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IT Pre-Installation Readiness & Expectations Survey

Captures a client site's readiness before an IT hardware, software, or network installation — infrastructure state, scheduling constraints, and stakeholder concerns. An AI follow-up interview digs into the technical dependencies and edge cases that determine whether installation day goes smoothly, helping IT teams and project managers de-risk the rollout.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

14 questions · ~7 min
Q01
Message

Thanks for taking a few minutes before your upcoming IT installation! These questions help our team prepare the right plan for your site and avoid surprises on install day. About 8 minutes.

Q02
Multiple ChoiceRequired

What type of installation is being scheduled?

  • New hardware rollout
  • Software deployment
  • Network/infrastructure upgrade
  • System migration
  • Other
Q03
Opinion ScaleRequired

Overall, how prepared do you feel your site and team are for this installation?

Scale: 1 – 7
Min:Not prepared at allMax:Completely prepared
Q04
MatrixRequired

Rate the current readiness of each area at your site.

5 rows × 4 columns
  • Network connectivity/bandwidth
  • Power and physical space
  • Data backups completed
  • Staff availability for the install
  • Access credentials and permissions
Columns: Not ready · Somewhat ready · Fully ready · Not applicable
Q05
Multiple ChoiceRequired

Has a maintenance window or downtime been scheduled with affected staff?

  • Yes, confirmed
  • Tentatively planned
  • Not yet
  • Not sure who owns this
Q06
Number

Approximately how many devices, workstations, or systems will this installation affect?

Q07
RankingRequired

Rank these factors by how important they are for this installation to be considered a success.

  1. Minimal downtime
  2. Data security and integrity
  3. Staff training on new systems
  4. Staying on the agreed timeline
  5. Staying within budget
Drag to rank
Q08
Point AllocationRequired

Distribute 100 points across these concerns based on how much each worries you about this installation.

  • Data loss or corruption
  • Unplanned downtime
  • Compatibility with existing systems
  • Disruption to staff workflow
  • Budget overrun
Allocate 100 points
Q09
Long Text

Describe any known constraints, legacy systems, or blockers our team should be aware of before installing (e.g., '(Replace with example: outdated firewall firmware, VPN-only remote sites)').

Q10
AI InterviewRequired

Reconstruct the technical environment behind the respondent's stated readiness and top concern: which specific systems, dependencies, or third-party vendors are involved, whether any prior installations at this site went wrong and why, and what would need to be true for install day to go smoothly. If they flagged low readiness on any area, probe concretely what is missing and who owns fixing it before the scheduled date.

Q11
Multiple Choice

What is your preferred timing for the installation work?

  • During business hours
  • Evenings after hours
  • Weekend
  • No strong preference
Q12
Multiple Choice

Which best describes your role in this installation?

  • IT/technical decision-maker
  • Site manager or operations lead
  • End user of the new system
  • Executive sponsor
  • Prefer not to say
Q13
Multiple Choice

How many employees work at the site being installed?

  • Under 10
  • 10-49
  • 50-249
  • 250+
  • Prefer not to say
Q14
Message

That's everything — thank you! Your answers go straight to the install team so they can plan around your site's real constraints, not assumptions.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Combines structured question types (multiple choice, matrix, ranking, constant sum, numeric) with an AI follow-up interview that reconstructs the technical environment behind each respondent's stated readiness, surfacing dependencies a static form would miss
  • Captures both quantitative readiness signals (per-area matrix ratings, scheduling constraints, device counts) and open-ended context (known blockers, legacy systems) in one flow
  • Uses a constant-sum question to force respondents to prioritize their concerns relative to each other, giving IT teams a clearer risk-ranking than simple checkbox lists
  • Automatically generates a report from combined structured answers and AI interview findings, so project managers get install-day risk context without manually reviewing raw responses

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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