Edit Survey: Clients / Stakeholders
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Demonstrates strategic understanding and proactive value creation.
Strategic Thinking
Future Orientation
Q1
Anticipates our needs before we articulate them.
Analysis
Factor: Need Anticipation
High score: Proactive service orientation
Low score: Reactive only
Q2
Thinks ahead about how their work will affect our future needs.
Analysis
Factor: Forward Service Planning
High score: Plans for future client needs
Low score: Short-term focus only
Q3
Proactively suggests improvements that benefit our relationship.
Analysis
Factor: Value-Add Innovation
High score: Actively adds value beyond requirements
Low score: Delivers minimum requirements
Q4
Understands our strategic direction and aligns their work accordingly.
Analysis
Factor: Client Strategy Alignment
High score: Aligned to client strategic priorities
Low score: Disconnected from client strategy
Systems Thinking
Q1
Understands how their deliverables fit into our broader operations.
Analysis
Factor: Integration Awareness
High score: Considers context of deliverables
Low score: Delivers in isolation
Q2
Considers the wider impact of their recommendations.
Analysis
Factor: Impact Consideration
High score: Holistic recommendations
Low score: Narrow recommendations
Q3
Identifies potential issues across our shared workflow.
Analysis
Factor: Workflow Awareness
High score: Proactive issue identification
Low score: Issues discovered too late
Q4
Coordinates effectively across teams when our work involves multiple parties.
Analysis
Factor: Multi-Party Coordination
High score: Effective cross-team orchestration
Low score: Coordination gaps create confusion
External Awareness
Q1
Demonstrates understanding of our industry and market conditions.
Analysis
Factor: Client Industry Knowledge
High score: Knowledgeable about client context
Low score: Limited understanding of client environment
Q2
Brings valuable external perspectives to our discussions.
Analysis
Factor: External Insight Value
High score: Valued for unique perspective
Low score: Limited external insight
Q3
Stays current on developments that could affect our relationship.
Analysis
Factor: Relationship Context
High score: Informed and contextually aware
Low score: Out of touch with relevant changes
Q4
Understands the competitive pressures we face.
Analysis
Factor: Competitive Empathy
High score: Empathetic to competitive pressures
Low score: Unaware of client competitive context
Decision Quality
Analytical Rigor
Q1
Provides well-researched and thorough recommendations.
Analysis
Factor: Recommendation Quality
High score: Trusted advisor
Low score: Recommendations feel superficial
Q2
Backs up recommendations with evidence and data.
Analysis
Factor: Evidence Support
High score: Credible and data-backed
Low score: Unsubstantiated opinions
Q3
Considers our specific constraints and requirements in their analysis.
Analysis
Factor: Contextual Analysis
High score: Tailored to client context
Low score: Generic without customization
Q4
Clearly communicates the pros, cons, and risks of different options.
Analysis
Factor: Option Presentation
High score: Balanced and transparent
Low score: Biased or incomplete option presentation
Judgment Under Uncertainty
Q1
Provides sound advice even in uncertain situations.
Analysis
Factor: Advisory Reliability
High score: Trusted under uncertainty
Low score: Hesitant or unreliable under ambiguity
Q2
Is transparent about what they know and don't know.
Analysis
Factor: Epistemic Honesty
High score: Honest about knowledge limits
Low score: Overconfident or evasive
Q3
Makes good judgment calls on our behalf.
Analysis
Factor: Proxy Judgment
High score: Can be trusted to act in client interest
Low score: Poor judgment when acting independently
Q4
Responds appropriately to unexpected changes in requirements.
Analysis
Factor: Change Responsiveness
High score: Flexible and adaptive
Low score: Rigid or frustrated by changes
Accountable Choices
Q1
Takes ownership when deliverables don't meet expectations.
Analysis
Factor: Service Recovery
High score: Strong service recovery behavior
Low score: Deflects or minimizes issues
Q2
Provides honest assessments even when the news is unwelcome.
Analysis
Factor: Honest Assessment
High score: Trusted for candor
Low score: Sugar-coats or avoids difficult truths
Q3
Delivers on promises consistently.
Analysis
Factor: Promise Fulfillment
High score: Reliable delivery against commitments
Low score: Promises made but not kept
Q4
Is transparent about pricing, timelines, and limitations.
Analysis
Factor: Transparency
High score: Open and honest about constraints
Low score: Hidden costs or unrealistic expectations set
Delivers consistently high-quality service and maintains professional standards.
Service Delivery
Service Orientation
Q1
Demonstrates genuine commitment to our success.
Analysis
Factor: Client Success Orientation
High score: Invested in client outcomes
Low score: Transactional approach
Q2
Is responsive and accessible when we need them.
Analysis
Factor: Responsiveness
High score: Excellent availability and response time
Low score: Slow to respond or difficult to reach
Q3
Goes beyond the minimum requirements to deliver value.
Analysis
Factor: Above-and-Beyond
High score: Exceeds expectations regularly
Low score: Does only what is strictly required
Q4
Manages our expectations honestly and effectively.
Analysis
Factor: Expectation Management
High score: Clear expectations = few surprises
Low score: Over-promises and under-delivers
Quality & Timeliness
Q1
Delivers work that is consistently high quality.
Analysis
Factor: Quality Consistency
High score: Reliable quality level
Low score: Quality varies significantly
Q2
Meets agreed timelines reliably.
