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Surveys that work
Caroline Jarrett
@cjforms
2016 #surveysthatwork
An introduction to
using survey methods
Caroline Jarrett @cjforms
2
Let’s find out about our experience
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Fill in this questionnaire
1. How many surveys have you run?
NONE 1 to 5 6 to 10 more than 10
2. What is your top tip for a better survey, based on
experience of writing or answering?
__________________________________
__________________________________
Jarrett, C. and Bachmann, K (2002) Creating Effective User Surveys,
49th Society for Technical Communication Conference, Nashville TN USA
Caroline Jarrett @cjforms
4
Now work in pairs
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Try this as an interview
1. How many surveys have you run?
NONE 1 to 5 6 to 10 more than 10
2. What is your top tip for a better survey, based on
experience of writing or answering?
__________________________________
__________________________________
Jarrett, C. and Bachmann, K (2002) Creating Effective User Surveys,
49th Society for Technical Communication Conference, Nashville TN USA
Caroline Jarrett @cjforms (CC) BY SA-4.0
The survey process
6
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
Clean the
data
Responses
Answers
Analyse and
present the
results
Insights
Decisions
Test the
questions
Questions
Questions
people can
answer
Run the
survey from
invitation to
follow-up
Fieldwork
People who
actually
answer
Build the
questionnaire
Questionnaire
Questions
people can
interact with
Agenda
Introductions
Goals Sample
Break
QuestionnaireQuestions
Lunch
Fieldwork
Break
Responses Insights
Finish
7
Caroline Jarrett @cjforms
The survey is a
systematic method
for gathering information from
(a sample of) entities
for the purpose of
constructing quantitative descriptors
of the attributes of the larger population
of which the entities are members.
Groves, Robert M.; Fowler, Floyd J.; Couper, Mick P.; Lepkowski, James M.; Singer, Eleanor &
Tourangeau, Roger (2004).Survey methodology. Hoboken, NJ: John Wiley & Sons.
Caroline Jarrett @cjforms
The survey is a
process
for gathering information from
(a sample of) entities
for the purpose of
constructing quantitative descriptors
of the attributes of the larger population
of which the entities are members.
Caroline Jarrett @cjforms
The survey is a
process
for getting answers to questions from
(a sample of) entities
for the purpose of
constructing quantitative descriptors
of the attributes of the larger population
of which the entities are members.
Caroline Jarrett @cjforms
The survey is a
process
for getting answers to questions from
(a sample of) people
for the purpose of
constructing quantitative descriptors
of the attributes of the larger population
of which the entities are members.
Caroline Jarrett @cjforms
The survey is a
process
for getting answers to questions from
(a sample of) people
for the purpose of
getting numbers
of the attributes of the larger population
of which the entities are members.
Caroline Jarrett @cjforms
The survey is a
process
for getting answers to questions from
(a sample of) people
for the purpose of
getting numbers
that you can use to make decisions
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Caroline Jarrett @cjforms
The survey is a
process for getting
answers to questions
To make decisions People
getting numbers
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15
The aim of a survey is to get a number
that helps you to make a decision
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16
The aim of a survey is to get a number
that helps you to make a decision
Goals Sample
Fieldwork
Responses
Insights
Questionnaire
Questions
Caroline Jarrett @cjforms
17
Caroline Jarrett @cjforms
Asking
the right
question
Asking the
right people
18
Caroline Jarrett @cjforms
19
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The survey process
20
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
Clean the
data
Responses
Answers
Analyse and
present the
results
Insights
Decisions
Test the
questions
Questions
Questions
people can
answer
Run the
survey from
invitation to
follow-up
Fieldwork
People who
actually
answer
Build the
questionnaire
Questionnaire
Questions
people can
interact with
Agenda
Introductions
Goals and sample
Questions and questionnaire
12:30 Lunch
Fieldwork
Responses and Insights
16:30 Finish
21
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The survey process
Goals
Establish
your goals
for the
survey
Questions
you need
answers to
Goals
22
Caroline Jarrett @cjforms
23
Goals
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Establish your goals for the research
Goals
24
What do you want to know?
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Establish your goals for the research
Goals
What do you want to know?
Why do you want to know?
25
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Establish your goals for the research
What do you want to know?
Why do you want to know?
What decisions will you make
based on these answers?
Goals
26
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Goals
What are Apple’s goals for the survey?
What do they want to know?
Why do they want to know it?
What decisions will they make as a result of the survey?
Caroline Jarrett @cjforms
28
Image credit: http://www.census.gov/history/www/genealogy/decennial_census_records/
Goals
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Goals
1950s mindset: “Ask Everything”
Survey =
Big Honkin’ Survey
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Goals
2016 mindset: the Light Touch survey
• Choose ONE question
• Find ONE person
• Ask the question, face-to-face
• See if you can make ONE decision
• Improve, iterate, increase
30
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Goals
This one-box survey asks
one open question
31
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Goals
One way to
iterate,
improve,
increase
Time for new question
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32
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Goals
What’s the Most Crucial Question?
• We want to ask the fewest questions that will help us to
make the decision so we need to know which are the
most useful questions
• Even better: know the specific Most Crucial Question
• A Most Crucial Question has a numeric answer
33
Caroline Jarrett @cjforms
Goals
Another way:
narrow downLots of questions
Useful questions
MCQ
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34
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The survey process
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
35
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Sample
Asking the right people is better
than asking lots of people
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Sample:
the list you
sample from
36
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Sample
Choose a good list
Coverage error:
Mismatch between the people you
want to ask and the list you
choose to sample from
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@cjforms
(CC) BY SA-4.0
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Sample
http://www.bbc.com/news/10506482 38
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Sample
Difference between response,
response rate and representativeness
Concept Definition Example
Response Number of answers 5,000
Response rate Response divided by
the number of invitations
10%
Representativeness Whether respondents
you get are typical of
the users you want
Image credit: North Korean flag, http://commons.wikimedia.org/wiki/File:Flag_of_North_Korea.svg
39
Sample
Did we get answers from
the right people?
Is this sample representative?
Image credit: Caroline Jarrett / CorelDraw
40
Sample
Population of assorted birds
Is this sample representative?
Image credit: Caroline Jarrett / CorelDraw
41
Caroline Jarrett @cjforms
Goals
Iterate,
improve,
increase
to understand
the people you
want to ask
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42
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Sample
Decide how to target
the correct people
• Go where they are
• Use a list
• Buy a sample
• Send and hope
• Try a ‘snowball’
Image credit: Flickr sunchild57
43
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Fieldwork
Non-response error
is the one that hurts
Non-response error:
The ones who answer differ from
the ones you ask in a way that
affects the survey statistic
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@cjforms
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Fieldwork
Let’s try the toothpaste
Image credit: Caroline Jarrett
45
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Sample
46
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Sample
I wanted to tell them something
• Perceived effort: three questions is OK
• Perceived reward: the opportunity to tell them something
• Trust: Probably enough
47
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Sample
Response depends on
effort, reward and trust
People will only respond if they trust
you. After that, it's a balance between
the perceived reward from filling in the
survey compared to the perceived
effort that's required. Strangely
enough, if a reward seems 'too good to
be true' that can also reduce the
response.
