The Build Zone - A
True or False: TMs must use an external website to create QR codes for their SM surveys.
FALSE: QR codes can be generated directly inside SurveyMonkey under "collector" settings
True or False: SM automatically generates charts and visualizations in real time as responses arrive.
TRUE: Visualizations update automatically in real time, reducing manual reporting
True or False: TMs who need guides, templates, or best practices for SM can find them on the Runway SOP.
TRUE: The Runway SOP is our central hub for guides, templates, and ongoing TE resources.
True or False: SM dashboards must be manually refreshed each time new responses are submitted
FALSE: Dashboards automatically refresh in real time as responses arrive.
True or False: The goal of the Manager Huddle was to turn managers into expert SM builders.
FALSE: Managers lead through coaching, defining metrics, and removing barriers.
An analyst notices their survey data and sizes seem inaccurate. What filter did they likely forget to apply?
The “Complete responses” filter
Your Manager asks for the latest NPS scores for an upcoming meeting. What should you send them?
Your Live SurveyMonkey In-App Dashboard!
When and where is the SM Tech on Tap occurring?
DD - 400!
October 21st (today!) at 4:00 PM in the 16th Floor Oasis
What time-consuming reporting task does sharing live dashboards eliminate for project teams?
Eliminates manual chart creation in PowerPoint
Complete this Manager Huddle takeaway: "Managers should [BLANK] Rather than Do"
"Coach"
What are two NEW question formats available in SM that were not available in Smartsheet?
Any Two: Net Promoter Score (NPS), Best / Worst Scale, Ranking Slider, Star ratings, Matrices, Image Choice Upload
What SM feature allows you to divide the data by role without creating separate spreadsheets?
DD 600!
The “Compare” feature!
On NPS scale, what are the three response categories and their score ranges?
DD 600!
Detractors (0–6), Passives (7–8), and Promoters (9–10)
Complete the sentence: SM Dashboards are easily [BLANK] and eliminate [BLANK] reporting effort.
"Customizable" and "manual"
In the survey lifecycle partnership, what is the Analyst's role versus the Manager's role?
DD 600!
Analysts own the technical build; Managers establish the conditions, quality expectations, and support needs for success
Name any three Key SM Features that Analysts need to know.
DD 800!
Any Three: Advanced Survey logic, More Question Options, Built-In Analytics, In-App Dashboards, Quality End Product, Link Distribution
When exporting survey data, what is one SM setting you could select for clean, compact data?
“Individual Responses” or “Condensed”
List the two main reasons why SM is superior to MS forms
SM requires no M365 login and is more mobile-friendly, reducing friction for field teammates.
What is your primary responsibility when your team is designing a project SM dashboard?
DD 800!
Clearly defining the key metrics and insights needed in the SM dashboard.
List two ways you can support your Analysts across the survey lifecycle.
Any two: Coach rather than do, build learning time into project plan, identify, remove, and share barriers early, hold yourself and your team accountable
List two different distribution options available on SM’s "Add new collector" menu.
Any 3: Email link, QR code, URL link, Text messaging, Kiosk mode, or Mobile app embedding
Name three ways AI can assist you when creating or analyzing a survey.
Any three: Drafting or refining survey questions, checking for bias or leading language, summarizing feedback or themes, drafting survey invites & reminder emails, or testing survey logic with AI personas
Name all 5 stages of the Survey Lifecycle in chronological order.
DD 1000!
1. Plan & Design → 2. Create → 3. Test → 4. Launch → 5. Analyze
CHANGE THIS: Name three metrics that can be tracked together in a single SM dashboard view.
Any three: Net Promoter Score (NPS), adoption rates, satisfaction scores, ADKAR scores, response rates, open-text feedback
Your Analyst just completed SM training. What follow-up action should you take as their Manager?
Schedule time to hear what they learned, identify where they need support, and protect project time to practice