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Survey Design: Best Practices for Beginners

Class Code Date Delivery Method Cost
  • Tue Aug 13, 9:00 am to 12:00 pm
  • Fri Aug 16, 9:00 am to 12:00 pm
Live Online - 2 sessions $450

Before each session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

When surveying users and customers, it is important to ask the right questions to the right people at the right time and to construct the survey so that meaningful results can be obtained, analyzed, and reported. In this class you will learn how to design an effective survey and bring actionable insights to your organization. 

Program Description

Whether you’re collecting customer feedback, performing employee evaluations, or planning an event, the first step toward creating an effective survey is to brush up on the basics of survey science. Check out our resources for online survey tips and best practices to make sure your next survey is a success! 

Learning Objectives

Learning Objectives: 

  • Why survey?
  • How to strategically plan your survey
  • Understand the best practices for survey design
  • Review collection techniques to get the best response rate
  • How to analyze, present and share the findings
  • Determine which online tool is best for your survey
Topic Outline

Topic Outline:


  • Formulating the problem or question to be answered
  • Determining the research approach
  • Setting objectives for information collection


  • Choosing a collection method (Qualtrics, Google Forms, or SurveyMonkey)
  • Tips for good visual design
  • Types of questions/response alternatives
  • Pretesting and pilot testing
  • Pitfalls to avoid
  • Good question test - is it clear, easy answerable, unbiased?


  • Collecting responses
  • Statistical significance

Qualitative vs. Quantifiable

  • Improving response rates and retention

Analysis & Reporting

  • Filtering and customizing results
  • Sharing results
Special Features

All participants who complete this session will receive a Stanford Technology Training Certificate of Completion.

The live-online format allows for engagement and interaction.


PDU: 6

CEU: 0.6

PDH: 6

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.