Strategy Session Form – In Her Company

STRATEGY SESSION FORM

Please complete the following with as much detail as possible. All information is confidential.

Company Name:

Company Website: *

Contact Name and Title: *

Organizational Role/Authority: *

Contact's Address/City/State/Zip: *

Contact's Phone: *

Contact's Email: *

PROJECT TEAM:

I acknowledge that only Team Members listed will be permitted to participate and provide input. Any individual/party not listed will be unable to do so once services commence.

Yes

I confirm the parties listed have the authority and ability to implement any resulting course(s) of action. Team Members agree to be present for all sessions and are responsible for completing tasks/assignments during this process to move the organization forward.

Yes

Team Member #1 Name and Position: (SELF) *

Team Member #1 Email: *

Team Member #1 Phone *

Length of Time with Company: *

Team Member #2 Name and Position:

Team Member #2 Email:

Team Member #2 Phone

Length of Time with Company:

Team Member #3 Name and Position:

Team Member #3 Email:

Team Member #3 Phone

Length of Time with Company:

GENERAL COMPANY INFO

Year Company Established: *

Number of Locations (Domestic and Foreign): *

Number of Employees, Independent Contractors, Temporary/Seasonal: *

Revenues for Past Three (3) Years: *

Industry, Area of Specialization: *

Flagship Product/Service Offering: *

Current Target Market, Customer Profile: *

Who would you like your Customer to be? *

Where do you envision your company within the next 6-24 months? *

On a scale of 1-10, rank the effectiveness of your marketing? *

What are the top three (3) items you would like to achieve during this Project/Consulting *

Are there any other initiatives underway that may affect the outcome? *

What have been your greatest challenges? *

What has been done to overcome it/them? *

What were the results? *

What business accomplishments are you most proud of? *

On a scale of 1-10, rank the efficiency of your Operations? *

Any additional information you would like to share that may prove helpful: