Establishing secure connection…Loading editor…Preparing document…

Qualitative Research Phase 1 Survey

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Qualitative Research Phase 1 Survey

Agreement Recitals

This Qualitative Research Phase 1 Survey and Services Agreement (the Agreement) is made as of between Client Name: and Research Vendor Name: .

WHEREAS, Client engages Vendor to conduct Phase 1 qualitative research interviews and a structured survey instrument to gather user insights, and Vendor represents that it has the personnel, methodology, and experience to perform such services in accordance with the terms set forth herein; and

WHEREAS, the parties desire to document the scope, payment, confidentiality, and other material terms governing the Phase 1 work to be performed prior to commencement of data collection.

Scope of Work (Phase 1)

Vendor will perform the Phase 1 activities described above, which may include recruitment, moderator-led interviews, note-taking, thematic coding of responses, and a written summary report. Deliverables will be provided in editable and PDF formats unless otherwise agreed in writing.

Survey Participant Information (Phase 1)

Male Female Non-binary Prefer not to say

Consent and Use of Responses

By checking the box below, the participant confirms voluntary participation and grants Vendor permission to record and use anonymized responses in the aggregate deliverables described in the Scope of Work.

I consent to participate in Phase 1 and to the use of my anonymized responses as set forth above.

Survey Questions — Open Response

Payment Terms

Total Fee for Phase 1: $

Deposit amount: $

Late payment fee: and/or $

All amounts are payable in U.S. dollars unless otherwise agreed. Payments not received within the agreed payment period are subject to the late fee above and collection costs, including reasonable attorney fees.

Term and Termination

Term Start Date: Term End Date:

Either party may terminate this Agreement for material breach that remains uncured for days after written notice. Termination for convenience requires days' prior written notice and payment for services performed through the effective date of termination.

Confidentiality

Each party agrees to hold Confidential Information of the other in strict confidence and to use such information solely for the performance of this Agreement. Confidential Information includes nonpublic business information, research data, participant identities, and any materials labeled confidential. Confidential Information does not include information that (a) is or becomes public without breach of this Agreement; (b) is rightfully received from a third party without confidentiality obligations; or (c) is independently developed without use of the other party's Confidential Information.

Vendor shall not identify participants by name in deliverables and will use anonymization techniques when reporting individual responses. If disclosure is compelled by law, the receiving party will provide prompt notice and cooperate to seek protective measures.

Governing Law

This Agreement will be governed by and construed in accordance with the laws of the state of , without regard to conflicts of law principles.

Entire Agreement

This Agreement, including any attached schedules or statements of work, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, understandings, and communications. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Representations and Signatures

Each party represents that it has the authority to enter into this Agreement and that the individual signing below is authorized to bind the party to the terms herein.

Client Name:

By:

Date:

Research Vendor:

By:

Date:

Enter text✕

What the Qualitative Research Phase 1 Survey Is

The Qualitative Research Phase 1 Survey is a structured instrument used to collect open-ended and exploratory feedback from participants during the initial stage of a qualitative study. It typically captures participant demographics, context-setting information, attitudes, motivations, and early reactions to concepts or prototypes. Responses are used to identify themes, inform recruitment for later phases, and shape interview or focus group guides. This survey is usually shorter than full interview schedules, prioritizes breadth of perspectives, and is designed to be analyzable using thematic coding and memoing techniques.

Why this Phase 1 Survey Matters for Research Rigor

A Phase 1 qualitative survey helps researchers screen participants, surface initial patterns, and reduce sampling bias before deeper qualitative work. It supports transparent documentation of participant characteristics and early findings that guide protocol adjustments and resource allocation.

Why this Phase 1 Survey Matters for Research Rigor

Primary Users and Those Who Complete It

Responses inform selection for Phase 2 interviews or focus groups and provide an auditable trail of early participant data.

  • Prospective participants who meet broad eligibility criteria and provide contextual responses for selection.
  • Research coordinators administering remote or in-person screening to build diverse participant pools.
  • Stakeholders reviewing initial thematic signals to refine interview guides and sampling strategies.

Core Elements of a Professional Phase 1 Survey

A well-constructed Phase 1 survey balances concise screening fields with open-text prompts that capture experience and motivation. It should preserve respondent anonymity where appropriate, enable efficient export for coding, and include clear consent language for data use.

Consent

Clear, readable consent that explains purpose, voluntary nature, and how responses will be used and stored.

Demographics

Structured items for age range, location, and relevant attributes to support purposive sampling and subgroup analysis.

Screening

Binary or short-choice items to determine eligibility quickly and route respondents appropriately.

