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Survey brief

What outcome, population, instrument, and decision logic should govern a survey?

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Start with a clear working structure.

The survey brief turns a recurring piece of work into a record that another person can understand and continue. The working view makes decision, objectives, and population visible so discussion can move from general opinion to a specific action or decision.

Survey briefGuided working template
Step 1Context and intent

State the choice, accountable decision-maker, rationale, decision date, rejected alternative, and trigger for revisiting it. Define the measurable result, target group, deadline, evidence of success, and guardrail that must not deteriorate. Complete the remaining items so this section is ready for review and use.

Step 2Assessment and design

Define inclusion and exclusion criteria, required coverage, sample size, recruitment source, consent, and bias risk. Define the measure, formula or evidence source, baseline, target, owner, cadence, and decision it can change. Complete the remaining items so this section is ready for review and use.

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