Overview Blank Template Spreadsheet Example Hotel Example Mountain Climbing

UX Survey Template

Use this template when you create your own survey for product discovery. You'll have to copy + paste the questions into a separate survey platform to create your survey.

Checklist before you start:

Checklist while editing your template:

  • I filled in the blanks so that it made sense for my topic.
  • Where needed, I made only very minor changes to the questions to better fit my topic.
  • While constructing my form, I used text fields wherever I could, giving users enough room to fully recount their experience. I stayed away from multiple choice wherever possible.
  • My text fields are not too small. They encourage people to enter answers more than two words in length.
  • My text fields are not too big. It doesn't seem as if I have to write paragraphs for every single answer.
  • I tested my survey out with 1 or 2 people before sending it out. *Everyone* always makes mistakes when writing their first draft of their survey, it is important to find these problems before I send it out to a broad audience.

Analysis Method

Your big goal for this survey, is to discover trends as to how people go through a task. This is an exciting journey, and you are going to discover things that likely no one else knows about. You can then leverage those discoveries for the strategy of your project. A useful way to look at an event, is through a "before", "during" and "after" paradigm for analyzing the event. We'll be creating a survey to focus on this analysis method.

Blank Template

We'd like to ask you a few questions about the last time you _________________. As much as you can, we'd like you to focus on the most recent event, and try not to generalize about your experiences. This survey should take less than 10 minutes.

We ask respondents to focus on the last time they performed the event, because it is much more accurate than asking them to generalize.
This is a qualifying question. If a respondent doesn't match your criteria, then throw out their response. It is one of the few times we use a multiple-choice question.
This is our first "before" question. We are learning about the context and what was the trigger for the task.
Another "before" question.
Another "before" question.
This is our first "during" question, where we begin to learn what are the conditions under which they actually last performed the task.
Another "during" question.
This is one of our most important "during" questions. Make sure to give the user extra space to respond.
Another "during" question.
Another "during" question.
Another "during" question.
Another "during" question. Your survey platform will likely have a "ratings scale" feature, which will display the ratings UI horizontally.
Another "during" question.
Our first "after" question. For "after" questions, we are trying to understand any follow up tasks that were required, and is also a point of reflection for the whole task flow.
Another "after" question.
Our first "after" question. For "after" questions, we are trying to understand any follow up tasks that were required, and is also a point of reflection for the whole task flow.

Thank you for your time! ______________

If you use Mechanical Turk, you'll need to include instructions so they can be financially compensated.

Spreadsheet Example

We'd like to ask you a few questions about the last time you used a spreadsheet. As much as you can, we'd like you to focus on the most recent event, and try not to generalize about your experiences. This survey should take less than 10 minutes.

See a live version of this form on Typeform.

See the Survey

Download the Results Spreadsheet

Thank you for your time!


Hotel Example

We'd like to ask you a few questions about the last time you booked a hotel. As much as you can, we'd like you to focus on the most recent event, and try not to generalize about your experiences. This survey should take less than 10 minutes.

In this instance, the phrasing from the template just didn't read well, so we edited it. However, we kept the meaning of the question as close to the original as possible.
In this instance, "tasks" didn't have the right connotation, so we asked the participant to list "steps". Please note, we still asked them for at least three distinct steps so that they don't over-generalize the process.

Thank you for your time!


Mountain Climbing Example

We'd like to ask you a few questions about the last time you went mountain climbing. As much as you can, we'd like you to focus on the most recent event, and try not to generalize about your experiences. This survey should take less than 10 minutes.

This is a particularly interesting example because it assumes that the participant does not use a app or website for this task.
I expect we may throw out quite a few responses, it is a minority of the population that has gone mountain climbing recently.
For this task, the original question assumed that the participant HAD to use a web or app to complete the task. We re-wrote it here to work better with our subject.
This is a leading question, encouraging a positive response. In general you should be cautious of how you lead the participant's sentiment. In this instance, we balance it with our following question.
We re-wrote the time question to be more appropriate for the task.

Thank you for your time!



Creative Commons License
UX Portfolio: Survey Template by Matthew Weber is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.
Based on a work at http://www.qualitative.io.