{
  "title": "Holding & Manager Quarterly Check-in",
  "description": "A structured quarterly check-in for operating company leadership, external fund managers, and key advisors — captures performance vs. expectations, key risks, and shifts in conviction ahead of a family meeting.",
  "language": "en",
  "questions": [
    {
      "text": "How did this quarter's performance compare to what you expected going in?",
      "type": "text",
      "order": 1,
      "required": true
    },
    {
      "text": "What's the biggest risk to hitting next quarter's expectations?",
      "type": "text",
      "order": 2,
      "required": true
    },
    {
      "text": "Has your conviction changed this quarter — are you more or less confident than you were three months ago, and why?",
      "type": "text",
      "order": 3,
      "required": true
    },
    {
      "text": "Are there any key people — on your team, or people you personally rely on — whose departure would meaningfully change the picture?",
      "type": "text",
      "order": 4,
      "required": true
    },
    {
      "text": "What's one thing happening right now that the family or principal should know about, even if it hasn't come up yet?",
      "type": "text",
      "order": 5,
      "required": true
    },
    {
      "text": "How confident are you that the current plan or thesis holds up over the next two quarters?",
      "type": "rating_scale",
      "order": 6,
      "options": {
        "max": 5,
        "min": 1,
        "maxLabel": "Very confident",
        "minLabel": "Not confident"
      },
      "required": true
    },
    {
      "text": "Is there anything you'd want to say directly that might not come across in a formal update?",
      "type": "text",
      "order": 7,
      "required": false
    }
  ]
}