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C-FACTS Tools & Templates Training Needs Survey
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
2.
How often do you currently use C-FACTS tools and templates?
Regularly
Occasionally
Rarely
Never
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)
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)
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
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)
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)
8.
Any other feedback or suggestions to make C-FACTS tools, templates, and training more effective and easier to use?