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Chapter 5. Develop the Work Plan and Budget

Chapter 5 in PDF format

The survey planning process involves developing a schedule and budget to ensure that the survey is completed on time and within the allocated resources. Prior to conducting a survey, identify specific dates for the period of performance for each task. This will ensure that the survey is completed within the allowed timeframe. Tables A and B contain samples of schedules for a telephone and mail survey, respectively.

Most agencies that conduct surveys of clients have a specific budget allocation for sampling, data collection, data entry, analysis, and report preparation. There is always a tradeoff between the desired procedures and the available funds. Prior to finalizing the design of a survey, develop a budget with a line item for each task. Ensure that costs are realistic. For instance, if an agency is conducting a telephone survey, make sure that the interviewer hours include enough time to contact service recipients more than once in case the sampled person is not at home on the first or second try. That will ensure that the agency is able to implement the survey design and procedures within the allocated funds. Tables C and D contain samples of spreadsheets for estimating costs for each line item. Tables E and F contain samples of budget shells for conducting telephone and mail surveys, respectively.

Clear Steps at the Survey Planning Stage

Survey Planning Process:

POMP Planning Model

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Clear Steps to a Successful Telephone Survey

Telephone Survey Work Plan:

  • Plan
    • Determine purpose of the survey
    • Select appropriate survey instrument
    • Determine the methodology
    • Design data collection procedures
    • Develop cost estimate
    • Determine staff needs
  • Sample
    • Identify population
    • Specify sample selection criteria
    • Identify sampling procedure
    • Identify source of information for sampling
    • Draw sample
  • Pilot
    • Test procedures and revise according to the results of testing
  • Survey
    • Notify selected agencies (if sample is drawn from another agency)
    • Prepare materials: service recipient pre-notification letter
    • Prepare call sheets
    • Select interviewers
    • Train interviewers
    • Conduct telephone survey
  • Prepare Data
    • Enter data
    • Check for accuracy of data entry
    • Review database for outliers and anomalies in the data
    • Code responses to open-ended questions
  • Analyze Data
    • Run descriptive statistics
    • Analyze responses to open-ended questions
  • Prepare Report
    • Prepare draft report
    • Submit report to reviewers
    • Revise report
  • Disseminate Results
    • Develop plan for sharing results
    • Disseminate report
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Clear Steps to a Successful Mail Survey

Mail Survey Work Plan:

  • Plan
    • Determine purpose of the survey
    • Select appropriate survey instrument
    • Determine the methodology
    • Design data collection procedures
    • Develop cost estimate
    • Determine staff needs
  • Sample
    • Identify population
    • Specify sample selection criteria
    • Identify sampling procedure
    • Identify source of information for sampling
    • Draw sample
  • Pilot
    • Test procedures and revise according to the results of testing
  • Survey
    • Notify selected agencies (if sample is drawn from another agency)
    • Prepare materials: cover letter, copies of survey instruments, envelopes for mailing and returning survey instruments
    • Mail survey materials
    • Enter data into an electronic data entry utility as completed instruments are returned
    • Contact nonrespondents at designated time periods
  • Prepare Data
    • Enter remaining data
    • Check for accuracy of data entry
    • Review database for outliers and anomalies in the data
    • Code responses to open-ended questions
  • Analyze Data
    • Run descriptive statistics
    • Analyze responses to open-ended questions
  • Prepare Report
    • Prepare draft report
    • Submit report to reviewers
    • Revise report
  • Disseminate Results
    • Develop plan for sharing results
    • Disseminate report
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Last Modified: 12/31/1600