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Monthly Operations
Education & Training

Monthly Customer Survey Review Checklist for Education & Training

A checklist for designing, distributing, and analysing monthly learner satisfaction surveys to gather actionable feedback on your courses and services.

Monthly
1-2 hours
14 items
Compliance Note

Supports compliance with the ESOS framework, CRICOS requirements, ASQA standards, and state education department reporting.

Complete Checklist

  • 1
    Review the current survey questions for relevance and clarity
  • 2
    Update survey questions to address any current business priorities
  • 3
    Distribute the survey to the learner list using the chosen channel
    Critical
  • 4
    Monitor survey response rates and send reminders if needed
  • 5
    Compile and analyse all survey responses received
    Critical
  • 6
    Calculate the overall learner satisfaction score and Net Promoter Score
    Critical
  • 7
    Compare scores to previous months to identify trends
  • 8
    Categorise qualitative feedback by theme and sentiment
  • 9
    Identify the top three areas where learners want improvement
  • 10
    Review comments from detractors and plan follow-up actions
  • 11
    Recognise staff or processes mentioned positively in feedback
  • 12
    Create an action plan to address the most impactful feedback
  • 13
    Communicate survey results and planned actions to the team
  • 14
    Thank respondents and close the feedback loop where possible

Frequently Asked Questions

What is a good response rate for learner surveys?

For email surveys, a response rate of 10 to 30 percent is typical for most businesses. Rates above 30 percent indicate strong learner engagement. To improve response rates, keep surveys short, send them at the right time, personalise the invitation, explain how feedback will be used, and consider offering a small incentive for completion.

How do we act on survey feedback effectively?

Focus on recurring themes rather than individual comments. Prioritise improvements that affect the most learners or address the most critical issues. Assign specific actions to team members with deadlines. Most importantly, close the feedback loop by telling learners what you changed based on their feedback. This encourages future participation and builds trust.

How long should a learner satisfaction survey be?

Keep surveys short to maximise completion rates. Aim for five to ten questions that take no more than three to five minutes to complete. Include a mix of rating scale questions for quantitative data and one or two open-ended questions for qualitative insights. Surveys that are too long result in low response rates and survey fatigue.

Need help implementing these checks into your daily operations?

Our team can build custom checklists integrated into your daily operations workflow.