Organizational Excellence

Survey Process Checklist

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.

The Survey of Organizational Excellence Checklist
	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


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