OPPC Business Intake Questionnaire 1. Hello! I'm Coach Joaniebop, tell me more about your teams' needs! When you have the time and are settled, take a moment to complete the following questions... OK Question Title 1. What is your first & last name? Email? Business Name? OK Question Title 2. Client Format Desired? Lunch & Learn Ted Talk Half Day Workshop Full Day Workshop Course Curriculum Retreat/Conference In-Person - Client will indicate location Virtually - Zoom Business Leadership & Development Focused Team & Social Awareness Focused OK Question Title 3. If you could accomplish only one thing by me helping you, what would that be? OK Question Title 4. What does success look like for this Business, what do you want to see happen? Identify the CSF’s (Critical Success Factors) OK Question Title 5. How is current team comprised? Roles? Responsibilities? Names?a. List out known team weaknesses – by person if needed OK Question Title 6. What’s your Business or Team Members' biggest challenges to date? OK Question Title 7. What is your specific Business Mission/Vision? - ensure this aligns with your own core values, foundational principles, and future of this business OK Question Title 8. What skills or expectations do you expect for your Business team members to have, in order for them to stay on target? OK Question Title 9. What are 3-5 metrics you have created for your Team Members that will maintain goal alignment and structure towards winning? If there are none, what should they be? OK Question Title 10. From the questions above, articulate the clear, compelling goal(s) you want to achieve by On Purpose helping you? OK DONE