Strategic Planning Pre-work

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StratPlan pre-work

Your Name*

Your Email*

Your Company Name*

Primary Objective*

What's the primary thing you want to get out of StratPlan?

Attendees*

List all attendees (first and last name and title)

Dietary Restrictions or Food Dislikes*

Please list any dietary restrictions or food dislikes for any attendees.

What's positive about the company today?*

List everything you can think of that's positive today.

What's negative about the company today?*

List everything you can think of that's negative today.

Leadership status?*

Describe what's positive and negative about leadership in the organization today.

Strategy status?*

Describe what's positive and negative about strategy in the organization today?

Financial status?*

Describe what's positive and negative about finances in the organization today?

Operations status?*

Describe what's positive and negative about operations in the organization today?

Marketing status?*

Describe what's positive and negative about marketing n the organization today?

Sales status?*

Describe what's positive and negative about sales in the organization today?

Processes status?*

Describe what's positive and negative about processes in the organization today?

If you could wave a magic wand, what do you desire the organization to look like?*

On the other side of your StratPlan, what would you like to see improved in your organization?*

If you didn't attend StratPlan, how could you see the organization getting worse?*

What are your current frustrations as a business owner and leader?*

Example: Overwhelmed, Discontent, Not Knowing What to Do, etc.

What are your current business and leadership frustrations?*

Example: Low Morale or Productivity, Lack of Training, Hiring Difficulties, etc.

What are philosophical questions you're struggling with?*

Example: Does Business Have to Be This Difficult?

Which team in the company do you protect more than any other team?*

What are the company's core issues?*

Which of the company's core issues CAN you solve on your own?*

Which of the company's core issues CAN'T you solve on your own?*

Annual gross revenue last year*

Annual net profit last year*

Please provide us with your teams shirt sizes.*

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StratPlan pre-work

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