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Guide to using our survey project plan template
Guide to using our survey project plan template

A guide to using our survey project plan template

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What can I learn from this page?

A guide to using our survey project plan template

Who is this guide for?

Account Admins, Survey Admins, Survey Creators

What is it?

This is a template of a what a typical project plan for an Engagement survey looks like when working with Culture Amp. It has been built for you to start using immediately. All you need are the dates you would like to kick off and close the survey, and the project plan will automatically project the rest of the key dates for you.

How will it help me?

This template has been designed to cover the key stages of a standard Engagement survey. If this is your first time launching an Engagement Survey with Culture Amp, this template will help you understand how the process works, shares with you best practice, and includes links to relevant pages in the Academy.

If this isn’t your first time running an Engagement survey with us, it is still a great place to start with setting up the project timeline.

How do I use it?

You will find the project plan file with 3 key tabs within.

  • Instructions

  • Project Plan

  • Activity Definitions

What if I have more questions?

This template is a great place to start your project plan, but it isn’t meant to be exhaustive. Please continue to work with your Customer Success Coach to update and plan the project.

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