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Worksheet: Survey Best Practices Checklist

Conduct an effective survey and find actionable results

Surveys can be an effective way to get feedback from individuals to gauge satisfaction, plan for process improvement or measure success of an initiative. When planning a survey, there are a number of things you should consider in order to get the most helpful results.

The checklist includes important steps for:

  • Planning your survey, including setting goals and writing questions
  • Distributing your survey and collecting meaningful responses
  • Analyzing your survey results and making a plan for action

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