Tag Archive for: reaction forms

20 Benefits of Learner Surveys

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In 2016 I published a book on how to radically transform learner surveys into something useful. The book won an award from ISPI and helped thousands of companies update their smile sheets. Now, I’m updating the book with the knowledge I’ve gained in consulting with companies in the learning-evaluation efforts. The second edition will be titled: Performance-Focused Learner Surveys: A Radical Rethinking of a Dangerous Art Form (Second Edition).

In the first edition, I listed nine benefits of learner surveys, but I had only touched the surface. In the coming book, I will offer 20 benefits. Here’s the current list:

Supporting Learning Design Effectiveness

  1. Red-flagging training programs that are not sufficiently effective.
  2. Gathering ideas for ongoing updates and revisions of learning programs.
  3. Judging the strengths, weaknesses, and viability of program updates and pilots.
  4. Providing learning architects and trainers with feedback to aid their development.
  5. Judging the competence of learning architects and trainers.
  6. Judging the contributions to learning made by people outside of the learning team.
  7. Assessing the contributions of learning supports and organizational practices.

Supporting Learners in Learning and Application

  1. Helping learners reflect on and reinforce what they learned.
  2. Helping learners determine what (if anything) they plan to do with their learning.
  3. Nudging learners to greater learning and application efforts.

Nudging Action Through Stealth Messaging

  1. Guiding learning architects to create more effective learning by sharing survey questions before learning designs are finalized and sharing survey results after data is gathered.
  2. Guiding trainers to utilize more effective learning methods by sharing survey questions before learning designs are finalized and sharing survey results after data is gathered.
  3. Guiding organizational stakeholders to support learning efforts more effectively by sharing survey questions and survey results.
  4. Guiding organizational decision makers to better appreciate the complexity and depth of learning and development—helping the learning team to gain credibility and autonomy.

Supporting Relationships with Learners and Other Key Stakeholders

  1. Capturing learner satisfaction data to understand—and make decisions that relate to—the reputation of the learning intervention and/or the instructors.
  2. Upholding the spirit of common courtesy by giving learners a chance for feedback.
  3. Enabling learner frustrations to be vented—to limit damage from negative back-channel communications.

Maintaining Organizational Credibility

  1. Engaging in visibly credible efforts to assess learning effectiveness.
  2. Engaging in visibly credible efforts to utilize data to improve effectiveness.
  3. Reporting out data to demonstrate learning effectiveness.

If you want to learn when the new edition is available, sign up for my list. https://www.worklearning.com/sign-up/.

The second edition will include new and improved question wording, additional questions, additional chapters, etc.

Matt Richter and I, in our Truth-in-Learning Podcast, will be discussing learner surveys in our next episode. Matt doesn’t believe in smile sheets and I’m going to convince him of the amazing power of well-crafted learner surveys. This blog post is my first shot across the bow. To join us, subscribe to our podcast in your podcast app.

Getting Better Responses on Your Smile Sheets.

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One of the most common questions I get when I speak about the Performance-Focused Smile-Sheet approach (see the book’s website at SmileSheets.com) is “What can be done to get higher response rates from my smile sheets?”

Of course, people also refer to smile sheets as evals, level 1’s, happy sheets, hot or warm evaluation, response forms, reaction forms, etc. They also refer to both paper-and-pencil forms and online surveys. Indeed, as smile sheets go online, more and more people are finding that online surveys get a much lower response rate than in-classroom paper surveys.

Before I give you my list for how to get a higher response rate, let me blow this up a bit. The thing is, while we want high response rates, there’s something much more important than response rates. We also want response relevance and precision. We want the questions to relate to learning effectiveness, not just learning reputation and learner satisfaction. We also want the learners to be able to answer the questions knowledgeably and give our questions their full attention.

If we have bad questions — one’s that use Likert-like or numeric scales for example — it won’t matter that we have high response rates. In this post, I’m NOT going to focus on how to write better questions. Instead, I’m just tackling how we can motivate our learners to give our questions more of their full attention, thus increasing the precision of their responding while also increasing our response rates as well.

How to get Better Responses and Higher Response Rates

  1. Ask with enthusiasm, while also explaining the benefits.
  2. Have a trusted person make the request (often an instructor who our learners have bonded with).
  3. Mention the coming smile sheet early in the learning (and more than once) so that learners know it is an integral part of the learning, not just an add-on.
  4. While mentioning the smile sheet, let folks know what you’ve learned from previous smile sheets and what you’ve changed based on the feedback.
  5. Tell learners what you’ll do with the data, and how you’ll let them know the results of their feedback.
  6. Highlight the benefits to the instructor, to the instructional designers, and to the organization. Those who ask can mention how they’ve benefited in the past from smile sheet results.
  7. Acknowledge the effort that they — your learners — will be making, maybe even commiserating with them that you know how hard it can be to give their full attention when it’s the end of the day or when they are back to work.
  8. Put the time devoted to the survey in perspective, for example, “We spent 7 hours today in learning, that’s 420 minutes, and now we’re asking you for 10 more minutes.”
  9. Ensure your learners that the data will be confidential, that the data is aggregated so that an individual’s responses are never shared.
  10. Let your learners know the percentage of people like them who typically complete the survey (caveat: if it’s relatively high).
  11. Use more distinctive answer choices. Avoid Likert-like answer choices and numerical scales — because learners instinctively know they aren’t that useful.
  12. Ask more meaningful questions. Use questions that learners can answer with confidence. Ask questions that focus on meaningful information. Avoid obviously biased questions — as these may alienate your learners.

How to get Better Responses and Higher Response Rates on DELAYED SMILE SHEETS

Sometimes, we’ll want to survey our learners well after a learning event, for example three to five weeks later. Delayed smile sheets are perfectly positioned to find out more about how the learning is relevant to the actual work or to our learners’ post-learning application efforts. Unfortunately, prompting action — that is getting learners to engage our delayed smile sheets — can be particularly difficult when asking for this favor well after learning. Still, there are some things we can do — in addition to the list above — that can make a difference.

  1. Tell learners what you learned from the end-of-learning smile sheet they previously completed.
  2. Ask the instructor who bonded with them to send the request (instead of an unknown person from the learning unit).
  3. Send multiple requests, preferably using a mechanism that only sends these requests to those who still need to complete the survey.
  4. Have the course officially end sometime AFTER the delayed smile sheet is completed, even if that is largely just a perception. Note that multiple-event learning experiences lend themselves to this approach, whereas single-event learning experiences do not.
  5. Share with your learners a small portion of the preliminary data from the delayed smile sheet. “Already, 46% of your fellow learners have completed the survey, with some intriguing tentative results. Indeed, it looks like the most relevant topic as rated by your fellow learners is… and the least relevant is…”
  6. Share with them the names or job titles of some of the people who have completed the survey already.
  7. Share with them the percentage of folks from his/her unit who have responded already or share a comparison across units.

What about INCENTIVES?

When I ask audiences for their ideas for improving responses and increasing response rates, they often mention some sort of incentive, usually based on some sort of lottery or raffle. “If you complete the survey, your name will be submitted to have chance to win the latest tech gadget, a book, time off, lunch with an executive, etc.”

I’m a skeptic. I’m open to being wrong, but I’m still skeptical about the cost/benefit calculation. Certainly for some audiences an incentive will increase rates of completion. Also, for some audiences, the harms that come with incentives may be worth it.

What harms you might ask? When we provide an external incentive, we might be sending a message to some learners that we know the task has no redeeming value or is tedious or difficult. People who see their own motivation as caused by the external incentive are potentially less likely to seriously engage our questions, producing bad data. We’re also not just having an effect on the current smile sheet. When we incentivize people today, they may be less willing next time to engage in answering our questions. They may also be pushed into believing that smile sheets are difficult, worthless, or worse.

Ideally, we’d like our learners to want to provide us with data, to see answering our questions as a worthy and helpful exercise, one that is valuable to them, to us, and to our organization. Incentives push against this vision.

 

Smile Sheet Questions — New Examples July 2016

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Update January 2018: To see my latest recommendations for smile-sheet question design, go to this web page.

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The Original Post:

The response to the book, Performance-Focused Smile Sheets: A Radical Rethinking of a Dangerous Art Form, has been tremendous! Since February, when it was published, I’ve received hundreds of thank you’s from folks the world over who are thrilled to have a new tool — and to finally have a way to get meaningful data from learner surveys. At the ATD conference where I spoke recently, the book sold out it was so popular! If you want to buy the book, the best place is still SmileSheets.com, the book’s website.

Since publication, I’ve begun a research effort to learn how companies are utilizing the new smile-sheet approach — and to learn what’s working, what the roadblocks are, and what new questions they’ve developed. As I said in the book in the chapter that offers 26 candidate questions, I hope that folks tailor questions, improve them, and develop new questions. This is happening, and I couldn’t be more thrilled. If your company is interested in being part of my research efforts, please contact me by clicking here. Likewise, if you’ve got new questions to offer, let me know as well.

Avoiding Issues of Traditional Smile Sheets

Traditional smile sheets tend to focus on learners’ satisfaction and learners’ assessments of the value of the learning experience. Scientific research shows us that such learner surveys are not likely to be correlated with learning results. Performance-focused smile sheets offer several process improvements:

  1. Avoid Likert-like scales and numerical scales which create a garbage-in garbage-out problem, which don’t offer clear delineations between answer choices, which don’t support respondent decision-making, and which open responding to bias.
  2. Instead, utilize concrete answer choices, giving respondents more granularity, and enabling much more meaningful results.
  3. In addition to, or instead of, focusing on factors related to satisfaction and perceived value; target factors that are related to learning effectiveness.

New Example Questions

As new questions come to my attention, I’ll share them here on my blog and elsewhere. You can sign up for my email newsletter if you want to increase the likelihood that you’ll see new smile-sheet questions (and for other learning-research related information as well).

Please keep in mind that there are no perfect assessment items, no perfect learning metrics, and no perfect smile-sheet questions. I’ve been making improvements to my own workshop smile sheets for years, and every time I update them, I find improvements to make. If you see something you don’t like in the questions below, that’s wonderful! When evaluating an assessment item, it’s useful to ask whether the item (1) is targeting something important and (2) is it better than other items that we could use or that we’ve used in the past.

Question Example — A Question for Learners’ Managers

My first example comes from a world renowned data and media company. They decided to take one of the book’s candidate questions, which was designed for learners to answer, and modify the question to ask learners’ managers to answer. Their reasoning: The training is strategically important to their business and they wanted to go beyond self-report data. Also, they wanted to send “stealth messages” to learners’ managers that they as managers had a role to play in ensuring application of the training to the job.

Here’s the question (aimed at learners’ managers):

In regard to the course topics taught, HOW EFFECTIVELY WAS YOUR DIRECT REPORT ABLE to put what he/she learned into practice in order to PERFORM MORE EFFECTIVELY ON THE JOB?

A. He/she has NOT AT ALL ABLE to put the concepts into practice.

B. He/she has GENERAL AWARENESS of the concepts taught, but WILL NEED MORE TRAINING / GUIDANCE to put the concepts into practice.

C. He/she WILL NEED MORE HANDS-ON EXPERIENCE to be fully competent in using the concepts taught.

D. He/she is at a FULLY COMPETENT LEVEL in using the concepts taught.

E. He/she is at an EXPERT LEVEL in using the concepts taught.

Question Example — Tailoring a Question to the Topic

In writing smile-sheet questions, there’s a tradeoff between generalization and precision. Sometimes we need a question to be relevant to multiple courses. We want to compare courses to one another. Personally, I think we overvalue this type of comparison, even when we might be comparing apples to oranges. For example, do we really want to compare scores on courses that teach such disparate topics as sexual harassment, word processing, leadership, and advanced statistical techniques? Still, there are times when such comparisons make sense.

The downside of generalizability is that we lose precision. Learners are less able to calibrate their answers. Analyzing the results becomes less meaningful. Also, learners see the learner-survey process as less valuable when questions are generic, so they give less energy and thought to answering the questions, and our data become less valuable and more biased.

Here is a question I developed for my own workshop (on how to create better smile sheets, by the way SMILE):

How READY are you TO WRITE QUESTIONS for a Performance-Focused Smile Sheet?

CIRCLE ONE OR MORE ANSWERS

AND/OR WRITE YOUR REASONING BELOW

A. I’m STILL NOT SURE WHERE TO BEGIN.

B. I KNOW ENOUGH TO GET STARTED.

C. I CAN TELL A GOOD QUESTION FROM A BAD ONE.

D. I CAN WRITE MY OWN QUESTIONS, but I’d LIKE to get SOME FEEDBACK before using them.

E. I CAN WRITE MY OWN QUESTIONS, and I’m CONFIDENT they will be reasonably WELL DESIGNED.

More
Thoughts?

 

 

Note several things about this question. First to restate. It is infinitely more tailored than a generic question could be. It encourages more thoughtful responding and creates more meaningful feedback.

