Create a Guide/Template: How To Choose a Survey Platform for Your Surveys/User Testing

[SheIsBukki]

Overview

We need to create a guide that outlines which survey platforms are effective for Hack for LA (free versions) so that we can know what tools to use and when.

Anti goals

This guide will not tell you what questions to put in the survey, that is being addressed in issue #81

Action Items

The phases in the guide-making process are listed below. Each phase displayed in blue is linked to a wiki page with instructions on how to complete that phase. Open the wiki page in a new tab, copy the instructions for each part into the section labeled 'Tasks' at the bottom of this issue, and complete each task listed.

• Gather Examples Solo (open in a new tab)
• Gather Examples Collaboratively
• Create a Guide Draft
  • If needed, create a template
• Have your guide peer reviewed
• Present your guide for leadership review

Resources/Instructions

Google Drive Folder for this Guide’s documents and shortcuts (to documents in other locations) Create a Guide/Template: How To Choose a Survey Platform for Your Surveys/User Testing

Here are some survey platforms to note:

1. Qualtrics
2. Google Forms
3. Survey Monkey
4. ArcGIS Survey 123 (we get free account via the Department of Neighborhood Empowerment, ask Bonnie to add your project's request to her fortnightly meeting with empowerla.org)
5. Usability Hub

Projects to Check

• 100 Automations
  • User Research with Engineering Community of Practice 100Automations/Website#243 (comment)
    • List of questions (restricted access)
    • User Interview Script (restricted access)
  • create google form to take in new ideas 100Automations/Website#223 (comment)
  • fix google form 100Automations/Website#488 (comment)
  • Make Google Form Easier to Find and Use 100Automations/Website#342
  • Submit Idea Google Form: Checkbox to accept the "Terms And Conditions" 100Automations/Website#262
  • Slack thread
    • 2023-01-08 Eli Marietta wrote: "Hi, @cami are you still the design lead for the 100Automations project? (if Ms. Arias is not the lead anymore, can someone else on the team please let me know who is?)"
    • 2023-01-11 Cami wrote: "Hey @eli and @samuel Kowitch . This project isn't active anymore."
    • 2023-01-12 Eli Marietta wrote: "Thank you @cami"
• 311 Data
  • End of demo survey 311-data#534
  • Rotating Single question survey for sticky users 311-data#714
  • Slack thread 1
    • 2023-01-08 Eli Marietta wrote: "Hi, @eric Cho are you still the design lead for the 311 Data project? (if Mr. Cho is not the lead anymore, can someone else on the team please let me know who is?)"
    • 2023-01-11 Eric Cho wrote: "Hi @eli I’m one of the product managers on the team. Are you looking for a designer?"
    • 2023-01-11 Eli Marietta wrote: "Thanks for responding Mr. Cho. I am a new UX Researcher for the Design Systems project and I want to find out if your team has built a UX survey and who I can talk to about it, even if you have not done it."
    • 2023-01-11 Eric Cho wrote: "The current team hasn’t sent out any surveys to be completed by users yet. There are plans in our roadmap, but that won’t materialize until later this half. In the meantime, @holly Worthen and @ying Li are our research team. If you have specific questions regarding our research, they’re your best bet."
    • 2023-01-11 Eli Marietta wrote: "Thank you so much @eric Cho"
  • Slack thread 2
    • 2023-01-11 Eli Marietta wrote: "Hi @holly Worthen and @ying Li. I'm a new UX Researcher for the Design Systems project and just wanted to know if your team has any insight on choosing a platform for UX surveys."
    • 2023-01-12 Holly Worthen wrote: "Hello! I mostly use google forms! If you have other good suggestions, would love to hear them."
    • 2023-01-27 Eli Marietta wrote: "Thank you Holly!"
• Access the Data
  • Research Live Survey Tools access-the-data#73
  • WEEKLY PM Meeting Agenda access-the-data#70
    • Link to EmpowerLA survey
  • Create and send out Survey access-the-data#68
  • Access the Data Survey
  • Website Carousel Text A/B Test access-the-data#227
    • Unidentified previous survey
    • Qualtrics survey
  • Develop Content Template Guide  access-the-data#22
  • Recruitment/outreach of community advocate and expanding the database access-the-data#193
    • Screener survey
    • Competitive analysis (unmoderated usability testing) of CKAN websites - Userflows  access-the-data#191
    • Interviews for Data Expert Persona access-the-data#185
      • Data expert screener survey
      • Research Plan: Data Expert Persona  access-the-data#163
      • ATD Persona 1 Recruitment Strategy access-the-data#147
      • User Stories for Website access-the-data#45
• BallotNav
