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Form FI-002: Preliminary Executive Analysis
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PART 1: ORGANIZATIONAL INFORMATION
Please provide information about the team with which we will be working directly.
Please enter the name of your parent organization (if applicable):
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Please enter the name of the team, division, or unit being analyzed:
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If you are conducting an analysis for your entire parent organization, please write or rewrite its name in the above field.
What industry or occupation would you describe as being the focus of your team:
Please share any official slogan(s) or tag line(s) commonly associated with your organization (if applicable):
Please share any official mission statement to which your team adheres or holds itself accountable (if applicable):
Please share any official statement or list of values that your team has specifically identified as being critical to its mission (if applicable):
Please share up to 5 official measures or key performance indicators that your team tracks on a routine basis as a way to monitor individual or team performance (if applicable):
Please select all statements that are true:
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Within the last year, our team has held an official leadership retreat or strategic planning meeting
Our team is currently following a formal strategic plan of some sort
Our team has established AND documented specific goals and objectives within the last year
Our policies require that employees undergo a formal review of performance at least once a year
Our nonmanagerial employees have undergone a formal review of performance in the last year
Our team has and routinely monitors key indicators or measures of performance
Our team has conducted a formal employee engagement survey or analysis within the last year
Our team has conducted a formal customer/client satisfaction survey or analysis within the last year
Our team has hired new employees within the last year
Our team has hired or promoted first-time managers within the last year
Our team has hired or promoted first-time executive leaders within the last year
Please share any other helpful information about your organization, its mission, its values, or its strategic priorities:
Optional: Please upload any strategic planning documents you wish to share with us:
Optional: Please upload any strategic planning documents you wish to share with us:
Optional: Please upload any strategic planning documents you wish to share with us:
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