Client intake
Capability Proposal Intake Toolkit
Five discovery questions for each practice area. Use during introductory calls, in a pre-consultation form, or as the basis for a formal needs assessment.
Capture the client's current state, desired outcomes, decision constraints, available evidence, and readiness to act.
Kimble Research and Strategy, LLC
Capability Proposal Intake Toolkit
Capture the client's current state, desired outcomes, decision constraints, available evidence, and readiness to act.
Laboratory Safety, Culture, and Productivity Optimization
1. What safety, compliance, workflow, or productivity concerns prompted you to seek support now?
2. Where do you see the greatest gaps between written procedures and day-to-day laboratory practices?
3. How are safety expectations, roles, incidents, near misses, and corrective actions currently communicated and documented?
4. What operational, supervisory, or team-dynamic factors may be affecting adherence, reporting, morale, or research continuity?
5. What measurable changes would demonstrate improvement within six to twelve months?
Mentoring, Intercultural Competency, and Scientific Workforce Development
1. Which trainee, faculty, or workforce populations are you trying to recruit, develop, retain, or advance?
2. What mentoring structures, future-faculty preparation, or career-development programs currently exist, and where are they falling short?
3. What intercultural communication, team, classroom, or laboratory challenges are affecting participation or success?
4. What competencies should participants demonstrate as mentors, educators, scientists, supervisors, or leaders?
5. How will you track changes in mentoring quality, confidence, progression, retention, and career outcomes?
Biophysical, Biochemical, and Biomedical Research and Translational Consulting
1. What scientific question, technical obstacle, or translational opportunity is the team trying to address?
2. What preliminary data, methods, instrumentation, models, or collaborators are currently available?
3. Where are the greatest uncertainties in study design, method selection, data integration, feasibility, or interpretation?
4. What decision or milestone must the research reach next: proof of concept, mechanism, validation, biomarker, preclinical testing, or translation?
5. What constraints related to time, budget, expertise, samples, facilities, intellectual property, or regulatory requirements must be considered?
Health and Community Impact Strategy
1. Which patient, caregiver, workforce, or community outcome are you seeking to improve?
2. What is currently known about access barriers, trust, communication, participation, or unmet needs?
3. Which community members, advocates, clinical partners, or organizations should share decision-making authority?
4. How are community perspectives currently gathered, compensated, incorporated, and reported back?
5. What indicators would show that the partnership or intervention is reciprocal, sustainable, and improving outcomes?
Science, Health, and Workforce Policy Advising
1. What policy, legislative, regulatory, funding, or institutional change requires analysis or action?
2. Which populations, programs, operations, partnerships, or strategic priorities may be affected?
3. What decisions must leaders make, and by what deadline?
4. What evidence, stakeholder perspectives, political constraints, or implementation risks must be considered?
5. What final product would be most useful: executive brief, impact analysis, policy language, talking points, advocacy plan, or monitoring framework?