David Maister - Professional Business, Professional Life
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Seminar Notes

Use this area to browse through David’s Planning Questionnaires, and Presentation Materials. All documents are available in pdf or word format.

Planning Questionnaires provide you with an indexed list of resources David has prepared which are useful in “taking the temperature” of a firm and are a great asset in any planning process. These standardized questionnaire forms may need customized revisions to reflect the unique circumstances of your firm. Most of the questionnaires are designed primarily to be completed by partners. However, (where indicated) some are designed to be completed by non-partner staff as well. You may browse selected questionnaires below or download them all in MS Word .doc format.

Clicking Seminar Handouts below will allow you to browse through a select list of the handouts David uses when onsite giving a seminar.


  • Planning Questionnaires
  • Seminar Handouts
  • Seminar Handouts (Foreign Language Versions)

    (foreign language versions)

Questionnaire to evaluate group leaders
Questionnaire for Client Feedback
Rate Your Governance System
Compensation Questionnaire
Feedback to the Senior / Managing Partner
Survey on Human Resource Issues
Rate Your Work Experience
Your Views on Practice Development in the Firm Today
Strategic Planning Questionnaire
Questionnaire to Monitor Supervision