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Web 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 survey delivery methods available.      
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 an e-mail invitation message to precede or accompany the survey.      
Review the audience list for integrity and import it into SurveyTracker.      
Determine the survey delivery methods you will deploy.      
Post the survey to a web site and test functionality.      
Create a sample and send e-mail invitations to respondents.      
Read returned responses into SurveyTracker.      
If necessary and if there is time, send reminder e-mail to non-respondents.      
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.