Is this template free?
Yes. Download the whole pack as a Word document and CSV sheets with no signup and no credit card, filled in for the Highmark Logistics worked example. Edit with AI is a separate, optional path that fixes the thresholds and runs the checks against your own pilot data. The template library holds the rest of the packs.
What format are the downloaded files?
Word documents for Method Note and Validation Narrative, and CSV for the four sheets, all in one zip. They open in Word, Pages, Google Docs, Excel, Numbers and Sheets with nothing to convert. Inside River the same content opens as live Docs and Sheets.
Does this draft the survey items, or decide what the scale measures?
No. It assumes the item pool and the pilot data already exist and decides which items keep their place, get reworded, or get dropped. A dedicated instrument-design pack traces every item to a construct and a planned analysis before a single response is collected, which is a separate, earlier step.
How small can the pilot sample be?
The sources behind this template's thresholds treat a participant-to-item ratio between 5 to 1 and 10 to 1 as commonly followed for a factor analysis. The worked example pilots 238 respondents against 18 items, a 13 to 1 ratio. Below that range, item statistics and reliability still run, but the factor-structure check becomes the least trustworthy of the three.
What happens to an item that clears two checks and fails the third?
That is the case this template is built to catch. Item-total correlation and reliability are both computed against an item's own subscale in isolation, so an item can pass both while its factor loading lands on a different construct once tested against the whole pool. The item gets reworded and held for revalidation, not waved through.
Does it run the statistics for me, or do I need the pilot data already collected?
It needs your pilot's response data already in rows and columns, one column per item. If the export still carries a survey platform's raw formatting, the export preparation tool handles the platform quirks first. This template does not draft items or run the pilot itself.
What happens after the scale is validated?
The retained pool moves to fielding the full survey, where survey results reporting handles the confidence intervals and subgroup caveats a wider sample supports. A reworded item's psychometrics stay provisional and pending its own revalidation in a future wave rather than carried forward as settled.