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
Attendance & Scale
Include national networks — these affect replication potential.
Knowing the governance structure upfront prevents delays later.
2
0/200
Inspiration & Analogues
3
This shapes the Day 1 program plan and the revenue model.
4
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
We use this to understand the generosity culture of your congregation.
Debt & Risk Tolerance
$500K / year
$100K$2M+
6
Local Context
7
We work alongside your existing advisors — knowing who's in the picture helps us avoid duplication.
8
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