Survey Checklist

Pre-Survey Preparation

1. Set Key Dates:

   • Establish your survey start and finish dates.

2. Survey Planning:

   • Review the knowledge base for tips on achieving a high participation rate.
     Obtaining a High Participation Rate

3. Secure Leadership Buy-In:

   • Confirm that senior leaders fully support the survey and its purpose.
     Leaders' Inductions

4. Staff Briefing Plan:

   • Decide when and how to brief staff about the survey.

5. Communicate Confidentiality:

   • Clearly explain how anonymity and confidentiality will be maintained to build trust among staff.
     Welbee's Staff Questions

6. Leadership Briefing:

   • Ensure all leaders understand their role in encouraging staff participation.

7. Schedule Time for Review:

   • Book time for the senior team to review results (typically one week after the survey closes).

8. Plan Staff Feedback:

   • Decide when and how you will provide feedback on survey results to staff.

Running the Survey

1. Launch the Survey:

   • Open the survey on time and communicate clearly with staff.

2. Provide Support During the Survey:

   • Assign a point of contact to address staff questions or technical issues.

3. Monitor Participation:

   • Regularly review the dashboard for participation updates.
   • Take appropriate actions to boost engagement if needed.

4. Close Survey:

   • Close the survey as planned, extending the timeframe if necessary.

Post-Survey Actions

1. Review Results:

   • Analyse survey results as a senior team.

2. Analyse Participation Data:

   • Review participation rates by department or group to identify potential engagement gaps.
     • Use Slide 2 of your dashboard presentation for detailed insights.

3. Engage Your Wellbeing Committee:

   • Share results with your wellbeing committee or equivalent group, if applicable.

4. Celebrate and Action:

   • Identify areas to celebrate and quick wins to implement immediately.

5. External Benchmarking:

   • Compare your results with the benchmarks to gain broader insights.

6. Provide Feedback:

   • Share results with staff and agree on areas for shared action.

7. Plan Quick Wins:

   • Develop actionable plans to address quick wins identified in the survey.

8. Set Goals:

   • Define measurable goals (e.g., future survey scores, reduced absence rates, cost savings).

9. Integrate Actions:

   • Add agreed actions into the school development plan (SDP).

10. Follow-Up Communication Plan:

    • Develop a timeline for ongoing updates to staff about progress on actions taken.

11. Feedback Loop:

    • Include a mechanism for staff to share feedback on the survey process itself to refine future surveys.
      • Consider using Welbee Voice or Welbee Insights to gather this feedback.

12. Monitor Implementation:

    • Review the implementation of plans and actions as part of the SDP process.

13. Evaluate Impact:

    • Measure progress and impact against the goals set post-survey.