Form FI-002: Preliminary Executive Analysis
Please complete this form to begin the Full Infusion program. If your initial registration application has not yet been approved by our office, please do not complete this form until you have received approval and have been accepted as our client. If you are unsure about the status of your application, please call or email us immediately. Please expect to take approximately 45-60 minutes to complete it.

Who should complete this form?
We request that this form be completed by - or with the assistance of - a top-level executive decision-maker on your team or within your organization.

We allow and encourage multiple decision-makers to independently submit responses. This provides us an opportunity to learn about your team from multiple perspectives. If possible, please limit the number of submissions to no more than 5.

Supporting Documents
You may upload supporting documents if you feel it will clarify information you are providing. Please submit documents in PDF format whenever possible.

How Accurate Do I Need to Be?
Your intuitive thoughts about these questions are important. We don't expect you to spend a lot of time on this analysis. Please be as accurate as you can, but make sure you capture your own feelings or perceptions when they are applicable. We understand that there will be biases and opinions that may or may not be entirely rooted in fact or data. If you truly don't know the answer to a question and have no opinion or guess, you can leave it blank (when it is not a required question).

Stopping and Starting
You may save your work and return to complete this form within 10 days.

Confidentiality
The information you provide belongs to you. We promise not to share it with anyone outside of our organization or within your organization. We take this confidentiality very seriously and encourage you to be honest and complete in the answers you provide.
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  • PART 1: ORGANIZATIONAL INFORMATION

    Please provide information about the team with which we will be working.
  • If you are conducting an analysis for your entire parent organization, please write or rewrite its name in the above field.
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