Designed for survey delivery pressure
Quant projects often fail at the handoffs: questionnaire to scripting, pilot to mainstage, fieldwork to processing, processing to reporting. This template makes each handoff explicit.
Prevent silent blockers
Track approvals, sample decisions, scripting checks, quota changes, and data queries before they become late-stage surprises.
Coordinate specialist roles
Keep researcher, scripter, data processor, analyst, and account lead tasks visible on one board.
Move from fieldwork to findings
Separate live fieldwork monitoring from data cleaning, weighting, charting, interpretation, and final sign-off.
The workflow columns
The template follows the lifecycle of a quantitative survey from commissioning to delivery.
Setup
Brief, objectives, audiences, data needs, and deadlines.
Sample & Design
Sample source, quotas, incidence assumptions, weighting plans, and specs.
Questionnaire Dev
Questionnaire drafts, routing, scales, open ends, translations, and approvals.
Pilot
Soft launch checks, timing, completion rate, routing fixes, and data quality.
Mainstage Fieldwork
Live monitoring, quotas, supplier updates, reminders, and issue logs.
Data Processing
Cleaning, coding, weighting, derived variables, and tab specs.
Analysis & Reporting
Charts, significance checks, narrative, recommendations, and review.
Complete
Final files, archived data, lessons learned, and reusable assets.
Where Pro helps as work scales
Pro earns its place on any work with handoffs, deadlines, dependencies, and several people touching the same deliverable, which describes most survey projects.
Free starter board
- Open the survey workflow instantly
- Track questionnaire, fieldwork, and reporting tasks
- Use comments, tags, priorities, timers, and exports
Pro as the work grows
- Unlimited boards for waves or client projects
- Unlimited team members across delivery roles
- Analytics to see where tasks are backing up
Common questions
Can I track quotas?
Use task descriptions, comments, and tags for quota notes. For detailed live quota maths, keep the source spreadsheet linked from the relevant task.
Can I manage repeat waves?
Yes. Duplicate the board structure for each wave, or use Pro for unlimited boards across multiple studies.
Can I add QA gates?
Yes. Add tasks for routing checks, sample checks, soft-launch data checks, and final data checks before reporting starts.
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The same board runs sprints, personal workloads, and everything in between. Nothing about KanbanQuick is research-specific.
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