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New Client Questionnaire

We want to get to know you better!

Questions? Get in touch!

Please complete the questionnaire to the best of your ability. Your answers will help us better understand your organization, your team, and your role, enabling us to customize our services to meet your particular needs.

We will not share your answers with anyone from your organization.

Full name*
Email*
Your Team & Your Role
Position Description*
Job titles don't always adequately convey responsibilities. Please provide a brief description of what you do.
Which best describes your role in your organization?*
- C-suite, owner, founder, vice president
- Department Head or Manager (supervising at least 2 employees)
- Team Member without a fancy title
I have a direct responsibility for maintaining processes & systems (or operational details) to ensure effectiveness and efficiency.*
- Strongly Disagree
- Disagree
- Neither agree nor disagree
- Agree
- Strongly agree
My role requires me to take a big-picture perspective; I have responsibility for casting the strategic goals and vision for the company (or my team).*
- Strongly Disagree
- Disagree
- Neither agree nor disagree
- Agree
- Strongly agree
I have had practical exposure to Design Thinking, Agile Management or other intentionally collaborative approaches to work*
- Strongly Disagree
- Disagree
- Neither Agree nor Disagree
- Agree
- Strongly Agree
Please select all of the following technology and/or apps that you or your project team uses on a regular basis*
- Slack
- Google Drive (or Google Docs)
- Google calendar
- Another calendar app (Outlook, etc)
- Trello
- Another project management software (Basecamp, MS Project, Asana)
- Other
Please list any formal tools, systems, or software you or your team use (not listed above)
Please list other methods you or your team or organization have used related to innovation, process improvement, project management, or design thinking (for example: Lean, Agile, Kata)
What do you hope to gain from working with Adaptive Momentum?*
Is there anything else you'd like us to know about you, your organization, or your project team that will help us serve you better?
Please include any questions, anxieties, or comments about working with Adaptive Momentum.
Your Organization
What do you see as your organization’s greatest strengths? Check all that apply
- Strong leadership
- Productive Teamwork
- Smart, dedicated employees
- We know when to cut our losses
- People feel valued here
What are among the biggest challenges facing your organization? Check all that apply
- Quality of leadership
- Lack of upcoming leaders (succession planning)
- Teams are not self-managing
- We are stuck in outdated systems and approaches (change-averse culture)
- We get a lot of stuff done but we often lose sight of the bigger picture
- Our big ideas never seem to translate into reality
- We need better processes & systems
- Poor communication
- Lack of accountability
How would you describe communication in your organization? Check all that apply
- Adequate
- Helpful
- Sporadic
- Transparent
- Top-down
- Other
Our organization has an effective and well-understood project management system to support our work
- Strongly Disagree
- Disagree
- Neither Agree nor Disagree
- Agree
- Strongly Agree
Our organization is innovation-friendly and welcomes new ideas, approaches and ways of doing things
- Strongly Disagree
- Disagree
- Neither Agree nor Disagree
- Agree
- Strongly Agree
Cross-functional work (work involving multiple departments) is done frequently and effectively at our organization
- Strongly Disagree
- Disagree
- Neither Agree nor Disagree
- Agree
- Strongly Agree
Our organization has a "stop the presses" procedure, allowing any employee to call attention to concerns about quality or effectiveness
- Strongly Disagree
- Disagree
- Neither Agree nor Disagree
- Agree
- Strongly Agree
Individuals on our team understand how their work contributes to overall organizational success.
- Strongly Disagree
- Disagree
- Neither Agree nor Disagree
- Agree
- Strongly Agree
In your estimation, what would the world lose if your organization closed its doors tomorrow?
What are two or three things your organization could stop doing today, and no one would notice?

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