Category Archives: Diagnostic Tool

Team Health Tool (DIAGNOSTIC TOOL)


Depends on how deep the discussion goes but at least 15 minutes

This diagnostic tool gives teams a quick way to assess the health of their team in three key areas: Caring (engagement), Closeness (relationships) and Commitment (dedication to the team and its goals).



  • Pens and paper for each person (markers can also be used)



  • Draw an example of the bar chart to show later.  It can look something like the one below:


Use the following script (or modify to suit your needs):

  • “We are going to do a quick assessment that will help you to assess the health of your team and go deep quickly in sharing reasons why it may not be as healthy as it could be.”
  • “This diagnostic tool measures three elements of your team:
    • Caring – which is your personal level of engagement or motivation about the work you are doing together
    • Closeness – which is how you feel about your relationships with your team members
    • Commitment – which is how dedicated you are to staying with the team and supporting the work that you are doing together”
    • “You will assess each of these individually and about how you personally feel.”
    • “Then you will share your assessment with each other and tell why you answered the way you did.”
    • “I would like you to rate each of these three elements on a 1-10 scale.  1 is low; 10 is high.”
    • “And I would like for you to chart it for us so that we can see a visual of how you are feeling.  The chart should look like this…” (Show an example that you have drawn beforehand.)
    • “Okay, go ahead and make your charts.  There are no wrong answers, because you are just putting down how you feel.” (Allow a few minutes for them to make their charts.  Describe the three categories again if you need to.  When they are all done, have them go around the group and individually share their charts.  Ask them to explain each of their answers, and allow the others to ask questions.  However, don’t allow anyone to tell a person that they are wrong for feeling the way that they do.)
    • “It’s important to note that a score of 10 on each of these elements isn’t necessary for all teams to be healthy.  Some teams are fine with lower scores in ‘Closeness,’ for example.  What do you think are healthy scores for your team?” (Allow them to discuss their thoughts on this until they come to an agreement.  Then, ask them to discuss what needs to happen to get the scores to the optimal levels.  Finally, have them create a plan and ask for their commitment to act on it.)
    • “Great work!  You can use this tool anytime you want to do a quick temperature check on your team’s health.  Now that you’ve been through the process once, it should go pretty fast in the future.”


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Filed under Assessment, Commitment, Diagnostic Tool, team

Perfect Day at Work (EXERCISE)


This activity helps participants to understand their personalities by describing a perfect day at work and getting feedback from a peer or group about what they heard.  It also helps the peer or group to improve their skills at recognizing different personality types.  This activity is for use with the Insights Discovery ® personality assessment tool.  You can find more information at



  • Give each participant something in the four Insights Discovery ® colors (Blue, Red, Yellow, Green) that they can stack.  Colored paper clips, Legos, blocks, or colored paper squares work well.
  • Teach about the Insights Discovery ® personality types.



Explaining the Exercise: 5 minutes.

Activity: 10 minutes for pairs; 20-30 minutes for groups

Debrief: 15 minutes.



  • Tell participants that you would like for them to pair up (or work in groups).
  • Each person should take turns describing his or her perfect day at work.
  • The partner (or group) should listen carefully for indications of color preferences in the description and arrange their colored items in the order they think represents the preference for the person describing their perfect day.  The most important preference should go on top, followed by the second-most important preference and so on.
  • When the person describing their perfect day is finished, their partner (or group) should reveal their stack of colored items and explain why they put them in that order.
  • The person who described their perfect day can challenge the color arrangement, in which case, they should discuss their different opinions and come to an agreement.
  • When feedback is finished for one person, the other person (or next person in a group) should share their perfect day, and the process should be repeated.
  • If you have time, have them then do the same exercise with a perfect vacation.



  • How easy or difficult was this activity?
  • What did you learn about yourself through this activity?
  • What did you learn about the different personality types through this activity?


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Filed under Assessment, Diagnostic Tool, exercise, Personality