Step 1 - Plan your survey

Prepare your survey on paper or in a word processor. Do not begin work online until you have finalized the survey format. Translate the survey into FacilitatePro terminology:

· Conference Name - this will be a holding place for your survey

· Topic Name - this will be the survey title

· Topic Description - this may be where you put your survey instructions

· Categories - these will be your survey sections or natural survey breaks

· Category Description - use this field to add further instructions within the survey

· Items in the flip chart - these are your survey questions

· Item numbers - number the items/questions to keep them in order

· Voting Profiles - identify how many custom voting profiles you need to create, one for each different answer format that you are using in the survey