Diagnoses reporting pain points, tool gaps, and workflow bottlenecks among nonprofit staff to inform targeted operational improvements. Designed for 6–8 minute completion by any staff member involved in organizational reporting.
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
Template Overview
23
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
Welcome to the Reporting & Workflow Assessment.
This survey asks about your recent experiences with reporting tasks — the tools you use, where delays occur, and what could be improved. Your responses will be used in aggregate to identify operational improvements.
• Participation is voluntary and you may stop at any time.
• All responses are confidential and will be reported in aggregate only.
• There are no right or wrong answers — we want your honest perspective.
• Estimated time: 6–8 minutes.
Please proceed when you're ready.
Q2
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 (please specify)
Q3
Dropdown
Over the past 6 months, what best describes your typical reporting cadence?
Weekly
Biweekly
Monthly
Quarterly
Biannually
Annually
Ad hoc/irregular
Q4
Dropdown
In the past 4 weeks, approximately how many hours per week did you spend on reporting tasks?
Less than 1 hour
1–3 hours
4–6 hours
7–10 hours
11–15 hours
16–20 hours
More than 20 hours
Q5
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
Q6
Opinion Scale
Overall, how burdensome were your reporting tasks in the past month?
Range: 1 – 5
Min: Not at all burdensomeMid: NeutralMax: Extremely burdensome
Q7
Ranking
Rank the following reporting stages by where delays most often occur (1 = most frequent delay).
Drag to order (top = most important)
Collecting data from sources/partners
Cleaning/validating data
Analysis/calculations
Drafting narrative/visuals
Review and approvals
Formatting/exporting/publishing
Submission process/portals
Q8
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 (please specify)
Q9
Dropdown
For your last major report, how many distinct data sources did you pull from?
1
2–3
4–5
6–8
9–12
More than 12
Q10
Opinion Scale
How satisfied are you with the report templates and guidance you used in the past 6 months?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q11
Multiple Choice
Which of the following reporting steps are still mostly manual in your current workflow? Select all that apply.
Collecting data from sources/partners
Cleaning/validating data
Analysis/calculations
Drafting narrative/visuals
Review and approvals
Formatting/exporting/publishing
Submission process/portals
None — most steps are automated
Q12
Ranking
Rank the following improvement areas by potential impact on your reporting workflow next quarter (1 = highest impact). Select your top five.
Drag to order (top = most important)
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
Q13
Long Text
What single change would save you the most time on reporting?
Max chars
Q14
AI Interview
We'd like to explore your ideas for improving reporting workflows in a bit more detail. An AI moderator will ask you a couple of follow-up questions based on your responses.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 4
Q15
Multiple Choice
Would you be open to piloting a streamlined reporting process next quarter?
Yes
Maybe — I'd need more information
No
Q16
Long Text
What barriers or concerns, if any, do you foresee with streamlining your reporting process?
Max chars
Q17
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
Prefer not to say
Q18
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
Q19
Dropdown
How large is your organization (full-time employees)?
1–9
10–24
25–49
50–99
100–249
250–499
500+
Q20
Dropdown
Where are you primarily located?
North America
Latin America/Caribbean
Europe
Africa
Middle East
Asia
Oceania
Prefer not to say
Q21
Dropdown
What is your typical work setting?
On-site
Hybrid
Remote
Field-based
Prefer not to say
Q22
Long Text
Based on your responses in this survey, please share any additional thoughts or suggestions about streamlining reporting at your organization.
Max chars
Q23
Chat Message
Thank you for sharing your perspective! Your responses will help us identify actionable improvements to our reporting processes. All data will be analyzed in aggregate.
You're all set — have a great day!
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