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Survey Requirements Planning Checklist

Type of Survey
  Employee
  Customer
  Market Research
  360-feedback
  Training Needs Assessment
  Other
Design Assistance Required
  None
  Help us refine questions
  Help us design entire survey
  Survey communications (email invitations, user support, etc)
Approximate number of items in survey
  TOTAL (each item in a table count as one item)
Level I Level II
  Choose one   Ranking
  Choose one grids (tables)   Forced ranking
  Choose all that apply   Rotations
  Checkbox   Computations
  Text field   Piping
  Validation   Other special functions
  Multi-page surveys    
  Branching skip patterns    
Level of Security Required
  No password
  Single password for all respondents
  Individual passwords
Scales and Demographics
  Approximate number of different scales and demographics used
Respondents
  Approximate number of respondents
  For 360-feedback: Number of managers/employees to be rated
  For 360-feedback: Number of respondents per person being rated
Email Administration
  Is email administration required? If yes, number of addressees.
Level I Level II
Send out invitations and reminders; manage returned email invitations Pre-load information about addressees to personalize invitations and attach demographics to results (reduces number of demographic questions required within the survey)
Type of Reports: Live online results or offline analysis? Detailed reports or raw data set only?
  Level I: Table of response distribution for all items plus list of comments if applicable; basic cross-tabulations; raw data file in Excel or text format.
  Level II: Charts showing visual representation of data in Level I reports.
  Level III: Statistical analysis of results to identify distinct segments and drivers of survey outcomes; quadrant analysis to display importance/satisfaction relationships graphically.
  Level IV: Executive report with interpretation and recommendations.

We would be glad to talk with you about your specific requirements. Please call 877-666-2486 to discuss your needs, or send email to info@surveycompany.com.