Leadership Assessments for Executive and Organizational Development
Assessments That Create Clarity, Not Labels.
Case Study: Building Stronger Collaboration Across a Distributed Financial Services Team
CLIENT BACKDROP
A growing private financial credit firm with a mix of co-located and remote employees wanted to strengthen collaboration across teams, functions, and locations as the organization scaled.
THE CHALLENGE
As teams expanded, differences in communication and decision-making styles became more visible. While performance was strong, collaboration was inconsistent and often depended on individual awareness rather than a shared approach.
The organization needed a way to:
- Create a common language for working across differences
- Reduce friction without slowing execution
- Support more intentional communication in everyday work
OUR APPROACH
Ama La Vida delivered a highly interactive DiSC® workshop designed around real work relationships and scenarios.
The experience helped participants:
- Build awareness of their own DiSC style
- Understand how others experience communication, feedback, and decisions
- Practice “style flexing” strategies through guided breakout discussions
- Translate insight into actions they could apply immediately
Participants received DiSC reports, practical job aids, and team-generated strategies to support continued application after the session.
IMPACT
The session drove strong engagement and immediate relevance:
9+/10 average ratings for engagement, relevance, and overall value
More productive conversations across teams and locations
Increased understanding of colleagues’ work styles
Clear, practical strategies for working together more effectively
Follow-up reinforcement encouraged participants to put insights into action, supporting sustained learning beyond the workshop.
Why Leadership Assessments Matter
Assessments are designed to provide data, not diagnoses. The real value comes from how that data is interpreted and applied.
At Ama La Vida, leadership assessments are a starting point for insight and development, not an endpoint. When thoughtfully selected and skillfully debriefed, they help leaders understand how they show up, where their strengths lie, and what may be limiting their effectiveness.
Every assessment is paired with expert interpretation and a human centered debrief, ensuring insight translates into action within the context of your role, organization, and goals.
How IT Works
Thoughtful Selection.
Expert Interpretation.
Human-Centered Debrief.
Intentional Selection
We align assessment selection to your leadership context, business priorities, and development goals, whether for executive development, succession planning, or team effectiveness.
Expert Interpretation
Assessments are interpreted by experienced and certified Ama La Vida coaches who understand leadership behavior, organizational systems, and business dynamics.
Action Oriented Debrief
Each engagement includes a one to one debrief that clarifies results, highlights patterns, and creates a practical foundation for focused development.
Assessments may also serve as the starting point for broader coaching or leadership development engagements.
Leadership Assessment Tools We Use
Below is a selection of leadership assessment tools we commonly use. Tools are chosen intentionally based on the individual, team, and organizational goals.We do not believe in a one size fits all approach.
Strengths, Personality & Preferences
- CliftonStrengths
- 16 Personalities / Myers-
- Briggs Type Indicator (MBTI)
- Enneagram
- DISC
- Insights Discovery
Interests, Motivation & Purpose
- Strong Interest Inventory (Myers-Briggs Company)
- Motivators
- DISC + Motivators
- The Print: The Why of You (Paul Hertz Company)
Ability, Behavior & Risk
- Highlands Ability Battery
- Hogan Assessments (HPI, HDS, MVPI)
- FIRO-B
Emotional Intelligence & Mindset
- EQ-i 2.0 Emotional Intelligence
- Positive Intelligence – Self Sabotage (Mental Fitness)
Feedback & Development
- Ama La Vida 360 Assessments
- Create Your Own 360
Assessment-Based Executive Coaching
When Assessments Are
Most Powerful
Leadership assessments are often integrated into Ama La Vida executive coaching engagements to accelerate insight and focus development.
Executive coaching memberships may include:
- A comprehensive 360 assessment
- A one to one debrief with a certified coach
- A personalized growth plan aligned to leadership goals
This approach helps leaders move beyond awareness into sustained behavior change and measurable impact.
Example Executive Leadership Assessment Program
Below is an example of how assessments may be deployed within a leadership engagement.
Program Scope Overview
Discovery session with key stakeholders
Individual Hogan debriefs covering HPI, HDS, & MVPI
Executive level debrief with senior leadership
Individual and team assessment reports
This structure delivers individual clarity and organizational level insight.
THE AMA LA VIDA DIFFERENCE
Coaches You Can Trust
All assessment debriefs are facilitated by experienced and certified executive coaches trained in Ama La Vida methodologies and leadership development standards.
Aligned Service Delivery
We operate as a cohesive team, ensuring consistent quality, experience, and outcomes across every engagement.
People-First, Real-Time Facilitation
Assessments and technology support insight, but meaningful development comes from thoughtful interpretation, dialogue, and reflection.
True Partnership
Every engagement is customized to your culture, leadership expectations, and business realities.
Frequently Asked Questions
How do you choose the right leadership assessment?
We begin by understanding the leader, business context, and goals, then select tools aligned to what you are trying to learn and develop.
Are assessments used for development or evaluation?
Assessments are primarily used for leadership development. When applied to succession planning, results are interpreted carefully and ethically.
Who facilitates the assessment debriefs?
All debriefs are led by experienced and certified Ama La Vida coaches trained in both assessment tools and leadership contexts.
How are results used in coaching engagements?
Assessment data focuses coaching conversations and accelerates movement into application and behavior change.
Can assessments support succession planning or team development?
Yes. Assessments support leadership pipelines, succession planning, and team effectiveness.
Do assessments replace coaching or feedback?
No. Assessments complement coaching and feedback as part of a broader development process.
BRING CLARITY TO
LEADERSHIP DEVELOPMENT
AS FEATURED IN
