Checklist for Client Experience Survey County Coordinator

1.	Determine dates for collecting contact information (must be completed by July 15)

•	Start/end dates for recording contact information: _____________________________
•	Inform Tyann Haile (thaile@ufl.edu) of dates and contact’s e-mail address

2.	Collect client contact data

•	Copy contact record keeping forms
•	Meet with faculty and staff for orientation on keeping contact records
•	Items to be recorded: 
•	Client name
•	Postal address
•	E-mail address
•	Title of the program attended OR Specific topic of the telephone call, office visit or e-mail
•	Agent’s name associated with client contact
•	The telephone number is optional
•	Do not include youth under 18 years of age
•	Monitor record keeping during 30-day period
•	Collect all contact records
•	Input into an Excel spreadsheet (please be careful to avoid typing errors, which can prevent the client from receiving a survey)

3.	Send the Excel spreadsheet with the contact information to Tyann Haile at the Program Development and Evaluation Center (PDEC), thaile@ufl.edu

•	Send contact information within 15 days of the end of the contact collection period via e-mail attachment
•	Include information in the e-mail message about any significant problems encountered or changes from the proscribed procedures 

4.	Get survey results from PDEC and share with local stakeholders

•	Get county and state-wide results from PDEC, no later than November 15. Results include:
•	Word document with tables of results for each survey item by county and the statewide total
•	PowerPoint presentation comparing the specific county with statewide total
•	Word document with responses from the questions about how the information was used and how services might be improved
•	Prepare 1-2 page report for advisory committee
•	Inform other local leaders or officials about results
\Customer Satisfaction\CSS County Coordinator Checklist.doc
Prepared by Glenn Israel