Client Discovery Form - Training

Please consider answering the following questions to the best of your ability. Your responses will help us get an initial idea of your needs to help us prepare to meet with you. We recognize that all answers are subject to change as we embark on our process of discovery.
First Name:
Last Name:
Email:
About Your Organization:

Can you tell us a bit about your organization?

Purpose:

What is the purpose of the workshop / event? Why have it? What do you want to accomplish in our time together?

Attendees:

Who will attend this training /event?

What are their roles in the organization?

Number of Participants:

Roughly how many people do you expect?

Participant Takeaway:

What are the top 2-3 things you hope the group learns during this training?

Frequency:

Are you imagining a multi-part training series? A one-off session?

Timeline & Dates:

Do you have a general timeline in mind? When are you hoping to kick off this project? When are you hoping to have this event?

Session Length:

Do you have a set length of time for this session?

Meeting Medium:

Is this an in-person or digital training? Hybrid?

Location:

Do you have a location in mind?

Budget:

Do you have a specific budget in mind?

Other Comments:

Do you have any other comments?

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