Survey Design: Beyond the Basics

More and more organizations are turning to surveys to capture important business operations data, launch change initiatives and improve employee performance and retention. But faulty survey data can lead to bad decisions and disastrous results.

Acquire knowledge and build skills to create scientifically sound organizational surveys, or advise others on how to do so. Gain the background information needed to make sound recommendations if asked to evaluate vendor-provided surveys. Specifically, you will examine a proven five-step organizational survey process; analyze the common mistakes made in many organizational surveys that result in the collection of faulty data; discover 16 practical solutions and tips for overcoming these mistakes; and examine how to make sense out of the quantitative and qualitative data collected.


Kenneth Phillips, CPLP

Kenneth Phillips, CPLP

Ken is founder and CEO of Phillips Associates, a consulting and publishing company with expertise in performance management, measurement and evaluation of learning and sales performance. He has more than 25 years experience designing learning instruments and assessments and has ... read more

Who Should Attend

  • Training and Development Managers
  • Managers and Supervisors
  • New or Experienced Trainers
  • HR Professionals
  • Consultants

Benefits and Learning Outcomes

  • Examine a proven five-step process for designing, administering, summarizing, interpreting and reporting data collected from an organizational survey.
  • Analyze the common mistakes made in many organizational surveys that result in the collection of faulty data.
  • Discover 16 practical solutions and tips for overcoming these mistakes and result in organizational surveys that produce valid, scientifically sound data.
  • Develop a set of behavioral statements that assess job performance and represent items that comprise a scale or survey topic area.
  • Analyze the components of a strategic organizational survey communication plan and its role in maximizing survey response rates.
  • Discover how to use statistics to summarize quantitative and qualitative organizational survey data in order to interpret and draw conclusions from the results.
  • Examine ways to report summarized organizational survey data so that it is viewed as having high value.

Course Outline/Topics

8:30am – 12pm

  • 5-Step Survey Creation Process
    • The Big Picture
  • Step 1: Analysis
    • Clarifying Stakeholder Objectives
  • Step 2: Design
    • Identifying Survey Creation Errors
    • Writing Behavioral Statements
  • Step 3: Administer
    • Organizational Survey Communication Plan

12 – 12:30pm

  • Lunch

12:30pm – 4:30pm

  •  Step 4: Summarize
    • Background Information
    • Making Sense of Quantitative Data
    • Making Sense of Qualitative Data
  • Step 5: Report
    • Interpreting Survey Results
    • Interpreting and Reporting Results

Sessions include a morning and afternoon 15 min. break.


Lunch and snacks are provided each day. Discounted parking is also available for those who park in the adjacent Grand Avenue parking structure.

Dates and locations to be announced.