Guide

Survey report: how to write one that people act on

A survey report turns a pile of answers into a document someone can act on. It leads with the answer to the question you asked, then covers the method, who answered and who didn’t, themes with how many people raised each, quotes in people’s own words, where groups disagreed, and what to do next. A survey results report is the same document under another name. Example: “Of the 64 people who answered, 27 said priorities change mid-week; first change: set them once, on Monday.” Below: the structure, an example, how to present survey results by question type, the mistakes, and what to ask yourself before you write.

Example · Course survey
QuestionHow useful was the course for your work?
First answerUseful. Some parts more than others.
The follow-upWhat’s one thing from it you’ve used since?
Real answerThe pricing exercise. I ran it with my own numbers the week after. The rest was slides I’ve already forgotten.
What it uncovered

One exercise carried the course. In the report: a theme, the number of people who named that exercise, and this quote next to it.

Updated · By ScatterSpoke

The structure

The seven sections of a survey report

In this order. A reader with two minutes gets the answer from the first section; a reader with twenty gets the evidence behind it.

  1. The answerTwo or three sentences: what you asked, what people said, what to do first. Written last, placed first. If someone reads nothing else, this is enough.
  2. MethodHow you asked: the questions (link them or put them in the appendix), when the survey ran, how people got it, and whether answers were anonymous. Short; the reader needs it to trust the rest, not to admire it.
  3. Who answeredHow many were invited, how many answered, and who is missing. “64 of 88, mostly engineering; almost nobody from support” tells the reader how far to trust the findings.
  4. Themes, with countsThree to five themes, each with the number of people who raised it, biggest first. Include what’s working, not only what’s broken. A theme without a count is an impression.
  5. QuotesTwo or three per theme, in the person’s own words, chosen because they say the thing plainly. One quote that cuts against your answer belongs here too.
  6. DisagreementsWhere two groups said opposite things, show both sides with their counts. An average hides a split; the split is usually the most useful thing in the report.
  7. What to do nextOne to three actions, each with an owner and a date, and what you’ll tell the people who answered. A report that ends at the findings gets filed. This one gets a meeting.
Worked example

An example survey report

The Agent Results Brief for an employee survey, laid out the way this page describes: the answer at the top, themes with the number of people behind each, where two groups disagree, and quotes from the biggest theme; in this example the actions have been written in as “What to change first.” Sixty-four of eighty-eight invited people answered. The questions behind it are on the employee feedback page; customer feedback has a second example.

Agent Results Brief Final
Summary

People like the work and the colleagues around them, and that is the strongest thing here. What wears them down is priorities that change during the week and small changes waiting on approval. Change first: set priorities once a week and say what gets dropped, then shorten sign-off for small changes.

On the Monday planning meeting, two groups disagree.
It keeps us on track · 24
It's where plans start changing · 18
What to change first
1Set the week's priorities on Monday, and when one changes, say what's being dropped and who asked.
2Let one person sign off on small changes, and keep two sign-offs for the rest.
3Put the next-role conversation on every one-on-one agenda once a quarter.
What people said · Priorities shift mid-week
“By Thursday I'm working from a different list than Monday's.”
“Nobody says what got dropped. We find out when someone asks where it is.”
“I plan my week twice, once on Monday and again on Wednesday.”
Themes · 64 responses
Priorities shift mid-week27
Colleagues step in to help22
Small changes wait on sign-off19
Unclear path to the next role12
Sentiment
41% positive37% mixed22% negative

An example of the Agent Results Brief. The people, counts and quotes are illustrative.

By question type

How to present survey results, by question type

Each question type has one honest way to show it and one or two tempting ways that mislead. The counts stay in; the decoration goes.

Question typeShowLeave out
Yes/no and multiple choiceThe count for each option as a bar, and the share only when enough people answered for a share to mean somethingPie charts with six slices; percentages on a dozen answers
1–5 scalesThe spread: how many picked each point, next to the averageThe average on its own (a 3 can be everyone at 3, or half at 1 and half at 5)
NPS 0–10Promoters, passives and detractors as counts, then the score, then the reasons people gaveThe score with no reasons; see NPS follow-up questions
Open-endedThemes with counts, one or two quotes each, and the disagreementsWord clouds; a list of every answer; a single quote standing in for a theme
RankingWhat most people put first, and what almost nobody didA weighted average rank, which no reader can picture
Any question, by groupThe same count side by side for the groups that differOne combined number when the groups pull in opposite directions
A repeat surveyThis run’s count next to last run’s for the same questionA trend line with no counts behind it

Whatever the type, say how many people the number rests on before you say the number.

Open-ended answers

How to report open-ended answers: theme, count, quote

Written answers are often the most useful part of a survey, and the hardest to report. Three moves turn sixty paragraphs into a page a reader can act on. The questions that produce good written answers are in open-ended survey questions.

