1. Define the scope and coverage of the survey
- Set up goals and objectives of the survey
- Determine the subject on which employees' opinions are to be collected
- Define timeframes for the survey
- Consider which employees are to be included in the survey (all employees, one department, only sales specialists, etc.)
- Explain the reason behind the survey to all employees
2. Decide who is to run the survey
- Think over who could be assigned to role of the survey coordinator
- Prepare survey documentation
- Consider whether you need to involve an agency or external consultant to run the survey
3. Selecting a survey method: Questionnaire and face-to-face interview
- Select a method depending on the number of the employees to be surveyed, the type of information needed and the resources available
- Consider Questionnaire method
Questionnaire is to be filled in by the employee. This method is particularly useful when there is a lot of employees to be examined and when the information is of the "Yes/No" type.
- Consider face-to-face interview with the employees
This method can be organized on either an individual or group basis. As you contact the employee interactively, true attitudes can be studied more deeply. The disadvantages of this method are that the interviews are time-consuming, impractical for a large number of the employees, and can suffer from inconsistent results that are difficult to assess.
4. Defining the questions and procedures
- The questionnaire (or guidelines for face-to-face interviews) should be formulated considering he following points:
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