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Survey Requirements Planning Checklist

  1. Type of survey: Employee, customer, market research, 360-feedback, training needs assessment, other.

  2. Design assistance required (none, help us refine questions, help us design the entire survey and related communications)

  3. Approximate number of items in survey (each item in a table count as one item)

  4. Type of items:

    • Level I: Choose one, choose one grids (tables), choose all that apply, check-box, text field, validation, multi-page surveys, branching/skip patterns

    • Level II: Ranking, forced ranking, rotations, computations, piping, and other special functions.

  5. Level of security required and type (no password, single password for all respondents, individual passwords)

  6. Number of different scales and demographics used (approximate)

  7. Approximate number of respondents. For 360-degree feedback, number of managers/employees to be rated, and number of respondents per person rated.

  8. Email administration required? If yes, number of addressees.

    • Level I: Send out invitations and reminders; manage returned email invitations

    • Level II: Pre-load information about addressees to personalize invitations and attach demographics to results (reduces number of demographic questions required within the survey)

  9. 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, send email to info@surveycompany.com or fill out our information request form.