Webvent Academy

Bringing Professionals Together

Survey Basics

Tuesday, March 11, 2014 3:00pm - 4:00pm EDT  
Host: Association for Talent Development
By: Patti Phillips, CEO, ROI Institute, Inc.

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Back by popular demand! Patti Philips will walk you through the fundamentals of creating and using surveys and questionnaires.

Surveys and questionnaires are common instruments used to collect data of all types. Whether evaluating a training program or assessing an organizational climate, self-administered surveys are a tool with which we must contend. This webcast presents the four basic, but critical, challenges that can make or break a successful survey project. Upon completion of this session, you will be able to

  • Recognize the four challenges in survey design.
  • Calculate the sample size given the size of the population, when sampling is appropriate.
  • Calculate the appropriate number of responses required, given the size of your target group.
  • Improve the accuracy of responses by following the tips provided for asking the right questions the right way.
  • Consider key issues in developing survey questions.


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Patti Phillips
Patti Phillips

CEO, ROI Institute, Inc.

Dr. Patti Phillips is president & CEO of the ROI Institute and a recognized expert in measurement and evaluation. Clients include Fortune 500 companies, federal and state government agencies, and non-governmental organizations. She serves as faculty for the UN System Staff College in Turin, Italy, where she teaches the ROI Methodology and Results-Based Measurement. She also serves as Professor of Practice for The University of Southern Mississippi’s PhD in Human Capital Development program and as Principal Research Fellow at The Conference Board.

Patti is author or editor of numerous books and articles on the topic of measurement, evaluation, and ROI. Her latest books include Ten-Steps to Successful Business Alignment (ASTD Press, 2012) and Measuring ROI in Learning & Development (ASTD Press, 2011), both co-authored with her husband Jack Phillips, and Measuring the Success of Coaching (ASTD Press, 2012), with Jack Phillips and Lisa Ann Edwards.