- Breakdown of a Survey Project
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Understanding the Components of a Project 3 min
- Survey Design Best Practices
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Survey Design Best Practices 1 min
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1. Set Your Survey Objectives 2 min
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2. Make Every Question Count 3 min
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3. Plan the Order of Questions 4 min
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4. Limit Survey Length 3 min
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5. Know Good from Bad Question Wording 6 min
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6. Keep it Simple for Respondents 3 min
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Summary of Design Best Practices 5 min
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Challenge 8 min
- Module Quiz: Planning and Designing a Survey
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Module Quiz: Planning and Designing a Survey
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End of Course

Planning and Designing a Survey
The survey is the backbone of data collection for XM, a well designed survey will ensure you have the data you need to make decisions. This course describes the downstream impacts of the survey, and outlines the survey design best practices to ensure quality data.
This course provides the essential, practical principles for planning and designing a high-quality survey. You will learn how to move from a business problem to a clear research objective, ensuring every question you ask has a purpose. We will cover best practices for structuring your survey logically, wording questions effectively to avoid bias, and designing a simple, low-effort experience for your respondents to maximize completion rates and data accuracy. By the end of this lesson, you will be equipped to design surveys that yield more reliable insights to drive meaningful action in your organization.
Learning Objectives:
- Explain how the survey design stage impacts the overall quality and outcomes of a research project.
- Articulate why planning a project is important.
- Apply best practices for question wording and survey flow to optimize the respondent experience.
- Identify common design errors in survey questions and structures, such as leading questions, double-barreled questions, and poorly structured response scales.
Recommended Users:
- New
- Basic