Breakdown of a Survey Project
Understanding the Components of a Project
Stages of a Survey Project
Understanding the Survey Audience
The Impact of Poor Design
Survey Project Best Practices
Survey Design Best Practices
1. Set Your Project Objectives
To write a problem statement, start with your goals
Brainstorming to write problem statements
2. Make Every Question Count
3. Plan the Order of Your Questions
Demographic Questions Placement
4. Limit Survey Length
5. Know Good from Bad Question Wording
6. Keep it Simple for Respondents
Summary of Survey Design Best Practices
Consider the stakeholders that will be engaging with the report
Plan and design your surveys before building them in the platform
Apply the following best practices
Challenge

Challenge

To practice designing an XM survey, let us take your organization as an example. Thinking about your team or organization, on a piece of paper plan a survey using the below guidelines and structure:

Example

Your Organization

Write your Business Problem

A new product line is about to be launched for parents with children under 3 years old, will it be successful?

Write your survey objectives

Understand appeal and intention to adopt the new product line by the target market, and formulate the market campaign narrative.

What data do you have already?

The features of the product line

Target Market definition

Target demographics

What data do you need to collect?

Product usage in category

Intention to adopt

Purchase Attitudes

The appeal of the value proposition

Collect unprompted value perceptions of the product vertical

State of residence

Next, on another piece of paper and using the above information, create the question wording and answer choices for 5 different questions that would go into this survey.

Two examples are provided in the table below:

Data Needed

Question-Wording

Answer Choices

Example: Product usage in the category

Example: Thinking of baby wipes, which of the following have you used in the past 3 months?

Example:

Product 1,

Product 2,

Product 3, etc.

Example: purchase attitudes

Example: How much do you agree or disagree with the following statement?

"I regularly make environmentally friendly choices in my baby wipe choices".

Example:

Strongly agree

Somewhat agree

Neither agree nor disagree

Somewhat disagree

Strongly disagree

1

2

3

4

5