Virtual Professional Essentials Competency Self-Assessment
  • Assess Yourself!

    How strongly do you agree or disagree with each statement below? 

    Do you Strongly Agree (4 points), Agree (3 points), Disagree (2 points) Strongly Disagree (1 point)?

    Be honest with yourself so you can build on your strengths and train to your weaknesses.

    When you have completed the self-assessment, you should be directed to your results. 

    Note your total score top right.

    You will receive an email from Trina's business partner, Kathy Kacher, that explains briefly how to interpret your total score.

    Do you notice patterns of strength, weakness, resistance or avoidance in a certain competency? Do you notice any themes? What do you most want and need to learn as a Virtual Professional?

    Note: The * simply means the question is mandatory. 

  • *I avoid distractions in my work environment and am able to stay focused on tasks. I have arranged for personal responsibilities, so I won’t be disturbed while I’m working
  • *I have a designated work space which is separate from the household, has adequate heating and cooling, furniture, electrical outlets and lighting to ensure a safe work environment
  • *My equipment and data are secure, preventing unauthorized access to organization or client information (as defined by the IT and organization policies)
  • *My household and neighbors respect my work boundaries while I am working
  • *I am digitally literate, able to use multiple tools for collaboration, communication and performance management in any work environment (E.g. video conference tools like Skype and Zoom, Sharepoint and MS 365 with Yammer, Google+, Dropbox, Asana, Slack, etc)
  • *I negotiate clear roles, responsibilities, and performance agreements quickly, and I am aware of my team’s specific and organization’s overall goals and expectations
  • *I initiate conversations and work with my team to organize our work and communication to meet expectations, stay informed, and build strong work relationships
  • *

    I know with whom I need to communicate, how often and in what ways, including a clear understanding of how and when to offer and ask for help

  • *I have developed productive work behaviors and collaborative team habits that create a sustainable virtual work-life style
  • *I have good communication skills (speaking, listening, and writing). I feel comfortable speaking up and asking questions
  • *I consistently establish high-trust relationships with colleagues I seldom see
  • *I am able to clearly and consistently evaluate my own performance
  • *I continuously develop and nurture a career-supportive business network organizationally, locally, professionally, and virtually
  • *I am self-sufficient. I’m comfortable making many job-related decisions
  • *I am self-disciplined, highly motivated, and am able to stay focused and meet deadlines with little supervision or the structure of a traditional “office”
  • *I know how to start and stop work
  • *I like working independently, yet I know when to seek connection to my team
  • *I am considered a highly organized and productive person
  • *I feel good about my achievements, whether I get recognition for them or not
  • *I am aware of the goals and strategies throughout the organization, know how my work contributes to successful outcomes, and am confident I can influence my career as a virtual professional.
    • *
      First Name
    • *
      Last Name
    • Company
    • Address1
    • Address2
    • City
    • Zip Code
    • Country
    • State
    • Phone
    • *
  • Virtual Professional Essential Competency Self-Assessment

    Are You A SMART Virtual Professional?

    Working virtually is the leading edge of a bigger trend where professionals are more and more responsible for managing themselves, their careers, their performance and their connection to their workplaces and teams. At the SMART Workplace, we believe that if you work SMART you will thrive as a virtual contributor and lead the trend toward professional independence. These SMART principles can guide your commitment to your own professional development and business acumen.

    Self-leadership. This mean taking personal responsibility for your own development. It begins with discovering your own purpose and aligning that with the people you work with and the work you do. Self-leadership also includes putting people and systems in place to get real performance feedback, whether your leader evaluates your performance or not. It’s up to you now.

    Mind shift from “me” to “we”. This mind shift is the essence of truly collaborative teamwork and integrated organizations. Valued contributors suit up and show up, whether the job lasts a week or a career. Temporary teams still require full commitment from team members. “Enlightened self-interest” must evolve into a focus on the total ecology of the workplace, work teams, your community and customers.

    Adaptation to emerging realities. We’re all change managers, adapting to faster change than at any time in recorded history. Professionals move among organizations and cultures, so adaptability is key. Learn and evolve to keep pace, without losing integrity, adjusting quickly to different teams’ rhythms and flows. Much is emerging that has no precedent, requiring innovative thinking – individually and with teams. Teams need collaborative, forward-focused professionals. In your career, social network, and priorities, determine what to hold onto and what to adapt or let go.

    Relationship management. You are now responsible for managing your professional social network. It is the most common source of compensated projects, professional guidance and mentoring, and social support from trusted colleagues. You need to consciously build it, maintain it and change it as conditions demand. Include your personal ‘board of directors’ chosen carefully for their respective competencies, integrity and dedication to your success. Develop a passionate network that opens doors for you (and trusts you to open doors for them).

    Technology literacy. Collaboration tools are really about communication in the largest sense. Marshall McLuhan said it best, “The medium is the message”. Today's medium is digital – social media, mobile platforms and knowledge-embedded networks. You need to know how to use the technology at a basic level for virtual teamwork and coordinating work and calendars.


    Adapted from:  Trina Hoefling’s WORKING VIRTUALLY: Transforming the Mobile Workplace 2nd Edition, 2017

That's all, folks!