Second, you might wonder why all the CAPS! I advocate CAPS because (1) CAPS have been shown in research to slow reading speed. Too often, our learners burn through our smile-sheet questions. Anything we can do to make them attend more fully is worth trying. Also, (2) respondents often read the full question and then skim back over it when determining how to respond. I want them to have an easy way to parse the options. Full disclosure. To my knowledge, all CAPS has not been studied yet for smile sheets. At this point, my advocacy for all CAPS is based on my intuition about how people process smile-sheet questions. If you’d like to work with me to test this in a scientifically rigorous fashion, please contact me.

Third, notice the opportunity for learners to write clarifying comments. Open-ended questions, though not easily quantifiable, can be the most important questions on smile sheets. They can provide intimate granularity — a real sense of the respondents’ perceptions. In these questions, we’re using a hybrid format, a forced choice question followed by an open-ended opportunity for clarification. This not only enables the benefits of open-ended responding, but it also enables us to get clarifying meaning. In addition, in some way it provides a reality-check on our question design. If we notice folks responding in ways that aren’t afforded in the answer choices given, we can improve our question for later versions.

 

Question Example — Simplifying The Wording

In writing smile-sheet questions, there’s another tradeoff to consider. More words add more precision, but fewer words add readability and motivation to engage the question fully. In the book, I talk about what I once called, “The World’s Best Smile Sheet Question.” I liked it partly because the answer choices were more precise than a Likert-like scale. It did have one drawback; it used a lot of words. For some audiences this might be fine, but for others it might be entirely inappropriate.

Recently, in working with a company to improve their smile sheet, a first draft included the so-called World’s Best Smile Sheet Question. But they were thinking of piloting the new smile sheet for a course to teach basic electronics to facilities professionals. Given the topic and audience, I recommended a simpler version:

How able will you be to put what you’ve learned into practice on the job?  Choose one.

A. I am NOT AT ALL ready to use the skills taught.
B. I need MORE GUIDANCE to be GOOD at using these skills
C. I need MORE EXPERIENCE to be GOOD at using these skills.
D. I am FULLY COMPETENT in using these skills.
E. I am CAPABLE at an EXPERT LEVEL in using these skills.

This version nicely balances precision with word count.

 

Question Example — Dealing with the Sticky Problem of “Motivation”

In the book, I advocate a fairly straightforward question asking learners about their motivation to apply what they’ve learned. In many organizations — in many organizational cultures — this will work fine. However in others, our trainers may be put off by this. They’ll say, “Hey, I can’t control people’s motivations.” They’re right, of course. They can’t control learners’ motivations, but they can influence them. Still, it’s critical to realize that motivation is a multidimensional concept. When we speak of motivation, we could be talking simply about a tendency to take action. We could be talking about how inspired learners are, or how much they believe in the value of the concepts, or how much self-efficacy they might have. It’s okay to ask about motivation in general, but you might generate clearer data if you ask about one of the sub-factors that comprise motivation.

Here is a question I developed recently for my Smile-Sheet Workshop:

How motivated are you to IMPLEMENT PERFORMANCE-FOCUSED SMILE SHEETS in your organization?

CIRCLE ONLY ONE ANSWER. ONLY ONE!

A. I’m NOT INTERESTED IN WORKING TOWARD IMPLEMENTING this.

B. I will confer with my colleagues to SEE IF THERE IS INTEREST.

C. I WILL ADVOCATE FOR performance-focused smile sheet questions.

D. I WILL VIGOROUSLY CHAMPION performance-focused smile sheet questions.

E. Because I HAVE AUTHORITY, I WILL MAKE THIS HAPPEN.

More
Thoughts?

In this question, I’m focusing on people’s predilection to act. Here I’ve circumnavigated any issues in asking learners to divulge their internal motivational state, and instead I’ve focused the question on the likelihood that they will utilize their newly-learned knowledge in developing, deploying, and championing performance-focused smile sheets.

 

Final Word

It’s been humbling to work on smile sheet improvements over many years. My earlier mistakes are still visible in the digital files on my hard drive. I take solace in making incremental improvements — and in knowing that the old way of creating smile-sheet questions is simply no good at all, as it provides us with perversely-irrelevant information.

As an industry — and the learning industry is critically important to the world — we really need to work on our learning evaluations. Smile sheets are just one tool in this. Unfortunately, poorly constructed smile sheets have become our go-to tool, and they have led us astray for decades.

I hope you find value in my book (SmileSheets.com). More importantly, I hope you’ll participate along with some of the world’s best-run companies and organizations in developing improved smile sheet questions. Again, please email me with your questions, your question improvements, and alternatively, with examples of poorly-crafted questions as well.