Strategic Planning Session inquiry

Company or Organization name

Primary Contact Name

Position

Email

Phone

Address

What are the main goals you hope to achieve through strategic planning? Select all that apply:

Improve organizational efficiency

Foster innovation and creativity

Align team and board members with the organization's vision

Enhance decision-making processes

Set clear, achievable objectives

Identify new market opportunities

Other

What challenges are currently affecting your organization?

What is your organization's mission and vision?

Current Planning and Strategy

Do you currently have a strategic plan in place?

Yes

No

If yes, what are the key elements of your existing strategic plan?

Please upload your current strategic plan

What aspects of your current strategy do you believe need improvement or enhancement?

How do you currently involve board members and team leaders in strategic planning?

Desired Outcomes and Support

What outcomes do you hope to achieve from a strategic planning session?

What type of support would be most beneficial following the session? Select all that apply:

Regular follow-up coaching sessions

Additional workshops or training

Assistance with implementation and monitoring

Access to strategic planning resources

Other

Do you have a preferred timeframe for conducting the strategic planning session?

Additional Information

Is there any other information you would like to provide or questions you have for us?

Budget and Logistics

What is your budget range for strategic planning services? Choose an option:

Less than $5,000

$5,000 - $10,000

$10,000 - $20,000

More than $20,000

Preferred Session Format: Select the format that best suits your organization’s needs:

In-person workshop

Virtual session

Hybrid approach (combination of in-person and virtual)

Next Steps

Once we receive your responses, Carolyn Carleton will review the information and reach out to discuss how we can best support your organization’s strategic planning needs. Thank you for taking the time to complete this questionnaire.