Strategy Session Intake Form Template

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.

Use this template

Last updated 21 August 2026

Fields in this template

Participant Namerequired
Email Addressrequired
Companyrequired
Title / Rolerequired
Top Strategic Prioritiesrequired
Biggest Obstaclesrequired
Recent Wins
Organizational Maturity Levelrequired
Start-up (figuring it out as we go) · Early-stage (some structure, still evolving) · Growth-stage (scaling established operations) · Mature (optimizing a well-established organization) · Transforming (major change underway)
Areas to Focus On in This Session
Vision & Mission · Competitive Strategy · Revenue Growth · Cost & Efficiency · People & Culture · Technology & Innovation · Governance & Risk · Market Expansion · Product / Service Portfolio
What does success look like for your organization in 12 months?required
Is your leadership team aligned on these strategic priorities?required
Fully aligned · Mostly aligned — some differences · Not aligned — this is part of the problem

Who uses this template

Strategy consultantsManagement consultantsBusiness coachesExecutive coachesOrganizational development consultantsFacilitators running strategy workshopsFractional CMOs and COOsLeadership advisors

About this template

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.

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What's included

Strategic priorities field to surface the 2–3 most critical focus areas

Obstacles field to identify what's blocking progress before the session

Recent wins field to ground strategy in proven strengths

Organizational maturity dropdown to calibrate session depth

Multi-select focus area checkbox to co-create the agenda

12-month success criteria field tied to measurable outcomes

Leadership alignment question to surface internal tensions

Email notifications with responses before each session

How to create a strategy session intake form

1
Use this template to create the strategy session intake form in formformform.
2
Customize the focus areas checkbox to match the strategic frameworks or service areas your firm uses.
3
Update the organizational maturity dropdown if your firm uses a proprietary maturity model.
4
Send the form link in your session confirmation email at least 5 business days before the session.
5
Review all responses 24 hours before the session and build your facilitation agenda around the themes that emerge.
6
Share a summary of key themes with participants at the start of the session to validate your interpretation.

Best practices for your strategy session intake form

Send it at least 5 days before the session

you need time to review responses, identify themes, and adjust the facilitation agenda before you arrive.

Ask for metrics in the success question

'revenue of $10M' is more actionable than 'grow significantly.' Push clients toward specificity with your placeholder text.

Use the alignment question as an opening discussion prompt

if the team isn't aligned, surface it transparently at the start rather than discovering it mid-session.

Review wins before diving into problems

starting a strategy session with what's working primes participants for constructive thinking instead of defensive firefighting.

Focus the checkbox to 3–4 items

a strategy session that tries to cover nine focus areas covers none of them well. Use the responses to prioritize ruthlessly.

Capture the session output in the same system

follow up with a brief post-session summary form so participants record their commitments while the session is fresh.

Frequently asked questions

Who should complete the strategy session intake form?

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.

What if a participant doesn't complete the form before the session?

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.

Should I share participants' responses with each other before the session?

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.

Can I use this form for a board offsite or multi-day retreat?

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.

How do I turn the responses into a session agenda?

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.