Planning Questionnaire Example

June 22, 2011

A Planning Questionnaire helps an individual or an organization to plan any event or instance effectively. These types of questionnaire help in proper execution of the event and help to find out the pros and the cons of the same. There can be wide variety of planning questionnaire depending upon the situation, needs and requirements.

Sample Planning Questionnaire Example:

Name: _____________________

Street address: __________________ Name of the city: __________________ State: ___________ Pin code: _________________

Department: __________________

Designation: ________________

1. Do you have any investments?

a) Yes

b) No

2. If the answer to the above question is yes, what kind of investment do you have?

a) Shares

b) Mutual fund

c) Real estate

d) Bonds and securities

e) Fixes deposit

3. If the answer to the first question is no, are you planning to go for any investment?

a) Yes

b) No

4. Have you done any kind of tax planning so that you can get tax return later?

a) Yes

b) No

5. Do you have any kind of retirement benefit in your current organization?

a) Yes

b) No

6. Do you mange to save a certain amount of your salary every month?

a) Yes

b) Some months

c) No

7. If the answer to the above question is yes, how much do you manage to save every month?

a) Less than $1000

b) Between $1000 to $3000

c) Between $3000 to $5000

d) More than $5000

8. Are there any instances when you have to use your savings?

a) Yes

b) Sometimes

c) No

Download Planning Questionnaire Example in Word Format

Leave a Comment

Previous post:

Next post: