Leadership Briefing— Strategy Request

Performance Powered By Resilience™

Preparing for Your Strategy Call & Performance Capacity Audit

Helping us understand your organization's unique priorities, challenges, and strategic goals.

Estimated Completion Time: Approximately 3–5 minutes

✓ Designed for employers, organizations, and government agencies exploring workplace solutions, workforce capacity, leadership development, executive coaching, organizational performance, occupational health & employee wellness, or consulting solutions.
✓ Helps us prepare a focused, high-value Strategy Call tailored to your organization's priorities.
✓ Supports personalized recommendations for the most appropriate Bella Medical Associates solutions.

Important Notice

Thank you for your interest in partnering with Bella Medical Associates.

Before we schedule your Strategy Call, please complete this brief Leadership Briefing™. Your responses help us understand your organization's priorities, current challenges, and desired outcomes so we can prepare for a productive, high-value discussion.

Completing this Strategy Request does not establish a consulting relationship or obligate your organization to proceed with services. It simply helps us determine whether our services are a good fit and allows us to prepare meaningful recommendations before our conversation.

Only a few questions are required. Additional information is optional but helps us better understand your organization and tailor our discussion.

* Indicates Required Fields

Organization Information

1. Organization or Agency Name

Please enter the full organization or agency name.

2. Your Name

First and last name.

3. Best Email to Reach You

Used only for follow-up and briefing coordination.

4. Your Role or Title

Helps us understand decision context.

Organization Priorities

6. What prompted your organization to explore support at this time? (Select all that apply) What prompted you to explore executive wellness or leadership support right now?

High turnover or resignation risk in key leadership roles

Reduced workforce capacity and productivity

Widespread presenteeism, workforce fatigue stalling project execution, or declining performance in key employees

Difficulty retaining high-potential talent

Culture of overwork or "always-on" expectations

Organizational change or rapid growth

Board or executive leadership priority

Inefficient workflows affecting performance

Other

7. If not listed above, what challenge or opportunity prompted this inquiry?

A short response is fine.

7b (Optional) Which specific departments, divisions, or leadership teams are currently experiencing the most critical project bottlenecks or delayed deliverables due to overextension?

8. What outcomes would make this engagement valuable for your organization?

Think in terms of performance, engagement, retention, or risk reduction.

9. Which areas feel most important to address right now? (Select all that apply) You can clarify later.

Leadership resilience / Team effectiveness

Workforce stress or burnout

Retention or engagement concerns

Performance under pressure

Culture or communication gaps

Organizational change or transition

Employee Wellness Program

Exploring options/ not sure yet

Not sure yet — seeking clarity

10. In the last 12 months, have you experienced:

Leadership turnover? Yes

Leadership turnover? No

Team member turnover? Yes

Team member turnover? No

If yes, how many key leaders and team members departed?

Medical leave or extended absences due to stress/burnout?

Yes No

A noticeable drop in workforce capacity or "quiet disengagement" in mission-critical roles?

Yes No

11. What would success look like for you 3–12 months from now?

12. Leadership Tiers & Target Participants Which leadership tier(s) are you most concerned about or interested in supporting?

C-suite (CEO, CFO, COO, etc.)

Senior VPs / Executive Directors

Mid-level VPs or Directors

High-potential emerging leaders

Founders or owner-operators

Other

If Other, please list.

13. How many leaders / team members are you considering for an initial pilot or program?

1 leader

2 leaders

3–5 leaders

6–10 leaders

10+ leaders

1-5 team members

5+ team members

Still exploring

14. Do you have specific individuals in mind, or are you looking to identify high-risk leaders or team members first?

Specific individuals identified Need help identifying who is at highest burnout risk Combination of both

Engagement Preferences (Optional)

15. Preferred engagement format (if known) You can update this later.

Virtual In-person Hybrid Not yet decided

If in-person, please specify the venue:

Location

City

State

Zip code

16. Estimated audience size (if applicable)

Approximate is fine.

17. Target timeline or timeframe

Tentative dates are okay.

Leadership & Organizational Insights (Optional) Questions 18-20

These optional questions help us better understand your organization's strategic priorities and desired outcomes so we can prepare a more focused Strategy Call.

How does improving leadership effectiveness, workforce capacity, employee well-being, or organizational performance align with your organization's mission, vision, values, and strategic priorities?

19. What significant benefits or measurable impacts do you anticipate from addressing this issue within your business, organization or team?

20. What additional information would you like to share to ensure you gain the best experience from this holistic consulting solution?

Yes No Unsure

21. Additional Workplace Solutions of Interest (Optional) Which additional Bella Medical Associates services would you like to learn more about?

Employee Wellness Medical Access

Occupational Health Services

Workplace Health Screenings

Health Education & Wellness Seminars

DOT Physicals / Occupational Health Support (if applicable to your services)

BLS/CPR Training (American Heart Association)

First Aid Training

Other

None at this time

Investment & Decision Process (optional — helps us tailor recommendations)

22. Which option is your business or organization ready to invest? Optional. Select a range if available.

Under $10,000 $10,000–$25,000 $25,000–$50,000 $50,000–$100,000 Over $100,000 Not yet determined

23. Who are the key decision-makers for this investment?

CEO / President / Founder

CFO / Chief Finance Officer

CPO /CHRO / Chief People Officer

Board of Directors

Other (Please specify):

Other (Please specify)

24. What would make this investment feel "unquestionably worth it" to your leadership team?

Additional Information

25. Anything else you’d like us to know?

Optional — share only if helpful.

26. How did you hear about our services?

This Strategy Request supports preparation for your Strategy Call and does not obligate your organization to move forward with services. All information submitted is handled confidentially.

Your information will be encrypted.