Diagram from Jarrett, C, and Gaffney, G (2008)
“Forms that work: Designing web forms for usability”
inspired by Dillman, D.A. (2000)
“Internet, Mail and Mixed Mode Surveys: The Tailored Design Method”
48
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Sample
Response relies on
effort, reward, and trust
49
Sample
An example survey
• Jane went shopping for a iPhone cover for her daughter’s phone.
There was very little choice, but they found one that was OK.
Then there weren’t any tills.
“The experience was surprisingly poor for such a big brand”
• Will Jane decide to answer the survey?
50
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Sample
51
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Sample
Your views
What is the perceived effort?
What is the perceived reward?
What about trust?
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Sample
There’s often a ‘zone of indifference’
Hate it Love it
53
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Jane had a question for Apple
Burning
Issue
Why don’t you have tills?
54
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Sample
What do people want to tell you?
Burning
Issues
55
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Sample
Overcome the ‘Zone of Indifference’
by asking about the Burning Issues
56
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Sample
Think about the people
you want to ask
• Who are they?
• How will you find them?
• Do they want to answer your questions?
• What do they want to tell you?
57
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There is always
sampling error
Sampling error:
Ask a sample instead of
asking everyone
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@cjforms
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If you get all the other decisions right,
then you can calculate a margin of error
59
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Ask fewer people to get better response
Sample:
the number of
people to ask
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60
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Try mail, phone or face-to-face for
better response rates
Fieldwork:
Who answers?
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61
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We don’t just want answers,
we want representative answers
Response
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62
Caroline Jarrett @cjforms
Asking
the right
question
Asking the
right people
63
Caroline Jarrett @cjforms
Asking one
person the
right question
is better than
Asking 10,000
people the
wrong question
64
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A survey is only valid if the questions
match the reason you’re doing it
Lack of validity:
mismatch between what you ask and
what you need to know
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65
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Here is a question from that survey
Are you aware that you
can upgrade your contract
or activate an iPhone on a
rate plan with a mobile
carrier directly at the
Apple Store?
Apple
Most Crucial
Question?
66
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Most Crucial Question meets Burning Issue
Apple
Are you aware that you
can upgrade your contract
or activate an iPhone on a
rate plan with a mobile
carrier directly at the
Apple Store?
Why don’t they have tills?
67
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The survey process
People you
will invite to
answer
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Sample
Decide who
to ask and
how many
Test the
questions
Questions
Questions
people can
answer
68
Caroline Jarrett @cjforms
Questions
69
Caroline Jarrett @cjforms
Questions
In your last five days at work, what
percentage of your work time do you
estimate that you spent using publicly-
available online services (not including
email, instant messaging, and search) to
do your work using a work computer or
other device?
%
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70
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Questions
Helps a lot if you ask good questions
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Questions:
What are you
asking about?
How many
questions?
71
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Questions
There are four steps to
answer a question
Understand
Find
Judge
Place
Adapted from Tourangeau, R., Rips, L. J. and Rasinski, K. A. (2000)
“The psychology of survey response”
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Questions
There are four steps
to answer a question
Step A good question …
1. Read and understand is legible and makes sense
2. Find an answer asks for answers that we know
3. Judge the answer asks for answers we’re happy to reveal
4. Place the answer offers appropriate spaces for the answers
Adapted from Tourangeau, R., Rips, L. J. and Rasinski, K. A. (2000)
“The psychology of survey response”
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Questions
Four step examples:
1: read and understand
74
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Questions
Four step examples:
1: read and understand
Hermann grid illusion
75
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Questions
Four step examples:
2: find the answer
In your last five days at work, what
percentage of your work time do you
estimate that you spend using publicly-
available online services (not including
email, instant messaging and search) to
do your work using a work computer or
other device? 76
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Questions
The approximate curve of forgetting
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Questions
Four step examples:
3: judge the answer
78
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Questions
Four step examples:
4: place the answer
79
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Questions
Understand
Find
Judge
Place
80
Write a better version of
this question
In your last five days at work, what
percentage of your work time do you
estimate that you spent using publicly-
available online services (not including
email, instant messaging, and search) to
do your work using a work computer or
other device?
%
Caroline Jarrett @cjforms (CC) BY SA-4.0
81
Caroline Jarrett @cjforms
On your most recent working day,
what percentage of time did you spend
using the Internet?
%
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82
Caroline Jarrett @cjforms
Do you use the Internet for your work?
Yes
No
Other
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83
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Questions
Write good questions
• Mix question types: choice and open
• Avoid leading questions
• Present one question at a time
• Keep positive; negatives are harder to understand
• Ask questions that users can answer
Image credit: shutterstock.com
84
Caroline Jarrett @cjforms (CC) BY SA-4.0
The survey process
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
Test the
questions
Questions
Questions
people can
answer
Build the
questionnaire
Questionnaire
Questions
people can
interact with
85
Caroline Jarrett @cjforms (CC) BY SA-4.0
A good question gets good answers
Measurement error:
Mismatches between
the questions you ask and
the answers that people give you
Caroline Jarrett
@cjforms
(CC) BY SA-4.0
Caroline Jarrett @cjforms
Questionnaire
Caroline Jarrett @cjforms (CC) BY SA-4.0
87
Caroline Jarrett @cjforms
Questionnaire
"Phone photography" by Petar Milošević -
Own work. Licensed under CC BY-SA 3.0 via
Commons -
https://commons.wikimedia.org/wiki/File:Pho
ne_photography.jpg#/media/File:Phone_phot
ography.jpg
Modified by Caroline Jarrett
88
Questionnaire
Tip Always allow for ‘other’
Design by @RickyBuchanan; t-shirt from nopitycity.com or zazzle.co.uk
89
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Questionnaire
“Place the answer” is also about
using the right widget to collect the answer
Use For
Radio buttons A single known answer
Check boxes Multiple known answers
Text boxes Unknown answers
Allen Miller, S. J. and Jarrett, C. (2001) “Should I use a drop-down?”
http://www.formsthatwork.com/files/Articles/dropdown.pdf
90
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Questionnaire
Likert had several types
of response format in his scales
Likert, Rensis. (1932). A Technique for the Measurement of Attitudes.
Archives of Psychology, 140, 1–55.
91
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Questionnaire
You can find an academic paper to
support almost any number of response points
Krosnick, J. A. and S. Presser (2009). Question and Questionnaire Design.
Handbook of Survey Research (2nd Edition) J. D. Wright and P. V. Marsden, Elsevier.
http://bit.ly/KNWlio
92
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Questionnaire
Grids are often full of problems
at all four steps
93
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Questionnaire
Grids are a major cause of
survey drop-out
35%
20%
20%
15%
5%
5%
Total incompletes across the 'main' section of the questionnaire
(after the introduction stage)
Subject Matter
Media Downloads
Survey Length
Large Grids
Open Questions
Other
Source: Database of 3 million+ web surveys conducted by Lightspeed Research/Kantar
From Coombe, R., Jarrett, C. and Johnson, A. (2010) “Usability testing of market research surveys” ESRA Lausanne
94
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Questionnaire
But it’s the topic that matters most
35%
20%
20%
15%
5%
5%
Total incompletes across the 'main' section of the questionnaire
(after the introduction stage)
Subject Matter
Media Downloads
Survey Length
Large Grids
Open Questions
Other
Source: Database of 3 million+ web surveys conducted by Lightspeed Research/Kantar
From Coombe, R., Jarrett, C. and Johnson, A. (2010) “Usability testing of market research surveys” ESRA Lausanne
95
Questionnaire
Tip Test your questions by
interviewing in context
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96
Caroline Jarrett @cjforms
Your answers to this survey
are important for our work
But what’s in it for
me? And I’m really
ready for a break.
