Team Snapshot

The Team Snapshot invites you to pause and consider five areas that shape organizational health: communication, relationships, alignment, execution, and capacity. It won’t diagnose your team or prescribe a solution. It will help identify where deeper discovery may be worthwhile and give us a meaningful place to begin a conversation.

First Name

Last name

Phone

Company name

Position

How long have you led or worked with this team?

Which best describes the team?

Current environment

Leadership and team challenges often surface in five interconnected areas.

Instructions: Diagnose each area to understand your strengths and weaknesses, as well as identify your areas for improvement. A weakness in one area can create friction across the others, affecting both performance and resilience.

Communication

How clearly information, expectations, feedback, and concerns are shared, received, and understood.

Rate Communication

Significant concern — regularly interferes with the team

Inconsistent — works in some situations but breaks down in others

Functional — generally works, with identifiable gaps

Strong — consistently supports the team’s work

Healthy and sustainable — modeled consistently and reinforced across the team

Not sure / insufficient visibility

Describe any additional details affecting Communication:

Relationships

The level of trust, respect, connection, and psychological safety within the team.

Rate Relationships

Significant concern — regularly interferes with the team

Inconsistent — works in some situations but breaks down in others

Functional — generally works, with identifiable gaps

Strong — consistently supports the team’s work

Healthy and sustainable — modeled consistently and reinforced across the team

Not sure / insufficient visibility

Provide any additional details affecting Relationships:

Alignment

How well team members understand and support the shared purpose, priorities, roles, and direction.

Rate Alignment

Significant concern — regularly interferes with the team

Inconsistent — works in some situations but breaks down in others

Functional — generally works, with identifiable gaps

Strong — consistently supports the team’s work

Healthy and sustainable — modeled consistently and reinforced across the team

Not sure / insufficient visibility

Provide any additional details affecting Alignment:

Execution

The team’s ability to turn decisions and priorities into coordinated action, accountability, and results.

Rate Execution

Significant concern — regularly interferes with the team

Inconsistent — works in some situations but breaks down in others

Functional — generally works, with identifiable gaps

Strong — consistently supports the team’s work

Healthy and sustainable — modeled consistently and reinforced across the team

Not sure / insufficient visibility

Provide any additional details affecting Execution:

Capacity

Whether the team has the energy, skills, resources, and sustainable bandwidth to meet current and future demands.

Rate Capacity

Significant concern — regularly interferes with the team

Inconsistent — works in some situations but breaks down in others

Functional — generally works, with identifiable gaps

Strong — consistently supports the team’s work

Healthy and sustainable — modeled consistently and reinforced across the team

Not sure / insufficient visibility

Provide any additional details affecting Capacity:

Bringing the Picture Together

The five areas influence one another. These final questions help add context to your ratings and identify what may matter most moving forward. There are no perfect answers — respond based on what you currently see and experience.

What is one example that illustrates what the team is experiencing?

What have you already tried?

What would meaningful progress look like in the next 6–12 months?

How urgent does this feel?

Worth monitoring

Needs attention

Affecting performance

Requires timely intervention

Who else would need to be involved in addressing this?

What Would You Like to Happen Next?

This snapshot is intended to create awareness and support a more informed conversation. Your responses are a starting point, not a diagnosis or prescribed solution.

Please select the next step that would be most useful:

I would like Jimmy to review my responses and contact me.

I would like to schedule a discovery conversation now.

I am completing this snapshot for reflection and do not need follow-up at this time.