Plan survey projects

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Use this comprehensive survey guide to learn how to deliver a successful survey project, design surveys, get responses, analyse results, present results and plan action.
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Automate survey tasks and work flows. Connect Spark Chart with 1,500+ apps using Zapier.

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Use feedback to get teams engaged and aligned

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There is an important link between feedback and teamwork. Teams and leaders quickly get engaged with survey results.
Survey Goals & Objectives

Why are survey goals and objectives important?

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Establishing clear survey goals and objectives is essential to get valid and valuable data. The objectives should guide your survey design.
Survey Policies

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Clearly communicated polices guide the actions of those who manage survey projects and also protect respondents.
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Tips to conduct a survey pilot

Conducting a survey pilot helps confirm the validity of your questions and the effectiveness of the messages in your communication.
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How to deliver a successful survey project

A successful survey project depends upon having 1) a robust process and 2) expertise in designing surveys.
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6 simple ways to make your survey incentives effective

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When you issue a survey, it’s vital to give your audience good motivation for doing it. Incentives can help.
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What is informed consent? When should you get it? When do you have to get it? How do you collect it?
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Spark Chart Surveys

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Survey writing that gets you good data is almost impossible without establishing clear survey goals and objectives.

Plan survey projects with Spark Chart

Spark Chart provides the resources and tools to help plan survey projects. Spark Chart is the survey tool to help you rapidly develop ideas and get answers!

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. Here is a simple process to follow to ensure success.

Establishing survey goals is essential to plan survey projects

Establishing clear goals and objectives is essential to create a survey that results in valuable data. A goal is an overarching principle or broad statement of the primary aim or outcome. It guides decision making. Objectives are specific and measurable steps to meet the goal. So, start by writing an overall goal and then break it down into objectives. Resist the urge to dive head-first into question writing.

Here is  a process to plan survey projects

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