Survey Interviewer Templates

Survey Interviewer Templates

There is a huge number of templates that someone in the Survey Interviewer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Survey Interviewer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Survey Report
2. Interviewer Schedule
3. Survey Questionnaire
4. Interviewer Performance Tracker
5. Survey Data Analysis
6. Interviewer Training Manual
7. Survey Response Summary
8. Interviewer Expense Report
9. Survey Quality Assurance Checklist
10. Interviewer Feedback Form

Reports

Reports are often prepared by a Survey Interviewer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Survey Response Rate Report
2. Survey Completion Time Report
3. Demographic Breakdown Report
4. Survey Questionnaire Accuracy Report
5. Response Bias Analysis Report
6. Survey Non-Response Analysis Report
7. Survey Data Cleaning Report
8. Survey Data Validation Report
9. Survey Data Analysis Report
10. Monthly Survey Performance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Survey Interviewer does and how they do it.

1. Pre-Interview Preparation SOP
2. Interview Script SOP
3. Data Collection SOP
4. Quality Control SOP
5. Respondent Recruitment SOP
6. Equipment Setup SOP
7. Interviewer Training SOP
8. Data Entry SOP
9. Reporting SOP
10. Survey Closure SOP

Presentations

Survey Interviewer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Survey Results
2. Customer Satisfaction Analysis
3. Market Trends and Insights
4. Competitor Analysis
5. Research Methodology and Findings

Legal Docs

There are several key times when a Survey Interviewer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Informed Consent Form
2. Confidentiality Agreement
3. Survey Questionnaire Template
4. Data Protection Agreement
5. Non-Disclosure Agreement

Health & Safety Templates

Health & Safety templates for a Survey Interviewer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Training Attendance Record Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Survey Interviewer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Survey Schedule
2. Interviewer Availability Calendar
3. Fieldwork Calendar
4. Data Collection Tracker
5. Reporting and Analysis Calendar

Invoice Templates

Several types of Survey Interviewer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Survey Interviewer Invoice
2. Participant Reimbursement Invoice
3. Travel Expenses Invoice
4. Equipment Rental Invoice
5. Miscellaneous Research Expenses Invoice

Survey Templates

For a Survey Interviewer to get insights related to the work they do, they need to send out Survey Interviewer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Employee Engagement Survey
5. Demographic Survey

Meeting Agendas

Having premade Survey Interviewer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Project Progress Meeting
3. Client Feedback Meeting
4. Training and Development Meeting
5. Data Analysis and Insights Meeting

Budget Templates

To manage finances well, a Survey Interviewer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Budget Planner
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Financial Summary Report

Dashboards

Dashboards are a useful way for a Survey Interviewer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Response Rate Dashboard
2. Survey Completion Dashboard
3. Demographic Breakdown Dashboard
4. Questionnaire Performance Dashboard
5. Data Quality Dashboard

Proposal Templates

For bidding or requesting work, a Survey Interviewer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Survey Analysis Proposal
2. Customer Satisfaction Survey Proposal
3. Market Research Proposal
4. Product Feedback Survey Proposal
5. Demographic Study Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Survey Interviewer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.