Client Forms

Leader Orientation Form

Please fill out the form below to help us learn more about you.

Instructions and Suggestions

Plan to spend about 30 minutes on this. I suggest completing it from a coffeeshop, quiet conference room, or another space where you can think clearly and deeply. A shift in environment often creates a shift in perspective.

Name

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The Questions

Answer honestly and from where you are today — not from where you think you "should" be. Bullet points or long-form responses are both welcome. Do what works for you. Treat this as the leadership development and reflection time rather than a task to get through as quickly as possible.

What are 1–3 areas where you currently feel most effective in your leadership?

What does your team (or the people you work most closely with) need from you right now that you're trying to grow into or strengthen?

Where does your role feel most challenging, unclear, or misaligned right now?

What parts of your organization's strategic plan, vision, or mission feel most connected to your work or most energizing to you?

What gets in the way of you spending more time on strategic or cross-functional work?

If nothing changed in the next 6 months, what would concern you most?

What would make your role feel more sustainable or satisfying in the coming year?

If you're successful in your change efforts, what would be different — for you, your team, or the organization — six months from now?

What are 1–2 areas you'd like to grow or strengthen as a leader over the next 6 months?

Is there anything else you'd like to add or comment on that is not covered above?