Strategic Planning Process: Client Intake Form

Be sure to allow yourself ample time to complete this questionnaire in its entirety. We suggest that you print this page to complete the work offline, and then return to this page to submit your answers.

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SPP Client Intake Form

Part I: Organization Overview

General Information

Organization Name *

Additional Names/Also Known As

Date of Incorporation *

Physical Address *

Physical Address

City

State/Province

Zip/Postal

Mailing Address

City

State/Province

Zip/Postal

Website/URL

Contact Information

List decision-makers/ points of contact for the strategic planning process. (1 Exec Staff & 1 Board Member is Ideal)

Primary Contact

Secondary Contact

Name *

Primary

Name *

(This person is included in all correspondence)

Title/Position *

Primary

Title/Position *

Secondary

Primary

Secondary

Work Phone/Cell Phone *

Primary

Work Phone/Cell Phone *

Secondary

Board Governance

How many board members?

Are any of the founders still involved? *

Yes

Describe involvement (in 1-2 sentences max). *

Staff/Volunteers

How many full-time staff?

How many part-time staff?

How many regular volunteers? *

Primary Goals of your Organization

(Used as a brief preview for the initial planning call)

What major programs or projects do you expect the organization to prioritize during the coming 5 years?

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Strategic Planning Process: Client Intake Form

Part I: Organization Overview

General Information

Contact Information

Board Governance

Staff/Volunteers

Primary Goals of your Organization