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Strategic Plan Clarity, Alignment, and Execution Survey

Gauges whether employees or leaders understand the organization's strategic priorities, believe resources and daily work are aligned to them, and feel confident execution will succeed — with an AI follow-up that digs into the real barriers behind low-confidence or low-alignment answers.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to weigh in on our strategic plan. Your honest perspective helps leadership see where the strategy is landing and where it isn't. This should take about 6 minutes.

Q02
Multiple ChoiceRequired

How familiar are you with the organization's current strategic plan?

  • I haven't seen or heard about it
  • I've heard of it but don't know the details
  • I know the general priorities
  • I could explain it in detail to someone else
Q03
Opinion ScaleRequired

How clearly can you articulate the organization's top strategic priorities for this year?

Scale: 1 – 7
Min:Not clearly at allMax:Extremely clearly
Q04
MatrixRequired

How much do you agree with each statement about how strategy is planned and run in this organization?

5 rows × 5 columns
  • The strategy has been communicated clearly to me
  • My day-to-day work is connected to the stated priorities
  • Budget and staffing decisions reflect the stated priorities
  • Leaders visibly model and reference the priorities in decisions
  • Progress against the plan is tracked and shared regularly
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
RankingRequired

Rank the following strategic priorities in order of importance for the next 12 months. (Template note: replace these placeholders with your organization's actual stated priorities before launching.)

  1. (Replace with Priority A, e.g. Expand into new markets)
  2. (Replace with Priority B, e.g. Improve operating margin)
  3. (Replace with Priority C, e.g. Launch new product line)
  4. (Replace with Priority D, e.g. Strengthen customer retention)
  5. (Replace with Priority E, e.g. Build internal capabilities)
Drag to rank
Q06
Point AllocationRequired

Allocate 100 points across these strategic pillars based on where you believe the organization should be focusing effort right now. (Template note: replace with your organization's actual strategic pillars.)

  • (Replace with Pillar 1, e.g. Growth)
  • (Replace with Pillar 2, e.g. Efficiency)
  • (Replace with Pillar 3, e.g. Innovation)
  • (Replace with Pillar 4, e.g. Talent & Culture)
  • (Replace with Pillar 5, e.g. Customer Experience)
Allocate 100 points
Q07
Opinion ScaleRequired

How confident are you that the organization will achieve its stated strategic goals this year?

Scale: 0 – 10
Min:Not at all confidentMax:Extremely confident
Q08
Multiple ChoiceRequired

What is the single biggest barrier to executing on strategy today?

  • Unclear priorities or conflicting messages
  • Not enough time or headcount to do the work
  • Budget not aligned with stated priorities
  • Competing day-to-day demands crowd it out
  • Lack of follow-through or accountability from leadership
  • Progress isn't tracked or visible
Q09
AI Interview

Probe the reasoning behind the respondent's confidence score and the barrier they selected. If confidence was low, ask for a specific recent example where strategy and daily reality diverged, and what would need to change for their confidence to rise. If confidence was high, ask what evidence convinces them execution is on track. If they picked a barrier related to leadership follow-through or unclear priorities, ask for a concrete instance rather than a general impression.

Q10
Long Text

If you could change one thing about how this organization plans or executes strategy, what would it be?

Q11
Dropdown

Which department or function are you part of? (Optional)

  • (Replace with Department A)
  • (Replace with Department B)
  • (Replace with Department C)
  • (Replace with Department D)
  • Prefer not to say
Q12
Multiple Choice

What is your level in the organization? (Optional)

  • Individual contributor
  • People manager
  • Senior leader / executive
  • Prefer not to say
Q13
Message

Thank you for your candid input. Responses will be aggregated into a strategy alignment report shared with leadership to sharpen how priorities are communicated, resourced, and tracked going forward.

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 that probes the reasoning behind each respondent's confidence score and cited execution barrier, not just a static rating
  • Combines multiple question formats (ranking, constant-sum point allocation, matrix agreement, opinion scales) to capture both prioritization and perceived alignment in one flow
  • Asks respondents to allocate 100 points across strategic pillars, giving a forced-tradeoff view of where they believe resources actually go versus stated priorities
  • Closes with an open-ended 'what would you change' question plus optional department/level segmentation, so gaps in alignment can be traced to specific parts of the org

QuestionPro

Strategic Planning Survey Questions Template

A ready-to-use template with a standard bank of strategic planning questions covering awareness, buy-in, and execution topics. It's a static question list meant to be deployed as-is or lightly edited, without any mechanism to dig deeper into individual responses. Useful as a quick-start question bank rather than a diagnostic instrument.

What it does well

  • Fielding-ready template with pre-written strategic planning questions
  • Backed by an established survey platform with broad question-type support
  • Likely easy to customize within QuestionPro's builder

Where it falls short

  • No adaptive follow-up questioning — responses are collected as fixed, one-shot answers
  • No mechanism to automatically probe low-confidence or low-alignment answers for root causes
  • No published methodology on how questions were validated or scored

SurveySparrow

Strategic Planning Survey & Questionnaire Template

A conversational-style template covering general strategic planning themes, built on SurveySparrow's chat-like survey format. It offers a friendlier respondent experience than a plain form but still relies on pre-set questions rather than dynamic probing. Best suited for a lightweight pulse check rather than a deep alignment/execution diagnostic.

What it does well

  • Conversational UI that may improve completion rates versus a traditional form
  • Pre-built template reduces setup time for a general strategy survey
  • Supports typical question branching within its own conversational logic

Where it falls short

  • No AI-driven follow-up that adapts based on a respondent's specific confidence or barrier answer
  • No automated per-response quality scoring or report generation tied to individual reasoning
  • No transparency into question design or prompt logic behind the conversational flow

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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