Leadership Assessment
NARRATIVE WINS! Assessment™ — Turn Story Into Strategy and Strategy Into Results
The NARRATIVE WINS! Assessment™ is a fast, rigorous, and transformational Leadership Assessment built on the principles of the 2026 bestseller NARRATIVE WINS! It measures how effectively your leadership team’s stories, context, language, and decision justifications align with your strategic goals.
Unlike traditional leadership assessments that focus only on traits or competencies, the NARRATIVE WINS! Assessment™ evaluates the narrative systems that drive behavior, alignment, and execution. We identify strengths, expose contextual gaps, and deliver a prioritized, actionable playbook that turns clarity into speed, alignment into execution, and narrative into measurable results.
David Rooke & William R. Torbert
Built for Leadership Teams Who Need Alignment and Execution
The NARRATIVE WINS! Assessment™ is designed for leadership teams who must translate strategy into consistent execution across complex organizations. It supports leaders responsible for shaping culture, aligning stakeholders, and driving measurable performance.
- Executive Leadership Teams
- C-Suite and Senior Leaders
- Founder-Led Organizations
- Boards and Leadership Committees
- High-Growth Companies
- Organizations Undergoing Change or Transformation
This Leadership Alignment Assessment is ideal for organizations that recognize misalignment, slow execution, or cultural friction — and want a disciplined, narrative-driven solution.
Why Strategy Fails Without Narrative Alignment
Most organizations do not fail because of poor strategy. They fail because leaders tell inconsistent stories, create unclear context, and justify decisions in ways that confuse priorities and weaken execution. When narrative is misaligned, even strong strategies stall.
Conflicting leadership messages
Unclear strategic context
Slow or inconsistent execution
Decision-making confusion
Cultural misalignment
Resistance to change
Without narrative discipline, organizations drift. The result is wasted energy, diluted focus, and underperformance.
NARRATIVE WINS! Assessment™ Packages
Choose Your NARRATIVE WINS! Assessment™ Entry Point
PLATINUM — The Great Contextualizer Program
- What You Get:
- 10 copies of NARRATIVE WINS! + workbooks (digital included)
- Full kickoff and stakeholder alignment session (onsite or virtual)
- Comprehensive Contextualization Alignment Diagnostic with proprietary scoring and narrative map
- Leadership 360° feedback and team strengths assessment
- Behavioral profiling (DISC or validated equivalent)
- Customized NARRATIVE PLAYBOOK with communication scripts, decision templates, and 90-day roadmap
- Half-day in-person NARRATIVE WINS! Team Leadership Seminar with Joe Caruso, “The Great Contextualizer”
- Monthly 1:1 executive coaching (6 total) and monthly leadership team progress reviews
- KPI dashboard and Post-Evaluation Analysis with measurable success metrics
- Recorded sessions, certificates, and train-the-trainer facilitator guide
- Dedicated client success manager and access to the NARRATIVE WINS! portal and community
Designed to scale into full advisory engagements including organizational transformation and annual retainers. Financing available.
GOLD — The Narrative Accelerator
- What You Get:
- 5 copies of NARRATIVE WINS! for core leadership
- Personal interviews with each leadership team member (remote)
- Focused Contextualization Alignment Review and team strength mapping
- Leadership 360° snapshot and prioritized Post-Evaluation Summary
- Live virtual NARRATIVE WINS! seminar led by Shawn Mahoney (recorded)
- 3 one-on-one executive coaching or advisory sessions
- Actionable 60/90-day implementation plan and communication playbook
- One 90-minute team workshop for narrative framing and decision scripts
- Access to eLearning module and contextualization worksheets
- 3-month progress check-up call with roadmap to expanded advisory
Ideal for teams seeking fast pivots, rapid clarity, and measurable ROI. Financing available.
SILVER — NARRATIVE WINS! Assessment™ Lite (Free)
- What You Get:
- NARRATIVE WINS! Assessment™ Lite online diagnostic and narrative score summary
- On-demand eLearning module covering core principles
- Downloadable contextualization worksheets and leader action checklist
- Free 20-minute NARRATIVE WINS! discovery call
- Invitation to the online community and periodic group webinars
Perfect low-risk entry point that surfaces opportunity areas and creates a clear path to Gold or Platinum.
What Leadership Teams Experience
Organizations using the NARRATIVE WINS! Assessment™ consistently report faster execution, stronger alignment, and clearer leadership communication. Leaders gain shared language, disciplined framing, and consistent decision logic.
Faster strategic execution | Stronger leadership alignment | Clearer communication and priorities | Reduced friction and rework | Higher accountability | Stronger leadership credibility
Joe has been a tremendous friend and advisor to me personally and to our command. His values and principles of what you can and can’t control ring true in any situation and organization and provided me with the guidance and constancy of purpose that I needed.
Michael Giorgione
US Navy Admiral (R)
Changing one’s perspective can be the key to enhancing personal and corporate performance. . . . (Caruso Leadership Institute) will help you enrich your personal life and unlock new opportunities when guiding the growth of companies in this fast paced and ever changing business climate.
Paul Bisaro
Exec. Chair, Allergan
Many leadership teams have expertise and skills, but as the market changes, leadership teams need to learn to work together and become greater than the sum of their parts. Joe guides leadership through this transformative process to achieve greater success.
Nelson Jacobson
CEO, JSJ Corporation
Joe helped us redefine our challenges as a family-run business and opened us up to new solutions that we had not considered before. This shift in perspective was the starting point for explosive growth and success in our organization, as we expanded to become a national chain
Paul Weller
President, Weller Truck Parts
As I prepared to navigate my company through a period of change and planned growth, Joe provided the compass and direction to keep us on course and create maximum impact so the leadership team and entire organization embraced the change and got behind the vision.
Mark Lancaster
CEO, Employment Group
Joe Caruso is in a class by himself. His observations of human nature and what drives us is spot on, accurate and incredibly insightful.
Reg. Sales Manager,
Education Publishing
Joe can hone in with amazing clarity and precision to the core of what needs to change within an executive and his or her leadership structure. He doesn’t just offer simplistic patch-like solutions, or work solely with a CEO as a coach. Joe bridges the gap to include organizational development, shifting ways of thinking through all levels of leadership. He’s about impact and like no one else I’ve worked with, he gets it.
McKeel Hagerty
CEO, Hagerty Group
The biggest challenge in helping an organization make a transition is getting the top people to transition themselves. I’ve watched Joe Caruso get high powered, successful, smart and self-assured people to listen and even change their minds. This makes him a CEO’s greatest asset.
Alex Burkulas
CEO, Cygnus Systems
𝓲 Caruso Leadership reviews, testimonials, white papers, headshots, and branding available by request for speaking engagement promotional materials. Testimonials reflect individual experiences and outcomes may vary. Results described are not guaranteed and depend on many factors, including leadership context and organizational conditions. Some details may be modified or anonymized to protect client confidentiality upon request.
