Prepare

• Use the Easy Read adaptation alongside this pack. Complete its staff preparation and privacy details. Choose one named place and a clear boundary, with the same map or description for each session.
• Invite a few local adults with varied reading and access needs, including people who rarely visit. Arrange accessible participation, consent and safeguarding. Offer breaks and an independent interpreter or supporter chosen by the resident.
• Use one blank checklist per resident. Assign an unlinked session code. Record the survey draft version, format, support and approximate completion time. Explain who can see notes, storage, deletion and withdrawal limits before agreement to take part.
• Keep testing notes separate from survey answers and baseline data. Omit names, contacts, signatures, addresses and identifying stories. Avoid audio, video and photos. Keep any recruitment or consent administration separate, with no link to these notes.

Read aloud neutrally

Work through the whole sheet

Allow time. Read every choice in order with the same tone. Ask: “In your own words, what is this asking?” and “Which words, if any, are unclear?” For each response choice ask: “What does this choice mean to you?” Ask how neighbouring choices differ. Include the optional comment and visits question.

Ask: “What time period are you thinking about? When does it start and end?” “Which area are you thinking of? Where does it start and end?” For each illustration, including the small calendar reminders, ask: “What does this picture mean to you? Does it help, confuse or make no difference?”

If someone asks for an explanation

First record the difficulty. Repeat the printed wording without suggesting an answer. Avoid praise for particular answers or examples that steer a choice. If further help is needed, record the exact explanation and support given. Keep first understanding separate from understanding after help.

Close: “Is there anything else that would make this easier to understand or use? Thank you. We will review the feedback before using the survey.”

Anonymous feedback checklist

2 of 3 · One copy per resident · Leave unused fields blank

Unlinked session code: __________   Survey draft version: __________

Format/support (no names): __________________   Time taken: ______ minutes

For each row, circle one: C = clear in own words without extra explanation; U = unclear or help needed; X = not explored or skipped. These are observations, not scores or proof of validation. Record initial understanding before offering help.

Question, period or boundary difficulty / anonymous paraphrase / exact help given:

Review revisions and freeze baseline

3 of 3 · Team record · Complete after real local testing

Review before changing the draft

1. Review anonymous checklists. Separate observed difficulties from suggestions and assumptions. Note unexplored items, formats and support used. Local feedback cannot demonstrate representativeness or validation.
2. For each proposed change, record the item, evidence reference, exact old and proposed text or picture, reason, decision, reviewer role and date. Record decisions to keep wording too. Leave this log blank until evidence exists.
3. Preserve the constructs: access, belonging, feeling safe and feeling welcome, plus the optional comment and visit-frequency context. Keep all questions, response choices and their order, the four-week period and the agreed place boundary. This pack authorises no construct or response-scale changes.
4. Check wording or illustration revisions against the original survey and Easy Read adaptation to preserve meaning. Refer any potential meaning change for measurement review before baseline. Resolve concerns before launch.
5. Give each revised draft a new version identifier. Re-test changed material with local adults, including its surrounding instructions and choices. Record what was tested and what remains uncertain. Never fill gaps with assumed resident feedback.

Revision log

Copy this blank log for further changes. Evidence references use anonymous session codes and item numbers only.

Freeze before collecting baseline answers

Review outstanding issues before release. Archive a dated master of the survey, instructions, illustrations, choices, boundary map or description and revision log. Label it with its version and freeze date. Tell collectors which master to print. Remove superseded drafts from use.

Frozen survey version: __________   Freeze date: __________

Approved by (role): __________________   Master location: __________________

Place / boundary reference:

Outstanding limitations and review decision, or “none recorded”:

Keep the frozen version, question and choice order, four-week period, illustrations and boundary unchanged for baseline and follow-up. Record format and support each time. Log and version unavoidable later changes, obtain measurement review and assess comparability before combining results. Identify changed versions in reporting.