49+ Sample Survey Checklist Templates

What Is a Survey Checklist?

A survey is relevantly applied to research. It refers to a thorough investigation of specific attributes and facets of a population. The process is done through means of gathering data from a sample population. The answers collected will be used to estimate the population’s characteristics using a systematic statistical formula. When you plan to prepare and observe a careful system for any site survey, use a survey checklist. This document outlines all preparations, steps, and tips on how to manage an effective survey for any research purpose.


According to the Federation of American Scientists (FAS), approximately 6.9 million scientists and engineers worked in the US in 2016.

Also, did you know that social media usage was estimated to reach 3.6 billion people globally in 2020?

Why Is a Survey Checklist Important?

Surveys are known to have many functions—to assess the quality performance of every employee, inspect the construction of a building, gather feedback from customers, or even evaluate the grades of each student. For whichever purpose you use the survey form, what matters is you know the importance of a survey checklist. These checklists mark as your ultimate guide when you lose track of how to establish surveys. Since everything is outlined and instructed in the list, gone are the days you struggle due to being forgetful and unsure of how the process works.

On another note, survey checklists save time. Compare your performance in surveying with a document tailored with instructions compared to surveying without one. Of course, processes run quickly with a listed form. More so, the checklists are easy to use. Just put checkmarks to every checkbox with enlisted tasks when you finish them. Once all boxes are filled, you are through with the survey. Hence, a survey checklist should be part of your research plan.

Who Prepares Survey Checklists?

Survey checklists are generally prepared by researchers who plan to conduct the survey themselves. Since a researcher aims to do the research thoroughly, he or she should survey to make it right. And since how research goes depends on the researchers, it is no surprise they have to do the planning process, including creating a reliable survey checklist. But sometimes, who makes the checklist would not always be the surveyor. For example, there were 6.9 million engineers and scientists in America as of 2016. That totals to 4.9% of the US employment. If such engineers and scientists focus on other important tasks, then they can assign other professionals as surveyors. The scientist or engineer would prepare the survey checklist for the assigned surveyor to follow.

The Big Four: Elements of a Survey

People have different ways of how to form their survey. But, there usually are a few elements that make every survey similar. And in this segment, we outlined the four major elements that make up a general survey—sample, questionnaire, interview, and analysis.

Sample: The sample refers to a chosen target group. So if you have lots of people in a population, you will select a few people as representatives of the total population. For example, Statista reported that social media usage for people worldwide would reach 3.6 billion in 2020. If you plan on surveying social media users, you do not survey the whole billion people. You study the characteristics, views, and responses from chosen representatives only. However, deciding how many people to use as your sample should be carefully calculated. Remember that the demographics of a population may change anytime, so be timely in handling your data.Questionnaire: Researchers put all the important questions that could answer the information they seek in a questionnaire. So, expect a survey checklist to outline how the questionnaire turns out too. Moreover, questionnaires do not have to be lengthy. Respondents might get bored or tired to fill out the details of a questionnaire with numerous pages. A tip to prevent a time-consuming process is to use structured questions that can be answered through checks, circles, or lines. And be sure to add variety wherein you do not just ask yes-or-no questions. If someone answers yes, to what intensity do they say yes? Do they strongly agree, just agree, or seem unsure? Incorporate measurements to the degree of each answer.Interview: Surveys may need to contact the sample for an interview. Interviews are useful to ask other intriguing questions or to clarify the respondents’ answers. Instead of finalizing a target population’s answers from the questionnaire, there is room for the sample to add personal opinions to help the study. While it is imperative to interview the right respondents, never forget to select the right interview technique. Do you need to manage personal, telephone, or visual interview? Each technique has its pros and cons, and you better use the best tactics that can benefit your research the most.Analysis: Of course, surveys are not simply gathering information since analyzing is part of the process. So after determining the sample, sending questionnaires, and conducting interviews, data analysis comes next. Researchers have many factors to analyze, like if the results met their expectations. If there were errors in the study, then analysis helps researchers determine the solutions on how to perfect the research. Write the solutions in the recommendations section of the study. Also, there should be interpretations given to the data analyzed until the research conclusion is clear. Although surveying takes time and effort, what matters is that you have these four elements to observe precise and reliable information.

