Describe the families you serve. Makeform builds a respectful assessment covering household context, housing, health access, food, finances, childcare, transportation, priorities, and follow-up.
Route family requests to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a starting point, adapt it to your program, or send it into the Makeform builder.
Audience
Caregivers requesting help through a school family center
Format
Mobile-friendly check-in with conditional follow-ups
Prompt size
383 chars
Example form structure
Mobile-friendly check-in with conditional follow-ups
Caregiver and household
Which support areas would help right now?
Choose your top three priorities
How soon would follow-up be helpful?
Preferred language and contact method
Suggested routing tags
Urgent follow-up
Housing support
School resources
After category questions, ask families to rank three priorities and provide urgency and contact preferences.
Step 1
Listen
family identifies needs, strengths, and priorities
Step 2
Triage
urgency and support area guide the next step
Step 3
Connect
staff records referrals, owners, and due dates
Step 4
Follow up
progress and unmet needs return to one record
From questions to action
Conditional sections hide irrelevant questions while collecting useful context for selected needs.
Selecting housing can reveal questions about stability, timing, and preferred assistance.
Pair category checkboxes with ranking and urgency, separating future goals from first priorities.
Capture each referral, owner, target date, and follow-up method with the assessment.
Adapt to your setting
Choose the closest audience, then adapt terminology, fields, choices, and routing.
Connect learning barriers with food, housing, internet, transportation, and caregiver support.
Combine family priorities, worker observations, strengths, referrals, and follow-up dates.
Route requests by service area, ZIP code, urgency, language, and the family's preferred way to be contacted.
Use strengths-based prompts and short-term family goals alongside questions about practical resources and access.
Assessment workflow
Make sensitive questions purposeful and connect each priority to review.
Specify who responds, your support categories, routing needs, and optional questions.
Explain sensitive questions, offer prefer not to answer, and remove unused details.
Reveal selected details, separate urgent needs from goals, and request contact details for follow-up.
Send submissions to staff or Google Sheets, notify a coordinator, and track owner and date.
Choose the right intake method
A program-specific form collects usable context and removes unnecessary questions.
Field guide
Six sections connect present needs, strengths, priorities, and next steps.
Household context
Collect a family identifier, household size, relevant ages or grades, language, and communication access. Separate required routing details from optional background.
Housing & essentials
Let families select housing, utility, food, clothing, and transportation concerns, then ask about timing and desired help.
Health access & safety
Ask about access to desired care, barriers, and interest in resources. Keep detailed health disclosures optional unless necessary.
Income & practical support
Connect employment, benefits, childcare, and education questions to your services. Prefer broad choices over exact amounts for initial intake.
Strengths & priorities
Invite strengths, existing resources, and family-selected priorities to support planning in the family's own words.
Permission & follow-up
Ask whether, how, and when contact is welcome. Record referrals, the responsible person, and a review date.
Related tools
Pair assessments with intake, school, collaboration, and feedback forms.
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Open toolCreate an application for community services.
Open toolCoordinate referrals and partnership requests.
Open toolAsk residents about missing services and priorities.
Open toolFAQ
Answers for schools, social workers, and community organizations.
It records requested support, family strengths, and priorities. Schools, social workers, and nonprofits can organize housing, food, health access, finances, childcare, transportation, education, and follow-up in one intake.
Include household context, needs by category, urgency, barriers, existing supports, family priorities, follow-up permission, contact preference, and next steps. Ask only for useful details and offer not applicable or prefer not to answer.
Explain why information is requested, avoid assumptions, keep nonessential questions optional, and let families name priorities. Focus health questions on access and desired support unless your program needs more detail.
Yes. Conditional logic can reveal housing details after housing is selected or childcare details after childcare. Families see fewer irrelevant fields while staff receive category-specific context.
Yes. Use a staff-led version with interview prompts, observations, family priorities, referral notes, an owner, and follow-up date. A separate self-service version can support private responses before meeting.
Add an urgency question and your organization's instructions for immediate concerns. Route flagged submissions to a designated reviewer and state monitoring times. Do not present an intake form as an emergency service.
Yes. Makeform provides unlimited free forms and responses for generating, editing, publishing, and collecting assessments. The paid tier removes the Makeform badge.
Assign a reviewer, confirm priorities and contact preferences, record referrals, and set a follow-up date. Responses can reach the Makeform inbox, Google Sheets, Slack, or Zapier for team action.
Turn needs into next steps.
