Momentum toward a Family Office’s goals is underpinned by successful communication. Fortunately, there are a multitude of methods to facilitate knowledge acquisition about communication styles of team members. Knowledge about how to best communicate with each other based on behavioral attributes translates to cost savings; time is money. If we have invaluable information about how to best communicate with each member of our team, then we are more likely to avoid conflict, which can take time to resolve. A friendly and comfortable work environment confers the intangible benefits of making employees and consultants happy.

The Agile Family Office Communication Services help Family Office staff communicate efficiently and respectfully. Our Agile Family Office Communication Services span the following key topics:

1. Excellent Management-Staff Communication

By far the most popular of our assessments, it gives valuable information to the employee, the manager, and the work team. It clarifies individual work styles, how styles affect job performance, and how the Management-Staff relationship affects productivity and goal achievement. It is used for a better understanding of the behavioral needs and characteristics of one’s self and others, and can be used to compare against behavioral models of the working environment itself. New behavioral hierarchy graphs rank your natural behavioral style in twelve areas commonly encountered in the workplace. 

This assessment is imperative in the digital workplace, where productivity gains of remote work can potentially be destroyed by unresolved communication issues. 

2. Executive Assessment

The Executive assessment is designed for CEOs, upper management, and other decision makers. It provides valuable information for executives to understand their leadership style and helps them adapt their behaviors to optimize their strengths. The report produces accurate descriptions of their strengths and value to the organization. 

We offer this assessment as part of our Talent Acquisition and Retention strategy.  

3. Team Building

Narrative adapted for sharing with coworkers in a team-building scenario. An effective team is more than a group with a task. The Team Building report helps the manager identify and harness individual energies, and effectively channel them toward group goals. The information is presented in a non-threatening manner to encourage members to share reports, recognize team priorities, resolve disagreement, blend their styles and achieve team goals. 

4. Team Behavioral (Combined)

Behavioral research suggests that the most effective people are those who understand themselves, both their strengths and weaknesses, so they can develop strategies to meet the demands of their environment. In this report we have adapted the individual report information to reflect the behavioral styles of the team in a combination report. The most effective teams have members who understand themselves as well as each other. 

5. Communicating with Style

An abbreviated version of the Management-Staff assessment better suited for use with entry level/temporary staffing. It features a Situational Strategies section on ways to react and advance a conversation when presented with conversational obstacles.

WORKPLACE MOTIVATORS®

6. Workplace Motivators

A person's performance can be directly related to Workplace Motivators. The Motivational Insights report allows individuals to understand how their prioritized values affect choices and provide purpose and direction in their lives. When combined with the behavioral assessment, the picture of the individual is complete - both HOW he or she will behave and WHY - the values and motivational drivers behind his or her actions.

EMOTIONAL QUOTIENT™

7. Emotional Quotient Assessment

Research shows that people who possess higher levels of emotional intelligence (EQ) are more successful and assured leaders. EQ is used for developing leaders, engaging teams, coaching and succession planning. The EQ assessment accurately measures one’s ability to sense, understand, and effectively apply the power of our overall emotional well-being to facilitate high levels of collaboration and productivity.

STRESS QUOTIENT™

8. Stress Quotient Assessment - individual and group

Measures seven index factors, revealing how stress affects the overall health, productivity, and morale of both individuals and workplace teams. Identifying these root causes allows conversations to begin about how organizations can improve employee performance and productivity. Individual reports can be combined for a group analysis report.

MULTIPLE SCIENCES COMBINED

9. Talent Insights and Workplace Motivators Combo

Combines the Management-Staff and Workplace Motivators reports into one and examines the behaviors individuals bring to the job and the motivators that drive them. This report blends behaviors and motivators together in an integrated section that will help blend the how and the why of an individual’s actions, including valuable content on time-wasters (see above for an overview of the two sciences).

10. Workplace Motivators and Emotional Quotient Combo

Examines the behaviors individuals bring to the job, the motivators that drive them, and an understanding of their own emotional intelligence. This report blends all three sciences together in an integrated section that will illustrate the impact emotional intelligence has on core behavioral styles as well as the top two motivators.

360 ASSESSMENT

11. 360 Full Feedback Report

Provides feedback from boss, peers, direct reports, and even customers to understand perception and the changes needed to increase effectiveness. Standard and customizable competency models are available that can be tied to an organization’s model(s). The in-depth report provides comprehensive rankings, ratings, and details analysis as well as detailed developments suggestions and resources. An efficient online system to manage the 360 assessment administration.