Create a Guide/Template: UX survey

[ExperimentsInHonesty]

Overview

We need to create a survey template that has all the questions that we need to ask so that we can create new community surveys quickly

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)
  0081 UX survey
• HfLA Survey Template - with demographic questions
• Note from a former Researcher on the BOP Project, Bret Davis, PhD: Here is a resource that might be helpful as you create this guide on surveys. https://dps.mn.gov/divisions/ojp/forms-documents/Documents/Wilder_Program_Evaluation_10.pdf Although this document is written for program evaluators, the information is applicable to survey development in any context.

Types of survey tools

• Qualtrics
• Google Forms
• Survey Monkey
• Alchemer
• Wufoo
• Surveytown
• Typeform

Projects to check

• 100 Automations
• 311 Data
  End of demo survey 311-data#534 (comment)
• Access the Data
  UX Survey Decision Log and Purposes  access-the-data#76 (comment)
• BallotNav
  Project Documents for Market Fit Research ballotnav#483 (comment)
• Brigade Organizer's Playbook
• Civic Tech Index
• Civic Tech Jobs
• Civic Tech Structure
• Data Science Projects
  CoP: Data Science: SEIE Survey Analysis data-science#26 (comment)
• Design Systems
  Pilot onboarding survey design-systems#350 (comment)
  https://docs.google.com/document/d/1zuFgBkTl_4RzNJbCZvIXVWoj5z6RMOOQwFPRP-PUNQI/edit#heading=h.yzbdwdi6y59j
• Engage
• Expunge-Assist (formerly known as Record Clearance)
  User Terminology Survey for Target Users expunge-assist#603 (comment)
• Food Oasis
• GreenEarthOS
• Guides
• HomeUniteUs
• Internship project
  RP016: Intern Productivity Dashboard Survey internship#258
  https://docs.google.com/forms/d/e/1FAIpQLSdNByzgUK19HlWSmdyuegaMwHrVGTe4d1Phq0pJZ9DCtjs-sw/viewform
  https://docs.google.com/forms/d/e/1FAIpQLSe7ayBv9P6_cihKzgoMM6UO7uoCaPytaCICTKQ-cbTeAk7eNQ/viewform
  https://docs.google.com/forms/d/e/1FAIpQLSe1iAi5xpOW5EXyAAKHbjdDUt_scR02Oy0bkiligSyuQEi1dw/viewform
• Lucky Parking
• Open Community Survey
  • Community-Survey-empowerment-website
• TDM Calculator
  Create survey for user testing  tdm-calculator#725 (comment)
  https://docs.google.com/document/d/173GcghrnybVhPHx5eQySVpuSwN_DSGg1i-DEca4HFYw/edit
• VRMS
• Hack for LA's Website
• Youth Justice Nav
  Draft: Research Plan Forms/Survey/Script Template YouthJusticeNav#89 (comment)
  https://docs.google.com/forms/d/e/1FAIpQLSdQRjqLDg_qVgOdebCK3B4V06jbLm5hh6g4oajFnORGpm4YnA/viewform

Tasks

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

[ExperimentsInHonesty]

This guide should also have a reference to another guide which is

• Create a Guide/Template: How To Choose a Survey Platform for Your Surveys/User Testing #141 which will include
  Advantages and limitations of each platform
  Examples from projects that have used it

[bkobak33]

To start making this guide, I studied each project under "Projects to Check" through their Github links and searched their Issues to find any relevant discussion of surveys or survey templates. If I did, I copied the link to that relevant Issue in the "Projects to Check" section. I will include Google Doc links for actual templates once I gain access to relevant projects. This was already done for the Open Community Survey and TDM calculator.

[bkobak33]

I contacted the following projects for survey templates: Access the Data, Data Science, Expunge Assist, Internship, Youth Justice Nav, and Design System. TDM calculator already had a link to a survey template with google docs.
After a week of communication, I was able to add links to survey templates with the Internship program and Youth Justice Nav.

[bkobak33]

4 projects responded with specific Google Doc links: Internship, TDM Calculator, Youth Justice Nav, and Design System. For the remainder of projects, I will leave a link to potentially relevant Github issue.

[bradyse]

@bkobak33 Great work on this guide. If you are comfortable with posting in the UI/UX Slack channel requesting a peer-review from others, that would also be a great way to get your guide reviewed. If no one ends up reviewing it within the next week or so, then one of the CoP co-leads can review it and you can remove the "Needs Peer Review" label and add the "Leadership Review" label.

[bkobak33]

Thank you! I will do exactly that, appreciate you clarifying the next steps

[bkobak33]

Reviewers from the UI/UX CoP chose to provide comments and communicate through the Google Doc itself (instead of here on Github). Anastasiia Svyrydova, Kelene Lee, Samantha Hyler, and Richard Weinert all provided feedback on the document after an announcement circulated on the ui/ux Slack channel. Specific issues had to do with body text font choice, examples used to illustrate good survey questions vs. bad survey questions, details about the Likert scale, as well as risks to consider before sending out a survey.

I also discovered a template to making a guide for HfLA so I tried to change some titles and formatting to reflect that. https://docs.google.com/document/d/1-8gmeC-wnfM8C8fVvmTP1BLA2WfNjKH_XJrHB1OAV6Q/edit#heading=h.7nt92ljmyii5

[bkobak33]

Tyler Toldeo also left comments on the survey template itself in terms of giving participants a sense of time the survey will take and how to communicate rating scales in the questions.

[bkobak33]

Zhao Ding added suggestion to Google Doc to link to Qualtrics as an online survey method tool

[JesseTheCleric]

It looks like at the very least, @bkobak33 created a draft that was reviewed by several peers. Since we can't find the file we'll have to reset this issue back to phase1 / status 1.

[JesseTheCleric]

Files in this Issue

Guide for UX Survey Template

• This document looks like it has been deleted

HfLA Survey Template - with demographic questions

• This file will need to be moved to the knowledgebase-content Google Drive

How to Peer Review a Guide

• This document will not be moved to the knowledgebase-content Google Drive because it is not relevant to this guide issue.
  Reason: Not specifically relevant to guide issue at hand

How to Format a Guide

• This document will not be moved to the knowledgebase-content Google Drive because it is not relevant to this guide issue. Reason: Not specifically relevant to guide issue at hand

[fchan218]

How to Peer Review a Guide

• This document will not be moved to the knowledgebase-content Google Drive because it is not relevant to this guide issue.
  Reason: Not specifically relevant to guide issue at hand

How to Format a Guide

• This document will not be moved to the knowledgebase-content Google Drive because it is not relevant to this guide issue. Reason: Not specifically relevant to guide issue at hand

@JesseTheCleric i copied the links for "How to Peer Review a Guide" and "How to Format a Guide" as they are relevant to making a guide for this issue.

[ExperimentsInHonesty]

@JesseTheCleric

• France was incorrect in her comment above (I put strike-through to indicate that, and have removed the links she added).
• This issue is ready to move. There is one file, but you can't move it because it's in a shared with me drive, but you still need to create the folders for it and link the folder in this issue