Client Discovery Questionnaire | BMES & Kay Group

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Client Discovery Questionnaire for Kay Group Services

For use by BMES client managers and consultants to identify potential opportunities in leadership development and organizational consulting.

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Client Company Name *

Client Name & Role *

Date / Time

Boyd & Moore Consultant Name *

that budget growth

Section 1: Understanding the Current Situation

1. Which of the following best describes your current leadership or business context? (Select all that apply) *

I’m new in my role
I’m leading a new team or function
We’re facing business transformation or strategy change
We are changing our corporate culture
Our business is underperforming or in decline
Our team has grown rapidly
We're preparing for succession or leadership pipeline changes
Other

2. Where do you see the main challenges or friction points right now? *

An individual leader
A team or function
The broader organization
Unclear – we just know things could be better
Other

3. What are you hoping to achieve or improve in this situation? ((e.g., stronger leadership, enterprise-wide thinking, better alignment, faster decision making and execution, higher engagement, etc.) *

Section 2: Leadership & Team Development

4. Are there teams or functions that need better alignment, stronger collaboration, or leadership clarity?

Yes – we see it clearly
Possibly – we have a few concerns
Not right now

5. Have your teams done any offsites, assessments, or coaching recently?

Yes – in the last 12 months
Not recently, but we’re interested
Not at all

Any Comments

Section 3: Individual Leadership Support

6. Are there any leaders who are not living up to expectations or could benefit from targeted coaching or assessments?

Yes – we have someone in mind
Maybe – we’d be open to exploring
Not at this time

7. Are newly promoted leaders or succession candidates being prepared, supported, and onboarded effectively?

Yes – we have a strong development plan / onboarding plan
Somewhat – could be more structured
No – this is a gap

Any Comments

Section 4: Change & Culture

8. Is your organization currently navigating strategy rollout, transformations, or cultural alignment?

Yes – we’re in the middle of it
Planning or preparing
Not currently

9. Is there a disconnect between global / regional HQ expectations and local execution or engagement? (copy)

Yes – that’s an issue
Somewhat – manageable, but not ideal
No – we're well aligned

Any Comments

Section 5: What’s at Stake

10. If these challenges aren’t addressed, what do you think might happen to your organization in the next 6 to 12 months? (ex. (e.g., talent loss, missed performance targets, loss of credibility, missed growth targets)

11. What urgency do you feel to address your challenge(s)?

Selected Value: 1

1 - Low 10 - Extremely urgent

Comments

12. Do you have a budget range in mind for external support to help address this? *

Yes – we’ve set aside budget
No – depends on the value and scope
Not sure yet

If yes, please indicate a rough range

Would you like to be connected to Kay Group for a short conversation?

Yes – let’s set something up
Maybe – send me more info
Not at this time

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