Company & Context
Company
Industry
Functions Involved
Team Size (combined)
Select…
1–10 11–25 26–50 51–100 100+
Primary Market/Region
Growth Stage
Select…
Early / Product–Market Fit
Scaling
Mature
Turnaround
Strategy & Alignment
Vision & Strategy Clarity
Select…
Unclear Somewhat clear Clear Crystal clear and shared
Goal Alignment Across Teams
Select…
Poor Mixed Mostly aligned Fully aligned
Where are the biggest alignment gaps?
Roles, KPIs & Ownership
Role Clarity
Select…
Unclear Somewhat clear Clear Clear & documented
KPI Clarity & Relevance
Select…
Unclear Somewhat clear Clear Clear & owned by roles
Ownership & Decision Rights (who decides what?)
Cadence & Communication
Leadership Meeting Rhythm
Select…
Ad-hoc Weekly Bi-weekly Monthly
Cadence Quality (effective & action-oriented?)
Select…
Ineffective Somewhat useful Productive Highly productive
Communication Gaps (where does info get lost?)
Cross-Functional Alignment
Sales ↔ Marketing Alignment
Select…
Poor Mixed Mostly aligned Fully aligned
Sales ↔ Customer Experience Alignment
Select…
Poor Mixed Mostly aligned Fully aligned
Handoffs & Feedback Loops (what works, what breaks?)
Culture & Trust
Trust & Psychological Safety
Select…
Low Mixed Good High
Conflict Handling
Select…
Avoided Inconsistent Handled constructively Proactively resolved
Culture Signals (what behaviours are rewarded?)
Priorities & Outcomes
Top 3 Alignment Priorities (next 90 days)
Quick Wins (0–30 days)
Target Timeframe for Outcomes
Select…
0–30 days 30–60 days 60–90 days 90+ days
Contact
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Anything else Patrick should know?
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