Leadership Legacy Assessment Test Template

Welcome to Process Street's Leadership Legacy Assessment Test Template!

Disclaimer: This template was designed to demonstrate how a Leadership Legacy Assessment Test could be run through Process Street.

It is not intended to be a working test; rather, it is intended to provide a basic structure that you can use to build your own working tests.

For instructions on how to get this working, see our aptitude test article.

This Leadership Legacy Assessment Test Template template is based on the Your Leadership Legacy Test framework as originally designed by Rob Galford & Regina Fazio Maruca. 

The assessment identifies your leadership style which could be a configuration of one or more of the following:

• Ambassador
• Advocate
• People Mover
• Truth-Seeker
• Creative Builder
• Experienced Guide

For each task, select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Your natural demeanor and the role you play within your working environment will give you a broad indication of the types of legacies you are building as a leader. 

A bit about us ... 

Creating tests, quizzes, and the like within Process Street is super easy thanks to our conditional logic feature.  

How does it work? 

Conditional logic is a powerful feature that allows you to create truly dynamic checklists and quizzes with its if-this-then-that logic.

Using conditional logic within tasks allows you to build logic in one clear view so that it’s easy to manage the rules you set up and see which fields (or questions and answers) you are impacting. 

For more information on conditional logic and to see how to set it up (simply scroll down the page): visit our help page here. 

Once you have grasped the conditional logic, go ahead and run or edit this Leadership Legacy Assessment Test Template.

P.S: If you are new to Process Street and are unfamiliar with all the magic it can do, check out our Demo Video below. 

To kick things off, fill in some basic details. This section is important as it helps to keep track of who had made edits to this test and when they did so.

To enter your basic information, use the form fields below. 

Use the 'Members' form field to assign the Leadership Legacy Assessment Test for review once you have finished building it. If you don't want to assign the test for review then leave this field blank or assign it to yourself. 

The following tasks feature one question per task, the way you answer each question will influence what appears as a response.

At the end of the quiz, you will be presented with the opportunity to use a Zapier integration to calculate the results of this quiz (or any quiz you decide to make).

By setting up 'a Zap' you can generate personalized and calculated results to this What is Your Work Style? Quiz.

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = disagree
• 2 = slightly disagree
• 3 = neutral
• 4 = slightly agree
• 5 = agree

For the following tasks consider the last 10 people that have come into your office and answer the questions.

For each task, select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = Hardly any
• 2 = Just a few
• 3 = About half
• 4 = The majority
• 5 = The vast majority

Consider the last 10 people that have come into your office and answer the questions.

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = Hardly any
• 2 = Just a few
• 3 = About half
• 4 = The majority
• 5 = The vast majority

Consider the last 10 people that have come into your office and answer the questions.

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = Hardly any
• 2 = Just a few
• 3 = About half
• 4 = The majority
• 5 = The vast majority

Consider the last 10 people that have come into your office and answer the questions.

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = Hardly any
• 2 = Just a few
• 3 = About half
• 4 = The majority
• 5 = The vast majority

Consider the last 10 people that have come into your office and answer the questions.

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = Hardly any
• 2 = Just a few
• 3 = About half
• 4 = The majority
• 5 = The vast majority

Consider the last 10 people that have come into your office and answer the questions.

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = Hardly any
• 2 = Just a few
• 3 = About half
• 4 = The majority
• 5 = The vast majority

Consider the last 10 people that have come into your office and answer the questions.

Select a response from the drop-down menu depending on how much you agree, on the scale 1-5, where:

• 1 = Hardly any
• 2 = Just a few
• 3 = About half
• 4 = The majority
• 5 = The vast majority

This following task will guide you through setting up a Zapier integration to generate a personalized result for this Leadership Legacy Assessment Test. 

Remember: You can edit this template and add some of your own questions and answers. To hide/show individual answers use the Conditional Logic feature within tasks. 

Zapier is a tool for integrating lots of different apps with one another, which - in simple terms - means that it lets your apps talk to one another.

Zapier is useful for this Leadership Legacy Assessment Test because it can draw all the data you inputted as answers to the questions and provide you with a calculated result. It’s a simple trigger and then action setup.

The answers are calculated inside Zapier and then the Process Street quiz is updated with your result using our new update checklist feature.

