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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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IT Pre-Installation Readiness & Expectations Survey
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. Your responses are completely confidential and anonymized. About 8 minutes.
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Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q01
Multiple ChoiceRequired
What type of installation is being scheduled?
- New hardware rollout
- Software deployment
- Network/infrastructure upgrade
- System migration
- Other
Q02
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
Q03
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
Q04
Multiple ChoiceRequired
Has a maintenance window or downtime been scheduled with affected staff?
- Yes, confirmed
- Tentatively planned
- Not yet
- Not sure who owns this
Q05
Number
Approximately how many devices, workstations, or systems will this installation affect?
Q06
RankingRequired
Rank these factors by how important they are for this installation to be considered a success.
- Minimal downtime
- Data security and integrity
- Staff training on new systems
- Staying on the agreed timeline
- Staying within budget
Drag to rank
Q07
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
Q08
Long Text
Describe any known constraints, legacy systems, or blockers our team should be aware of before installing (e.g., outdated firewall firmware, VPN-only remote sites).
Q09
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.
Q10
Multiple Choice
What is your preferred timing for the installation work?
- During business hours
- Evenings after hours
- Weekend
- No strong preference
Q11
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
Q12
Multiple Choice
How many employees work at the site being installed?
- Under 10
- 10-49
- 50-249
- 250+
- Prefer not to say
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
Frequently asked questions
What questions are in the “IT Pre-Installation Readiness & Expectations Survey” template?
The template includes 12 ready-to-use questions, starting with: “What type of installation is being scheduled?” · “Overall, how prepared do you feel your site and team are for this installation?” · “Rate the current readiness of each area at your site.”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 12 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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