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Annual Planning Priorities, Risks, and Bold Bets Survey

Collects input from every level of the organization on top priorities, resourcing tradeoffs, biggest risks, and the bold bets people would make for next year. An AI follow-up presses into the reasoning, blockers, and resources behind each person's proposed bet, so planning starts with real signal instead of guesses.

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Sample questions

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

13 questions · ~7 min
Q01
Message

Thanks for weighing in on next year's plan. Your priorities, concerns, and ideas genuinely shape what leadership decides to fund. This will take about 6-8 minutes.

Q02
RankingRequired

Rank these potential company priorities for next year from most to least important, in your view.

  1. (Replace with Priority A - e.g., Expand into new markets)
  2. (Replace with Priority B - e.g., Improve product reliability)
  3. (Replace with Priority C - e.g., Grow enterprise sales)
  4. (Replace with Priority D - e.g., Invest in AI capabilities)
  5. (Replace with Priority E - e.g., Strengthen operational efficiency) (Template note: swap in your own draft priorities before launching.)
Drag to rank
Q03
Best–Worst Trade-off (MaxDiff)Required

From this list of potential bets for next year, which would create the most value for the business, and which the least?

  • (Replace with new product/feature bet)
  • (Replace with new market or segment bet)
  • Invest heavily in AI or automation tooling
  • Increase headcount in customer-facing teams
  • Sunset or consolidate an underperforming product line
  • (Replace with a key partnership or channel bet)
  • Redesign the core product experience
  • Build out data and analytics infrastructure
Pick best & worst per setBest:Highest-value betWorst:Lowest-value bet
Q04
Point AllocationRequired

If you had 100 points to allocate across these areas for next year's investment, how would you split them?

  • Product development
  • Sales & marketing
  • Customer support/success
  • Operations & infrastructure
  • People, culture & hiring
  • Research & innovation
Allocate 100 points
Q05
Opinion ScaleRequired

Right now, how confident are you that your team has what it needs to hit an ambitious goal next year?

Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q06
MatrixRequired

For each area, how much of a risk do you see for the business over the next 12 months?

6 rows × 4 columns
  • Talent and retention risk
  • Competitive risk
  • Macroeconomic/market risk
  • Technology or security risk
  • Execution and operational risk
  • +1 more
Columns: Low risk · Moderate risk · High risk · Severe risk
Q07
Multiple ChoiceRequired

What is the single biggest constraint limiting your team's ability to execute well next year?

  • Headcount or staffing
  • Budget
  • Tooling or technology
  • Cross-team dependencies or support
  • Unclear priorities or leadership direction
Q08
Long Text

If you could make one bold bet for the organization next year — something bigger than business as usual — what would it be and why?

Q09
AI Interview

Dig into the respondent's bold bet: what would concretely change day-to-day, what resources, budget, or permission it would require, and what has stopped the organization from doing it already. If they flagged any risk area as 'Severe', ask what a leading indicator of that risk showing up would look like and what mitigation they'd prioritize first. If their bold bet was vague, push for a specific first step someone could take within 90 days.

Q10
Message

Almost done — just a couple of quick optional questions about your role, so we can see how priorities differ across the organization.

Q11
Multiple Choice

Which area of the business do you primarily work in?

  • Product
  • Engineering
  • Sales
  • Marketing
  • Customer success/support
  • Operations
  • People/HR
  • Finance
  • Other
  • Prefer not to say
Q12
Multiple Choice

Which best describes your level?

  • Individual contributor
  • People manager
  • Director/senior manager
  • VP/executive
  • Prefer not to say
Q13
Message

Thank you for the input! Your priorities, risk read, and bold bet feed directly into the planning discussion — leadership will see aggregated results before final decisions are made.

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.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Pairs a open-text bold-bet prompt with a dedicated AI follow-up interview question that digs into what would concretely change day-to-day, blockers, and resources needed — turning a one-line idea into real signal instead of a guess.
  • Uses ranking, best-worst trade-off, and point-allocation (100-point allocation) together so leadership gets forced trade-offs on priorities and investment, not just unranked opinions.
  • Includes a matrix question rating risk across multiple business areas over the next 12 months plus a multiple-choice constraint question, giving a structured risk-and-blocker map alongside the qualitative bets.
  • Closes with optional role/level segmentation (area of business, level) so priorities, risk reads, and bold bets can be cut by who is saying them, without forcing identification up front.

Jotform

Capacity Planning Checklist Form Template

This is a static checklist form focused narrowly on tracking capacity/resource items, not a survey designed to collect organization-wide input on strategic priorities, risks, and bold bets. It's fielding-ready as a form but scoped to operational capacity tracking rather than annual planning strategy. Useful for ops teams doing resource checklists, but not a direct substitute for a cross-level planning-input survey.

What it does well

  • Quick to deploy using Jotform's drag-and-drop form builder
  • Simple, structured checklist format that's easy for respondents to complete fast
  • Backed by Jotform's broad template library and integrations

Where it falls short

  • No adaptive AI follow-up — it's a fixed checklist, so there's no way to probe reasoning, blockers, or resourcing behind any answer
  • No prioritization methodology like ranking, max-diff, or constant-sum allocation for trading off competing priorities
  • No cross-level role/level segmentation or automated per-response quality scoring, and no publicly stated methodology behind the checklist's structure

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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