Data doesn’t lie. The more data you have, the more accurate your decisions can be.
Most businesses know this all too well. ‘Most’ because industry giants like Blockbuster, Curves, and Aéropostale didn’t—their ignorance and oversight regarding customer feedback and shifting preferences led to their demise.
This harsh reality serves as a lesson for all businesses, big and small. To avoid the same fate, organizations need to gather reliable data on their customers, employees, and stakeholders.
This is where surveys come in. They help you understand customer feedback, stakeholder opinions, and employee satisfaction.
With the survey intel, you can anticipate customer needs, predict employee trends, and identify market opportunities before your competitors.
But here’s the rub: To maximize the value of your survey results, you need to turn raw data into actionable insights.
That’s where our free survey results template(s) come in. They’ll help you extract value from your surveys, empowering you to make strategic, data-driven decisions.
5 Free Survey Results Templates
Summarize this article for me pleaseWhat Are Survey Results Templates?
A survey results template is a pre-built framework that helps you organize, analyze, and present your survey data.
With survey templates, you can essentially organize the format and structure of survey reports, ensuring clear and visually appealing presentations. This helps you to effectively communicate your findings and other helpful information without overwhelming your audience.
Plus, a survey results report template—especially those built on top of data analytics or database management tools—even supports data filters and detailed charts, allowing you to create granular reports.
Here’s a breakdown of the common sections that make up a survey results report template:
- Summary: An overview (or TL;DR section) explaining why you conducted the survey and the key findings
- Survey goals and methodology: This includes what you were hoping to learn from the survey and who the target audience is
- Survey process: This can explain which platform you used to create the survey, the distribution strategy (email, social media, third-party sites), and how you plan to analyze it
- Data analysis: The most important section. Here’s where you interpret your data and visualize it to highlight trends and patterns
- Key findings: A bulleted list summarizing the most important takeaways from the survey
- Recommendations: Actionable ideas for your team, like how they can improve a particular process or develop new products
- Appendix: An optional section, this can feature additional information like the survey questionnaire or answer excerpts from open-ended questions
Depending on your work style and internal processes, you can create your survey results template using a document, spreadsheet, presentation, or even a database.
Summarize this article for me pleaseWhat Makes a Good Survey Results Template?
Think of your survey results template as the blueprint for your final survey report. It affects how you sort the survey data and, more importantly, how you display it.
A poorly designed (or clunky) template can make it difficult for you to consolidate data. What’s more, it can confuse your audience, which is the last thing you want when your team leads, managers, (or CXOs) are present at the meeting.
Here are some points to consider when choosing a survey results report template:
- Clear structure: The template should have a logical flow, guiding users through the key sections, such as introduction, data visualization, key findings, and recommendations
- Visual appeal: It should have a clean design and minimal clutter. Bonus points if it allows you to brand it with your company’s logo and colors or use your fonts
- Data visualization: Look for a variety of charts, graphs, and tables so you can present findings in a way that’s easy to grasp
- Drill-down capabilities: If you’re someone who works async, then an option that allows viewers to sort and filter data can be particularly useful
- Customization: Depending on the type of survey, you might want to add extra sections. The survey results template should accommodate this
- Automations: An extremely useful feature—look for a template (or rather a platform) that allows you to sync responses from your feedback form with the report in real time. That way, you don’t have to add each response manually
Finally, you might want to create a collection of survey results templates for different teams or survey types. For example, you can use one survey results template for your HR surveys and another for your customer discovery surveys. This ensures reports resonate with each audience.
Summarize this article for me please5 Free Survey Results Templates to Use in 2024
At ClickUp, we’ve curated a list of five free templates—some department-specific and some generic—to help you uncover key insights and visualize your data effectively.
Here they are.
1. ClickUp Product Feedback Survey Results Template
Product feedback surveys allow you to gather direct customer insights about their experience using your product. This can include things they like, dislike, find confusing, or even the features they’d love to see added to your platform.
Such user research surveys also reveal hidden usability problems that may not be apparent through internal testing.
If you’re used to hosting these product feedback surveys, you also know they’re not a once-and-done process. Rather, you’ll have to repeat the process often and, more importantly, incorporate them in your next product iteration.
This means tracking feedback and setting up a process to address it—and here’s where the ClickUp Product Feedback Survey Template shines.
Here’s how you can use it:
Start by setting up your survey form with ClickUp Forms and sharing it with your users.
As customers start answering the survey, their responses will automatically be added to ClickUp Projects under the ‘Submissions View’. These responses can also be assigned as tasks so you can track their progress and inform customers once the feedback has been addressed.
