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Brand Values & Purpose Workshop Form

Brand Values & Purpose Workshop Form

A brand values and purpose workshop template — gather leadership’s thinking on why the company exists and what it stands for before the session.

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Description

Values that sound good on a wall but aren’t lived are worse than none. This brand values and purpose workshop form gathers leadership’s honest thinking beforehand, so the session lands on values the business actually holds.

It asks why the company exists beyond making money, what you do differently, and how people would describe the brand as a person. It draws out a moment you were proud of, a time the business let a customer down and how you handled it, what the session should produce, and how aligned leadership is today.

Use it to prepare a values and purpose session, so the day is spent aligning and deciding rather than starting blank. Send it to everyone who needs to be in the room. Customize the questions, add your branding, and embed it or share a link in minutes.

Form fields

Everything the Brand Values & Purpose Workshop Form above collects — 12 fields, so you can see exactly what it captures before you make it your own.

Define What You Stand For

Company name
Short Answer
Why does your company exist, beyond making money?
Long Answer
What do you do differently to everyone else?
Long Answer
If your brand were a person, how would people describe them?
Long Answer
Which of these feel true to you?
Multi-Select
A moment you were proud of the business?
Long Answer
A time the business let a customer down — and what you did
Long Answer
What should the session produce?
Multi-Select
How aligned is leadership on this today?
Dropdown
Who absolutely needs to be in the room?
Short Answer
Your name
Name
Email address
Email

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Template FAQs

Common questions about the Brand Values & Purpose Workshop Form — what it captures, when to use it, and how to make it your own.

What is a brand values and purpose workshop?

It is a facilitated session that defines why a company exists beyond profit and the values it stands for. This prep form gathers leadership thinking beforehand, so the session itself can focus on aligning and deciding rather than starting from a blank page.

What should a values and purpose prep form ask?

This form asks why the company exists beyond making money, what you do differently, how people would describe the brand as a person, moments you were proud of, a time you let a customer down, and what the session should produce.

When should you run a values and purpose workshop?

When a brand purpose is unspoken, contested, or needed to anchor bigger strategy and culture work. The form asks how aligned leadership is on this today, which helps the facilitator judge how much of the session is discovery versus resolving disagreement.

Who should attend a values and purpose workshop?

Leadership and the people who shape the culture, since purpose has to come from the top to stick. The form asks who absolutely needs to be in the room, so the session is not undermined by a key decision-maker being absent.

Why ask about a time the business let a customer down?

Because how a company handles failure reveals its real values, not just its aspirations. Bringing an honest example into the room keeps the session grounded, so the values you land on are lived rather than a list of comfortable words.

Is this workshop prep template free to use?

Yes, completely free. Add or remove questions, reorder them and restyle the form to match your brand, then embed it on your site or share it as a link, with no coding required. A free Fun Forms account lets you collect responses before the session.

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