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Observed for (length of time)

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Date of Observation

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I. Please rate for all groups when seen during time of observation

  Not Well Extremely Well N/A
Manages boundaries
Attends to contact / learning objectives
Establishes safety
Promotes cohesion
Focuses on here-and-now
Explores the there-and-then (outside of group material)
Attends to Group-as-a-whole-process
Attends to inter-personal process
Attends to intrapsychic process
Explores transference
Explores resistance
Explores conflict
Explores scapegoating
Welcomes leadership challenges

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II. Please rate for all groups when seen during time of observation

  Not Well Extremely Well N/A
Maintains Institute fomat
Manages / makes use of group process
Pursues stated learning objectives
Demonstrates subject expertise
Effectively balances cognitive & emotional learning

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III. Overall Assessment - complete for all groups

  Poor Excellent N/A
Emotional sensitivity / empathic attunement of leader
Works well with co-leader
Overall level of group engagement
Overall, rate how well this group was conducted

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IV. Other aspects - complete for all groups

  Poor Excellent N/A
Group size
Room size
Room temperature
Noise level

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Were there any important elements conspicuously missing during your observation?

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Please describe them:

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What was the gender balance of the group?

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What was the diversity (e.g. age, ethnicity, nationality, disability, sexual identity/orientation) balance of the group?

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V. Table Group Participation - Leader 1

  Poor Excellent N/A
Attendance at meetings
Level of openness vs defensiveness
Effectiveness of communication about their group's process
Engagement with tablemates
Engagement with consultants

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V. Table Group Participation - Leader 2

  Poor Excellent N/A
Attendance at meetings
Level of openness vs defensiveness
Effectiveness of communication about their group's process
Engagement with tablemates
Engagement with consultants

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VI. Suitability for Institute Leadership (Leader 1)

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If yes, please describe:

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VI. Suitability for Institute Leadership (Leader 2)

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If yes, please describe:

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VII. Please add comments

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