EXECUTIVE

LEADERSHIP
Assessment & Goal Setting
Workbook
Catapult Your Upward Mobility
 Executive Leadership
Assessment
Please place a check mark in the appropriate box to
indicate how much you agree or disagree with the following
statements.

Strongly Somewhat Somewhat Strongly

Disagree Agree
Disagree Disagree Agree Agree

1. I am a great storyteller who

knows how to use storytelling to
engage others and to advance
business goals.
2. I know how to create a business
case for change and manage it
accordingly.

3. I understand the power of

relationships and how to build
and manage them accordingly
to advance business goals.

4. I am an effective, positive
communicator who actively
listens and engages others.

5. I am confident in my ability to
lead, transform, and influence my
team.
6. I am self-aware of my strengths
and weaknesses, and I know how
to leverage them.

7. I am socially aware of the politics

in an organization and how to
manage them accordingly.

8. I am a powerful presenter who

engages and influence others.

9. I know how to effectively develop,

executed, and manage strategic
plans that yields a high return on
investment.
10. I manage emotional reactions
well when pressured by work-
related politics and challenging
circumstances.

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.

 What Are Your Executive
Leadership Performance Gaps?
Please transfer your assessment scores from page one to the bar chart on
this page to get a graphical representation of your readiness for an executive
leadership position. Please shade in the bars accordingly.

Strongly
Agree

Agree

Somewhat
Agree

Somewhat
Disagree

Disagree

Strongly
Disagree

Q1 Q2 Q3 Q4 Q5 Q6 Q7 Q8 Q9 Q10

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.

 What Are Your
Monthly Goals?
Identify goals that will help you close the performance gap that you have
identified in the Executive Leadership Assessment. Choose S.M.A.R.T. goals.
Specific, Measurable, Achievable, Relevant, Time-Sensitive.

Goal 1: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Goal 2: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.

 Goal 3: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Goal 4: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.

 What Are Your
Monthly Goals?
Identify goals that will help you close the performance gap that you have
identified in the Executive Leadership Assessment. Choose S.M.A.R.T. goals.
Specific, Measurable, Achievable, Relevant, Time-Sensitive.

Goal 5: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Goal 6: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.

 Goal 7: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Goal 8: Due Date:

What is my goal?

Why is this goal so critical for

my upward mobility?

How can I achieve this goal?

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.

 Goal Tracker
Use this goal tracking sheet to track the percent completion of your goals.

Goal 25% 50% 75% 100% Date Comment

1.

2.

3.

4.

5.

6.

7.

8.

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.

 About the CEO

Dr. Mario D. Wallace, the

founder of the All-Things
Strategic brand, has
more than 20 years of
small business consulting
experience and 11 years
of healthcare consulting
experience. He has considerable
expertise in the areas of
process improvement, change
management, leadership
development, medical education,
program instructional development,
strategic management, and product
development. Recently, he published the
books Strategy Is Spelled ADEM, The Unstoppable
Leader, Strategy Management, the Executive Performance Journal, and DIVOC.

Dr. Wallace earned his bachelor’s degrees in International Language and

Rhetoric and Writing and his master’s degree in Education from the University
of Arkansas at Little Rock. He earned his doctoral degree from Walden
University in Business Administration Leadership. He has certifications in
the Balanced Scorecard from Palladium Group, Lean Six Sigma Black Belt
from Villanova University, Change Management from PROSCI, Emotional
Intelligence from the Hay Group, Communication from the Wiley Everything
DISC Workplace, and Facilitation from Development Demission International
(DDI). Dr. Wallace also earned his COVID-19 Contract Tracing Certificate from
Johns Hopkins University.

Office 501-551-9170
Allthingsstrategic.biz
allthingsstrategic@gmail.com

©Dr. Mario D. Wallace. ©All Things Strategic. All rights reserved.