97
Agenda
Lunch
Fieldwork
Break
Responses Insights
Finish
QuestionnaireQuestions
Goals Sample
Introductions
Break
98
Caroline Jarrett @cjforms
99
Goals
Sample
Goals and sample for the
survey
• We’ve had this request for help with a survey
• We’ll be having a meeting to discuss the survey
• Decide on the topics you’ll want to discuss at the meeting
• Also, prepare a suggestion for the Most Crucial Question
100
Questions
Write a good question
We have discussed some possible questions
Decide on the question you will ask
Check that users can:
- Read and understand it
- Find the answer
- Judge the answer
101
Questionnaire
Make a questionnaire
Make a paper version of your questionnaire
(We’ll be testing the questionnaires a bit later)
102
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The survey process
103
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
Clean the
data
Responses
Answers
Analyse and
present the
results
Insights
Decisions
Test the
questions
Questions
Questions
people can
answer
Run the
survey from
invitation to
follow-up
Fieldwork
People who
actually
answer
Build the
questionnaire
Questionnaire
Questions
people can
interact with
Caroline Jarrett @cjforms (CC) BY SA-4.0
The survey process
Fieldwork
Run the
survey from
invitation to
follow-up
People who
actually
answer
104
Caroline Jarrett @cjforms
Fieldwork
105
Caroline Jarrett @cjforms
Fieldwork
106
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Fieldwork
Recap: Response relies on
effort, reward, and trust
People will only respond if they trust
you. After that, it's a balance between
the perceived reward from filling in the
survey compared to the perceived
effort that's required. Strangely
enough, if a reward seems 'too good to
be true' that can also reduce the
response.
Diagram from Jarrett, C, and Gaffney, G (2008) “Forms that work: Designing web forms for usability”
inspired by Dillman, D.A. (2000) “Internet, Mail and Mixed Mode Surveys: The Tailored Design Method”
107
Caroline Jarrett @cjforms (CC) BY SA-4.0
Fieldwork
The elements of a good invitation
• Trust:
– Say who you are
– Say why you’ve contacted this person
specifically
• Perceived reward:
– Explain the purpose of the survey
– Explain why this person’s responses
will help that purpose
– If there is an incentive, offer it
• Perceived effort:
– Outline the topic of the survey
– Say when the survey will close
– Do NOT say how long it will take
• (unless you have tested the heck out of it and are extremely
sure that you know the answer)
108
Fieldwork
Write the invitation
and thank-you
• Hints:
– the invitation can be part of the questionnaire
– thank-you is on a separate page
109
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Fieldwork
Test it: pilot study
• Run the survey from invitation to the follow-up
• Look for mechanical problems like wrong link in the
invitation, no thank-you page
• Find out what your response rate is
so that you can work out your sample size
“If you don’t have time to do
a pilot study, you don’t have
time to do the survey” 110
Fieldwork
Test it
111
Fieldwork
Report back on your
questionnaire
112
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Fieldwork
Think about the test and iterate
• Are the people you tested with representative?
• Did you test the whole survey
– From invitation to follow up?
– Including the analysis of responses?
– Including finding out whether you can make the decision?
• What do you need to change for the next version?
113
Agenda
Responses Insights
Finish
Break
Goals Sample
Fieldwork
QuestionnaireQuestions
Introductions
Break
Lunch
114
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The survey process
115
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
Clean the
data
Responses
Answers
Analyse and
present the
results
Insights
Decisions
Test the
questions
Questions
Questions
people can
answer
Run the
survey from
invitation to
follow-up
Fieldwork
People who
actually
answer
Build the
questionnaire
Questionnaire
Questions
people can
interact with
Caroline Jarrett @cjforms (CC) BY SA-4.0
The survey process
Responses
Clean the
data
Answers
116
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The answers that you get will tell you
whether you had good questions
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@cjforms
(CC) BY SA-4.0
Measurement error:
Mismatches between the
questions you ask and the
answers people actually give you
Caroline Jarrett @cjforms
Responses
118
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Responses
Clean your data
• Look for gaps and missing entries
• Remove any (unintended) duplicate responses
• Read the answers to make sure that
they make sense compared to the questions
Adapted from Boslaugh, S. and P. A. Watters (2008)
Statistics in a nutshell O’Reilly119
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Responses
Decide whose answers to include
Adjustment error:
Problems when deciding whether
to include or exclude someone’s
answers
Caroline Jarrett
@cjforms
(CC) BY SA-4.0
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
Look after your data
• Data analysis can take a long time;
you won’t want to repeat it
– Make copies of your data, especially before any drastic change
– ‘Undo’ doesn’t always work on large files
• Make notes of what you did
– It helps if you have to defend your conclusions
– It’s hard to remember
the details a year later
Image credit: Shutterstock
121
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
Decide what to do when people
have skipped questions or dropped out
1. Remove the whole of that person’s response
2. Use the partial responses, and accept that your number
of responses is lower for some questions
3. Calculate an “imputed value”
– Include a flag showing that the value is calculated
– Estimate the most likely value using the other data
122
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
If you’re losing people,
have you still got representativeness?
123
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
You can interpret data well – or poorly
Processing error:
Bad choices about how to interpret
the answers
Caroline Jarrett
@cjforms
(CC) BY SA-4.0
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
Typing in the answers = coding
Image credit: https://www.census.gov/history/www/census_then_now/notable_alumni/herman_hollerith.html
125
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
If you ask for answers,
you have to read and think about them
126
Responses
Coding example 1
• A survey asked ‘where do you live?’
It had a free text box for countries outside the UK.
• These are example answers.
How would you code them for processing?
CZ
Czech
Czech Republic
DEMOCRATIC REPUBLIC OF CONGO
Denmark
Dhaka, Bangladesh
127
Responses
Coding example 1
• My coding answers
CZ Czech Republic
Czech Czech Republic
Czech Republic Czech Republic
DEMOCRATIC REPUBLIC OF CONGO Democratic Republic of Congo
Denmark Denmark
Dhaka, Bangladesh Bangladesh
128
Responses
Coding example 2
• Some more answers from the same survey.
How would you code them for processing?
Dubai, UAE
Dubai, United Arab Emirates
E Africa
Ecuador
Egypt
Egypt and we have an office in London
el salvador
129
Responses
Coding example 2
• My coding answers
Dubai, UAE United Arab Emirates
Dubai, United Arab Emirates United Arab Emirates
E Africa Africa
Ecuador Ecuador
Egypt Egypt
Egypt and we have an office in London Egypt
el salvador El Salvador
130
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
Coding example 3
• Some more examples
Home is in Thailand currently working in Vietnam on Temporary
Residence Card
I am consultant/engineer and I work in Spain and Portugal.
