Administrative Consultation - Preliminary Questionnaire
PERSONAL INFORMATION
Full Name
*
First Name
Last Name
Company Name
Profession/Field
E-mail address
*
Website address
Office Phone
-
Area Code
Phone Number
Mobile Phone
-
Area Code
Phone Number
TECHNICAL INFORMATION
What kind of computer do you use?
PC
Mac
Both
What operating system/version do you use?
How do you access your email?
What basic computer software programs do you use ?
What online tools (if any) do you use for document management and project management?
What social media (if any) do you use for business purposes?
How computer/tech savvy are you?
Super savvy
Fairly savvy
Just learning
Not at all
Are you comfortable communicating by email?
Yes
No
Which technology devices do you use for your business?
Smart phone (like iPhone or android) to phone and text
Smart phone for email and internet access
Smart phone for managing documents & projects
Tablet (like iPad) for email and internet access
Tablet for managing my documents and projects
None of the above
What do you use to keep track of your schedule?
An agenda that I can carry with me
A program on my computer
An app on my smart phone
An app on my tablet
None of the above
WORK STYLE
How would you assess your work style?
Mostly
Sometimes
Rarely
I am comfortable delegating to others
I plan ahead and stick to it
I clearly communicate my needs
I am easily overwhelmed when things get chaotic
I quickly make decisions and implement solutions
I prioritize tasks
I am a stickler for details & accuracy
I am comfortable with confrontation
I enjoy a steady, predictable routine
I like a fast-paced, flexible environment
I adjust to change easily
I tend to accomplish things at the last minute
I am a "big picture" person
I prefer to ponder and discuss before taking action
I trust others to do their jobs
I value constructive feedback and dialogue
5 words that describe your work style
5 words that describe your personality
CURRENT SITUATION
How are you currently supported administratively?
I am doing everything myself
I bring in occasional help when I need it
I have an administrative assistant/consultant, but it is not working out
If you checked the last box, what issues have you experienced that were not satisfactory?
What is going on in your business that tells you support is in order?
What parts of your workload do you find eating up most of your time, attention and energy?
Which of the following ONGOING SUPPORT AREAS reflect your needs?
A priority right now
Something to consider for the future
Not needed
Clarification required
Managing electronic files
Managing paper files
Performing word processing tasks
Entering accounting data
Generating invoices
Generating reports and spreadsheets
Creating forms and surveys (like this one!)
Developing work process tools (checklists, templates, scripts)
Maintaining tracking systems (logs, spreadsheets)
Managing calendar and deadlines
Developing policies and procedures for the business
Ordering supplies
Performing internet research
Finding stock images for website or blog
Finding photos for a PowerPoint presentation
Updating website
Monitoring website statistics
Editing/proofreading documents
Revising marketing text to plain language
Writing items for newsletter
Writing prospect letters or other marketing material
Updating and maintaining social networking accounts
Writing blog posts or entries for Facebook, Twitter, etc.
Implementing a cohesive strategy for all your sites
Maintaining contact lists
Producing and sending mailings to clients
Coordinating conference calls and meetings
Coordinating travel
Communicating with clients
Organizing small events for clients
Creating and distributing welcome kits
Creating and distributing referral gifts
Developing packages for trainings or conferences
Which of the following PROJECT-BASED ACTIVITIES reflect your needs?
A priority right now
Something to consider for the future
Not needed
Clarification required
Work flow analysis (looking at the processes in your business)
Initial set-up of systems for efficiency and productivity
Physical organization of the office for maximum efficiency
Development of a website
Initial design and set-up of a newsletter
Creation of PowerPoint presentations
Production of E-books or other promotional material
Initial set-up of social media accounts
Development of a cohesive strategy for all your social media sites
Initial set-up of client management system (data base)
Event planning
Are there any other support items you would like to add?
How many hours (roughly) do you estimate you will need per month?
What is your planned budget for spending on administrative support per month?
Any further information or comments that you would like to add?
Submit
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