Form 991 20160 991USPTO Examiner Survey Draft

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Overview

How to read this file
Welcome and Thank You Text
Custom Questions

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Sheet 1: How to read this file

Survey Invitation
This is the standard survey invitation. Default text is included. If you would like to modify this text please check with your analyst/client manager.
Welcome and Thank You Text
The text you see here will appear at the top and bottom of your survey. Default text is included and you may modify this text as needed.
Model Questions
As discussed during the kick-off call, the model questions are part of the ForeSee methodology. For consistency within the model, these questions are standardized and have been tested and validated. Standardization of model questions allows benchmarking across companies/industries, and these questions are used in calculating scores and impacts.
Focus on the future behaviors; I’ve started with some that I believe are a good fit but we can certainly make adjustments. These are desired customer outcomes that are impacted by customer satisfaction.
Custom Questions
When reviewing the custom questions tab, keep in mind these questions are used for segmentation analysis of the model data. It is suggested that you add, delete or change custom questions over time, as your needs or business objectives change.
Focus Area #1: Achieving Actionable Data - Know what changes are being made based on the intelligence - Change Custom Questions so that stakeholders see a clear “must do”
Focus Area #2: Aligning Data to Business Strategies - Update your Custom Questions as business cycles change - Integrate Executive Level questions to evaluate initiatives
Focus Area #3: Strategic and Tactical Value - Influence Board Room Decisions - Change Operational Approaches - Mature Your Research
Making Changes
Simply make the change that you desire and highlight that change with a different color text. Red works well because it stands out. If the change is "complicated" a brief explanation about what you would like to accomplish will help us understand your request and figure out the best way to implement. -Or- Just give us a call; talking through changes over the phone makes it quick and easy.

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Sheet 2: Welcome and Thank You Text

	The text you see here will appear at the top and bottom of your survey, examples below.
	Default text is included and you may modify this text as needed.
	Welcome and Thank You Text
		Welcome Text
		Thank you for choosing the USPTO Automated Interview Request (AIR) form for your scheduling needs. We hope your experience was positive. At this time, we would like to hear any feedback you may have regarding the interview scheduled through the USPTO AIR form. Your responses will help us improve both Applicant's and Examiner's interview experiences. Your response to this survey is anonymous and results will be viewed and reported in aggregate format only.
		Thank You Text
		Thank you for taking our survey - and for helping us serve you better.
		Example Desktop

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Sheet 3: Custom Questions

Model Name		USPTO Examiner Survey				Red & Strike-Through: Delete
Model ID		New				Underlined & italicised: Re-order
Partitioned		No Model				Pink: Addition
Date		10.13.2016				Blue: Reword
QID	QUESTION META TAG	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
			Did the interview occur?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Interview - Occurred
				No	A
		A	Please select the reason(s) why the interview did not occur:	No longer necessary		Y	Checkbox, one-up vertical	Skip Logic Group*	Interview - Why Canceled
				Unavailability of the applicant	A2
				Unavailability of the examiner	A2			randomise
				Other, please specify:	A1			Anchor Answer Choice
		A1	Why did the interview not occur?			N	Text field, <100 char	Skip Logic Group*	Interview - Cancellation Other
		A2	Was the applicant flexible in attempting to arrange a mutually convenient date and time for the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Interview - Flex Reschedule
				No
			What type of interview was held?	Telephone only		Y	Radio button, one-up vertical	Skip Logic Group*	Method
				Face-to-face	A
		A	How did you meet?	In Person (USPTO campus)		Y	Radio button, one-up vertical	Skip Logic Group*	Method - F2F
				Video Conference (via WebEx)	A1
		A1	Please elaborate:	Applicant was on the USPTO campus; Examiner was remote		Y	Radio button, one-up vertical	Skip Logic Group*	Method - WebEx
				Examiner was on the USPTO campus; Applicant was remote
				None of the parties were on the USPTO campus
			Was a proposed detailed agenda sent to the examiner prior to the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Agenda
				No	A
		A	Why was an agenda not provided?	Examiner did not request an agenda		Y	Checkbox, one-up vertical	Skip Logic Group*	Agenda - Why Not
				Examiner requested an agenda, but the applicant denied
				Applicant unable to submit an agenda	A2			randomise
				Other, please specify:	A1			Anchor Answer Choice
		A1	Why was an agenda not provided?			N	Text field, <100 char	Skip Logic Group*	Agenda - Why Not Other
		A2	Why was the applicant unable to submit an agenda?			N	Text field, <100 char	Skip Logic Group*	Agenda - Applicant Unable, Why
			Was a Supervisory Patent Examiner (SPE) or another examiner present at the interview?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE
				No	A
		A	Was the SPE or other examiner prepared (e.g. equipment setup, documents ready) at the scheduled time and date?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Prepared
				No
		A	Did the SPE or other examiner understand the inventive concept?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Understanding
				No
			Was the applicant prepared (e.g. equipment setup ,documents ready) at the scheduled time and date?	Yes		Y	Radio button, one-up vertical		Applicant - Prepared
				No
			Did the applicant understand and effectively explain the inventive concept?	Yes		Y	Radio button, one-up vertical		Applicant - Understanding
				No
			Was the applicant adequately prepared to explain the difference(s) between the claimed invention and prior art?	Yes		Y	Radio button, one-up vertical		Applicant - Thorough
				No
			Did the applicant assist the examiner in identifying ways to overcome the rejections on record?	Yes		Y	Radio button, one-up vertical		Objections - Overcoming
				No
			Did the interview provide adequate time to address all issues?	Yes		Y	Radio button, one-up vertical		Adequate time
				No
			Were the applicant's positions presented with decorum, courtesy, and professionalism?	Yes		Y	Radio button, one-up vertical		Applicant - Professionalism
				No
			What was your overall satisfaction with this interview?	Very satisfied		Y	Radio button, one-up vertical		Overall Satisfaction
				Satisfied
				Neither satisfied or dissatisfied
				Dissatisfied
				Very dissatisfied
			Thinking about the process as a whole; was this an effective interview?	Yes		Y	Radio button, one-up vertical		Effective
				No
			Please provide any additional comments that might help us improve your experience:			N	Text field, <100 char		Additional Improvements