Purpose Statement
One-paragraph explanation of why the survey is being run, who will see results, and how results will be used to improve workplace conditions or programs.
A consistent survey provides baseline metrics to track engagement, reduce turnover costs, and guide targeted interventions while documenting evidence-based actions tied to employee feedback.
Participation rates and response quality vary by anonymity, survey length, and internal communications; plan distribution and follow-up to improve completeness.
One-paragraph explanation of why the survey is being run, who will see results, and how results will be used to improve workplace conditions or programs.
Optional items such as department, tenure, and role level to permit subgroup analysis while minimizing re-identification risk for small groups.
Standardized Likert-style items measuring motivation, satisfaction, and intent to stay; use consistent anchors and include reverse-coded items when appropriate.
Free-text questions for qualitative insights; limit to one or two items to reduce respondent fatigue and collect actionable commentary.
Clear statement whether responses are anonymous or identified and the method used (aggregated reporting, third-party administration) to protect confidentiality.
A follow-up section describing how results will be validated, prioritized, and shared, and who is accountable for specific remedial actions.
| Field | Configuration |
|---|---|
| Anonymity Mode | Anonymous or identified; toggle off collection of names for anonymous runs |
| Response Window | Set start and end dates to control data collection period |
| Reminder Schedule | Configure automated reminders for nonrespondents at preset intervals |
| Export Format | CSV or Excel with coded values for Likert scales |
Confirm platform compliance with applicable standards (HIPAA BAA when collecting PHI, state privacy laws) and verify audit logging for response provenance and dispute resolution.
Select a weekday with minimal other communications to improve visibility
7–14 days is typical for pulse surveys; 2–4 weeks for detailed surveys
Send one mid-window and one final reminder before close
Complete within 1 week of close for rapid action items
Publish within 4 weeks with assigned owners and timelines
Finalize questions and obtain HR/legal sign-off before distribution
Send invitations and open response collection to the recipient pool
Aggregate and validate results, run subgroup comparisons
Prioritize interventions, assign responsibilities, schedule follow-up measurement
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |