Executive summary

A pre-workshop survey gathers participant context, expectations, and inputs before the session so the agenda is built on evidence, not assumption. This is the Pre-Workshop Survey from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for pre-workshop survey, and it walks through everything from designing the survey instrument to pre-reads and closing the feedback loop. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this asset covers

This is a preview of the full deliverable. Inside the Stratenity Library, this asset walks a consultant through the complete method, section by section, with a worked client example threaded throughout.

  • Context, Scope and Objectives
  • Approach and Methodology
  • Designing the Survey Instrument
  • Fielding the Survey and Maximising Response
  • Synthesising Responses into Themes
  • Translating Themes into Agenda Design
  • Pre-Reads and Closing the Feedback Loop
  • Performance and Outcomes
  • Findings and Insights
  • Recommendations and Roadmap
  • Value Realisation Framework
  • Risks, Assumptions, Issues and Dependencies (RAID)
  • Governance and Next Steps
How to use it

Review, download, and activate in 48 hours

Stratenity Library subscribers can review this asset in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.

Read the full asset on the Stratenity Library › Not a member yet? Start a free trial to unlock and activate it, or sign in if you already have an account.