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Survey Planning Checklist

Plan Your Timeline

☐ Set a start date and deadline for the survey. We suggest opening the survey for 3 weeks.

☐ Include key milestones like reminder dates and survey closure.

Communicate Effectively

☐ Announce the survey early and explain why it’s important. Use this template.

☐ Follow up with reminders during the survey period. Use this template.

☐ After the survey closes, share the results and outline actions you’ll take.

Keep It Short and Relevant

☐ Limit the survey to key questions that respect employees’ time.

☐ Align questions with your organization’s culture and goals.

☐ Test the survey internally to ensure clarity and ease of use.

Prepare the IT Happiness Scan

☐ Confirm that the survey design meets the IT Happiness Scan framework.

☐ Ensure the survey covers key topics such as IT satisfaction, support experience, and productivity impact.

☐ Verify that the dashboard and reporting tools are ready for data analysis.

☐ Plan to provide employees with clear results and next steps based on their feedback.

Act on Feedback

☐ Analyze results promptly after the survey closes. Contact our experts if you need assistance.

☐ Share outcomes and planned improvements with employees.

☐ Schedule follow-up surveys to track progress over time. We can help you set up a trend survey.

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