TaxTMI 
TaxTMI 
TaxTMI 
Diagnostic Tool & Checklist designed to help you assess leadership effectiveness in your organization
Here’s a Diagnostic Tool & Checklist designed to help you assess leadership effectiveness in your organization. You can use this tool to evaluate individual leaders or leadership as a whole, either through self-assessment, team feedback, or 360° reviews.
Section 1: Vision & Strategic Direction
Statement | Rating (1–5) | Notes |
Leaders clearly communicate the organization’s vision and mission. | ||
Strategic goals are aligned with the long-term vision. | ||
Teams understand how their work contributes to the overall strategy. |
Section 2: Communication & Transparency
Statement | Rating (1–5) | Notes |
Leaders communicate frequently and clearly. | ||
Leaders are approachable and open to feedback. | ||
Critical information is shared in a timely and honest manner. |
Section 3: Emotional Intelligence & Empathy
Statement | Rating (1–5) | Notes |
Leaders show genuine empathy and care for team members. | ||
They handle conflict constructively and calmly. | ||
Emotional intelligence is evident in everyday interactions. |
Section 4: Decision-Making & Accountability
Statement | Rating (1–5) | Notes |
Decisions are timely, thoughtful, and data-informed. | ||
Leaders take accountability for outcomes (positive and negative). | ||
Teams are empowered to make decisions where appropriate. |
Section 5: Team Development & Empowerment
Statement | Rating (1–5) | Notes |
Leaders actively mentor and coach employees. | ||
Leadership provides development opportunities (training, stretch roles). | ||
Team members are empowered and trusted with responsibilities. |
Section 6: Results & Performance
Statement | Rating (1–5) | Notes |
Leaders consistently meet or exceed performance targets. | ||
They promote a culture of excellence and high standards. | ||
Underperformance is addressed promptly and constructively. |
Section 7: Culture & Values
Statement | Rating (1–5) | Notes |
Leaders embody and promote the organization’s core values. | ||
They cultivate an inclusive and psychologically safe environment. | ||
Team morale and engagement are high under their leadership. |
📊 Scoring Guide
- 1 = Strongly Disagree
- 2 = Disagree
- 3 = Neutral
- 4 = Agree
- 5 = Strongly Agree
Interpretation:
- 4.0 – 5.0: Highly effective leadership
- 3.0 – 3.9: Moderate performance; needs improvement
- Below 3.0: At risk; consider intervention or development plans
How to Use:
- Self-assessment: Leaders evaluate themselves against this checklist.
- Team feedback: Anonymous surveys using the same statements.
- 360° review: Combine feedback from peers, subordinates, and supervisors.
- Aggregate results: Identify consistent strengths and gaps.
- Action plan: Use results to develop targeted leadership development strategies.