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Electric Meter Consumer Indexing Survey Checklist

Pre-Survey Planning

Identify survey objectives and goals

Determine survey methodology (in-person, phone, online)

Create survey questions and format

Establish survey timeline and budget

Identify target audience for survey

Determine sample size and selection method

Obtain necessary approvals and permissions

Train survey administrators on data collection procedures

Set up data management system for survey responses

Develop a communication plan for survey promotion and participation

Survey Execution

Schedule survey appointments with consumers

Conduct survey in a timely and respectful manner

Record responses accurately and completely

Ensure confidentiality of consumer information

Provide a brief explanation of the purpose of the survey to consumers before beginning

Ask open-ended questions to gather detailed feedback from consumers

Offer assistance or clarification to consumers if needed during the survey

Thank consumers for their participation at the end of the survey

Data Analysis

Compile survey responses into a comprehensive report

Analyze survey data for trends and patterns

Identify areas of improvement or concern

Present findings to relevant stakeholders

Conduct statistical analysis on survey data to identify correlations and relationships

Compare survey results with previous surveys to track changes over time

Segment survey data by demographics or other relevant factors to uncover insights

Use data visualization tools to present key findings in an easily digestible format

Conduct a root cause analysis to understand underlying reasons for any identified issues

Develop recommendations based on data analysis to address areas of improvement or concern

Follow-Up Actions

Implement changes based on survey results

Communicate survey findings to consumers

Monitor progress and track improvements

Conduct follow-up surveys as needed

Documentation and Reporting

Maintain detailed records of survey process and results

Prepare a final report summarizing key findings

Share report with internal and external stakeholders

Archive survey documentation for future reference

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