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Creating Effective Surveys in SharePoint: Best Practices and Common Pitfalls

Join Buddy Weber for the BSUG Meeting on May 15, 2008, where we'll explore the art of survey creation in SharePoint. Surveys are essential tools for gathering valuable data and can range from simple to complex, incorporating branching logic for more nuanced responses. We'll discuss key steps in the survey creation process, including planning, designing, testing, and promoting your survey. Additionally, we will address common pitfalls such as misleading questions and the complexities of branching logic to ensure you collect accurate and actionable data.

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Creating Effective Surveys in SharePoint: Best Practices and Common Pitfalls

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Presentation Transcript

  1. Survey Lists in SharePoint Buddy Weber BSUG Meeting May 15, 2008

  2. Surveys • Surveys • are a research instrument consisting of a series of questions and other prompts for the purpose of gathering information from respondents often designed for statistical analysis of the responses. • You can create surveys in SharePoint • Simple • Complex (Branching) • Possible uses of surveys????

  3. Surveys • Steps to creating a survey • Plan your survey with pencil & paper first • Create the survey list in SharePoint • Revised permission if need be • Enter all of the questions, in order, first • Create the branches (if required) • Test the survey • Delete any test responses • Add web part to site • Promote the survey

  4. Surveys • DEMO

  5. Surveys • Common pitfalls or problems with surveys • Question construction or wording may be misleading to the respondent and an undesired response may be given (ALL SURVEYS have this problem) • Not enough time, thought or effort is given to creating questions. • Avoid using “Yes/No” (check box). Use Choice instead. • Branching logic too complicated or not well thought out. • No ability to modify views.

  6. Questions

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