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Individual Course

Essentials of Survey Design

Capture the right data to create and improve programs.

Discover the techniques for designing and using the right tools for your specific survey needs.  Learn about what considerations to keep in mind when developing survey questions. Acquire best practices for administering your survey, including communication tips for supporting high response rates.

Live Online
Live Online
Credits: CEU 0.45 MORE
Level: Informed
Role(s): HR/OD Professional More
Language(s): English
Capability Area(s): Instructional Design More


Course Info

Whether conducting a comprehensive needs assessment or evaluating a learning event, collecting data leads to the use of surveys. This course provides a practical framework and the resources needed to ensure the right questions are asked in the right way, capturing the correct data.

... Read More

Whether conducting a comprehensive needs assessment or evaluating a learning event, collecting data leads to the use of surveys. This course provides a practical framework and the resources needed to ensure the right questions are asked in the right way, capturing the correct data.

Content on research design, data summary, and reporting, as well as examples of different types of survey questions and instruments, will be reviewed and discussed. The course also explores various survey technologies, techniques for designing and implementing instruments to increase respondent participation, and best practices for administering your surveys. Read Less

What You Will Learn
  • Recognize the purpose of using surveys.
  • Develop SMART survey objectives.
  • Develop appropriate survey questions, given the survey’s purpose and objectives.
  • Distinguish between well-written and poorly-written survey questions.
  • Identify the target respondents to whom the survey is administered.
  • Outline elements that should be included in a survey administration plan.
  • Identify survey technologies that support development and administration of surveys.
  • Understand ways to report data so that they are perceived as usable and relevant to the target audience.
Topic 1 - Introduction to Surveys
In this session, we will review the fundamentals of using surveys to collect data. Through discussions and case study exercises, the basics of surveys will be explored including:
  • Defining surveys
  • Highlighting the value of surveys
  • Recognizing characteristics of effective surveys
  • Identifying ethical consideration when using surveys
  • Setting the foundation for using surveys
Topic 2 - Designing and Developing Surveys
During this session, we will review the process for designing and developing surveys so the right questions are asked in the right way to capture the right data. Interactive discussions, as well as case study practice, will enable participants to learn and practice the following:
  • Determining the need for the survey
  • Developing the survey’s objectives
  • Identifying the criteria for good survey questions
  • Creating survey questions
  • Developing a reliable and valid survey
Topic 3 - Implementing Your Survey
In this final session, we will discuss methods for administering a survey and reporting results. Discussions, case study exercises, and a review of available resources will enable participants to learn and practice the following:
  • Developing a comprehensive survey administration plan
  • Identifying resources to assist in administering survey efficiently
  • Managing and analyzing survey data
  • Reporting results
  • Determining next steps in using surveys
Who Should Attend

The primary audience for this course is learning and development professionals who must design surveys and questionnaires to collect data for the purpose of conducting needs assessments and evaluating program results. In addition, anyone who needs to create surveys or questionnaires to gather data can benefit from the information and hands-on practice presented during the program.

ATD Education programs are designed primarily for learning professionals – trainers, instructional designers, and organizational development practitioners – but also greatly benefit anyone within an organization who is responsible for developing others, from managers to human resources specialists

Level: Informed
Roles: HR/OD Professional, Instructional Designer
Language: English
What Our Participants Are Saying
Dustin Staiger

"My involvement in ATD has given me guidance in a dynamically changing market, while making me more valuable to my organization. Joining ATD has literally been a career-defining decision for me."

Jane Loda

"I can rely on ATD to present material that is very well constructed, timely, content-rich, and relevant to the challenges workplace learning professionals face every day."

Cindy Lam

"ATD is an organization dedicated to talent development - with their research and expertise, I trust that their programs can give me what I am looking for to implement within my organization."

Dates & Locations
Face-to-Face and Live Online
  • Dec 07-21, 2021
    Live Online
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Timothy Brock
Charity Hamilton
Patti Phillips, Ph.D., CPTD
Damien Sanchez

Things To Know


Essentials Workshops
Participation in all online sessions at their currently scheduled day and time is mandatory to receive completion for the program and any applicable credits. Please note that viewing a recording will not fulfill the attendance requirement. Participants who fulfill all program requirements will see their completion status reflected on their transcript in the ATD Learning Portal and will receive an email verifying their completion of the program.

ATD requires active participation through the program to receive credit for the class. Active participation includes, but is not limited to, participating in virtual classroom activities, discussions, breakout sessions, and intersession work. Please note that using a tablet or mobile device severely limits your ability to fully and actively participate.

All sessions will be recorded and available in the Learning Portal for participants to review throughout the program for your review.


4.5 Learning Hours

0.45 CEUs awarded

This program is eligible for 4.5 professional development hours or recertification points from the ATD Certification Institute (ATD CI) for the APTD or CPTD credential.


A laptop computer with Wi-Fi capability is required for both face-to-face and online programs. Please do not bring mobile devices (phones, tablets, etc.) in lieu of a laptop. There will be no computers available on-site for participants. Note: You might not have an optimal experience if you are using Internet Explorer or Microsoft Edge to access your courses. Chrome is the recommended browser.


Enrolled in a program? Sign in to the ATD Learning Portal with your ATD account credentials two weeks before the first day of class to:

  • Engage with your facilitator and peers.
  • Access pre-work assignments.
  • View any technical requirements.
  • Review logistical information.


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