This article explains how to utilize Instant Insights Templates, pre-designed by Comparative Agility to save you time and eliminate the need to create surveys from scratch.

Use Templates

• Open Instant Insights
• Click on See All in the upper right corner
• Choose a template
• Proceed with the Use Template button

In the short video below we show you how to navigate to the templates

Note: You can preview each question beforehand to ensure you select the template that best suits your needs.

Template Types

• Satisfaction Index (SI) – Promoter Feedback

Promoter Feedback survey measures how satisfied customers are with a company’s products, services, or overall experience. By gathering feedback on key aspects of customer interactions, the CSI provides a clear score that helps identify areas for improvement and track satisfaction levels over time.

Question Types: Open-ended and Satisfaction Index.

• Sprint Retrospective – Team Collaboration & Outcomes

This poll is designed to gather insights on how the team collaborated and worked together throughout the sprint. Your feedback will help us understand what went well, how challenges were addressed, and where we can improve for future sprints.

Question Types: Open-ended and Scales.

• Sprint Retrospective – Start, Stop, Continue

Start, Stop, Continue is one of the most popular retrospective formats, designed to encourage feedback in three categories: things the team should start doing, stop doing, and continue doing.

Question Type: Open-ended

• Sprint Planning Review

The goal of the Sprint Planning Feedback poll is to gather input on how well our upcoming sprint supports goals, workload, and strong teamwork. The collected information should assist teams in identifying any risks or issues and ensuring the team is set up for success.

Question type: Open-ended, Multiple Choice, and Scales.

• Daily Standup Review

This quick poll is designed to gather feedback on the effectiveness of our Daily Standups. By sharing your thoughts, we can identify areas for improvement and make the most of our daily check-ins.

Question Types: Open-ended, Multiple Choice, and Scales.

Preview Template

The preview option allows you to review the template’s description, question types, and individual questions before deciding to use it. There are a few ways to preview templates:

• Click on the three dots under the specific template
• Choose the Preview option
• Click on any of the available questions to preview it

or

• Click on See All in the upper right corner
• Choose the specific template
• Click on any of the available questions to preview it

Note: After selecting a question to preview, you can navigate through others by clicking the arrows.

In the short video below we show you how to preview template

To learn more about how to start a survey, please visit our Help Center article Presenting the Survey.