Is an online survey the right choice? Before you embark on planning a survey, check to see if you are ready to start planning a survey. Generally, you should not do a survey if: You don't know who your audience is, you know your audience but don't know how to reach them, you don't have time or resources to do the survey.
Defining the scope and scale of the survey. The scope and scale of a survey will depend on your overall strategy: Why do you need to do this survey? By when do you need the data? Answering these questions involves talking to other stakeholders.
Other types of surveys. Interviews, focus groups, consultations. These are actually types of surveys that can help you listen to people.
Communications for surveys. There are many different forms of communications around surveys. Knowing each is important to help you plan ahead, and you might want to involve certain people, like external news organizations.
Using pen and paper surveys. Pen and paper surveys have their own design principles and process. Like having a few techniques to make sure people fill out the surveys
Group surveys or focus groups. Focus groups are great for brainstorming, learning about a new community, or other information at the group level. Recruiting and gathering data from focus groups is unique.
There are many survey tools out there. The wikimedia movement has traditionally used Qualtrics, Google Forms, Surveymonkey, Limesurvey, and a new Mediawiki extension called QuickSurveys. The Wikimedia Foundation currently subscribes to and offers support for Qualtrics. To compare across these tools, see this google spreadsheet (still in development).
A "respondent" is the person who responds or answers your survey. The best way to reach your respondents is to first understand who you want to get your information from. In the Wikimedia context, here are some ways you can reach users.
Global mass message & talk pages
Public mailing lists
Telephone/conference call (e.g. google hangout)
Writing and designing questions What does a good question look like? What does a bad question look like?
Asking the right questions. Asking the right questions is difficult. It involves making sure that the survey goals are clear, and that the questions and response options are designed well. If you have no experience with survey question design, the learning module "Designing Effective Questions" is a great place to get started.
Testing survey questions. There are generally three to four rounds of testing survey and survey questions. The first is testing with colleagues. The second is testing with the users you want to reach, which includes both question review and testing of the final survey software.
Specialized questions. Some questions are very particular. Whether its questions for WMF Grant programs, or questions related to private information (e.g. gender, age, etc.), or other questions that might be particular to the Wikimedia Movement.
Writing legal disclaimers. If a survey links from a Wikimedia page, you must include a disclaimer. The type of legal disclaimer will depend on where you live, whether inside the U.S. or outside the U.S.
Contests, giveaways, and sweepstakes. Many times, surveys include free gifts for random participants. There are many U.S. laws based on giveaways and sweepstakes. Make sure you are informed.
Quick guide to presenting data. Most surveys should always present a basic list of data, like response rate, completion rates, and descriptives to help readers understand the quality of the data being presented.
Creating basic descriptives. Surprisingly, you can learn a lot with basic descriptive data. Learn about what this means and how to present it.
This center offers support to Wikimedia Foundation staff, Wikimedia affiliates (e.g. chapters, user groups) and Wikimedia users to improve insight and feedback from all users. We gather and offer resources and support with (1) Survey strategy and goal setting, (2) Planning and process for surveys, (3) Designing your survey and questions, (4) Distributing the survey, (5) Analysis and reporting of survey data. We can also provide guidance or connections for support with communications or other needs related to surveys.
Who runs this service?
What is the process for designing and running a survey?