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Workshop feedback survey template

Leave discovery with outcomes everyone agrees on

Four questions for the day after a discovery workshop: how it went, whether the right people were there, how clear the outcomes are and what you missed. Usertick reads every written answer and files it under a category from your list.

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What this workshop feedback survey tells you

A workshop feedback survey checks whether a discovery session gave the client what they came for. This template asks four questions in under a minute: a rating for the workshop, whether the right people were in the room, how clear the outcomes are, and what you missed.

It is written for an email the day after the workshop, after attendees have slept on it and before the full findings are ready. Usertick can send it to every attendee with the first rating inside the email, and a text block above it can list the agreed outcomes. You can also paste its link into your workshop recap or onto the shared board you used in the session.

Usertick reads each answer to the last question as it arrives and files it under a category such as scope and changes or team and people, with a type and an urgency. Results shows each rating with the share who gave 4 or 5 and the share who said the right people were there, compared with the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
Email to attendees, the day after the discovery workshop
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Stars

Overall, how satisfied were you with the workshop?

Why ask it
An overall rating of the session tells you whether the format worked for this client, before you look at the details.
What you learn
The average on the 1 to 5 scale, a bar per rating and the share who rated 4 or higher, compared with the period before, so a new workshop format can be judged against the last one.
Make it yours
Keep it first, since a star rating sits inside the email and a tap opens the next questions.
Question 2 of 4 · Yes / No

Were the right people in the room?

Why ask it
Discovery fails quietly when a decision maker was missing. A plain yes or no catches it before the plan is built on half the picture.
What you learn
The share that said yes. Select No to read what those attendees think you missed, which often names the person or team.
Make it yours
Add skip logic so a No goes to a short question asking who was missing, since logic works on any answer on every plan.
Question 3 of 4 · Stars

How clear are the outcomes of the workshop?

Why ask it
A good workshop can still end with fuzzy outcomes. Rating clarity apart from satisfaction shows whether the findings need a clearer write-up.
What you learn
The average and the share who rated 4 or higher, with a bar per rating. Compare it with the first rating: a happy room with unclear outcomes means the summary has work to do.
Make it yours
List the agreed outcomes in the email above the question, so attendees rate the same list they will work from.
Question 4 of 4 · Text · Optional

What did we miss?

Why ask it
Attendees often remember a topic that never came up, a team that will be affected or a constraint nobody mentioned. One open question collects those while there is time to add them.
What you learn
Each answer with its sentiment and theme, filterable by theme, and Usertick marks each one as a question, an idea or a complaint and flags the urgent ones.
Make it yours
Add every gap to the findings document and credit the attendee who raised it, so the client sees the answer was used.

What the answers show

Results turns each question into numbers you can follow week by week.

Overall, how satisfied were you with the workshop?

The average rating and the share who gave 4 or 5 stars, against the period before.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Discovery workshop in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Ask the day after

    A night's sleep gives attendees time to notice what was missing. Schedule the send for the next morning before the workshop starts.

  2. 02

    Send it to every attendee

    Each person saw a different part of the business. Add everyone to the send, and the inbox shows which attendee gave each answer.

  3. 03

    Hold the plan for the answers

    Wait to write the project plan until you have read the answers to What did we miss?, and add a short call when the room was missing someone.

  4. 04

    Reuse it for every workshop

    Keep one survey for all your discovery sessions, so a change to the format shows in the ratings over time.

CSAT surveysClient feedback surveysEmail surveysClient workshops questions

More satisfaction templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

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CSATProject wrap-upGet the client's view of a finished project, from communication to budget, and what to change next time. Send it a week after final delivery.
CSATDesign reviewGet structured feedback on a design round so the next one lands closer. Send it after each review meeting.
CSATCopy reviewGet structured feedback on a round of copy: brand voice, clarity and how many rounds are left. Send it with each draft.
CSATCampaign results reviewFind out how the client sees a campaign's results and your report, and agree on what comes next. Send it after the results meeting.

Questions from the library

Browse the question library
  1. How useful was today's workshop?Stars · Client workshops
  2. Rate each part of the workshop dayMatrix · Client workshops
  3. Did you leave with a decision you can act on?Yes / No · Client workshops
  4. After the kickoff, how clear is each?Matrix · Kickoff and scoping
  5. How confident are you going into this project?Big scale · Kickoff and scoping
  6. Did we ask the right questions?Yes / No · Kickoff and scoping

Frequently asked questions

The day after the workshop, before you deliver the findings. That leaves time to add what attendees say you missed.

Every attendee on the client side. Leave your own team out and run a short internal review for them instead.

Book a short follow-up with the missing people before you write the plan, and walk them through the workshop outcomes first.

Yes. Change the outcomes question to fit, such as a strategy day or a training session, and keep the question about the right people whenever decisions were made.

Yes. Show the survey's QR code on the last slide or print it on a card, and attendees answer on their phones. For answers after a night's sleep, send the email the next morning as well.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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