Outline of Survey Steps

The summary below is a guide to the general process of launching a survey or evaluation at Bellarmine University when it falls under the official policy. Please ensure you have carefully reviewed and completed each of the steps. Staff in IR&E are available to help at each point in the process.

  1. Review Bellarmine's official policy on survey administration, as well as any corresponding policies that govern surveys and evaluations (e.g., policies published by the Office of Sponsored Projects).
  2. Visit the survey calendar and view the Survey SOP Examples document to help prepare your survey request submission to IR&E.
  3. Submit the survey request form.
  4. Coordinate logistics with IR&E staff for next steps.

Survey Administration Protocols

IR&E has operationalized its responsibility to coordinate surveys through the following practices:

IR&E ensures publication of the official survey policy on Bellarmine’s website and other venues as appropriate.

IR&E maintains a survey calendar for the community’s use and information.  The calendar will include surveys administered by IR&E and, whenever possible, surveys exempt from IR&E oversight/administration.

IR&E provides survey research design and methodology consulting for community members, including personalized group or individual training, instructional resources curated its website, etc.

IR&E requires prospective survey/evaluation sponsors to submit a survey request form. At minimum, the submission form should include:

  • Proposed start/end dates for the survey;
  • Research question and topic/theme;
  • Audience, subject, and/or participants;
  • Instrument items; and
  • Intended action steps to be taken at the conclusion of the survey.

Note: Additional data may be required for IR&E to effectively administer the survey.

IR&E will review submissions of the Survey Request Form, providing an opportunity to

  • Identify IR&E’s anticipated level of involvement in administering the survey:
    • Exempt from IR&E administration
    • Eligible for expedited IR&E administration
    • Requiring full IR&E administration
  • Offer feedback on research design and request revisions, if applicable.
  • Communicate a final approval/denial decision to the requestor in a timely manner, as well as conveying information about timeline and administration.
  • Populate the survey calendar with public information about approved surveys.

IR&E will develop and implement further policies and practices in collaboration with campus stakeholders to ensure that survey sponsors follow through with previously identified action steps as they pertain to institutional effectiveness (assessment, accreditation, strategic planning, compliance, etc.).