Survey Readiness Checklist

Survey process owners Updated July 2026

Use this checklist before the survey is launched.

Governance and purpose

  • [ ] Executive sponsor confirmed.
  • [ ] Survey purpose agreed and documented.
  • [ ] Connection to Workforce Management Strategy / people plan confirmed.
  • [ ] Post-survey action planning owner confirmed.

Survey setup

  • [ ] Employee population file complete and checked.
  • [ ] Organisational hierarchy confirmed.
  • [ ] Demographic fields agreed.
  • [ ] Custom questions agreed or explicitly not required.
  • [ ] Paper, assisted or alternate completion options confirmed if needed.
  • [ ] Survey test completed by council project team.

Communications

  • [ ] General employee launch message approved.
  • [ ] Leader briefing material prepared.
  • [ ] FAQ and confidentiality wording prepared.
  • [ ] Reminder schedule confirmed.
  • [ ] Completion support contact confirmed.

Reporting and access

  • [ ] Reporting groups confirmed.
  • [ ] Minimum sample size rules understood.
  • [ ] Portal access roles identified.
  • [ ] Results presentation audience confirmed.
  • [ ] Close-the-loop communication plan drafted.