In the customized ‘Product Ratings View’, you can see how your customers rank your platform based on seven criteria:
- Quality
- Price
- First Use Experience
- Usability
- Customer Service
- Purchase Experience
- Usage Experience
You can group the feedback based on different ratings and view it as a Kanban Board. This gives you a consolidated view of how users respond to your platform, like how many people are satisfied and how many are not.
In short, the ClickUp Product Feedback Survey Template offers a structured and efficient way not just to gather and analyze feedback but also to act on it, leading to better product development and improved user experience.
2. ClickUp Engagement Survey Results Action Plan Template
The next template is specifically for HR teams, especially those who run periodic pulse checks to gauge employee satisfaction levels.
The ClickUp Engagement Survey Results Action Plan Template uses the 4M1E (Man, Machine, Material, Method, Environment) framework to categorize employee feedback and improve workplace engagement.
Built over ClickUp Docs—a collaborative document management tool—the template comes with three sections:
- Overview: To share a quick TL;DR summary of the survey’s goals and findings
- Analysis: This section includes two tables. The first describes the problem, its root cause, and the 4M1E bucket under which it falls. The second elaborates on your solution to address the problem
- Status and recommendations: The final leg, where you can add your key takeaways and track your progress
The document also includes a company section you can brand with your company’s name, logo, and more. You can also leverage some of ClickUp’s other features, such as ClickUp Brain—an AI-powered virtual assistant—to help you edit the survey results report, summarize key findings, or translate it into a different language.
ClickUp Brain can also help you with other tasks, such as breaking down your tables into actionable steps and extracting specific insights from the report based on natural language prompts.
Overall, this template streamlines the process, enabling HR teams to review the employee survey results collaboratively and create an action plan.
3. ClickUp Customer Satisfaction Survey Results Template
Does your Customer Experience (CX) team run satisfaction surveys to understand how happy customers are with the product, service, or overall brand experience? Then, this ClickUp Customer Satisfaction Survey Results Template can be particularly useful for you.
It allows you to manage your survey form and monitor responses from one place.
The survey form includes a question about the support agent’s performance, so you can also assess your support team’s effectiveness and product performance.
It also comes with three default views:
- The Form View, where you can edit and preview the survey form
- The Respondents View, which displays a list of all individual responses
- The Board View, where you can track if a survey was sent to a customer or not
Moreover, you can also create custom views like the ClickUp Gantt Chart view or a dashboard to visualize your survey results. And as the Dashboard has an auto-refresh option, you’ll always have access to the most recent data.
This template empowers CX teams to make data-driven decisions that enhance customer experience and boost retention. Plus, you can visualize trends with real-time dashboards to keep a pulse on customer sentiments at all times.
4. Survey Results Review Meeting Template by SlidesGo
If you’ve done a short survey or want to share the gist with your team at your next meeting and want a slide deck to present your thoughts, then the Survey Results Review Meeting Template by SlidesGo is a perfect option.
It comes with 23 pre-designed slides and allows you to add four sections to your slide deck—a summary, data analysis, key findings, and next steps. It also gives you an assortment of graphic resources for data visualization (such as charts, tables, connectors, and flowcharts) and even industry-specific icons and images so you can create relevant survey reports.
This is a common template for various functional use cases—from marketing to HR, so you can replicate it for any survey without creating presentations from scratch.
5. Survey Results Infographics Template by SlidesGo
This is a presentation template that can be customized in Microsoft PowerPoint, Google Slides, or even Canva. It has a 16:9 ratio, making it suitable for presenting on larger screens and at in-person meetings, in addition to over video calls during remote meetings.
The graphic-heavy model makes it a great template for surveys such as market research, academic theses, research papers, and so on, where you get many responses and depend on data to share your findings.
Over 30 different infographics are available in various designs: bar charts, pie charts, and even world map visualizations. Each is customizable to visualize the data gathered via surveys.
However, this template is solely for visualizing your research data; you’ll have to do the analysis using a different tool.
Summarize this article for me pleaseOrganize Surveys and Uncover Meaningful Insights with ClickUp
While traditional tools like documents and spreadsheets offer flexibility for visualizing survey results, they can be time-consuming, especially for managing multiple surveys or large datasets.
That’s why we recommend ClickUp. It offers a centralized solution to streamline your entire survey workflow.
Create and share surveys with ClickUp Forms, then effortlessly transition to crafting insightful reports with ClickUp Docs. And with built-in charts and data visualization options, you can visualize your data in minutes.
But ClickUp goes beyond simple reporting. For instance, ClickUp Brain empowers you to extract deep insights from your data to identify hidden trends. Even better, your team can analyze the survey report independently.
Ready to simplify survey creation, analysis, and reporting? Sign up to ClickUp for free, and get started immediately.
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