Full Name

Company Name

Position Title

Work email address

Mobile number

Birthdate

Mailing Address

Overview & Vision

1.What is your overarching vision for the business in the next 3-5 years?

2.What are the main priorities or initiatives you want to accomplish in the next month?

3.What are the key goals or deliverables for the next quarter (3 months)?

4.What role do you see the A-Team Manager playing in helping you accomplish these short-term and quarterly goals?

5.Are there any potential roadblocks or challenges we should be aware of that could affect progress?

Key Performance Indicators (KPIs)

1.What are the top 3-5 KPIs that you would like us to focus on during the first month?

2.What KPIs should we be tracking over the next quarter?

3.Are there any specific metrics or reporting formats you expect us to use for tracking these KPIs?

4.How often would you like us to report on these KPIs?

5.Is there a preferred method or format for KPI reporting?

Reporting & Metrics

1.What types of reports or updates would you like us to deliver regularly?

2.What is your preferred frequency for receiving reports or updates?

3.Do you have a preferred template or format for these reports, or should we propose one?

4.How do you prefer to receive updates?

Decision-Making Authority

1.What level of decision-making autonomy would you like the A-Team Manager to have?

2.Are there specific thresholds for when you want decisions to be escalated?

Feedback & Communication Style

1.What is your preferred style of communication for day-to-day updates?

2.Do you prefer scheduled check-ins, or should communication be more fluid and as-needed?

3.What time(s) of day/week are you most available for status updates or check-ins?

4.How do you prefer to give and receive feedback?

Client Preferences & Work Style

1.Do you have specific preferences for how we should approach tasks and projects?

2.How would you describe your work style?

3.Do you have specific deadlines or milestones we need to prioritize in the first few weeks?

Scope Boundaries & Handling Extra Requests

1.Are there specific areas or tasks that fall outside of the A-Team Manager’s responsibilities?

2.How would you prefer us to handle requests that fall outside of the original scope of work?

Contingency & Backup Plans

1.If you are unavailable or unresponsive for an extended period, how would you like us to handle decision-making?

2.In case of an emergency or an urgent situation, who else in your organization should we contact?

3.Is there anything specific you want us to do if a project or task is at risk of not being completed on time due to your unavailability?

Project Management & Tools

1.What project management tool are you currently using?

2.If you’re not using any project management tool yet, would you like us to propose one for you?

3.Please provide login access to relevant platforms via a secure password manager

SOPs & Workflow

1.Do you have existing Standard Operating Procedures (SOPs) or workflows that the A-Team Manager should adhere to?

Brand Voice & External Communications

1.Do you have a brand voice guide or style guide for external communications?

2.How would you describe your brand’s tone and style for external communication?

3.Are there specific guidelines or do’s/don’ts we should follow when communicating externally?

Additional Resource:

Additional Areas to Cover
1.What are the key results you expect to see from the A-Team Manager’s involvement in the first month?
2.Do you have a preferred style for receiving and providing feedback on performance?
3.Do you have any concerns or specific areas you’d like us to pay extra attention to during the first month of our engagement?