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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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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 14개 · 약 7분
Q01
메시지

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
객관식필수

Which best describes the business's current stage?

  • Early-stage / startup
  • Scaling / high growth
  • Mature / stable
  • Turnaround / recovery
Q03
의견 척도필수

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

척도: 1 – 10
최소:Far behind goals최대:Far exceeded goals
Q04
매트릭스필수

Rate the business on each of the following dimensions.

7개 행 × 5개 열
  • Financial health and cash flow
  • Product or service quality
  • Customer satisfaction and retention
  • Team capability and morale
  • Operational efficiency
  • 외 2개
열: Poor · Below average · Average · Good · Excellent
Q05
최선·최악 선택형(MaxDiff)필수

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
세트별 최선·최악 선택최선:Most important to address최악:Least important right now
Q06
점수 배분필수

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
100점 배분
Q07
평점 척도필수

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

범위: 1 – 5
최소:Not confident at all최대:Extremely confident
Q08
객관식필수

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

  • Declined significantly
  • Declined slightly
  • Stayed flat
  • Grown slightly
  • Grown significantly
Q09
단문형

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

Q10
AI 인터뷰

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
객관식

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
객관식

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
객관식

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
메시지

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

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

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이 템플릿을 선택하는 이유

  • 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.

잘하는 점

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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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