KYRGYZSTAN NOW IS IN KAZAKHSTAN
Live in North East England but live in Makeni, Sierra Leone for about
4 months of every year
No fixed abode at present but mainly in Turkey, Malaysia and
Thailand
131
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
CAQDAS tools are available
(but are a big challenge)
Before buying one, read this site:
http://www.surrey.ac.uk/sociology/research/
researchcentres/caqdas/support/choosing/index.htm
http://bit.ly/Surrey1234
Image credit: http://www.surrey.ac.uk/sociology/research/researchcentres/caqdas/support/choosing/index.htm
132
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
Wordle from a survey
on usability certification
133
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
Wordle.net example: in favour of Facebook
134
Caroline Jarrett @cjforms (CC) BY SA-4.0
Responses
Another: against Facebook
135
Caroline Jarrett @cjforms (CC) BY SA-4.0
The survey process
136
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
Clean the
data
Responses
Answers
Analyse and
present the
results
Insights
Decisions
Test the
questions
Questions
Questions
people can
answer
Run the
survey from
invitation to
follow-up
Fieldwork
People who
actually
answer
Build the
questionnaire
Questionnaire
Questions
people can
interact with
Caroline Jarrett @cjforms (CC) BY SA-4.0
The survey process
Insights
Analyse and
present the
results
Decisions
137
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Explore your data and ask questions
138
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Explore your data and ask questions
139
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Use graphs and charts to
understand relationships in the data
Anscombe, F. J.. (1973). Graphs in Statistical Analysis. The American Statistician, 27(1), 17–21. http://doi.org/10.2307/2682899
140
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Two datasets, same summaries
• X Mean: 54.26
• Y Mean: 47.83
• X SD: 16.76
• Y SD: 26.93
• Corr.: -0.06
https://twitter.com/JustinMatejka/status/770682771656368128
141
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Justin Matejka’s dataset
0
10
20
30
40
50
60
70
80
90
100
0 20 40 60 80 100
y
https://twitter.com/JustinMatejka/status/770682771656368128
142
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Alberto Cairo’s dataset
0
10
20
30
40
50
60
70
80
90
100
0 20 40 60 80 100 120
y-dino
https://twitter.com/JustinMatejka/status/770682771656368128
143
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Use descriptive statistics
to explore numerical data
• Most seen for statistics
– Mean (arithmetic average)
– Standard deviation (spread of answers)
• Useful for thinking about the data
– Range (lowest to highest)
– Mode (most common answer)
144
Insights
A ‘Like / Dislike’ question got these responses
Strongly dislike 2
Dislike 6
Neither dislike nor like 14
Like 31
Strongly like 13
Total responses 66
Please work out:
the percentage of respondents who ‘like’
145
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
There are many ways to combine
ratings into means and percentages
• 47% 31 ticked ‘like’ so 31/66 = 47%
• 67% ‘Top box’ / ‘top 2 box’ uses the positive responses
• 68% ‘0 to 4’ weights responses: 0%, 25%, 50%, 75%, 100%
• 74% ‘1 to 5’ weights responses: 1, 2, 3, 4, 5 (then divide by 5)
• 36% ‘-1 to 1’ weights responses: -100%, -50%, 0, 50%, 100%
67% 68% 74% 36%
146
Caroline Jarrett @cjforms (CC) BY SA-4.0
Insights
Net Promoter Score™
has a special analysis method
Image credit: https://www.netpromoter.com/know/147
Caroline Jarrett @cjforms
Asking
the right
question
Asking the
right people
Choose whichever
method you like,
but you must
make the choice
when you decide on
the goals of the survey
148
Caroline Jarrett @cjforms (CC) BY SA-4.0
The survey process
149
Establish
your goals
for the
survey
Goals
Questions
you need
answers to
Decide who
to ask and
how many
People you
will invite to
answer
Sample
Clean the
data
Responses
Answers
Analyse and
present the
results
Insights
Decisions
Test the
questions
Questions
Questions
people can
answer
Run the
survey from
invitation to
follow-up
Fieldwork
People who
actually
answer
Build the
questionnaire
Questionnaire
Questions
people can
interact with
Caroline Jarrett @cjforms (CC) BY SA-4.0
All the topics are connected
Goals
Sample
Questionnaire
Fieldwork
Caroline Jarrett
@cjforms
(CC) BY SA-4.0
Response
Insight
Response
Questions
150
Caroline Jarrett @cjforms (CC) BY SA-4.0
The aim is to get the best number you
can, within the resources you have
What you want to ask about
The reason you’re doing it
The questions you ask
The answers you get
The answers you use
The number
Who you want to ask
The list that you sample from
The sample you ask
The ones who answer
The ones whose answers
you can use
Caroline Jarrett @cjforms (CC) BY SA-4.0
151
Caroline Jarrett @cjforms (CC) BY SA-4.0
The aim is to get the best number you
can, within the resources you have
What you want to ask about
The reason you’re doing it
The questions you ask
The answers you get
The answers you use
The number
Who you want to ask
The list that you sample from
The sample you ask
The ones who answer
The ones whose answers
you can use
Caroline Jarrett @cjforms (CC) BY SA-4.0
152
Caroline Jarrett @cjforms
153
Total Survey Error diagram as presented in
Groves, R. M., F. J. Fowler, M. P. Couper, J. M.
Lepkowski, E. Singer and R. Tourangeau (2009).
Survey methodology. Hoboken, N.J., Wiley.
Caroline Jarrett @cjforms
Asking one
person the
right question
is better than
Asking 10,000
people the
wrong question
154
Caroline Jarrett @cjforms (CC) BY SA-4.0
Should I do this survey?
Do I know how I’m going to use the answers?
Is a survey the right way to get the answers?
Do I have time to test and to iterate?
Do people have answers to these questions?
Do people want to respond to my request?Yes
Yes
Yes
Yes
GoYes
155
Caroline Jarrett @cjforms (CC) BY SA-4.0
Caroline Jarrett
Twitter @cjforms
http://www.slideshare.net/cjforms
carolinej@effortmark.co.uk
156
Caroline Jarrett @cjforms (CC) BY SA-4.0
Some tests to make sure it’s a good one
Establish
your goals for
the survey
Know the
decisions
that you’ll
make
Find out what
people want
to tell you by
interviewing
Goals
Decide who
to ask and
how many
Check that the
list of people to
ask is
representative
Find out your
response rate
with a pilot
study
Sample
Test the
questions
and build the
questionnaire
Test the
questions in
cognitive
interviewing
Usability test
of the
questionnaire
Questions
Run the
survey from
invitation to
follow-up
Do a pilot
study (again)
to check
everything
from
invitation to
insights
Fieldwork
Clean the
data
Check the
responses as
they arrive
Check that the
answers are
representative
Responses
Analyse and
present the
results
Ask:
‘so what’?
