Use this Checklist to guide you in developing a well-designed survey. You can download the checklist for your later use. 

Planning Phase

• Clearly define the research question.
• Establish specific aims and objectives.
• Identify key concepts and define them using standardised definitions.
• Determine the target population, contactable population, and sampling frame.
• Consider the recall period and relevance for retrospective questions.
• Consider ethical implications and prepare a Participant Information Sheet (PIS).
• Develop a research data management plan.

Design Phase

• Select an appropriate survey method (e.g., online, phone, in-person).
• Ensure the tool/platform supports needed customisations (e.g., skip logic, branding).
• Apply CSU branding and accessibility guidelines.
• Use simple, clear, non-biased language (avoid jargon, ambiguity, acronyms).
• Choose appropriate question types (open, closed, scales, rankings).
• Avoid leading, double-barrelled, absolute, and assumptive questions.
• Group questions logically and apply sequencing principles (e.g., non-sensitive to sensitive).
• Limit mandatory and open-ended questions to reduce fatigue.
• Estimate and manage survey length (aim for <10 minutes ideally).

Testing Phase

• Pilot test the survey with target users or colleagues.
• Assess readability, clarity, response time, and logic functionality.
• Test branching, skip logic, and device compatibility.
• Revised based on feedback and identified dropout points.

Distribution and Analysis

• Use appropriate tools for data collection (e.g., Qualtrics, REDCap, MS Forms).
• Ensure survey access (e.g., QR code/link working).
• Match analysis tools to data types (SPSS for quantitative, NVivo for qualitative).
• Document incomplete/partial response handling.
• Plan for follow-up (reminders, thank-you message, optional interviews).