Client Discovery Form - Workshops

Last Name:

Email:

About Your Organization:

Please tell us a bit about your organization. What do you do? Why do you do it?

Purpose:

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

Attendees:

Who (roles, organizations, departments, communities, etc.) will attend this workshop / event?

Number of Participants:

Roughly how many people do you expect?

Participant Takeaway:

How do you want participants to walk away from the retreat? How should they feel? What should they be ready to do?

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? Is your timeline rigid or flexible?

Session Length:

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

Meeting Medium & Location:

Is this an in-person or digital meeting? Hybrid? Do you have a location in mind?

Visual Summaries and Illustration:

Are you hoping to integrate some illustrated visuals into this project? No worries if you are not sure yet! We can discuss more on our next call.

Budget:

Do you have a specific budget or price range in mind?

Other Comments:

Do you have any other comments? If not, feel free to share your favorite hobby, color, or food:-)