Q01
Message
All templates
OKR Confidence and Goal Clarity Pulse Survey
A mid-cycle pulse for teams running OKRs (or similar goal frameworks) that measures understanding, buy-in, achievability, and cross-team dependency clarity. The AI follow-up digs past the confidence number to find exactly which key result is shaky, why, and whether the risk sits inside the team or with a dependency. Built for team leads and strategy/ops functions running quarterly check-ins.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Opinion ScaleRequired
How clearly do you understand your team's current OKRs (Objectives and Key Results) for this cycle?
Scale: 1 – 5
Min:Not at all clearMax:Extremely clear
Q03
Opinion ScaleRequired
How much do you personally believe these are the right goals for your team to be focused on right now?
Scale: 1 – 7
Min:Not at allMax:Completely
Q04
Opinion ScaleRequired
How confident are you that your team will achieve its key results by the end of this cycle?
Scale: 0 – 10
Min:Not at all confidentMax:Extremely confident
Q05
MatrixRequired
Rate how much you agree with each statement about your team's OKRs this cycle.
5 rows × 5 columns
- I understand how my day-to-day work contributes to our OKRs
- Our OKRs are realistic given our current team capacity and resources
- Leadership has clearly explained why these particular OKRs matter
- My team's priorities are aligned with these OKRs
- I know what 'done' looks like for each key result
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
Slider MatrixRequired
For each key result below, how confident are you that it will be achieved this cycle? (Template note: replace the placeholder key results with your team's actual KRs before launching.)
3 rows, one slider each
- Key Result 1 (replace with your actual KR)
- Key Result 2 (replace with your actual KR)
- Key Result 3 (replace with your actual KR)
Slider 0–10Min:Not at all confidentMax:Fully confident
Q07
Multiple ChoiceRequired
What's the single biggest obstacle to hitting your OKRs this cycle?
- Unclear or conflicting priorities
- Not enough time or headcount
- Waiting on another team or dependency
- Goals were unrealistic from the start
- Shifting priorities mid-cycle
- Lack of resources, budget, or tools
Q08
Multiple ChoiceRequired
How clearly defined are the dependencies between your team and other teams needed to hit these OKRs?
- Very unclear — we don't know what we need from others
- Somewhat unclear
- Somewhat clear
- Very clear — dependencies and owners are explicit
Q09
Multiple Choice
Which teams or functions does your team depend on most to achieve its OKRs this cycle? Select all that apply. (Template note: replace the placeholder team names with your actual org's function list.)
- (Replace with Team/Function A)
- (Replace with Team/Function B)
- (Replace with Team/Function C)
- (Replace with Team/Function D)
Q10
AI Interview
Probe the respondent's confidence score for achieving their OKRs: have them walk through the specific key result they're least confident about, what's driving that doubt, and whether the risk is within their team's control or blocked by another team. If they flagged an unclear or missing cross-team dependency, get specific about which team, what exactly they need from them, and by when. If confidence is high, check whether that's grounded in real progress or just optimism.
Q11
Long Text
What's the one thing that would most increase your confidence in hitting your OKRs this cycle?
Q12
Multiple Choice
Which best describes your role on this team?
- Individual contributor
- People manager or team lead
- Director or above
- Prefer not to say
Q13
Multiple Choice
How long have you been on this team?
- Less than 3 months
- 3–12 months
- 1–2 years
- More than 2 years
- Prefer not to say
Q14
Message
That's everything — thank you! Your responses feed directly into the team's OKR retro so leaders can fix unclear goals and unblock dependencies before the cycle ends.
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
- Includes a dedicated AI follow-up interview step that specifically probes the respondent's OKR confidence score to uncover which key result is shaky and why
- Uses a slider grid to capture per-key-result confidence rather than a single blended score, so risk isn't hidden in an average
- Separately maps dependency clarity and identifies which specific teams/functions the respondent's OKRs depend on, isolating internal vs. cross-team risk
- Closes with an open open-text on what would most increase confidence, giving the AI follow-up concrete material to dig into beyond the numeric ratings
SurveySparrow
Employee Confidence Pulse Survey TemplateA ready-to-field pulse template focused on general employee confidence rather than OKR-specific goal clarity or cross-team dependencies. It's a fixed question set built for broad workforce sentiment, not quarterly goal-cycle check-ins. Useful as a generic confidence pulse but not purpose-built for OKR tracking.
What it does well
- Pre-built, ready-to-send template requiring no setup
- Designed specifically around the 'confidence' theme, giving relevant question framing
- Backed by SurveySparrow's broader pulse/engagement survey suite
Where it falls short
- Static question list with no adaptive follow-up to probe why confidence is low
- No mechanism to isolate which specific goal or key result is at risk
- No visibility into cross-team dependency clarity, which is central to OKR risk
SurveyMonkey
Pulse Survey TemplateA general-purpose employee pulse template covering broad engagement themes, not tailored to OKRs, goal clarity, or dependency mapping. It's a solid generic fielding-ready survey but requires heavy customization to fit an OKR check-in use case. Best suited for overall sentiment tracking rather than goal-cycle diagnostics.
What it does well
- Fielding-ready template from a well-established survey platform
- Flexible enough to be adapted to many pulse-check contexts
- Backed by strong reporting and benchmarking tools in the wider product
Where it falls short
- No OKR- or goal-specific question logic out of the box
- Static form with no adaptive AI follow-up to dig past a confidence rating
- No structured way to flag which specific goal or dependency is driving low confidence
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.