The whole process is based on these key steps:

1. Triggering the zap in Process Street, whenever the task completing the final question is checked;
2. Summing all of the answer values relevant for each of the quiz categories.
3. Doing a simple if-this-then-that statement for each of the categories which gives us the result of the test;
4. Returning the results of the test to the original Process Street checklist.

The process below illustrates how to create this Zapier integration and uses the Cognitive Functions MBTI Test process as an example.

Step one consists of selecting the task to trigger the results that you want to calculate. Logically, it’s the final task in the test:

Step two takes a formula and sums up the values for each of the questions relevant for each of the four main types (or categories). To sum the values for each of the Process Street tasks, we use Formatter by Zapier, with the type of event set to “Numbers”.

In this same step use a Spreadsheet-Style Formula transformation to grab all of the relevant values and add them up:

Here’s a better look at what the formula looks like for summing up all the values:

To re-cap, what you’re seeing here is the result of the specific formula used as an example. You would need to change the formula depending on what you are trying to calculate.

Step three then looks at this number value and runs an IF statement on it. It does this for every category (in the case four times).

Here’s what the zap looks like:

It’s also using Formatter by Zapier, with the event type of “Numbers”, along with Spreadsheet-Style Formatting.

As you can see, the IF logic is simple. The value is the result of the test from Step 2 with familiar spreadsheet-style formatting. 

Finally, step four is as simple as specifying the location where you want to send the test results - which in this case is the "test results" form field in the following task (task 37). Zapier already knows the location from step 1, so the action type is “Update Checklist”.

Pop the checklist ID in there (from step 1, the original Process Street trigger) and specify the forms you want to update with the results, and there you have it.

Identify the form field below as the location for the Leadership Legacy Assessment Test results. 

The dropdown below uses Process Street's Conditional Logic Feature to hide content by default.

This means that if you have not yet generated your results for this test then the analysis form field will not show. 

Go back and input your results in the previous tasks form field and then click "yes" in the dropdown above to analyze your results.

Ambassador

Ambassadors instinctively know how to handle a variety of situations with grace. They tend to be the people diffusing difficult situations. They get involved in conflicts on behalf of broad constituencies, as opposed to their own benefit. They are persistent but in a gentle way, always aiming to be persuasive yet respectful.

An Ambassador is someone who can introduce a whole host of people-assessment and development frameworks with the result that employees understand and accept the new order easily.

Advocate

Advocates instinctively act as the spokesperson within a group. They articulate themselves well and are rational, logical, and persuasive. They also tend to be relentless (in the positive sense of the word). Advocates will use both linear and non-linear approaches when they argue a point.

Top managers who are natural Ambassadors may do very well at navigating through the storm. But for Advocates, being in rough waters is part of the reason they revel in their work. 

People Mover

People Movers instinctively take the lead in building teams. They are the talent-spotter, career-builder, motivator, someone with parental, nurturing qualities. They’re also instinctive mentors. They generally have large contact lists; they are always introducing new people to new ideas and new paths. They’re also generally mindful of their employees’ lives outside of work; they view performance through the larger lens of potential.

Truth-Seeker

The truth-seeker radiates fairness, good judgment, equalizer, level-headed, process-oriented, scrupulous neutrality, objectivity is the high standard. Truth-Seekers are unfailingly competent in their field; their competence is unquestionable.

Truth-Seekers instinctively level the playing field for those in need. They also help people understand new rules and policies. They act to preserve the integrity of processes. They also step in to ensure fairness at all times.

Creative Builder

Creative builders are visionaries and entrepreneurs they are happiest and most motivated when things are just getting started. They instinctively: see new opportunities for new products, new companies; spot niche markets; take ideas, and make them real. They’re also often “serial entrepreneurs” over time, even if they remain in one leadership post.

Creative Builders instinctively understand that building is not necessarily about invention, but about the process of making an invention real. Builders are constantly energized by new ideas, yet they have the staying power to see them through to fruition.

Strength of belief in end result + Ability to tolerate the process = The Creative Builder

Sources

• Talent - Social Media for the Talented 
• The Leadership Legacy - Teaching Resources from the authors of Your Leadership Legacy 
• Process Street - Cognitive Functions and Your Personality in the Workplace (Free MBTI Test!)
• Process Street - How to Make Your Own Aptitude Test with Process Street (6 Free Templates)
• Process Street - Conditional Logic: Process Street Help 

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