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Survey Methods Plus


Survey Methods Plus: Your Path to Survey Success

Attention survey enthusiasts! Discover the perfect blend of self-paced learning and expert guidance in the CES e-Institute’s Survey Methods Plus. Take a step-by-step approach to design, deploy and improve your surveys. Benefit from interactive online sessions and personalized feedback on your own survey projects.

We encourage you to come prepared with a survey you are currently working on. As an option, the course includes a case study you can work on to hone your skills.

These sessions will be held in English, but you can review the course materials and submit your practical exercises in English or French. Dr. Simon Roy will moderate the interactive sessions and is fully bilingual.

Space is limited to 15 learners per cohort.

As with all e-Institute courses, CES members get a 20% discount, and CEs get a 30% discount.

Course Schedule

This page will be updated once the dates for the next cohort are available. All sessions will run from 12:00-1:00 pm Eastern Time. You will receive Zoom links for the sessions closer to the start date.

Date Topic Modules Assignments
January 2026 – Exact date to be confirmed Introduction N/A Introduction to the course
To be confirmed Survey plan 1 Survey plan: evaluation questions, evaluation matrix (as pertains to survey-relevant indicators), survey strategy (mode)

Assignment due date: To be confirmed

To be confirmed Sampling plan 2 Sampling plan

Assignment due date: To be confirmed

To be confirmed Questionnaire design 3 Questionnaire: indicator-question matrix, questionnaire

Assignment due date: To be confirmed

To be confirmed Survey management and reporting 4, 5, 6 Management plan: pretest, monitoring approach, response rate management, reporting plan

Assignment due date: To be confirmed

Instructor

This course is facilitated by a survey expert who co-created the original Survey Methods self-paced course. Dr. Simon Roy CE, is a seasoned evaluator and social researcher, and is currently a senior associate at Goss Gilroy Inc. and part-time professor in program evaluation at Ottawa University. Over the last 30 years, Simon has conducted evaluations of programs, projects, initiatives and policies in multiple areas, including training and HR development, natural resources, science and R&D, culture, economic development, health, education and Indigenous programming. As part of these mandates, Dr. Roy designed and implemented hundreds of surveys of various populations, including workers, business owners, students, public servants, Indigenous and many others. For the CES, he co-designed the first iteration of the CES logic model course and the latest version of the CES survey course. He delivered multiple courses and workshops for the CES, including the ESS and survey courses. Simon has held multiple executive positions at local and national boards. He currently sits on the CES Credentialing Board. Simon received the CES-NCC Leadership Recognition Award, the CES Award for Contribution to Evaluation in Canada, and the CES Award for Contribution to Research on Evaluation Practice. He published many articles and book chapters in his areas of interests. Simon is a CES credentialed evaluator and has a Ph.D. in Sociology (University of Paris-10).

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: 10 hours

Prerequisites: Knowledge of evaluation planning

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

Note: For all courses on the e-Institute, you will be granted access once payment is received in full. For facilitated cohorts, you have three months from the first live session to complete the course.

Survey Methods Plus

700.00

Under Development

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