Conversation Preparation

Thank you for scheduling this conversation.

A few thoughtful notes will help us use our time well. Brief answers are welcome. There is no need to have everything figured out before we meet.

Step 1 of 3

About you

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Name Email

Organization

Next→Tell me what is behind this conversation and what matters most.

Step 2 of 3

Your priorities

What prompted this conversation now? What specific business or organizational outcomes matter most to you right now? Why are these outcomes critical to your success or your organization's direction? What would make our conversation especially worthwhile for you?

Next→Give me the context that will help me prepare.

Step 3 of 3

Where you are today

What is already working well that you want to preserve or build on? Where would you most like to see progress or a different result? Is there anything else that would help me understand the context before we meet?