Transform your strategy sessions from agenda-setting conversations to high-impact working meetings. This intake form collects participants' top priorities, biggest obstacles, recent wins, and 12-month success vision before you meet — so every minute of the session drives toward meaningful strategic decisions.
A strategy session intake form ensures that the session itself is the high-value deliverable — not the preliminary conversation. When participants commit their priorities, obstacles, and 12-month vision to writing before they arrive, they show up with clearer thinking. And the consultant or facilitator arrives knowing exactly where to focus, where the tensions lie, and what success looks like to the people in the room.
The leadership alignment question is often the most revealing. 'Not aligned — this is part of the problem' is a response that changes the entire facilitation approach. A strategy session with an aligned leadership team is a planning exercise; a session with a fractured leadership team is a negotiation. Knowing which you're walking into before you walk in is invaluable.
formformform makes this form easy to send in the meeting confirmation, collect responses in one place, and review them in a 20-minute prep session before the workshop. No chasing down answers via email, no clipboard questionnaires the morning of the session.
Collects each executive's view on annual priorities, resource allocation preferences, and biggest strategic bets before a planning offsite.
Gathers board members' views on governance priorities, risk appetite, and strategic direction before a quarterly board retreat.
Asks founders about product-market fit confidence, funding runway, team gaps, and 18-month growth targets before a scaling session.
Captures brand positioning perceptions, competitive differentiators, and audience priorities from marketing and leadership stakeholders.
Collects current pipeline health, win/loss patterns, competitive displacement opportunities, and revenue targets for a sales strategy session.
Asks leaders about digital maturity, technology investment history, and transformation appetite before a digital strategy offsite.
Gathers integration priorities, cultural friction points, synergy targets, and 100-day milestones from both legacy organizations' leaders.
Collects mission alignment, program impact data, funding model risks, and community priorities before a strategic planning session.
Asks product and engineering leaders about roadmap confidence, market signals, technical debt, and innovation priorities.
Gathers current market share, target geography, competitive landscape knowledge, and entry mode preferences for expansion planning.
Collects current culture assessment, desired culture attributes, and leadership behaviors to model from senior leaders before a culture workshop.
Asks about current pricing model, competitive benchmarks, customer willingness-to-pay data, and margin targets.
Gathers current innovation portfolio, R&D investment levels, idea pipeline quality, and organizational risk appetite for innovation sessions.
Collects NPS trends, churn drivers, expansion revenue data, and CS team structure for customer success strategy workshops.
Asks leaders to characterize the competitive threat, their current defensive and offensive posture, and resource availability for a rapid strategy response session.
Use this template to create the strategy session intake form in formformform.
Customize the focus areas checkbox to match the strategic frameworks or service areas your firm uses.
Update the organizational maturity dropdown if your firm uses a proprietary maturity model.
Send the form link in your session confirmation email at least 5 business days before the session.
Review all responses 24 hours before the session and build your facilitation agenda around the themes that emerge.
Share a summary of key themes with participants at the start of the session to validate your interpretation.
you need time to review responses, identify themes, and adjust the facilitation agenda before you arrive.
'revenue of $10M' is more actionable than 'grow significantly.' Push clients toward specificity with your placeholder text.
if the team isn't aligned, surface it transparently at the start rather than discovering it mid-session.
starting a strategy session with what's working primes participants for constructive thinking instead of defensive firefighting.
a strategy session that tries to cover nine focus areas covers none of them well. Use the responses to prioritize ruthlessly.
follow up with a brief post-session summary form so participants record their commitments while the session is fresh.
Every participant who will attend the strategy session, including the senior leadership team. Aggregating multiple responses reveals where the team is aligned and where there are divergent views — both are valuable inputs.
Follow up once with a gentle reminder 48 hours before. If they still don't complete it, proceed with the session but allocate the first 10–15 minutes to verbal intake for that participant.
It depends on your facilitation approach. Some consultants share a synthesized summary of themes (anonymized) in advance to prime discussion. Others keep responses private and use them only to design the agenda. Both approaches work.
Yes — for multi-day sessions, consider adding questions about session format preferences, dietary requirements, and pre-reading availability to make the form do double duty as logistics intake as well.
Look for repeated themes across the priorities and obstacles fields — these become your core agenda items. The alignment question tells you whether to open with consensus-building or assumption-challenging activities.
Gather essential client details before your first consulting meeting.
Prepare prospects and yourself before every discovery call.
Capture project objectives, deliverables, timeline, and budget in one form.
Capture qualified B2B demo requests with company size, role, and use case.
The classic contact form. Simple, clean, and ready to embed.
Capture qualified leads with the context your sales team needs to convert them.
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Use this template