Process Improvement Survey Template

This process improvement survey collects feedback from people who carry out a recurring workflow. Find unclear handoffs, repeated delays, and changes worth testing before redesigning the process.

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Process Improvement Survey: first question and response field, desktop preview — Process Improvement Survey Preview

Process Improvement Survey: first question and response field, tablet preview — Process Improvement Survey Preview

A workflow can look straightforward on paper while requiring workarounds every day. Ask the people completing it where work slows down and what they need to move it forward. Keep the survey focused on one named process so the answers point to changes an owner can make.

When to use this process improvement survey

Operations managers and team leads can use this questionnaire before revising a recurring process. It covers the work itself, rather than employee satisfaction or a review of one completed project.

For a broader review of team practices, use our agile maturity template.

7 questions for your process improvement survey

Use these 7 questions as a starting point. All fields are optional; choose one answer where choices are listed. Leave an irrelevant open field blank.

Respondent introduction:
Think about the named process during the past month. Answer only about steps you have used. Do not include customer details or other people’s names.

How to customize your process improvement survey

Name the start and end of the workflow, such as receiving a request through confirming completion. Keep the past-month period or replace it consistently. Invite people from each handoff, including those who only handle one step. Explain who will read comments and ask for examples without customer or coworker names. Before sharing widely, try the questions with a few people from the intended audience and clarify anything they interpret differently.

Printable process improvement survey template

Use this printable process improvement survey template during a team process review or a shift handover. It includes the same questions and space to write, giving people who prefer paper or are less comfortable online another way to take part. SurveyLegend helps you offer both formats. Tell respondents where to return the completed form and who will review it. Paper answers need a separate review or manual entry process; they are not automatically added to online responses.

AI prompt for a process improvement survey

Use these questions to find the workflow step your team should review next.

The full prompt below specifies your process improvement survey, including all 7 questions and response settings. Copy it, register for a free SurveyLegend account, and paste it into SurveyLegend’s AI survey creation tool. Review the result and add your organization’s details before sharing.

Create a process improvement survey in SurveyLegend using the exact questionnaire below.

Purpose: Use these questions to find the workflow step your team should review next.

Creator setup before sharing:
Name one workflow, its start/end, respondent roles, and the past-month period. This is workflow feedback, not a maturity score.

Requirements:
- Include exactly 7 fields in the order shown. Preserve wording, field types, choice order, and optional settings verbatim.
- Show every field. Single choice means one selection. Preserve instructions for irrelevant fields; do not invent branching.
- Do not add questions, answers, scores, outcome predictions, certifications, or promises of anonymity.
- Do not invent organization details, dates, offer prices, a concept card, a job criterion, or other required context. Ask the creator for missing setup information before the survey is shared.
- This prompt creates a draft questionnaire. It does not process transactions, change accounts, issue tickets, publish testimonials, or make employment decisions.
- If an exact field or setting is unavailable, explain the limitation separately rather than silently changing it.

Respondent introduction:
Think about the named process during the past month. Answer only about steps you have used. Do not include customer details or other people’s names.

Exact questionnaire:

1. During the past month, how often did you use this process?
Field type: Single choice
Answer choices, in order:
- Not at all
- Once
- A few times
- About weekly
- Most working days
Required: No
Display rule: Always

2. How clear was the next step when work reached you?
Field type: Single choice
Answer choices, in order:
- Very unclear
- Somewhat unclear
- Neither clear nor unclear
- Somewhat clear
- Very clear
- Not applicable
Required: No
Display rule: Always

3. How often did the process stop while you waited for something?
Field type: Single choice
Answer choices, in order:
- Never
- Rarely
- Sometimes
- Often
- Always
- Not applicable
Required: No
Display rule: Always

4. What was the main obstacle?
Field type: Single choice
Answer choices, in order:
- Missing information
- Waiting for approval
- Tool limitations
- Unclear ownership
- Repeated work
- Another obstacle
- No obstacle
- Not sure
Required: No
Display rule: Always

5. Which step created the most difficulty?
Field type: Long text
Answer choices: none; respondent enters their own text.
Required: No
Display rule: Always

6. What change would make that step easier?
Field type: Long text
Answer choices: none; respondent enters their own text.
Required: No
Display rule: Always

7. What currently works well and should stay?
Field type: Long text
Answer choices: none; respondent enters their own text.
Required: No
Display rule: Always

Compare every field with this specification before finishing. Report differences separately. Ask the creator to review the draft and required context before sharing. Do not publish automatically.

Use prompt directly in SurveyLegend

Create a free account, then paste the copied prompt into SurveyLegend.

Already have an account? Sign in to create your process improvement survey.

How to use the answers

Group the main obstacles before choosing a process change. Frequent delays with unclear next steps suggest a handoff problem; clear instructions with repeated waits may require a capacity review. Use comments to locate the affected step, then assign an owner to investigate. Compare a later survey using the same process boundary; feedback alone does not measure time saved.

Who should answer a process improvement survey?

Invite people who perform, receive, or hand off the work. A manager’s view alone may miss delays between teams.

Can this survey calculate process efficiency?

No. It records reported experiences. Combine findings with separately collected workflow timings or error records when those measures are needed.

Should we survey several workflows together?

Use a separate version for each workflow when its steps or owners differ. Otherwise a delay rating may be difficult to act on.

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Process Improvement Survey Template

When to use this process improvement survey

7 questions for your process improvement survey

A little feedback. A clearer picture.