Section 1 of 5

About You

So we know who is sharing this perspective.

Your name *

Your role / title *

Email *

Organization *

Industry

Approximate employee count

Section 2 of 5

The Business Situation

What is happening in the business that brought this conversation to the surface.

What prompted you to look at leadership development now? *

A specific event, a pattern you have been noticing, a strategic shift. Whatever comes to mind first.

If nothing changes in the next 12 to 18 months, what is the most likely cost to the business?

Lost revenue, missed strategic priorities, turnover, slowed execution, something else. A best guess is fine.

Section 3 of 5

The Leadership Picture

Who the leaders are and where you see the most need.

Which leader populations are most on your mind?

C-suite / executive team Senior leaders Mid-level managers Emerging leaders First-time managers Specific individuals Other

Roughly how many leaders are we talking about?

What have you tried before in this space, if anything?

Programs, coaching, assessments, off-sites. What worked, what did not. If this is the first formalized effort, just say so.

When you picture your leadership team or population at their best, what is different from today?

No need to be eloquent. Plain language is best.

Section 4 of 5

Success and Stakes

What good would look like, and how urgent this is.

If we did this and it worked, what would be measurably different in 12 months? *

Try to get to one or two specific business signals. Revenue, retention, decision speed, employee survey scores, time-to-productivity, something concrete.

How would you describe the urgency?

Critical High Moderate Exploratory

Is there anything you have already ruled out or want to avoid?

Approaches that did not fit, vendors you have already considered, anything off the table.

Section 5 of 5

Decision and Logistics

A few practical questions so we are aligned on how this might move forward.

Who else is part of the decision on this?

Names and roles are fine, or just roles if names are sensitive.

Has a budget range been established?

When would you ideally want to start?

Would you like to invite up to 3 colleagues to share their perspective?

Multiple viewpoints often surface patterns one person cannot see alone. Each invitee will receive their own version of this questionnaire. Their responses come to Dan, not to you, so they can be candid.

Colleague 1 (optional)

Colleague 2 (optional)

Colleague 3 (optional)

Anything else you want me to know before we talk?

Send me a PDF copy of my responses for my records.

Pre-Discovery Questionnaire

About You

The Business Situation

The Leadership Picture

Success and Stakes

Decision and Logistics

Thank you.