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Industry-Specific

Business Performance & Health Evaluation Survey

A structured health check for evaluating how a business is performing across strategy, financials, operations, and team. Combines scored ratings, a prioritization exercise, and a budget allocation trade-off with an AI follow-up interview that digs into the real root cause behind the weakest area. Built for owners, executives, and advisors running a periodic business review.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全14問・約7分
Q01
メッセージ

Thanks for taking a few minutes to evaluate the business. Your honest input helps build a clear picture of what's working and what needs attention. Your responses are completely confidential and anonymized. This should take about 6-8 minutes.

Q02
選択式必須

Which best describes the business's current stage?

  • Early-stage / startup
  • Scaling / high growth
  • Mature / stable
  • Turnaround / recovery
Q03
オピニオンスケール必須

Overall, how has the business performed against the goals set 12 months ago?

スケール: 1 – 10
最小:Far behind goals最大:Far exceeded goals
Q04
マトリクス必須

Rate the business on each of the following dimensions.

7行 × 5列
  • Financial health and cash flow
  • Product or service quality
  • Customer satisfaction and retention
  • Team capability and morale
  • Operational efficiency
  • ほか2件
列: Poor · Below average · Average · Good · Excellent
Q05
ベスト・ワースト選択（MaxDiff）必須

For each set, pick the area most important and least important to address in the next 12 months.

  • Improving cash flow and profitability
  • Strengthening the leadership team
  • Expanding into new markets or segments
  • Improving product or service quality
  • Increasing customer retention
  • Streamlining operations and reducing costs
  • Building brand awareness and demand generation
各セットで最も良いもの・最も悪いものを選択最も良い:Most important to address最も悪い:Least important right now
Q06
ポイント配分必須

If you had 100 points to allocate across next year's investment priorities, how would you split them?

  • Sales & marketing
  • Product development
  • Operations & systems
  • Hiring & talent
  • Customer success
  • Technology & infrastructure
100ポイントを配分
Q07
評価スケール必須

How confident are you that the business will hit its goals over the next 12 months?

範囲: 1 – 5
最小:Not confident at all最大:Extremely confident
Q08
選択式必須

Over the last 12 months, has the business's revenue...

  • Declined significantly
  • Declined slightly
  • Stayed flat
  • Grown slightly
  • Grown significantly
Q09
自由回答（短文）

What's the single biggest win for the business in the last quarter?

Q10
AIインタビュー

Identify the dimension the respondent rated lowest in the performance ratings and probe the specific root cause — is it a resource constraint, a skills gap, a market factor, or a leadership decision? Ask for a concrete recent example that illustrates the problem, and if revenue grew despite low ratings elsewhere, reconcile that tension by asking what's masking the underlying issue. Close by asking what would need to be true for this area to visibly improve in the next two quarters.

Q11
選択式

What is your role in relation to this business?

  • Owner or CEO
  • Executive or senior manager
  • Board member or investor
  • Consultant or advisor
  • Other
  • Prefer not to say
Q12
選択式

What industry does the business operate in?

  • Retail or e-commerce
  • Manufacturing
  • Professional or financial services
  • Technology or software
  • Healthcare
  • Hospitality or food service
  • Other
  • Prefer not to say
Q13
選択式

How many employees does the business have?

  • 1-10 employees
  • 11-50 employees
  • 51-200 employees
  • 201-1,000 employees
  • More than 1,000 employees
  • Prefer not to say
Q14
メッセージ

That's everything — thank you! Your ratings and answers will feed into a business review report highlighting priorities and recommended next steps.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Combines scored ratings (matrix across strategy, financials, operations, team) with a max-diff prioritization exercise and a constant-sum budget allocation trade-off in one flow, not just a flat list of questions
  • Includes an AI follow-up interview that automatically identifies the respondent's lowest-rated dimension and interviews them on the root cause, something static form builders cannot do
  • Captures both quantitative signals (opinion scale on 12-month goal performance, confidence rating on hitting future goals) and qualitative color (biggest win, root-cause probing) in a single pass
  • Built specifically for a periodic business health check used by owners, executives, and advisors, with responses feeding into an auto-generated business report

Jotform

Business Evaluation Form Template

A static, fielding-ready form template covering standard business evaluation fields. It's built on Jotform's drag-and-drop form builder, so it's easy to customize but is a fixed question set with no adaptive logic. Good for quick internal reviews rather than deep diagnostic interviews.

優れている点

  • Easy to customize via Jotform's drag-and-drop builder
  • Fielding-ready out of the box
  • Part of a large, well-established template library

物足りない点

  • No adaptive AI follow-up questioning — every respondent sees the same fixed fields
  • No mechanism to automatically dig into the weakest-rated area's root cause
  • No automated per-response quality scoring or transparent prompt methodology

SurveySparrow

Business Evaluation Form Template

A conversational, one-question-at-a-time form template in SurveySparrow's chat-style format, which makes it feel more engaging than a traditional form. It's still a static question sequence, not an AI-driven interview, and pricing/tiering for this template's use case isn't specified on the page.

優れている点

  • Conversational, chat-like UI that can feel more approachable than a traditional form
  • Fielding-ready template available immediately
  • Mobile-friendly conversational format

物足りない点

  • Conversational UI is not the same as adaptive AI probing — questions and order are fixed, not generated from responses
  • No root-cause follow-up on whichever dimension scores lowest
  • No voice AI interview option or automated report generation described

Typeform

Business Evaluation Form Template

A polished, one-question-at-a-time template known for strong design and completion rates. It supports basic conditional logic but is fundamentally a static template rather than an interview that adapts based on what a respondent's weakest area turns out to be.

優れている点

  • Clean, well-designed one-question-at-a-time UX known to improve completion rates
  • Basic conditional branching logic available
  • Fielding-ready template usable immediately

物足りない点

  • Branching logic is rule-based, not an AI-driven adaptive follow-up interview
  • No automated identification of a respondent's weakest dimension with targeted probing
  • No published per-response quality scoring or prompt transparency

QuestionPro

Performance Evaluation Survey Questions + Sample Questionnaire Template

This page reads more like a guide with sample questions and best practices than a single fielding-ready template, and it leans toward general performance evaluation rather than a dedicated strategy/financials/operations/team business health check. Useful as a reference for question ideas, but requires assembly into an actual survey.

優れている点

  • Provides sample question banks and guidance on performance evaluation best practices
  • Backed by QuestionPro's broader survey platform and analytics tools
  • Flexible starting point that can be adapted to different evaluation contexts

物足りない点

  • Presented as a question guide/article rather than a ready-to-field structured template
  • No adaptive AI interview to dig into root causes behind the weakest-rated area
  • No built-in prioritization (max-diff) or budget trade-off (constant-sum) exercise described

よくあるご質問

「Business Performance & Health Evaluation Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が14問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes to evaluate the business. Your honest input helps build a clear picture of what's workin…」・「Which best describes the business's current stage?」・「Overall, how has the business performed against the goals set 12 months ago?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、14問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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