Iterate and
improve
Insights

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Survey that work LibDesign2016 @cjforms

  • 1. Surveys that work Caroline Jarrett @cjforms 2016 #surveysthatwork An introduction to using survey methods
  • 2. Caroline Jarrett @cjforms 2 Let’s find out about our experience
  • 3. Caroline Jarrett @cjforms (CC) BY SA-4.0 Fill in this questionnaire 1. How many surveys have you run? NONE 1 to 5 6 to 10 more than 10 2. What is your top tip for a better survey, based on experience of writing or answering? __________________________________ __________________________________ Jarrett, C. and Bachmann, K (2002) Creating Effective User Surveys, 49th Society for Technical Communication Conference, Nashville TN USA
  • 5. Caroline Jarrett @cjforms (CC) BY SA-4.0 Try this as an interview 1. How many surveys have you run? NONE 1 to 5 6 to 10 more than 10 2. What is your top tip for a better survey, based on experience of writing or answering? __________________________________ __________________________________ Jarrett, C. and Bachmann, K (2002) Creating Effective User Surveys, 49th Society for Technical Communication Conference, Nashville TN USA
  • 6. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process 6 Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample Clean the data Responses Answers Analyse and present the results Insights Decisions Test the questions Questions Questions people can answer Run the survey from invitation to follow-up Fieldwork People who actually answer Build the questionnaire Questionnaire Questions people can interact with
  • 8. Caroline Jarrett @cjforms The survey is a systematic method for gathering information from (a sample of) entities for the purpose of constructing quantitative descriptors of the attributes of the larger population of which the entities are members. Groves, Robert M.; Fowler, Floyd J.; Couper, Mick P.; Lepkowski, James M.; Singer, Eleanor & Tourangeau, Roger (2004).Survey methodology. Hoboken, NJ: John Wiley & Sons.
  • 9. Caroline Jarrett @cjforms The survey is a process for gathering information from (a sample of) entities for the purpose of constructing quantitative descriptors of the attributes of the larger population of which the entities are members.
  • 10. Caroline Jarrett @cjforms The survey is a process for getting answers to questions from (a sample of) entities for the purpose of constructing quantitative descriptors of the attributes of the larger population of which the entities are members.
  • 11. Caroline Jarrett @cjforms The survey is a process for getting answers to questions from (a sample of) people for the purpose of constructing quantitative descriptors of the attributes of the larger population of which the entities are members.
  • 12. Caroline Jarrett @cjforms The survey is a process for getting answers to questions from (a sample of) people for the purpose of getting numbers of the attributes of the larger population of which the entities are members.
  • 13. Caroline Jarrett @cjforms The survey is a process for getting answers to questions from (a sample of) people for the purpose of getting numbers that you can use to make decisions Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 14. Caroline Jarrett @cjforms The survey is a process for getting answers to questions To make decisions People getting numbers Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 15. Caroline Jarrett @cjforms (CC) BY SA-4.0 15 The aim of a survey is to get a number that helps you to make a decision
  • 16. Caroline Jarrett @cjforms (CC) BY SA-4.0 16 The aim of a survey is to get a number that helps you to make a decision Goals Sample Fieldwork Responses Insights Questionnaire Questions
  • 18. Caroline Jarrett @cjforms Asking the right question Asking the right people 18
  • 20. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process 20 Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample Clean the data Responses Answers Analyse and present the results Insights Decisions Test the questions Questions Questions people can answer Run the survey from invitation to follow-up Fieldwork People who actually answer Build the questionnaire Questionnaire Questions people can interact with
  • 21. Agenda Introductions Goals and sample Questions and questionnaire 12:30 Lunch Fieldwork Responses and Insights 16:30 Finish 21
  • 22. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process Goals Establish your goals for the survey Questions you need answers to Goals 22
  • 24. Caroline Jarrett @cjforms (CC) BY SA-4.0 Establish your goals for the research Goals 24 What do you want to know?
  • 25. Caroline Jarrett @cjforms (CC) BY SA-4.0 Establish your goals for the research Goals What do you want to know? Why do you want to know? 25
  • 26. Caroline Jarrett @cjforms (CC) BY SA-4.0 Establish your goals for the research What do you want to know? Why do you want to know? What decisions will you make based on these answers? Goals 26
  • 27. Caroline Jarrett @cjforms (CC) BY SA-4.0 Goals What are Apple’s goals for the survey? What do they want to know? Why do they want to know it? What decisions will they make as a result of the survey?
  • 28. Caroline Jarrett @cjforms 28 Image credit: http://www.census.gov/history/www/genealogy/decennial_census_records/ Goals
  • 29. Caroline Jarrett @cjforms (CC) BY SA-4.0 Goals 1950s mindset: “Ask Everything” Survey = Big Honkin’ Survey
  • 30. Caroline Jarrett @cjforms (CC) BY SA-4.0 Goals 2016 mindset: the Light Touch survey • Choose ONE question • Find ONE person • Ask the question, face-to-face • See if you can make ONE decision • Improve, iterate, increase 30
  • 31. Caroline Jarrett @cjforms (CC) BY SA-4.0 Goals This one-box survey asks one open question 31
  • 32. Caroline Jarrett @cjforms Goals One way to iterate, improve, increase Time for new question Caroline Jarrett @cjforms (CC) BY SA-4.0 32
  • 33. Caroline Jarrett @cjforms (CC) BY SA-4.0 Goals What’s the Most Crucial Question? • We want to ask the fewest questions that will help us to make the decision so we need to know which are the most useful questions • Even better: know the specific Most Crucial Question • A Most Crucial Question has a numeric answer 33
  • 34. Caroline Jarrett @cjforms Goals Another way: narrow downLots of questions Useful questions MCQ Caroline Jarrett @cjforms (CC) BY SA-4.0 34
  • 35. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample 35
  • 36. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Asking the right people is better than asking lots of people Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample: the list you sample from 36
  • 37. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Choose a good list Coverage error: Mismatch between the people you want to ask and the list you choose to sample from Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 39. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Difference between response, response rate and representativeness Concept Definition Example Response Number of answers 5,000 Response rate Response divided by the number of invitations 10% Representativeness Whether respondents you get are typical of the users you want Image credit: North Korean flag, http://commons.wikimedia.org/wiki/File:Flag_of_North_Korea.svg 39
  • 40. Sample Did we get answers from the right people? Is this sample representative? Image credit: Caroline Jarrett / CorelDraw 40
  • 41. Sample Population of assorted birds Is this sample representative? Image credit: Caroline Jarrett / CorelDraw 41
  • 42. Caroline Jarrett @cjforms Goals Iterate, improve, increase to understand the people you want to ask Caroline Jarrett @cjforms (CC) BY SA-4.0 42
  • 43. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Decide how to target the correct people • Go where they are • Use a list • Buy a sample • Send and hope • Try a ‘snowball’ Image credit: Flickr sunchild57 43
  • 44. Caroline Jarrett @cjforms (CC) BY SA-4.0 Fieldwork Non-response error is the one that hurts Non-response error: The ones who answer differ from the ones you ask in a way that affects the survey statistic Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 45. Fieldwork Let’s try the toothpaste Image credit: Caroline Jarrett 45
  • 47. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample I wanted to tell them something • Perceived effort: three questions is OK • Perceived reward: the opportunity to tell them something • Trust: Probably enough 47
  • 48. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Response depends on effort, reward and trust People will only respond if they trust you. After that, it's a balance between the perceived reward from filling in the survey compared to the perceived effort that's required. Strangely enough, if a reward seems 'too good to be true' that can also reduce the response. Diagram from Jarrett, C, and Gaffney, G (2008) “Forms that work: Designing web forms for usability” inspired by Dillman, D.A. (2000) “Internet, Mail and Mixed Mode Surveys: The Tailored Design Method” 48
  • 49. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Response relies on effort, reward, and trust 49
  • 50. Sample An example survey • Jane went shopping for a iPhone cover for her daughter’s phone. There was very little choice, but they found one that was OK. Then there weren’t any tills. “The experience was surprisingly poor for such a big brand” • Will Jane decide to answer the survey? 50
  • 52. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Your views What is the perceived effort? What is the perceived reward? What about trust?
