The SORT TestSM
These questions will lead you to a better understanding of the SORT TestSM and how it applies to your business or to you as an individual investor.
Who
Developed the SORT Test?
Dr. Mary Anne
Knolle
Mary Anne Knolle, Ph.D. has
four university degrees - two in communication and two in psychology. Her
bachelor in communication is from the University of North Texas, and her master
is from the University of Texas at Austin. Her master in psychology is
from Houston Baptist University, and her Ph.D. is from the University for
Integrative Learning. Additionally, she and her physician husband have
raised four children.
She has been helping people
reach their goals all of her professional life. As a university
professor and management consultant specializing in change management since
1976. In 1989 she added a private practice in
psychology. This provides Dr. Knolle with a unique
perspective as most management consultants do not have experience working
with individuals and families to improve their personal as well as professional
lives. Most family psychologists are not change management consultants
helping financial professionals and investors with their professional
goals. Her work as a Mediator provides an added dimension of experience
to her professional training.
Dr. Knolle, referenced in
Marquis Who’s Who in the World (1995), is a member of Rotary International.
How is Dr. Knolle unique?
Typically,
management consultants do not have experience working with individuals and
families to improve their personal life.
And/or family psychologists are not management consultants. And/or Coping Strengths and Risk Tolerance
Consultants. She is also a mediator.
She
has a commitment to Lifetime Learning.
About every 8 years she gets another degree. Her three graduate degrees have given her varied and updated
tools to work with her clients. But it is the combination of
working with (1) families in private practice, (2) employees and management in
management consulting, and (3) investors in consulting about coping strengths
and risk tolerance that gives her expertise to work with each of us as a whole
person with goals in all of these areas of our lives.
Why is it named The SORT (Scientific Ordering of Risk Tolerance) Test©?
“Ordering of risk tolerance”
refers to the fact that each of the four coping strength sets requires (orders)
a specific kind of risk tolerance to accomplish its goal. The coping strength set of traits for the Developer requires medium risk to reach its
goals. The coping strength set of
traits for the Achiever requires high risk. The coping strength set of traits for the Controller requires low risk. The coping strength set of traits for the Facillitator reaches its
goals when it is sure that a balance exisits between other three coping
strength sets.
"Ordering of risk
tolerance" refers to the fact that each of the four coping strength sets
requires (orders) a specific kind of risk tolerance to accomplish its
goal.
|
Coping Strength Preference |
Kind of Risk Tolerance It Orders |
|
High |
|
|
Medium |
|
|
Low |
|
|
Balanced/What Risk Others Select |
The
SORT TestSM Chart:
WHAT EACH COPING STRENGTH SET PREFERS AND WHY chart shows each coping strength set
stated in business and/or investment terms.
Here is what someone with
each coping strength set is likely to say:
|
Coping Strength Preference |
|
|
I like being an Achiever |
"I realize I have to take higher risks to get higher returns and I'll do that. When I do, I want 100% of the credit - along with the money." |
|
I am a Developer |
"I do want the best. I am willing to take a medium amount of risk to get quality." |
|
I am comfortable being a Controller |
I'm going to play this safe. It's low risk that works for me. That's where I am comfortable." |
|
I like being a Facilitator |
I look for balance between the other three coping strength sets. I am happy when others are happy. |
Why did Dr. Knolle develop The SORT Test©?
People always need to know what kind of risk they are taking --
no matter what they do. In 1977 when Dr. Knolle developed the first form
of the SORT TestSM , she
was working as a Change Management Consultant. Change can be scary.
Dr. Knolle needed to know how risk-tolerant employees and their management were
to the changes that client companies were considering. The
SORT TestSM
provided the
information that was necessary to design an effective change management
structure to fit the employees risk tolerance.
The
original SORT Test© was used to help
corporations understand how a person can select one of four coping strength
sets (Developer, Achiever, Controller, and Facillitator) completely different one from another with completely different risk
tolerances to accomplish the same goal.
To understand each and honor its differences allows a corporation to
become more comfortable with its managers and employees selecting different
coping strength sets to accomplish corporate goals.
In 1989 when
she added a private practice in psychology she adapted it for use with
individuals, couples, families and in group counseling.
To reach new
goals we have to tolerate risk – whether we are a corporation, an individual, a
couple, a family – or a family with investment goals.
Two questions we need the answers
to are, “What set of coping strengths work best for me to reach this goal?” and
“What kind of risk does using these strengths require me to take?”
How does The SORT Test© help us to reach our goals?
