--- generated_by: surveylegend-page-markdown title: Process Improvement Survey Template | SurveyLegend description: Find workflow delays and unclear handoffs with a process improvement survey. Review questions, customize the AI prompt, and plan your next change. canonical: https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/process-improvement-template/ --- # 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. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/process-improvement-template/#try-template) Preview on a device Show the desktop survey preview Show the tablet survey preview Show the mobile survey preview ![Process Improvement Survey: first question and response field, desktop preview](https://www.surveylegend.com/survey-template-media/previews/process-improvement-template-preview.avif) ![Process Improvement Survey: first question and response field, tablet preview](https://www.surveylegend.com/survey-template-media/previews/process-improvement-template-preview-tablet.avif) ![Process Improvement Survey: first question and response field, mobile preview](https://www.surveylegend.com/survey-template-media/previews/process-improvement-template-preview-mobile.avif) Process Improvement Survey [Preview](https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/process-improvement-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fbusiness-operations-surveys%2Fprocess-improvement-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fbusiness-operations-surveys%2Fprocess-improvement-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fbusiness-operations-surveys%2Fprocess-improvement-template%2F\&text=Process%20Improvement%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fbusiness-operations-surveys%2Fprocess-improvement-template%2F\&title=Process%20Improvement%20Survey%20Template) 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](https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/agile-maturity-assessment-form-template/) template. **Create your process improvement survey in SurveyLegend** 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. ## 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. Try the survey ## A little feedback. A clearer picture. Explore this 7-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 7 ### Process Improvement Survey 01 During the past month, how often did you use this process? Choose one answer, or skip this question. Not at all Once A few times About weekly Most working days 02 How clear was the next step when work reached you? Choose one answer, or skip this question. Very unclear Somewhat unclear Neither clear nor unclear Somewhat clear Very clear Not applicable 03 How often did the process stop while you waited for something? Choose one answer, or skip this question. Never Rarely Sometimes Often Always Not applicable 04 What was the main obstacle? Choose one answer, or skip this question. Missing information Waiting for approval Tool limitations Unclear ownership Repeated work Another obstacle No obstacle Not sure 05 Which step created the most difficulty? Share your answer, or skip this question. 06 What change would make that step easier? Share your answer, or skip this question. 07 What currently works well and should stay? Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## 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. [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download PDF](https://www.surveylegend.com/downloads/survey-templates/process-improvement-template.pdf) Export process improvement survey template as PDF ## 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. AI prompt for a process improvement survey [Use prompt directly in SurveyLegend](https://www.surveylegend.com/register/) Create a free account, then paste the copied prompt into SurveyLegend. Already have an account? [Sign in to create your process improvement survey.](https://app.surveylegend.com/login/) ## 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. ## Frequently asked questions ### 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. Business operations Survey Templates 1. [![Preview of the Agile Maturity Assessment Form demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/agile-maturity-assessment-form-demo-preview.avif) Agile Maturity Assessment Form Template Business operations Use this agile maturity assessment form template to examine how your software team works and choose a practical improvement. Eight questions ask about recent delivery, user feedback, sustainable pace, and follow-through. Customize the form in SurveyLegend before a retrospective, then discuss the examples behind the answers rather than assigning the team a maturity label.](https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/agile-maturity-assessment-form-template/) 2. [![Preview of the Partner Satisfaction Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/partner-satisfaction-template-preview.avif) Partner Satisfaction Survey Template Business operations A partner relationship involves more than a transaction. Expectations, access to the right person, and the handling of shared work all shape the experience. Ask about these separately so a general satisfaction rating does not hide a fixable coordination issue.](https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/partner-satisfaction-template/) 3. [![Preview of the Post-Project Assessment Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/post-project-assessment-template-preview.avif) Post-Project Assessment Survey Template Business operations Closeout is a useful time to capture what people would repeat and what they would change. Give contributors a shared project name and completion date so their comments refer to the same work. Review the answers while the details are still fresh.](https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/post-project-assessment-template/) 4. [![Preview of the Weekly Status Report demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/weekly-status-report-template-preview.avif) Weekly Status Report Template Business operations A useful weekly update makes action clear without turning into a diary. Ask what moved forward, what comes next, and where a decision is needed. Keep the reporting period visible so team members are not mixing updates from different weeks.](https://www.surveylegend.com/survey-examples-templates/business-operations-surveys/weekly-status-report-template/) Free survey maker ## Start creating surveys today *for free* Create and bring your ideas to life with the survey tool used by people all over the world. [Get started for free ](https://app.surveylegend.com/register/)[Book a demo](https://www.surveylegend.com/schedule-a-demo-of-surveylegend/) Academic research survey ### Ready to collect better research data? Create academic surveys and questionnaires from ready-made templates. 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[Start free](https://app.surveylegend.com/register/) to create your process improvement survey and adapt the questions to your audience. [*Self-serve* Start free Create your first survey in minutes **Start free** ](https://app.surveylegend.com/register/)[*Guided help* Book a demo Talk with a SurveyLegend expert and choose the right plan. **Book a demo**](https://www.surveylegend.com/schedule-a-demo-of-surveylegend/)