We conduct surveys on a month to month basis that are all ascribed to
individuals.  For each individual, we assign a dynamic monthly quota
that is designed to try to get the same no. of surveys each month for
a total quota of 24 surveys per year. We adjust the monthly quota
upwards or downwords the following month if we underachieve or
overachieve, respectively, the quota. So, in January quota is always
two per indivudual, but for an individual for whom we conduct no
surveys in Jan., in Feb. the quota would be 4. We need to aproximate a
completion rate for this project, so we can compare our completion
rate performance to other survey projects. Completion rate is given as
no. of surveys completed this month / no. of sample received this
month. (sample is live for 60 days, but we're using this formula to
keep it simple). In theory, some individuals may have 100 sample in
month 1, with a zero quota, but then in month 2 have a quota of 2 with
zero sample.  If I calculate 0% conversion in month 1, and cannot
calculate in month 2, my YTD could be expressed as zero, but really I
didn't have a chance to achieve anything in month one.  Futhermore, if
I did achieve 2% in month 1, I am maxed out and cannot achieve a
reasonable response rate (35-40% is normal on similar projects without
these quotas).  We need to figure out a fair way to measure completion
rate.

I can probably help with this question but am not sure I know exactly
what is being asked...

Are we talking about two seperate measures here for completion rate?
i.e. Number of surveys conducted as part of the annual target and also
response rate within individual surveys?

When you say sample are these survey respondents?  Or am I missing the
point altogether?

My suspiscion is that you need to measure the 'completion rate'
dynamically as a YTD and then provide an average.  But I am not sure
exactly what completion rate is...

If you could clarify, I can probably work through an answer for you.