  • 53. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample There’s often a ‘zone of indifference’ Hate it Love it 53
  • 54. Caroline Jarrett @cjforms (CC) BY SA-4.0 Jane had a question for Apple Burning Issue Why don’t you have tills? 54
  • 55. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample What do people want to tell you? Burning Issues 55
  • 56. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Overcome the ‘Zone of Indifference’ by asking about the Burning Issues 56
  • 57. Caroline Jarrett @cjforms (CC) BY SA-4.0 Sample Think about the people you want to ask • Who are they? • How will you find them? • Do they want to answer your questions? • What do they want to tell you? 57
  • 58. Caroline Jarrett @cjforms (CC) BY SA-4.0 There is always sampling error Sampling error: Ask a sample instead of asking everyone Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 59. Caroline Jarrett @cjforms (CC) BY SA-4.0 If you get all the other decisions right, then you can calculate a margin of error 59
  • 60. Caroline Jarrett @cjforms (CC) BY SA-4.0 Ask fewer people to get better response Sample: the number of people to ask Caroline Jarrett @cjforms (CC) BY SA-4.0 60
  • 61. Caroline Jarrett @cjforms (CC) BY SA-4.0 Try mail, phone or face-to-face for better response rates Fieldwork: Who answers? Caroline Jarrett @cjforms (CC) BY SA-4.0 61
  • 62. Caroline Jarrett @cjforms (CC) BY SA-4.0 We don’t just want answers, we want representative answers Response Caroline Jarrett @cjforms (CC) BY SA-4.0 62
  • 63. Caroline Jarrett @cjforms Asking the right question Asking the right people 63
  • 64. Caroline Jarrett @cjforms Asking one person the right question is better than Asking 10,000 people the wrong question 64
  • 65. Caroline Jarrett @cjforms (CC) BY SA-4.0 A survey is only valid if the questions match the reason you’re doing it Lack of validity: mismatch between what you ask and what you need to know Caroline Jarrett @cjforms (CC) BY SA-4.0 65
  • 66. Caroline Jarrett @cjforms (CC) BY SA-4.0 Here is a question from that survey Are you aware that you can upgrade your contract or activate an iPhone on a rate plan with a mobile carrier directly at the Apple Store? Apple Most Crucial Question? 66
  • 67. Caroline Jarrett @cjforms (CC) BY SA-4.0 Most Crucial Question meets Burning Issue Apple Are you aware that you can upgrade your contract or activate an iPhone on a rate plan with a mobile carrier directly at the Apple Store? Why don’t they have tills? 67
  • 68. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process People you will invite to answer Establish your goals for the survey Goals Questions you need answers to Sample Decide who to ask and how many Test the questions Questions Questions people can answer 68
  • 70. Caroline Jarrett @cjforms Questions In your last five days at work, what percentage of your work time do you estimate that you spent using publicly- available online services (not including email, instant messaging, and search) to do your work using a work computer or other device? % Caroline Jarrett @cjforms (CC) BY SA-4.0 70
  • 71. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions Helps a lot if you ask good questions Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions: What are you asking about? How many questions? 71
  • 72. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions There are four steps to answer a question Understand Find Judge Place Adapted from Tourangeau, R., Rips, L. J. and Rasinski, K. A. (2000) “The psychology of survey response”
  • 73. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions There are four steps to answer a question Step A good question … 1. Read and understand is legible and makes sense 2. Find an answer asks for answers that we know 3. Judge the answer asks for answers we’re happy to reveal 4. Place the answer offers appropriate spaces for the answers Adapted from Tourangeau, R., Rips, L. J. and Rasinski, K. A. (2000) “The psychology of survey response”
  • 74. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions Four step examples: 1: read and understand 74
  • 75. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions Four step examples: 1: read and understand Hermann grid illusion 75
  • 76. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions Four step examples: 2: find the answer In your last five days at work, what percentage of your work time do you estimate that you spend using publicly- available online services (not including email, instant messaging and search) to do your work using a work computer or other device? 76
  • 77. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions The approximate curve of forgetting
  • 78. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions Four step examples: 3: judge the answer 78
  • 79. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions Four step examples: 4: place the answer 79
  • 81. Write a better version of this question In your last five days at work, what percentage of your work time do you estimate that you spent using publicly- available online services (not including email, instant messaging, and search) to do your work using a work computer or other device? % Caroline Jarrett @cjforms (CC) BY SA-4.0 81
  • 82. Caroline Jarrett @cjforms On your most recent working day, what percentage of time did you spend using the Internet? % Caroline Jarrett @cjforms (CC) BY SA-4.0 82
  • 83. Caroline Jarrett @cjforms Do you use the Internet for your work? Yes No Other Caroline Jarrett @cjforms (CC) BY SA-4.0 83
  • 84. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questions Write good questions • Mix question types: choice and open • Avoid leading questions • Present one question at a time • Keep positive; negatives are harder to understand • Ask questions that users can answer Image credit: shutterstock.com 84
  • 85. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample Test the questions Questions Questions people can answer Build the questionnaire Questionnaire Questions people can interact with 85
  • 86. Caroline Jarrett @cjforms (CC) BY SA-4.0 A good question gets good answers Measurement error: Mismatches between the questions you ask and the answers that people give you Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 87. Caroline Jarrett @cjforms Questionnaire Caroline Jarrett @cjforms (CC) BY SA-4.0 87
  • 88. Caroline Jarrett @cjforms Questionnaire "Phone photography" by Petar Milošević - Own work. Licensed under CC BY-SA 3.0 via Commons - https://commons.wikimedia.org/wiki/File:Pho ne_photography.jpg#/media/File:Phone_phot ography.jpg Modified by Caroline Jarrett 88
  • 89. Questionnaire Tip Always allow for ‘other’ Design by @RickyBuchanan; t-shirt from nopitycity.com or zazzle.co.uk 89
  • 90. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questionnaire “Place the answer” is also about using the right widget to collect the answer Use For Radio buttons A single known answer Check boxes Multiple known answers Text boxes Unknown answers Allen Miller, S. J. and Jarrett, C. (2001) “Should I use a drop-down?” http://www.formsthatwork.com/files/Articles/dropdown.pdf 90
  • 91. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questionnaire Likert had several types of response format in his scales Likert, Rensis. (1932). A Technique for the Measurement of Attitudes. Archives of Psychology, 140, 1–55. 91
  • 92. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questionnaire You can find an academic paper to support almost any number of response points Krosnick, J. A. and S. Presser (2009). Question and Questionnaire Design. Handbook of Survey Research (2nd Edition) J. D. Wright and P. V. Marsden, Elsevier. http://bit.ly/KNWlio 92
  • 93. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questionnaire Grids are often full of problems at all four steps 93
