Q01
Message
All templatesStrategy & Transformation
Leadership Alignment on AI Strategy Pulse Check
A short pulse check for executive and senior leadership teams that surfaces where AI strategy is genuinely shared versus quietly contested — covering clarity, priorities, budget trade-offs, and adoption stage. An AI follow-up interview digs into the specific decision or disagreement behind the lowest-rated alignment statement instead of settling for a vague 'somewhat aligned' score.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
Opinion ScaleRequired
How clear is our organization's AI strategy to you personally?
Scale: 1 – 7
Min:Not clear at allMax:Completely clear
Q03
MatrixRequired
How much do you agree with each of the following statements about our leadership team's alignment on AI?
5 rows × 5 columns
- Leadership agrees on the top 2-3 AI use cases to prioritize
- We've allocated sufficient budget to execute our AI plans
- Roles and decision rights for AI initiatives are clear
- We have a shared view of acceptable AI risk and governance
- Leadership communicates a consistent AI narrative to the rest of the organization
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
Best–Worst Trade-off (MaxDiff)Required
Which of these AI investment areas matter most for our strategy right now?
- Customer experience & engagement
- Internal productivity & automation
- New product or revenue innovation
- Risk, compliance & governance
- Talent capability & AI literacy
- Data & infrastructure readiness
- Competitive differentiation
Pick best & worst per setBest:Most important nowWorst:Least important now
Q05
Point AllocationRequired
If you had 100 points of budget to allocate across these AI-related priorities for the next 12 months, how would you split them?
- Customer-facing AI products/features
- Internal productivity & automation tools
- Data & infrastructure investment
- Risk, compliance & governance
- Talent, training & change management
Allocate 100 points
Q06
Multiple ChoiceRequired
Which best describes our organization's current stage of AI adoption?
- Exploring / early pilots only
- Scaling a few proven use cases
- AI embedded in core workflows
- Still mostly conceptual / no active projects
- Not sure
Q07
Rating ScaleRequired
How confident are you that we'll achieve our stated AI strategy goals in the next 12 months?
Range: 1 – 5
Min:Not at all confidentMax:Extremely confident
Q08
Multiple ChoiceRequired
What's the biggest barrier to better leadership alignment on AI right now? (Select up to two)
- Unclear or competing business priorities
- Insufficient budget or resources
- Unclear ownership / decision rights
- Gaps in AI skills or literacy on the leadership team
- Data or technical readiness
- Differing risk tolerance across leaders
- Lack of a shared success metric
Q09
AI Interview
Identify which alignment statement the respondent rated lowest and probe concretely: what specific decision, budget line, or use case is leadership actually disagreeing about, who holds the opposing view, and how it connects to the barrier they selected. If they rated everything highly, stress-test that by asking for a recent example where leadership's AI priorities visibly conflicted. Close by asking what decision needs to get made in the next 30 days to move alignment forward.
Q10
Long Text
What is the one decision our leadership team needs to make about AI in the next quarter that we keep avoiding or delaying?
Q11
Multiple Choice
Which best describes your role level?
- C-suite / executive leadership
- Senior VP / VP
- Director
- Senior manager
- Other leadership role
- Prefer not to say
Q12
Multiple Choice
Which function do you primarily represent?
- Technology / Engineering
- Product
- Operations
- Finance
- Marketing / Sales
- HR / People
- Legal / Risk / Compliance
- Other
- Prefer not to say
Q13
Message
Thanks for your candid input. Responses are aggregated into a leadership alignment report — no individual answers are attributed by name — to help focus our next AI strategy conversation.
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
- Goes beyond generic leadership check-ins by focusing specifically on AI strategy: clarity, priorities, budget trade-offs, and adoption stage, using a matrix, max-diff, and constant-sum allocation to surface real trade-off thinking, not just satisfaction scores
- Pinpoints the exact alignment statement each respondent rated lowest and runs an AI follow-up interview that probes the specific decision or disagreement behind it, instead of stopping at a vague 'somewhat aligned' number
- Segments results by role level and function so leadership can see whether misalignment is company-wide or concentrated in specific groups, alongside an open question forcing respondents to name the one AI decision leadership must make next
- Automatically aggregates responses into a leadership alignment report, saving the manual synthesis work that static survey exports require
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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