How to Build Out Your Survey123 Project with Your Stakeholders and Field Crew Expert

Instructor : Michelle Williams (AKA) Survey123 Jedi

michelle@survey123jedi.com

https://survey123jedi.com/scaug_stakeholder

Let me start with a quick story. I used to think every Survey123 designer approached their projects like I do—balancing the needs of stakeholders and field crews, creating workflows that foster seamless collaboration. Then, during a podcast episode, I shared my process, and my guest looked at me like I was raising unicorns in a field of California poppies! That moment made me realize this approach isn’t the norm—but it can be.

At this workshop, I’ll show you how to take this ‘unicorn in the poppy field’ mindset and turn it into a practical framework you can apply to your own projects. By the end of this session, you’ll have the tools to create projects that truly work for everyone—your stakeholders, your field crew, and most importantly, you. Let’s get started!

What You’ll Learn:

• Collaborative Techniques: Engage stakeholders and field crews in separate live sessions to address their unique needs and ensure they feel heard before going live.
• Streamlined Workflows: Use real-time feedback to refine goals and minimize rework.
• Stakeholder Empowerment: Show clients how their input directly shapes the survey’s functionality as we build the app in front of them, turning them into informed and invested collaborators.

Why This Course is for You:

• Ready to take your Survey123 projects to the next level? This session will help you master efficient survey creation through live, collaborative workflows.
• Avoid Costly Mistakes: Catch critical issues before data collection begins.
• Save Time: Reduce last-minute fixes by addressing potential problems early.

How You’ll Learn:

• Interactive Design Process: We will participate in live exercises where we separate stakeholders and field crews to build the survey collaboratively and gather real-time feedback right in front of each group.
• Hands-On Practice: Bring your PDF questionnaires and convert them to Survey123 during the session, tailoring them to the needs of both stakeholders and field teams.

Get Ready Before Class:

• Choose a PDF questionnaire to work on during the session.
• ​Live Demo Opportunity: Submit your PDF form a week before class, and it may be featured in our live demonstration, giving you personalized insights and a FREE done-for-you template.
• You can send your PDF to michelle@survey123Jedi.com

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Join this workshop and gain the confidence to design, deploy, and analyze powerful Survey123 projects that elevate your GIS work!