All Collections
Use cases
How to create an employee goal-setting survey
How to create an employee goal-setting survey

This survey is designed to gather valuable insights from employees about their motivation, contribution, skills, and goals in the company.

Updated over a week ago

Employee goal-setting surveys are key tools for understanding employee perspectives on goal setting, identifying areas for improvement, and enhancing overall performance.

This survey is ideal for HR professionals, managers, and organizational leaders seeking to enhance employee engagement, align individual goals with company objectives, and optimize the goal-setting process.

To effectively gather valuable insights, asking the right questions is essential.

In addition to these essential questions, you may also consider incorporating additional questions to address specific areas of interest, such as employee engagement, leadership effectiveness, or workplace culture.

🧩 Template:

Employee engagement surveys help businesses collect feedback from their staff about different aspects of the employee experience. These can include leadership, communication, and job satisfaction.

You can use our ready to use templates and customize the fields and questions.

Or, you can create your goal setting survey from scratch;

Step 1: Open your dashboard and create a blank survey

Make your survey from scratch by clicking “New Formaloo”.

There, you have options to create your survey and forms.

Choose 'Form' or 'Survey', whether you want to create a form or a survey. FormLoo offers various options for creating different types of forms.

If you choose to create a survey, FormLoo will automatically generate a default survey with a results page and charts. You can customize this survey later.

Once the form or survey is created, you can click on 'Edit base' to open the default template.

Here, you can edit the questions, add new ones, or customize the design according to your preferences.

Once inside the form builder, click on the '+Add field' option. This will start the creation of a new form where you can use a diverse range of fields, including long text, Net Promoter Score (NPS) fields, CSAT, single-choice, etc.

Long-text field

Use open-ended questions to encourage employees to express their thoughts freely.

For example: these open-ended questions you can use in your goal setting survey:

1. What motivates you the most at work?

2. How have you contributed to reaching your team's objectives?

3. What is the one skill that is harder for you that you could work on?

4. How would you like to use your strengths in the future?

5. What are your career goals with the company?

6. Where do you want to be in 5 years?

7. What obstacles do you face in achieving your goals?

8. What suggestions do you have for improving the goal setting process?

Employee feedback is valuable for refining the goal-setting process and making it more effective overall. This open-ended questions invite suggestions for improvement.

Score field

NPS fields can provide quantifiable insights into their sentiments.

A score field allows you to rate your response on a scale of 0 to 10. You can set the maximum and minimum values for this field to customize the range of responses.

For example, if you want to rate your manager's support for goal setting on a scale of 1 to 5, you would set the maximum value to 5 and the minimum value to 1.

For questions like these, you can use score field:

1. How would you rate your manager's support for goal setting?

2. How would you rate your goals in terms of SMART principles (Specific, Measurable, Achievable, Relevant, Time-bound)?

By using NPS(score) field type for these questions, you can gather quantitative data on employee perceptions of their manager's support for goal setting and the SMARTness of their goals. This data can be used to identify areas for improvement and make informed decisions about goal setting practices.

Consider including CSAT fields for additional feedback if needed.

Step 2: Customize your survey

Navigate to the settings options through the right menu to change the appearance and structure of your survey form.

A well-customized form not only reflects your organizational identity but also increases engagement and response quality.

Step 3: Get notified

Enable email notifications and specify the email addresses that should receive alerts upon survey completion.

You can also create and customize your email templates and send custom emails to your submitters.

Step 4: Publish and share your survey

Once your survey is finely tuned and ready for deployment, click the 'View' button to copy the link and make it accessible to your employees.

Send the direct link, or use the options provided by Formaloo to seamlessly embed it into your website.

Share the survey link through internal communication channels, emails, or any other preferred method to maximize participation.

Step 5: See the results in real time

You can access views of the survey results, including tables, charts, and graphs. Monitor responses as they stream in, allowing you to get valuable information quickly.

Regularly check and analyze the results to make informed decisions, identify patterns, and understand employee perspectives better.

The various visualization options facilitate understanding of the data, empowering you to shape effective strategies for employee goal-setting.

🧩 Template:

The leadership evaluation survey could have questions on several leadership skills like delegation, conflict solution, issue solving, communication, and team management. It can also ask about the leader's specific power and job responsibilities.

Did this answer your question?