This engagement is delivered through UCDI Leadership and grounded in The EchoSystem. Admission is intentional.
PART 1: INTAKE APPLICATION QUESTIONS
Section A: Leadership Context
Describe your current role, scope of responsibility, and decision authority. (Include team size, influence, or business ownership if applicable.)
What season of leadership are you currently in? ☐ Scaling ☐ Sustaining ☐ Transitioning ☐ Rebuilding ☐ Re-defining success
What prompted you to explore executive advisory at this time? (What feels unsustainable, unclear, or unresolved?)
Section B: ATTUNE Readiness
Where are you experiencing the most friction right now? ☐ Decision-making ☐ Capacity / boundaries ☐ Confidence or internal clarity ☐ Direction or next steps ☐ Leadership presence or communication ☐ Personal life strain connected to professional demands
What decisions are you currently delaying, second-guessing, or avoiding? (Big or small—clarity matters.)
What does "alignment" mean to you at this stage of your life and leadership?
Section C: BUILD Awareness
What have you already tried to resolve these challenges? (Coaching, therapy, masterminds, books, execution plans, etc.)
What happens if nothing changes in the next 6–12 months? (Personally, professionally, relationally.)
Section D: Commitment & Fit
This engagement prioritizes clarity before execution. Are you willing to slow down strategically in order to move forward with intention? ☐ Yes ☐ No
What would make this six-month engagement a clear success for you? (Think outcomes, not activities.)
Are you prepared to engage in honest reflection, consistent sessions, and applied leadership shifts over six months? ☐ Yes ☐ No
Section E: Alignment Acknowledgement
UCDI Leadership Executive Advisory is not clinical therapy or tactical execution support. It is strategic coaching and executive advisory grounded in The EchoSystem™. Do you understand and agree with this positioning? ☐ Yes ☐ No
ATTUNE → BUILD Readiness Scorecard
This scorecard helps determine whether a leader is ready for ATTUNE → BUILD work or needs a different entry point.
Rate each statement on a scale of 1–5 (1 = Strongly Disagree | 5 = Strongly Agree)
CLARITY
I can clearly articulate my top 3 priorities
I understand what season I am in—not just what I'm responsible for
I know where my energy is leaking
Clarity Subtotal: ___ / 15
DECISION READINESS
I trust my judgment when making high-stakes decisions
I am not stuck in overthinking or hesitation
I feel confident saying no without guilt
Decision Subtotal: ___ / 15
CAPACITY & BOUNDARIES
My workload is aligned with my role—not just expectations
I have boundaries that protect my energy and relationships
Rest alone would not solve my current challenges
Capacity Subtotal: ___ / 15
IDENTITY ALIGNMENT
My leadership reflects who I am now—not who I used to be
My success feels meaningful, not just impressive
I am ready to question assumptions that no longer serve me
Identity Subtotal: ___ / 15
COMMITMENT
I am willing to slow down strategically
I am open to seeing root causes, not just symptoms
I am ready to lead differently—not just harder
Commitment Subtotal: ___ / 15
Scorecard Totals
CLARITY
I can clearly articulate my top 3 priorities
I understand what season I am in—not just what I'm responsible for
I know where my energy is leaking
Clarity Subtotal: ___ / 15
DECISION READINESS
I trust my judgment when making high-stakes decisions
I am not stuck in overthinking or hesitation
I feel confident saying no without guilt
Decision Subtotal: ___ / 15
CAPACITY & BOUNDARIES
My workload is aligned with my role—not just expectations
I have boundaries that protect my energy and relationships
Rest alone would not solve my current challenges
Capacity Subtotal: ___ / 15
IDENTITY ALIGNMENT
My leadership reflects who I am now—not who I used to be
My success feels meaningful, not just impressive
I am ready to question assumptions that no longer serve me
Identity Subtotal: ___ / 15
COMMITMENT
I am willing to slow down strategically
I am open to seeing root causes, not just symptoms