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Company Context

What's your company's annual revenue?

This helps us calibrate what "good" looks like for a business at your stage.

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Under $2M
Early stage, still finding operational rhythm
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$2M – $10M
Growing — coordination starting to get complex
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$10M – $30M
Established — misalignment is costing real money
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Over $30M
Scale-up — execution complexity is the core challenge
Current Planning

What planning frameworks have you used?

Select all that apply. Be honest — there are no wrong answers here.

Select all that apply
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No formal system
We plan informally
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OKRs
Objectives & Key Results
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EOS / Traction
Entrepreneurial Operating System
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Annual strategic plan
Offsite + document
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Balanced Scorecard
KPI framework
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Hoshin Kanri
Already familiar with it
Team Alignment

How aligned is your leadership team right now?

If you asked each leader to name the company's top 3 priorities, how similar would the answers be?

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Completely misaligned — everyone has different priorities Fully aligned — everyone is on the same page
Execution Gaps

Where do plans typically break down in your business?

Pick the one that hits closest to home.

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The plan itself is too vague
Goals aren't specific or measurable enough to act on
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Nobody owns the outcomes
Accountability is diffuse — when something slips, it's unclear who's responsible
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We find out too late
Problems surface in quarterly reviews, not in time to course-correct
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The urgent beats the important
Day-to-day fires crowd out strategic priorities within weeks
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There's no review system
We build a plan but never formally check in on it
In Your Own Words

What's your biggest strategic frustration right now?

Write whatever comes to mind — this is the most important question. The more specific, the more useful your assessment will be.

Vision of Success

What would a great 2026 look like for your business?

Describe it in concrete terms — revenue, team, market position, or whatever matters most to you.

Review Habits

How do you currently track progress against goals?

Pick the option that best describes your current reality, not your intention.

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We don't have a formal process
Goals are set but not regularly reviewed as a team
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Quarterly business reviews
We look back every 90 days — but it's often too late to correct
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Monthly reviews with some structure
We check in monthly but it's inconsistent or surface-level
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Structured monthly + quarterly cadence
We have a real rhythm with actuals, variances, and countermeasures
Almost There

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