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Pre-survey checklist

AskYourTeam Help CentreCreating & managing surveysCreating Surveys

Pre-survey checklist

Before you start creating a survey, we recommend you take some time to review our pre-survey checklist to ensure you have everything in place. 

  • IT Checks - ensure that all IT checks have been completed including Email Checks and Website and Browser Support

  • Survey best practice - we recommend you have a read of our Survey Best Practice article for more information on how to get the best out of your survey

  • Survey Details - these are things like the name of the survey, when you want to start your survey, how long you want this to run for, and how you want to personalise this

  • Participants - understand where you will get your list of participants from. Will this be exported from an HR or payroll system? You will need to populate your Participant Library with participants names, emails or mobile phone numbers (or neither if using passcodes), and any demographic information. Set a response rate target that you would like to see

  • Demographics - what demographics are to be used to give maximum value when drilling down in the reports? Are the demographic options to be pre-populated for the participants? (Ensuring the threshold is understood)

  • Questions - what AskYourTeam questions are to be used? Are any questions to be edited? What customised questions are needed?

  • Preview Survey - who will preview the survey before completing the setup? This is a great sanity check that all the correct information has been included when personalising the survey messages.

  • Communications - have you thought about pre-survey communications to leaders/wider team? We recommend raising awareness of the survey with a good internal communication plan. Create a buzz in the team, or set incentives to help meet your response rate target.

  • Report Viewers - who will be able to view reports? Think about who should view the reports once the surveys have closed and what demographic information each report viewer should have access to.

  • Timeline - set and share a timeline with leaders/wider team to include when insights/actions will be shares and first retest