Surveying Your Members Jessica Kuo, CAFP Membership Manager
Overview <ul><li>Survey Types </li></ul><ul><li>Survey Instruments </li></ul><ul><li>California’s Approach  </li></ul><ul>...
Survey Type Assessment  <ul><li>Before choosing the survey type, consider the following:  </li></ul><ul><li>What do you wa...
Survey Types <ul><li>Needs Assessment </li></ul><ul><li>Magazine/eNewsletter Readership Survey </li></ul><ul><li>Annual Me...
Survey Types
Questionnaire Dos and Don’ts <ul><li>Do: </li></ul><ul><li>Go from general to specific </li></ul><ul><li>Organize by topic...
Questionnaire Dos and Don’ts <ul><li>Don’t: </li></ul><ul><li>Use acronyms </li></ul><ul><li>Start with open-ended questio...
Survey Instruments <ul><li>Paper/Mail </li></ul><ul><li>Online/Web </li></ul><ul><li>Phone Interview </li></ul><ul><li>Mob...
Current Trends Then Now Future
Current Trends <ul><li>More organizations are going green and opting to launch online surveys to: </li></ul><ul><li>Reduce...
Online Survey Tools <ul><li>Zoomerang </li></ul><ul><li>SurveyMonkey </li></ul><ul><li>Vovici </li></ul><ul><li>PollDaddy ...
Challenges <ul><li>Reaching the inbox is no longer easy </li></ul><ul><li>Email volume is at an all-time high, and message...
2007 Marketing Sherpa Survey
California’s Approach  <ul><li>2007-2010 Strategic Plan calls for the development of an outreach plan targeting new FPs.  ...
California’s Approach <ul><li>Focus group – Qualitative approach: </li></ul><ul><li>1-hour session at annual meeting </li>...
California’s Approach <ul><li>Online survey – Quantitative approach: </li></ul><ul><li>Short Zoomerang survey  </li></ul><...
California’s Approach <ul><li>Provide an introduction/welcome message </li></ul>
California’s Approach <ul><li>Use screening questions to find appropriate respondents </li></ul><ul><li>WHO you ask is jus...
California’s Approach <ul><li>Ask only what you need </li></ul><ul><li>Ask simple questions and provide all possible choic...
California’s Approach <ul><li>Achieved a 18% response rate in 3 weeks </li></ul><ul><li>Minimized cost and staff time  </l...
Best Practices <ul><li>Do a trial run prior to launch </li></ul><ul><ul><ul><li>Test questions with a test group  </li></u...
Best Practices <ul><li>Determine optimal timing </li></ul><ul><ul><ul><li>Avoid July – August, November – December </li></...
Q & A <ul><li>Becky Wimmer –  [email_address]   </li></ul><ul><li>Jessica Kuo –  [email_address]   </li></ul>
Upcoming SlideShare
Loading in …5
×

Surveying Your Members

395 views
331 views

Published on

Published in: Technology, Business
1 Comment
0 Likes
Statistics
Notes
  • Glitter Graphics



    Hello, hope everything is oky by the grace of GOD im fine.its attractive yr profile ,i wanna talk to u,have a little time for me.my yahoo id is:
    gift_willian@yahoo.com
    gift_willian@yahoo.com

    thank,s Gift
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

No Downloads
Views
Total views
395
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
1
Comments
1
Likes
0
Embeds 0
No embeds