The SORT
Test© (1) identifies which set coping strengths a person most prefers to reach
a goal and (2) identifies the kind of risk tolerance a person with this set of
coping strengths requires to accomplish its goals.
Although
each of us has a set of coping strengths that we most prefer to reach our
goals, usually we are not well enough
aware of them to articulate them clearly and completely. The SORT Test© does this for us.
To see these
four sets of coping strengths, Click “The SORT Test© Coping
Strengths Chart: What Each Coping
Strength Set Prefers and Why.” Each of the four sets of coping
strengths sets determines the kind of risk tolerance it needs to meet its
goals.
Your answers
to The SORT Test© identifies which one you most prefer – and how you rank the
other three.
Why has Dr. Knolle revised The SORT Test© for CFPs
to use in planning and revising a client’s investment stategy?
Since 1977
and 1995 versions of The SORT Test© have made it easy for people in business
and in their personal lives to (1) identify which set of coping strengths they
prefer and (2) the kind of risk tolerance that each set of coping strengths
require. Looking at his/her test
results a person says, “Oh yeah. That’s
me.”
Using The
SORT Test© to help your clients select investments in line with their coping
strength sets and resultant kinds of risk tolerance is a logical next
application of those began in 1977.
Here is what someone with each coping strength set is likely to say.
“I am a
Developer. I do want
the best. I am willing to take a medium
amount of risk to get quality.”
“I like being an Achiever.
I realize I have to take higher risks to get higher returns, and I’ll do
that. When I do I want 100% of the
credit – along with the money.”
“I am comfortable being a Controller.
I’m going to play this safe.
It’s low risk that works for me.
That’s where I’m comfortable.”
“I look for
a balance between the other three coping strength sets. I like being a Facilitator.
I’m happy when others are happy.”
Click to “The SORT Test© Coping Strength Sets for Profit Properties.” This chart shows each coping strength set
stated in business and/or investment terms.
In this
family business case study you get to see how each set of coping strengths
states his/her needs, values and goals – in the word choices each selects. Click to “Let’s Meet the Profit Properties, Inc. Family.”
How
has the SORT test been revised for investors?
So that CFP's and their
clients will have the same understanding of their risk tolerance!
Just like clients in the
management-consulting field, and clients in the family practice, individual
investors need the understanding of what their risk tolerance is so that they
can work toward realizing their goals.
Now Financial Planners and
their investment clients can have the same understanding of what their
client's risk tolerance is.
When both the Financial Planner
and investor take the SORT Test and have access to the their test
scores, then both parties understand what coping strengths operate in the
investing relationship.
How
does The SORT Test give an investor and a CFP the same understanding of High,
Medium, and Low Risk?
There are four sets of coping strengths
that an investor prefers
The SORT TestSM tells you which of these four sets of coping strengths an
investor prefers. Each set of coping strengths has its own kind of risk
tolerance.
Coping Strength
Preference
Kind of Risk Tolerance It Has
Achiever High
Developer Medium
Controller Low
Facilitator Balanced/What
Risk Others Select
Why
does a financial services client have specific coping strength preferences?
Because it has worked for them!
Right now it doesn't matter why
it worked - but it did. When they simply had to reach a goal this is the
coping strength they went for...depended on...and it worked. They trust
it and they keep going back to it.
To take the SORT TestSM and to talk with you about it reminds them of where they
have succeeded in their life. And you can help them remember. You
can say, "Is that how you got to be so successful? I have wondered how you
did it. I would like to know more about that. Tell me
more." Now you will get the life story on how your client became
successful. That's how you get to know what motivates your client.
We are all the heroes of our own life drama. We love to tell. It is
just that nobody asks. Well you just did.
This is the beginning of the
clients relationship with you. They are telling you how they go to be a
star. Everyone wants to do that. It is good for us all to review
our successes. Doing this is a great way for you and your client to learn
to care about each other.
You tell him that you are so
glad that he told you. "I see as my job to make you even more
successful. You are the Star and I am the coach. Together we can
take you where you want to go now. The goals I ask you to set are just
"where you want to go now" thoughts. And when do you want to
get there. We get to do that together. Think how we will enjoy doing it
together."
Based on this information, I
began my now lifelong goal of understanding How
to Manage Your Life to Get What You Value?
, which became a seminar I gave to others and which I
still give today. And use in private practice. I have refined
it over the years and continue to hone it with the help of lots of
people.
How do an investor and a Certified Financial
Planner find out what an investor's risk tolerance is now?
