Client Forms

Org Client Catch-up Form

Please fill out the form below to help us catch up.

Name

First Last

What are 1-3 wins that have occurred since we last met? (Remember to review your bigger strategic goals/priorities to account for progress.)

What are 1-3 setback or challenges that have occurred since we last met? (And how do these relate to your strategic goals/priorities?)

Are there any team dynamics -- positive, negative, or neutral -- not covered above that would be good for me to know about?

What important stuff got left out, forgotten, or reprioritized? Why?

What are your team's Top3 priorities for the next month? (Do they know these are the Top3?)

What are the 1-3 top items you'd like to discuss during our next meeting?

Anything else you want to tell me?

Upload anything you want me to look at (if we're not sharing a Dropbox folder)

Max. file size: 50 MB.