Client Interview 1

Your Name:
Date:
Company:
Phone:
Email:
Respond to the following statements with the response that best fits your experience:
ALWAYS • OFTEN • SOMETIMES • RARELY

OVERALL:

1. My time is productive: I have quality time to focus is on what’s most important, not just on what’s urgent.
Always Often Sometimes Rarely
2. I consistently set and achieve my goals.
Always Often Sometimes Rarely
3. I am able to physically and emotionally leave my work at the office.
Always Often Sometimes Rarely
4. I feel peaceful and relaxed at work. I have no stress or worry about my work, or my work performance.
Always Often Sometimes Rarely
5. Once I recognize habits that work against me, I adjust how I do things.
Always Often Sometimes Rarely

WORKFLOW:

6. I manage paperwork well.
Always Often Sometimes Rarely
7. I have a system in place for planning, prioritizing, and achieving goals.
Always Often Sometimes Rarely
8. My desk and work area physically reflects the high quality of my work.
Always Often Sometimes Rarely
9. I effectively manage or juggle multiple priorities.
Always Often Sometimes Rarely
10. I consistently meet timelines (deadlines).
Always Often Sometimes Rarely
11. I have an effective system for managing my fax, voice mail, e-mail, pager, cell phone, etc.
Always Often Sometimes Rarely
12. I keep up with my reading materials.
Always Often Sometimes Rarely
13. I use Microsoft Outlook for managing my projects/tasks.
Always Often Sometimes Rarely
14. I am well prepared for meetings and use meeting time effectively.
Always Often Sometimes Rarely
15. I have an effective system in place for supervising the work of my direct reports.
Always Often Sometimes Rarely
16. When I delegate tasks or projects to others, I am able to “let go” once I have delegated a task. I have a way of following up on those tasks through to completion.
Always Often Sometimes Rarely
17. When I delegate tasks or projects to others, I am able to “let go” once I have delegated a task. I have a way of following up on those tasks through to completion.
Always Often Sometimes Rarely
18. I use email as a method of communicating the status and next actions on my projects and priorities.
Always Often Sometimes Rarely
19. I forget or lose track of important information, or I forget a task that I intended to complete.
Always Often Sometimes Rarely
ELECTRONIC, EMAIL & PAPER FILING SYSTEMS

20. My “portable office” (briefcase, car, home office, laptop, etc.) provides adequate support while away from my office.
Always Often Sometimes Rarely
21. I have an easy-to-use paper filing system and space in my file drawers for easy filing and retrieval.
Always Often Sometimes Rarely
22. I can find needed information in my office within 5 minutes.
Always Often Sometimes Rarely
23. If necessary, others can find needed information in my files within 5 minutes.
Always Often Sometimes Rarely
24. I have a systematic method for naming electronic files.
Always Often Sometimes Rarely
25. I have a good filing system for managing my email.
Always Often Sometimes Rarely
26. How many emails do you currently have in your inbox?

27. The top 3 challenges that I experience with my work / office are:
1.

2.

3.