And because high impacts are rarely made by a single individual operating on an island, it’s important to create the right mix of people and roles for your survey team.

When you have an optimal mix of individuals with specific expertise, you’ll create and design surveys that generate honest feedback for your analysts and stakeholders to get actionable information.

Who should be on your team? Survey your colleagues!

Use this handy survey to ask your colleagues if they need to collaborate on surveys.

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How to set up a survey creation and analytics team

With a SurveyMonkey team plan members can work on their own surveys and manage all aspects of the survey themselves—including creation, design, and analysis. New members can be added to the team to perform specific tasks, such as data analysis.

One of the great benefits of a team plan is that members can share a central library of files and documents, which includes everything from design files (logos, approved images, and illustrations) to guidelines (style guidelines, templates, and themes) and questions.

Let’s dive in to see what your SurveyMonkey survey creation and analytics team structure could look like.

Team Admin: Empower the team and manage surveys

The team Admin is in the driver’s seat. This function works best for someone in a leadership role in your organization with decision-making responsibilities. Admins can access the same features as Full Users, including the ability to create, send, and analyze surveys. But they also have the following team responsibilities:

User management: Admins can assign, reassign, or delete accounts
Account management: Admins make decisions about billing and payment
Team enablement: Admins empower teammates by sending copies of surveys to all team members and managing the team central library
Data management: Admins help safeguard data by managing offline devices and more

Build a team

Full User: Manage survey projects for big impacts

This role is suited for project participants who need to be empowered to create surveys and gather feedback data for analysis but not to manage the team. Full Users are enabled to do the following:

Create, design, send, and analyze surveys
Access and use items from the team library
Share surveys with collaborators inside or outside the team
Access all the paid features associated with the team’s plan level

Build a team

Contributor: Analyze survey results for actionable insights

A team Contributor is solely responsible for analyzing surveys for actionable insights. Choose contributors, such as stakeholders or decision makers who need access to survey data so they can dive into the results themselves. Contributors can do the following:

Access surveys that have been shared with them for analysis
Use SurveyMonkey analysis tools to analyze results
Create charts and data tables
Create dashboards and filter results
Export data for presentation (PDF, PPT, XLS, or CSV) or for statistical analysis (SPSS)

With Contributors focused solely on analysis, organizations can expand their teams in the most cost effective way.

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Build the best team

Different team members have different needs to help them make data-driven decisions. So what’s the best way to set up a survey and analytics team? Here are two scenarios: one for a small business and another for a large business.

Build a team for actionable insights in your small business

You’re the owner of a business with 70 employees. You want to oversee the survey process as well as manage billing and assign members to the survey team. The HR manager wants to regularly survey employees to get a pulse on the employee experience, and the marketing manager wants to keep on top of customer satisfaction.

You’ve just hired a data analyst and you’re excited to have this person access both survey types to examine correlations between employee happiness and customer experience.

In the next few months, you plan to hire an intern who will drive a customer experience initiative, and you’d like that person to analyze the marketing manager’s surveys.

The perfect solution

The perfect solution for you is a team plan with you as the team Admin. Your HR manager and marketing manager round out the 3-member configuration for a team plan (Admin plus 2 Full Users). Once you’ve purchased the team plan, you can add a bundle of 2 Contributor seats for your new data analytics team—your data analyst and your incoming intern.

Design a team to drive cross-functional CX in your large organization

You’re a leader in the operations group of a large organization and you are driving a cross-functional initiative to improve customer experience in your business. A foundational element of your initiative is getting customer feedback using surveys.

You, along with your counterparts in customer support and customer success will create and send surveys to your specific contacts. You have identified two data scientists in the marketing analytics group who will help you analyze the results.

The perfect solution

The perfect solution is a team plan with you as the overall Admin. Your counterparts in customer support and customer success are Full Users.

After you purchase the team plan for you and your two colleagues, you can purchase a bundle of 2 Contributor seats and invite the 2 data scientists to focus on data analytics.

As your customer experience initiatives grow, you can add additional Full User seats so that more stakeholders from other groups, such as marketing, sales, and corporate communications can join to create, send, and analyze surveys.

If those team members have stakeholders who just want to analyze results, you can purchase additional Contributor seats in bundles of 2.

Need help?

Start building your team today

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Help is right here

Check out our Help Center for information about managing teams, analyzing results, and more!

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Get inspired by other teams

Get pro survey tips and learn from other teams in our blog.

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Share surveys across multiple teams and departments

See how SurveyMonkey Enterprise helps organizations securely collect, share, and collaborate to gain insights that make an impact.

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