Company Questionnaire

This is the organizational assessment form.
A member of our team will contact you with a strategy to meet your needs!

Name Name * First Last
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Email *

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Organization Name
Phone Phone * - ### - ### ####

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Web Site
What is your company's mission statement? *

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What is your company's vision statement? *

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What is your annual budget? *

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How many employees do you have (Please include full-time and part-time)

How many employees do you have (Please include full-time and part-time) 1-10 11-20 More than 20
Do you have a written strategic plan, that is current? *

Do you have a written strategic plan, that is current? Yes No In process or needs updating

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What do you see as your top 3 challenges?

This can include fundraising, staffing, program development, budgeting, board challenges or other issues.
Please share the top 3-5 programs or services you want to offer or complete over the next 12 months. Be specific. *

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Please upload the following files.

- Most Recent Annual Report
- List of board members and titles
- Strategic Plan
Upload a File

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