How to Create a Standard Survey Checklist

You already know a lot about the survey checklist down from the meaning, importance, and elements. Now, proceed to familiarize the steps in making the checklist itself. Rest assured that in just five steps, you can finish the job in no time. Without further ado, here are the steps to create a standard survey checklist:

Step 1: Know the Survey’s Purpose and Objectives

Indeed, your checklist contains all the details to form an excellent survey. But why are you surveying in the first place? Determine your purpose and goals first. Do you have clear objectives prepared? Will the results in the survey help you or your organization in any way? Who shall be included in the survey? Knowing the sample is included in the big four, as discussed earlier. Therefore, you plan carefully to use the appropriate representative sample size, distribute the survey, and schedule the survey process.

Step 2: List All the Steps for the Survey Design in a Draft

After deciding the purpose and objectives, begin designing the survey. List down all the steps on how your survey should turn out in a draft. These steps include asking the correct demographics, using the right questions, writing in good language, and maintaining a professional design. Whatever it is that you have planed in designing the survey, jot them down in the draft. Do not mind the sequence or chances of mistakes in the details yet because drafts can still be changed. What matters most is that you listed what can be done to correct your survey.

Step 3: Pick and Transfer the Needed Steps in a Template

Next, transfer the steps from the draft to the template of your choice. But, do not just blindly transfer everything. Choose meticulously on which steps are needed for the checklist. Always remember that the steps to include in the survey would depend on your survey’s purpose and plan anyway. Moreover, rephrase some terms by making them more specific and understandable. Crafting a checklist that confuses you, in the long run, is pointless. And most importantly, arrange the sequence of your steps. A sense of arrangement keeps the information more organized.

Step 4: Add the Finishing Touches

Slowly complete the survey checklist with the finishing touches. For example, is there a clear introductory statement planned on how you wish the questionnaire turns out? Never forget that adding a thank-you page helps at the end of the questionnaire. And if you are part of a company or special group, include your organization’s name, contact details, and logo in the sheet. If there is any way to beautify and improve the outcome of your checklist, then do so.

Step 5: Conduct Final Testing before Launching

Do not launch or use your checklist right away without a final assessment. Maybe a bunch of errors was still left unattended, and every error must be corrected. Otherwise, following the checklist with errors rigidly would lead you to fail in surveying. You can always ask for advice from your peers and revise the whole list one last time. And once you are confident about the document’s result, it is ready to launch.


How many respondents are needed in research?

There is no specific number of how many respondents are needed in every research. That is because the number varies according to the research’s sample size. With the correct sample size calculation, you avoid investigating a very small sample size. Insufficient size may not make a big difference in the results. Meanwhile, a large sample size also makes the study more complicated and may turn unfeasible.

What are the steps of a survey?

The steps and methods used in a survey will depend on the researchers. But generally, surveys come in eight basic steps:

  • Recognize the objectives.
  • Choose the appropriate respondents.
  • Make an analysis plan.
  • Create the survey.
  • Conduct a pre-test of the said survey.
  • Distribute and begin the survey.
  • Analyze and interpret the data.
  • Report the results.

What is CLA?

CLA is an acronym for checklist analysis—a method used in determining and managing risks. Expect the list to contain every step, task, or detail used in analyzing to check if processes went according to plan.

Your survey checklist is not merely as basic as a standard to-do list. There is a system involved in planning, questioning, testing, analyzing, and more. Therefore, there is a lot to keep in mind. Once you have a well-thought-out checklist prepared, the process runs easily. And what is even better? You do not have to start from scratch. Download from our sample survey checklist templates now!