Sometimes we can’t reach the people we need to talk to for an interview or need a large sample of people, so that’s where a survey comes in. The Lean Survey worksheet exists to help you craft a concise survey that targets the right people. This exercise will help you determine what information is most important to gain and how to ask for it concisely.
- First, determine what you want to learn from your survey, and what you know already and don’t need to ask about (make sure it’s not an assumption!).
- This will help you to determine who you want your survey to target and who you want to leave out.
- Then, move on to crafting the survey. Start with an intro, which should be inviting and briefly explain why you are conducting the survey.
- Next, ask your screener question. This should be a demographic/interest-based question aimed at making sure the survey is going to people from the “People We Need” section and not “People We Don’t Need.”
- Craft your survey questions based on what you need to know. To keep the respondents attention, we recommend not asking above seven questions.
- Finally, thank your participants and let them know next steps if applicable.
- The next step is to send this survey out in relevant channels where you can find your target survey takers.