Humanics, Inc. / Survey Planning and Implementation Process

 




Humanics customizes our survey process for each client, and identifies the primary activities for each phase. This process helps to confirm roles and responsibilities and to establish realistic time frames.

  Survey Planning and Implementation Process  
Phase Primary Activities Time Frame
PHASE 1:
Survey Planning
Define survey objectives, key roles & responsibilities
Design survey instrument(s)
Test/validate survey instrument(s)
Develop implementation schedule
PHASE 2:
Survey
Announcement
Develop communications to announce survey
- Purpose & objectives
- Outcomes
- Survey follow-up plans
PHASE 3:
Preparation for
Survey
Administration
Prepare survey instrument(s)
Coordinate schedule for survey printing, administration & processing
Coordinate logistics with corporate local management
PHASE 4:
Survey
Administration
Schedule logistics for survey administration
[distribution: electronic, mail, administer in large groups]
Ship/transmit completed survey data for processing
PHASE 5:
Survey Processing
& Report(s)Generation
Process surveys and generate survey reports
Establish schedule for report completion
Establish guidelines for senior management feedback
PHASE 6:
Management Feedback &
Action Planning
Review survey results with management groups
Train key personnel in survey feedback & action planning process
Plan feedback meeting(s)
PHASE 7:
Feedback
Session(s)
Conduct feedback meeting(s) to present survey results,
key issues, and develop action plans
PHASE 8:
Action Plans
Implementation
Prioritize action plans
Implement actions
Report on actions taken and planned

PHASE 9:
Action Plans
Communication & Results Tracking
Benchmark best practices
Communicate implementation of action plans
Build internal networks to share issues/actions
Track overall progress and trends