C-FACTS Tools & Templates Training Needs Survey Question Title * 1. Before last week's staff meeting, were you aware that C-FACTS has a tools and templates library? Yes — I know where they are and what’s available I know they exist but I’m not sure where to find them No — I didn’t know we had tools/templates Question Title * 2. How often do you currently use C-FACTS tools and templates? Regularly Occasionally Rarely Never Question Title * 3. What’s the biggest barrier preventing you from using tools/templates today? (check all that apply) I didn’t know they existed I don’t know where to find them I’m not sure which one to use They seem too complicated I don’t have time to learn them They don’t fit my client needs Other (please specify) Question Title * 4. Which tools/templates would you like additional training on? (check all that apply) Audit templates Budget templates Financial assessment tools Financial reporting templates Forecasting tools Grants management templates Internal controls checklists Month-end close templates Staffing planning templates Systems process templates Other (please specify) Question Title * 5. What would make it easier for you to use templates? (check all that apply) Clearer instructions or examples Short video walkthroughs Step-by-step written guides Lunch & Learn live demos Simplifying the templates Knowing which template to use and when Question Title * 6. Which templates would make the biggest impact on your efficiency if you knew how to use them better? (check up to 3) Audit templates Budget templates Financial assessment tools Financial reporting templates Forecasting tools Grants management templates Internal controls checklists Month-end close templates Staffing planning templates Systems process templates Other (please specify) Question Title * 7. What topics would you find most valuable for our upcoming Lunch & Learn sessions? (check all that apply) How to choose the right template How to complete templates accurately Tips to improve speed and efficiency Best practices for client deliverables Avoiding common mistakes Other (please specify) Question Title * 8. Any other feedback or suggestions to make C-FACTS tools, templates, and training more effective and easier to use? Done