Planning an employee survey: the first steps

A successful employee survey starts with clear planning, not with the questionnaire. First, decide what you want to learn, who you need to survey and how you will build trust in the process. The following steps will help you prepare your survey effectively.

 

Plan an employee survey in six steps

1. Set your objectives

Define what you want the survey to reveal. Clear objectives help you select relevant questions, interpret the results meaningfully and take effective action afterwards. Set objectives for your employee survey

2. Protect data and anonymity

Employees will only provide honest feedback if they can trust that their data is protected and their responses are treated anonymously. Establish both before launch and explain them clearly. Data protection in employee surveys · Anonymity in employee surveys

3. Define the target group and access

Decide who should take part: all employees or specific teams, locations or groups. Plan early how you will reach employees who do not have a fixed workstation or regular access to a computer. Define the target group · Analyse employee accessibility

4. Prepare your communications

Explain the reason for the survey, its purpose, the process and how the results will be used. Clear, timely communication builds acceptance and can substantially improve participation. Prepare communications for your employee survey

5. Structure the topics and questions

Select topics that support your objectives, write clear questions and keep the questionnaire as concise as possible. This will give you answers you can genuinely use. Formulate survey questions · Choose question categories and areas of focus

6. Choose the right tool

Your survey tool should fit your target group, data protection requirements, desired level of anonymity and planned process. Find the right tool for your employee survey

Once these foundations are in place, you can create the questionnaire, run the survey and evaluate the results in a focused way. Careful preparation increases participation and improves the quality of the insights you gain.

What is LamaPoll?

LamaPoll is a survey tool for creating employee surveys and measuring employee satisfaction. You can use it to create, conduct and analyse all types of employee survey. Create your employee survey in just a few steps, apply your organisation’s corporate design and invite employees conveniently by email or via your intranet. You can quickly gain insights that help improve employee satisfaction. You can register for our survey tool free of charge and immediately conduct surveys for up to 50 employees with no obligation. If you need more responses to your online employee survey questionnaire, simply choose one of our monthly plans. You can also use our employee survey questionnaire templates and examples.

Last updated on October 2, 2026


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