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Colleague Engagement & Retention Pulse Survey

Measures how motivated, supported, and connected colleagues feel day to day, benchmarks a recommend-to-a-friend engagement score, and identifies which drivers (recognition, growth, workload, manager support) matter most. An AI follow-up interview digs into the real story behind each person's score instead of settling for a number.

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Sample questions

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

12 questions · ~7 min
Q01
Message

Hi! We're checking in on how things are going at work — your honest input helps us make this a better place to do great work. Takes about 6 minutes, and individual responses are kept confidential.

Q02
Opinion ScaleRequired

How likely are you to recommend this organization as a great place to work to a friend or former colleague?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q03
MatrixRequired

How much do you agree with each statement about your day-to-day experience here?

5 rows × 5 columns
  • My contributions are recognized
  • I have clear opportunities to grow my skills or role
  • My workload is manageable most weeks
  • I feel a genuine sense of belonging with my team
  • I trust the decisions leadership makes
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
Multiple ChoiceRequired

In the last 30 days, how often did you feel genuinely motivated by the work you were doing?

  • Rarely or never
  • A few days
  • About half the time
  • Most days
  • Nearly every day
Q05
Best–Worst Trade-off (MaxDiff)Required

Of the following, which factor matters most to your engagement at work, and which matters least?

  • Recognition for good work
  • Career growth opportunities
  • Support from my direct manager
  • Work-life balance
  • Pay and benefits
  • Team culture and camaraderie
  • Autonomy over how I do my work
  • Feeling my work has purpose
Pick best & worst per setBest:Matters mostWorst:Matters least
Q06
Rating ScaleRequired

How would you rate the support you get from your direct manager?

Range: 1 – 5
Min:Very unsupportiveMax:Very supportive
Q07
AI Interview

Reconstruct the real reasoning behind the respondent's recommend-to-a-friend score: what specific moment, decision, or pattern at work drove that number up or down in the last month. Anchor on whichever statement they rated lowest in the agreement battery and ask for a concrete example. If they gave a high score, probe what would make them leave anyway; if low, probe what single change would move the score up.

Q08
Multiple ChoiceRequired

How likely are you to still be working here in 12 months?

  • Very unlikely
  • Unlikely
  • Not sure
  • Likely
  • Very likely
Q09
Long Text

If you could change one thing to make your day-to-day work better, what would it be?

Q10
Multiple Choice

Which team or department are you part of?

  • (Replace with Team A)
  • (Replace with Team B)
  • (Replace with Team C)
  • Other
  • Prefer not to say
Q11
Multiple Choice

How long have you worked here?

  • Less than 6 months
  • 6 months to 2 years
  • 2 to 5 years
  • More than 5 years
  • Prefer not to say
Q12
Message

Thank you for being open with us. Responses are aggregated into a report for leadership and your manager will only see team-level themes, never individual answers — used to shape real changes to how we support you.

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 a single recommend-to-a-friend score with an AI follow-up interview that reconstructs the real reasoning behind each person's rating instead of leaving it as a number
  • Combines a matrix of day-to-day experience statements, a max-diff exercise to rank which driver (recognition, growth, workload, manager support) matters most, and a direct manager rating, so results are prioritized rather than just descriptive
  • Captures open-ended improvement ideas via long text alongside tenure/department/retention-intent questions, giving both quantitative benchmarking and qualitative context in one flow
  • Automated per-response quality scoring and an auto-generated report mean leadership gets a ready-to-use summary rather than raw export data to analyze manually

QuestionPro

Colleague Engagement Survey Template + Sample Questionnaire

A directly comparable, fielding-ready template covering colleague engagement with sample questions. It's a static questionnaire built around fixed question sets rather than adaptive follow-up, so all respondents answer the identical script regardless of their answers.

What it does well

  • Purpose-built specifically for colleague engagement, so questions are topically aligned
  • Provides sample questionnaire text, making it easy to preview before deploying
  • Backed by an established survey platform with broad distribution and analytics tooling

Where it falls short

  • No adaptive AI interview to probe the reasoning behind a low or high engagement score
  • No voice AI interview option or guided screen-share tasks
  • No visible automated per-response quality scoring or transparent prompt methodology

Jotform

100+ Engagement Survey Form Templates

This is a large template gallery/category page rather than a single fielding-ready engagement survey, so it requires browsing and customizing one of many generic forms. Useful for form-building flexibility but not a purpose-built colleague engagement pulse instrument out of the box.

What it does well

  • Very large selection of templates offers flexibility to pick a starting point close to your needs
  • Standard drag-and-drop form builder makes basic customization easy
  • Supports many form types beyond engagement, useful if you need other surveys too

Where it falls short

  • Being a generic form gallery, no built-in driver analysis (recognition, growth, workload, manager support) tailored to engagement
  • No adaptive AI or voice interview follow-up — responses are limited to static fields
  • No automated quality scoring or auto-generated engagement report specific to this use case

SurveyMonkey

Employee Engagement Survey Template | Questions & Examples

A ready-to-use employee engagement template with example questions, comparable in scope to our pulse survey. It relies on standard scaled and multiple-choice questions and does not offer any conversational follow-up to explore the 'why' behind scores.

What it does well

  • Well-known, widely trusted survey platform with strong benchmarking and reporting tools
  • Template includes example questions covering common engagement themes
  • Easy to deploy quickly with established distribution channels

Where it falls short

  • No adaptive AI follow-up interview or voice AI option to dig into individual responses
  • No guided screen-share tasks or per-response quality scoring
  • No transparent, publishable prompt methodology behind the questions asked

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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