Role and context
Segment only where it matters.
Ask role or experience when answers change examples or learning paths. Keep identity optional unless follow-up is needed.
- Role or responsibility
- Relevant experience range
- Optional name or contact
Describe the session, audience, and decisions you need to make. Makeform turns that brief into a focused pre training survey for skills, expectations, confidence, and logistics, ready to edit and share.
Send responses to Google Sheets, Slack, and Zapier.
Sample prompts for your pre-session survey
Choose a starting point, tailor it, and send the prompt to the Makeform builder. The outline is an example, not a live AI result.
Audience
Employees learning a new project platform
Format
Five-minute survey with branching by experience
Prompt size
275 chars
Example survey structure
Five-minute survey with branching by experience
Which role best describes your work?
How often have you used similar software?
Rate your confidence with key workflows
What would you do with a delayed assigned task?
Which workflows should we prioritize?
Suggested routing tags
Beginner support
Core cohort
Advanced practice
Ask one short scenario question alongside self-ratings. It gives trainers a more useful baseline than confidence alone.
Step 1
Ask
baseline skills, goals, and logistics
Step 2
Segment
spot beginners, core learners, and advanced needs
Step 3
Adapt
tune examples, pace, and practice
Step 4
Compare
use matching items after training
Plan from evidence
A useful survey collects enough evidence to change the agenda, examples, support, or grouping.
Combine experience bands, confidence scales, and a scenario to choose the right starting point.
Show beginners a fundamentals question and experienced attendees an advanced one while keeping the survey short.
Ask attendees to prioritize topics and describe a useful outcome so trainers can set the session scope.
Built for training decisions
Each question should point to an action the facilitator can take before delivery.
Ask about relevant tasks, tools, or courses with answer choices that are easy to scan.
Use one labeled scale for several observable tasks instead of a broad self-rating.
Limit or rank choices so the agenda reflects shared needs.
Collect format, language, device, accessibility, and practice needs early enough to respond.
Survey workflow
Start with the decisions the results should support, then design a short sequence.
List what could change: opening level, examples, groups, practice, support, or setup.
Ask for experience, task confidence, a scenario, priorities, expectations, and participation needs.
Use neutral labels, add an unsure option, remove unused questions, and collect names only for follow-up.
Set a deadline, group responses meaningfully, and document the agenda changes findings support.
Choose useful evidence
Combine several lightweight signals instead of relying on one self-rating, quiz item, or open answer.
Field guide
Use these blocks as a checklist, then trim anything that will not affect delivery.
Role and context
Ask role or experience when answers change examples or learning paths. Keep identity optional unless follow-up is needed.
Skill baseline
Use task statements and consistent scale labels. Include not applicable when tasks differ by role.
Learning priorities
A select-all list makes every topic look urgent. Limit selections or ask for a first choice so the trainer can see which needs are shared across the group.
Expectations
Ask what attendees want to do differently after the session and invite one question for the facilitator. Frame the answer around the scheduled scope and duration.
Access and logistics
Ask about device access, language, accessibility, time zone, or format preferences only when organizers can respond before the session.
Analysis plan
Tag response bands, export structured results, and pair a few baseline items with matching post-training questions. Review open text for themes without presenting it as a score.
Related tools
Assess needs, register attendees, and collect feedback with Makeform.
Explore broader capability gaps before choosing a program or audience.
Open toolOrganize role, performance, and priority inputs for training planning.
Open toolBuild an employee-focused form for internal learning workflows.
Open toolCollect participant background and program application details.
Open toolGather reactions and practical feedback after workplace training.
Open toolEvaluate course content, facilitation, and learning experience after delivery.
Open toolFAQ
Practical answers for trainers and L&D teams planning a useful baseline.
A pre training survey is sent before a course to understand experience, confidence, priorities, expectations, and participation needs. The trainer uses it to adjust the starting level, examples, groups, practice, or support materials.
Ask about context, prior exposure, confidence with specific tasks, one realistic scenario, priority topics, desired outcomes, and access needs. Use defined choices for comparison and one or two open questions for unexpected details.
Aim for five to seven minutes. Use a compact set of purposeful questions with conditional follow-ups. Test it, remove repeated items, and state the expected time in the invitation.
It can be anonymous for cohort-level planning. Request identity only when needed to assign learning paths or follow up on a participation request. Explain how responses will be used.
Explain that the baseline adapts the session and is not pass or fail. Mix task confidence scales with low-stakes scenarios, include an unsure option, and review group patterns rather than labeling people from one answer.
Assign an action to each question before sending. Results might change the opening level, examples, breakout groups, practice, language support, or pre-reading. Record the changes and save out-of-scope requests for follow-up.
Yes. Repeat a few task-level confidence or scenario questions afterward with the same wording and scale. Use the comparison alongside practice, observation, and later workplace use.
Yes. Makeform offers unlimited free forms and responses, so you can generate, edit, publish, and reuse surveys without a response cap. The paid tier only removes the Makeform badge.
Walk into training knowing what the room needs.