Purpose
A concise statement explaining why feedback is collected and how it will be used and reported.
A formal questionnaire creates consistent, documentable feedback that supports data-driven DEI initiatives, helps identify systemic issues, and provides a defensible record for decision-making and reporting.
Distribution and signatory roles vary by organization size; privacy and consent controls determine whether responses are anonymous or attributable.
A concise statement explaining why feedback is collected and how it will be used and reported.
Defines respondents, units included, time frame, and exclusions to limit ambiguity and support comparability.
Optional, standardized demographic questions that permit aggregated analysis while minimizing re-identification risk.
Behavioral and situational questions about inclusion, observed bias, access to development, and psychological safety.
Instructions about anonymity, data use, retention, and opt-out procedures, including any required consumer disclosures.
Structured response options, scoring rules, and open-text fields to enable analysis and recommendations.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS OTP, or single sign-on depending on sensitivity |
| Conditional Logic | Show or hide follow-up questions by prior answers |
| Anonymity Setting | Enable survey anonymity or allow identified responses |
| Export Format | Set CSV, PDF, or spreadsheet output for analysis |
Ensure the platform provides audit trails, export controls, and retention settings compatible with your compliance obligations.
1–2 weeks to reach all invitees depending on size
Commonly 2–4 weeks with midpoint reminders
Analysis completed within 30 days after close
Leadership summary distributed 30–45 days after analysis
Periodic records review aligned with retention policy
Finalize questions and receive HR or legal sign-off.
Set authentication, anonymity, and export options.
Send invitations and confirm deliverability.
Aggregate results and prepare executive summary.
A regional healthcare system conducted an anonymous climate survey to identify training gaps
A university unit surveyed staff engagement with DEI initiatives to measure program reach
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |