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Survey Design: Tips and Tricks

Class Code


Class Description

Most Technology Training classes will be delivered online until further notice.

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


When surveying users, it is important to know the basics of survey science. In this lecture setting, learn tips and best practices of survey design to get the information you need.

Learning Objectives

  • How to strategically plan your survey
  • Understand the best practices for survey design
  • Review collection techniques to get the best response rate
  • Considerations when presenting the findings
  • Determine which online tool is best for your survey


Topics Covered



  • 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
  • Improving response rates and retention


Analysis & Reporting

  • Considerations when presenting the finds in charts and graphs

University IT Technology Training classes are only available to Stanford University staff, faculty, students, and Stanford Hospitals & Clinics employees, including Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health. A valid SUNet ID is needed to enroll in a class.