5 Assessments to Build a Successful Firm Culture and Team

5 Assessments to Build a Successful Firm Culture and Team

By admin , 14 de February de 2022

5 Assessments to Build a Successful Firm Culture and Team

Assessments can help you build a successful team and culture, allowing your practice to grow and thrive. Some assessments are free, while others cost a few hundred dollars. In either case, they are an investment in your team and your future success.

So, how can you leverage assessments to build the culture and team you want?


5 Types of Assessments and How They Can Help You Build Successful Teams

Assessments can be used during the hiring process to help you find the ideal candidate for the job, but they can also be used to optimize your team or pinpoint areas where additional training may be necessary.


  1. Job Knowledge:

A job knowledge assessment can give you more insight into the person’s role-specific knowledge and skills. It can be a good indicator of job performance and help you determine whether the person will need additional training or education.

  • For your existing team, this assessment can help you determine whether a person is truly qualified for their role or if additional training may be needed. Advancements or innovations may leave some team members behind. Outdated practices and knowledge can hinder productivity and competitiveness, but continued education may help bring these members up to speed.
  • When hiring, this assessment can help weed out unqualified candidates.


  1. Skills:

A skills assessment will give you a better look at the person’s skills to determine whether they’re a good fit for the role. The strength of their skills is another indicator of job performance, but it can also help you evaluate the person’s problem-solving skills or ability to overcome challenges.

  • For your existing team, a skills assessment can help ensure that each member is competent for the job at hand. It can also tell you which specific skills may be lacking or insufficient, allowing you to provide more targeted and effective training.
  • This assessment can help you choose candidates with the most desirable skills for the role when hiring.


  1. Cognitive:

Hard skills are important, but they’re just one piece of the puzzle when building your culture and team. Two people may have the same exact skill sets, but they may differ in their:

  • Problem-solving abilities
  • Critical thinking skills
  • Attention to detail

Each of these skills will affect their performance and productivity. A deeper understanding of your team’s cognitive abilities can help you find roles, tasks, and projects that match their capabilities and provide greater fulfillment.

  • For your existing team, a cognitive assessment can help you determine whether a team member would be a good fit for a leadership role or if they would excel in supportive roles. It can also help you better pair team members with projects and tasks.
  • When hiring, this assessment can help you find candidates that fill gaps in your team. For example, you may have a lot of problem solvers on your team, but you may be lacking people who pay attention to detail. A cognitive assessment can help you build a well-rounded team.


  1. Personality:

Personality assessments help you better understand the traits, motivations, and working styles of your team members or job candidates. They can help you understand how your current team and candidates may fit into your culture.

  • For your existing team, a personality assessment can help your figure out what makes a person tick. What’s their motivation? How can you make this team member feel happier and more fulfilled at work? Which team members will work well together?
  • When hiring, this assessment can help you find candidates that fit in well with the company culture you’re trying to build.


  1. Emotional Intelligence:

An emotional intelligence assessment gives you a better understanding of how a person manages their emotions and perceives the emotions of others. A person’s ability to read the room can help diffuse or prevent conflict, provide motivation when needed and improve teamwork.

  • For your existing team, an emotional intelligence assessment can help you find mediators and leaders within your team. It can also help you gauge whether certain team members will struggle to maintain good working relationships with colleagues.
  • When hiring, this assessment can help you find candidates that will complement other team members’ personalities and work well with others.

Assessments can be beneficial for optimizing your team and hiring the right candidates. They can help you maximize your talent by placing the right people in the right roles. After all, when you understand your team – their motivations, skills, and instincts – you can keep them happy and fulfilled in the workplace. But they can also ensure that you hire the right people for the right roles.


Source: CPA Practice Advisor, by: Joseph Graziano, last update Jan 21, 2022.


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