CLO On-Demand Onboarding Questionnaire

Section 1: Strategic Context

Name

Company

What are your company's top 3 strategic priorities for the next 6-12 months?

What major changes (if any) are currently happening in the business?

What role do you believe learning and development should play in achieving those goals?

Describe your current team structure (departments, size, reporting lines):

How are new hires currently onboarded?

Who runs the process?

What's working well?

What are the gaps?

Is your workforce remote, hybrid, or in-person?

Additional context?

Do you currently have any formal or informal training programs in place? If yes, please describe briefly.

What areas do you need the most help with? (Select all that apply)

What outcomes would make this engagement a success in your eyes?

What metrics, if any, do you currently track for training or enablement?

Describe your company culture in a few words:

How would you describe your team's attitude toward training and learning?

Are there any neurodiverse team members or inclusive design needs, of which I should be aware?

Which Toole or platforms are used for any of the following?

LMS or Training System(s)

Knowledge base/wiki

Communication (Slack, etc.)

CRM / Sales tools

Project / Task management

HRIS / Employee directory

Preferred cadence for check-ins or reports

Any key dates of which I should be aware?

Anything else you would like to share to help makes this a productive partnership?