On the investor New Account
Forms, the investor check either "High, Medium, or Low" to indicate
the level of risk they they feel they can tolerate when investing their
money. However; the words: High, Medium,
and Low have different meanings to different people.
Both the investor and the
Certified Financial Planner (CFP) need a more complete understanding of what
"High, Medium, and Low" risk means to each of them. The SORT
TestSM gives
both the CFP and the investor the same understanding as you both look at the
investor's test scores.
How does the SORT TESTSM help the
investor and Financial Planner to select investments
that fit the investors' risk tolerance?
The investor’s
answers to the SORT
TestSM identify which kind of risk s/he most prefers and how s/he ranks the
other three. No other test gives coping strengths/risk tolerances and ranks
them.
_____________________________________________________________________________
Example 1
|
Coping Strength |
Kind of Risk Tolerance it Orders |
Rank |
% of Points Received on the SORT TestSM |
% of Portfolio for This Kind of Risk Tolerance |
|
|
|
|
|
|
|
Achiever |
High |
1 |
40% |
40% |
|
Developer |
Medium |
2 |
30% |
30% |
|
Controller |
Low |
3 |
20% |
20% |
|
Facillitator |
Balanced |
4 |
10% |
10% |
*An
investor/planner is advised, but not required, to select investments with these
percentages.
____________________________________________________________________________
Example2
|
CopingStrength |
Kindof RiskToleranceit Orders |
Rank |
% of PointsReceived on theSORT TestSM |
% of Portfolio for this kind of RiskTolerance |
|
|
|
|
|
|
|
Achiever |
High |
4 |
10% |
10% |
|
Developer |
Medium |
3 |
30% |
30% |
|
Controller |
Low |
1 |
40% |
40% |
|
Facillitator |
Balanced |
2 |
20% |
20% |
*An
investor/planner is advised, but not required, to select investments with these
percentages.
_____________________________________________________________________________
My spouse and I make investment decisions together. Do we average our test scores?
Yes. Then make whatever revisions seem like a
good idea. Let’s assume that Example 1
is your Coping Strengths Set and Example 2 is your spouse’s.
_____________________________________________________________________________
Average of Example 1 and Example 2
|
Coping Strength |
Kind of Risk Tolerance it Orders |
Rank |
% of Points Received on the SORT TestSM |
% of Portfolio for This Kind of Risk Tolerance |
|
|
|
|
|
|
|
Achiever |
High |
2 |
25% |
25% |
|
Developer |
Medium |
1 |
30% |
30% |
|
Controller |
Low |
1 |
30% |
30% |
|
Facillitator |
Balanced |
3 |
15% |
15% |
*An
investor/planner is advised, but not required, to select investments with
these percentages.
_____________________________________________________________________________
How does the SORT TestSM help the
investor and CFP select investments that fit the investors tolerance for
risk?
The investor’s
answers to The SORT TestSM identifies which kind of risk s/he most prefers and how s/he ranks the other three.
_____________________________________________________________________________
Example 1
|
Coping Strength |
Kind of Risk Tolerance it Orders |
Rank |
% of Points Received on the SORT Test |
% of Portfolio for this kind of Risk Tolerance |
|
|
|
|
|
|
|
Achiever |
High |
1 |
40% |
40% |
|
Developer |
Medium |
2 |
30% |
30% |
|
Controller |
Low |
3 |
20% |
20% |
|
Facillitator |
Balanced |
4 |
10% |
10% |
*An
investor/planner is advised, but not required, to select investments with these
percentages.
____________________________________________________________________________
Example2
|
Coping Strength |
Kind of Risk Tolerance it Orders |
Rank |
% of Points Received on the SORT TestSM |
% of Portfolio for this kind of Risk Tolerance |
|
|
|
|
|
|
|
Achiever |
High |
4 |
10% |
10% |
|
Developer |
Medium |
3 |
30% |
30% |
|
Controller |
Low |
1 |
40% |
40% |
|
Facillitator |
Balanced |
2 |
20% |
20% |
*An
investor/planner is advised, but not required, to select investments with
these percentages.
Does the SORT TestSM help us in
normal every day conditions or only when we are stressed?
Both. The SORT TestSM has the same number of questions for Normal Conditions as it does for
Stressed Conditions.
Does our score on the SORT TestSM change when
we go
from Normal Conditions to Stress Conditions?
For some of
us it does change. For others of us it
does not.
