🧭 Pre-Strategy Assessment Survey

Thank you for choosing this Pre-Strategy Assessment Survey Template. Here's how to maximize its effectiveness:

• Customizing Questions: Before sending, you'll have the opportunity to modify the text of each question. Tailor them to your specific strategic focus to ensure you gather the most relevant information from your respondents.
• Adding Respondents: On the next screen, you can add sender emails, individually or in bulk. This allows you to easily distribute the survey to all relevant stakeholders.
• Setting a Deadline: You can set a deadline for the survey. Please note that this date does not automatically close the survey; it simply serves as an indicator of when you'd like responses to be completed. You will manually close the survey when you are ready.
• Customizing the Invitation Message: Prior to sending, you can add a custom note to the email message respondents will receive. Use this space to encourage participation, clearly explain the purpose of the survey, and reiterate its importance to your strategic process.
• Facilitating Results: Once responses start coming in, the best way to facilitate the results of this Pre-Strategy Assessment is to schedule a dedicated session with your core strategy team. Review the aggregated data and open-text feedback together. Look for patterns, recurring themes, and significant outliers. Use these insights to challenge assumptions, identify critical issues that need further exploration, and pinpoint areas of consensus or divergence. This data will form the backbone of your strategic discussions, helping you to prioritize initiatives and build a more informed strategic roadmap.