The self-assessment allows individuals and data teams to examine their status on each of the Data Leadership Competencies and develop a plan for building competencies based on the results of the assessment. An individual can use the self-assessment to guide their own professional development as a data leader. The group of individuals who make up the state’s data team can use the Team Profile Tool to look across their individual self-assessment results to identify any gaps in their collective competencies. DaSy recommends that state Part C and Part B 619 leaders use the Team Profile Tool with their data teams to get the most out of the self-assessment process.
Individual Use
An individual rates their level of knowledge and skill on each of the competencies, indicates whether the competency is essential to their job responsibilities, and whether this is a competency in which they would like to improve. This information is used to develop a learning plan to address any gaps. The individual can reflect alone or in consultation with their supervisor on how their status on each competency aligns with their current position and with any future roles they aspire to hold.
Team Use
Not every individual on the state data team has to be skilled in every competency. Instead, the team can master the competencies collectively, with different individuals having different competencies depending on their roles and responsibilities. The Team Profile Tool allows a data team to merge the results of individual self assessments to create a team profile. The team profile allows the team to look across individual members to see which competencies have been mastered by which team members and which competencies need to be mastered.
The Self Assessment package includes multiple files including a Guidance document. We strongly recommend the user read the guidance document before beginning the self-assessment or the use of the Team Profile tool.
The Self Assessment and Team Profile Tool are excel-based tools that have been created in two versions: one set with macros and one set without macros. Both sets of files have the same functionality, but the navigation is easier in the files with macros if you can use macros. If you use a screen-reader or cannot use macros for some other reason, download the version without the macros. Detailed instructions for the tools without macros are included in a separate pdf.
Resources
Guidance for Using the Self Assessment Tools
Guidance for Using the Data Leadership Competencies Self-Assessment and Team Profile Tool. Provides an overview of the purpose and general use of the individual and team profile tool. Also includes detailed instructions for the macro-enabled versions of both tools.
Self Assessment and Team Profile Tool with Macros
Self-Assessment. File for the individual self-assessment.
Self-Assessment with Sample Data. A sample completed self-assessment for a data manager who took the self-assessment three times. File shows what a completed self-assessment looks like and allows you to easily see how some of the functionality works such as sorting or showing only the rating column.
Team Profile Tool. File provides capability to merge individual team member’s results into a team profile. If individual assessments will be compiled for a team profile, each team member must complete a self-assessment in their own separate file.
Team Profile Tool with Sample Data. A sample team profile for a state data team of four people. It shows what a completed team profile looks like and allows you to see how some of the functionality such as toggling between ALL and ESSENTIAL on the Team Profile worksheet.
Self Assessment and Team Profile Tool without Macros
Instructions for Self Assessment Tool without Macros. Detailed instructions for how to complete and navigate the self assessment tools.
Instructions for Team Profile Tool without Macros Detailed instructions for how to complete and navigate the team profile tool.
Self-Assessment without Macros. File for the individual self-assessment. Same functionality as above but does not use macros.
Self-Assessment with Sample Data without Macros. A sample completed self-assessment for a data manager who took the self-assessment three times. File shows what a completed self-assessment looks like and allows you to easily see how some of the functionality works such as sorting or showing only the rating column. Same functionality as above but does not use macros.
Team Profile Tool without Macros. File provides capability to merge individual team member’s results into a team profile. If individual assessments will be compiled for a team profile, each team member must complete a self-assessment in their own separate file. Same functionality as above but does not use macros.
Team Profile Tool with Sample Data without Macros. A sample team profile for a state data team of four people. It shows what a completed team profile looks like and allows you to see how some of the functionality such as toggling between ALL and ESSENTIAL on the Team Profile worksheet. Same functionality as above but does not use macros.