Preparation Resources

Guide Home Participation Preparation Administration Interpretation Intervention SOE Home

Phase 1 - Basic Set-up:

  Survey Administration Options Form (pdf file)
  Timeline, distribution date & data collection period
       Timeline and Checklist (pdf file)
  Survey Format  
       Draft of the Hardcopy Version
       On-line Survey of Organizational Excellence
  Return envelope option  
  Address to deliver Survey Packets 

  Survey instructions reviewed
         On-line Survey Flyer
         Sample On-line Survey of Organizational Excellence

Phase 2 - Customization:

  Survey Customization Sheet (pdf file)
  Custom Introduction Options
  Cover letter
      Sample Cover Letter (pdf file)
 Organizational categories 
 Additional Items
      Sample Additional Items: General
      Sample Additional Items: Higher Education

 Employee list formatted correctly and sent to Survey Office

 Executive Director notifies employees of pending survey

          The Survey Administration Options form arrives in the Liaison's packet.  It requests that options be chosen for the distribution date, data collection period, and the survey format.  If the on-line/hard copy version is selected, this requires selection of a return envelope option, the organization's delivery address and any special sorting required for delivery of the survey packets.  There is an optional offering of training on the survey process, usually scheduled in the late summer.

        The liaison reviews the survey instructions for both formats in preparation for assisting employees.  The organization's cover letter is developed or, if a past survey participant, revised.   Organizational categories and additional items are finalized and become part of the cover letter or are added as a survey insert.  The electronic employee list is developed to support the survey format chosen and forwarded to the Survey Office.  It is strongly suggested that the Executive Director notify employees of the pending survey to begin engagement in the process.  This brings us to Administration.