Checklist for Your Survey Projects

  • Updated

Before Launching Your surveys

Before you launch your surveys, it is important to have a good idea of what you're hoping to learn and what timeline you have in mind.

Click through the resources below to find guidance on the communications you should prepare ahead of your survey launch and the technical steps you'll need to follow to get your surveys ready.


As a best practice, please complete the survey set-up process 2 to 3 weeks prior to your intended launch date! This will give our technical teams time to troubleshoot any issues that may arise. 

Plan for your surveys

Create your surveys

While your surveys are live

While you surveys are live, you should be thinking about getting high-quality responses from your school community. Checking response rates, sending follow-up emails, and preparing teachers to proctor student surveys are all important parts of this process. Once you're satisfied with your response rates, you can close your surveys.

Check out and share some survey-taking resources

Monitor response rates 

Close your surveys

After closing your surveys

Once you've closed your surveys, you'll have access to results and can start to analyze them and share them with others in your community.

Engage with your survey results

Want a more visual, interactive guide on creating your surveys? Check out our tutorial on Getting Started with Panorama Surveys.



If you get stuck or have questions at any point of your survey process, please reach out to your Panorama point of contact or to our support team at and they'll be happy to help and provide any information you might need.

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