What are the recommended timelines for various project phases?

Here is an overview of the typical project timeline for an engagement survey:

  1. Initial Phase (1-2 weeks):

    • Kickoff call

    • Survey design (1-4 weeks, can extend up to 6 weeks)

  2. Pre-Survey Phase (2-3 weeks):

    • Pre-survey communication (1-6 weeks)

  3. Survey Phase (2-3 weeks):

    • Data collection (typically 2 weeks, rarely more than 3 weeks)

  4. Analysis and Reporting Phase (1-2 months):

    • Online reporting becomes available

    • In-depth analysis and connecting the dots

    • Presentation of results to leadership team (in stages)

  5. Post-Survey Phase (6-8 months):

    • Ongoing access to online reporting

Overall timeline:

  • From signing to kickoff: As quick as a few days

  • From kickoff to survey launch:

    • For new clients: Recommended 6-8 week window

    • For experienced clients: Can be as tight as 4-5 weeks

It's important to note that the entire process typically spans about three months, broken down into these phases:

  • Month 1: Kickoff, survey design, email list preparation, communication planning

  • Month 2: Data collection (first 2-3 weeks), initial reporting (last week)

  • Month 3: Rolling out results to the rest of the organization

These timelines can be adjusted based on your organization's size and specific needs. We're flexible and can work with you to create a timeline that best suits your requirements.

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