Survey Templates & Feedback Tools
Gather structured input from every level of your organization — before and during the retreat.
Multi-Tiered Engagement Strategy
A successful Powell Valley Healthcare strategic plan requires authentic input from all stakeholder groups. These three survey instruments are designed to be distributed 6–8 weeks before the strategic planning retreat. Results should be synthesized into a briefing packet and presented on the first evening of the retreat to ground the SWOT analysis in real data rather than assumptions.
Team Members
Anonymous — all frontline clinical and support staff
Providers
Physicians, APPs, and clinical specialists
Community Leaders & Other Stakeholders
Local leaders, patient advocates, and community members
Leadership Team
CEO, CNO, CFO, CMO, and department directors
Board of Trustees / Directors
Pre-retreat questionnaire — all trustees and board members
Recommended Distribution Timeline
8 Weeks Before
Distribute team members & Provider Survey. Allow 2 weeks for completion.
6 Weeks Before
Distribute Community Leaders & Other Stakeholders Survey. Allow 2 weeks for completion via the shareable digital link.
4 Weeks Before
Distribute Board Pre-Retreat Questionnaire. Compile all results into briefing packet.