Survey Templates

Survey templates are reusable sets of questions with their framework lineage attached. Use one as the starting point for a new questionnaire instead of writing every item from scratch.

Two kinds are available to you:

• Framework questionnaires — one template for each framework in the catalogue, covering recognised frameworks such as PERMA, the JD-R model and Self-Determination Theory. Every item records the framework and source it came from, so the provenance travels with your questionnaire.
• Starting points — broader templates for common exercises: a baseline employee experience survey, a pulse, onboarding, exit, 360 feedback, DEI and inclusion, and change readiness.

Using a template

Templates are applied when you create a questionnaire, not when you create a survey.

1. Go to Questionnaires > New
2. Choose a template from the list — the title and description are filled in for you, and you can change either
3. Create the questionnaire

The template's questions are added in order, each carrying its framework and source. From there it is an ordinary questionnaire: add, edit, reorder or remove items in the builder, then take it through review and approval as usual.

Applying a template appends its questions after anything already in the questionnaire, so you can combine two templates or add a template's items to a questionnaire you have already started.

Browsing templates

Tools > Templates lists every template available to you with its category, question count, estimated completion time and the frameworks it draws on. Open one to read its questions before deciding to use it. The item frameworks pages also link to the templates built on each framework.

Creating your own

Survey Templates > New lets you compose a template by hand, choosing a framework for each item so the lineage is recorded. This is worth doing when your organisation has a question set it reuses across clients or survey rounds.

Note that templates you create are saved as drafts and are not yet offered in the questionnaire picker — publishing and editing controls are still to come. For now, the practical way to reuse your own question set is to duplicate an existing questionnaire.

When to use one

Reach for a template whenever you want an evidence-based starting point rather than a blank page, or when consistency matters — running the same questionnaire across rounds or clients makes results genuinely comparable, and the recorded framework lineage means you can always show where a question came from.