Budget Allocation Diagnostic Survey Form
Use this survey to review how your budget is allocated, identify pressure points, and share priorities for future adjustments.
Respondent Profile and Budget Context
Respondent Name or Team Name
*
Department or Role
Primary Budget Owner or Business Area
*
Please Select
Operations
Finance
Sales
Marketing
IT
Human Resources
Customer Support
Product
Research & Development
Other
Total Budget Range
*
Please Select
Under $50,000
$50,000–$250,000
$250,001–$1,000,000
$1,000,001–$5,000,000
Over $5,000,000
Budget Cycle Type
*
Please Select
Monthly
Quarterly
Annual
Project-based
Other
Budget Allocation Diagnostic
Approximate Budget Allocation by Category
*
Rows
Approximate Share (%)
Personnel
1
Operations
2
Technology
3
Marketing
4
Training and Development
5
Other
6
How balanced does the current budget allocation feel?
*
Very constrained
1
2
3
4
5
6
7
8
9
Very balanced
10
1 is Very constrained, 10 is Very balanced
Biggest budget pressure
*
Personnel costs
Operational costs
Technology costs
Program delivery costs
Travel and events
Training and development
Other
What is the main reason for this allocation pattern?
Change Priorities and Next Steps
Top Priority for Budget Reallocation
*
Increase growth initiatives
Strengthen operational efficiency
Expand customer support
Invest in technology/tools
Reduce overhead costs
Improve employee development
Other
Desired Change in Allocation
Additional Comments or Context
Submit
Should be Empty: