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1 Survey Monkey for 360 Feedback for FY12. 2 Outline Set up Survey Monkey membership How to retrieve the template Inputting your staffs e-mail addresses.

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Presentation on theme: "1 Survey Monkey for 360 Feedback for FY12. 2 Outline Set up Survey Monkey membership How to retrieve the template Inputting your staffs e-mail addresses."— Presentation transcript:

1 1 Survey Monkey for 360 Feedback for FY12

2 2 Outline Set up Survey Monkey membership How to retrieve the template Inputting your staffs addresses Setting up personalized message Sending Reviewing results Downloading Printing summary

3 3 Registration & Membership Getting Started Go to If you are a member login, or join to set up an account. –Username is also your account name Duke employees have an automatic discount. –Anyone signing up with an address ending in.duke.edu will receive the discount Set up automatic payment with procurement card

4 4 Getting Started – Join and get Template 1. Join as professional member at no less than a Gold level 2. Brian to request the FY survey. Include Username or Account name.

5 Getting Started- Join and get Template 5 Go to My Surveys, and the DUH 360 Feedback Mid- Year FY12 survey will appear.

6 6 Additional Set-Up Work Click on Collect icon to set up s and messages to staff Under My Surveys tab, you will see the DUH 360 Feedback Mid-Year FY12 survey.

7 Additional Set-Up Work 7 Click on + Add Collector

8 Setting Up Tip Pre-work: type up staffs addresses into a word document so that you just have to cut and paste rather than type out each for every survey. You can use this list year to year. 8

9 9 Setting Up 1. Select this 2. Type in the name of the survey so when responses are collected, youll know to which survey its referring. Suggest you include FY12 in the name 3. Click Next Step

10 10 Setting Up Select This

11 11 Setting Up Select this

12 12 Setting Up 1. Select this 2. Cut and paste addresses from your Word document. Click on Add Recipients. DO NOT include the employee being evaluated – he/she needs to do their own self-evaluation separately! Make sure to click on I Agree with the Terms of Use 3. After you click Add Recipients, a box in the top right corner will appear, Create message to Send.

13 13 Setting Up 2. Select this 1. Select the first one to send a message to everyone initially and then later you can go back in and set up to send an only to people who did not respond automatically.

14 14 Setting Up 1.This will appear in subject line. Due to high volume of e- mail, suggest you add the name of the employee in the subject line, for whom you want feedback. 3. After you click on Save and Preview, you can select specific delivery dates. 2. Put the managers address so employees recognize who its coming from. This will appear on the From category in their inbox.

15 15 Set Up Done You just completed setting up your template. Now save this template for each employee –Similar to save as function in Word. Save first one as template Save 2 nd survey as 360 FY12 - Mary Smith Save 3 rd survey as 360 FY12 – Joe Schmo and so on –Each survey collates responses separately –Do not combine employees into one survey otherwise feedback will be combined

16 16 Copying the Survey for Each Employee 3. Rename the survey. Delete Copy of at the beginning and add the employees name at end or beginning (e.g., 360 FY12 – Joe Schmo). Repeat steps 1 through 3 for each employee so that each has their own survey 1. Click on Create Survey 2. Select the DUH 360 Feedback Mid-Year FY12 (you can name it 360 FY12 template so that you know its the one to select every time

17 17 Reviewing the Results Under My Surveys tab, you will see the DUH 360 Mid-Year FY12 survey template and all the ones you labeled for each employee. Click on Analyze icon to see results and download

18 18 Viewing Results 1. On this tab, youll see bar graphs and tabulations on the results for this employee 2. Click here to download into excel and print

19 19 Analyzing Results Click on the Analyze Results tab

20 20 Analyzing Results Click on Download Responses

21 21 Analyzing Results 1)Select Summary Report 2)Select Include Open Ended Responses 3)Select PDF Format

22 22 Downloading Results Click Here (hint: if you do this over time, youll see a list for each year so remember to include the fiscal year in the name of each survey)

23 23 Downloading Results Click on save and save to your home drive or wherever you want to save the downloaded excel file.

24 24 Checking In & Tracking Results 1. Go back to Collect Responses tab 2. Select the survey you want to see

25 25 Checking In & Tracking Results You can see on this page, how many people responded, did not respond, bounced back, etc

26 26 Questions? If you get stuck: –Use Survey Monkey help screens Their help function is very useful Great video tutorial online on their website –Call Brian


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