• Brigade Organizer's Playbook
• Civic Tech Index
• Civic Tech Jobs
  • Experience screening survey in the "Design of a Volunteer Roles webpage" presentation
  • Create and deploy a survey of new volunteers CivicTechJobs#125
  • Google Form Banner CivicTechJobs#162
  • Collect data and analyze results for CTJ metrics survey - CMS  CivicTechJobs#206
  • Design a survey for new volunteers for CTJ metrics CivicTechJobs#221
    • "Project joining experience at Hack for LA" survey
  • Collect data and analyze results for the CTJ metrics survey - New volunteers CivicTechJobs#238
    • "Project joining experience at Hack for LA" survey results (restricted access)
  • Design a survey for PMs and Leads for CTJ metrics CivicTechJobs#180
    • Survey for volunteers who have posted on the Github open roles board
    • Research plan
  • Slack thread 1
    • 2023-01-08 Eli Marietta wrote: "Hi, @summer (she/her) are you still the design lead for the Civic Tech Jobs project? (if Ms. Kim is not the lead anymore, can someone else on the team please let me know who is?)"
    • 2023-01-10 Jen Chung wrote: "Hi Eli, currently our UXR lead is @melinda"
    • 2023-01-10 Melinda wrote: "@eli just sent you a pm"
    • 2023-01-11 Eli Marietta wrote: "Thank you @jen Chung and @melinda!"
  • Slack thread 2
    • 2023-01-10 Melinda wrote: "Hi Eli, I'm Melinda. I'm the new(ish) lead at civic tech jobs. I'm happy to answer any of your questions. Feel free to write me here. I will be free earliest Friday for a video chat."
    • 2023-01-11 Eli Marietta wrote: "Nice to meet you Melinda! I'm a new UX Researcher for the Design Systems project. I want to find out if your team has built a UX survey (specifically your insight on choosing a platform). When works for you to meet on Friday?"
    • 2023-01-11 Melinda wrote: "Hi Eli, I'd be happy to learn more about the design systems project. I am not sure I fully understand the request, but we can hash it out in the chat. I have another hfla meeting at 2pm est. Should we aim around 3/3:30pm est?"
    • 2023-01-12 Eli Marietta wrote: "Sounds perfect! And honestly the request is mainly to ask you questions so I can make a guide about UX survey platforms if that still interests you."
    • 2023-01-12 Melinda wrote: "Okay. I'll reach out here tomorrow."
  • Phone Interview Notes
    • Interviewee Information
      • Melinda joined Hack for LA in August 2022
      • She utilized Google Forms as a survey platform once for a survey with a few questions
    • Responses
      • Google Forms is working well for her team
      • Melinda doesn't know what she would change in the future concerning this
      • The benefit of using Google Forms as a survey platform was that it was efficient since it allowed for immediate feedback as well as being very accessible and versatile (i.e., afforded different formats like multiple types of questions and was complex enough with both qualitative and quantitative options)
• Civic Tech Structure
• Data Science Projects
• Design Systems
• Engage
• Expunge-Assist (formerly known as Record Clearance)
• Food Oasis
• GreenEarthOS
• Guides
• HomeUniteUs
• Internship project
• Lucky Parking
• Open Community Survey
• People Depot
• Tables team
• TDM Calculator
• VRMS
• Hack for LA's Website
• Youth Justice Nav

Tasks

• This is where you will copy instructions from the wiki page for the step you are currently on.

[elimarietta]

Checked the following and found no results

• 100Automations, Wiki Tab, 2023-01-08
• 100Automations, Slack Files, 2023-01-08
• 311 Data, Wiki Tab, 2023-01-08
• 311 Data, Slack Files, 2023-01-08
• Civic Tech Jobs, Wiki Tab, 2023-01-08

[elimarietta]

Project: Civic Tech Jobs
Source of Screenshot: 100Automations
URL mentioned in the post: https://docs.google.com/forms/d/e/1FAIpQLSe6m35-w6MZFREbVyCAJebbiGwe7XLYypG0VRbcUTdmB_T8uQ/closedform

[elimarietta]

Project: 100Automations

[elimarietta]

Project: Civic Tech Jobs
Source of Screenshot: 311 Data
URL mentioned in the post: https://docs.google.com/forms/d/e/1FAIpQLSe6m35-w6MZFREbVyCAJebbiGwe7XLYypG0VRbcUTdmB_T8uQ/closedform

[elimarietta]

Project: Civic Tech Jobs
URL Source: Civic Tech Jobs Slack Files #civictechjobs
URL mentioned in the post (restricted access): https://docs.google.com/presentation/d/1dmjbShEr0uvqCfEduaLpBNisEZL4FVtUUsRh2vhbdlQ/edit?usp=sharing
Additional Details: The actual Slack thread isn't important because it was started to identify a defined presentation format and had nothing to do with the survey itself

[elimarietta]

Project: Civic Tech Jobs

[JesseTheCleric]

Prior version of issue

Overview

We need to create a guide that outlines which survey platforms are effective for Hack for LA (free versions) so that we can know what tools to use and when.

