RELATIONSHIP ASSESSMENT CARD
Date:
Person: ___________
CORE DIMENSIONS
- INTIMACY: □0 □1 □2 □3 □4 □5
- FRIEND TYPE: □Assoc(1) □Useful(2) □Fun(2) □Depend(3) □Trusted(4) □Soul(5)
- IMPACT: □0 □1 □2 □3 □4 □5
- CONTACT TYPE: ________ (choose from 1-16)
PURPOSE & QUALITY
- SORT CATEGORY:
□DisHarmony(-2) □New(0) □MutualBeneficial(+1)
□LongTermFriend(+2) □Family(+3)
Specific: ________ - ENERGY (0-10):
□□□ 0-2 Draining □□□ 3-4 Neutral □□□ 5-6 Mild+
□□□ 7-8 Energizing □□□ 9-10 Super
Score: _/10 - EFFECTIVENESS (0-10):
□□□ 0-2 Ineffective □□□ 3-4 Minimal □□□ 5-6 Moderate
□□□ 7-8 High □□□ 9-10 Transformative
Score: _/10
CALCULATIONS
Priority Score: _ /43 Net Value (E+E/2): _ /10
ACTION PLAN
Next Contact Date: (Today + Alert Span)
Engagement Strategy: ___________
Gift Idea: ________
NOTES
Last Interaction: ________
Key Observations: ________
QUICK ASSESSMENT TOOL
Rate in 5 minutes or less:
- How close are we? (0-5) → Intimacy
- What do they do for me? (Pick from Friend Types)
- Could they help my career? (0-5) → Impact
- Why are they in my life? (Pick from Sort Categories)
- Do I feel drained or energized? (0-10) → Energy
- Do they actually deliver? (0-10) → Effectiveness
- What do they like? (Pick Contact Type for gifts)
Automated Result:
- Priority Score
- Next contact date
- Time allocation recommendation
- Engagement strategy
IMPLEMENTATION STEPS:
- Start with 20 key people – assess all 7 dimensions
- Schedule based on calculated Next Contact dates
- Use Gift Ideas for upcoming occasions
- Review quarterly – update all scores
- Adjust time investment based on Priority Scores
This template gives you a complete, data-driven relationship management system that balances emotional value (Energy) with practical utility (Effectiveness) across all relationship types.
