Get a clear, honest snapshot of your five key relationships using a structured assessment grounded in evidence-based relationship research.

When you look across these relationships together — which dimension shows up as consistently low, and what do you make of that pattern?
Your client is highly effective at managing up and managing stakeholder relationships. They have invested years in the relationships most visible to their career and have quietly neglected the ones that sustain them - their spouse, two close friends from before their career accelerated, and a mentor who has not heard from them in fourteen months. They are not in crisis but there is a flatness to their account of relationships outside of work. When asked directly about the personal relationships, they use the word 'fine.' The word 'fine' has appeared in three consecutive sessions.
Frame this as the same rigor applied to relationships that your client applies to everything else. 'You run quarterly reviews on your business. You track performance metrics. The five dimensions here - trust, communication, reciprocity, presence, growth - give you the same kind of structured view of your most important relationships.' The resistance pattern: high-performing leaders sometimes resist relationship assessments because they sense what the data will show and prefer not to have it visible. Name that awareness directly if you see it: 'I notice there is some reluctance here. What are you anticipating seeing?'
Watch the Presence column specifically. Executives who manage relationships for utility often score well on Trust and Communication but score low on Presence - they show up but are not actually there. A 9 on Communication and a 3 on Presence in the same relationship is a specific finding that opens real conversation. Also watch whether your client includes any personal relationships in the list at all. If all five to seven relationships are professional, ask directly whether the personal relationships should be on the list.
Start by asking your client to read aloud the row with the largest gap between its highest and lowest dimension scores. Then ask: 'If you had to describe that relationship to someone who doesn't know you, using only those five numbers - what would they conclude?' That question creates distance that makes the picture easier to see. Then ask about the Presence dimension specifically: 'When was the last time you were fully present in a meaningful conversation with this person?' The answer often tells you more than the number.
If the assessment reveals that several of your client's most important personal relationships are scoring very low across multiple dimensions and your client has not been attending to them, this may warrant direct conversation about what is being lost at a cost they have not yet calculated. Severity: moderate. Response: continue with the action steps section, but name explicitly what the data is showing.
Your client needs to have a significant performance conversation with a direct report next week. They are preparing the content of what to say but have not examined the state of the relationship itself, which is what will determine how that conversation lands. They describe the relationship as 'okay' but also note that trust has been strained since a restructuring six months ago that affected the direct report's team. Running the assessment on this one relationship before the conversation is a more useful session than another pass through the conversation script.
Frame this as diagnostic preparation for the conversation, not a general relationship audit. 'Before you walk into next week's conversation, let's get a clear picture of what the relationship actually contains right now. The five dimensions will tell you where the conversation has room to go and where it does not.' The resistance pattern: task-oriented clients often want to stay in conversation preparation mode and resist moving to relationship examination because it feels like a detour. Name that a high-trust relationship and a low-trust relationship require completely different opening approaches, which makes this directly relevant to the preparation.
Watch the Trust and Communication scores especially. If Trust is below 5 and the client is planning an opening that assumes trust is functional, the conversation is likely to misfire regardless of the quality of the SBI script. Also watch whether your client fills in the Reciprocity dimension - sometimes overlooked as irrelevant in manager/direct report relationships - because perceived imbalance in support and investment significantly affects how feedback lands. A low Reciprocity score may mean the direct report does not feel the manager has invested in their success.
Look at the assessment together and ask: 'Based on these numbers, if you were receiving news from this manager in this relationship, how would you hear it?' That perspective-taking question connects the assessment directly to the conversation. Then ask: 'Is there anything about this relationship you need to address before the content of next week's conversation - or does the conversation itself need to acknowledge the relationship?' The latter framing sometimes produces an important opening move the client had not planned.
If the assessment reveals that trust has eroded significantly across multiple dimensions with this direct report, the planned performance conversation may need to be re-framed as a relationship repair conversation first. Severity: moderate. Response: note that delivering performance feedback into a low-trust relationship often produces defensiveness rather than engagement, and help your client decide whether to address the relationship directly before or alongside the performance content.
Your client has a peer relationship that feels different than it did a year ago. Less candid, less collaborative, more careful. They cannot identify a specific incident. The peer has not said anything directly. Your client's read on the situation oscillates between 'it's nothing' and 'something is wrong.' They have not examined the relationship with any structure - they are relying on a vague sense of something being off, which is generating anxiety without producing clarity.
Frame the assessment as creating a factual baseline. 'Rather than trying to interpret the feeling, let's get the picture on paper. Once you rate the five dimensions, you will have a clearer sense of where the relationship is actually thin versus where it is solid. That will tell you whether your read is signal or noise.' The resistance pattern: clients who are anxious about a relationship sometimes avoid assessing it because they fear confirming what they sense. Name this possibility gently: 'The ratings may actually be more reassuring than the vague concern. Or they may confirm something worth addressing. Either outcome is more useful than uncertainty.'
Watch whether the Communication dimension is rated lower than the others. A significant drop specifically in Communication - where the relationship used to have candor and now has careful language - is the specific pattern your client is describing. If Trust remains relatively high but Communication has dropped, the relationship is in a specific transition that has a different intervention than if both are low. Also watch whether Growth appears notably lower than a year ago might have shown - a relationship that has stopped challenging your client is a different problem than one with active friction.
After ratings are complete, ask: 'Does the picture on paper match the feeling you brought in, or does it look different than you expected?' That question checks whether the anxiety was calibrated. Then ask: 'Which dimension, if it improved, would change the quality of this relationship most?' That identifies the leverage point. Close with the specific question: 'Is there one conversation you could have with this person that would give you real information about where this relationship actually is?'
If your client's uncertainty about the relationship is affecting their day-to-day function - they are managing their behavior around this person, avoiding certain conversations, or losing sleep over it - the relationship itself may need direct attention rather than just an assessment. Severity: low. Response: the assessment is the right first step; name that the action step should probably include a direct conversation with the peer rather than continued interpretation.
I know which relationship situations I struggle with but I haven't figured out what to do differently
RelationshipsA client needs to have a hard conversation and wants to prepare before going in
RelationshipsMy client is going through something hard and seems to be handling it completely alone
Step 1 of 6 in A client wants an honest look at the quality of their five most important relationships
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