Q01
Long Text
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Nonprofit Reporting Workflow Staff Assessment
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
23 questions · ~4 min
Q02
Multiple Choice
In the past 60 days, which types of reports did you contribute to? Select all that apply.
Q03
Multiple Choice
Across your last two reporting cycles, which issues created the most difficulty? Select up to five.
Q04
Multiple Choice
Which tools did you use for reporting in the last 3 months? Select all that apply.
Q05
Long Text
Rank the following improvement areas by potential impact on your reporting workflow next quarter (1 = highest impact). Select your top five.
Q06
Long Text
What is your primary role?
Q07
Long Text
Based on your responses in this survey, please share any additional thoughts or suggestions about streamlining reporting at your organization.
Q08
Long Text
Over the past 6 months, what best describes your typical reporting cadence?
Q09
Long Text
Overall, how burdensome were your reporting tasks in the past month?
Q10
Long Text
For your last major report, how many distinct data sources did you pull from?
Q11
Long Text
What single change would save you the most time on reporting?
Q12
Long Text
How long have you been in your current role?
Q13
Long Text
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!
Q14
Long Text
In the past 4 weeks, approximately how many hours per week did you spend on reporting tasks?
Q15
Long Text
Rank the following reporting stages by where delays most often occur (1 = most frequent delay).
Q16
Long Text
How satisfied are you with the report templates and guidance you used in the past 6 months?
Q17
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.
Q18
Long Text
How large is your organization (full-time employees)?
Q19
Multiple Choice
Which of the following reporting steps are still mostly manual in your current workflow? Select all that apply.
Q20
Multiple Choice
Would you be open to piloting a streamlined reporting process next quarter?
Q21
Long Text
Where are you primarily located?
Q22
Long Text
What barriers or concerns, if any, do you foresee with streamlining your reporting process?
Q23
Long Text
What is your typical work setting?
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.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.