Internal Process Improvement Diagnostic Survey

Thanks for taking a few minutes to help us fix this process! Your responses are completely confidential and anonymized. Your honest experience matters more than the 'official' version of how things work. About 5-6 minutes.

Which process are you evaluating today? (Template note: replace with the specific process names you're studying before launching.)

• Process A (Replace with your process name)
• Process B (Replace with your process name)
• Process C (Replace with your process name)

Overall, how efficient is this process today?

How much do you agree with the following statements about this process?

In the last 30 days, how often did this process cause a delay, error, or rework you had to fix?

• Never
• Rarely
• Sometimes
• Often
• Every time

Allocate 100 points across these stages based on where the most time gets lost or wasted. (Template note: replace the stage names with the actual steps in your process.)

• Intake/request submission (Replace with your stage)
• Review/approval (Replace with your stage)
• Execution/fulfillment (Replace with your stage)
• Handoff to another team (Replace with your stage)
• Quality check/rework (Replace with your stage)
• Closeout/reporting (Replace with your stage)

Comparing these pain points, which is the biggest problem and which is the smallest? (Template note: replace with the actual pain points your team has flagged.)

• Unclear ownership of steps (Replace with your pain point)
• Manual data entry/re-entry (Replace with your pain point)
• Slow approvals (Replace with your pain point)
• Poor visibility into status (Replace with your pain point)
• Outdated tools or systems (Replace with your pain point)
• Inconsistent instructions across teams (Replace with your pain point)
• Too many exceptions/special cases (Replace with your pain point)

Probe the specific pain point the respondent ranked as the biggest problem: ask for a recent, concrete example — what triggered it, how much time or effort it added, and who else was involved. If their overall efficiency rating was low but the pain point they picked seems minor, reconcile that gap by asking what else is really driving the frustration. Close by asking what a realistic fix would look like and what has stopped that fix from happening already.

If you could change exactly one step in this process, what would it be and why?

Which department or team are you part of?

• Operations (Replace with your department)
• Customer Support (Replace with your department)
• Engineering/IT (Replace with your department)
• Finance (Replace with your department)
• Prefer not to say

How long have you been performing this process?

• Less than 3 months
• 3-12 months
• 1-3 years
• More than 3 years
• Prefer not to say

That's everything — thank you! Your answers feed directly into a process review, and the biggest pain points will be prioritized for fixes this quarter.