IMPORTANT: It can be a real advantage if our test
results do change when we move back and forth between Normal Conditions and Stress
Conditions. Why? Sometimes we are not aware when we are changing our responses
from Normal Conditions responses to Stress Conditions responses. If The SORT TestSM score changes when we go from Normal Conditions to Stress Conditions we
can refer back to our score and ask ourselves, “Are my responses those of my
coping strengths (1) under Normal Conditions or (2) under Stress
Conditions?” And find out.
What causes us to go from Normal Conditions to Stress Conditions – A Bear Market?
Perhaps, but
not necessarily. One set of coping
strengths The Achiever can
prefer a Bear Market – it’s a great chance to buy.
THE BAD
NEWS: Everyone is different. What causes one us to go from Normal
Conditions to Stress Conditions and back to Normal Conditions probably won’t do
that to someone else…Life is complicated.
We each have many potential sources of stress.
THE GOOD
NEWS: Regardless of the causes of each
person’s stress s/he can find out WHEN s/he is stressed – by looking again at
each of our SORT Test© results for Normal Conditions and Stress Conditions.
Why is it important for a CFP and a client to know
when the client is in Stress Conditions?
Because in Stress Conditions the client might panic and want to change investments. The biggest losses can come when a client is tempted to Panic-and-Sell (is in Stress Conditions).
I perform a lot of roles other than being a client.
Are my SORT Test? coping strengths as a client the same as for my
other roles?
Probably not.
IMPORTANT: Sometimes there
is a shift in a person’s SORT Test? score for the different roles s/he
plays because different coping
strengths work better with different roles.
|
As an investor our role goal is: |
To have the amount of money we need at the time that we need it to reach our financial goals with the kind of risk we can tolerate. |
|
As a parent our role goal is: |
To manage a family so that each
person is loved and has a climate to develop her fullest potential. And to work ourselves out of a job! |
|
As a spouse our goal is: |
To help them
in declining years while preserving their dignity give and receive love and
ring in our primary relationship.
To take care of each other. |
|
As a child to aging parents our goal is: |
To help them in declining years while preserving their dignity |
|
As a CEO our goal is: |
To direct a
framework in which the organization provides a superior/the best product or
service at a profit (unless this is a nonprofit where profit is not a goal.
|
|
As a manager/professional our goal is: |
To carry out
our responsibilities to help the organization achieve its goals. |
Different roles have different
goals. We may select different coping
strategy sets and, therefore, different
kinds of risk.
After I use my
SORT Test results as I plan/revise my investments can I invite my Estate
Planning Attorney into this process?
Of course an investor can do
investment planning without working with a CFP and Estate Planning
Attorney. If you don’t want to work
with a CFP and/or Estate Planning Attorney, just skip this step and move
to How Each SORT Test? Coping Strength
Profile Helps to Plan a Good Investment Strategy.?
However, if you do want to add a CFP
or Estate Planning Attorney or both to the investment planning process you can.
How an
Investor Enters This Process
1.
Dr. Mary Anne Knolle is a psychologist who does life planning with
clients. When her client sets life goals, she discusses the importance of
funding them in a systematic way. If an
investor does not have a CFP, she suggests that the investor select one. Also
she suggests that when the investor is ready, they have an Estate Planning
Attorney write a will and set up a living trust.
2.
One of Dr. Knolle?s clients recommends her to a friend.
3.
A CFP recommends a client to Dr. Knolle.
4.
An Estate Attorney recommends a client to Dr. Knolle.
The Process
Goal:
A Client
CompletesThe SORT Test? as a Tool
To Design or
Revise His Investment Portfolio*
1.
Free initial one hour consultation with Dr. Knolle. Often a CFP's or Estate Planning Attorney's
client prefers to meet Dr. Knolle for the first time in his CFP's or Attorney's
office or conference room. Dr. Knolle continues to meet the
client at his CFP's or Attorney's conference room ? or wherever is most convenient
for the client. All members of the
Investment Team (typically a single investor or a couple investor) meet with
Dr. Knolle. They may invite their CFP,
Attorney or anyone else that they wish to invite. Dr. Knolle explains this process. If Investment Team members decide to use this process to assist
them in designing or revising their investment portfolio with an understanding
of what their SORT Test? results are, then they proceed to 2.
NOTE:
If an investor-client is married, both the husband and the wife need to
attend this meeting.
Investment Team members can schedule
additional hours.
Selecting or revising an investment
portfolio knowing each Investment Team member's SORT Test? results typically
increases a Team member's peace of mind about whatever selection or revision is
made. This peace of mind
helps him to concentrate better on his business.
2.
