An online survey is a great tool for conducting follow-up evaluations after a program concludes to determine knowledge retention, actual adoption of best practices and/or technology, etc. – provided you have an appropriate sampling frame of participant email addresses from which to work. It is also useful in obtaining immediate feedback from participants at the conclusion of an online program, for a needs assessment, and other data collection purposes.

Qualtrics

Qualtrics is the online survey tool supported by ODA and provided at no cost for specialists, and to agents with special circumstances and administrative approval. It is powerful and feature-rich yet easy to use.

Free, feature-limited accounts are available to agents.

Creating a Full-Feature, Unlimited Qualtrics Account and Logging In (Specialists):

• To create a full-feature, unlimited Qualtrics account, contact Tom Payne or Paul Pope in ODA.
• Login to your full-feature, unlimited Qualtrics account.

Creating a Free, Limited-Feature Qualtrics Account (Agents):

• Go to the Qualtrics free account page and follow the instructions.

Quick Start Guide

• Quick Start Guide to Using Qualtrics for Evaluating an Online Program
  (This involves the use of a survey in the Qualtrics AgriLife Library with little or no modifications and assumes no prior experience or familiarity with Qualtrics. See the “Training Guides from ODA” section below for more detailed instruction on how to create your own Qualtrics survey from scratch.)

Training Guides from ODA

• The Qualtrics interface after logging in
• Creating a survey with Qualtrics
• Overview of survey question types in Qualtrics (more in-depth look at the types of questions available to you)
• Distributing a survey with Qualtrics using a single anonymous link
• Distributing Survey with Custom Links Using the Qualtrics Mailer
• Data & Analysis
• Reports
• Using Skip Logic
• Using Retrospective Post Data from Qualtrics
• Making a Survey Available in the Qualtrics Library
• How to Copy Email Addresses from Excel to Outlook
• URL Shorteners

Qualtrics Training Recordings from ODA

Surveys from ODA in the Qualtrics AgriLife Library

Note: The number in the name refers to the number of questions. These surveys are accessible via the Qualtrics Library feature. To use one, select “from library” when starting a new survey, select “Texas A&M University College of Agriculture and Life Science – Extension and Research” and then the “Organizational Development” folder. Each has a “pdf preview” (pdf file for quick review) and an “online preview” (how it looks online with full formatting including page breaks).

Short Surveys (these should format well on mobile phones)

• Version OD3 – learning, plans to adopt, anticipated economic benefit – (pdf preview) (online preview)
• Version OD4 – overall satisfaction, learning, plans to adopt, anticipated economic benefit (pdf preview) (online preview)
• Version OD5 – overall satisfaction, learning, plans to adopt, anticipated economic benefit, comment about takeaway – (pdf preview) (online preview)
• Version OD6 – overall satisfaction, learning, plans to adopt, anticipated economic benefit, comment about takeaway, recommend the activity (pdf preview) (online preview)

Longer Surveys (these are easier to complete on the larger screen of a desktop computer, laptop, or tablet rather than on a mobile phone; you must add your own learning and planning to adopt items – just like on a scan form – and delete any unused items)

• Version OD9 – ANR Regional Acres – learning, plans to adopt, acres, anticipated economic benefit (on per acre basis and contributing factors), net promoter score, two open-ended questions (pdf preview) (online preview)
• Version OD10 – learning, plans to adopt, customer satisfaction (overall and other), anticipated economic benefit, recommend the activity, open-ended question, participant background (pdf preview) (online preview)
• Version OD10m – learning, plans to adopt, customer satisfaction (overall and other), anticipated economic benefit, recommend the activity, open-ended question, participant background (more mobile phone friendly) (pdf preview) (online preview)

Instructional Video from ODA on Using Surveys in AgriLife Library

Survey Questions from OD in the Qualtrics Library

• Individual survey questions (notes these are organized by question type – see first portion of question name); add questions from the library as you build a survey by clicking on “Import Questions From . . .” Then select “Texas A&M University College of Agriculture and Life Science – Extension and Research” and then the “Organizational Development” folder.

Example Surveys Used in the Past

• Follow-up to an in-person activity sent via email – opening filter question (did you attend), learning, intentions to adopt, anticipated economic benefit, net promoter score – (pdf preview) (online preview) – answer “yes” to the first question otherwise you will be taken to the end of the survey.

Standard Customer Satisfaction Survey for Adults and Youth from OD

• Click on the link below and go to the bottom of the page (“Customer Satisfaction Online” section) for details. Important! You must follow the specific guidelines or lose your data!
• Customer Satisfaction Survey for Adults
• Customer Satisfaction Survey for Youth

Help Resources from Qualtrics

Training guides on video from other users:

• Creating a survey form using Qualtrics – Example 1.
• Creating a survey form using Qualtrics – Example 2.
• Creating a contact form using Qualtrics.

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