Online Assessment System (OAS) Scoring Guide

FranklinCovey's Online Assessment System (OAS) hosts workshop-based assessments for several FranklinCovey solutions, including:

• 7 Habits of Highly Effective People-Signature 4.0
• Leading at the Speed of Trust – Trust Quotient (tQ)
• The 4 Essential Roles of Leadership
• The 5 Choices to Extraordinary Productivity
• Project Management
• Presentation Advantage

This guide is intended to provide information on how those assessments are scored.

General Notes

• The assessment report usually includes notes about scoring in the first 2 or 3 pages of the report. It is an excellent place to start whenever questions about scoring arise.
• FranklinCovey does not use averages to create other averages; instead, raw data is used whenever possible to create average scores. For example, you might see this in a 7 Habits survey:

• Some assessments do not use the ‘Self’ score in any calculations of overall scores – it is simply there for comparison purposes. See the explanations at the beginning of the assessment reports for more information about how the self-survey is used.
• Some assessments are primarily a ‘Self’ assessment and only include scores from other raters in a few select ways, which is true of the 5 Choices, Project Management, and Presentation Advantage assessments.

7 Habits of Highly Effective People – Signature 4.0

The 7 Habits assessment consists of a series of statements where the rater is asked to mark how much they agree or disagree with the statement for the person being rated. In the report, the rater’s answer is changed to a numerical value of 0 – 100, as shown below. (Note: the numbers do NOT appear in the actual survey) –

Answers marked with “Don’t Know or N/A” are not included in the calculations.

Note: the numerical values are skewed intentionally. Below, the creators of the assessment explain why the numbers are skewed:

“We were quite deliberate in not making the scores evenly spaced. We wanted to give a significantly higher score for ‘Strongly Agree.’  We did not want everyone to get a high score – because honestly, most people are not extremely effective. Most of us could do much better at living the 7 Habits. We found that when we used the straight 20 point segmentation that this skewed the scores very high – that most people were scoring 80 and above. This is mostly due to the “halo effect.” This happens when survey takers have to answer a lot of questions; they eventually score the person higher and higher, and the scores go way up. We tried to correct for it here.”

Leading at the Speed of Trust – Trust Quotient (tQ)

The Trust Quotient or tQ assessment consists of a series of opposing statements. The rater is asked to mark the scale between the two statements, indicating which statement more strongly describes the participant. In the report, the answer is changed to a numerical value of 0 - 100, as shown below. (Note: the numbers do not appear on the survey) –

Question 26 is scored as shown below:

Question 28 is scored as shown below:

Questions 30 – 35 appear only on the ‘Self’ survey and pertain to the participant’s organization or workgroup.

Question 30 asks the participant to rate their organization’s systems and processes in several categories:

Questions 31 & 32 ask the participant to rate the trust level in their organization and workgroup and is scored as follows:

No Trust = 0
Very Low Trust = 17
Low Trust = 33
Some Trust Issues = 50
Trust Not an Issue = 66
Trust is a Visible Asset = 83
Trust is World Class = 100

Questions 34 & 35 ask the participant to rate the reputation of their organization and workgroup:

The 4 Essential Roles of Leadership

The 4 Essential Roles of Leadership assessment primarily consists of a series of statements about the participant on which the rater indicates their level of agreement. In the report, answers are converted to a numerical value of 0-100, as shown below:

The first question on the survey is a separate measure that indicates the rater’s willingness to recommend the participant as a leader. The answer is converted into the Leadership Net Promoter Score (LNPS), ranging from 0-100. It is calculated by subtracting the percentage of people who marked 0 to 6 from the percentage of people who marked 9 or 10.

5 Choices, Project Management, Presentation Advantage

The 5 Choices, Project Management & Presentation Advantage assessments all function in the same way and are all primarily self-assessments. The self-survey consists of a series of statements where the participant marks their level of agreement on a scale as shown below. In the report, the answers are converted to a numerical value of 0-10, and the values are added together to create an overall score:

5 Choices = 0 - 200
Project Management = 0 - 140
Presentation Advantage = 0 - 170

The 5 Choices assessment also includes scores on the Time Matrix quadrant, a score of 100 broken out into the four quadrants based on the answers given.