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CBR 106: Developing a Client Satisfaction Survey. Welcome & Introductions. Name & affiliation Experience with client satisfaction surveys What you want to learn today. Workshop Objectives. Upon completion of this workshop, participants will be able to:

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CBR 106: Developing a Client Satisfaction Survey

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Cbr 106 developing a client satisfaction survey

CBR 106:

Developing a Client Satisfaction Survey

Welcome introductions

Welcome & Introductions

  • Name & affiliation

  • Experience with client satisfaction surveys

  • What you want to learn today

Workshop objectives

Workshop Objectives

  • Upon completion of this workshop, participants will be able to:

    • Describe the importance and benefits of Client Satisfaction Surveys (CSS)

    • List the steps required to develop a CSS tool

    • Analyze and critique sample CSS questions

    • Begin the development of their own CSS tool



  • Definition of terms

  • Purposes and benefits of CSS

  • Steps in the CSS development process

  • Lunch

  • Analysis & critique of CSS tools and questions

  • Development of your own CSS tool

  • Workshop Evaluation



  • Knowing what the client wants is the key factor to success in any type of organization or business

  • Organizations need to know what their members want

  • The best way to find this information is to conduct a survey

What is a client satisfaction survey css

What is a Client Satisfaction Survey (CSS)?

  • A relatively simple but effective way to evaluate the delivery and quality of the services your agency provides to clients

  • Provides you with data that tells you what clients really think about your services and the people that deliver them (rather than what you think they think!).

What does a css do

What does a CSS do?

  • Identify trends in client satisfaction

  • Measure results over time

  • Identify new service areas

  • Improve your existing services

  • Provide indicators of agency and staff strengths and areas of improvement

  • Improve accountability

Benefits of css

Benefits of CSS

  • An opportunity to target areas for (continuous) improvement

  • An opportunity to present the full range of services offered to your clients on an annual basis

Cbr 106 developing a client satisfaction survey

WhatMakes a Successful CCS?

Clear Objectives

The Clients

The Survey Questions

The Results

Implementing Change

The steps in a css project

The Steps in a CSS Project

  • Establish the goals of the project

  • Determine your sample

  • Choose interview methodology

  • Design questionnaire

  • Pre-test the questionnaire

  • Administer survey

  • Collect and enter data

  • Analyze data

  • Present data

Step 1 establish goals

Step 1: Establish Goals

  • Establish the goals of the project ……

  • What do you want to learn?

  • What will you measure (e.g. overall service, specific services, program efficiency or responsiveness, etc.) ?

  • Why do you want to measure this factor?

  • What are the possible benefits?

  • Try not to mix too many purposes into a single CSS.

  • Keep it focused.

Step 2 determine sample

Step 2: DetermineSample

  • Determine your sample

  • Who will you interview?

  • Who is your clientele?

  • Will this group provide you with the necessary data to meet the goals of the project?

  • Keep the sample large enough for a sufficient amount of

  • data but small enough so that it is manageable.

Step 3 choose interview methodology

Step 3: Choose Interview Methodology

  • Choose an interview methodology

  • How will you conduct the interview?

    • mail out; questionnaires; individual interviews; case study; focus group; on-line surveys

  • Make up of your clientele

    • Language; accessibility options; age; education

Step 4 design questionnaire

Step 4: Design Questionnaire

  • Create your questionnaire

  • What you will ask?

  • What do you NEED to know?

  • Will the questions asked meet the goals of the project?

Types of questions


Researchers often use a combination of QUANTITATIVE and QUALITATIVE questions to assess client satisfaction.

Quantitative questions

Quantitative Questions

  • Aiming for clear answers (that can be quantified)

  • Closed questions

    • (yes/no, agree/disagree, etc., answers)

  • Often focused on the descriptors/variables and their relationship

    • E.g. ---- # of days in hospital

The checklist

The Checklist

  • Please select which in-patient services you used in the last month?

    • Individual therapy

    • Group therapy

    • Medication

    • Twelve-step program (NA, CA, AA)

    • Other (please describe) ________________________



  • Please order which in-patient services you found the most helpful (where 1= most helpful & 5 = least helpful)?

    _ Individual therapy

    _ Group therapy

    _ Medication

    _ Twelve-step program (NA, CA, AA)

    _ Other (please describe) ________________________

Rating likert scale

Rating / Likert Scale

  • Please rate the degree to which you agree/disagree with the following statement:

    “I was completely satisfied with the in-patient services I received.”

    Strongly agree Agree Disagree Strongly Disagree

Qualitative questions

Qualitative Questions

  • Typically open-ended (e.g. “how” questions)

  • A way of finding out more in-depth information about what client feels or experienced

  • Can be time consuming for client to respond to and for CSS administrator to process

Sample qualitative questions

Sample Qualitative Questions

  • How satisfied were you with the responsiveness of the program staff in meeting your needs?

  • How might the program might improve its services to better meet your needs?

Exercise 1 evaluating questions

Exercise 1 – Evaluating Questions

  • Working in small groups discuss the differences between questions 1 & 2.

  • In what ways have our services benefited you?

  • Can you tell us the ways in which our services have affected you?

Exercise 2 critiquing questions

Exercise 2 – Critiquing Questions

  • Critique the following questions:

  • 1. How would you rate our organization’s internal capacity

  • (circle one)?

  • 1-poor 2-fair 3-good 4-great 5-excellent

  • 2. Did the group sessions ever adversely affect you?

Structuring your questions things to avoid

Structuring Your Questions: Things to Avoid

  • Avoid technical terms and acronyms, unless the respondents know what they mean

  • Avoid using an odd-number rating scale, such as a 1-5 scale (e.g. poor, fair, good, great, excellent) as people will tend to choose the middle choice

  • Avoid biased or loaded questions

  • Avoid questions that are unclear or can be interpreted in more than one way

Structuring your questions do s

Structuring Your Questions: Do’s

  • Ensure the questions are valid

  • Check that they really measure what they are aiming to measure

  • Ensure the questions are reliable

  • Ensure they are understood the same way by different people and that a person answering similar questions will answer similarly

  • Make sure your questions accept all the possible answers

  • Depending on the goal of the project, include demographic information

More do s

More Do’s…

  • Keep it short.

    • Long surveys are a turn-off to most people.

  • Keep it simple.

    • Limit the number of open-ended questions.

  • Keep it real.

    • Use language that is easily understandable to your client.

  • Make it look good.

    • Organize your questions logically, use a simple font and keep it looking neat and tidy.

Exercise 3 designing questions

Exercise 3 – Designing Questions

  • In your small group, develop a CCS (on flip chart paper) that measures peoples’ satisfaction with the workshop thus far.

  • Determine specifically what you want to measure and why.

  • Include a combination of quantitative and qualitative questions (5-8 total).

  • Keep in mind the question design do’s and don’ts discussed earlier.

Exercise 3 continued the gallery walk

Exercise 3 Continued – The Gallery Walk

  • Post your group’s CSS on the wall. Silently walk around the room to look at the other groups’ CSS’s.

  • Choose two (not your group’s) to respond to. Record the questions and your answers. No one will see your responses.

  • Note similarities and differences between the design of CSS’s and whether and how the CSS design effects your responses.

Debrief of exercise 3

Debrief of Exercise 3

What did you notice about the various CSS’s that were created?

What was similar? What was different?

Any surprises?

What worked well?

What could be improved?

What did you learn about CSS design from this activity?

Step 5 pre test the questionnaire

Step 5: Pre-test the Questionnaire

  • How to Pre-test?

  • Test questionnaire with a small number of interviews

  • Test the survey on the same kinds of people you will include in the main study

  • Why Pre-test?

  • Pre-testing can reveal unanticipated problems with question wording, instructions, structure, etc

  • It can help you see if the interviewees understand your questions

  • It helps to determine if the responses meet the objectives

Step 6 administer css

Step 6: Administer CSS

  • Distribute the survey and include the following:

  • A cover letter/introduction explaining the purpose of the CSS and how the information will be used

  • When it needs to be returned

  • A ‘thank you’ to the client

Step 7 collect enter data

Step 7: Collect & Enter Data

  • Collect and enter data

  • Expect to collect data 2-3 weeks after distributing

  • Determine ahead of time (before or while CSS is being developed) data management program (e.g. NVIVO or NuDist for qualitative; SPSS, SAS, Stata for quantative)

  • Determine ahead of time who will enter data; provide them with adequate training

Step 8 analyze data

Step 8: Analyze Data

  • Identify themes & patterns

  • Frequencies

    • counts of things, how many times things happen; get mean, median, mode


    • percentages or raw numbers of demographics and other factors that would be nonsensical to take an average of such as gender or ethnicity

  • Outliers

    • things that fall outside the expected values

Step 9 report results

Step 9: Report Results

  • Produce the reports

  • Who is the target audience?

  • Identify specific areas for change

  • Identify action outcomes of the CSS

  • Make results available to clients

Exercise 4 question revision

Exercise 4 – Question Revision

Review your CSS questions with a partner and gather their feedback.

Specifically focus on what extent are the questions:

  • Clear and simple?

  • Valid and reliable?

  • Unbiased?

  • Manageable in number?

Reflection next steps

Reflection & Next Steps

  • Reflect on and record 1-3 things you learned today.

  • Record 1-3 related goals you have going forward.

  • Record 1-3 related next steps you plan to take upon leaving the workshop.

Workshop objectives1

Workshop Objectives

  • Having completed this workshop you should now be able to:

    • Describe the importance and benefits of Client Satisfaction Surveys (CSS)

    • List the steps required to develop a CSS tool

    • Analyze and critique sample CSS questions

    • Begin the development of their own CSS tool

Workshop evaluation

Workshop Evaluation

  • Your feedback is extremely important!

  • Please complete the workshop evaluation….

  • Thank you!

Cbr 106 developing a client satisfaction survey

CBR 106:

Developing a Client Satisfaction Survey

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