Organization Profile

The Organization Profile is comprised of the following tools:
Organization Profile

o Business Profile

o Personal Profiles + DiSC Assessments

o Financial Vital Signs Report

o Core Competency Matrix

The Organization Profile is designed to help Manuel become familiar with the key people and inner workings of the organization, and gain important perspective of the opportunities and challenges the organization is facing.

A Business Profile is a questionnaire focusing on many areas of the company including Business Plan, Finance, Service, and Procedures, to name just a few. The Business Profile is designed to develop an accurate perspective of the true condition and health of the inner workings of the business.

Personal Profiles are performed for each of the key people in your organization and are comprised of a DiSC Assessment and a questionnaire. The assessment and questionnaire are designed to allow Manuel to become familiar with an individual as well as help the organization gain important insight into its people.

The Financial Vital Signs Report helps identify which areas of your business are fine and which need some help. This report allows us to spot your Top 3 focus areas and is invaluable when assessing the business overall. This tool is an exclusive product provided by Corelytics™, the leading Financial Dashboard to help you manage your business, and Manuel is a Corelytics™ Certified Small Business Advisor.

A Core Competency Matrix is a spreadsheet detailing Key Personnel of the organization, Core Competencies the organization supports, Key Technologies the organization utilizes, and the Key Clients the organization serves. The Core Competency Matrix clarifies the mastery and depth of coverage for those things most important to the company and the client.

An Organization Profile is not required before coaching can begin for an entire company, but it is highly recommended because of the great benefits. Without the profile, focus can be very hard to attain, and many of the beginning Coaching Sessions tend to be more discovery than productivity. Conversely, by performing the Organization Profile, every following coaching session can be closer to 100% workout and a little less about becoming acquainted with your organization.


Organization Profile includes:

o Business Profile
o Personal Profiles
o Corelytics Financial Vital Signs Report™
o Core Competency Matrix
o First 5 DiSC Assessments for key personnel

Please Note: Once ordered, we will personally contact you to initiate the scheduling of Meetings and assignment of Profiles to your people.

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