How IT surveys can generate work that fails to deliver, and what to do:

Mention a survey and people have pen ready to write questions. As with so many things, designing surveys operates on the 80/20 rule. In this case a successful survey requires 80% of the work to be focused in the planning and design phase. To collect useable quality data and not irritate your clients; here are the four key points to keep you on track.

Point one - respect your client's time

Everyone is busy. When you ask clients’ to take time to answer a survey, your job is to ensure the survey you give them is clear, short, relevant and easy to answer. To achieve that keep in mind peoples pet hates about surveys:
  1. No clear objective to the survey
  2. Too many questions, particularly free text ones
  3. Being sent a survey that’s not relevant to them
  4. Poor survey layout with questions not in logical order
  5. Mismatch between question and response type
  6. Asking about more than one issue per question

Point two - the objective determines everything

No clear objective is the main reason IT surveys deliver poor data. If the objective is vague or too broad, your survey questions will be the same. Vague questions lead to unusable or unreliable data. Ask yourself:
  • What is the purpose and objective of conducting the survey?
  • What are we trying to find out?
  • Is a survey the best way to collect the information needed?
  • Who do we need to ask to obtain the required information?

Point three - test, test, test...

When you’ve completed writing the survey questions:
  • Run a trial of the survey on a friendly contact (outside of IT) to test if the questions will return the information required
  • Give up the notion that a survey has to have lots of questions. Ask the least number of questions required to deliver the information.
  • Cross check the scope of the questions to ensure they don’t stray into another group’s territory

Point four - close the feedback loop

Survey results need to be distributed to IT management, clients and IT staff. Each group has different information requirements to be planned for:
  • IT Management is usually the main focus of reporting survey results. Keep in mind the more senior the manager, the more pictures and less numbers required.
  • Clients need to know their responses were taken seriously and their time appreciated. Thank clients for responding, give them an overview of the results and what you’re going to do about them.
  • IT staff often have an anxiety about clients “having a say” without the right of reply. Treat IT staff respectfully by releasing the results unabridged and providing an opportunity to debrief their responses to the results.