  • 94. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questionnaire Grids are a major cause of survey drop-out 35% 20% 20% 15% 5% 5% Total incompletes across the 'main' section of the questionnaire (after the introduction stage) Subject Matter Media Downloads Survey Length Large Grids Open Questions Other Source: Database of 3 million+ web surveys conducted by Lightspeed Research/Kantar From Coombe, R., Jarrett, C. and Johnson, A. (2010) “Usability testing of market research surveys” ESRA Lausanne 94
  • 95. Caroline Jarrett @cjforms (CC) BY SA-4.0 Questionnaire But it’s the topic that matters most 35% 20% 20% 15% 5% 5% Total incompletes across the 'main' section of the questionnaire (after the introduction stage) Subject Matter Media Downloads Survey Length Large Grids Open Questions Other Source: Database of 3 million+ web surveys conducted by Lightspeed Research/Kantar From Coombe, R., Jarrett, C. and Johnson, A. (2010) “Usability testing of market research surveys” ESRA Lausanne 95
  • 96. Questionnaire Tip Test your questions by interviewing in context Caroline Jarrett @cjforms (CC) BY SA-4.0 96
  • 97. Caroline Jarrett @cjforms Your answers to this survey are important for our work But what’s in it for me? And I’m really ready for a break. 97
  • 100. Goals Sample Goals and sample for the survey • We’ve had this request for help with a survey • We’ll be having a meeting to discuss the survey • Decide on the topics you’ll want to discuss at the meeting • Also, prepare a suggestion for the Most Crucial Question 100
  • 101. Questions Write a good question We have discussed some possible questions Decide on the question you will ask Check that users can: - Read and understand it - Find the answer - Judge the answer 101
  • 102. Questionnaire Make a questionnaire Make a paper version of your questionnaire (We’ll be testing the questionnaires a bit later) 102
  • 103. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process 103 Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample Clean the data Responses Answers Analyse and present the results Insights Decisions Test the questions Questions Questions people can answer Run the survey from invitation to follow-up Fieldwork People who actually answer Build the questionnaire Questionnaire Questions people can interact with
  • 104. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process Fieldwork Run the survey from invitation to follow-up People who actually answer 104
  • 107. Caroline Jarrett @cjforms (CC) BY SA-4.0 Fieldwork Recap: Response relies on effort, reward, and trust People will only respond if they trust you. After that, it's a balance between the perceived reward from filling in the survey compared to the perceived effort that's required. Strangely enough, if a reward seems 'too good to be true' that can also reduce the response. Diagram from Jarrett, C, and Gaffney, G (2008) “Forms that work: Designing web forms for usability” inspired by Dillman, D.A. (2000) “Internet, Mail and Mixed Mode Surveys: The Tailored Design Method” 107
  • 108. Caroline Jarrett @cjforms (CC) BY SA-4.0 Fieldwork The elements of a good invitation • Trust: – Say who you are – Say why you’ve contacted this person specifically • Perceived reward: – Explain the purpose of the survey – Explain why this person’s responses will help that purpose – If there is an incentive, offer it • Perceived effort: – Outline the topic of the survey – Say when the survey will close – Do NOT say how long it will take • (unless you have tested the heck out of it and are extremely sure that you know the answer) 108
  • 109. Fieldwork Write the invitation and thank-you • Hints: – the invitation can be part of the questionnaire – thank-you is on a separate page 109
  • 110. Caroline Jarrett @cjforms (CC) BY SA-4.0 Fieldwork Test it: pilot study • Run the survey from invitation to the follow-up • Look for mechanical problems like wrong link in the invitation, no thank-you page • Find out what your response rate is so that you can work out your sample size “If you don’t have time to do a pilot study, you don’t have time to do the survey” 110
  • 112. Fieldwork Report back on your questionnaire 112
  • 113. Caroline Jarrett @cjforms (CC) BY SA-4.0 Fieldwork Think about the test and iterate • Are the people you tested with representative? • Did you test the whole survey – From invitation to follow up? – Including the analysis of responses? – Including finding out whether you can make the decision? • What do you need to change for the next version? 113
  • 115. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process 115 Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample Clean the data Responses Answers Analyse and present the results Insights Decisions Test the questions Questions Questions people can answer Run the survey from invitation to follow-up Fieldwork People who actually answer Build the questionnaire Questionnaire Questions people can interact with
  • 116. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process Responses Clean the data Answers 116
  • 117. Caroline Jarrett @cjforms (CC) BY SA-4.0 The answers that you get will tell you whether you had good questions Caroline Jarrett @cjforms (CC) BY SA-4.0 Measurement error: Mismatches between the questions you ask and the answers people actually give you
  • 119. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Clean your data • Look for gaps and missing entries • Remove any (unintended) duplicate responses • Read the answers to make sure that they make sense compared to the questions Adapted from Boslaugh, S. and P. A. Watters (2008) Statistics in a nutshell O’Reilly119
  • 120. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Decide whose answers to include Adjustment error: Problems when deciding whether to include or exclude someone’s answers Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 121. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Look after your data • Data analysis can take a long time; you won’t want to repeat it – Make copies of your data, especially before any drastic change – ‘Undo’ doesn’t always work on large files • Make notes of what you did – It helps if you have to defend your conclusions – It’s hard to remember the details a year later Image credit: Shutterstock 121
  • 122. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Decide what to do when people have skipped questions or dropped out 1. Remove the whole of that person’s response 2. Use the partial responses, and accept that your number of responses is lower for some questions 3. Calculate an “imputed value” – Include a flag showing that the value is calculated – Estimate the most likely value using the other data 122
  • 123. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses If you’re losing people, have you still got representativeness? 123
  • 124. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses You can interpret data well – or poorly Processing error: Bad choices about how to interpret the answers Caroline Jarrett @cjforms (CC) BY SA-4.0
  • 125. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Typing in the answers = coding Image credit: https://www.census.gov/history/www/census_then_now/notable_alumni/herman_hollerith.html 125
  • 126. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses If you ask for answers, you have to read and think about them 126
  • 127. Responses Coding example 1 • A survey asked ‘where do you live?’ It had a free text box for countries outside the UK. • These are example answers. How would you code them for processing? CZ Czech Czech Republic DEMOCRATIC REPUBLIC OF CONGO Denmark Dhaka, Bangladesh 127
  • 128. Responses Coding example 1 • My coding answers CZ Czech Republic Czech Czech Republic Czech Republic Czech Republic DEMOCRATIC REPUBLIC OF CONGO Democratic Republic of Congo Denmark Denmark Dhaka, Bangladesh Bangladesh 128
