Organizational and Executive Needs Assessment
Dear Clients and Prospects:

Meegan Scott and Magate Wildhorse℠ are committed to bringing you optimal solutions, efficient meetings, and a short consulting to productivity turnaround time. Our solutions are designed to ensure improved levels of effectiveness; credibility; and an enhanced reputation.

We also want to ensure that the services we develop and our existing solutions are designed to suit your needs and budget.

For that reason we invite you to complete this detailed survey ahead of our first prospect or service inquiry meeting.

Your responses will help us to plan an efficient and effective meeting as well as help us to ask the right questions as we begin the process of working with you to customize or develop and deliver the solution that best suits your needs.

Clients and prospects who complete this survey between August and November 2015 save an extra $200- $500 on a solution.

Thank you in advance for other information shared.

Thank you also for staying connected by liking and following us on Facebook at: https://www.facebook.com/MagateWildhorse.

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1. Please select the category that best describes the sector in which you serve: *
If not listed please type the category in the box at Other.
2. What type of business or organization do you serve or lead? *
Please specify other if not listed.
3. How many people do you or your organization currently employ? *
4. Please indicate the number of full-time and the number of part-time employees in the box below? *
5. Please indicate the range of your gross revenue, funding, or income for 2014? *
If you intend to purchase services as an individual please select the applicable income category. If you intend to purchase on behalf of an organization please select the most applicable category marked Revenue/Funding.
6. Did your income, revenue, or funding increase or decrease in 2014? *
7. By approximately what % did the income, revenue, or funding increase or decrease? *
Business, Professional or Organizational Status
8. Please tick the response that best reflects your situation *
Please choose your answer based on whether your interest in our services is as a representative of an organization or as an independent professional
Future Plans: Business, Professional or Organizational
9. Please tick the response that best reflects your aspirations or plan *
10. What is the most pressing challenge for which you need help as a professional or for your organization? *
11. Please provide a brief overview of the situation that you currently face and the impact that it is having on you, and or your organization? *
Please write details of existing challenges both immediate priorities and medium term.
12. Performance Management: Planning or re-designing your program to deliver desired results, monitoring, assessing and reporting your results. *
Please select the options that best represent your current service need for each row.
Consulting (Someone to do the job)
Advisory support
Workshop
Information
Tools, processes & information systems
No assistance
Program/project planning
Program/project planning
Project re-design
Corporate strategy plan
Business Plan
Theory of Change
Investment Theory
13.  Sales and Marketing: Identifying customer needs and delivering relevant solutions, in-market sales support *
Please  select the options that best represent your current service need for each row.
Consulting (Someone to do the job)
Advisory support
Workshop
Information
Tools, processes & information systems
No assistance
Marketing Plan
In-store & country sales support
Product introduction
Social or change marketing
Social media marketing
Customer/member insights
14.  Performance Measurement and Credibility *
Please  select the options that best represent your current service needs for each row.
Consulting (Someone to do the job)
Advisory support
Workshop
Information
Tools, processes & information systems
No assistance
Organizational Assessment
Organizational Performance Review
Results Framework & Indicators
Results Oriented Monitoring Tools
M&E System Tools & Dashboard
Performance Report Preparation
Assessment of existing Results Framework & Indicators
15.  Virtual Project Rescue or  Virtual Planning *
Please select the options that best represent your current service needs for each row.
Consulting (Someone to do the job)
Advisory support
Workshop
Information
Tools, processes & information systems
No assistance
Central control of project execution activities for making a tight deadline or creating plans that are developed collaboratively and have buy-in
Virtual Board Visioning
Help with Translation & Elaboration of Strategy into Corporate Strategy Plan
Help with Elaboration of Corporate Strategy Plan into Operational Work Plan
16.  Executive Coaching *
Please select the options that best represent your current service needs for each row.
Consulting (Someone to do the job)
Advisory support
Workshop
Information
Tools, processes & information systems
No assistance
Private Board + Skype Session
Individual: material for review + 4 meetings
Individual: 1 session per month for 4 months
Strategy re-assessment and reformulation
17. Do you currently have an external consultant who assists you with one or more of the challenges above? If yes, please select the service(s) for which you currently purchase external support. *
Required
18. If yes, are there any areas of dissatisfaction with your current service provider, and what would those be? *
Feel free to indicate what you would like to see changed in addition to the areas of dissatisfaction.
19.How often do you purchase such solutions? *
20. In which months are you most likely to buy one the solutions above? *
Please select the between 1 and three months when you are most likely to purchase only.
Required
21. How much would you want to spend max (US$ or CAD$)? *
Please list the solution(s) and the amount you want to, or can afford to spend
22. Could you benefit from weekend or after hours planning, coaching, or advisory support? *
23. How much would you be willing to pay per hour for such services? *
Please indicate the name of the service and your desired rate in US $
24. What do you like most about the proposed service you selected? *
You may revisit the Magate Wildhorse Performance Measurement and Management Catalogue for service features
25. Would you buy it? *
26. Who would be responsible for making the final purchase decision? *
Thank you for stating one or all of the following: a job title, name and contact information
27. If I presented a proposal that makes sense to you and is within your budget would you make a purchase? *
28. If yes, when would you buy it? *
29. Do you know other entities or professionals who might be in need of such services? If yes, who might these be?                                                                                              (Thank you for listing any name, organization and or contact).
30. Do you belong to a business or professional association? If yes, please list the 3 main ones
31. Have you connected to Magate Wildhorse online channels? If yes, which?
32. Did you know, that by liking the Magate Wildhorse Facebook Page you qualify for up to 25% more savings on solutions that are already discounted? *
33. Have you subscribed for the Magate Noesis? If yes, please write the kind of content that would be most useful to you. *
34. Who are key people or resources that you generally contact for help with business, professional, or organizational challenges?
35. From what sources do you find out about business workshops, services, special events, etc.? *
Tick all that applies.
Required
36.Which of the following would be a  worthwhile investment for you and/or your *
Required
37. If so, in what topics would you be  interested? *
38. Would you like Magate Wildhorse to contact you concerning free consulting and training services offered from time to time? *
39.  Would you like to be added to the Magate Wildhorse Mailing List? *
40.  Please type your name and or the organization you represent in order to redeem your discount should you decide to purchase a solution. *
41.  Please type your Email address and the Phone number at which we should contact you.
42.  Comments:
Please type any other comments or feedback that you would live to share.
Thank You for Having Shared!
We thank you for the time taken to share. You feedback will help us develop even better solutions at the right prices for you.
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