Scannable Form Survey Checklist

(513) 696-4404 -- info@traintech.com -- http://www.surveytracker.com

Stage	x	Action	Who?	Date Started	Date Completed
PLAN		Develop a list of survey objectives (expected outcomes).
		Develop a list of potential action plans that reflect the outcomes.
		Develop a list of potential contingency steps reflecting changes in the action steps or outcomes.
		Secure management's commitment and support.
		Assign or nominate a project administrator\manager\coordinator.
		Determine the audience/recipients and the number of forms that will need to be printed.
		Determine the delivery method of the forms (hand-outs, US mail, UPS, etc.) and related shipping costs.
		Determine who will print the forms and related costs.
		If printing your own forms, determine paper stock, cost of toner, and print schedule.
		Develop a projected budget for all of the survey costs.
		Select members for a Survey Project Team.
		Select Team members to help design and administer the survey.
DO		Develop a schedule for key dates of the survey project.
		Decide what demographics are relevant to your survey.
		Decide upon the survey sampling technique.
		Decide what topics are to be addressed in the survey.
		Draft a cover letter to precede or accompany the survey.
		Review the audience list for integrity and accuracy.
		Print test forms and make sure you can scan them.
		Create a sample and print the forms.
		Ship the forms to their intended destination and/or hand them out for the intended audience to complete.
		Return/Receive completed forms.
		Scan returned responses into SurveyTracker.
		If necessary, correct bad data and/or hand-enter text responses.
STUDY		Analyze the data and determine how it should be filtered.
		Create tables and graphs that present your results in a meaningful manner.
		Add and review textual analysis and review for logic and accuracy.
		Determine the best way to present the results (PDF, printed output, etc).
ACT		Present the results to management.
		Present the feedback to respondents/audience.
		Establish an action plan.
		Establish a responsibility chart for action implementation and follow-up.