Survey · Marketing
Technology survey template
A workplace technology check that goes past a satisfaction score. People rate each part of their setup, say how much time they lose each week, and only those losing real time are asked to describe the problem. It ends on how they feel about new tools and how they'd like to learn one, which is what you need before any change.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
We're reviewing the tools and devices people use at work. Tell us what helps and what gets in the way. It takes about three minutes.
Which team are you in?
Which devices do you use for work?
Which tools or apps do you rely on most in a normal day?
How confident do you feel using the technology your job needs?
How well does each of these work for you?
In a typical week, how much time do you lose to tech problems or workarounds?
What eats up most of that time? Describe the last time it happened.
When something breaks, how good is the help you get?
How do you prefer to learn a new tool?
When a new tool is introduced, how do you usually feel?
If you could fix or replace one piece of technology you use, what would it be?
Ends with
Thank you, that's a big help
The flow
Where each answer leads. Every route here is editable once the form is yours.
Dropdown
Multi select
Long text
Opinion scale
Matrix
Single select
Long text
Rating
Multi select
Single select
Long text
What this template uses
- Dropdown
- Multi select
- Long text
- Opinion scale
- Matrix
- Single select
- Rating
- 4 branches
Questions to consider
- Which systems should the rating grid name, so people rate the tools you can actually change?
- Is the survey anonymous, and does asking for the team make small teams identifiable?
- Are you planning a specific rollout, and should you ask about that tool directly?
- Who will read the written problems and decide what to fix first?
How to use the responses
Start with the people losing more than an hour a week and read what they wrote, since those are the fixes that pay back fastest. Split the grid by team: a system that gets in the way for support but works for sales usually needs different settings or training, not a replacement. Use the learning preferences and the answers about new tools to plan how you introduce the next change, and tell everyone what you're doing about the top problems.
How to customize and share it
- 1Rename the grid rows to your real systems, such as your CRM, help desk or finance software.
- 2Edit the team list to match your organisation, or remove it if teams are small enough to identify people.
- 3Send the link from someone people trust, say whether answers are anonymous, and give a deadline.
Frequently asked questions
What should a workplace technology survey ask?
Which tools people rely on, how well each works, how much time problems cost, how good support is, and how people prefer to learn something new. That covers both what to fix and how to roll out changes.
Should a technology survey be anonymous?
Usually, yes, so people can criticise tools a manager chose. If you ask for the team, check each team is large enough that nobody can be picked out.
When should I run a technology survey?
Before choosing or replacing a tool, and again a few months after rollout, so you can compare the time lost and the ratings.
Can I adapt this for customers instead of staff?
Yes. Copy the template, change the greeting and swap the team and grid rows for the parts of your product customers use.