Open Prompts

Two to five targeted open-ended questions to surface motivations, pain points, and context.

Metadata

Capture timestamps, device type, and respondent ID to support data integrity and follow-up.

Export

CSV or spreadsheet export with respondent IDs and raw text fields for thematic coding.

Step-by-Step: Completing the Phase 1 Survey

Follow these steps to submit a complete and useful Phase 1 survey response.

  • 01
    Start: Read consent and study purpose before answering any questions.
  • 02
    Screen: Complete eligibility items to determine whether to continue.
  • 03
    Respond: Answer closed items, then provide thoughtful open-text responses.
  • 04
    Review: Check entries for accuracy, then submit the form to capture timestamps.

How to Configure an Online Phase 1 Survey Workflow

Basic setup ensures consistent distribution, routing, and data capture for Phase 1 surveys.

Field Configuration
Consent Field Required; must block progression if consent not given
Eligibility Branching Conditional routing to screen out ineligible respondents
Open Text Export Enable CSV/UTF-8 export for qualitative coding
Metadata Capture Record timestamp, IP, and device type automatically

Digital Distribution and Platform Requirements

Ensure the chosen platform supports your privacy requirements and can produce auditable exports for coding and IRB documentation.

  • File formats: PDF, DOCX, and CSV exports for raw responses and reports
  • Integrations: Connectors for Google Workspace, Microsoft 365, Salesforce, and NetSuite
  • Security: TLS encryption in transit; AES-256 at rest

Typical Online Signing and Submission Flow for Survey Consents

A simple e-consent and submission flow improves completion and provides an audit trail for compliance.

  • Upload: Researcher prepares consent and survey form in the platform.
  • Place Fields: Add consent checkbox, text fields, and metadata tags.
  • Distribute: Send via email link, SMS, or embed in a recruitment portal.
  • Capture: Platform records consent, responses, and completion metadata.

Best Practices for Reliable Phase 1 Survey Data

These practices help preserve data quality, participant trust, and compliance.

Use clear consent language
Write plain-language consent that explains data use, retention, and contact details for questions.
Limit identifying data
Collect only what is necessary to reduce re-identification risk and simplify IRB approvals.
Pilot test the survey
Run a small pilot to identify ambiguous questions, technical issues, and expected response length.
Export raw data
Regularly export and backup CSV files for coding and audit purposes.

Timelines and Processing Expectations

Timing expectations vary by study and institutional review. Set internal deadlines for recruitment, response windows, and data export.

Recruitment Window:

Typically 1–4 weeks depending on sample size and channels used.

Response Deadline:

Set a clear cutoff date to standardize dataset completeness.

Data Export:

Export raw responses weekly during active recruitment for quality checks.

IRB Reporting:

Follow institutional IRB timelines for amendments and adverse event reporting.

Follow-up Invites:

Send Phase 2 invitations within 1–3 weeks after dataset lock for cohesion.

Common Risks and Consequences of Incorrect Survey Procedures

Data Loss: Inadequate backups can make responses unrecoverable.
Privacy Breach: Collecting unnecessary identifiers increases breach risk.
IRB Noncompliance: Deviating from approved protocol may lead to suspension.
Invalid Consent: Missing or unclear consent can render data unusable.
Sampling Bias: Poor screening questions may skew participant selection.
Statutory Exposure: Improper handling of PHI can violate HIPAA.

Essential Security and Compliance Elements

Encryption: AES-256 at rest; TLS 1.2/1.3 in transit
Audit Trail: Timestamps, IP addresses, and action logs
Access Controls: Role-based permissions and SSO/SAML
HIPAA Support: BAA available for handling protected health information
Data Export: CSV/Excel exports with original timestamps
Retention Policy: Configurable retention and secure deletion options

eSignature Pricing and Feature Comparison for Survey Consents

This table compares common pricing and capability rows; signNow is listed first for direct reference to its published plan structure and feature set.

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 (Business Premium) 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

How Organizations Use a Phase 1 Survey in Practice

Real-world examples show how Phase 1 surveys accelerate recruitment and focus later qualitative work.

Healthcare Pilot

A clinic used a short Phase 1 survey to screen patients for usability interviews

  • 12% of respondents qualified for follow-up
  • The result improved interview sampling and reduced recruitment time by directing resources to high-value participants.

Education Study

A university distributed a Phase 1 survey for course redesign to gather early feedback

  • Responses highlighted three common pain points
  • Faculty used the themes to craft focused focus-group protocols and prioritized changes for the next semester.

Frequently Asked Questions and Troubleshooting

Answers to common questions about completing, distributing, and storing Phase 1 survey responses.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users