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"Anna was retained to help guide a massive culture change in support of a business process reengineering project. The company was asked to move from an institutional/bureaucratic model to one less hierarchical, and more collaborative and dynamic." More

Jack Devlin, Director and Project Manager, Underwriting California State Automobile Association

Assessment Tools

Organizational, team and individual assessments are a key part of our consulting and coaching practice. The following is a selection of the tools we are certified to use.

Leadership Effectiveness Analysis: 360 Assessment & Development Tool; Strategic Directions, Role Expectations and Leadership Culture Assessment Tools (Management Research Group -MRG)

Benchmarks: 360 Assessment & Development Tool (Center for Creative Leadership)

Profilor: 360 Assessment & Development Tool (PDI/Korn Ferry)

Personal Directions: Self Assessment of Aspirations, Motives, & Values (MRG)

California Psychological Inventory: Personality & Behavior Assessment & Development Tool (Consulting Psychologist Press - CPP)

Myers-Briggs Type Indicator©: Personality Inventory (CPP)

Firo-B: Interpersonal Relationships Assessment Tool (CPP)

Thomas-Kilmann Conflict Mode: Conflict style assessment (CPP)

5 Dynamics© Self-assessment to identify the individual's and team's optimal process for learning and working together ( 5Dynamics)

Team DiagnosticTM: Team assessment and profile used to build high performance team (Team Coaching International)


A major financial services company was no longer responsive to customers' needs and, as a result, had lost market share. The company also found itself facing escalating transaction costs, poor risk selection, and a changing regulatory environment that its employees were not prepared to deal with.

View case study 1 to see how E&W helped this company improve service, reduce costs and revitalize its insurance business line.

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