Form 1017 2017 1017 USPTO Applicant Survey 4_18_17 FINAL

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Overview

How to read this file
Welcome and Thank You Text
Model Questions
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. The survey will take about 3 to 5 minutes. Your responses to this survey are 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: Model Questions

Model Name		USPTO Applicant Survey					Red & Strike-Through: Delete
Model ID							Underlined & Italicized: Re-order
Partitioned		No					Pink: Addition
Date		4/19/2017					Blue: Reword
	Label	Element Questions		Label	Satisfaction Questions		Label	Future Behaviors
		Accessibility			Satisfaction			Contact via Channel Again (1=Very Unlikely, 10=Very Likely)
	Accessibility - Convenience	Thinking about scheduling with USPTO Automated Interview Request (AIR), please rate the following: The convenience of scheduling with AIR as compared to other methods (1=Not Convenient at all, 10=Very Convenient, Don't Know)		Satisfaction - Overall	What was your overall satisfaction with this interview experience? (1=Very Dissatisfied, 10=Very Satisfied)		Contact Via Channel Again	How likely are you to schedule interviews using USPTO AIR in the future?
	Accessibility - Wait Time	How long I had to wait to confirm the interview with an examiner (1=Unexpected Wait Time, 10=Expected Wait Time at all, Don't Know)		Satisfaction - Expectations	How well did your interview experience meet your expectations? (1=Fell Short, 10=Exceeded)
		Examiner (1=Poor, 10=Excellent, Don't Know)		Satisfaction - Ideal	How well did your experience compare to an ideal interview experience? (1=Not Very Close, 10=Very Close)			Communicate Experience (1=Very Unlikely, 10=Very Likely)
		Please rate the examiner who conducted the interview in the following areas:					Communicate Experience	How likely are you to communicate with others about your USPTO AIR Interview experience?
	Examiner - Knowledge	Level of knowledge regarding the inventive concept and prior art
		Responses (1=Poor, 10=Excellent, Don't Know)
	Responses - Thoroughness	Please rate the responses provided to your requests or questions in the following areas: Thoroughness of explanations regarding examiner's position during the interview (1=Insufficient , 10=Very Thorough, Don't Know)
	Responses- Resolved	The extent to which my issues or requests were resolved (1=Not Resolved at all, 10=Completely Resolved, Don't Know)

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Sheet 4: Custom Questions

Model Name	USPTO Applicant Survey		(Interviewee)		Red & Strike-Through: Delete
Model ID					Underlined & Italicized: Re-order
Partitioned	No				Pink: Addition
Date	4/19/2017				Blue: Reword
QID	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
		What was/were your reason(s) for requesting this interview?	Clarify reasons for rejection(s)		Y	Checkbox, one-up vertical	Skip Logic Group*	Primary Reason
			Present proposed claim amendments
			Discuss claims of prior art
			Provide a demonstration
			Other, please specify:	A
	A	Please specify the other reason for your interview.			N	Text field, <100 char	Skip Logic Group*	Primary Reason - Other
		Was the examiner of record prepared at the scheduled time and date?	Yes		Y	Radio button, one-up vertical		Examiner - Prepared
			No
		Besides the examiner on record, was a Supervisory Patent Examiner (SPE) or another examiner present at the interview?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	SPE - Present
			No
			Don't know
	A	Was the SPE or other examiner present in the interview prepared at the scheduled time and date?	Yes		Y	Radio button, one-up vertical		SPE - Prepared
			No
			Don't know
		Did you reach resolution on pending issues during this interview?	Yes			Radio button, one-up vertical		Resolution
			No		Y
		Did this interview improve your understanding of the examiner's positions regarding this application?	Yes		Y	Radio button, one-up vertical		Improve Understanding
			No
		Did the examiner discuss possible ways to overcome the rejections of 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 examiner's positions presented with decorum, courtesy, and professionalism?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Examiner - Professionalism
			No	A
	A	Please explain:			N	Text area, no char limit	Skip Logic Group*	Professionalism - Problems OE
		Please provide any additional comments that might help us improve your experience:			N	Text area, no char limit		Additional Improvements