Survey Design and Data Analysis Workshop
3-day training course - $1,895
5-day virtual live training course - $1,895


This survey design training course will prove invaluable for anyone responsible for a survey research program, whether the focus is customer satisfaction, employee satisfaction, customer product needs, or any other area where survey research is appropriate. The seminar provides its students the background, knowledge, tools, and critical thinking skills to build and conduct a successful survey program from start to finish. Surveys as teaching examples are drawn from various functional areas that use surveys: customer service, human resources, market research, training feedback, member feedback, medical research, and more.

This is not a training course about why surveys should be done. Rather, this is a course that teaches, step-by-step, how to perform survey programs. You will learn about the tools and techniques for each step in a surveying process, and perhaps more importantly, what questions need to be asked -- and answered -- at every stage, questions the untrained surveyor would not think to ask. For organizations that are considering outsourcing the surveying effort, the course will provide valuable information for selecting the right vendor of surveying services and for being a successful partner in the surveying program.

The instructional method includes a combination or lectures and exercises to foster deep-seated learning -- and to foster group interaction that keeps the workshop interesting. We walk through the steps of creating a survey questionnaire with exercises for each major step.

Immediate feedback is also provided on attendees' sample survey questionnaires. The class performs a group critique of questionnaires brought in by class members! This is a favorite part of the class for almost all attendees. They leave with more than just enhanced skills; they leave with an enhanced survey questionnaire.

Survey data analysis is best learned by doing. In this new 3-day format, if you wish, you can apply the analysis techniques to your own data set. If you don't have a data set, a sample data set will be provided, but you will need to bring your laptop to do these exercises.


Survey Project Management

  • Definition of a scientific survey and key terminology
  • Types of surveys: periodic (relationship), transaction-driven, one-time ad-hoc
  • Key stages of a survey project and requirements of the project manager
  • Exercise: Developing a Statement of Purpose and how it drives the project flow

Questionnaire Design (Instrument Design)

  • The questionnaire design process: The steps to follow
  • Types of questions: demographic, attitudinal, and attributes of the relationship being measured
  • How to identify aspects of the relationship to measure through the survey:
    • Role of focus groups, interviews, and other research techniques
  • Criticality of pilot testing
  • Critical issues in design of a valid questionnaire:
  • Identifying common errors in question construction and question sequencing that lead to bias
    • Elements of a questionnaire: Introductions, instructions, section headings, and closings
    • Response bias considerations
    • Exercises: Identifying attributes to measure on a survey and classifying them
  • Critiquing a Survey Instrument (with lots of problems)
  • Developing Scales
  • Drafting survey questions
  • Review of various question formats (multiple choice, ordinal, interval, and ratio) and their effective use
  • Impact of question format on data analysis potential
  • Creating interval scales and anchor selection
  • Techniques for generating actionable data and measuring importance

Administration of the Survey Questionnaire

  • Comparison of the advantages and disadvantages of the various administration methods:
    • Telephone surveys, IVR surveys, postal mail surveys, email surveys, and online surveys (Internet surveys)
  • Discussion of administration biases and how to minimize them
  • Response rate requirements for statistically valid results
  • Statistical confidence given a number of responses
  • Create the survey sample: Review of various sampling techniques
  • Techniques to increase response rates and minimizing non-response bias
  • Specific issues and concerns for telephone and online survey administration methods

Attendees' Questionnaire Critique

As a hands-on workshop, attendees are encouraged to bring a draft or sample of a survey questionnaire from their organizations. On Day 2, these instruments are critiqued by the group, delivering immediate feedback and improvement -- and allowing the group to exercise their new-found skills on real questionnaires.

Analysis of the Survey Data

  • What to do before you start analysis: Setting up the spreadsheet and data cleansing
  • Options for analyzing the data
  • Generating descriptive statistics using Excel®
  • Advanced statistical analysis options with specific treatment of correlation and regression analysis
  • Determining whether survey scores across groups are significantly significant differences

The hands-on part of the Data Analysis day is focused on attendees analyzing their own data set. Bring your laptop and a data set and you will apply the techniques we learn. Don't have a data set yet? We will have a sample data set that you can analyze.

Presentation of the Results

  • Ideas for organizing the data and management report for maximum effect
  • Charts that work for each question type.
  • Good graphic design practices that keep the reader focused on content, not technique

Registration Fees

The per student registration fee for this seminar is $1,895, and includes the seminar, course materials, certificate of completion, refreshments, and lunch both days. Class begins at 8:30 a.m. and ends at 5:00 p.m. on first two days and ends 4:30 p.m.on the third day.

Register securely online with confidence or please call (708) 246-0320.

Seminar Schedule
Sep 23-25, 2024 Washington, DC Embassy Suites Old Town Alexandria, VA

For more training course options, see the entire Contact Center Training Calendar of dates and locations.

For more IT, technical and field support training course options, see the Help Desk, ITIL, and Support Center Calendar.

Dates, Locations and Registration

What some past attendees say...

"Anyone who thinks they know how to create a survey needs to take this class. You will find some surprises, and great new tips. Class starts out with the essential framework and builds on that quickly, so people of all levels will find it extremely useful. It's great to learn the essentials and then to immediately apply them to actual surveys -- your own, and others." - Carin Smith, Smith Veterinary Consulting

"Everything was great! This was without a doubt the best workshop I have ever taken... I can't wait to go back and try the new formulas I have learned. I loved learning about how to formulate questions & surveys. This workshop was incredibly valuable! Thank You." - Lisa Caponiti

"Good discussion & interaction! I really enjoyed the class & instructor. I can directly apply what I've learned to my day-to-day experiences." - Jamie Nichols, Federal Reserve Bank

"This workshop actually exceeded my expectations... Very informative and detailed. It provided helpful ideas to better our data system. It basically changed the way I look at data." - Yvonne Mika, American Samoa Govt.

"Absolutely excellent. I waited a long time for you to have a seminar locally and was not disappointed!" - Tess DePalma, Nemours, Orlando

Learn From the Industry's Leading Authorities
Recommended Follow-on Courses:
Designing Effective Questionnaires

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Seminar agenda and assigned instructors are subject to change.

Payment is due prior to the seminar.

Public seminar cancellation policy.  Registrants may cancel up to fourteen days in advance of the seminar start date for a full refund, less administrative fees of $400.  Or, you may transfer your registration to another date or member of your company at no additional charge.  Please notify us as soon as possible. Registrants cancelling within fourteen days of the seminar will receive credit, less administrative fees of $400, toward any other Resource Center seminar.

On-site training scheduling and cancellation policy.  On-site training fees must be paid to reserve a training date.  Additional travel surcharges will be charged for travel to training locations outside of the continental USA and for training courses scheduled within three weeks, or paid for within three weeks, of the on-site delivery date.Organizations may cancel up to 21 days in advance of the seminar delivery date for a full refund, less administrative fees of 25% of the base fee.

If for any reason you are unsatisfied with the training, please notify the instructor by the end of the first day. If you decide to cancel the remainder of the training program, the instructor will collect all training materials.  Fees paid, less a prorata one-day on-site training base fee plus any travel surcharges, will be refunded.

Cancellation by provider. In the unlikely event that a seminar must be cancelled by seminar provider due to unavoidable circumstances, you will be notified at least two weeks prior to the seminar date, and your payment will be refunded.

Seminar provider is not responsible for losses due to cancellation including losses and penalties on advanced or non-refundable airfares.

In all circumstances, seminar provider's liability shall be limited to fees received.

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