Each member of the Investment Team (everyone who will take part in
selecting or revising the investment portfolio) takes the SORT Tests?. Each person takes the test in
the role of an investor.
3.
Dr. Knolle meets with each member of the Investment Team
individually. In this meeting we
discuss the client's Dominant, Back-Up and Subordinate SORT Test? results - both in
Normal Conditions and in Stressed
Conditions. This is important because
it helps the client understand more about why he/she may be
tempted to revise their portfolio when they feel stressed; and Counter-Productive Uses of The SORT
Test? results. The
client identifies which of these uses is likely to influence
them in their role of an investor.
4.
All members of the Investment Team attend a meeting with Dr.
Knolle. Investment Team members can
invite the CFP and the Estate Planning Attorney. Together they review the following: A. 3.A. and B. of all Investment Team
members. It is best for all members to
be present. Dr. Knolle introduces other personality strength and
life planning tools which members of the Investment Team might wish to consider
as the investment process matures (4.B.1.-3.).
This is optional. Any Investment Team member can invite
anyone to their meetings with Dr. Knolle.
1. How to Manager
Your Life to Get What You Value? - Each Investment
Team member learns more about what he values. Then he makes choices
about the path of his life - and how he will fund
those choices.
2. How to
De-Stress Yourself: If You Can?t Take
the Heat Turn Down the Fire?
- 35 specific tests to identify and clarify sources
of stress in a client's life.
And his custom-designed Stress Strategy Plan (SSP)?
to fit the Investment
Team member's Individual Stress Assessment (ISA)?.
5.
Dr. Knolle suggests - but does not require - all Investment Team members
to participate in the three programs in 4B above. Even if no
Investment Team member participates in any these programs, the SORT
Test? is highly recommended.
6.
For additional information, contact Dr. Knolle at maknolle@hotmail.com
*Internet clients can work out this
process with an internet system of communications that everyone approves.
I have two SORT TestSM Coping
Strength Sets that are almost tied for 1st place.
How Do I plan investments using both coping strength sets?
How two SORT TestSM Coping Strength Sets Work Together to Plan Investment
Strategy
As you look at this, refer to
the SORT TestSM CHART:
WHAT EACH COPING STRENGTH SET PREFERS AND WHY .
1.
Maybe your client has 2 Sets of Coping Strength Sets that are vying for
the 1st preference (Dominant) position. This shows how they can work together.
2. This is also one example of how
your Dominant (1st preference) and Back-up Coping Strengths (2nd,
3rd and 4th preference) can work together to create
investment advantages. You may see
others now. As you use your Coping
Strength Sets you will discover more.
REMEMBER: It will be easier to develop a balanced diversified portfolio the
more that you get in touch with which kinds of investments your 2nd, 3rd and 4th
preference Coping Strength Sets would naturally gravitate toward selecting. Which are these Coping Strength Sets for
you?
Have fun with this.
Coping Strength Combinations Advantages They Create Together
|
The Developer and The Achiever |
|
are likely to select high quality investments (Developer) that have
the potential for high return on the
investment (Achiever). |
|
TheDeveloperandTheController |
|
Are likely to select high quality investments (Developer)
that have low
risk for loss (Controller). |
|
The Developer and The Facilitator |
|
Are likely to select high quality investments (Developer)
that everyone
on the Investment Team(Facilitator) can agree on. |
|
The Achiever and The Controller |
|
are likely to have the potential for high return on the
investment (Achiever) that have low risk for loss (Controller). |
|
The Achiever and The Facilitator |
|
are likely to have the potential for high return on the investment (Achiever) that everyone on the Investment Team (Facilitator) can agree on. |
|
TheController andTheFacilitator |
|
are likely to have low risk for loss (Controller) that everyone on the Investment Team (Facilitator) can agree on. |
|
Do you have some way to reconsider
before we Panic-and-Sell? |
|
|
|
The Four Coping Strength Sets Help you
Deal with Difficult People Find
out how you can deal with:
A.
Hostile Aggressives: Sherman
Tanks, Snipers, and Exploders .
B.
Complainers
C.
Super Agreeables
D.
Wet Blanket
E.
Bulldozers .
F.
Balloons G.
Stallers |
|
|
||||
How I Can Make Personal Mistakes and Create Stress When we use a Strength Set to excess
we turn a Productive Use of Strength into a Counter-Productive Use of
Strength. When any of us uses
a coping strength to excess we can
(1) make personal mistakes and (2) create stress for ourselves and for
others. This set of materials will show us
how excessive use of coping strength sets can cause us problems alone, with a
partner, or with a group. |
||||
|
||||
Does The SORT Test© help us in normal every day conditions or when we are stressed?
