Project Outcome Update:

Website & Survey Management

Improvements

May 11, 2017

What we will cover today

• Website Improvements

• New Survey Management Tool

• New Report Builder Tool

• Data Dashboard Updates

• Questions & Discussion

Crystal Schimpf

Trainer & Facilitator

Today’s Speakers

Emily Plagman

Project Manager

Samantha Lopez

Project Coordinator

If yes – click “Raise Hand” icon

Poll:

Do you consider yourself as being

“new” to Project Outcome?

About Project Outcome

Four Key Outcomes

Knowledge

Confidence

Skill/Application

Awareness

Surveys for 7 Service Areas

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Free Project Outcome Training Resources

• Getting Started

• Surveys

• Data Collection

• Data Analysis

• Taking Action

• From the Field

Webinar Archives

How to Successfully Roll Out Project Outcome in Your Library

Website Improvements

Project Outcome Tools

Project Outcome Website

Survey Management

Data Dashboard

Report Builder

Training Resources

Peer Discussion

Project Outcome User Home Page

Project Outcome User Home Page

Project Outcome User Home Page

Project Outcome User Home Page

User Account Page

User Account Page: Users

User Account Page: Logos

New Survey Management Tool

Creating Surveys

• Survey topic & type

• Program information

▪ Name, date, location

• Survey customization options

▪ Logo, messages, additional questions

Creating Surveys

After creating surveys, you can

• Access paper surveys

• Get links to online surveys

• Enter data

• Access results

Survey Information

Topic

Type

Program Name

Program Date

Program Location

Unique Survey Name

Dummy Data

Accessing the Survey Management Tool

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Survey Management Tool

Step 1: Source, Topic & Type

Step 1: Source, Topic & Type

Step 1: Source, Topic & Type

Step 1: Source, Topic & Type

Step 1: Source, Topic & Type

Step 2: Program Information

Step 2: Program Information

Step 2: Program Information

Step 2: Program Information

Step 2: Program Information

Step 2: Program Information

Step 2: Program Information

Step 3: Survey Settings

Step 3: Survey Settings

Step 3: Survey Settings

Step 3: Survey Settings

Step 3: Survey Settings

Step 4: Survey Questions

Project Outcome Survey Questions

• Each survey must be given in its entirety

• Survey questions cannot be edited

https://pixabay.com/en/pencil-pencils-eraser-1277094/

Integrating Additional Questions

• Limit 3 per survey

• Common multi-choice questions available in tool

• Add your own open-ended question

• May increase survey fatigue

• May affect the confidentiality of surveys

Writing Open-Ended Survey Questions

1. Keep survey questions short & simple

2. Ask one thing at a time

3. Ask about experiences & actions

4. Avoid leading questions

5. Test your questions

Step 4: Survey Questions

Step 4: Survey Questions

Step 4: Survey Questions

Step 4: Survey Questions

Step 5: Administer Survey

Survey Management Tool

Survey Management Tool

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Accessing Online Survey Links

Online Survey

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Editing the Survey

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Entering Paper Responses

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Entering Paper Responses

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Entering Paper Responses

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Entering Paper Responses

Entering Paper Responses

Survey Management Tool

Updating Survey Status

Downloading Responses

Survey Responses: Raw Data (CSV)

New Report Builder Tool

Accessing & Interpreting Survey Results

Raw Data Report Builder Dashboards

• CSV • Custom PDF

• Filter by:

• Survey Topic/Type

• Program

• Date range

• Survey name

• Overview

• Matrix

• Detail

• Map

• Library Info

Overview of custom PDF report

Build a Report

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Build New Report

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Step 1: Select Report Location

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Step 2: Select Topic

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Step 2: Select Topic

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Step 3: Select Program(s)

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Step 3: Select Program(s)

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Step 3: Select Program(s)

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Step 4: Select Survey(s) or Date(s)

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Step 4: Select Survey(s) or Date(s)

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Step 5: Write Custom Narrative

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Step 6: Select Logo

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Step 7: Preview

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Confirm & Print

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Print Past Reports

Data Dashboard Updates

Dummy Data

Dummy Data

Questions? Discussion?

Please share your questions in chat

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Report Issues: We Love Feedback!

Next Webinar: Save the Date!

Project Outcome Panel:

User Experiences & Lessons Learned

Thursday, June 15, 2017

1-2 pm Central

Free Project Outcome Training Resources

• Featured Resources

• Getting Started

• Surveys

• Data Collection

• Data Analysis

• Taking Action

• From the Field

Peer Discussion Board

www.projectoutcome.org

What next?

• Visit the new website

• Explore the new survey management tool

• Contribute to the Peer Discussion Board

• Create a survey

www.projectoutcome.org

Thank you!