Survey Design Workshop


Survey Project Management

  • What is a survey?
  • What are we measuring in a survey?
  • What are the types of surveys?
  • Why is a set of research objectives important at the start of a project?
  • What resources — people & budget — are needed for a successful survey project?

Questionnaire Design (Instrument Design)

  • What are the steps in designing a survey instrument?
  • What are the three categories of survey questions?
  • What are the proper uses of demographic questions?
  • How can we identify the questions we need to ask about service performance?
  • Ideally, what would we like to know about each area of service performance?
  • What is a focus group? A critical incident study?
  • Why are pilot tests so critical?
  • What are the elements of a questionnaire?
  • What are typical concerns when putting together the instrument?
  • What are typical errors in question construction?
  • What types of biases can the respondent bring to the survey process?

Questionnaire Design (continued)

  • What are the categories of question types and data types each generates?
  • What are the advantages of each question type and the concerns when designing each type of question?
  • How should scales be constructed? Scale length, anchoring options, scale presentation, scale direction, etc.
  • What are the options for formatting a survey?
  • What’s the best way to measure Importance?
  • How can questionnaires be designed to generate more granular, actionable data?

Survey Administration

  • What are the steps in the administration process?
  • What are the different methods for administering a survey?
  • What criteria should be considered when selecting a method?
  • How does each method rate on those criteria?
  • How do mobile devices affect survey projects?
  • What are common biases that can be introduced by each administration method?
  • What particular issues might I confront when surveying electronically, by hardcopy, or by telephone?
  • How is the sample actually generated?
  • How do I calculate how large a sample I need?
  • How do I determine the statistical confidence I should have in my results based on the number of responses?
  • How can I increase the response rate?

Survey Data Analysis Workshop


Basic Analysis of the Survey Data

  • What first steps should I take when starting the analysis process?
  • Why is data cleansing necessary?
  • How can I analyze comments from open-ended questions and text from interviews?
  • What type of analysis can I do for multiple choice questions?  For ordinal scale questions?  For interval rating scale questions, including likert scales?
  • Is there a quicker way to generate descriptive statistics for a range of survey questions?

Advanced Statistical Analysis

  • How can I answer “what if” questions when analyzing the data set?
  • What if I want to examine the relationship between the responses across many survey questions?
  • Do the results from this year’s survey differ from last year’s survey?
  • Do the demographic segments in the respondent group differ in their survey results?
  • How can I do all this analysis with a desktop spreadsheet tool?

Presentation of the Results

  • What information should be included in the written report?
  • How best to organize and present the results?
  • What charts work best for each data type (question format)?
  • What graphical techniques enhance readability?