Analysis
Factor: Timeline Reliability
High score: Dependable delivery schedule
Low score: Frequent deadline misses
Q3
Communicates proactively if there will be any delays.
Analysis
Factor: Proactive Delay Communication
High score: Early warning enables our adaptation
Low score: Delays discovered at the deadline
Q4
Resolves issues quickly when they arise.
Analysis
Factor: Issue Resolution Speed
High score: Fast and effective problem resolution
Low score: Issues linger unresolved
Reliability
Q1
Is someone I can count on when it matters most.
Analysis
Factor: Critical Moment Reliability
High score: Trusted in high-stakes situations
Low score: Unreliable when pressure is highest
Q2
Maintains consistent service levels over time.
Analysis
Factor: Service Consistency
High score: Reliable long-term partner
Low score: Service quality declining over time
Q3
Follows through on all action items from our meetings.
Analysis
Factor: Follow-Through
High score: Every meeting action completed
Low score: Action items frequently dropped
Q4
Ensures smooth handoffs when multiple people are involved.
Analysis
Factor: Handoff Management
High score: Seamless coordination
Low score: Coordination gaps between team members
Builds trust, manages the relationship, and communicates transparently.
Relationship Management
Communication Quality
Q1
Communicates complex information in a clear, understandable way.
Analysis
Factor: Communication Clarity
High score: Excellent at making complexity accessible
Low score: Uses jargon or unclear language
Q2
Provides regular, useful updates on progress.
Analysis
Factor: Proactive Updates
High score: Client always knows current status
Low score: Client has to chase for updates
Q3
Tailors their communication to what I need to hear.
Analysis
Factor: Audience Awareness
High score: Client-centric communication
Low score: Generic communication
Q4
Is transparent about challenges and risks.
Analysis
Factor: Risk Transparency
High score: Honest even about bad news
Low score: Hides or downplays problems
Active Listening
Q1
Truly listens to our requirements and concerns.
Analysis
Factor: Client Listening
High score: Client requirements well captured
Low score: Requirements misunderstood or missed
Q2
Asks insightful questions that clarify our needs.
Analysis
Factor: Needs Discovery
High score: Uncovers unstated needs through questioning
Low score: Accepts surface-level requirements only
Q3
Remembers and follows up on topics from previous conversations.
Analysis
Factor: Relational Memory
High score: Client feels valued and remembered
Low score: Has to repeat themselves
Q4
Responds to our feedback constructively and makes improvements.
Analysis
Factor: Feedback Responsiveness
High score: Continuously improving based on client input
Low score: Feedback not acted upon
Stakeholder Alignment
Q1
Manages multiple contacts within our organization effectively.
Analysis
Factor: Multi-Contact Management
High score: Effective across client contacts
Low score: Only effective with primary contact
Q2
Navigates internal politics on our behalf when needed.
Analysis
Factor: Client-Side Navigation
High score: Helpful in navigating client organization
Low score: Unaware of client internal dynamics
Q3
Balances our needs with the capabilities and constraints of their organization.
Analysis
Factor: Boundary Management
High score: Honest about what is possible
Low score: Over-commits or is too restrictive
Q4
Acts as a true partner rather than just a vendor/provider.
Analysis
Factor: Partnership Behavior
High score: Invested in mutual success
Low score: Transactional relationship only
Demonstrates professional integrity and personal qualities that build trust.
Professional Character
Composure
Q1
Remains professional and composed during challenging interactions.
Analysis
Factor: Client-Facing Composure
High score: Calm and professional under pressure
Low score: Loses composure in client situations
Q2
Handles complaints or criticism gracefully.
Analysis
Factor: Complaint Handling
High score: Turns complaints into improvements
Low score: Defensive when receiving criticism
Q3
Manages frustration or disappointment without it affecting our relationship.
Analysis
Factor: Emotional Professionalism
High score: Professional emotional boundaries
Low score: Emotions negatively affect client interactions
Q4
Stays solution-focused even when problems are complex.
Analysis
Factor: Solution Focus
High score: Constructive problem-solving orientation
Low score: Gets bogged down in blame or complexity
Self-Awareness
Q1
Recognizes when their approach isn't working and adjusts.
Analysis
Factor: Adaptive Recognition
High score: Self-correcting approach
Low score: Persists with ineffective approaches
Q2
Is aware of how their communication style lands with us.
Analysis
Factor: Communication Self-Awareness
High score: Calibrates approach to client
Low score: Unaware of communication disconnects
Q3
Seeks our feedback on how to improve the relationship.
Analysis
Factor: Relationship Improvement
High score: Actively invests in relationship quality
Low score: Assumes everything is fine
Q4
Acknowledges mistakes openly and takes corrective action.
Analysis
Factor: Error Recovery
High score: Transparent and corrective
Low score: Hides or minimizes errors
Integrity
Q1
Acts with the highest ethical standards in our dealings.
Analysis
Factor: Ethical Standards
High score: Unquestionable ethics
Low score: Ethical concerns in dealings
Q2
Is transparent about potential conflicts of interest.
Analysis
Factor: Conflict Disclosure
High score: Proactive about potential conflicts
Low score: Conflicts of interest not disclosed
Q3
Protects our confidential information appropriately.
Analysis
Factor: Information Protection
High score: Trusted with sensitive information
Low score: Confidentiality concerns
Q4
Represents their capabilities and products/services honestly.
Analysis
Factor: Honest Representation
High score: Accurate and honest about what they can deliver
Low score: Exaggerates capabilities