Anti goals

This guide will not tell you what questions to put in the survey, that is being addressed in issue #81

Action Items

• Gather examples of how other Hack for LA projects or volunteers have done this (if applicable), adding each example as a link in the resources section below (you will end up using these in the guide)
  • Once done, remove the "Guide: Gather Examples" label and add the "Guide: Research" label
• Research advantages and limitations of each platform
  • Once done, evaluate if the guide requires a template. If it does then
  • if yes, remove the "Guide: Research" label and add the "Guide: Draft Template" label
    • Create a draft template
      • Once done, remove the "Guide: Draft Template" label and add the "Guide: Draft Guide" label
  • if no, remove the "Guide: Research" label and add the "Guide: Draft Guide" label
    Create a draft guide, either in markdown format in this issue or a google doc in the ux/ui google drive
  • Once done, remove the "Guide: Draft Guide" label and add the "Guide: Needs Peer Review" label
• Review the guide with UX/UI community of practice
  • Once done, remove the "Guide: Needs Peer Review" label and add the "Guide: Leadership Review" label
• Present to the Hack for LA leadership team for sign off
  • Once approved, remove the "Guide: Leadership Review" label and add the "Guide: ready publication" label

Resources

Update issue #97 with the name of item you are working on

Projects to check

• 100 Automations
  • User Research with Engineering Community of Practice 100Automations/Website#243 (comment)
    • List of questions (restricted access)
    • User Interview Script (restricted access)
  • create google form to take in new ideas 100Automations/Website#223 (comment)
  • fix google form 100Automations/Website#488 (comment)
  • Make Google Form Easier to Find and Use 100Automations/Website#342
  • Submit Idea Google Form: Checkbox to accept the "Terms And Conditions" 100Automations/Website#262
  • Slack thread
    • 2023-01-08 Eli Marietta wrote: "Hi, @cami are you still the design lead for the 100Automations project? (if Ms. Arias is not the lead anymore, can someone else on the team please let me know who is?)"
    • 2023-01-11 Cami wrote: "Hey @eli and @samuel Kowitch . This project isn't active anymore."
    • 2023-01-12 Eli Marietta wrote: "Thank you @cami"
• 311 Data
  • End of demo survey 311-data#534
  • Rotating Single question survey for sticky users 311-data#714
  • Slack thread 1
    • 2023-01-08 Eli Marietta wrote: "Hi, @eric Cho are you still the design lead for the 311 Data project? (if Mr. Cho is not the lead anymore, can someone else on the team please let me know who is?)"
    • 2023-01-11 Eric Cho wrote: "Hi @eli I’m one of the product managers on the team. Are you looking for a designer?"
    • 2023-01-11 Eli Marietta wrote: "Thanks for responding Mr. Cho. I am a new UX Researcher for the Design Systems project and I want to find out if your team has built a UX survey and who I can talk to about it, even if you have not done it."
    • 2023-01-11 Eric Cho wrote: "The current team hasn’t sent out any surveys to be completed by users yet. There are plans in our roadmap, but that won’t materialize until later this half. In the meantime, @holly Worthen and @ying Li are our research team. If you have specific questions regarding our research, they’re your best bet."
    • 2023-01-11 Eli Marietta wrote: "Thank you so much @eric Cho"
  • Slack thread 2
    • 2023-01-11 Eli Marietta wrote: "Hi @holly Worthen and @ying Li. I'm a new UX Researcher for the Design Systems project and just wanted to know if your team has any insight on choosing a platform for UX surveys."
    • 2023-01-12 Holly Worthen wrote: "Hello! I mostly use google forms! If you have other good suggestions, would love to hear them."
    • 2023-01-27 Eli Marietta wrote: "Thank you Holly!"
• Access the Data
  • Research Live Survey Tools access-the-data#73
  • WEEKLY PM Meeting Agenda access-the-data#70
    • Link to EmpowerLA survey
  • Create and send out Survey access-the-data#68
  • Access the Data Survey
  • Website Carousel Text A/B Test access-the-data#227
    • Unidentified previous survey
    • Qualtrics survey
  • Develop Content Template Guide  access-the-data#22
  • Recruitment/outreach of community advocate and expanding the database access-the-data#193
    • Screener survey
