{"id":37620,"date":"2024-02-11T06:10:53","date_gmt":"2024-02-11T06:10:53","guid":{"rendered":"https:\/\/www.process.st\/templates\/consultation-form-template\/"},"modified":"2024-04-17T13:34:11","modified_gmt":"2024-04-17T13:34:11","slug":"consultation-form-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/consultation-form-template\/","title":{"rendered":"Consultation Form Template"},"content":{"rendered":"\n<section id=\"initiate-consultation-form-template-process\">\n <h2>Initiate Consultation Form Template Process<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/0a5973ac-8b4d-494a-a3d9-ac9c7f1125a9\/q_oxQKaoE5ipYeRX6MlITw.png\" alt=\"Initiate Consultation Form Template Process\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/0a5973ac-8b4d-494a-a3d9-ac9c7f1125a9\/q_oxQKaoE5ipYeRX6MlITw.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  This task marks the beginning of the consultation form template process. It sets the stage for the overall process and ensures everyone is on the same page. The task involves gathering necessary information, identifying key stakeholders, and setting goals for the consultation form template. It lays the foundation for a successful outcome.\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consultation Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Client Consultation\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Employee Feedback\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Satisfaction\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Market Research\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Others\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consultation Stakeholders <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deadline for Completion <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"define-theme-of-the-consultation\">\n <h2>Define Theme of the Consultation<\/h2>\n <div class=\"text-content\">\n  In this task, you will define the theme or topic of the consultation. The theme should align with the purpose of the form and help guide the questions and discussions. Consider the main areas of focus and ensure they are relevant and meaningful to the consultation objectives.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consultation Theme <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Description of the Consultation Theme <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"identify-objective-of-the-consultation\">\n <h2>Identify Objective of the Consultation<\/h2>\n <div class=\"text-content\">\n  The objective of the consultation is vital to determine the desired outcome and drive the form's development. In this task, identify the main objective(s) and outline the specific goals to achieve through the consultation process. Consider how the consultation results will be used to make informed decisions or improvements.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Main Objective of the Consultation <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specific Goals of the Consultation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"draft-initial-questions\">\n <h2>Draft Initial Questions<\/h2>\n <div class=\"text-content\">\n  This task involves brainstorming and drafting the initial set of questions for the consultation form. These questions should be aligned with the consultation theme and objectives. Consider different question types (open-ended, multiple-choice, rating scale, etc.) to gather specific and relevant feedback.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Drafted Questions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"categorize-questions-by-topics\">\n <h2>Categorize Questions by Topics<\/h2>\n <div class=\"text-content\">\n  To ensure clarity and ease of response, it is important to categorize the questions based on relevant topics or sections. In this task, organize the drafted questions into different categories and subcategories as needed. This will help respondents understand the structure of the form and provide accurate responses.\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Question Category 1 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     General Information\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Product Feedback\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Service Experience\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Demographics\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Others\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Question Category 2 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     General Information\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Product Feedback\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Service Experience\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Demographics\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Others\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Question Category 3 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     General Information\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Product Feedback\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Service Experience\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Demographics\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Others\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"add-response-options-for-the-questions\">\n <h2>Add response options for the questions<\/h2>\n<\/section>\n<section