Communication Assesment

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First Name

Last Name

Email

Communication Policies

Avoid lengthy emails by limiting # of words.

Yes

No

Use meetings or phone calls for longer more difficult discussions.

Yes

No

Use a chat platform (MS Teams) for quick questions and discussions

Yes

No

Tips for more effective virtual meetings.

Yes

No

After-hours communication policies

Yes

No

Policies for timely responsiveness with customers/clients (SLAs).

Yes

No

Expectations for response times internally.

Yes

No

Processes to escalate helpdesk tickets and/or customer requests.

Yes

No

Do you review/update your communication strategies annually?

Yes

No

Software & Apps

Which of these types of tools does your organization use for collaboration?

CRM (Salesforce, Dynamics 365)

Yes

No

Project Management Software (Monday.com, MS Teams)

Yes

No

Document Repository (Sharepoint, Google Docs)

Yes

No

Instant Messaging System (Slack, MS Teams, Google Hangouts)

Yes

No

Organization-wide Q&A Forum (Yammer)

Yes

No

Do any of the software you are using have overlapping or similar functionality?

Yes

No

COMMUNICATION TEMPLATES

Which of these types of standardized templates do you employ for internal and external
communication?

Meeting agendas

Yes

No

Email signatures with contact/website information

Yes

No

New product/service announcements

Yes

No

Team newsletters

Yes

No

Policies and procedures

Yes

No

Important company announcements from leadership

Yes

No

MEETING EFFICIENCY

Which of these strategies do you currently exercise in regards to meetings?

Require that an agenda be provided prior to the meetings

Yes

No

Reasonable expectations are set for timely decisions on initiatives.

Yes

No

Require “Video On” during virtual meetings to foster interpersonal connections and increased productivity

Yes

No

Recording and distributing of virtual meetings for future reference.

Yes

No

Do you and your team feel that most meetings produce meaningful outcomes/decisions?

Yes

No

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