New Gartner Survey Policy

Gartner advisor-level clients conduct three types of surveys—with and without third parties.

ken davis

Preface: In 2009 we cited this article as one of the most useful articles by analysts with tips on Analyst Relations. Over the decade since then, the article’s fallen offline. In 2020, when we started the research for our book, we asked the author’s permission to cite it. To help readers see the analyst’s comments in context, we reprint it below. “Ken Davis is now an Executive Vice President, Products and Services at Gartner.”

We have seen the survey requests our analysts receive grow substantially over the past year. In order to accommodate this increased demand, we have put a policy in place to make the survey process more productive for both you and our analysts. Gartner SVP Ken Davis answers some questions about the new policy.

How does the policy improve the client experience?

Survey managers often seek information that is already available from previous surveys. In these cases, the new policy helps you get the information you seek much faster. Additionally, surveys often come from non-Gartner clients, which we appreciate. However, it is our first priority to make analysts available to paying clients. The productivity improvements of the new policy help us achieve this important objective.

What kinds of surveys does Gartner offer?

Gartner advisor-level clients conduct three types of surveys—with and without third parties. The new policy is organized around three survey types:

1. Surveys conducted by advisor-level clients (with no third party). Often advisor-level clients conduct their own surveys without the assistance of a third party. This represents the standard entitlement of an advisor seatholder; hence there are no restrictions.

2. Standard surveys conducted by advisor-level clients (with a third party). When advisor-level clients involve assistance from others, we ask third parties to use our standard tool: KCG’s analyst perception audit survey instrument.

3. Custom surveys conducted by advisor-level clients (through a third party).  In these cases, third parties sign a non-financial, terms-and-conditions contract with Gartner. The client buys an advisory seat or an inquiry block for the third party. The third-party can also buy their own inquiry block. Data collected by the third party is shared with Gartner. It may not be resold to others.

To listen to an audio recording of Gartner SVP Ken Davis as he explains the new policy in detail at our December 2007 quarterly call, click here.


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New Gartner methodologies brochure. We’ve just released an update to our brochure on Gartner research methodologies. Click here to download it from gartner.com or to request a copy from your Gartner account executive.

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