This page is designed to serve as a checklist for the survey process.  The check list is divided into and linked to different sections (related topics are listed below each heading). If at anytime you have a question or a suggestion on how to improve this material, please click on the email address located on the bottom of the any page, and we will be happy to respond.

Guide Home Participation Preparation Administration Interpretation Intervention SOE Home

The Survey of Organizational Excellence
Checklist

check.gif (890 bytes)

DATE

DESCRIPTION

                              Participation
. .   Decision to participate
. .   Survey Contact Sheet returned to Survey Office
. .   Payment method selected and sent to Survey Office
                             Preparation
. . Phase 1 - Basics finalized with Survey Office:
. .
Survey Administration Options
 
Distribution date
  Data collection period
  Survey format
  Return envelope option
  Address to deliver Survey Packets
. .   Survey instructions reviewed
. . Phase 2 - Finalizing customization options with Survey Office:
. .   Cover letter
      Organizational categories
.     Additional Items 
. .   Employee list formatted correctly and sent to Survey Office
. .   Executive Director notified employees of pending survey
                            Administration
. .   Employees notified and encouraged to participate in the Survey
. .   Survey Packets distributed through organization's mail system
. .   Employees are reminded of Survey prior to the due date
. .   Employees are notified that data collection period has ended.
. .   If collected in bulk, Surveys are returned to the Survey Office
                            Interpretation
. .   Hard copy reports reviewed
. .   Electronic data reviewed
. .   Summary and comparison reports prepared
                           Interventions
. .   Results reported to employees; the change process begins

Last Update:  August 17, 2001
Questions and comments to: soe@uts.cc.utexas.edu
School of Social Work at UT Austin

Copyright Survey of Organizational Excellence. All rights reserved.