The Many – Virtual Summit Survey The Many – Virtual Summit Survey On 17 September, Jim Warner of OnCourse International will lead the virtual summit with The Many partners. To help Jim better understand the partners’ professional and personal situations and objectives, please provide your candid comments below. This will help Jim in customizing the summit agenda for optimal value to both the firm and individual partners. While general themes from the submitted surveys will be shared with the group, your identity will be held in confidence. * Indicates REQUIRED field.Please complete the entire survey in one session as intermediate results are not stored. Your Name:*Your Location:Your Preferred Email Address::* Your preferred Phone NumberProfessional / Organizational:Describe your current role at The Many?Describe how that role transitioned in the last year. How do you feel about this transition?How would you describe your ideal role at the agency if different from your current role?When you reflect upon starting the agency, and consider where both you, and the agency, are today, to what level do you feel you are behind, on track, or ahead of where you might have imagined?When you introduce yourself to new people, and they ask "So, what do you do?" what is your typical answer?What issues or conflicts (with Partners or within the Leadership Team) are hampering your own personal health or growth?How would you assess the Leadership Team and their ability to “carry the torch” forward successfully?What strategic or operational issues / conflicts / stretches / challenges within The Many over the next two years concern you most?In your judgment what things within the company (efforts, programs, initiatives, opportunities, strategies …) are working well? What do you really appreciate about The Many and / or look forward to in the coming years?What are the blind spots of the organization?What is ineffective in your working relationship with individual partners or with the organization as a whole? What is broken?Part of the summit may focus on role changes for some partners, including possibly leaving the firm. How do you view your own go-forward role or possible departure? What do you want for yourself?The summit will also explore possible ownership changes, including the possibility of full or partial cash-outs by some or all partners. The financial options (see separate email) provide a view to some potential outcomes. How do you view these possibilities? What are you considering for yourself and on what timeline?Please provide any other comments that you feel will help us in understanding your own professional aspirations or the partnership dynamics.Personal: While the following areas are more personal in nature, they are important reflection questions for you as you plan the next stage of your professional life. Answering them is optional. Again, all responses are treated in confidence.Share a bullet list of your personal goals in working at The Many.How would you assess your personal / vocational life balance? What areas of your life (personal or vocational) are being compromised because of stress, tension, or lack of time?What are your life goals related to personal wealth (amount, by when)? What is the role of money in your life?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 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 do you want to have happen at the 17 September Virtual Summit?When we conclude the Summit, how will you know the time has been worthwhile: for you … for the firm?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: This iframe contains the logic required to handle Ajax powered Gravity Forms.
