Surveys and questionnaires are common instrument used to collect data of all types. Whether evaluating a training program or assessing 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
 

• Determine the best approach for giving all potential respondents an opportunity to respond
• Determine when to sample versus surveying the entire population
• Calculate the sample size given the size of the population
• 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

Patti P. Phillips, PhD is CEO of ROI Institute. She helps organizations implement the ROI Methodology® in more than 70 countries. Her work spans private sector, public sector, nonprofit, and nongovernmental organizations. Patti has authored and edited more than 75 books on measurement and evaluation.

Patti serves as chair of the International Federation of Training and Development Organisations Board of Trustees; chair of the United Nations Institute for Training and Research Evaluation Advisory Board; co-chair of the Institute for Corporate Productivity People Analytics Board; and board member of the American Board of Optometry. From 2018-2024, Patti served on the United Nations Institute for Training and Research Board of Trustees. During her tenure she served as board vice chair and finance committee member.  

She, along with her husband and ROI Institute co-founder Dr. Jack J. Phillips, is the recipient of the 2024 Association of Learning Providers (ISA) Thought Leader Award, 2022 Association for Talent Development (ATD) Thought Leader Award, and the 2019 Center for Talent Reporting Distinguished Contributor Award. Additionally, in 2015, Patti was honored as the ATD CPTD Fellow, a distinction that recognizes her contributions to the professionalization of the talent development field.  

Patti can be reached at patti@roiinstitute.net and https://www.linkedin.com/in/pattipphillips/