Q01
Message
All templatesFinance & Insurance
Forecast Confidence & Scenario Planning Assessment
Assesses team confidence in operational forecast accuracy, input quality, and scenario planning practices across functions. Designed for cross-functional teams to identify forecasting gaps, process bottlenecks, and planning improvement priorities.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
21 questions · ~10 min
Q02
Multiple Choice
Which of the following best describes your involvement with operational forecasts?
- I help create forecasts
- I use forecasts but don't create them
- I rarely or never use forecasts
Q03
Opinion Scale
How confident were you in the accuracy of forecasts used in your area during the last quarter?
Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q04
Dropdown
How often were forecasts updated in your area during the last quarter?
- Real-time or daily
- Weekly
- Bi-weekly
- Monthly
- Quarterly
- Less often than quarterly
- Only ad hoc
Q05
Message
The following questions shift focus to scenario planning exercises conducted over the past 6 months.
Q06
Long Text
If you could improve one thing about your area's forecasts or scenario planning inputs next quarter, what would you prioritize?
Q07
Dropdown
Which function or area do you primarily support?
- Operations
- Supply Chain
- Sales
- Marketing
- Finance
- Product
- Engineering
- Customer Support
- People/HR
- IT
- Other (please specify)
Q08
Message
Thank you for completing this survey. Your input will directly inform improvements to our forecasting processes and scenario planning practices.
Q09
Dropdown
What is the primary time horizon you focus on for forecasts in your area?
- Within-week
- Weekly
- Monthly
- Quarterly
- 6–12 months
- 12+ months
- Not applicable
Q10
Opinion Scale
How would you rate the overall accuracy of your area's primary forecast last quarter?
Scale: 1 – 7
Min:Very inaccurateMax:Very accurate
Q11
Multiple Choice
Which of the following were the top obstacles to confident forecasting in your area? Please select up to 3.
- Unclear or misaligned assumptions
- Data latency or quality issues
- High external volatility
- Limited cross-functional coordination
- Inadequate tools or automation
- Unclear ownership or governance
- Scenario ranges too narrow
- Insufficient domain expertise
- Other (please specify)
Q12
Multiple Choice
In the last 6 months, how often did your area conduct scenario planning exercises?
- Not at all
- Once
- Twice
- Quarterly
- Monthly or more often
Q13
AI Interview
We'd like to explore your forecasting and scenario planning experience in a bit more depth. An AI moderator will ask you a couple of follow-up questions based on your responses.
Q14
Dropdown
What is your role level?
- Individual contributor
- Manager
- Director
- VP or above
Q15
Opinion Scale
How confident were you in the quality of historical and internal data used as forecast inputs last quarter?
Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q16
Opinion Scale
How clear were the key assumptions and drivers used in your area's most recent scenario planning exercise?
Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q17
Dropdown
How long have you been in your current role?
- Less than 1 year
- 1–2 years
- 3–5 years
- 6–10 years
- More than 10 years
Q18
Opinion Scale
How confident were you in the quality of external market and economic data used as forecast inputs last quarter?
Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q19
Opinion Scale
How useful were the outputs from your area's most recent scenario planning exercise for decision-making?
Scale: 1 – 7
Min:Not at all usefulMax:Extremely useful
Q20
Dropdown
Which region do you primarily work in?
- Americas
- EMEA
- APAC
Q21
Opinion Scale
How confident were you in the quality of cross-functional input and expert judgment used in forecasts last quarter?
Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
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
- Combines structured opinion-scale ratings on forecast accuracy, data quality, and cross-functional input with an AI follow-up interview that adaptively probes low-confidence areas in the respondent's own words
- Separates confidence in historical/internal data from confidence in external market data and expert judgment, giving forecasting teams a more diagnostic breakdown than a single generic rating
- Includes dedicated scenario-planning questions (frequency, clarity of assumptions, usefulness of outputs) alongside an open-text prompt for improvement priorities, plus role/function/tenure/region segmentation for cross-functional analysis
- Automatically scores response quality and generates a report, so results on forecasting gaps and planning bottlenecks are ready for review without manual tallying
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
Related templates
More studies from the same category.
Finance & Insurance
Consumer Financial Confidence, Savings & Debt Stress Survey
Measures household financial confidence, savings buffer adequacy, debt stress, and behavioral coping strategies. Designed for consumer research panels to track financial resilience and segment by financial health.
View templateFinance & Insurance
Banking CX Survey: Financial Guidance, Risk Tolerance & Channel Preferences
Measures banking customers' channel usage and satisfaction, financial guidance needs and format preferences, and investment risk tolerance to inform CX strategy and product development.
View templateFinance & Insurance
DAO Governance Satisfaction & Participation Survey
Measures member satisfaction with proposal processes, voting experience, and treasury transparency in decentralized communities. Designed to identify participation barriers, trust gaps, and priority improvements for governance leads.
View templateFinance & Insurance
Crypto Wallet Setup & Recovery UX Study
Evaluates user comprehension, confidence, and preferences around non-custodial wallet setup flows, seed phrase recovery, and network fee transparency to identify UX friction points and reduce drop-off.
View templateFinance & Insurance
Mortgage Loan Application Experience Survey
Captures how borrowers experienced applying for a mortgage — from documentation and communication to rate transparency and closing timeline — for lenders and brokers who want to cut friction out of the process. An AI follow-up interview digs into the single biggest pain point each borrower hit, reconstructing exactly what happened instead of a vague complaint.
View templateFinance & Insurance
Flood Insurance Risk Perception & Purchase Drivers Survey
Measures how homeowners and renters perceive flood risk, what actually drives them to buy, renew, or skip flood insurance, and how they react to different premium price points. An AI follow-up interview reconstructs the real story behind each respondent's most recent coverage decision instead of just the policy status they select — ideal for insurers, agents, and public risk-communication teams.
View template