick visual assessment of many of the ingredients that generate success and profitability in organizations.
  • Enables you and your employees to see at a glance the “flat spots” that are hobbling your organization.
  • Reveals the areas in which you are maximizing your potential.
  • Engages employees as a teambuilding exercise.

Understanding the Circle of Success

  • You’ll notice that there are four quadrants in this wheel: (1) Planning; (2) Staffing; (3) Teambuilding; (4) Processes.
  • Each quadrant has 4-sectors, or focus areas. These are 16 areas where you can invest energy and resources.
  • Superimposed on the Circle of Success is a horizontal scale identified by 10 concentric circles with zero (“0”) in the center and “10” on the outer circumference. Here’s how it works…

Using the Circle of Success

  • First, decide what you want to assess—the organization as a whole or any individual department you choose. Invite your leaders to do the same to see how your collective points-
    Circle of Success Organizational Assessment Tool Example

    Example of Circle of Success Assessment Results

    of-view align or differ.

  • Next, score how you think/feel your organization is doing. The scoring works like this: Zero (“0”) is the lowest score and indicates that your organization or department sucks in that particular area. Ten (“10”) means your organization or department is functioning in an exemplary manner in that particular area and couldn’t do better if you tried.
  • Score each sector separately by asking yourself, “At this point in time, how well has our organization (or department) defined, communicated and performed in this particular area?”
  • For each sector, put an “X” on the scale in the center of the wedge you are scoring. (See the example)
  • When you have scored all 16 sectors, connect the dots.

Analyzing the Circle of Success Results

  • Now look at the “wheel” of connected dots you have just created. Will your wheel roll? Do you happen to see any interesting shapes? (Similar to looking for shapes in cloud formations, some of my perceptive clients have enjoyed identifying shapes resembling birds, bells, and other outrageous images. Have fun with it!)
  • Compare your wheel with others who have joined you in doing this exercise. Discuss the similarities and differences.
  • Identify low, “flat spots” on the wheel that need attention. These are notable areas in which to set goals and invest resources, maximizing your potential by bringing those areas back into alignment and balance.
  • Use this tool at least quarterly to see how well your organization (or department) is progressing.
  • There will always be new sectors of your organization that need attention because organizations are living, breathing organisms constantly ebbing, flowing, and morphing.

It’s your turn now

Give it a try. I think you’ll like its simplicity and effectiveness.

Click here to download my FREE Circle of Success Assessment Guide from my resources page.

Much success and fulfillment,


If you enjoyed this article, I think you’ll also enjoy these articles too:

The Power of Purpose
Creating a Culture with Core Values
Generate Mission-Centered Enthusiasm
Expand Your Power and Influence with Vision
Focus Your Attention on What Matters Most
Reduce Stress of Goal Setting
Goals Energize Our Lives
Creating Strategic Alignment Top to Bottom

Also, check out my FREE online class will shine more of a light on Goal Setting and other elements of strategic planning…

Click this link to my resources page to get access to my FREE Strategic Planning 101 online class.

I am happy to talk if you have questions or want assistance with strategic planning. Click this link to schedule a free 30-minute energizer Zoom call.

9 replies
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