BaseCamp Questionnaire for Young Adult Family Members

Overview

Welcome to BaseCamp, the first phase of our engagement with business families!  This questionnaire is designed to begin to hear the voice – the hopes, questions, concerns, and perspectives – of each family member and other key persons in the family business system.  It is our hope that reflecting on and answering the questions will prepare you and us for our in-person conversation.

Your confidential responses will not be shared with others; we welcome your open and honest perspectives. You are welcome to respond N/A if a question doesn’t apply. 

Completing the questionnaire may take 30 minutes. If you’re unable to complete this in one sitting, you may scroll down and click on “save and resume later.”  Thank you!

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Name *

First

Last

Email *

Today's Date *

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PART 1 | Let’s Begin with You

1. What are 3 words you would use to describe yourself? *

2. What hobbies or activities do you enjoy doing in your free time? *

3. How would you currently assess your personal health on a scale of “poor” to “amazing”? *

	Poor	Fair	Neutral	Good	Amazing
Physical	PoorPhysical Poor	FairPhysical Fair	NeutralPhysical Neutral	GoodPhysical Good	AmazingPhysical Amazing
Emotional	PoorEmotional Poor	FairEmotional Fair	NeutralEmotional Neutral	GoodEmotional Good	AmazingEmotional Amazing
Mental	PoorMental Poor	FairMental Fair	NeutralMental Neutral	GoodMental Good	AmazingMental Amazing
Spiritual	PoorSpiritual Poor	FairSpiritual Fair	NeutralSpiritual Neutral	GoodSpiritual Good	AmazingSpiritual Amazing
Financial	PoorFinancial Poor	FairFinancial Fair	NeutralFinancial Neutral	GoodFinancial Good	AmazingFinancial Amazing

4. What is the most important thing to you in life? *

5. Have you completed any type of personality assessment through school or elsewhere? (i.e. StrengthFinders, Myers-Briggs, Predictive Index, DiSC, etc). If so, which one(s) have you completed? *

following up family

PART 2 | FAMILY

1. What do you appreciate about your immediate family (parents, siblings)? *

2. What has it been like to grow up in your extended family (grandparents, aunts, uncles, etc.)? *

3. What has been challenging, disappointing, or painful regarding your family? *

4. What family traditions/vacations/holidays do you want to keep, discontinue, or reinvent? *

5. How would you currently assess the relational health with your: *

	N/A	Poor	Fair	Neutral	Good	Amazing
Parents	N/AParents N/A	PoorParents Poor	FairParents Fair	NeutralParents Neutral	GoodParents Good	AmazingParents Amazing
Siblings	N/ASiblings N/A	PoorSiblings Poor	FairSiblings Fair	NeutralSiblings Neutral	GoodSiblings Good	AmazingSiblings Amazing
Extended Family	N/AExtended Family N/A	PoorExtended Family Poor	FairExtended Family Fair	NeutralExtended Family Neutral	GoodExtended Family Good	AmazingExtended Family Amazing
Church/Community	N/AChurch/Community N/A	PoorChurch/Community Poor	FairChurch/Community Fair	NeutralChurch/Community Neutral	GoodChurch/Community Good	AmazingChurch/Community Amazing
School	N/ASchool N/A	PoorSchool Poor	FairSchool Fair	NeutralSchool Neutral	GoodSchool Good	AmazingSchool Amazing

PART 3 | WORK

1. What is your role in the family business? Or your part-time job outside the family business? *

2. What has it been like to grow up in a business that is owned by the family? *

3. What career path are you considering? *

4. In the next 5-10 years, would you want to contribute to any of the following roles in your family business: (check all that apply) *

• Employee
• Manager
• President
• Board Member
• Shareholder
• Other

If "Other," please elaborate:

PART 4 | SHAREHOLDER/OWNER

1. Are you a shareholder in your family business? If not, are you interested in becoming a shareholder? *

PART 5 | QUESTIONS & COMMENTS

Any other questions or comments?

THANK YOU FOR ANSWERING THESE QUESTIONS.

We are eager to hear your hopes, questions, concerns and perspectives when we meet soon.

SubmitSave and Resume Later