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Welcome to our Online Introductory Questionniare

To help make the most of our time together please provide as much of the following information as you can.  Click here to start entering your answers immediately.

FAQ's

Question

Answer
Why provide this information?

This helps us understand more about you and your organisation so we can offer useful advice at your complimentary consultation.

Also, our Clients tell us that completing this questionnaire was helpful in identifying and clarifying what they wanted to achieve next in their organisation.
How long will it take?

The questionnaire is reasonably detailed and will take you approx. 20-30 mins to complete (depending on your typing speed!).  This is 30 mins well spent considering it qualifies you for a consultation valued at $422.

If you prefer to hand write click here to download a paper copy of this questionnaire that you can write on and fax to us at (09) 522 8793.
How confidential will this information be?

All information we receive is kept confidential and used for the sole purpose of understanding more about you and your organisation so we can ask relevent questions and provide helpful advice at your complimentary consulting session.
What if I can't answer all the questions? No problem, this is very common.  Feel free to enter things like 'don't know', 'nothing' or 'to be decided'.  This is one of the benefits of completing the questionnaire, it helps identify your next, best steps.
What will happen after I complete this questionnaire? We will review the information you have provided and then phone you to discuss it and arrange a suitable time for your introductory consultation.

So let's get started, we are confident it will be worth your while...

Organisation Details
1. Organisation Name*
  
2. Physical Address*
  
3. Phone number (please include area code)*
  
4. Website address (We will visit your website to learn more about your organisation)*
  
5. Your name*
  
6. Your role*
  

Overview of Your Organisation
7. Briefly describe your core products and/or services*
  
8. What is the purpopse/objective/mission of your organisation?*
  
9. How long have you been operating?*
  
10. What is your annual turnover?*
  
11. How many staff and/or contractors do you have?*
  
12. What are your short term organisational goals? (next 12 mths)*
  
13. What are your long term organisational goals? (next 1-5 years)*
  
14. What are your current strategies to achieve these short and long term organisational goals?*
  
15. What are the strengths of your organisation that you wish to protect?*
  
16. Which areas of your organisation do you wish to improve?*
  
17. What organisational development have you undertaken in the past and what results did it achieve?*
  

Your Market
18. What industry does your organisation fit into?*
  
19. What market(s) do you serve? (Please provide explanatory details, such as geographic area, income, education, life cycle stage, industry, size, etc)*
  
20. Who are your main competitors? (please list)*
  
21. What is your point of difference from your competitors?*
  
22. What key changes do you see in your market? (Threats and opportunities)*
  

Your People and Systems
23. Briefly describe your staffing/organisation structure*
  
24. How well is this currently working for you?*
  
25. Is your accounting/financial management system...?*
  
Computerised
Manual
Ad hoc
Efficient
Effective
Non existent
Not sure
26. Are your sales/customer relationship systems...?*
  
Computerised
Manual
Ad hoc
Efficient
Effective
Non existent
Not sure
27. Are your operational systems...?*
  
Computerised
Manual
Ad hoc
Efficient
Effective
Non existent
Not sure
28. Are your people management systems...?*
  
Computerised
Manual
Ad hoc
Efficient
Effective
Non existent
Not sure
29. Is your organisational management system...?*
  
Computerised
Manual
Ad hoc
Efficient
Effective
Non existent
Not sure
30. What other systems do you currently have in place? (please list or comment)*
  
31. Internally, which areas of your organisation work well?*
  
32. Internally, which areas of your organisation do you have the most problems with?*
  

About You
33. What strengths do you bring to your organisation?*
  
34. What areas would you like to improve in?*
  
35. Describe what you enjoy doing most in your organisation*
  
36. What are some of your least favourite things about being in management?*
  
37. What do you want your role to be in the organisation in five years time and how do you see your organisation serving you then?*
  

The Practicalities
38. What timeline are you working to?*
  
39. What time do you have available to work on your organisation?*
  
40. What have you put in place to protect this time?*
  
41. What is your allocated budget for developing your organisation?*
  
42. At this stage how do you see our potential role? (For example, idea bank, advising, training, implementing - we realise this may change)*
  

Comments and Questions
43. Please use this area to add any additional comments or information about your organisation
  
44. Do you have any questions for us? Please enter them here
  
45. Thank you for your time. The information you have provided is kept absolutely confidential and is used for the sole purpose of helping you achieve your organisational objectives.

Please tell us about yourself:
First Name: *
Surname: *
Email Address: *
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