  • 129. Responses Coding example 2 • Some more answers from the same survey. How would you code them for processing? Dubai, UAE Dubai, United Arab Emirates E Africa Ecuador Egypt Egypt and we have an office in London el salvador 129
  • 130. Responses Coding example 2 • My coding answers Dubai, UAE United Arab Emirates Dubai, United Arab Emirates United Arab Emirates E Africa Africa Ecuador Ecuador Egypt Egypt Egypt and we have an office in London Egypt el salvador El Salvador 130
  • 131. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Coding example 3 • Some more examples Home is in Thailand currently working in Vietnam on Temporary Residence Card I am consultant/engineer and I work in Spain and Portugal. KYRGYZSTAN NOW IS IN KAZAKHSTAN Live in North East England but live in Makeni, Sierra Leone for about 4 months of every year No fixed abode at present but mainly in Turkey, Malaysia and Thailand 131
  • 132. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses CAQDAS tools are available (but are a big challenge) Before buying one, read this site: http://www.surrey.ac.uk/sociology/research/ researchcentres/caqdas/support/choosing/index.htm http://bit.ly/Surrey1234 Image credit: http://www.surrey.ac.uk/sociology/research/researchcentres/caqdas/support/choosing/index.htm 132
  • 133. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Wordle from a survey on usability certification 133
  • 134. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Wordle.net example: in favour of Facebook 134
  • 135. Caroline Jarrett @cjforms (CC) BY SA-4.0 Responses Another: against Facebook 135
  • 136. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process 136 Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample Clean the data Responses Answers Analyse and present the results Insights Decisions Test the questions Questions Questions people can answer Run the survey from invitation to follow-up Fieldwork People who actually answer Build the questionnaire Questionnaire Questions people can interact with
  • 137. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process Insights Analyse and present the results Decisions 137
  • 138. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Explore your data and ask questions 138
  • 139. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Explore your data and ask questions 139
  • 140. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Use graphs and charts to understand relationships in the data Anscombe, F. J.. (1973). Graphs in Statistical Analysis. The American Statistician, 27(1), 17–21. http://doi.org/10.2307/2682899 140
  • 141. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Two datasets, same summaries • X Mean: 54.26 • Y Mean: 47.83 • X SD: 16.76 • Y SD: 26.93 • Corr.: -0.06 https://twitter.com/JustinMatejka/status/770682771656368128 141
  • 142. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Justin Matejka’s dataset 0 10 20 30 40 50 60 70 80 90 100 0 20 40 60 80 100 y https://twitter.com/JustinMatejka/status/770682771656368128 142
  • 143. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Alberto Cairo’s dataset 0 10 20 30 40 50 60 70 80 90 100 0 20 40 60 80 100 120 y-dino https://twitter.com/JustinMatejka/status/770682771656368128 143
  • 144. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Use descriptive statistics to explore numerical data • Most seen for statistics – Mean (arithmetic average) – Standard deviation (spread of answers) • Useful for thinking about the data – Range (lowest to highest) – Mode (most common answer) 144
  • 145. Insights A ‘Like / Dislike’ question got these responses Strongly dislike 2 Dislike 6 Neither dislike nor like 14 Like 31 Strongly like 13 Total responses 66 Please work out: the percentage of respondents who ‘like’ 145
  • 146. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights There are many ways to combine ratings into means and percentages • 47% 31 ticked ‘like’ so 31/66 = 47% • 67% ‘Top box’ / ‘top 2 box’ uses the positive responses • 68% ‘0 to 4’ weights responses: 0%, 25%, 50%, 75%, 100% • 74% ‘1 to 5’ weights responses: 1, 2, 3, 4, 5 (then divide by 5) • 36% ‘-1 to 1’ weights responses: -100%, -50%, 0, 50%, 100% 67% 68% 74% 36% 146
  • 147. Caroline Jarrett @cjforms (CC) BY SA-4.0 Insights Net Promoter Score™ has a special analysis method Image credit: https://www.netpromoter.com/know/147
  • 148. Caroline Jarrett @cjforms Asking the right question Asking the right people Choose whichever method you like, but you must make the choice when you decide on the goals of the survey 148
  • 149. Caroline Jarrett @cjforms (CC) BY SA-4.0 The survey process 149 Establish your goals for the survey Goals Questions you need answers to Decide who to ask and how many People you will invite to answer Sample Clean the data Responses Answers Analyse and present the results Insights Decisions Test the questions Questions Questions people can answer Run the survey from invitation to follow-up Fieldwork People who actually answer Build the questionnaire Questionnaire Questions people can interact with
  • 150. Caroline Jarrett @cjforms (CC) BY SA-4.0 All the topics are connected Goals Sample Questionnaire Fieldwork Caroline Jarrett @cjforms (CC) BY SA-4.0 Response Insight Response Questions 150
  • 151. Caroline Jarrett @cjforms (CC) BY SA-4.0 The aim is to get the best number you can, within the resources you have What you want to ask about The reason you’re doing it The questions you ask The answers you get The answers you use The number Who you want to ask The list that you sample from The sample you ask The ones who answer The ones whose answers you can use Caroline Jarrett @cjforms (CC) BY SA-4.0 151
  • 152. Caroline Jarrett @cjforms (CC) BY SA-4.0 The aim is to get the best number you can, within the resources you have What you want to ask about The reason you’re doing it The questions you ask The answers you get The answers you use The number Who you want to ask The list that you sample from The sample you ask The ones who answer The ones whose answers you can use Caroline Jarrett @cjforms (CC) BY SA-4.0 152
  • 153. Caroline Jarrett @cjforms 153 Total Survey Error diagram as presented in Groves, R. M., F. J. Fowler, M. P. Couper, J. M. Lepkowski, E. Singer and R. Tourangeau (2009). Survey methodology. Hoboken, N.J., Wiley.
  • 154. Caroline Jarrett @cjforms Asking one person the right question is better than Asking 10,000 people the wrong question 154
  • 155. Caroline Jarrett @cjforms (CC) BY SA-4.0 Should I do this survey? Do I know how I’m going to use the answers? Is a survey the right way to get the answers? Do I have time to test and to iterate? Do people have answers to these questions? Do people want to respond to my request?Yes Yes Yes Yes GoYes 155
  • 156. Caroline Jarrett @cjforms (CC) BY SA-4.0 Caroline Jarrett Twitter @cjforms http://www.slideshare.net/cjforms carolinej@effortmark.co.uk 156
  • 157. Caroline Jarrett @cjforms (CC) BY SA-4.0 Some tests to make sure it’s a good one Establish your goals for the survey Know the decisions that you’ll make Find out what people want to tell you by interviewing Goals Decide who to ask and how many Check that the list of people to ask is representative Find out your response rate with a pilot study Sample Test the questions and build the questionnaire Test the questions in cognitive interviewing Usability test of the questionnaire Questions Run the survey from invitation to follow-up Do a pilot study (again) to check everything from invitation to insights Fieldwork Clean the data Check the responses as they arrive Check that the answers are representative Responses Analyse and present the results Ask: ‘so what’? Iterate and improve Insights