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Lean Survey
Table of contents
What is Lean Survey?
Lean Survey is a card from the Team Tactics deck by Pip Decks.
Understand together why you ‘need’ another survey. Set a clear focus to make sure you get the data you need. Before you send your survey, think about how people’s answers to your questions affect your ability to make a decision. For example, if 70% of people say ‘yes’ to a question, does that help the team?
Consider using Research Questions to interview users before sending a survey.
When to use Lean Survey
- Uncertainty about team tool preferences or processes
- Need to make a data-driven decision
- Desire to increase team alignment and autonomy
- Preparation for a major project or initiative
- Feedback required to improve team dynamics
How to use Lean Survey
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Draw the following on a large surface:
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Write the most critical things you’d like to learn in box 1. For example, ‘Which design tool do people use the most?’.
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Discuss and fill in boxes 2–5. For example, 2: ‘Our interaction designers’; 3: ‘Email list’; 4: ‘Survey results last week’; 5: ‘We’ll chose a tool if 70% of the team are using it.’
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Ask the group to suggest questions and Theme Sort.
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Discuss each question. Does it help answer your critical questions (box 1)?
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Write your agreed questions in boxes a–g. Choose up to seven; any more can decrease completion rate.
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Your invite/intro text should include why you need the information and what you will do with it.
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Before sending, test your survey in person to see if people understand your questions.