01

Theme

Read every answer once, then tag each with the one thing it’s about, in the words people used. Merge tags that mean the same thing. Stop at three to five themes; a sixth is usually two answers.

  • “Priorities change mid-week”
  • “Small changes wait on sign-off”
02

Count

Say how many people raised each theme, out of how many answered. A count is what separates “some people mentioned” from something a reader can weigh against the other themes.

  • 27 of 64
  • 19 of 64
03

Quote

Pick the quote that says the theme plainly, not the angriest or the most articulate. Keep it whole. Put the quote next to its theme and its count, so the reader sees the evidence and the scale together.

  • “By Thursday I’m working from a different list than Monday’s.”
Disagreements

How to show where groups disagree

When one group says a thing helps and another says it hurts, the average says “neutral” and the reader learns nothing. Show the split.

As one number
  • “The Monday planning meeting scored 3.1 out of 5”
  • The reader concludes it’s fine and moves on
  • Both groups feel unheard when nothing changes
As two groups
  • “24 people said it keeps them on track; 18 said it’s where plans start changing”
  • The reader sees a real disagreement and asks who is in each group
  • The action follows: keep the meeting, and stop changing plans in it
Where the quotes come from

The follow-up that turns a vague answer into a quote worth reporting

Many first answers are one line and polite. The quote that carries a theme usually comes from the follow-up. Two examples, neither from a real survey.

Example · Course survey
QuestionHow useful was the course for your work?
First answerUseful. Some parts more than others.
The follow-upWhat’s one thing from it you’ve used since?
Real answerThe pricing exercise. I ran it with my own numbers the week after. The rest was slides I’ve already forgotten.
What it uncovered

One exercise carried the course. In the report: a theme, the number of people who named that exercise, and this quote next to it.

Example · Employee survey
QuestionHow clear are you on what’s expected of you?
First answerMostly clear.
The follow-upWhat’s one thing you’re expected to do that you found out about late?
Real answerWhich meetings I’m supposed to run. I found out I owned the Friday review from the calendar invite.
What it uncovered

“Mostly clear” hid one specific handoff nobody announced. That goes in the report as a quote beside its theme, and as an action with an owner.

Mistakes

Six mistakes that get a survey report ignored

Each one is easy to make on a Friday afternoon and easy to spot in someone else’s report.

01

Percentages on a tiny sample

“42% of respondents” sounds like evidence until the reader learns it means five of twelve. Below a few dozen answers, report counts; and always say the count first.

  • Write: “5 of 12”
  • Not: “42%”
02

Cherry-picked quotes

Three quotes that agree with you read as a case, not a finding. Choose quotes by how plainly they say the theme, and include one that disagrees.

  • One quote per theme that cuts the other way
03

No recommendation

A report that stops at “here’s what people said” hands the hard part to the reader, who won’t do it. End with one to three actions, an owner and a date.

  • “First: set priorities once a week. Owner: Dana. By: Oct 15.”
04

The word cloud

It shows which words were common, not what anyone meant. “Time” is big in the cloud whether people want more of it or less. Themes with counts replace it.

  • Theme + count + quote
05

The answer on page nine

Method, demographics, then a chart per question, then the findings. A busy reader rarely gets past page two. Put the answer in the first paragraph and the method after it.

  • Answer, then method, then evidence
06

An average that hides a split

A 3.1 out of 5 can mean everyone is lukewarm or that two groups are at war. Show the spread, and where groups disagree, show both sides with counts.

  • 24 said this, 18 said that
Before you write

Questions to ask yourself before you write a survey report

Twenty-two questions in four groups. Answer them in a scratch file first; the report almost writes itself from the answers. Under each is the follow-up to ask yourself when your first answer is vague, which it often will be.

Group 1

The answer

  1. What question was this survey meant to answer?

    If the answer is vague, ask

    Write it in one sentence. If it takes two, which one does the report answer?

  2. What is the one-sentence answer?

    If the answer is vague, ask

    Which theme, with its count, is that sentence resting on?

  3. What decision will the reader make with this?

    If the answer is vague, ask

    What does the reader need to see on the first page to make it?

  4. What did you expect to find before the answers came in?

    If the answer is vague, ask

    Which finding is furthest from what you expected?

  5. What would the reader do differently on Monday?

    If the answer is vague, ask

    What in the findings points at that change?

Group 2

Who answered

  1. How many people answered, out of how many invited?

    If the answer is vague, ask

    Where in the report is that fraction shown before any percentage?

  2. Who didn’t answer?

    If the answer is vague, ask

    What do the people who didn’t answer have in common?

  3. Which groups answered more than others?

    If the answer is vague, ask

    Which finding would change if the quiet group had answered?

  4. How were people asked?

    If the answer is vague, ask

    What in the wording or the timing could have shaped the answers?

  5. How was anonymity handled?

    If the answer is vague, ask

    Which answers might people have softened because of who could read them?

