Saturday, October 6, 2012

When Creating Effective Survey


  • Confirm the survey length (ten questions or fewer is ideal).
  • Determine how respondents will receive, complete, and return the survey; consider paper-based, telephone-based, or web-based surveys.
  • Determine the acceptable level of response rate and what incentives might be offered to help reach the response rate.
  • Determine the need for pre- and post-survey interviews to formulate the survey and to review its findings.
  • Determine which types of questions, closed or open, are most appropriate for the survey type.
  • Document the survey purpose and which stakeholders should participate.
  • Refine the survey questions so they're clear, easy to answer, and don't put the participant in a defensive stance.
  • Test the survey and make any modifications to the survey if necessary.
  • Write the most appropriate survey questions in consideration of the participants' backgrounds, values, and interest in the survey purpose.

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