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Free Nonprofit Reporting & Workflow Staff Survey Template

Pinpoint reporting pain points and streamline nonprofit workflows. Use this free, ready-to-use 6–8 min staff survey template to drive operational improvements.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Multiple Choice
In the past 60 days, which types of reports did you contribute to? Select all that apply.
  • Grant/funder reports
  • Board packets/updates
  • Donor/communications reports
  • Program/outcomes/impact reporting
  • Compliance/regulatory reporting
  • Financial/budget reporting
  • Internal performance dashboards
  • Narrative impact stories/case studies
  • Other
Q2
Dropdown
Over the past 6 months, what best describes your typical reporting cadence?
  • Weekly
  • Biweekly
  • Monthly
  • Quarterly
  • Biannually
  • Annually
  • Ad hoc/irregular
Q3
Numeric
In the past 4 weeks, about how many hours per week did you spend on reporting tasks? Enter a whole number.
Accepts a numeric value
Whole numbers only
Q4
Multiple Choice
Across your last two reporting cycles, which issues created the most difficulty? Select up to five.
  • Data scattered across systems
  • Manual copy-paste/reformatting
  • Unclear requirements/templates
  • Last-minute changes from stakeholders
  • Slow reviews/approvals
  • Conflicting or poor data quality
  • Tool limitations/access issues
  • Tight timelines/competing priorities
  • Insufficient training or guidance
  • Version control problems
Q5
Opinion Scale
Overall, how burdensome were your reporting tasks in the past month?
Range: 1 – 10
Min: Very low burdenMid: Moderate burdenMax: Very high burden
Q6
Ranking
Rank the stages by where delays most often occur (1 = most delay first).
Drag to order (top = most important)
  1. Collecting data from sources/partners
  2. Cleaning/validating data
  3. Analysis/calculations
  4. Drafting narrative/visuals
  5. Review and approvals
  6. Formatting/exporting/publishing
  7. Submission process/portals
Q7
Multiple Choice
Which tools did you use for reporting in the last 3 months? Select all that apply.
  • Excel
  • Google Sheets
  • Salesforce or CRM
  • Raiser’s Edge or fundraising CRM
  • M&E platform (e.g., DHIS2, DevResults)
  • Survey/data collection tool
  • BI/dashboards (e.g., Power BI, Tableau, Looker)
  • Document templates (Word/Docs)
  • Project management (e.g., Asana, Trello, Jira)
  • Scripting/automation (e.g., Python, R, Power Query)
  • Other
Q8
Numeric
For your last major report, how many distinct data sources did you use? Enter a whole number.
Accepts a numeric value
Whole numbers only
Q9
Rating
How satisfied are you with the report templates and guidance you used in the past 6 months?
Scale: 11 (star)
Min: Very dissatisfiedMax: Very satisfied
Q10
Matrix
How automated are the following steps today?
RowsNot at all automatedSlightly automatedSomewhat automatedMostly automatedFully automated
Data collection•••••
Data cleaning/validation•••••
Analysis/calculations•••••
Drafting content/visuals•••••
Reviews/approvals•••••
Distribution/submission•••••
Q11
Dropdown
Attention check: To confirm you're reading the questions, please select "I am paying attention."
  • I am paying attention
  • I am not paying attention
Q12
Constant Sum
Allocate 100 points across the areas where improvements would have the biggest impact next quarter. The total must equal 100.
Total must equal 100
  • Integrating data sources
  • Automating data preparation/calculations
  • Improving report templates/guidance
  • Streamlining reviews/approvals
  • Training/support on tools/process
  • Clarifying requirements/timelines
  • Enhancing access/permissions to tools
  • Standardizing submission/portals
  • Other
Min per option: 0Whole numbers only
Q13
Long Text
What single change would save you the most time on reporting?
Max 600 chars
Q14
Multiple Choice
Would you be open to piloting a streamlined reporting process next quarter?
  • Yes
  • Maybe
  • No
Q15
Long Text
Do you foresee any risks or barriers to streamlining reporting? Please describe.
Max 600 chars
Q16
Dropdown
What is your primary role?
  • Programs/MEAL
  • Development/Fundraising
  • Finance/Operations
  • Executive/Strategy
  • Communications/Marketing
  • Data/Analytics
  • IT/Product/Engineering
  • Administrative/Support
  • Other/Multiple roles
Q17
Dropdown
How long have you been in your current role?
  • Less than 6 months
  • 6–11 months
  • 1–2 years
  • 3–5 years
  • 6–9 years
  • 10+ years
Q18
Dropdown
How large is your organization (full-time employees)?
  • 1–9
  • 10–24
  • 25–49
  • 50–99
  • 100–249
  • 250–499
  • 500+
Q19
Dropdown
Where are you primarily located?
  • North America
  • Latin America/Caribbean
  • Europe
  • Africa
  • Middle East
  • Asia
  • Oceania
  • Prefer not to say
Q20
Dropdown
What is your typical work setting?
  • On-site
  • Hybrid
  • Remote
  • Field-based
  • Prefer not to say
Q21
Long Text
Any final comments or suggestions related to streamlining reporting?
Max 600 chars
Q22
AI Interview
AI Interview: 2 Follow-up Questions on Reporting Workflows
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Q23
Chat Message
Thanks for sharing your perspective. You're all set—have a great day!

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