Scores values, work style, environment preference and team interaction on 16 weighted items, plus decision pace, feedback directness and a past-clash example, into an AI PDF fit report before an engagement starts.
Quick answer
Scores values, work style, environment preference and team interaction on 16 weighted items, plus decision pace, feedback directness and a past-clash example, into an AI PDF fit report before an engagement starts.
Projects fail on mismatched working styles long before deliverables slip. This assessment scores fit on four weighted axes — Values Alignment (mission, purpose, salary trade-offs), Work Style (autonomy versus structure, pace, single-tasking), Environment Preference and Team Interaction — sixteen 1–5 statements, then adds the practical specifics that collide in real engagements: how decisions are made on the other side, how direct feedback is expected to be, and a written account of a past engagement where styles clashed. Each run returns an AI PDF fit report naming the friction zones to negotiate before signature rather than after.
Live form and AI report preview — fill it in and the report is generated from your answers.
Everything you need to run this template.
Values alignment, work style, environment preference, team interaction.
Concrete statements on pace, structure, purpose and collaboration.
Decision pace, feedback directness and a past clash described.
The AI PDF names what to negotiate before signature.
From copy to deliverable in four steps.
Copy the assessment into your FormLM workspace — free.
Client and partner score separately.
Gap items are the negotiation list.
Write the bridge norms down.
Pick your role — see how it fits your workflow.
Screen fit alongside scope.
Pre-empt the style collisions.
De-risk the year-one relationship.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
