5 Assessments to Build a High-Performing Company Culture and Team

As tax season approaches, you may be looking for ways to grow your practice in the coming year. Your team will play a big role in your success. You may need to hire new people or optimize your existing team to achieve your goals.

Assessments can help you build a high-performing team and culture, allowing your practice to grow and thrive. Some assessments are free, while others cost a few hundred dollars. Either way, they are an investment in your team and your future success.

So how can you leverage reviews to create the culture and team you want?

5 Types of Assessments and How They Can Help You Build High-Performing Teams

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

1. Professional knowledge

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

● For your existing team, this assessment can help you determine if a person is truly qualified for their role or if additional training may be required. Advancements or innovations may leave some team members behind. Outdated practices and knowledge can hamper productivity and competitiveness, but ongoing training can help bring these members up to speed.

● When hiring, this assessment can help weed out unqualified candidates.

2. Skills

A skills assessment will give you more insight into the person’s skills to determine if they are a good fit for the job. The strength of their skills is another indicator of job performance, but it can also help you gauge 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 job when hiring.

3. Cognitive

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

● Problem solving skills

● Critical thinking skills

● Attention to detail

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

● For your existing team, a cognitive assessment can help you determine if a team member would be a good candidate for a leadership role or if they would excel in support roles. It can also help you better associate team members with projects and tasks.

● When hiring, this assessment can help you find candidates who will fill the 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.

4. Personality

Personality assessments help you better understand the characteristics, motivations, and work styles of your team members or 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 you understand what motivates a person. What is 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 who fit well with the company culture you are trying to create.

5. Emotional Intelligence

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

● For your existing team, an emotional intelligence assessment can help you find facilitators and leaders within your team. It can also help you assess whether certain team members will struggle to maintain good working relationships with their colleagues.

● When hiring, this assessment can help you find candidates who will complement other team members’ personalities and work well with others.

Assessments can be beneficial for optimizing your team and recruiting 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 make sure you hire the right people for the right roles.

4 tips to help you hire the right people

Assessments can strengthen your existing team and help you create the culture you want. But they can also be used to hire the right people.

Of course, to hire the best people, you’ll need to go beyond reviews. Here are a few tips:

  1. Know what is needed to fill the role and create a detailed job description. You know your ideal candidate. Translate it into a job description that will attract the right people.
  2. Establish a pre-hire assessment and use this information to strengthen communication and cooperation.
  3. Consider working with your coach or another professional to develop or improve your hiring process.
  4. Hire slowly and consider the future of your business when making hiring decisions.

Building a successful team and culture takes time and commitment. The first step is to establish or improve your hiring process. Once you know what you’re looking for, you can leverage reviews to help you find people who match your criteria.


Joseph Graziano, CFP® is Vice President and Wealth Management Partner at FFP Wealth Management. Through FFP management, Joe and his team help manage over $2.4 billion in assets. FFP Wealth Management has been serving the unique needs of the accounting community for over 28 years and was born out of an urgent need for accountants and financial planners to join forces to provide top-notch services to their clients. If you have any questions about expanding your accounting firm‘s services, you

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