Q01
Message
All templatesIndustry-Specific
Personal Values & Life Priorities Assessment
Surfaces what people genuinely value most — career, family, health, growth, community, freedom — and how closely their daily choices match those priorities. Useful for coaches, HR teams, and researchers studying wellbeing or culture fit. The AI follow-up interview digs into the story behind a respondent's top value and any gap between stated priorities and lived time.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q02
Best–Worst Trade-off (MaxDiff)Required
Below are things people often value in life. For each set, pick the one that matters MOST to you and the one that matters LEAST.
- Career achievement
- Family relationships
- Financial security
- Health & wellbeing
- Personal growth & learning
- Community & service to others
- Creativity & self-expression
- Freedom & independence
Pick best & worst per setBest:Matters mostWorst:Matters least
Q03
Point AllocationRequired
If you had 100 points to allocate based on how you'd IDEALLY like to spend your time and energy across these areas of life, how would you split them?
- Career / work
- Family & relationships
- Health & fitness
- Personal growth / learning
- Community & service
- Leisure & creativity
Allocate 100 points
Q04
Opinion ScaleRequired
Thinking about the last few months, how well does your actual day-to-day life align with what you say matters most to you?
Scale: 1 – 10
Min:Not aligned at allMax:Completely aligned
Q05
Multiple Choice
What most recently made you stop and reconsider what matters most to you in life?
- A change at work (new job, promotion, layoff)
- A health scare or diagnosis (yours or a loved one's)
- A relationship change (marriage, breakup, becoming a parent)
- A loss or bereavement
- A move to a new place
- Nothing recent — my priorities haven't shifted
Q06
Rating ScaleRequired
How satisfied are you with the current balance between your work commitments and your personal priorities?
Range: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q07
AI Interview
Ask the respondent to tell the story behind the value they ranked as mattering most in the best-worst exercise: a specific recent moment when that value actually drove a decision. Then probe the gap between their stated top priorities and their real time allocation from the point-allocation question — ask what gets in the way of spending more time on what matters most, and whether that's a temporary constraint or a deeper trade-off they've made peace with. If they say nothing recently made them reconsider their values, ask what it would take to shake up their current priorities.
Q08
Message
Just a few quick background questions — totally optional — and you're done.
Q09
Multiple Choice
What is your age range?
- Under 25
- 25-34
- 35-44
- 45-54
- 55-64
- 65 or older
- Prefer not to say
Q10
Multiple Choice
What is your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q11
Multiple Choice
Which best describes your current employment status?
- Employed full-time
- Employed part-time
- Self-employed
- Unemployed
- Student
- Retired
- Prefer not to say
Q12
Message
Thank you for sharing what matters most to you. Your answers will be combined with others' (never shared individually) to help us understand how people prioritize their lives and where support might help close the gap between values and daily reality.
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
- Goes beyond static ranking questions with an AI follow-up interview that asks respondents to tell the story behind their top-ranked value, surfacing context a form can't capture
- Combines multiple measurement approaches (MaxDiff trade-offs, a constant-sum points allocation, and a satisfaction/alignment scale) to triangulate stated priorities against actual time use
- Explicitly probes the gap between what people say they value and how they actually spend their days, rather than just ranking abstract values
- Includes optional demographic questions and an auto-generated report, making it usable out of the box for coaches, HR teams, and wellbeing/culture-fit researchers
QuestionPro
Life values survey questions + Sample questionnaire templateA sample questionnaire and set of life-values survey questions presented largely as a reference/guide rather than a single ready-to-field instrument. Covers common value categories (career, family, health, etc.) similar to our topic area, but is oriented toward giving question ideas rather than an adaptive interview experience.
What it does well
- Broad library of life-values question examples
- Established survey platform with wide question-type support
- Useful as a starting reference for building a custom values questionnaire
Where it falls short
- No adaptive AI follow-up interviewing to explore the story behind a respondent's top value
- Static question list rather than a scored, ready-to-field template
- No automated per-response quality scoring or transparent AI prompt methodology
Jotform
Personal Values Survey Form TemplateA ready-to-use fielding template for capturing personal values via standard form fields. Good for quick deployment and customization within Jotform's form builder, but limited to fixed questions with no dynamic probing.
What it does well
- Ready-to-field form that can be deployed quickly
- Easy drag-and-drop customization within Jotform's builder
- Integrates with Jotform's broader form ecosystem (payments, notifications, etc.)
Where it falls short
- No adaptive AI interview to dig into the reasoning or story behind a stated top value
- No mechanism to compare stated priorities against actual daily time allocation
- No automated report generation or response quality scoring
SurveyMonkey
Work Life Balance Survey Template & QuestionsA ready-to-field template, but scoped specifically to work-life balance rather than the full range of life values (career, family, health, growth, community, freedom) our template covers — a narrower, adjacent use case. Useful if the sole interest is work/life tension, less so for broader values-and-priorities research.
What it does well
- Ready-to-deploy template on a well-known survey platform
- Focused, easy-to-interpret questions specifically on work-life balance
- Backed by SurveyMonkey's established distribution and analytics tools
Where it falls short
- Narrower scope than a full personal-values assessment — doesn't cover community, freedom, growth as core dimensions
- No adaptive AI follow-up interview to explore the 'why' behind responses
- No transparent prompt methodology or automated quality scoring of open responses
Frequently asked questions
What questions are in the “Personal Values & Life Priorities Assessment” template?
The template includes 12 ready-to-use questions, starting with: “Hi! This short survey explores what matters most to you in life and how well your day-to-day choices reflect that. Your…” · “Below are things people often value in life. For each set, pick the one that matters MOST to you and the one that matter…” · “If you had 100 points to allocate based on how you'd IDEALLY like to spend your time and energy across these areas of li…”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 12 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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