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Survey Monkey for 360
Feedback for FY12
1
Outline
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Set up Survey Monkey membership
How to retrieve the template
Inputting your staff’s e-mail addresses
Setting up personalized message
Sending
Reviewing results
Downloading
Printing summary
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Registration & Membership
• Getting Started
• Go to www.surveymonkey.com
• 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 e-mail address ending in
“.duke.edu” will receive the discount
• Set up automatic payment with procurement
card
3
Getting Started – Join and get
Template
1. Join as
professional member
at no less than a
Gold level
2. E-mail Brian Anderson @
[email protected]
to request the FY12
360 survey. Include
Username or Account
name.
4
Getting Started- Join and get
Template
Go to My Surveys,
and the DUH 360
Feedback MidYear FY12 survey
will appear.
5
Additional Set-Up Work
Under ‘My Surveys’ tab, you will see
the DUH 360 Feedback Mid-Year
FY12 survey.
Click on Collect icon
to set up e-mails and
messages to staff6
Additional Set-Up Work
Click on + Add Collector
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Setting Up Tip
• Pre-work: type up staff’s e-mail 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.
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Setting Up
1.
Select
this
2. Type in the name of the survey so
when responses are collected, you’ll
know to which survey it’s referring.
Suggest you include “FY12” in the
name
3. Click
Next
Step
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Setting Up
Select
This
10
Setting Up
Select
this
11
Setting Up
3. After you
click ‘Add
Recipients’, a
box in the top
right corner will
appear, “Create
E-mail message
to Send”.
1. Select
this
2. Cut and paste e-mail 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
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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 e-mail only to
people who did not respond automatically.
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Setting Up
1. This will appear
in subject line.
Due to high
volume of email, 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 e-mail address so employees
recognize who it’s coming from. This will appear on the
“From” category in their e-mail inbox.
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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 2nd survey as “360 FY12 - Mary Smith”
• Save 3rd 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
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Copying the Survey for Each
Employee
1. Click
on Create
Survey
3. Rename the survey. Delete “Copy of” at the
beginning and add the employee’s 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
2. Select the DUH
360 Feedback
Mid-Year FY12
(you can name it
“360 FY12
template” so that
you know it’s the
one to select every
time
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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
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Viewing Results
1. On this
tab, you’ll
see bar
graphs and
tabulations
on the
results for
this
employee
2. Click here to download
into excel and print
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Analyzing Results
Click on the
Analyze
Results tab
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Analyzing Results
Click on Download
Responses
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Analyzing Results
1) Select Summary
Report
2) Select Include Open
Ended Responses
3) Select PDF Format
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Downloading Results
Click Here
(hint: if you do this over time, you’ll see
a list for each year so remember to
include the fiscal year in the name of
each survey)
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Downloading Results
Click on ‘save’ and save to
your home drive or wherever
you want to save the
downloaded excel file.
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Checking In & Tracking Results
1. Go back to
Collect
Responses
tab
2. Select the survey you
want to see
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Checking In & Tracking Results
You can see on this page, how many people responded, did not
respond, bounced back, etc
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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 Anderson @ 681-7883
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