PDT January 2023 Offsite Survey PDT January 2023 Offsite Survey On January 23-24, 2023, Jim Warner will be leading a retreat for PDT. Whether you have already spoken with Jim, either in-person or by zoom … or not … Jim is seeking your candid input via this survey to help him prepare the offsite agenda and optimize the take-home value for all participants at the offsite. While Jim may share themes from the submissions, and possibly a few statements, there will be no attribution to individuals and your identity will be held in confidence. All responses will be held in confidence by OnCourse International. * Indicates REQUIRED field.Please complete the entire form to ensure prompt and accurate processing. Your Name:*Your Preferred Email Address::* Professional / Organizational:What is your role at PDT?How has that role transitioned over time? What would you like to see happen next in your career at PDT?What do you see as the PDT’s uniqueness; the “franchise?”What are the issues / conflicts / stretches / challenges within PDT over the next two years that concern you most?What issues / conflicts / stretches / challenges within PDT are hampering your own personal health or growth?In your judgment what things within PDT (efforts, programs, initiatives, strategies, ethos, way-we-do-things …) are working well? What do you really appreciate about PDT?What are the blind spots of the organization?What is ineffective in your working relationship with individual members of your primary team, or with other teams / groups? In your view, what needs to happen? What has inhibited change?Please provide any other comments that you feel will help Jim in understanding the firm’s dynamics.Personal: These are more personal questions. Answering them is completely optional. Again, all responses are treated in confidence.Develop a bullet list of your personal goals in working at PDT.What is the role of money in your life? Share any remaining goals around wealth distribution or philanthropy.To this point in your life, what has been your “crowning moment?”Projecting forward in your life, what “crowning moment” would you like to have in the future?What are you passionate about?What is missing in your life that is very important to you?Use a few adjectives to describe how you perceive yourself.Use a few adjectives to describe how others are likely to perceive you.In the broadest sense, what do you want? What do you think is blocking you from getting what you want?Summary Questions:Specifically, what would you like to have happen while we are together at the offsite?When we conclude the offsite, how will you know the time has been worthwhile?Thank you for investing your valuable time in completing this questionnaire.Confidential Email Address:A copy of your submitted questionnaire will be sent to you at the email address you provide in the following field. You may leave this field blank if you do not wish to receive a copy of the completed questionnaire. Please verify you are human:PhoneThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.
