One-page survey checklist (short version)
A short version to fill in: just the essentials at a glance.
| Task | Responsible | Deadline | ✓ |
|---|---|---|---|
| 1. Planning & design | |||
| Survey goal clearly defined and documented? | ☐ | ||
| Research questions agreed? | ☐ | ||
| Only essential information requested (data minimisation)? | ☐ | ||
| Questionnaire structured logically and easy to understand? | ☐ | ||
| Suitable question types and scales chosen? | ☐ | ||
| Respondent path including branching defined? | ☐ | ||
| Accessibility considered in the design (simple structure, plain language)? | ☐ | ||
| 2. Implementation & organisation | |||
| Welcome page with goal, duration and key information in place? | ☐ | ||
| Privacy policy & imprint included? | ☐ | ||
| Participant information complete and clear? | ☐ | ||
| Contact person named? | ☐ | ||
| Invitation strategy agreed (channels defined)? | ☐ | ||
| Technical set-up in the tool completed? | ☐ | ||
| Accessibility supported technically (e.g. keyboard, screen reader)? | ☐ | ||
| 3. Pretest & quality assurance | |||
| Content pretest carried out (clarity checked)? | ☐ | ||
| Feedback incorporated? | ☐ | ||
| Technical test on devices & browsers carried out? | ☐ | ||
| Data checked for analysability (structure, coding)? | ☐ | ||
| Accessibility tested (navigation, readability, assistive tools)? | ☐ | ||
| Test data deleted before going live? | ☐ | ||
| 4. Running the survey | |||
| Survey live and accessible? | ☐ | ||
| Participation and drop-out rates monitored? | ☐ | ||
| Participant feedback taken into account? | ☐ | ||
| Unclear questions identified and adjusted if needed? | ☐ | ||
| Accessibility monitored while the survey is running? | ☐ | ||
| 5. Completion | |||
| Data exported and backed up? | ☐ | ||
| Data cleaned (completeness & plausibility)? | ☐ | ||
| Results analysed and documented? | ☐ | ||
| Results communicated? | ☐ | ||
| Actions agreed and recorded? | ☐ | ||
Checklist for planning, running and analysing surveys
| Task | Responsible | Deadline | ✓ |
|---|---|---|---|
| 1. Planning | |||
| 1.1 Purpose and objectives | |||
| Purpose of the survey clearly defined (measurable objectives) | ☐ | ||
| Research questions or evaluation goals documented | ☐ | ||
| Intended use of the results agreed | ☐ | ||
| Survey stakeholders identified | ☐ | ||
| 1.2 Information requirements | |||
| Data needed to meet the objectives specified | ☐ | ||
| Data minimisation applied in line with data protection principles | ☐ | ||
| Relevance of each question justified and documented | ☐ | ||
| 1.3 Survey design | |||
| Questionnaire structured logically and consistently | ☐ | ||
| Validated question types and scales selected | ☐ | ||
| Respondent path including branching defined | ☐ | ||
| Completion time estimated and checked | ☐ | ||
| Accessibility requirements taken into account (based on WCAG) | ☐ | ||
| 2. Implementation | |||
| 2.1 Information and communication obligations | |||
| Introduction page covering purpose, duration and conditions created | ☐ | ||
| Privacy notice and imprint provided | ☐ | ||
| Participant information complete, clear and transparent | ☐ | ||
| Contact point or responsible person named | ☐ | ||
| 2.2 Technical implementation | |||
| Survey set up in the survey tool | ☐ | ||
| Functionality tested on target devices and systems | ☐ | ||
| Accessibility checked technically (assistive technologies, navigation) | ☐ | ||
| Invitation process set up and tested | ☐ | ||
| 2.3 Recruitment | |||
| Recruitment strategy defined and documented | ☐ | ||
| Distribution channels agreed (email, QR code, web etc.) | ☐ | ||
| 3. Pretest and quality assurance | |||
| 3.1 Content validation | |||
| Pretest carried out with representative test participants | ☐ | ||
| Clarity and interpretation of questions checked | ☐ | ||
| Feedback documented and acted on | ☐ | ||
| 3.2 Technical validation | |||
| System tests run on different devices | ☐ | ||
| Browser compatibility checked | ☐ | ||
| Invitation emails successfully test-sent | ☐ | ||
| 3.3 Data validity | |||
| Test data collected | ☐ | ||
| Coding and data structure checked | ☐ | ||
| Data confirmed to be analysable | ☐ | ||
| Test data deleted before going live | ☐ | ||
| 3.4 Accessibility testing | |||
| Use without a mouse tested | ☐ | ||
| Screen reader compatibility checked | ☐ | ||
| Contrast and readability requirements verified | ☐ | ||
| 4. Running the survey | |||
| Survey live and accessible to participants | ☐ | ||
| Participation and drop-out rates monitored continuously | ☐ | ||
| Anomalies identified and documented in real time | ☐ | ||
| Participant feedback collected and assessed | ☐ | ||
| Corrective action taken where needed | ☐ | ||
| Accessibility monitored throughout the survey | ☐ | ||
| 5. Completion, analysis and improvement | |||
| 5.1 Data management | |||
| Full data set backed up and exported | ☐ | ||
| Data cleaned (plausibility, completeness) | ☐ | ||
| 5.2 Analysis | |||
| Data analysed according to the defined analysis plan | ☐ | ||
| Results documented in a traceable way | ☐ | ||
| Validity of the results checked | ☐ | ||
| 5.3 Communication | |||
| Results reported in a structured way | ☐ | ||
| Stakeholders informed | ☐ | ||
| Resulting actions documented | ☐ | ||
| 5.4 Continuous improvement (PDCA cycle) | |||
| Lessons learned documented | ☐ | ||
| Areas for improvement identified | ☐ | ||
| Process adapted for future surveys | ☐ | ||
What is LamaPoll?
LamaPoll is a survey tool for creating online questionnaires. Our survey tool lets you create, run and analyse online questionnaires quickly and easily. Create your questionnaire in just a few steps, customise it for your organisation and conveniently invite customers or employees by email. An online questionnaire enables you to gather insights quickly and easily to improve customer or employee satisfaction. You can register for the LamaPoll survey tool free of charge and immediately create and run online surveys with up to 50 participants. If you need more responses for your online questionnaire, simply choose one of our plans: billed monthly, cancel any month. You can also choose from our online questionnaire templates and examples.
