creating effective online surveys

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Creating Effective Online Surveys August 26, 2008 Webinar Conference Call: 866-740-1260; Code: 6339392 Creating Effective Online Surveys Facilitator: Kami Griffiths, TechSoup Presenter: Yann Toledano Internet Marketing Consultant Host, TechSoup Forum

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Creating Effective Online Surveys

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Page 1: Creating Effective Online Surveys

Creating Effective Online Surveys

August 26, 2008

Webinar Conference Call: 866-740-1260; Code: 6339392

Creating Effective Online Surveys Facilitator: Kami Griffiths, TechSoupPresenter: Yann Toledano

Internet Marketing ConsultantHost, TechSoup Forum

Page 2: Creating Effective Online Surveys

Creating Effective Online Surveys

Using ReadyTalk

• Chat & raise hand • Mute = *6,

Unmute = *7• If you lose your

internet connection, reconnect using the link emailed to you.

• If you lose your phone connection, re-dial the phone number and re-join.

Page 3: Creating Effective Online Surveys

Creating Effective Online Surveys

You are being recorded…

• This seminar will be available on the TechSoup website along with past webinar presentations:– http://www.techsoup.org/hsc/page9003.cfm

• You will receive a link to this presentation later today.

• After the webinar, you can ask any follow-up questions in the online forums:– http://tinyurl.com/564vhf

Page 4: Creating Effective Online Surveys

Creating Effective Online Surveys

Creating Effective Online Surveys

Facilitator: Kami Griffiths, TechSoupPresenter: Yann Toledano

Internet Marketing ConsultantHost, TechSoup Forum

Sponsored by:

Page 5: Creating Effective Online Surveys

Creating Effective Online Surveys

Today’s Speakers

Volunteers Chris Peters & Malin Coleridge (TechSoup)

Kami Griffiths Yann Toledano

Page 6: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Key Considerations

• Research Goal:What do I want to know?

• Target Audience:Who can give me this information?

• Questions:What information will give me the feedback I need from my respondents?

Page 7: Creating Effective Online Surveys

Creating Effective Online Surveys

Web Survey Process Overview

Page 8: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices: Defining Survey Objectives

• Are members satisfied with our programs/services?(Member Satisfaction Survey)

• Does our website meet visitor needs?(Website Evaluation Survey)

• Should our organization implement a costly new initiative?(Interest Survey)

• How can we improve employee satisfaction?(Employee Satisfaction Survey)

Page 9: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices: Defining Survey Objectives

• A clearly defined goal:– Determines what information to collect– Identifies who is involved (participants)– Prepares you to write effective questions

Expert Tip: State your goal as a simple question you can investigate.

Page 10: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

How to Create a Winning Questionnaire

• Introduce survey• Easy to understand questions/response options• Important questions first (“must-knows”)• End with demographic/profile questions (income,

age, gender, etc.)• Logical order (grouping)• Eliminate non-relevant questions

Page 11: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Survey Intro Example

Page 12: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Two Golden Rules

• Ask the right questions.

• Keep it short.

Page 13: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Effective Question Wording

• Clear, direct, brief

• Eliminate jargon/confusing language

• Ask one thing in each question

• Avoid bias

Expert Tip: Studies indicate that shorter surveys generate higher response rates.

Page 14: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Question Success Factors

Page 15: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Survey Question Example

What do you think?

Page 16: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Bad Question!

Page 17: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

New and Improved Question

Page 18: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices: Question Type: Multiple Choice

(choose one answer)

Page 19: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices: Question Type: Rating Scale

(5-point scale)

Page 20: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Question Type: Checkboxes

(multiple selections allowed)

Page 21: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Question Type: Dropdown Menu

Page 22: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Design Best Practices:

Question Type: Table/Matrix

(3-point rating scale: one answer per sub-question)

Page 23: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools Overview

Page 24: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Comparing the Tools

• Pricing (free vs. paid plans)

• Basic vs. Advanced Features (e.g., Branching/Skip Logic, Piping)

• Cost-Feature Table

Page 25: Creating Effective Online Surveys

Creating Effective Online Surveys

Page 26: Creating Effective Online Surveys

Creating Effective Online Surveys

Page 27: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Question Branching/Skip Logic

1 3 4

6 5

2

Simple Branching Rule:If respondent answers “Yes” , skip to Q4.

Page 28: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Question Branching Example

Page 29: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Survey Launch & Best Practices

• Email invitations vs. Website deployment

• Pre-test survey internally:– Email subject line– Invitation text– Questions/instructions– Look and feel

Expert Tip: Test run your survey to identify and correct problem areas before deploying it externally.

Page 30: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Link to Survey for Participants

Page 31: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Survey Reporting & Analysis

• Real-time response collection

• Various reporting formats

• Advanced reporting features in paid plans

Page 32: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Survey Reporting Dashboard

Page 33: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Sample Report (Pie Chart)

Page 34: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Sample Report (Bar Graph)

Page 35: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:

Sample Report (Matrix)

Page 36: Creating Effective Online Surveys

Creating Effective Online Surveys

Survey Tools:Survey Reporting/Analysis Best Practices

• Survey results tied to initial objectives

• Reports: summary of key findings + actionable recommendations

• Share the right data with the right people

Expert Tip: Remember to take action based on the results of your survey.

Page 37: Creating Effective Online Surveys

Creating Effective Online Surveys

Get the Most Out of TechSoup

• At TechSoup, you’ll find a range of technology services to help your nonprofit:

– Read helpful articles in our Learning Center– Request donated software, hardware, and online

services– Join our community forums to learn from your

colleagues– Browse upcoming events and conferences

Page 38: Creating Effective Online Surveys

Creating Effective Online Surveys

TechSoup Stock Vendor Partners

• Microsoft• Symantec• Adobe• eTapestry• Intuit

• Mailshell• Business Objects• Readytalk• Alpha Software• Atlas Business

Solutions

Page 39: Creating Effective Online Surveys

Creating Effective Online Surveys

Continue the discussion…

• Additional questions can be answered by posting in our Web Building forum:– http://tinyurl.com/564vhf

Page 40: Creating Effective Online Surveys

Creating Effective Online Surveys

Thank you to our Webinar Sponsor!

Page 41: Creating Effective Online Surveys

Creating Effective Online Surveys

For More Information

Contact: Kami [email protected]