Both. The SORT Test© has the same number of
questions for Normal Conditions as it does for Stressed Conditions.
Does our score on The Sort Test© change when we go
from Normal Conditions to Stress Conditions?
For some of
us it does change. For others of us it
does not. We may change our (1) choice
of coping strengths and/or (2) kind of risk tolerance when we go from Normal
Conditions to Stress Conditions – and then back to Normal Conditions.
Since the
test measures how we are under both conditions we just look at the test results
to find out if we are under Stress Conditions – and didn’t realize it.
IMPORTANT: It can be a real advantage if our test
results do change when we move back and forth between Normal Conditions and
Stress Conditions. Why? Sometimes we are not aware of when we are
changing our responses from Normal Conditions responses to Stress Conditions responses. If The SORT Test© score changes when we go
from Normal Conditions to Stress Conditions we can refer back to our score and
ask ourselves, “Are my responses those of my coping strengths (1) under Normal
Conditions or (2) under Stress Conditions?”
And find out.
Can I over-use
a Coping Strength Set and by doing so
make
investment mistakes?
Sure.
Anyone can do that. Happens all
the time. But it doesn?t have to.
Learn "How to Identify
Coping Strength Excesses to Avoid Investment Mistakes."
The SORT TestSM tells us when we go from
Normal Conditions to Stress Conditions.
How Excessive Use of Coping Strength Sets Can Create Stress When we use a strength set to excess we turn a
productive use of strength into a counter-productive use. When any of
us uses a coping strength to excess we can create stress for ourselves and
for others. Using the materials in Personal
Mistakes , you have seen how the use of each coping strength can create
stress. Now learn how about the interaction with others and how stress
can be created when you are alone, with another, or with a group. The following materials will help
you use each Coping Strength Set to Relieve Stress. Included are: "How I
Relieve Stress When I am the Only One Here" You and Me
and Stress Make Three..And How We Make It Two Again Stress Relief
is All in the Family |
I perform a lot of roles other than being an investor.
Are my SORT Test© coping strengths as an investor the same as for
my other roles?
Different roles have different goals. We may select different coping strategy sets
– and, therefore, different kinds of risk.
You can take a different form of the SORT Test© – as you think of
yourself in another chosen role (not as an investor).
SORT Test© (Scientific Ordering
of Risk Tolerance) Form Tests for Each of Our Roles. Your SORT
identifies your coping strengths set which is the strategy that you use to
solve problems. With The SORT Test© you
also learn what kind of risk you are willing to take to change to reach your
goals and how to work well with all 4 SORT coping strength sets. You will learn to solve conflicts and to
appeal to their needs and values, to listen for a person's SORT coping strength
set and risk tolerance level and then talk to them using words that appeal to
their SORT language.
IMPORTANT: Sometimes a person’s SORT score is different
for the different roles s/he plays – because different coping strengths work
better with different roles.
A. As an investor
our role goal is: To reach the amount
of money we need to reach our financial with the kind of risk we can tolerate.
B. As a parent
our role goal is: To manage a family so
that each person is loved and has a climate to develop his/her fullest
potential.
C. As a spouse
our goal is: To give and receive love
and caring in a primary relationship.
D. As a child to
aging parents our goal is: To help
them in declining years while preserving their dignity.
E. As a CEO our
goal is: To direct a framework in
which the corporation provides a superior/the best product or service at a
profit.
F. As a manager,
professional and/or employee our goal is:
To carry out our responsibilities to help the organization achieve its
goals.
There are also different tests
that will help you define and differentiate your goals.
1. Personality
Strength Assessment (PSA)© for Strategic Planning. A selection of
personality tests which identifies 31 personality strengths. She suggests how they can interact to
maximize the best actualization of each person’s innate potential.
2. Create
More Success (CMS)©. A comprehensive system to help you become
all you can be in both your personal life and your career – and find happiness
in that process.
3. How to De-Stress Yourself Tests: If You Can’t Take the Heat, Why Don’t You Turn Down the Fire©? 35 industry-tested and family
counseling-tested stress inventories to make you more aware of what stresses
you – and more tools to ask, “What might be stressing others?”
4. How to Manage Your Life to Get What You Value©. We get meaning in life by setting goals based on our needs,
wants and values and reaching them. If
we don’t know where we’re going how will we get there? This is an 8 step process to plan your work
and work your plan.
Can I fill out The SORT Test© from this website?
Yes. Click here.