Q01
Message
All templates
Personal Life Goals & Priorities Assessment
Explores what people are actually working toward in life — which domains they're prioritizing, how they allocate time and energy, and how confident they feel about progress. An AI follow-up interview digs into the story behind their single most important goal: why it matters and what's really standing in the way. Built for coaches, researchers, and wellbeing programs benchmarking goal-setting behavior.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
Multiple ChoiceRequired
Which one life domain is your top priority right now?
- Career/work
- Health & fitness
- Relationships
- Personal growth/learning
- Finances
- Family
- Other
Q03
Best–Worst Trade-off (MaxDiff)Required
Looking at these life goals, pick the one that matters most to you right now and the one that matters least.
- Advancing in my career
- Improving my physical health
- Building stronger relationships
- Growing financially secure
- Learning new skills
- Having more free time/leisure
- Contributing to my community
- Personal spiritual or emotional growth
Pick best & worst per setBest:Matters most to meWorst:Matters least to me
Q04
Point AllocationRequired
Thinking about the last month, allocate 100 points across these areas based on how much of your actual time and energy went to each — not how much you wish had gone to each.
- Career/work
- Health & fitness
- Relationships & family
- Personal growth/learning
- Finances
- Leisure/rest
Allocate 100 points
Q05
Opinion ScaleRequired
How confident are you that you'll make meaningful progress on your top goal in the next 12 months?
Scale: 0 – 10
Min:Not at all confidentMax:Extremely confident
Q06
Rating ScaleRequired
Overall, how satisfied are you with your progress toward your goals so far this year?
Range: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q07
MatrixRequired
How much do you agree with each of these statements about how you approach your goals?
4 rows × 5 columns
- I have specific, written-down goals
- I regularly check my progress against my goals
- I've shared my top goal with someone who holds me accountable
- I adjust my goals when circumstances change
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q08
Multiple ChoiceRequired
What is the biggest obstacle keeping you from making faster progress on your top goal?
- Not enough time
- Not enough money
- Lack of motivation
- Missing skills or knowledge
- Health limitations
- Lack of support from others
- Other
Q09
AI Interview
Probe the story behind the respondent's stated top-priority goal: why it matters to them personally right now, what a concrete win would look like in the next 3 months, and what specifically has blocked progress recently (not just the category they picked). If they cited motivation or support as the obstacle, ask what would need to change for that to shift. If their confidence rating was low, ask what would need to be true for it to go up.
Q10
Long Text
If you fully achieved your top goal, what would be different in your everyday life a year from now?
Q11
Multiple Choice
Which life stage best describes you?
- Student
- Early career
- Mid-career
- Late career
- Retired
- Prefer not to say
Q12
Multiple Choice
What is your age range?
- Under 18
- 18-24
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
Q13
Message
That's everything — thank you for reflecting with us! Your responses will be combined with others to help shape better goal-setting tools and support programs.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Goes beyond static ranking questions with an AI follow-up interview that probes why the respondent's top goal matters and what's really standing in the way, surfacing qualitative context static forms can't reach
- Combines quantitative prioritization (constant-sum time/energy allocation, MaxDiff goal ranking, confidence and satisfaction scales) with open-ended reflection in one flow
- Every prompt in the AI interview is transparent and reviewable, and results roll up into an automated report — no manual coding of open-ends required
- Segments by life stage and age range so coaches, researchers, and wellbeing programs can benchmark goal-setting behavior across cohorts
QuestionPro
Life Goals Survey TemplateA directly comparable pre-built template covering life goals, ready to field or customize within QuestionPro's survey platform. It's a static questionnaire rather than an interview experience, so it relies entirely on pre-written closed and open-ended items. Good fit for teams wanting a quick, conventional survey rather than deeper qualitative probing.
What it does well
- Purpose-built template specifically on life goals, so no need to adapt an unrelated survey
- Backed by an established survey platform with broad question-type and logic support
- Likely quick to deploy for teams already on QuestionPro
Where it falls short
- No adaptive AI follow-up — every respondent sees the same fixed question set regardless of their answers
- No mechanism to probe the 'why' behind a stated top goal beyond whatever open-text box is included
- No published methodology or prompt transparency since there are no AI-driven questions to document
Jotform
Life Coach Assessment Form TemplateA form-builder template aimed at life coaches doing client intake/assessment rather than research-grade benchmarking. It covers goal-related reflection but is structured as an intake form, not a structured multi-method survey instrument. Useful for solo coaches, less suited to researchers needing standardized, comparable data across respondents.
What it does well
- Tailored to the life-coaching workflow and client onboarding use case
- Simple drag-and-drop customization typical of Jotform templates
- Likely integrates with Jotform's broader form and payment ecosystem
Where it falls short
- Static intake form with no adaptive follow-up questioning based on a client's specific answer
- No structured prioritization methods like constant-sum allocation or MaxDiff for ranking competing goals
- No automated quality scoring or auto-generated benchmarking report across respondents
SurveyMonkey
Work Life Balance Survey Template & QuestionsA template focused specifically on work-life balance, which overlaps with but is narrower than a full life-goals-and-priorities assessment. It's a fixed-question survey, well suited to quick pulse checks on balance and stress rather than deep goal narratives. Relevant as a comparison mainly for the time/energy allocation angle rather than goal-setting depth.
What it does well
- Recognizable, easy-to-deploy template from a mainstream survey platform
- Focused scope makes it fast to launch for a narrower work-life balance question
- Benefits from SurveyMonkey's standard reporting and benchmarking features
Where it falls short
- Scope limited to work-life balance rather than full life-domain prioritization and goal narratives
- No adaptive AI interview to dig into the story or obstacles behind a respondent's top goal
- No per-response quality scoring or transparent AI prompt methodology
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.