What are the steps in a survey project?
updated 4 months ago
A successful survey project depends upon having 1) a robust process and 2) expertise in designing surveys, getting responses, analysing results, presenting results and planning action.
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Establishing clear goals and objectives is the key starting point for a survey project. Here is a simple process to follow to ensure success.
Step 1: Plan the project
- Agree the scope, survey project objectives and target audience
- Consult with key stakeholders about the survey requirements
- Create a steering committee in need
- Define the key policies for the project (e.g. anonymity, confidentiality, level of access to results)
- Develop the project plan
Step 2: Design & pilot the survey & communications
- Define the reporting requirements (demographic, target groups, etc.)
- Design the survey and communications
- Pilot the survey and communications and refine. Pilot again in need.
- Obtain survey sign-off
Step 3: Get responses
- Set up the project and obtain participant details
- Distribute surveys and provide support
- Ensure confidentiality and anonymity policies are met
- Follow up surveys to achieve/exceed target response rates
Step 4: Analyse results & develop recommendations
- Analyse results and identify key trends
- Develop recommendations
- Create compelling and focused reports
Step 5: Make decisions & act
- Present results and the Case for Action
- Make decisions and plan action
- Communicate results and plans to key stakeholders