No notes for slide
  • Surveying Your Members

    1. 1. Surveying Your Members Jessica Kuo, CAFP Membership Manager
    2. 2. Overview <ul><li>Survey Types </li></ul><ul><li>Survey Instruments </li></ul><ul><li>California’s Approach </li></ul><ul><li>Best Practices </li></ul><ul><li>Q & A </li></ul>
    3. 3. Survey Type Assessment <ul><li>Before choosing the survey type, consider the following: </li></ul><ul><li>What do you want to learn? </li></ul><ul><li>What decisions need to be made? </li></ul><ul><li>Who is your target audience? </li></ul>
    4. 4. Survey Types <ul><li>Needs Assessment </li></ul><ul><li>Magazine/eNewsletter Readership Survey </li></ul><ul><li>Annual Member Survey </li></ul><ul><li>Event Evaluation </li></ul><ul><li>Election </li></ul><ul><li>Quick Poll </li></ul>
    5. 5. Survey Types
    6. 6. Questionnaire Dos and Don’ts <ul><li>Do: </li></ul><ul><li>Go from general to specific </li></ul><ul><li>Organize by topics </li></ul><ul><li>Save sensitive questions toward the end </li></ul><ul><li>Use a scale with a midpoint or N/A option </li></ul><ul><li>Use skip logic </li></ul>
    7. 7. Questionnaire Dos and Don’ts <ul><li>Don’t: </li></ul><ul><li>Use acronyms </li></ul><ul><li>Start with open-ended questions </li></ul>
    8. 8. Survey Instruments <ul><li>Paper/Mail </li></ul><ul><li>Online/Web </li></ul><ul><li>Phone Interview </li></ul><ul><li>Mobile Phone Survey </li></ul><ul><li>Focus Group </li></ul>
    9. 9. Current Trends Then Now Future
    10. 10. Current Trends <ul><li>More organizations are going green and opting to launch online surveys to: </li></ul><ul><li>Reduce costs (printing and postage) </li></ul><ul><li>Save time (eliminating delivery and data input time) </li></ul><ul><li>Generate a higher response rate </li></ul>
    11. 11. Online Survey Tools <ul><li>Zoomerang </li></ul><ul><li>SurveyMonkey </li></ul><ul><li>Vovici </li></ul><ul><li>PollDaddy </li></ul><ul><li>Kwiksurveys </li></ul><ul><li>Widgets (e.g., modpoll, vizu) </li></ul>
    12. 12. Challenges <ul><li>Reaching the inbox is no longer easy </li></ul><ul><li>Email volume is at an all-time high, and messages often go ignored </li></ul><ul><li>Some respondents don’t finish the survey </li></ul>
    13. 13. 2007 Marketing Sherpa Survey
    14. 14. California’s Approach <ul><li>2007-2010 Strategic Plan calls for the development of an outreach plan targeting new FPs. Assessment of new FP needs necessary. </li></ul>WHY: Two-prong approach using targeted focus group and online survey. HOW:
    15. 15. California’s Approach <ul><li>Focus group – Qualitative approach: </li></ul><ul><li>1-hour session at annual meeting </li></ul><ul><li>Professional facilitator </li></ul><ul><li>In depth discussion about three general topics – member needs, perception of membership value, and communication methods </li></ul>
    16. 16. California’s Approach <ul><li>Online survey – Quantitative approach: </li></ul><ul><li>Short Zoomerang survey </li></ul><ul><li>Pre-tested by leaders </li></ul><ul><li>Offered incentive </li></ul><ul><li>Verified validity of distribution list </li></ul><ul><li>Special invitation through targeted e-blast </li></ul><ul><li>Follow-up reminders </li></ul>
    17. 17. California’s Approach <ul><li>Provide an introduction/welcome message </li></ul>
    18. 18. California’s Approach <ul><li>Use screening questions to find appropriate respondents </li></ul><ul><li>WHO you ask is just as important as what you ask </li></ul>
    19. 19. California’s Approach <ul><li>Ask only what you need </li></ul><ul><li>Ask simple questions and provide all possible choices </li></ul>
    20. 20. California’s Approach <ul><li>Achieved a 18% response rate in 3 weeks </li></ul><ul><li>Minimized cost and staff time </li></ul><ul><li>Able to analyze data at the click of a button </li></ul>
    21. 21. Best Practices <ul><li>Do a trial run prior to launch </li></ul><ul><ul><ul><li>Test questions with a test group </li></ul></ul></ul><ul><ul><ul><li>Ensure survey program runs smoothly </li></ul></ul></ul><ul><li>Sample group vs. all membership </li></ul><ul><li>Obtain buy-in </li></ul><ul><ul><ul><li>Communicate the importance of the survey </li></ul></ul></ul><ul><ul><ul><li>Let members know how the survey data will directly benefit them </li></ul></ul></ul><ul><ul><ul><li>Share results </li></ul></ul></ul>
    22. 22. Best Practices <ul><li>Determine optimal timing </li></ul><ul><ul><ul><li>Avoid July – August, November – December </li></ul></ul></ul><ul><ul><ul><li>Survey only once or twice per year </li></ul></ul></ul><ul><li>Offer incentives </li></ul><ul><li>Cross-promotion </li></ul><ul><ul><ul><li>Include announcements in all member communications </li></ul></ul></ul><ul><ul><ul><li>Follow-up </li></ul></ul></ul>
    23. 23. Q & A <ul><li>Becky Wimmer – [email_address] </li></ul><ul><li>Jessica Kuo – [email_address] </li></ul>

    ×