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Measuring and Monitoring
with SurveysErich Stiefvater, NWREL
NW Network Conference 2009
March 2-4, 2009
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Guiding Questions
Why should I use surveys?
What survey tool is right for me?
How do I design an effective survey?
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Session Roadmap
Take workshop survey
General discussion
Sign up for free accountSurvey-building practice
Report out
Wrap-up
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Why should I use surveys?
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A Variety of Uses
Surveys can help you:
Investigate community needs
Design new programs and servicesEvaluate impacts and outcomes
Assess constituent satisfaction
Plan eventsTest communication media and
messages
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Survey Pros
Surveys:
Are ideal for gathering data and feedback
that can be quantified
Collect information in a standard,
systematized way
Yield datasets that can be sorted, filtered,
cross-tabbed, and graphed to providedeeper analysis
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Survey Cons
Surveys:
Take time to plan for, design, and collect
and analyze responses
Can yield unreliable or unusable
information if poorly planned or designed
Are often ignored by targeted users
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Questions to Ask Yourself
What question do I need answered,
or what decision do I need to make?
What data or feedback will help meanswer that question or make that
decision?
Is a survey the best way to get thatdata or feedback?
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What survey tool is right for me?
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Paper or Online?
Paper-survey tools
Desktop-publishing software (e.g., Word)
Optical-scan readers (e.g., Scantron)Online-survey tools
Survey software (e.g., Zoomerang)
Web-design tools (e.g., Dreamweaver)Widgets and templates in social-
networking software (e.g., Google Docs)
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A Myriad of Options
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How to Pick
Price
Maximum numbers of:
SurveysQuestions
Responses
FeaturesStorage
Support
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Basic Tool Features
Battery of common question types
Save/copy/edit surveys
Launch via email or URLView survey results online
Knowledge base/FAQs/tutorials
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Advanced Tool Features
Survey templates you can adapt
Skip/branch logic
Customizable appearance and messages
Upload and manage email lists
Filter and cross-tabulate results
Summary reports in several formats
Export survey dataPhone and email tech support
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Questions to Ask Yourself
How often will I create surveys?
How many people will I typically be
surveying?How complex will my surveys be?
How long will I need to save my data?
What combination of pricing andfeatures would best meet my needs?
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How do I designan effective survey?
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Survey-Design Process
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Determine Your Goal
What do I want to know?
A clear goal:
Tells you what information to collectHelps you identify participants
Helps you write questions
Begins with analysis in mind
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Sample Goal Statements-1
Investigate community needs
What gaps exist in the continuum ofhomeless services in our town?
Design new programs and servicesWhat new recreation classes would localseniors be most interested in?
Evaluate impacts and outcomesHow many of our graduates find a job orgo on to college within a year?
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Sample Goal Statements-2
Assess constituent satisfaction
What do our AmeriCorps members thinkof our new staff mentoring program?
Plan eventsWhat topics do our partners want includedon the agenda for the gang summit?
Test communication media andmessages
Does our website meet visitors needs?
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Determine Your Audience
Who can give me the data or feedback
I need?
Audience analysis:Identifies potential participants
Helps you figure out how to reach them
Determines the number of responses youneed
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Determine Your Methodology
Key questions to ask
Number of responses needed
Print or online surveyHow will be marketed
Offer incentive or not
Format raw data will need to be in
Format of finished analysis
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General Design Tips
Introduce the survey
Keep it short
Move from broad to narrow questionsPut the most important questions first
Limit use of open-ended questions
Keep answer schemes consistent
End with profile questions
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Introduction Example
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Question Types
Multiple Choice-Single Answer
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Question Types (contd)
Multiple Choice-Multiple Answer
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Question Types (contd)
Rating Scale-Single Answer
Note consistent scaling
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Question Types (contd)
Rating Scale-Table/Matrix
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Choose Words Carefully
Make sure your survey questions are:
Brief, clear, and direct
Free of jargon or confusing languageAsking only one thing each
Free of bias
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Question Example 1
What do you think?
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Question Example 1 (contd)
biased jargon/unclearbiased
assumption/leadingdouble-barreled
question
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Question Example 1 (contd)
Try this
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Question Example 2
What do you think?
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Question Example 2 (contd)
slightly
unclear
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Question Example 2 (contd)
Try this
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Skip/Branch Example
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Skip/Branch Plan
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Deployment Options
Send link via email
Embed URL in webpage or domain
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Pre-Test Your Survey
Have colleagues test/review:
Link (make sure it works)
Email invitation subject line and textQuestions/instructions
Appearance and navigation
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Monitor Your Survey
Review real-time collection stats
Send reminders if needed
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View Quick Reports . . .
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. . . Or Download Full Ones
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Some Can be Customized
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Thank you, and please contact me with
any questions
Erich Stiefvater
(503) 275-0761
Happy Surveying!
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Resources and References
Zoomerang. (n.d.). 10 Tips to Improve Your Surveys. (Online).
Retrieved February 22, 2009 from http://www.zoomerang.com.
Griffiths, K. & Toledano, Y. (August 26, 2008). Creating effective online
surveys. (Online). Retrieved February 23, 2008 from
https://cc.readytalk.com/cc/schedule/display.do?rfe=wviry6spmzb3&udc
=pi7os9o8bpc7.
Nielsen, J. (February 2, 2004). Alertbox: Keep online surveys short.
(Online). Retrieved February 24, 2008 fromhttp://www.useit.com/alertbox/20040202.html.
Kasunic, M. (September 2005). Designing an effective survey. (Online).
Retrieved February 24, 2008 from
http://www.sei.cmu.edu/pub/documents/05.reports/pdf/05hb004.pdf.
Dillman, D.A. (2007). Mail and internet surveys: The tailored designmethod. Hoboken, NJ: John Wiley & Sons, Inc.