Designing a Great Survey: A Friendly Guide

1. Know what we want

Purpose: Be clear about why we’re running this survey and what we hope to find out. This clarity will guide everything else.

Stay focused: Keep our main goals in mind and make sure all our questions help achieve them.

2. Pick the right way to ask

Survey type: Decide how we’ll reach our audience, whether it’s an online survey, phone calls, or face-to-face chats. Choose what fits best.

3. Understand our audience

Who are they: Think about who’s taking our survey. Are they young, old, students, professionals? This affects our wording and style.

Keep it simple: Use language that’s easy to understand for our audience. Avoid confusing terms.

4. Craft clear questions

Keep it simple: Make sure our questions are clear and straightforward.

Stay neutral: Ask in a way that doesn’t lead people toward a certain answer.

One thing at a time: Each question should focus on just one topic.

5. Mix up our questions

Yes/no or multiple choice: These are great for quick answers and easy to analyse.

Open-ended questions: Allow for detailed answers and deeper insights.

Scales and rankings: Use these to understand preferences or the intensity of opinions.

6. Order matters

Logical flow: Start with general questions and move to more specific ones.

Ease them in: Begin with simple, non-sensitive questions and save the tough ones for later.

7. Keep it short and simple

Conciseness: Aim for a survey that takes 5-10 minutes. People don’t like long surveys.

Focus on what’s important: Only ask what we need to know.

8. Test it out first

Pilot run: Test our survey with a small group to catch any issues with wording, flow, or technical issues.

Get feedback: Ask for feedback on clarity, length, and overall experience, then make improvements.

9. Assure privacy

Confidentiality: Let respondents know their answers will be anonymous and confidential.

Data safety: Ensure we follow data protection laws to keep their info safe.

10. Make it user-friendly

Clean layout: Use a neat and consistent format.

Clear instructions: Provide simple instructions for each section or question type.

Mobile-friendly: Ensure our survey works well on phones and tablets too.

11. Get it out there

Choose our channels: Use email, social media, or other channels that best reach our audience.

Send reminders: Follow up to boost response rates.

Say thanks: Always thank our respondents for their time and input.

12. Analyse the data

Plan: Decide how we’ll analyse the data before collecting it.

Use the right tools: Pick tools (like Excel or survey software) that help us make sense of the responses.

Look for insights: Find trends and patterns to draw meaningful conclusions.

13. Act on what we learn

Make decisions: Use our findings to make informed decisions and act based on them.

Close the loop: Share results with respondents and stakeholders to show how their input is used.

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