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Operations & Data

Data Literacy & Self-Service Analytics Adoption Assessment

An internal assessment for measuring employees' data literacy, self-service analytics confidence, tool adoption, and support needs — designed to surface skill gaps, trust issues, and barriers that inform data-enablement strategy.

Sample questions

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

22 questions · ~10 min
Q01
Message

Welcome to the Data Literacy & Self-Service Analytics Survey. This survey is designed to understand how you find, use, and analyze data in your day-to-day work. Your responses will help us identify gaps in tools, training, and support so we can better enable a data-driven culture. • Participation is voluntary and you may stop at any time. • All responses are anonymous and will be reported only in aggregate. • There are no right or wrong answers — we are interested in your honest experience. • Estimated time: 6–8 minutes. Please click Next to begin.

Q02
Opinion Scale

How would you rate your overall proficiency with data analysis and data tools?

Scale: 17
Min:NoviceMax:Expert
Q03
Dropdown

In a typical week, approximately how much time do you spend finding, preparing, or cleaning data before you can use it?

  • Less than 15 minutes
  • 15–30 minutes
  • 31–60 minutes
  • 1–2 hours
  • 2–4 hours
  • More than 4 hours
  • I don't do this type of work
Q04
Opinion Scale

How would you rate your current ability to create charts or visualizations from raw data?

Scale: 17
Min:Cannot do thisMax:Very proficient
Q05
Ranking

Please rank the following barriers by how much they limit your use of data. Place the biggest barrier at the top.

  1. Limited tool access or permissions
  2. Unclear metric definitions
  3. Tool complexity or steep learning curve
  4. Data quality or freshness issues
  5. Not enough time
  6. Not sure where to start
  7. Worried about making a mistake
Drag to rank
Q06
Opinion Scale

How confident are you in your ability to use self-service analytics tools to answer work-related questions?

Scale: 17
Min:Not at all confidentMax:Extremely confident
Q07
Ranking

Please rank the following support options by how helpful they would be for improving your data skills and workflows. Place the most helpful at the top.

  1. Live training or workshops
  2. Office hours with the data team
  3. How-to guides and documentation
  4. Templates or prebuilt dashboards
  5. Improved data catalog or search
  6. Faster or more reliable data refreshes
  7. Streamlined access or permissions
Drag to rank
Q08
Long Text

Based on your responses in this survey, please share any additional thoughts about your experience with data tools, data skills, or self-service analytics at our organization. (Optional)

Q09
Dropdown

Which best describes your primary role or function?

  • Engineering
  • Product Management
  • Design or UX
  • Marketing
  • Sales
  • Customer Success or Support
  • Operations
  • Finance
  • HR or People
  • IT or Security
  • Other (please specify)
Q10
Message

Thank you for completing this survey! Your responses are anonymous and will be used in aggregate to improve data tools, training, and support across the organization. If you have urgent data needs, please reach out to your data team directly.

Q11
Dropdown

In a typical work week, how often do you analyze or use data as part of your role?

  • Several times a day
  • About once per day
  • A few times per week
  • About once per week
  • Less than once per week
  • I do not regularly use data in my role
Q12
Multiple Choice

Which of the following tools have you used in the last 30 days to explore or report on data? Select all that apply.

  • Spreadsheets (Excel, Google Sheets)
  • BI dashboards (Tableau, Power BI, Looker)
  • Product analytics (Amplitude, Mixpanel)
  • SQL tools (e.g., Snowflake/BigQuery clients)
  • Notebooks (Jupyter, RStudio)
  • Data catalog or lineage tool
  • CRM or marketing analytics
  • Visualization builders (Looker Studio, Data Studio)
  • Other tool (please specify)
Q13
Opinion Scale

How would you rate your current ability to write or modify a data query (e.g., SQL)?

Scale: 17
Min:Cannot do thisMax:Very proficient
Q14
Opinion Scale

How clear are the data governance and usage guidelines that apply to your role?

Scale: 15
Min:Very unclearMax:Very clear
Q15
Opinion Scale

How much do you trust the accuracy of the data you typically use in your work?

Scale: 17
Min:Do not trust at allMax:Trust completely
Q16
AI Interview

We'd like to learn more about your day-to-day experience with data. Please describe a recent situation where you needed to find or analyze data to make a decision — what went well and what was frustrating?

Q17
Dropdown

How long have you been at the company?

  • Less than 6 months
  • 6–12 months
  • 1–2 years
  • 3–5 years
  • More than 5 years
Q18
Opinion Scale

How easy is it to find the right dataset or dashboard when you need it?

Scale: 17
Min:Very difficultMax:Very easy
Q19
Opinion Scale

How would you rate your current ability to interpret a dashboard or report and draw actionable conclusions?

Scale: 17
Min:Cannot do thisMax:Very proficient
Q20
Dropdown

Where are you primarily located?

  • Americas
  • EMEA
  • APAC
  • Multiple regions
  • Prefer not to say
Q21
Opinion Scale

How easy is it to find clear, agreed-upon definitions for the key metrics you use?

Scale: 17
Min:Very difficultMax:Very easy
Q22
Dropdown

Are you a people manager?

  • Yes
  • No
  • Prefer not to say

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.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Includes an adaptive AI follow-up interview that asks employees to describe their day-to-day data experience in their own words, going beyond fixed-choice questions to probe specifics and follow up on vague answers
  • Combines opinion-scale ratings across distinct skill dimensions (overall proficiency, chart-building, query writing, dashboard interpretation) so gaps can be pinpointed by skill type rather than a single blended score
  • Uses ranking questions to force prioritization of barriers to data use and of support options, giving clearer signal for data-enablement strategy than simple multiple-choice checklists
  • Captures role, tenure, location, and manager status via dropdowns for segmentation, plus an open-text reflection question, all wrapped in a transparent, anonymous framing communicated to respondents

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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