Taking Stock Survey

The instrument was designed by the Early Experience Assessment Committee in Fall 2013 and has been used, with slight variations annually, since Fall 2015. The survey is web based and takes about 15 minutes to complete.

The framework of this survey:

  • Agreement Statements
  • Yes/No Statements
  • Expectations
  • Skills and Abilities
  • Behaviors (Engaged in and Intended Behaviors)
  • Reasons chose CSU
  • Financial Support
  • Employment (Current and Future Intentions)
  • # of study hours per week
  • Possible CSU exit reasons
  • Requested Resources
  • Open End Items

Questions are focused on actionable items, keeping in mind Growth mindset philosophy.

Institutional Research has helped group questions into the following factors:

  • Homesickness*
  • Commitment to Staying at CSU
  • Financial Concerns*
  • Determined to Succeed
  • State of Mind
  • Social Adjustment
  • Flourishing
  • Grit-S

Top Requested resources include:

 Math skills
 Writing skills
 Public speaking skills
 Time management
 Test taking/test anxiety
 Internship opportunities
 Memory and concentration
 General study skills
 Study Abroad
 Textbook reading
 Job opportunities/Work Study


The Taking Stock program seeks to better understand students’ first year experiences, further their opportunities for success and improve first-year retention. The Taking Stock program has two objectives.

The first, and primary, is to promote meaningful conversations between on campus, undergraduates and their Resident Assistants or other peers. These interactions provide early feedback and help to inform and create a support network for each student, ultimately improving freshmen retention. Responses to the scale helps guide a conversation.

The second objective is to better understand students’ experiences over time. Particularly, to utilize the survey data to explore how psychosocial data are related to student success outcomes, which is why Taking Stock data are now integrated into IRP&E’s data architecture. Ideally, Taking Stock data can inform policies and programs at CSU in order to provide students with a more positive, successful experience at CSU.