Strategic Planning Pre-Work Questionnaire

Purpose: To gather input from the board, management and staff on key ideas which should be considered in your Strategic Planning Workshop.

Instructions: Answer the questions below, keeping in mind your responses are recommendations and may or may not be included in the organization’s strategic plan. However, all input will be valuable for discussion during the planning workshop.

Name

First Name

Last Name

Products Q1: What products or services should we consider adding in the next three years? (List as many as you like)?

Products Q2: What product or service do we offer today that you feel we should change or discontinue? Why?

Products Q3: How would you compare our products/accounts to our competition?

Service Q2: How would you rate our current level of service compared to your level of expectation? From 1 (Lowest) to 10 (Highest)

Why did you select this number?

Operations Q1: What major purchase (Over $5000) do you think the organization should purchase this year?

Operations Q3: What is our biggest challenge to succeed in the next three years?

Profitability Q1: How would you suggest increasing revenue/income?

Profitability Q2: How can we reduce operating expenses?

Profitability Q3: What marketing strategies would you like to see in the next three years?

People Q1: Are you happy at working for this organization?

People Q2: What would help you do your job?

Other: