Questionnaire Design

What is a Questionnaire?

A set of Questions designed to generate the statistical information from a specific demographic needed to accomplish the research objectives

What is a Questionnaire?

A set of Questions designed to generate the statistical information from a specific demographic needed to accomplish the research objectives

What is a Questionnaire?

A set of Questions designed to generate the statistical information from a specific demographic needed to accomplish the research objectives

Surveys are more than a collection of unambiguous questions How questions are specified and put together will influence the respondents’ willingness to participate & the responses they provide

▪ Ensures standardization and comparability of the data across interviews – everyone is asked the same questions

▪ Increases speed and accuracy of recording

▪ Facilitates data processing

▪ Allows the researcher to collect the relevant information necessary to address the management decision problem

Purposes of the Questionnaire

Improper design can lead to?

▪Incomplete information ▪Inaccurate data ▪Higher costs

Criteria to consider

▪ Does it provide the necessary information

▪ Does it consider the respondent

▪ Does it meet editing, coding and data processing requirements

Designing the Questionnaire

▪Determine survey objectives: Plan what to measure. ▪Decide on format. E.g. personal interview, telephone,

self. ▪Formulate questions to obtain the needed information ▪Decide on the wording of questions ▪Decide on the question sequence and layout of the

questionnaire ▪Using a sample, test the questionnaire for omissions

and ambiguity ▪Correct the problems (pretest again, if necessary)

1. Content - What should be asked? 2. Wording - How should each question be phrased?

3. Sequence - In what order should the questions be presented?

4. Layout - What layout will best serve the research objectives?

The Major Decisions in Questionnaire Design

The most difficult step is specifying exactly what information is to be collected from each respondent

1. Are the questions relevant. Do they pertain to the research problem

2. Are the questions accurate. Do they accurately depict the attitudes, behaviors, etc. intended to investigate

3. Do respondents have the necessary information? • Qualify respondents

4. Do respondents understand and interpret the question correctly

5. Will respondents give the information?

Content: Questions must meet 5 requirements

Format: How much freedom do we give respondents in answering questions Open-ended questions

– What do you look for most in a job? – Is there anything else you would like to add about the product

How should the questions be asked?

Open Ended Questions: key advantages

▪ Wide range of responses and information can be obtained ▪Answers based on respondent’s not researcher’s frame of reference – consumer’s terms ▪Lack of influence. Don't channel respondents thinking ▪ Can help interpret closed-ended questions - why ▪ Particularly useful as introduction to survey or topic ▪ When it’s important to measure the salience of an issue ▪ When too many possible responses to be listed or unknown

▪ Ability and/or willingness of respondent to answer

▪ Interviewer’s ability to record answers quickly or summarize accurately & probe effectively

▪ Interviewer’s attitude influences response

▪ Time consuming (interview sessions, tabulation, classification, assignment, validation)

▪ Difficulty in coding

▪ Require respondents to be articulate

▪ Respondents may miss important points

▪ Non-response

Open-ended questions: Key disadvantages

What do you look for most in a job? ____ Work that pays well ____ Work that gives a sense of accomplishment ____ Work where you make most decisions by yourself ____ Work that is steady with little chance of being laid off.

▪ Ease of understanding ▪ Requires less effort on part of interviewer and respondent ▪ Ease of tabulation & analysis ▪ Less error prone ▪ Less interviewer bias ▪ Less time consuming ▪ Answers directly comparable from respondent to respondent

Closed-ended questions (Fixed-alternative responses)

Advantages

▪ Middle/Neutral categories often selected inappropriately (ignorance, safety) ▪ Less opportunity for self-expression or subtle qualifications ▪ Less involving for respondents ▪ Order of response categories can have major impact on results

Closed-ended questions (Fixed-alternative questions)

Disadvantages

Key tradeoff Want to get respondent to address issues our research is concerned with (Forced response) and at same time give respondent opportunity to honestly opt out of question (i.e., Don’t Know, No Answer, Neither Agree nor Disagree) so as not to dilute data collected

Dichotomous QuestionsShould the Alberta Government give consumers an energy rebate?

1. Agree

2. Disagree

Advantages

▪ Easy to administer and tabulate

Disadvantages

▪ Prone to large amounts of error since polarized responses prevent gaining information on the range of variation

▪ Fail to communicate any intensity of feeling

Multiple Choice Questions▪ Are all possible alternatives included?

▪ Too many alternatives

▪ Position Bias

Scaled Response Questions ▪ Closed ended questions where the response choices are designed to capture an intensity of feeling (Likert, Staple, Semantic differential)

▪ Easy to code and more powerful statistical tools

▪Main problem: Respondent misunderstanding

▪ Complexity: use simple, direct, conversational language

▪ leading questions -- that suggest or imply certain answers

▪ loaded questions -- suggest social desirability, or are emotionally charged. Have you purchased a high quality Sony TV this year

▪ Ambiguity and vagueness: Words such as “often”, “occasionally”, “usually”, “regularly”, “frequently”, “many”, should be used with caution. If these words have to be used, their meaning should be explained properly.

▪Which province is bigger Manitoba or Alberta? – would your answer be based on population or area?

