Strategic Planning Consulting Pre-assessment Form
Please complete this pre-assessment to help us understand your organization’s strategic planning consulting needs. All questions are designed to assess your business context, goals, challenges, and readiness.
Organization Name
*
Contact Person Name
*
First Name
Last Name
Briefly describe your organization’s current business context.
*
What is your primary goal for engaging in strategic planning consulting?
*
Develop a new strategic plan
Update an existing plan
Facilitate team alignment
Other
What are the main challenges currently facing your organization?
*
Lack of clear vision
Resource constraints
Market competition
Internal alignment
Other
How ready is your organization to begin the strategic planning process?
*
Not ready
1
2
3
4
Fully ready
5
1 is Not ready, 5 is Fully ready
Please rate the following aspects of your organization’s current strategic planning capabilities.
*
Rows
Needs significant improvement
Somewhat effective
Highly effective
Goal setting
1
2
3
Team engagement
4
5
6
Execution of plans
7
8
9
Performance measurement
10
11
12
What is your ideal timeline for starting and completing the strategic planning engagement?
*
Please Select
Within 1 month
1–3 months
3–6 months
More than 6 months
What is the anticipated scope of the consulting engagement?
*
Organization-wide
Specific department or team
Project-based
Not sure
Preferred method for follow-up communication
*
Email
Phone call
Video meeting
Submit Pre-assessment
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