Run monthly surveys

Enable and schedule

Each member gets a 20-question Check-in 30 days after they finish onboarding, and then every 30 days. Members can skip questions, but at least 3 must be answered to submit. A Check-in stays open until the next one is due, and a Check-in that ends unanswered is recorded as missed.

• A due Check-in opens as a pop-up when a member signs in. Members are reminded inside Stride only. No email is sent.
• Turning off Enable monthly surveys and saving cancels any survey that is currently open.
• Check-ins go to people who take part as Evolvers and have finished their onboarding assessment. Existing members start their first Check-in on a staggered date within two weeks of the first run, so that not everyone is asked at once.

1. Open Surveys and find Check-in schedule.
2. Switch on Enable monthly surveys.
3. Check Organization timezone and enter the time zone your organization uses, such as UTC or America/New_York. The time zone is fixed once a survey has opened.
4. Choose Save schedule.

Send a Pulse

A Pulse is a short survey of 10 questions that you can send to your whole organization whenever you want. It goes to everyone who has finished onboarding, and you cannot target it to a role, a team, or a person.

• Only Client Admins can send a Pulse.
• A Pulse stays open for 14 days. Only one Pulse can be active at a time, so the button is unavailable until the current one closes.
• People who finish onboarding after you send it do not receive that Pulse.
• Members see a Pulse as a pop-up when they sign in. As with a Check-in, they must answer at least 3 questions to submit it, or skip it with the three confirmations.
• A Pulse cannot be recalled once it is sent.

1. Open Surveys and find Send a Pulse.
2. Choose Send a Pulse to the whole organization.
3. Read the confirmation, then choose Send Pulse. Choose Do not send to cancel.

Preview questions and read history

Preview every survey question lists the Check-in questions. People keep the wording from their original assessment, and the preview shows your current organization question set.

• Survey history lists each survey with its number, type (Pulse or Check-in), and open and close dates. Before any survey has opened, it says No monthly surveys have opened yet.

Record a financial period

Financial periods supply the cost and benefit figures behind Financial ROI in Adoption Impact. Stride uses documented realized benefits and confirmed full program costs only. Self-reported saved time is never converted into dollars.

• A saved period shows Full costs confirmed or Costs need confirmation. Only confirmed full costs feed Financial ROI.
• The End date must be on or after the Start date. Costs and benefits are amounts of 0 or more.
• Check the values before you save. A saved financial period cannot be edited here.

1. On Surveys, find Add financial period.
2. Enter the Start date, the End date, and a three-letter Currency code such as USD.
3. Enter a cost for each of the six categories: Licenses, Platform, Training, Participant time, Verification and rework, and Support. Use 0 when a category has no cost.
4. Optionally enter Documented realized benefits. Then enter a Benefit reference and a Cost reference that say where the numbers come from, up to 500 characters each.
5. Select I confirm all six cost categories are complete only when they are, then choose Save financial period.

Who sees the results

• Managers see Team Check-ins for their assigned team: completion, follow-ups, and support notes. Individual survey answers stay private.
• Executives see Adoption Impact, which shows organization trends from the surveys. Private metrics appear after a survey closes. Results are withheld to protect privacy, for example when fewer than 5 people answered. The surveys are self-reports and do not show cause and effect.
• As an Admin you can also open the Executive view to read Adoption Impact.

If you see Survey activation is pending

Survey activation is pending means monthly surveys are not available for your deployment yet. Enable monthly surveys stays unavailable until Stride makes them available. Nothing is wrong with your account, and you do not need to do anything. Ask your Stride contact when surveys will be turned on.