Work context
Segment results without over-collecting.
Collect only segments that will change the plan, and state whether names are required or optional.
- Department or team
- Role family and level
- Location or shift when relevant
Describe your teams, roles, and capability areas. Makeform creates a staff skills survey for proficiency, experience, certifications, and training priorities.
Route staff skills survey responses to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it to your skills framework, or send it into the builder. The structure is an example, not a live AI result.
Audience
Employees across departments and job levels
Format
Role-routed survey with proficiency scales
Prompt size
287 chars
Example survey structure
Role-routed survey with proficiency scales
Department, role, and tenure
Rate your proficiency in each role skill
When did you last use these skills?
Certifications and development priorities
Suggested routing tags
Capability gaps
Internal experts
Training requests
Ask for both proficiency and recent use. Someone may know a skill well but have had no opportunity to apply it in their current role.
Step 1
Define
roles, skill groups, and planning questions
Step 2
Survey
self-ratings, evidence, and development interests
Step 3
Compare
strengths and gaps by team or role
Step 4
Plan
training, cross-skilling, and knowledge sharing
Useful workforce evidence
Separate confidence from experience, relate skills to roles, and ask what employees want to learn next.
Use conditional paths so each role sees relevant technical, operational, digital, customer, or leadership skills.
Define levels from learning to independent work and coaching. Shared labels make self-ratings easier to compare.
Capture current capability and desired learning to find internal knowledge, cross-training interest, and recurring needs.
Built around the planning question
Choose the planning decision, then replace generic labels with real workplace tasks.
Map capabilities, certifications, languages, systems, and recent experience across the organization.
Rank gaps, desired learning, delivery preferences, and practical barriers before setting a training calendar.
Find employees interested in learning adjacent work and people willing to share knowledge or mentor colleagues.
Establish a baseline before new software, processes, services, or team structures are introduced.
Survey workflow
Focus on one workforce decision, explain the purpose, and review team patterns before individual follow-up.
Name the planning goal, roles, and capability groups: training, succession coverage, systems rollout, or cross-skilling.
Use observable tasks, define each proficiency option, add not applicable, and choose whether identity is required or optional.
Explain the purpose, how self-ratings will be used, and the closing date. Make completion practical for every shift.
Group recurring needs by role, then plan training cohorts, mentoring matches, or manager follow-up.
Choose the right evidence
Use self-reports for breadth and interest; add manager discussion or practical assessment when stronger evidence is needed.
Field guide
Use six focused sections, adapted to the roles in scope.
Work context
Collect only segments that will change the plan, and state whether names are required or optional.
Skill framework
Name the task, system, equipment, process, language, or customer situation being assessed.
Proficiency anchors
Use behavior-based levels from learning to coaching, plus not applicable for skills employees do not use.
Experience evidence
Ask when and how often a skill was used, request a brief example, and record certifications with expiry dates.
Development priorities
Ask employees to choose a few priorities, the work outcome each supports, and any near-term urgency.
Learning logistics
Capture format, timing, accessibility needs, and mentoring interest to build practical cohorts.
Related tools
Use focused forms for deeper assessment, training requests, career conversations, and performance follow-up.
Build a more focused assessment around a defined skill set or task group.
Open toolInvestigate priority gaps, intended outcomes, and training logistics in more detail.
Open toolStructure team-level analysis before choosing courses or delivery methods.
Open toolCollect employee interests, career direction, and preferred development opportunities.
Open toolSupport a separate review conversation about goals, examples, and observed performance.
Open toolGather training requests or registrations after priorities have been agreed.
Open toolFAQ
Practical answers for managers and people teams planning a capability survey.
It is a structured self-assessment of employees' capabilities, experience, certifications, development interests, and training needs. Combined responses inform capability mapping, cross-training, and learning priorities.
Cover work context, role-relevant skills, defined proficiency, recency of use, applied examples, certifications, desired skills, learning preferences, and knowledge-sharing interest. Include not applicable.
Use defined levels: learning, completes with support, works independently, and can coach others. Ask about recent use too, and add stronger assessment when demonstrated capability is required.
Identity-optional responses suit broad needs discovery; named responses better support mentoring and individual plans. Explain what is collected, who reviews it, and how it will be used.
Route questions by role, include only skills tied to the planning decision, and use open text sparingly. Test labels and not-applicable options with several roles.
Group recurring gaps and strengths by role, then plan training, job shadowing, mentoring, recruitment questions, or deeper assessment. Do not treat self-ratings alone as proof of capability.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect staff skills survey responses without a usage cap. The paid tier removes the Makeform badge.
Review responses in Makeform or send them to Google Sheets, Slack, and connected apps through Zapier. Consistent labels keep skills, proficiency, and training priorities easy to group.
Plan development from a clearer skills baseline.