Question Wording ▪ Can have major impact on how respondent interprets question ▪ All respondents should interpret in the same way

Things to avoid

▪long-worded questions

▪ double-barreled questions. Questions that refer to two or more issues within the same question. Where respondent may agree with only 1 part of multipart statement. ▪ Do you think Nike offers better pricing and variety than other brands

▪ Making implicit assumptions

▪Jargon

More things to avoid

More things to avoid

▪ burdensome questions - that may tax the respondent’s memory ▪ How many tubes of toothpaste have you purchased in the last 3 months ▪ Have you purchased toothpaste in the past week

▪Embarrassing, sensitive, or threatening questions: ▪ Have you charged more on your credit card than you should ▪ Use third person do you think most people…..

Initial stages ▪ Screening or qualifying Questions: Have you been to the movie theatre this month? ▪ Need to gain & maintain respondent’s cooperation ▪ Make questionnaire simple for interviewer to administer ▪ opening questions should be interesting, simple, and easy to answer. ▪ which theatre did you go to last?

Question Sequence & Layout Decisions

Transition Questions

▪ What aspects of the theatre did you like best

▪ Questions directly related to research objectives which require more effort and get respondent thinking about topic

Difficult and Complicated Questions

▪ The following 10 questions relate to the characteristics of theatres

▪ Respondent now committed and can see an end in sight

Classifying and Demographic Questions

▪ What is your average annual household income

▪May not be answered (sensitive or threatening) but most questions have been answered

▪ Questions should flow logically from one to the next

▪ General questions should be asked before more specific ones

▪ Earlier questions should not influence response to later ones

▪ Questions should flow from factual and behavioural questions to attitudinal and opinion questions

▪ Questions should flow from the least sensitive to the most sensitive.

▪ Questions should flow from unaided (which brand do you prefer) to aided questions (which brand do you prefer Tide, Cheer, Gain)

▪ Demographic questions should come at the end.

Other Considerations

1. initial questions - screening and rapport questions

2. Middle - product specific questions

3. End demographic questions.

Other Considerations1.Use multiple questions instead of one

2. Similar questions together

1. consistent mindset for respondents

3. Develop a logical flow

4. Use transitions between sections (E.g. In this section we ask questions about X)

5.Distinguish between instructions, questions and responses

INSTRUCTIONS LAYOUT A: Do you agree, disagree or have no opinion that this company has: • A good vacation policy - disagree/not sure/agree. • Good management feedback - disagree/not sure/agree. • Good medical insurance - disagree/not sure/agree.

INSTRUCTIONS LAYOUT B: Does this company have: ___ Disagree Not Sure Agree • A good vacation policy 1 2 3 • Good management feedback 1 2 3 • Good medical insurance 1 2 3

Distinguishing question and responses:

Matrix question

CAPS or BOLD or Underline versus lower case or unformatted

Filter and pivot questions should be used as necessary.

A FILTER question is one that screens out respondents who are not qualified to answer a second question. A PIVOT question is a type of filter question that is used to determine what version of a second question to ask.

▪If the questionnaire deals with several topics, complete questions on a single topic before moving on to a new topic

▪If topics are related, ask questions on related topics before asking questions about unrelated topics

▪If you ask questions about behaviors over some time period, follow chronological order backward in time

▪When changing topics, use some transitional phrase

Developing a logical flow

The layout and physical attractiveness of a questionnaire are important aspects ▪ Questionnaires should be designed to appear

as short as possible ▪ Questionnaires should not appear

overcrowded ▪Leave lots of space for open ended questions ▪ Questionnaires in booklet form are often

recommended

QUESTIONNAIRE LAYOUT

OPENING

▪ Provide first name (at least)

▪ Provide name of company doing research

▪ Provide reason for survey and topic

▪ State that no selling will be involved and no personal data other than for statistical purposes

▪ Tell respondent approximate time to complete

▪ Reinforce that respondent’s time is appreciated

▪ Invite to participate

AND CLOSING

▪ Thank for time

▪ Ask if they had a positive experience and remind them that their opinions count

Pretesting and Correcting ProblemsPurpose of pretest: To ensure that the questionnaire meets the expectations in terms of the information that will be obtained ▪ Is question necessary – does it serve a purpose, will info be used ▪Missing important variables – does it provide the info needed ▪Match questions to objectives ▪ Pretest Specific Questions For

• Variation • Meaning • Task difficulty • Respondent interest and attention • Ambiguous, ill-defined, loaded, double-barreled questions

▪ Pretest the Questionnaire • Flow of the questionnaire • Skip patterns •Length

▪ Respondent Interest and Attention

Step 1: Specify what information will be sought

Step 2: Determine type of questionnaire and method of administration

Step 3: Determine the content of individual questions

Step 4: Determine form of response for each question

Step 5: Determine wording for each question

Step 6: Determine sequence of questions

Step 7: Determine physical characteristics of questionnaire

Step 8: Revise steps 1-7, revise if necessary

Step 9: Pretest questionnaire, revise if necessary

Step 10: implement

Questionnaire Design Flow Chart

Step 1: Specify what information will be sought

Step 2: Determine type of questionnaire and method of administration

Step 3: Determine the content of individual questions

Step 4: Determine form of response for each question

Step 5: Determine wording for each question

Step 6: Determine sequence of questions

Step 7: Determine physical characteristics of questionnaire

Step 8: Revise steps 1-7, revise if necessary

Step 9: Pretest questionnaire, revise if necessary

Step 10: implement

Questionnaire Design Flow Chart

A QUESTIONNAIRE IS ONLY AS GOOD

AS THE QUESTIONS IT ASKS