id=\"decide-the-section-layout-of-the-form\">\n <h2>Decide the section layout of the form<\/h2>\n<\/section>\n<section id=\"draft-overall-layout-of-the-form\">\n <h2>Draft overall layout of the Form<\/h2>\n<\/section>\n<section id=\"insert-privacy-and-policy-statement\">\n <h2>Insert Privacy and Policy Statement<\/h2>\n<\/section>\n<section id=\"review-drafted-form-edit-as-appropriate\">\n <h2>Review Drafted Form, Edit As Appropriate<\/h2>\n<\/section>\n<section id=\"approval-consultation-form-template\">\n <h2>Approval: Consultation Form Template<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Review Drafted Form, Edit As Appropriate<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"digitize-the-form-in-desired-format\">\n <h2>Digitize the Form in Desired Format<\/h2>\n<\/section>\n<section id=\"test-the-functionality-of-the-digital-form\">\n <h2>Test the functionality of the Digital Form<\/h2>\n<\/section>\n<section id=\"incorporate-any-necessary-adjustments-to-the-form\">\n <h2>Incorporate any necessary adjustments to the form<\/h2>\n<\/section>\n<section id=\"prepare-communication-plan-for-the-form-deployment\">\n <h2>Prepare Communication Plan for the Form Deployment<\/h2>\n<\/section>\n<section id=\"roll-out-the-consultation-form-on-select-groups-for-pretesting\">\n <h2>Roll Out the Consultation Form on Select Groups for Pre-testing<\/h2>\n<\/section>\n<section id=\"collect-feedback-make-necessary-adjustments\">\n <h2>Collect Feedback, Make Necessary Adjustments<\/h2>\n<\/section>\n<section id=\"approval-final-consultation-form-template\">\n <h2>Approval: Final Consultation Form Template<\/h2>\n<\/section>\n<section id=\"implement-consultation-form-on-larger-scale\">\n <h2>Implement Consultation Form on Larger Scale<\/h2>\n<\/section>\n<section id=\"monitor-response-collection-continuous-improvement\">\n <h2>Monitor Response Collection Continuous Improvement<\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Initiate Consultation Form Template Process This task marks the beginning of the consultation form template process. It sets the stage for the overall process and ensures everyone is on the same page. The task involves gathering necessary information, identifying key stakeholders, and setting goals for the consultation form template. It lays the foundation for a [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udccb","cover_icon_url":"","tasks_count":"20","template_description":"Streamline the creation and implementation of consultation forms with our comprehensive template process designed for effective objective-based inquiries and feedback systems.","template_id":"tHAIBf0rpmJL712sAwdK0Q","task_0":"Initiate Consultation Form Template Process","task_slug_0":"initiate-consultation-form-template-process","task_1":"Define Theme of the Consultation","task_slug_1":"define-theme-of-the-consultation","task_2":"Identify Objective of the Consultation","task_slug_2":"identify-objective-of-the-consultation","task_3":"Draft Initial Questions","task_slug_3":"draft-initial-questions","task_4":"Categorize Questions by Topics","task_slug_4":"categorize-questions-by-topics","task_5":"Add response options for the questions","task_slug_5":"add-response-options-for-the-questions","task_6":"Decide the section layout of the form","task_slug_6":"decide-the-section-layout-of-the-form","task_7":"Draft overall layout of the Form","task_slug_7":"draft-overall-layout-of-the-form","task_8":"Insert Privacy and Policy Statement","task_slug_8":"insert-privacy-and-policy-statement","task_9":"Review Drafted Form, Edit As Appropriate","task_slug_9":"review-drafted-form-edit-as-appropriate","task_10":"Approval: Consultation Form Template","task_slug_10":"approval-consultation-form-template","task_11":"Digitize the Form in Desired Format","task_slug_11":"digitize-the-form-in-desired-format","task_12":"Test the functionality of the Digital Form","task_slug_12":"test-the-functionality-of-the-digital-form","task_13":"Incorporate any necessary adjustments to the form","task_slug_13":"incorporate-any-necessary-adjustments-to-the-form","task_14":"Prepare Communication Plan for the Form Deployment","task_slug_14":"prepare-communication-plan-for-the-form-deployment","task_15":"Roll Out the Consultation Form on Select Groups for Pre-testing","task_slug_15":"roll-out-the-consultation-form-on-select-groups-for-pretesting","task_16":"Collect Feedback, Make Necessary Adjustments","task_slug_16":"collect-feedback-make-necessary-adjustments","task_17":"Approval: Final Consultation Form Template","task_slug_17":"approval-final-consultation-form-template","task_18":"Implement Consultation Form on Larger Scale","task_slug_18":"implement-consultation-form-on-larger-scale","task_19":"Monitor Response Collection Continuous Improvement","task_slug_19":"monitor-response-collection-continuous-improvement","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[76,4],"tags":[],"class_list":["post-37620","post","type-post","status-publish","format-standard","hentry","category-assessment","category-client-onboarding"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/37620","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=37620"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/37620\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=37620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=37620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=37620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}