Course Description

This hands-on course equips you with the skills to design, distribute, and analyse professional forms and surveys using Microsoft Forms. Through practical exercises, you’ll learn to create dynamic forms with logic branching, visual customisation, and advanced question types—optimised for both desktop and mobile users. Ideal for HR professionals, educators, and business teams, this training covers everything from basic form construction to data analysis in Excel, enabling you to streamline feedback collection, quizzes, and customer insights.

Target Student

Perfect for Office 365 users who need to gather data efficiently, including HR teams (employee surveys), educators (quizzes), marketers (customer feedback), and project managers (internal assessments). No prior Forms experience is required, but familiarity with Microsoft Office and cloud storage (OneDrive/SharePoint) is beneficial.

Performance-Based Objectives:

Upon successful completion of this course, students will be able to:

• Design visually branded forms with custom themes and media
• Implement advanced question types (ranking, Likert scales, NPS)
• Optimise forms for mobile and desktop responsiveness
• Apply branching logic to personalise user pathways
• Share forms securely via links, Teams, or embedded web pages
• Analyse responses in real-time dashboards and Excel
• Create and deploy quick polls for instant feedback

Course Outline

Core Form Creation

• Setting up forms: Saving to OneDrive, SharePoint, or Teams
• Structuring forms with titles, descriptions, and header images
• Adding and formatting question elements (text, choice, date, rating)

Advanced Question Types

• Configuring ranking questions for prioritisation exercises
• Implementing Likert scales for attitude measurement
• Adding Net Promoter Score (NPS) recommendation bars

Form Optimisation

• Testing mobile vs. desktop responsiveness
• Dividing forms into logical sections for better UX
• Applying custom themes (colours, branding, background images)

Logic and Distribution

• Setting up branching rules based on user responses
• Sharing forms: Internal (Org-wide) vs. external (public links)
• Embedding forms in Teams, SharePoint, or websites

Data Analysis

• Monitoring real-time response dashboards
• Exporting data to Excel for advanced filtering/charting
• Creating quick polls for instant decision-making