In the November 14 priority announcement, we remain committed to keeping you informed about our progress. This bulletin provides an update on key initiatives, highlights newly completed milestones, and celebrates a major transition success story from the Iowa Department of Workforce Development (IWD).
Roadmap Progress Report
On November 14, 2025, we shared our priorities for upcoming initiatives. Below is a quick update on each item and its current status as of today.
- Qualtrics CX Champion Engagement​ - Active engagement with​ Champions to gather feedback and strengthen​ collaboration.​
- Status: Completed - February 2026
- Tailored​ ServiceDesk Plus Requests - Streamlined support and improved​ response accuracy. | How Do I Submit a Qualtrics Request in ServiceDesk Plus?
- Status: Completed - November 2026
- Enterprise Review and Approval Dashboard - Real-time tracking of submissions and approvals through a single, centralized dashboard.
- Status: In Progress
- Agency​ Role-Based​ Dashboards - Detailed metrics​ and integrated​ reporting.
- Status: In progress for basic metrics. Advanced metrics and integrated reporting is currently in the scoping phase.
- Exploring AI for Review Acceleration​ - Discovery Phase.​ Evaluating Al to​ assist review​ processes, reduce​ manual effort, and​ ensure consistent​ decision-making.
- Status: Scoping
Highlight Story
We want to showcase real success stories from our colleagues to highlight what’s possible and celebrate their achievements.
Today, we recognize Katie Green and the IWD team for their outstanding work. Recently, IWD transitioned from Checkbox to Qualtrics, retiring the legacy platform and achieving $6,400 in annual cost savings. The implementation was fully agency-led and completed in just two months, improving efficiency and collaboration across the team.
Agency: IWD
Creator: Katie Green
Forms:
WIOA Business Satisfaction Survey​
WIOA Customer Satisfaction Survey​
Dislocated Worker Survey​
2026 Iowa Industry & Occupational Projections Business Survey​
Details: In just two months, from December to February, the team moved from Checkbox to Qualtrics. This transition improved efficiency and collaboration while removing the need for Checkbox. The change resulted in $6,400 in annual cost savings.
​To ensure a seamless process, all historical surveys from Checkbox were archived for future reference, and only active surveys were migrated to Qualtrics. During this period, Katie provided training to her team on creating new forms in Qualtrics, enabling them to fully leverage the platform’s capabilities.
Great Job Katie and IWD.
Tell Us Your Story!
We’d love to hear your Qualtrics success stories. Share yours today!
Just fill out the form below to start sharing your success story with us!
2-Minute Tips
Adding Instructions
Adding instructions is a best practice, especially for detailed forms or surveys. Clear instructions help respondents understand what’s expected, which improves accuracy, increases completion rates, reduces confusion and errors, and sets clear expectations.
When writing instructions, consider including:
- Purpose of the form or survey – Explain why you’re collecting the information.
- Estimated time to complete – Helps respondents plan.
- Materials needed – List anything they should have ready before starting.
- Next steps after submission – Tell them what will happen once they complete the form or survey.
Technical tip: Watch the video in the Qualtrics XM Community 2-Minute Tips Playlist to learn how to add instructions to your survey for different question types.
Additional Resources and Support
- If you missed earlier bulletins, you can find them on the Qualtrics Bulletins listing page.
- We provide several support options to help you. These include On-Demand Training, Basecamp, one-on-one sessions, Office Hours, and many other resources.
- You can access all of these on the Qualtrics Training and Support page.
Heads-up for the March 16-20 Week
With the X4 Qualtrics Conference happening, resources will be limited. There will be no office hours or 1:1 bookings that week, and reviews or approvals may take a little longer than usual.
Thank you for planning ahead and for your understanding!
Thank You!