1. Your Personal Details

So we can contact you regarding the next steps.

Full Name

2. Organization Overview

Understand who you are and who you serve.

Mission Statement

Primary Focus Areas (Select all that apply)

Communities Served (Geography, demographics, sectors)

Organization Size
1–10 Employees11–50 Employees51–200 Employees200+ Employees

3. Current Moment

Capture the present reality.

What’s Working Well Right Now?

Current Challenges

Why Does This Moment Matter?

External Factors Affecting You (Select all that apply)

4. Strategic Questions

Identify decision points and tensions.

Key Strategic Questions (e.g., scale vs sustainability)

Major Decisions Needed (Next 6–12 Months)

Conflicting Priorities or Tensions

Areas Where Leadership Feels Stuck

5. Impact & Outcomes

Measure effectiveness.

Key Achievements (Last 12 Months)

Impact Metrics Currently Tracked

Areas Needing Improvement

Programs Underperforming (Optional)

6. Financial Snapshot

Understand financial health.

Primary Funding Sources (Select all that apply)

Financial Sustainability Concerns

7. Success Criteria

Define outcomes for this session.

What Would Make This Session a Success?

Desired Outcomes (Select all that apply)

Decisions You Hope to Walk Away With

Time Horizon for Results
Immediate3 months6 months1 year

8. Additional Context

Capture hidden dynamics.

Board or Leadership Dynamics

Upcoming Growth Plans

Major Risks or Threats

Opportunities You’re Excited About

Anything Else We Should Know?