Group 3

The findings

  1. What are the three to five themes?

    If the answer is vague, ask

    How many people raised each one? Say the number, not “many.”

  2. Which theme has the most people behind it?

    If the answer is vague, ask

    Which quote from that theme says it in a way no summary could?

  3. What is working, not only what’s broken?

    If the answer is vague, ask

    Which theme would people miss if it changed?

  4. Where did people disagree?

    If the answer is vague, ask

    How many people are on each side?

  5. Which quotes are you using?

    If the answer is vague, ask

    Which quote, if any, cuts against your answer?

  6. What surprised you?

    If the answer is vague, ask

    Where in the report does that surprise appear?

  7. What can’t this survey tell you?

    If the answer is vague, ask

    Which of your claims leans on something the survey didn’t ask?

Group 4

What happens next

  1. What should happen first, as a result of this?

    If the answer is vague, ask

    Who owns that first action?

  2. What will you tell the people who answered?

    If the answer is vague, ask

    Which of their themes will they see acted on?

  3. When will you ask again?

    If the answer is vague, ask

    Which number would you expect to move by then?

  4. What’s the one thing you’d cut from this report?

    If the answer is vague, ask

    What would the reader lose without it?

  5. How long is the report?

    If the answer is vague, ask

    What could move to an appendix so the answer is on page one?

The afternoon

From answers to a survey report in an afternoon

For a survey of a few dozen to a couple of hundred answers, written up by one person. Longer surveys take longer in the reading, not in the writing.

  1. Hour 1

    Read everything once

    Every answer, start to finish, without tagging. You’re looking for the shape: what keeps coming up, what surprised you, who sounds different from everyone else.

  2. Hour 2

    Tag and count

    Second pass: one tag per answer, in the words people used. Merge near-duplicates. Count each tag. Note the groups that pull in different directions on the same question.

  3. Hour 3

    Write the answer first

    Two or three sentences at the top: what you asked, the biggest theme with its count, what to do first. Then the method and who answered, from your notes. Then the themes, biggest first.

  4. Hour 4

    Quotes, disagreements, actions

    Pick the quotes. Lay out each disagreement as two counts. Write one to three actions with an owner and a date. Read the whole thing once as the busiest person who will get it.

With Spoke

Writing it by hand, or starting from the Agent Results Brief

With a classic survey, the afternoon above is yours. With an agent survey, Spoke interviews each person and the Agent Results Brief does the reading, tagging and counting; you check it against the transcripts and write the actions.

By hand
  • Read every answer, then read them again to tag
  • Count the tags, merge the near-duplicates, pick the quotes
  • Find the split between groups yourself
  • Write the answer, the method, the themes, the actions
From the Agent Results Brief
  • The response count, the themes and how many people are behind each one
  • Supporting quotes, and any disagreement the analysis finds
  • It builds as answers arrive, so you see an early version before the survey closes
  • Every conversation is a transcript you can open to check a quote in context, and the survey data exports as CSV for your own tables
FAQ

Common questions.

What is a survey report?

A document that turns survey answers into something a reader can act on: the answer to the question you asked, how you asked it, who answered, the themes with counts, quotes, where groups disagreed, and what to do next.

How do you write a survey report?

Read every answer once, tag and count the themes, then write the answer first: two or three sentences at the top. Follow with the method, who answered, the themes with counts and a quote each, the disagreements, and one to three actions with owners. Most reports of a few dozen answers fit in an afternoon.

What should a survey report include?

Seven sections: the answer, the method, who answered (and who didn’t), themes with the number of people behind each, quotes, disagreements between groups, and what to do next. Put the questions themselves in an appendix.

How do you present survey results?

By question type. Multiple choice: counts, and shares only when enough people answered. Scales: the spread, not just the average. Open-ended: themes with counts and a quote each. Where groups disagree: both sides with their counts, side by side.

How do you summarize open-ended survey responses?

Theme, count, quote. Tag each answer with the one thing it’s about, merge tags that mean the same thing, stop at three to five themes, count how many people raised each, and put one plain quote next to each theme. Skip the word cloud.

How long should a survey report be?

As long as the evidence needs and no longer: for most surveys, two to four pages, with the answer in the first paragraph and the question list, tables and extra quotes in an appendix. A one-page version for busy readers is often the one that gets read.

What is the difference between survey results and a survey report?

Results are the raw output: counts per option, the list of written answers, an average per question. A report interprets them: what the results mean, how far to trust them, where people disagree and what to do. Results are for the person who ran the survey; the report is for everyone else.

How do you present survey results in a presentation?

The same order, one section per slide: the answer, who answered, one theme per slide with its count and one quote, the disagreement as two counts, the actions. Leave the method and the full question list in a handout or an appendix slide.

Use cases

Send one question. Get the real answer.

Spoke asks the follow-ups for you, with every person. Free to start, no card. Your first ten agent surveys are on us.