Survey Development Training
Best Practices for Developing Surveys & Basics of Sampling Methods - October 8, 2026 training
View 2026 recording and presentation slides
Survey questions guidelines handout
Survey questions activity and answer key
View the 2025 training recording for presentation on sampling view minute 1:14-1:26
Policies on gifts to non-employees and employee cash awards and gifts
For trainings on how to analyze survey results, please see this Data Analysis webpage.
Templates
UC ANR Training_End of Session Survey Template
Follow Up Evaluation Template_20171005
Fin de sesion_End of Session Template in Spanish
Seguimiento_Follow Up Template in Spanish
Combined Sources for Survey Design_Retro Pre Post Follow Up Template and Tips
Creating a Qualtrics survey using an ANR Template (google document)
Creating a Qualtrics survey checklist by Roshan Nayak
Examples of UCCE Surveys that you can use!
Needs assessment using Importance-Performance Analysis: A survey that measures stakeholder important and satisfaction, which can then be mapped to a matrix to identify priorities for Extension efforsts.
Download survey example to use as template: survey using Importance-Performance Analysis
Download publication of results: Farm and IPM Advisor collaboration with CDFA to identify spray application training needs
Post-event: A very short post-event survey that measures outcomes, collects demographic information, and solicits suggestions. Designed by UCCE Advisorsand approved for others to use.
Horticulture event survey (Gerry Spinelli):
-Download PDF in English: San Diego Nursery and Floriculture Program Impact Evaluation
-Download PDF in Spanish: Evaluación de impacto del Programa de Viveros y Floricultura de San Diego
Pest Management event survey (Eric Middleton):
-Download Word Doc in English: Pest Management Small Talks Survey Questions
-Download sample report of findings: Pest Management Small Talk Survey Report
Extension through email/newsletter: Evaluates use of evapotranspiration information emailed to growers. Contact Katherine Jarvis-Shean or Kit Alviz to get a copy of this survey in Qualtrics that can be modified for your use
Link to sample survey: https://ucanr.co1.qualtrics.com/jfe/form/SV_cAvwBxa0EyFeZBb
Multiple-day workshop/seminar:
1. Evaluates use of rodent management information shared during 3-day workshop. Contact Niamh Quinn or Kit Alviz to get a copy of this survey in Qualtrics that can be modified for your use. Link to sample survey: https://ucanr.co1.qualtrics.com/jfe/form/SV_9mlWMHa7SAu9v5H
2. Evaluates North Coast Integrated Pest Management seminar. Contact Cindy Kron: https://surveys.ucanr.edu/survey.cfm?surveynumber=31982
Incentive survey:
-Separate survey link that can be provided to respondents after completion of another survey to enter into a drawing to receive an incentive for participating (e.g., gift card, book, manual). Contact Kit Alviz to get a copy of this survey in Qualtrics that can be modified for your use
-Link to sample survey: https://ucanr.co1.qualtrics.com/jfe/form/SV_ePu0TZqpkDyc1zn
Alumni follow-up survey: Evaluates medium- and long-term outcomes of participants as well as potential community impacts as a result of completing the UC Environmental Stewards California Naturalist and/or Climate Stewards courses. Approved by IRB.
-Link to
Software
UC ANR Survey Tool
The Survey Registration and Payment tool is a versatile system that can be used to fit many needs. Common uses for the survey tool range from registration forms utilizing Credit Card payments to complex information acquisition forms.
http://ucanr.edu/sites/surveys/
Qualtrics
About Qualtrics Online Survey Software
ANR staff and academics have been using Qualtrics for research, administrative, needs assessment, and program evaluation purposes. Unique Qualtrics features include the ability to create mailing lists and schedule individualized invitations and reminders, create display/skip logic so that questionnaires can be tailored to each participant, and utilize Qualtrics’ many options for response types and scales.
This is not a replacement for the ANR Portal survey tool, and the Qualtrics account does not currently allow for workshop payment processing.
Qualtrics account information: Privacy and security, account limits/features, and training
This account information (MS Word document, last updated Sep. 8, 2026) is provided to anyone who receives a UC ANR Qualtrics account. It is periodically updated and mass emailed to all active account holders.
Data ownership
All Data is owned and controlled by Qualtrics’ Customers, who are designated as data controllers. Qualtrics is the data processor.