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Creating Effective Online Surveys

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Creating Effective Online Surveys

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Creating Effective Online Surveys

  1. 1. Creating Effective Online Surveys Facilitator: Kami Griffiths, TechSoup Presenter: Yann Toledano Internet Marketing Consultant Host, TechSoup Forum August 26, 2008 Webinar Conference Call: 866-740-1260; Code: 6339392
  2. 2. Using ReadyTalk <ul><li>Chat & raise hand </li></ul><ul><li>Mute = *6, Unmute = *7 </li></ul><ul><li>If you lose your internet connection, reconnect using the link emailed to you. </li></ul><ul><li>If you lose your phone connection, r e-dial the phone number and re-join. </li></ul>
  3. 3. You are being recorded… <ul><li>This seminar will be available on the TechSoup website along with past webinar presentations: </li></ul><ul><ul><li>http://www.techsoup.org/hsc/page9003.cfm </li></ul></ul><ul><li>You will receive a link to this presentation later today. </li></ul><ul><li>After the webinar, you can ask any follow-up questions in the online forums: </li></ul><ul><ul><li>http://tinyurl.com/564vhf </li></ul></ul>
  4. 4. Creating Effective Online Surveys Facilitator: Kami Griffiths, TechSoup Presenter: Yann Toledano Internet Marketing Consultant Host, TechSoup Forum Sponsored by:
  5. 5. Today’s Speakers Volunteers Chris Peters & Malin Coleridge (TechSoup) Kami Griffiths Yann Toledano
  6. 6. Survey Key Considerations <ul><li>Research Goal: What do I want to know? </li></ul><ul><li>Target Audience: Who can give me this information? </li></ul><ul><li>Questions: What information will give me the feedback I need from my respondents? </li></ul>
  7. 7. Web Survey Process Overview
  8. 8. Survey Design Best Practices: Defining Survey Objectives <ul><li>Are members satisfied with our programs/services? (Member Satisfaction Survey) </li></ul><ul><li>Does our website meet visitor needs? (Website Evaluation Survey) </li></ul><ul><li>Should our organization implement a costly new initiative? (Interest Survey) </li></ul><ul><li>How can we improve employee satisfaction? (Employee Satisfaction Survey) </li></ul>
  9. 9. Survey Design Best Practices: Defining Survey Objectives <ul><li>A clearly defined goal: </li></ul><ul><ul><li>Determines what information to collect </li></ul></ul><ul><ul><li>Identifies who is involved (participants) </li></ul></ul><ul><ul><li>Prepares you to write effective questions </li></ul></ul>Expert Tip: State your goal as a simple question you can investigate.
  10. 10. Survey Design Best Practices: How to Create a Winning Questionnaire <ul><li>Introduce survey </li></ul><ul><li>Easy to understand questions/response options </li></ul><ul><li>Important questions first (“must-knows”) </li></ul><ul><li>End with demographic/profile questions (income, age, gender, etc.) </li></ul><ul><li>Logical order (grouping) </li></ul><ul><li>Eliminate non-relevant questions </li></ul>
  11. 11. Survey Design Best Practices: Survey Intro Example
  12. 12. Survey Design Best Practices: Two Golden Rules <ul><li>Ask the right questions. </li></ul><ul><li>Keep it short. </li></ul>
  13. 13. Survey Design Best Practices: Effective Question Wording <ul><li>Clear, direct, brief </li></ul><ul><li>Eliminate jargon/confusing language </li></ul><ul><li>Ask one thing in each question </li></ul><ul><li>Avoid bias </li></ul>Expert Tip: Studies indicate that shorter surveys generate higher response rates.
  14. 14. Survey Design Best Practices: Question Success Factors
  15. 15. Survey Design Best Practices: Survey Question Example What do you think?
  16. 16. Survey Design Best Practices: Bad Question!
  17. 17. Survey Design Best Practices: New and Improved Question
  18. 18. Survey Design Best Practices: Question Type: Multiple Choice (choose one answer)
  19. 19. Survey Design Best Practices: Question Type: Rating Scale (5-point scale)
  20. 20. Survey Design Best Practices: Question Type: Checkboxes (multiple selections allowed)
  21. 21. Survey Design Best Practices: Question Type: Dropdown Menu
  22. 22. Survey Design Best Practices: Question Type: Table/Matrix (3-point rating scale: one answer per sub-question)
  23. 23. Survey Tools Overview
  24. 24. Survey Tools: Comparing the Tools <ul><li>Pricing (free vs. paid plans) </li></ul><ul><li>Basic vs. Advanced Features (e.g., Branching/Skip Logic, Piping) </li></ul><ul><li>Cost-Feature Table </li></ul>
  25. 27. Survey Tools: Question Branching/Skip Logic 1 3 4 6 5 2 Simple Branching Rule: If respondent answers “Yes” , skip to Q4.
  26. 28. Survey Tools: Question Branching Example
  27. 29. Survey Tools: Survey Launch & Best Practices <ul><li>Email invitations vs. Website deployment </li></ul><ul><li>Pre-test survey internally: </li></ul><ul><ul><li>Email subject line </li></ul></ul><ul><ul><li>Invitation text </li></ul></ul><ul><ul><li>Questions/instructions </li></ul></ul><ul><ul><li>Look and feel </li></ul></ul>Expert Tip: Test run your survey to identify and correct problem areas before deploying it externally.
  28. 30. Survey Tools: Link to Survey for Participants
  29. 31. Survey Tools: Survey Reporting & Analysis <ul><li>Real-time response collection </li></ul><ul><li>Various reporting formats </li></ul><ul><li>Advanced reporting features in paid plans </li></ul>
  30. 32. Survey Tools: Survey Reporting Dashboard
  31. 33. Survey Tools: Sample Report (Pie Chart)
  32. 34. Survey Tools: Sample Report (Bar Graph)
  33. 35. Survey Tools: Sample Report (Matrix)
  34. 36. Survey Tools: Survey Reporting/Analysis Best Practices <ul><li>Survey results tied to initial objectives </li></ul><ul><li>Reports: summary of key findings + actionable recommendations </li></ul><ul><li>Share the right data with the right people </li></ul>Expert Tip: Remember to take action based on the results of your survey.
  35. 37. Get the Most Out of TechSoup <ul><li>At TechSoup, you’ll find a range of technology services to help your nonprofit: </li></ul><ul><ul><li>Read helpful articles in our Learning Center </li></ul></ul><ul><ul><li>Request donated software , hardware, and online services </li></ul></ul><ul><ul><li>Join our community forums to learn from your colleagues </li></ul></ul><ul><ul><li>Browse upcoming events and conferences </li></ul></ul>
  36. 38. TechSoup Stock Vendor Partners <ul><li>Microsoft </li></ul><ul><li>Symantec </li></ul><ul><li>Adobe </li></ul><ul><li>eTapestry </li></ul><ul><li>Intuit </li></ul><ul><li>Mailshell </li></ul><ul><li>Business Objects </li></ul><ul><li>Readytalk </li></ul><ul><li>Alpha Software </li></ul><ul><li>Atlas Business Solutions </li></ul>
  37. 39. Continue the discussion… <ul><li>Additional questions can be answered by posting in our Web Building forum: </li></ul><ul><ul><li>http://tinyurl.com/564vhf </li></ul></ul>
  38. 40. Thank you to our Webinar Sponsor!
  39. 41. For More Information Contact: Kami Griffiths 415-633-9392 [email_address] www.techsoup.org

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