A planning questionnaire revolves around several aspects of organizational planning and strategy. It takes into account what type of organizational planning system is available and what can be implemented in the near future. The planning questionnaire is normally filled by employees of an organization from various departments including marketing, research, R&D, administration, HR, and sales. The results of the questionnaire helps marketing and planning teams to formulate strategies that augment the existing processes in the company and help define future goals and objectives.

A planning questionnaire is integral to the marketing, sales, processes, and annual profit of an organization. It mainly consists of three sections, which are:

  • Participant’s Information: This section of the planning questionnaire provides information regarding the participant like name, designation, and department, date of joining, duration in the organization, achievements, and promotion.
  • Planning Exercise-I: This is the second section of the planning questionnaire and its objective is to understand what the employees think about the current plans, strategies, and development in the company. It focuses on the current achievements of business processes, success in the market, employee satisfaction, sales and marketing, and also helps in identifying the major roadblock or issues in the planning for success. This section helps in answering the three important questions: what we do, for whom we do, and how we do. These questions are the foundation of every planning strategy and hence an important part of the planning questionnaire.
  • Planning Exercise-II: This is the third section of the planning questionnaire and it revolves around several core areas of the business including current and future planning strategy, views on marketing, work experience with employees, vendors, and consumers, views on compensation and governance system, research and development of newer and better methodologies, and tracking of emerging needs. It also focuses on existing and recommended quality assurance mechanisms and reorganization and redeployment of business resources to achieve the desired results.