Survey Checklist
4.8/5 with 177 votes
Table of Contents
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- Outline the Survey
- Write down what decisions will be made based on the data.
- Have no more than 3 main objectives for the survey.
- Explain the purpose of your survey.
- Create a rough draft of questions to be included in the survey.
- Begin the survey with a closed-ended question.
- Make sure the questions go from general to specific.
- Include any sensitive questions toward the end of the survey.
- Include demographic questions at the end.
- Make sure all questions relate to your objectives.
- Complete each topic before moving on to the next.
- Make it easy to return the survey.
- Survey Draft
- Avoid use of jargon, acronyms, or terminology unfamiliar to respondents.
- Use simple and concise questions.
- Ask questions before describing the rating scale.
- Ensure there are all possible answer options included.
- Allow the respondent to select 'Prefer not to answer' for sensitive questions.
- Display the most positive answer options first.
- Include a midpoint answer on rating scales.
- Use closed-ended questions whenever possible.
- Make sure open-ended questions are voluntary.
- Review and Pre-Test
- Sent the survey to colleagues or friends for review.
- Pre-test the survey by sending to a small group of actual survey respondents.
- Revise draft according to feedback from pretest.
- Keep it short, make sure the survey takes 10 minutes or less to complete.
- Ensure you will be able to make the decisions you identified in your objectives based on the garthered data.
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Presented by:
Campbell Rodriguez
Stats
Views
72
Views: 72
Uses
6
Uses: 6
Tasks
28
Tasks: 28
Who it's for
This Survey Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Survey steps every time, regardless of who executes
- Save time - reuse a proven Survey workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Survey checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Survey Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Survey comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 177 votes