MANAGER MEETING 2026 QUESTIONNAIRE

We’re gathering input from employees to help shape the agenda and decisions for the upcoming Managers’ Meeting. Your feedback on wins, challenges, resource needs, and improvement ideas will be summarized and shared so we can come prepared with specific actions.

Questions 1-5 collaborate as a team to answer.

Questions 6-11 answers individually.

Name *

First

Last

What branch location are you at? *

2026-2027 Branch & Team Goals

1. Sales/Revenue Goals

INSTALL *

SERVICE *

ALARM *

TOTAL ALARM *

2026-2027 Branch & Team Goals

2. Profit Goals

INSTALL *

SERVICE *

ALARM *

TOTAL BRANCH *

2026-2027 Branch & Team Goals

3. People & Positions Growth Goals

People & Positions Growth Goal #1 *

People & Positions Growth Goal #2 *

People & Positions Growth Goal #3 *

2026-2027 Branch & Team Goals

4. New Area Growth Goals

New Area Growth Goal #1 *

New Area Growth Goal #2 *

New Area Growth Goal #3 *

2026-2027 Branch & Team Goals

5. Process Improvement Goals (2 Specific Processes)

Process Improvement Goal #1 *

Process Improvement Goal #2 *

6. Daily Oversight

What specific metrics or reports do you check daily/weekly, and why are these important to you? *

(e.g., job completions, callbacks, technician utilization, revenue)

7. Time Allocation

On a typical day, roughly what percentage of your time goes to administrative work, customer-facing activities, coaching/developing staff, and putting out fires (operational issues)? *

8. Weekly Team Meetings

How often does your team hold a formal meeting, who attends, and what's on the agenda? *

9. Goal Setting and Accountability

How do you set monthly targets for your team, and how do you track and communicate progress against those targets throughout the month? *

10. Untapped Revenue Opportunity

What's one service, customer segment, or offering your branch could sell more of, but currently isn't fully capitalizing on? *

on fix, or

11. Biggest Single Opportunity

If you could fix, add, or change just one thing in the next 30 days to have the biggest impact on your branch, what would it be and why? *

Branch Photos Upload *

Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.

Please upload 3–5 high-quality photos that showcase your branch (company events, team photos, team outing, great install project)

What is your shirt size?

What divison are you with?