Milestone Group · Pre-Engagement

Let's build something extraordinary together.

This questionnaire helps us understand your organisation, your vision, and your constraints — so we can design a community hub model that serves your mission for the next 20 years. Take your time. Be specific. The more detail you give us, the better our first meeting will be.

Confidential — Milestone Use Only ~25 minutes to complete 8 sections · Save anytime
1
Section One
Your Organisation
Tell us who you are. This becomes the foundation of every recommendation we make.
Attendance & Scale
Include national networks — these affect replication potential.
Knowing the governance structure upfront prevents delays later.
2
Section Two
Vision & Mission
The best projects are built around a clear calling. Help us understand yours.
0/200
Inspiration & Analogues
3
Section Three
Your Current Reality
Where are you today? Constraints and bottlenecks shape everything about the solution.
This shapes the Day 1 program plan and the revenue model.
4
Section Four
The Project
What are you actually building? Site details, program mix, and tenant vision.
Tenant & Program Mix
💡 Milestone Note: The tenant mix determines everything — entity structure, zoning strategy, revenue model, and grant eligibility. The more specific you are here, the more accurate our initial financial model will be.
5
Section Five
Financial Position
We need a clear picture of your financial capacity. This is confidential and used only for modelling purposes.
We use this to understand the generosity culture of your congregation.
Debt & Risk Tolerance
$500K / year
$100K$2M+
6
Section Six
Community Impact Vision
The best hubs don't just serve the organisation — they transform the neighbourhood. Tell us about the community impact you want this project to have.
Local Context
7
Section Seven
Governance & Operations
Entity structure and operational readiness determine how fast we can move. Be honest about where you are.
We work alongside your existing advisors — knowing who's in the picture helps us avoid duplication.
8
Section Eight
Success, Risks & Timeline
What does winning look like? And what could derail this? Honest answers here save everyone time.
Risks & Concerns
Documents & Final Notes
🔒 Confidentiality: Everything you share in this questionnaire is used exclusively to prepare for your engagement with Milestone Group. We do not share your information with third parties without your explicit permission.
Thank you for taking the time to complete this. Your answers will be reviewed by the Milestone Group team before our first meeting, so we can make the most of your time together.

Once submitted, expect to hear from us within 2 business days to confirm your intake and book a discovery call.
✓

Questionnaire Received

Thank you for sharing your vision with us. The Milestone Group team will review your responses and reach out within 2 business days to book your discovery call.

milestonecg.co · (905) 931-4320 · 30089 Ridley Square, St. Catharines ON