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Nonprofit partnership survey template

Keep partnerships strong with a plain yearly check

Three questions for partner organizations once a year: how communication, shared goals, credit and reliability rate, how likely they are to recommend partnering with you and what to work on together next. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this nonprofit partnership survey tells you

A nonprofit partnership survey asks the organizations you work with how the partnership feels from their side. This template takes about a minute: a grid for communication, shared goals, sharing credit and reliability, a 0 to 10 recommendation score and one open question on what to do together next.

It is written for once a year, sent by Usertick to a list of your contacts at partner organizations, such as coalition members, referral partners and the agencies you deliver programs with. The same survey runs as a link in your own email or in a coalition newsletter. Send every partner organization the same survey, so their answers sit side by side on one Results page.

Every written answer is read as it arrives and filed under a category from your list, such as communication or programs and services, with a type, a sentiment and a customer risk reading. Results shows a heat map of the four parts of the partnership with row averages and the NPS with its promoters, passives and detractors, against the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
Once a year, by email to your contacts at partner organizations
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 3 questions, one by one

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

Question 1 of 3 · Matrix · Optional

How would you rate the partnership on the following?

Why ask it
Partnerships wear down on small things: late replies, goals that drift apart and credit left out of a press release. The grid asks about each one by name.
What you learn
A heat map shows each row from Poor to Excellent with its average, so Sharing credit fairly scoring below Reliability is visible before it turns into a dispute. Select Poor or Fair in a row to read what those partners wrote about working together next.
Make it yours
Rename Shared goals to the outcome you agreed on together, such as families housed this year.
Question 2 of 3 · NPS

How likely are you to recommend partnering with us to another organization?

Why ask it
Whether a partner would recommend working with you is the plainest test of the partnership's standing among organizations like theirs, and it gives you one number a year.
What you learn
Results shows the NPS (promoters 9 to 10 minus detractors 0 to 6), a bar of detractors, passives and promoters, and the score over time as a line. Select the detractors to see how they rated each row of the grid.
Make it yours
Move it first when you want partners to answer inside the Usertick email, since the grid shows a start button there.
Question 3 of 3 · Text · Optional

What should we work on together next?

Why ask it
The open question turns the survey into planning: partners name the project, the referral route or the joint funding bid they want next. A partner with nothing to suggest may also be telling you something about where the partnership is heading.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as an idea, a question or a complaint, and Results lists up to 8 themes with their trends.
Make it yours
Bring the ideas that come up more than once to your next partners' meeting.

What the answers show

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

How likely are you to recommend partnering with us to another organization?

Your NPS from promoters and detractors, compared with the period before and split by device.

How would you rate the partnership on the following?

Each row's answers side by side, so the part that needs work stands out.

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 Partner organization 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 everyone who works with you

    Add every contact at a partner, from the director to the caseworker who sends referrals, to one partners list, since each sees a different side of the work.

  2. 02

    Send it at the same time each year

    Pick a fixed month, such as before annual plans are set, so the NPS line gets one point a year and the answers can feed the plan.

  3. 03

    Call detractors within a week

    On every plan, a workflow posts scores of 0 to 6 to your partnerships channel in Slack or Microsoft Teams, so someone calls that partner while the answer is fresh.

  4. 04

    Report back to partners

    Share the main themes and what you will change with every partner who answered, before you send the next survey.

Churn surveysNonprofit surveysEmail surveysPartners and grants questions

More retention templates and questions

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

Templates

Browse all templates
RetentionDonor feedbackLearn how easy giving was, what moved donors to give and how they want to hear about impact. Send it with the thank-you email after a donation.
RetentionCorporate partnerLearn how corporate partners rate your partnership, from employee engagement to impact reporting, and whether they'll renew. Send it before the renewal conversation.
RetentionAfter an advocacy actionAfter supporters sign, write or call, learn how easy it was and what they'd do next. Show it on the thank-you page after the action.
RetentionBoard member check-inAsk board members how well meetings, materials and their own role are working. Send it once a year, before the annual retreat.

Questions from the library

Browse the question library
  1. Rate our partnership on eachMatrix · Partners and grants
  2. How likely are you to recommend partnering with us?NPS · Partners and grants
  3. How clear was our grant report?Stars · Partners and grants
  4. What does your company want from this partnership?Multiple choice · Company partnerships
  5. How would you rate the contact you work with here?Stars · Company partnerships
  6. Did your staff take part in our volunteering days?Yes / No · Company partnerships

Frequently asked questions

Once a year, at the same time each year, and again after a large joint project ends. A survey after a joint project can ask about that project alone, with its own rows in the grid.

Everyone who works with your team: the director who signed the agreement and the staff who handle referrals or shared programs day to day. Send to a list of partner contacts, and each answer from a Usertick email stays tied to the person who gave it.

There is no fixed number to aim for. Compare the score with your last round and read what promoters and detractors wrote.

Ask that partner how they want to be named in reports, posts and funding bids, and agree on it in writing before the next joint announcement.

Yes, by link: turn on anonymous responses and share the link in your own email, since anonymous answers hold for link or QR code surveys. A Usertick email ties each answer to the partner's contact.

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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