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Learning budget survey template

See how your learning budget gets used, halfway through the year

Four questions on the learning budget: how much people have used, what they spent it on, what gets in the way and what they want to learn next. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this learning budget survey tells you

A learning budget survey asks employees how they use the money set aside for their development and what stops them from using more. This template asks four questions in about 70 seconds: a slider for the share of the budget used, what it went on, what gets in the way and what they want to learn next.

It is written for midyear, as a popup on the learning page of your intranet when the Usertick script runs there, or as an email Usertick sends to everyone with a budget. Midyear leaves six months to act on what gets in the way. The link also works in your team chat, and the survey can run as a conversation, one question at a time.

Every written answer is read as it arrives and filed under a category from your list, such as growth and learning, with a type and an urgency. Results shows the median share of the budget used with the middle half of the answers, and bars for spending and obstacles, each compared with the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
Midyear, on your learning page or by email
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, and a button in the email opens the survey on its own page. 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 · Slider · Optional

How much of this year's learning budget have you used?

Why ask it
A slider from None to All of it is quicker than looking up an amount, and the share used is what you need to plan the rest of the year.
What you learn
The median and the middle half of the answers, so you see whether most people sit near zero or a few people use it all.
Make it yours
Keep it optional, since some people won't know their exact balance, and add the budget amount to the question text if it is the same for everyone.
Question 2 of 4 · Multiple choice · Optional

What did you spend it on?

Why ask it
What people buy shows which kinds of learning they value, and Nothing yet gives people who haven't started an honest answer.
What you learn
Bars with the share and count of each kind of spending, with typed Other answers listed.
Make it yours
Add the options your policy covers, such as language lessons or a part-time degree.
Question 3 of 4 · Multiple choice · Optional

What gets in the way of using it?

Why ask it
Unused budget has a cause, and some causes are the company's to fix, such as time or the approval steps.
What you learn
Bars with the share and count of each obstacle. Select The approval process to see how much of their budget those people used.
Make it yours
If Not enough time leads, agree on learning hours with managers. If Not knowing what to choose leads, share a short list of recommended courses.
Question 4 of 4 · Text · Optional

What would you like to learn next?

Why ask it
The next topic, in people's own words, tells you what to recommend and which group courses to buy.
What you learn
Usertick reads each answer, files it under a category and a theme such as growth and learning or tools and processes, and marks requests as ideas. Results groups them into up to 8 themes with their trends.
Make it yours
When several people name the same topic, buy a group course for them instead of single seats.

What the answers show

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

What did you spend it on?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

What gets in the way of using it?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

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 Learning budget 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 at midyear

    Halfway through the year, people still have time to use the budget, and you can still change the rules before it resets.

  2. 02

    Send people to the next step

    Set Redirect after submit to your learning budget page, so people land there 2.5 seconds after the thank-you screen and can start a request.

  3. 03

    Share the top topics

    Post the most requested topics with a course or a book for each, which helps the people who chose Not knowing what to choose.

  4. 04

    Ask again before the reset

    Ask the slider question again near the end of the year and compare the median with midyear.

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Questions from the library

Browse the question library
  1. How useful was the course you just finished?Stars · Training courses
  2. Have you used what you learned in your job yet?Yes / No · Training courses
  3. Rate the course on eachMatrix · Training courses
  4. How was your week?Mood dial · Team pulse
  5. How manageable was your workload?Big scale · Team pulse
  6. Did you have what you needed to do your job?Yes / No · Team pulse

Frequently asked questions

Halfway through the year, when there is time to use the rest of the budget and to change what gets in the way.

A slider from None to All of it is quicker to answer and works for every budget size. Results shows the median and the middle half of the answers.

Select Nothing yet in the spending question and read what those people chose as obstacles. Time and approval call for different fixes.

Yes. Add a question that names the team, then select an answer in Results to filter the whole page to those people.

Yes, on every plan. A workflow adds each answer to a Google Sheet, where your learning team can plan group courses and follow up on requests.

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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