Profiles

• Retirement Success Profile
• LifeOptions Profile
• Insights Individual Behavioral Profile
• Insights Team Effectiveness Profile

Retirement Success Profile

"The question is not so much what you will do in transition –
the question is who you will become."

Our Retirement Success Profile is an on-line assessment tool developed by Dr. Robert Johnson that identifies your personal retirement strengths and areas for improvement. The assessment utilizes 120 specially designed questions to measure your retirement preparedness based on the 15 factors that current research has identified as critical to retirement success.

The RSP provides you:

• A process for deciding when to retire
• Insights regarding whether to work or not during retirement
• Understanding of the critical issues you may encounter before and during retirement
• Guidance for determining who you want to become in your life
• Insights so you can retire with meaning, purpose and a structured plan

Email lois.bolin@loisbolin.com to learn how the RSP can help you have more success and fulfillment in your retirement.

LifeOptions Profile

The LifeOptions Profile is a 99-item educational assessment instrument that addresses 20 separate lifestyle and attitudinal factors, arranged into six "life arenas."

The LifeOptions Profile provides a clear, well-ordered, and scaled overview of how you compare to others in a similar life circumstance regarding personal growth toward the life transition we call retirement.

Email lois.bolin@loisbolin.com to learn how the LifeOptions Profile can help you have more success and fulfillment in your world.

Insights Individual Behavioral Profile

The program explores a simple model:

• Understand self
• Understand others
• Learn how to adapt to others and connect more effectively for improved relationships and results.

Using each participant's profile, the program enables everyone to understand their own personality better, to identify the needs of other types of personalities and adapt to meet the other's interpersonal communication needs.

Insights into personal effectiveness programs are tailored to customer requirements, and can range from 90-minute executive briefings to modular sessions over an extended period of time.

Sample Insights Individual Behavioral Profile

Insights Team Effectiveness

The Insights Team Effectiveness Navigator is designed to help team members evaluate how well the team is doing against sixteen critical success factors.

Team members offer their individual view of the team by completing a 42-statement evaluator. The scores are then combined to create a collective view of how well the team is functioning. Factors measured include: Creativity, Communications, Meetings and Decision-Making.

Reviewing the data in a group setting can enable team members to develop individual and team action plans.
Completing the evaluator at regular intervals and reviewing the results can enable progress to be tracked over time.

Summary:

• Team members evaluate the team against sixteen critical success factors 
• High-impact visual style for quick and easy understanding and translation into action
• Allows the team to focus effort on improving those areas most vital to their success 
• Enables the team to reach the 'norming and performing' stages of teamwork at an early stage
• Encourages a collaborative and action-orientated team culture
• Enables benchmarking with other internal and external teams

Sample Team Effectiveness Profile