Surveys are used with Serendata to measure stakeholder sentiment, change readiness, impact, and adoption across your organisation. This article explains how to create, distribute, monitor, and analyse surveys.
To create a Survey within Serendata:
Step | Action |
1 | Click Surveys from the Side Bar on the left-hand side of the screen. |
2 | Click  to create a new Survey. |
This opens the Survey Creator. The Survey Creator is used to input key information on the Survey. This includes: (Note: All fields denoted with an * are mandatory fields).
Survey Name – Enter an appropriate Name for the Survey. Content in this field will be displayed to all recipients of the Survey
Start and End Date – This specify how long the Survey is active for and during which responses will be collated
Description – Enter a short description of the Survey
Owner - The owner is the project team member who will be managing the survey results
Survey Type – Use this field to specify the Survey Type - General, Change Barometer and/or Readiness Survey
General Surveys: are standard surveys used to gauge any relevant aspect of Personnel sentiment within the scope of your project.
Change Barometer Surveys: are presales tools to inform the resourcing and costing of Change Management Solutions based on project size and complexity, change capability, capacity and other key risks.
Readiness Surveys: Readiness Surveys are surveys used to gauge audience readiness over a period, conducted in Serendata using the AUCCA scale.
Anonymous – Recipient data can either be displayed or withheld from the survey as required
Response Authentication – Use this option to connect the Survey to other data captured and stored within Serendata for the recipients in question
Share Via – Select the required option of how the Survey will be distributed to all Survey recipients. Surveys can be shared either by an Open Link, that is distributed to respondents, or directly through Serendata in the form of an Email from Serendata.app
Once all the require information has been entered:
Step | Action |
3 | Click  |
This opens the Survey Template.
The left-hand side of the screen displays the question types. There are a variety of different question types that can be added to your survey. For example: Single and Multiple Choice.
Step | Action |
4 | Click  to add a question to the Survey. |
Use the window below to specify the Question Type and to input the question itself.
Question Types include:
Single Choice: One option per respondent per answer
Rating: Responses are chosen from a created scale e.g. 1-5
Multi Choice: Respondents can select one or more answers from a selection list
Slider: Respondents can select an answer on a sliding scale e.g. 1-5
Single Choice Dropdown: A respondent can select one answer from a dropdown list
Multi Choice Dropdown: A respondent can select one or more answers from a dropdown list
Ranking: Respondents can rank the answers in any order that they deem correct
Single Line Answer: A Respondent can write a short answer to the question, no more than one line
Long Text Response: A Respondent can respond in detail to the question being asked
Multiple Text Fields: A Respondent can respond to the question in multiple free text boxes
Single Choice Matrix: Respondents can answer a question in by combing various single choice responses
Note: When creating Readiness Surveys, the option to add readiness questions in the AUCCA style become available.
On the right-hand side of the Survey Designer is the Settings Hot Bar. This houses General, Navigation, Question, Page and Data settings, as well as your Thank You page.
Here you can adjust various parameters of your survey. Survey elements that can be amended include Survey Title, Survey Description, Survey Language and Question Type.
Navigation settings include setting pertaining to Survey Layout, Navigational Button Alignments and the Text that appears on the buttons.
Question Settings include the order in which questions appear, how questions are aligned and numbered within the Survey
Page Settings include creating custom title pages for both internal and external use, how each page is titled and numbered and which pages are disabled and enabled.
Data Settings include clearing Hidden Question Values, when and how input field values are updated during survey response, Auto Save Progress on Page Change and using the answer ‘Other’ as an input option.
The Thank You Page allows a Thank You page to be created on conclusion of the Survey.
Survey Preview:
Once your survey is created and the questions are in place, the Survey can be previewed from the End Users perspective.
Step | Action |
5 | Select the Preview tab. |
Survey Logic
On creation of the Survey, logical rules to dictate who can and can't answer what questions can be added. Restrictions can be applied by numerous factors such as previous answers or business role.
If for, for example "question answer" = yes, then an action could be taken to limit the ability of respondents who fulfil this condition to answer further questions.
Readiness Surveys
With Readiness Surveys, as the first step, link the Survey to Pulse. Pulses are created in Core Data and are used to track the dates in which the Readiness Survey is issued to the affected audiences (see the article on "Audiences" within Serendata for more information)
On creation of the Readiness Survey, the "Readiness Question" becomes available. Readiness Questions are questions with single choice questions tied to the AUCCA scale. The answers from these can be linked to Audiences and plotted on Serendata's Readiness Chart and Audience Sentiment Grids.
When creating a Readiness question, you must tie it to a specific element of the AUCCA scale, whether it is an Awareness, Understanding, Commit, Acquire or Apply question.
Choice Options can be edited in the settings section on the right-hand side, in the Readiness Survey specific "Choice Options" settings.
Chang Barometer Surveys within Serendata are a premade, presales tool to inform the resourcing and costing of Change Management Solutions based on project size and complexity, change capability and capacity and other key risks. Note: Change Barometer Surveys have locked questions for particular clients.