Survey Launch Checklist

Use this survey launch checklist before you publish. A few minutes of review can prevent confusing questions, broken links, and a response set nobody knows how to use.

Goal and audience

• Is the decision written in one sentence?
• Is the audience able to evaluate the experience?
• Is the send moment clear?
• Does someone own the analysis?

Questions and scale

• Does every question support the decision?
• Does each question ask about one thing?
• Are the answer choices distinct and complete?
• Are the scale endpoints labeled?
• Is at least one open field optional rather than required?

Use the question reviewer to catch long, double-barreled, or leading wording.

Flow and experience

• Does the introduction explain the time and purpose?
• Does the first screen make the next action obvious?
• Do required fields behave as expected?
• Does the progress indicator match the actual flow?
• Does the success screen explain what happens next?

Invitation and privacy

• Does the invitation name the experience and channel?
• Is the response link correct on mobile and desktop?
• Does the message explain how feedback will be used?
• Are consent and optional fields clear?
• Are you collecting only the information you need?

Test before publishing

Complete the survey as a respondent. Test the shortest and longest path, every choice, the back action, refresh behavior, and the final submission. Confirm that the dashboard receives the response you expect.

Next step

Run the checklist with one colleague, publish the survey, and review the first responses before sending a reminder.

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