    • Competitive analysis (unmoderated usability testing) of CKAN websites - Userflows  access-the-data#191
    • Interviews for Data Expert Persona access-the-data#185
      • Data expert screener survey
      • Research Plan: Data Expert Persona  access-the-data#163
      • ATD Persona 1 Recruitment Strategy access-the-data#147
      • User Stories for Website access-the-data#45
• BallotNav
• Brigade Organizer's Playbook
• Civic Tech Index
• Civic Tech Jobs
  • Experience screening survey in the "Design of a Volunteer Roles webpage" presentation
  • Create and deploy a survey of new volunteers CivicTechJobs#125
  • Google Form Banner CivicTechJobs#162
  • Collect data and analyze results for CTJ metrics survey - CMS  CivicTechJobs#206
  • Design a survey for new volunteers for CTJ metrics CivicTechJobs#221
    • "Project joining experience at Hack for LA" survey
  • Collect data and analyze results for the CTJ metrics survey - New volunteers CivicTechJobs#238
    • "Project joining experience at Hack for LA" survey results (restricted access)
  • Design a survey for PMs and Leads for CTJ metrics CivicTechJobs#180
    • Survey for volunteers who have posted on the Github open roles board
    • Research plan
  • Slack thread 1
    • 2023-01-08 Eli Marietta wrote: "Hi, @summer (she/her) are you still the design lead for the Civic Tech Jobs project? (if Ms. Kim is not the lead anymore, can someone else on the team please let me know who is?)"
    • 2023-01-10 Jen Chung wrote: "Hi Eli, currently our UXR lead is @melinda"
    • 2023-01-10 Melinda wrote: "@eli just sent you a pm"
    • 2023-01-11 Eli Marietta wrote: "Thank you @jen Chung and @melinda!"
  • Slack thread 2
    • 2023-01-10 Melinda wrote: "Hi Eli, I'm Melinda. I'm the new(ish) lead at civic tech jobs. I'm happy to answer any of your questions. Feel free to write me here. I will be free earliest Friday for a video chat."
    • 2023-01-11 Eli Marietta wrote: "Nice to meet you Melinda! I'm a new UX Researcher for the Design Systems project. I want to find out if your team has built a UX survey (specifically your insight on choosing a platform). When works for you to meet on Friday?"
    • 2023-01-11 Melinda wrote: "Hi Eli, I'd be happy to learn more about the design systems project. I am not sure I fully understand the request, but we can hash it out in the chat. I have another hfla meeting at 2pm est. Should we aim around 3/3:30pm est?"
    • 2023-01-12 Eli Marietta wrote: "Sounds perfect! And honestly the request is mainly to ask you questions so I can make a guide about UX survey platforms if that still interests you."
    • 2023-01-12 Melinda wrote: "Okay. I'll reach out here tomorrow."
  • Phone Interview Notes
    • Interviewee Information
      • Melinda joined Hack for LA in August 2022
      • She utilized Google Forms as a survey platform once for a survey with a few questions
    • Responses
      • Google Forms is working well for her team
      • Melinda doesn't know what she would change in the future concerning this
      • The benefit of using Google Forms as a survey platform was that it was efficient since it allowed for immediate feedback as well as being very accessible and versatile (i.e., afforded different formats like multiple types of questions and was complex enough with both qualitative and quantitative options)
• Civic Tech Structure
• Data Science Projects
• Design Systems
• Engage
• Expunge-Assist (formerly known as Record Clearance)
• Food Oasis
• GreenEarthOS
• Guides
• HomeUniteUs
• Internship project
• Lucky Parking
• Open Community Survey
• People Depot
• Tables team
• TDM Calculator
• VRMS
• Hack for LA's Website
• Youth Justice Nav

Here are some survey platforms to note:

1. Qualtrics
2. Google Forms
3. Survey Monkey
4. ArcGIS Survey 123 (we get free account via the Department of Neighborhood Empowerment, ask Bonnie to add your project's request to her fortnightly meeting with empowerla.org)
5. Usability Hub

Guide Draft Link:
https://docs.google.com/document/d/1IoB6Vyr0s6lty5h1n7t8Q7lv7ZGUL7lzSr7nr1MOp1k/edit?usp=sharing

[JesseTheCleric]

Assignee, Labels, Project Board Placement, and Milestones for this issue in the UI/UX Repo:

[JesseTheCleric]

Files in this Issue

Guide Draft Link

• This document will not be moved to the knowledgebase-content Google Drive because it is not relevant to this guide issue. Reason: Draft is mostly blank and may be outdated