Organizing and formatting surveys

Initial instructions

Begin with an introduction explaining the survey's purpose, how results will be used, how to complete the survey, and the terms of confidentiality or anonymity. Providing these terms promotes honest responding.  

Use clear, basic language for completing the survey instructions. For short answer or essay questions explain the desired length and detail of responses.

Example

Create multiple section instructions

Surveys with multiple sections should introduce each section with a short statement about its content and purpose to help orient the respondent.

Example

Create end instructions

Instruct respondents how to return a paper survey or submit an electronic survey.   Tell respondents whom to contact if they want further information.   Include a message letting respondents know their electronic submission was successful if applicable.   Tell respondents how to view results (when applicable).   Thank respondents for their participation to increase the likelihood they will participate in future surveys.

Format survey questions

Use the following conventions to format your survey:

• Make the survey visually inviting and easy to follow.
  • Avoid tiny fonts or fonts that are distracting or difficult to read.
  • Leave white space to avoid clutter.
• Ask only one question per line. This helps prevent unanswered questions due to confusion or oversight.
• Group similar questions together so the survey is easy to follow.
• Ask interesting questions first in order to engage respondents.
• Position sensitive questions in the middle.
  • Once respondents have begun completing your survey, they may be more likely to answer sensitive questions.
  • Placing them at the very beginning may result in potential respondents refusing to participate.
• Place demographic questions at the end.