PM and Associates Intake Form
Please fill out the following confidential information to the best of your knowledge. We encourage you to please be as open, honest and transparent. We will contact you as soon as possible to discuss through.

*Your information is 100% confidential and will never be rented, sold or shared with anyone.
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Name *
Company/Organization *
Professional Role *
Phone # *
Email *
Number of employees in your organization *
How aligned is your organization when it comes to everyone being on the same page with the overall vision? *
Very poorly aligned
Very well aligned
Does your organization currently run on an operating system or framework that is consistent throughout the entire business? *
Does your organization currently have a strong human resources division that effectively and legally deals with all employee issues and concerns? *
What is the biggest challenge you have with people and employees in your organization? Please provide high level details. *
What is the biggest challenge you have around finding and hiring quality talent in your organization? Please provide high level details. *
Do you have management or leadership that needs coaching or training in specific areas? Please provide high level details. *
Do you (if applicable) have a strong succession and retirement plan for your business? *
Do you have challenges around finding people that are the right "fit" for your organization? *
Does your organization need a positive and/or more inclusive atmosphere? *
How well does your leadership team communicate? *
Very poorly
Extremely effectively
How well does your entire organization communicate? *
Very poorly
Extremely effectively
How well do you track organizational performance and accountability to positively create needed change? *
Very poorly
Extremely well
What other issues or challenges does your organization have that have not yet been mentioned? *
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