Follow Up Form
Metrics, Meetings, and Leadership Rhythm
Do you have a consistent leadership meeting cadence (weekly/monthly/quarterly)?
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Yes and it works
Yes but it doesn’t drive traction
No consistent cadence
Not sure
Which rhythms exist today?
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Weekly leadership meeting
Daily huddles
Monthly metrics review
Quarterly planning
Annual planning
1:1s
None consistently
Where do meetings most often fail?
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No clear agenda
Too many topics
Decisions don’t stick
No owner/follow-up
Poor data
Wrong attendees
Meetings are fine
What are the most important metrics you track today?
Revenue
Margin
Cash
Utilization/capacity
Cycle time
Quality/error rate
Customer satisfaction
Staff retention
Program impact (nonprofit)
Other
Visibility into operational performance
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1 = We don’t know until it’s a problem; 5 = Clear visibility and early warning
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Scope, Constraints, Timeline, and Budget Fit
What level of support do you think you need right now?
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Advisory (5–8 hrs/week)
Embedded (8–12 hrs/week)
Complex (12–16 hrs/week)
Not sure—recommend based on intake
Which best describes budget readiness for monthly support?
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Ready for monthly retainer
Need approval
Exploring options
Prefer project-based (note: site emphasizes ongoing options)
What is your ideal start date?
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Within 2 weeks
2–4 weeks
1–2 months
3+ months
input15
Option 1
Option 2
Option 3
Who makes the final decision to engage?
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Founder/CEO
Executive Director
Board
Leadership team
Other
Desired engagement length
1–3 months
3–6 months
6–12 months
Ongoing until systems stabilize
Not sure
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Consent and Next Steps
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