Creating surveys

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Creating a quick survey

1. Go to Surveys in the sidebar
2. Click Create Survey
3. Select Quick Survey
4. Configure your survey:
   • Title - What you’re asking about
   • Question - The main question (appears with a 1-10 scale)
   • Follow-up prompt - Optional text field prompt
   • Project - Associate with a change initiative
5. Click Create

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Example quick survey

• Title: Q1 ERP Migration Readiness
• Question: How prepared do you feel for the upcoming ERP migration?
• Follow-up: What concerns do you have about the migration?

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Creating a comprehensive survey

1. Go to Surveys
2. Click Create Survey
3. Select Comprehensive Survey
4. Add basic details:
   • Title and Description
   • Associated project

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Adding sections

1. Click Add Section
2. Enter section title and description
3. Sections are ordered—drag to reorder

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Adding questions

1. Click Add Question
2. Choose question type:
   • Rating - 1-10 scale
   • Text - Open-ended response
3. Enter the question text
4. Set as required or optional
5. Add more questions as needed

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Example structure

Section 1: Awareness
  - How well do you understand the upcoming changes? (Rating)
  - What information would help you feel more informed? (Text)

Section 2: Capability  
  - How confident are you in using the new system? (Rating)
  - What training would be most helpful? (Text)

Section 3: Readiness
  - Overall, how ready do you feel for this change? (Rating)
  - Any other concerns or feedback? (Text)

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Survey settings

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Previewing surveys

1. Click Preview in the survey editor
2. Step through as a stakeholder would see it
3. Make adjustments as needed

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Saving and publishing

• Save as draft - Continue editing later
• Open survey - Make available for responses
• Close survey - Stop accepting new responses