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Contexis Index Step by Step - Coggle Diagram
Contexis Index Step by Step
Get ready
Choices that a client can make
Demographic groups
Needs to reflect the company
Cost and time implications
Additional questions
Checking time and £ implications with Envisia
4 max
Not included in Tableau, just in report and presentation
Additional cost £1,000 (can chose not to pass on)
6 week lead time
Pre-populated demographic groups or all filled in by participants
Is the information available
Is survey fatigue an issue?
How long the survey will be open for
Definition - stages and things we need to decide before going to development stage
Whitelisting - confirm with client
Check with email from test survey
Get Set
Development
If additional questions are required
Demographics
Timing
Definition - Technical issues cleared and clear brief agreed. Survey ready to be built
Participant list and any pre-populated demographics
supplied
Choices a client can make
Text and timing for invitation and reminder emails
Timing, attendees and format for presentation of results
Email address options
From name - What appears in an inbox
Automatic 'reply' address - ie where emails go if someone hits Reply
Go
Definition - survey launched
Survey live
Reminder emails issued as agreed with client
Completion rates updated and any issues highlighted to partner\client
Analysis and Insights
Definition - data analysis by Cambridge\John and writing of report
4 weeks from close of survey
Presentation of results
Pre-presentation\discussion of results with partner
Presentation to client
Choices a client can make
Who will attend?
How? virtual or IRL
Outline
Stage name
What happens in this stage
What choice can be made (and implications)
Definition