Personal Information Worksheet


Please fill out the form below and be as detailed as possible as we will use the input you provide to tailor our program accordingly. All information provided remains strictly confidential and is used solely for this workshop’s planning and curriculum development.

GENERAL INFORMATION:

First Name (required)

Last Name (required)

Age Range (required)

Hometown


EDUCATION & SCHOOLS ATTENDED:

School Name

Degree

School Name

Degree


MILITARY SERVICE:

Branch

Rank

Years of Service


ASSOCIATIONS:

List any professional associations that you are a member of

What Association events/Tradeshows do you regularly attend?


HOBBIES:

List any hobbies or non-work related activities you participate in regularly


COMPANY INFORMATION:

Company Name (required)

Job Title

Primary Organization Focus

Company Size

Are you in a BD Leadership position?

How many personnel are you responsible for in the following areas?

Revenue generation:

Operations:

Does your company have a documented Business Development process?

Does your company have an Opportunity Identification & Qualification Phase within that process?


EXPERIENCE & PROFESSIONAL BACKGROUND:

Briefly list your work history:

List your additional non-Business Development responsibilities (i.e. Program Management, Business Unit Manager, etc.):

List any Sales/Business Development training programs you have attended in the past:


BUSINESS DEVELOPMENT:

How many years have you spent in the following roles?

Direct BD:

Indirect BD:


What percentage of your time is spent in each of the following roles?

Hunting (new):

Farming (existing):


How many Business Development calls or face-to-face meetings do you average in a month?

Calls:

Face-to-face meetings:


What do you think is the most difficult aspect about your Business Development role? (required)


COURSE EXPECTATIONS:

Are there specific areas or concerns you would like to see addressed in this training program?

From a personal or professional growth perspective, what is one objective you would like to accomplish during this training program?

What is your organization’s or leadership’s primary objective for having you attend this training program?

At the conclusion of this training program, what criteria will you utilize to evaluate if this program was worth your time?