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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
Physical Address *
Physical Address
City
State/Province
Zip/Postal
Mailing Address
Mailing Address
City
State/Province
Zip/Postal
 

 

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
Primary
(This person is included in all correspondence)
Primary
Secondary
Primary
Secondary
Primary
Secondary


Board Governance
Are any of the founders still involved? *
 

 

Staff/Volunteers

 

 

Primary Goals of your Organization

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