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Survey Methods

This course provides step-by-step instructions for designing surveys, developing questions, preparing for the analysis of survey data, and reporting. A case study allows you to practice the concepts and techniques introduced in the course.

This self-paced offering is for people who understand the fundamentals of evaluation and evaluation planning, but would like to improve their skills for planning, developing and deploying surveys.

This course does not cover the analysis of survey data – for guidance on analyzing qualitative and quantitative data, check out our other courses: Stats in Excel 1: Tidy Data Sets & Descriptive Statistics and the upcoming Qualitative Analysis & Reporting.

Course Objectives:

After completing this course, you will be able to:

  • Plan a survey based on the measurement objectives and existing constraints;
  • Develop an appropriate sampling plan;
  • Design surveys that are free from bias and meet the identified information needs;
  • Manage the implementation of a survey; and
  • Develop a simple analysis plan for the survey data.

Estimated time to complete: 6 -10 hours

Prerequisites: Knowledge of evaluation planning

Evaluation Competencies addressed: [ ] reflective; [x] technical; [x] situational; [ ] management; [ ] interpersonal

Note: For all self-paced courses on the e-Institute, you will be granted access once payment is received in full. You then have three months to complete the course starting from the date access is granted.

Survey Methods


Under Development

Qualitative Data Analysis 

This self-paced course covers all aspects of qualitative data analysis including creating an analytic framework, creating a codebook, coding data, selecting software to analyze qualitative data, increasing the trustworthiness of the analysis, and presenting qualitative data in reports.

Systems Evaluation: Theory & Practice

Interventions are becoming increasingly complex as designers adopt holistic approaches to solving social problems. This course covers how to know whether a systems approach is right for the intervention you are evaluating, define the complex intervention for evaluation purposes, and evaluate its interdependencies and emergent properties.