The aim of this guide is to outline the process to deliver a successful survey project. The key steps are:
- Planning the survey project
- Designing and piloting the survey
- Getting survey responses
- Analyzing results and developing recommendations
- Presenting results and planning action
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.
Watch this video for a summary of the steps in 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
- Define the key policies for the project (e.g. anonymity, confidentiality, level of access to results)
- Develop the project plan and timelines
Step 2: Design & pilot the survey & communications
- Develop the survey goals and objectives
- 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: Engage respondents and get survey responses
- Set up the project and obtain participant details
- Plan participant engagement strategies
- Distribute surveys and provide support
- Ensure confidentiality and anonymity policies are met
- Follow up surveys to achieve/exceed target response rates
Step 4: Analyze results & develop recommendations
- Analyse results and identify key trends
- Develop recommendations
- Create compelling and focused reports
Step 5: Present results and plan action
- Present results and the Case for Action
- Make decisions and plan action
- Communicate results and plans to key stakeholders
Contact Spark Chart if you need help to make sure your survey project is a success. Or sign up for the Spark Chart survey software to make the process easy. Here is a summary of Spark Chart survey software features.