What is an assessment and how does a personalized advice report work? Why should you care? Because you need a way to stand out from other consultants. A way to prove your expertise. This white paper provides you with examples and a checklist to scale your advice with assessments and automated personalized advice, while maintaining that personal relationship with your clients.
How can you easily conduct assessments and convert the results into a good-looking, informative report for your respondents? Thatâs exactly what this article will teach you, including real life examples you can steal đ
Letâs start with some boring stuffâdefinitions
An assessment evaluates a person or an organization using a series of questions. The answers are used to calculate a score, categorization or another type of outcome that provides value for the respondent.
There are many types of assessments, categorized by industry, objectives, methodology, etc. Have a look at this guide to create an assessment for your business.
An assessment report will give respondents clear insights into their profile, company or situation and provide relevant recommendations.
This is made possible by formulas and calculations behind the preset questions in the assessment. They will turn the answers into tangible results, presented in the assessment report in the form of text, numbers, graphs, charts and other representations. Have a look at this guide to create a professional assessment report.
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