Pre-Workshop Assessment

Advisor Onboarding & Cross-Functional Alignment Workshops

Marie Monet, CPA, CITP, CGMA

📋 Assessment Purpose

Thank you for taking the time to complete this pre-workshop assessment. Your thoughtful responses will help us maximize the value of our upcoming workshop sessions scheduled for July 17th and August 12th. Please allow 15-20 minutes to complete this assessment and be as detailed as possible.

👤 Contact Information

Full Name *

Email Address *

Your Role/Title *

Department *

How long in current role?

How long with the company?

📊 Current State Assessment

1. What's working well in our current processes?

2. What are the biggest frustrations or bottlenecks you experience? *

3. How do current processes impact advisor success?

4. What would "success" look like if we could fix our biggest challenges? *

5. What constraints or requirements must we work within?

🤝 Cross-Functional Collaboration

1. Which departments do you work with most frequently?

2. Where do handoffs typically break down? *

3. What information do you need from other departments that you don't currently get?

4. What decisions get stuck waiting for approvals?

5. How could communication between departments be improved?

🔮 Future Vision

1. If you could wave a magic wand, what would our ideal process look like? *

2. What would need to change to improve advisor satisfaction by 50%?

3. What technology or tools would make the biggest difference?

4. What would success look like 90 days from now?

💬 Additional Comments

Is there anything else you'd like to share or any specific topics you'd like to ensure we address in the workshops?

What are your personal goals for these workshops?

🚀 Ready to Submit?

Your detailed responses will help us create highly effective and tailored workshop experiences that address your real challenges and opportunities.

OneSeven Onboarding Workshop