Self-assessments
Where does your organisation really stand?
Self-assessments for banks: six specialist checks for leadership, change, projects and sales – developed in banks and financial services providers, applicable far beyond them. Twenty statements each, four minutes each, instant results. No registration, no email address.
Taking stock
Which check is right for you?
Six specialist self-assessments for typical leadership, change, sales and decision-making situations. Each comprises 20 statements, takes around four minutes and gives you an immediate evaluation: a percentage score, a profile across five dimensions and a concrete recommendation. No registration, no email address, no stored answers.
Not sure which one? Start with the one that makes you uncomfortable. It is almost always the right one.
The self-assessments are the entry point to stage S of the Slotta method: you see where your organisation stands before the direction is set.
Transformation & Change
Is an overhaul needed – or is clear direction missing?
Transformation check
Not every weakness calls for an overhaul. A stocktake across five areas – a low score means a high need for transformation.
- Strategy
- Structure
- Processes
- People
- Leadership
Transformation & Change
The overhaul is decided. Will the implementation hold?
Change readiness check
The best solution fails if it is not accepted. Twenty statements on awareness, desire, knowledge, ability and reinforcement – applied to one specific initiative.
- Awareness
- Desire
- Knowledge
- Ability
- Reinforcement
Interim Management
Why isn’t your initiative delivering?
Project check
Are your projects delivering what they promised? Twenty statements on decision rights, benefits measurement, capacity, risk – and on what is still running six months after handover.
- Governance
- Objectives & benefits
- Capacity
- Risk
- Embedding
Sales
When the numbers don’t add up, the system usually doesn’t either.
Sales/SFE check
How well is your sales organisation really managed? Twenty statements on customer knowledge, sales force, steering, leadership and processes – for branch and adviser sales networks at banks and financial services providers.
- Customer knowledge
- Sales force
- Steering
- Leadership
- Processes
Sparring & Advisory
When did anyone last disagree with you?
Decision check
The higher up you sit, the less often anyone disagrees with you. The check does not measure you. It measures the conditions under which you decide – dissent, information flow, alternatives, outside view and review.
- Dissent
- Information flow
- Alternatives
- Outside view
- Review
Sparring & Advisory
Is your institution being led – or merely administered?
Leadership check
Leadership does not appear on any balance sheet, but its consequences do. Twenty statements about your leadership team – and, if you wish, five more with which you set your own leadership alongside it.
- Direction
- Decisions
- Openness
- Retention
- Consistency
Personal · before you get in touch
Is now the right time to get in touch?
Mandate check
The six checks above measure your organisation. This one answers a different question: is it worth approaching me at all? Seven statements, around 90 seconds – before you invest time in a first conversation. Not every need is a mandate. And sometimes the most honest answer is: not yet.
The transformation check and the change readiness check belong together. One measures whether you should overhaul. The other measures whether your organisation can sustain an overhaul. The change formula puts it like this: dissatisfaction with the status quo, a clear vision of the target state and concrete first steps are multiplied – and it is their product that has to be greater than the resistance. If any one of the three is missing entirely, the product is zero. Need alone moves nothing.
What the six checks are based on in detail – and what I changed in the models:
A check does not replace a conversation, but it makes one shorter. Bring your results with you – then we will not talk about your situation, but about the next three steps.
Book a first conversationNot sure yet which check suits you? Under Client profiles you will find six typical starting situations – each one leads to the right check.
Note: the self-assessments provide general information and do not replace an assessment of the individual case. The Legal information applies.
Frequently asked question
Why you won’t find comparison figures here
Sooner or later, every check prompts the same question: fine, 62% – but where does that put me compared with other institutions? The question is fair. I still don’t answer it. And I will tell you openly why.
A check illuminates one section. Twenty statements, five dimensions, one area of your organisation. But your organisation is not a section. It is a structure of strategy, rules, history, people and boundaries that nobody can see from outside. Anyone who turns a section into a league table is not comparing institutions. They are comparing numbers that happen to look the same.
An example you will recognise: what your compliance function permits, the compliance function at the institution next door need not permit at all – and vice versa. The same matter, two institutions, two judgements, two completely different scopes for action. That does not show up in twenty statements. It cannot show up there. And yet it determines what is possible in your organisation at all.
A comparison figure would therefore not be knowledge here, but a feeling with a decimal point. You might be twelve points behind an average – and still not know whether you have a problem or simply different rules. Figures like that lead to decisions that become expensive: things get fixed that were never broken. And what really hurts is left lying, because it was not in any column.
That does not make benchmarking wrong. It simply has its moment. That moment comes when you know the whole picture: your business model, your rules, your history, your team. Then it is possible to say cleanly what is comparable with what – and what is not. Before that, it is guesswork – just with numbers in front of it.
Please take one piece of advice with you: if someone presents you with comparison figures and says you are better here and worse there, ask actively. Is that based on the overall picture or only on this one area? And can it be compared across institutions at all? If the answer is yes, it can be compared like that, then think these lines over once more and form your own judgement as to whether that is the right place to go for advice. I will not make that decision for you. It is yours to make.
What you get here instead is a yardstick that belongs to you. Your result shows where your organisation stands against its own standards, which of the five dimensions is falling behind and what may be causing it. Take the check again in six months – then you will have the only comparison that really holds: the one with yourself.
What I measure – and what I don’t Full disclosure, click to expand
I want to know whether these checks are of use to anyone. Without a count, I would never find out. Because in return I ask nothing of you – no sign-up, no address, no click on a consent banner – I think it is only right to tell you here in full what happens.
What is counted
| Event | What is stored |
|---|---|
| A check is started | which check, the time, and which website you came from – only its name, such as linkedin.com |
| A check is abandoned | how many statements had been answered up to that point |
| A check is completed | how long it took and which of the three result levels you fall into |
| A next step is chosen | whether the result was shared or printed, a first conversation was clicked or another check was opened |
| A shared result is opened | that someone has opened a result link that was passed on |
What is not stored
- Your answers. Not a single one. The evaluation is produced in your browser and stays there. All that is transmitted is which result level you fall into – not how you got there.
- Your IP address. It is not stored. To prevent anyone from deliberately inflating the counter, it is briefly converted into an irreversible checksum; this expires by itself after one hour.
- Cookies. None is set. That is why you see no consent banner for this count.
- Recognition. So that the events of one run belong together, your browser generates a random number. It is held only in the working memory of the open page and disappears as soon as you close the tab. On your next visit, you are someone else to me.
Why there is no consent banner
Consent is required for access to your device – cookies and similar storage. A number in the working memory of the running page is not such access. What remains is anonymous reach measurement that does not make anyone identifiable. The legal basis is my legitimate interest in knowing whether what I offer is actually needed (Art. 6(1)(f) GDPR).
How long
The count data is held on the same server as this website and is deleted automatically after 24 months. It is not passed on, not combined with other data sources and not used for advertising.
Your rights – and the honest limitation
Because no personal reference is created, I can neither give you information about this count data nor delete individual entries: I cannot attribute it to you – nobody can. That is not an excuse; it is the other side of anonymity. For all data that does relate to you – for example from a form or an appointment booking – your rights of course apply without restriction; they are set out in the privacy policy.
If you don’t want that either
Then don’t open the check – or send me a short message at office@slotta.at. I take every comment seriously, including one that creates work for me.