Survey Checklist
Table of Contents
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.
Download or Print this Survey Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Campbell Rodriguez
Stats
Views
26
Views: 26
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.