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Savvy At Work – Workplace Strategy Intake

Welcome! Thank you for trusting me with your workplace strategy. This form will help me understand your workplace situation and prepare your personalized Workplace Strategy. Please provide enough detail to help me understand what is happening. Avoid including confidential information about your employer, clients or colleagues that you are not authorized to share. Estimated completion time: 10–15 minutes.

Full Name (first name and last name)

Please provide your email

1. Your Workplace Challenge

What challenge are you facing?

Who else is involved in the situation?

Can you give a specific example of when this challenge happened?

What is your biggest concern about this situation?

If this situation were resolved successfully, what would be different?

What have you tried so far?

Since when has this been a challenge?

A
B
C
D

2. Your Work Context

What is your current job title or role?

What industry do you work in?

How many years of professional experience do you have?

What do you enjoy the most about your current role?

What do you enjoy the least about your current role?

Is there any other relevant information about your work context?

3. Your Manager

Which of the following best describes your manager? Select all that apply.

4. Your Work Preferences

Please indicate where your preference falls on each scale. For each scale, use:
1 = Strongly prefer left 5 = No strong preference 10 = Strongly prefer right.

How do you prefer to work with guidance and decision-making?

Prefer clear guidancePrefer making independent decisions

How do you prefer to approach your work?

Data focusedPeople focused

How do you prefer to work with others?

Prefer working independentlyPrefer collaborating with others

How do you prefer to approach information and tasks?

Big-picture focusedDetail focused

How do you prefer your work environment to operate?

Prefer routine and predictabilityPrefer variety and change

What type of work pace do you prefer?

Prefer a steady paceEnjoy a fast-paced environment

How do you prefer your work to be structured?

Prefer clear structure and expectationsPrefer flexibility and autonomy

5. Current Stress

How would you rate your current level of work-related stress?

Very LowExtremely High

6. Anything Else?

Is there anything else you would like me to know about your situation?