Pre-Corporate Training Questionnaire

Section 1: Organisation Snapshot

Organisation Name

Contact Person Name & Designation

Email Address

Website

Phone / WhatsApp Number

Location / Time Zone

Are you the decision-maker?(required)

Yes No I influence, someone else decides

How did you hear about me?

What initially drew you to explore corporate training with me rather than with someone else?

Section 2: Why Training, Why Now

What triggered this training request?

If nothing changes in the next 3-6 months, what becomes costly?

Which statement fits best right now?(required)

We need to build capability (skills and tools) We need to shift culture (habits and ways of working) We need alignment (direction and leadership messaging) We need repair (trust, conflict, communication breakdown) Not sure yet

What would “success” look like in real behaviour? (Example: fewer escalations, clearer ownership, better feedback conversations, faster decisions)

Section 3: Training Theme Selection

Primary Training Need(required)

Leadership development Manager essentials Communication and difficult conversations Team collaboration and conflict mastery Emotional intelligence and self-regulation Ownership and accountability culture Customer-facing communication Well-being, stress, and burnout prevention

Secondary Needs

Section 4: Audience and Participants

Who is the training for?(required)

Number of Participants (approx.)

Levels and Functions Represented

What is the typical participant like? (Pressure level, maturity, openness, current capability)

Any sensitive dynamics I should be aware of? (Restructuring, conflict between departments, recent exits, leadership changes)

SECTION 7. Logistics, Budget and Decision Timeline

Preferred Training Date (YYYY-MM-DD)

Venue Location (If In-Person)

Do you require training materials/certificates?(required)

Yes No

Do you have a budget range allocated?(required)

Yes Not yet Prefer to discuss on call

If Yes, Budget Range

When do you want to finalise a trainer?(required)

Within 1 week 2-3 weeks 1 month 2+ months

If this training worked perfectly, what would feel different in the room?

Pre-Corporate Training Questionnaire

Fit Between Trainer and Organisation Is Crucial

Your pre-coaching questionnaire has been submitted.

Section 1: Organisation Snapshot

Section 2: Why Training, Why Now

Section 3: Training Theme Selection

Section 4: Audience and Participants

Section 5: Current Reality Check

Section 6: Learning Style and Design Preferences

SECTION 7. Logistics, Budget and Decision Timeline