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The Do’s and Don’ts
of Survey Design
Tips, tricks, and techniques for
making your survey research
more effective
What do surveys measure?
 Surveys







measure characteristics of people

Behaviors
Attitudes
Beliefs
Opinions
Demographics
Sociographics
What do surveys measure?
 Surveys


measure characteristics of people

Behaviors
Actions that are directly observable by others.
What do surveys measure?
 Surveys


measure attributes of people:

Behaviors
Actions that are directly observable by others.



Demographics
Physical characteristics that are directly observable
and directly verifiable.
What do surveys measure?
 Surveys


measure attributes of people:

Behaviors
Actions that are directly observable by others.



Demographics
Physical characteristics that are directly observable
and directly verifiable.



Sociographics
Social characteristics that are directly observable but
not directly verifiable (i.e., requires confirmation).
What do surveys measure?
 Surveys


Attitudes, Opinions, Beliefs

 Surveys


measure preferences of people:

Wants and needs

 Surveys


measure mindsets of people:

measure constructs of people:

Satisfaction, Confidence, Persistence, etc.
Types of survey questions








Open response
Partially open response
Closed response
Semantic differential scales
Agreement and rating scales
Ranking scales
Checklists
Open response
What was your entry status when you
started your first semester at UNF?
____________________________
Partially open
response
What was your entry status when you
started your first semester at UNF?
1.
2.
3.

RECENT HIGH SCHOOL GRADUATE
TRANSFERRED FROM COMMUNITY
COLLEGE OR OTHER INSTITUTION
OTHER________________________
Closed
If you could do it all over again,
would you choose to come to
UNF?
1.
2.
3.

YES, I WOULD CHOOSE UNF
NO, I WOULD CHOOSE ANOTHER
UNIVERSITY
NO, I WOULD NOT GO TO
COLLEGE
Semantic differential
On a scale of 1 to 5, please indicate
the quality level of your instructors
by checking one of the boxes below:

11

 The Best




11

 The Worst

11
11
11
Agreement scale
The quality of my instructors is
excellent.
1.
2.
3.
4.
5.

Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Rating scale
Overall, how would you rate the
quality of your instructors?
1.
2.
3.
4.
5.

Very Good
Good
Fair
Poor
Very Poor
Ranking scale
Write the letter of each instructor in
the numbered spaces below in order
of their relative quality:
A.
B.
C.
D.
E.

Instructor Jones
Instructor Smith
Instructor Brown
Instructor Lane
Instructor White

1. __________
2. __________
3. __________
4. __________
5. __________
Checklist
In which activities did you
participate? (Check all that apply):
 STUDENT GOVERNMENT
 POLITICAL ACTIVITIES
 INTRAMURAL SPORTS
 INTERCOLLEGIATE ATHLETICS
 COMMUNITY SERVICE
Why people answer surveys
 Theory

of Social Exchange
 Perceived importance
 Costs and rewards
 Established trust
 Anonymity
 Peer pressure
Common wording problems
Bias










Objectionable questions
Unequal comparisons
Bias in more than one direction
Unbalanced categories
Emotionally charged words
Threats to self-esteem
Personalization
Common wording problems


Objectionable questions




How old are you? ___________ (WRONG)

Please indicate your age range: (RIGHT)
a. 21 and under
b. 22-35
c. 36-49
d. 50 and over
Common wording problems


Unequal comparisons


Which of the following poses the greater threat
to peace in the Middle East? (WRONG)
a. Palestinian attacks against Israeli citizens
b. Israeli attacks against Palestinian militants
c. Both a and b threaten peace



Which of the following must cease for there to
be peace in the Middle East? (RIGHT)
a. Palestinian attacks against Israeli citizens
b. Israeli attacks against Palestinian militants
c. Both a and b must cease
Common wording problems


Bias in more than one direction


Are you against same sex marriage and in favor of a
constitutional amendment to ban it? (WRONG)
a. Yes
b. No
c. Unsure



What is your view on same sex marriage? (RIGHT)
a. I think marriage is a matter of personal choice
b. I’m against it but don’t want a constitutional amendment
c. I want a constitutional amendment banning it
Common wording problems


Unbalanced categories


Please indicate your age range: (WRONG)
a. 18-20
b. 21-30
c. 31-50
d. 51 and over



Please indicate your age range: (RIGHT)
a. 21 and under
b. 22-35
c. 36-49
d. 50 and over
Common wording problems


Emotionally charged words


Was the FDC negligent by ignoring the warnings about
Vioxx during testing and approving it for sale? (WRONG)
a. Yes
b. No
c. Unsure



If the FDC knew that Vioxx caused serious side effects
during testing, what should it have done? (RIGHT)
a. Ban it from ever being sold.
b. Require more testing before approving it
c. Unsure
Common wording problems


Threats to self-esteem


How often have you driven drunk? (WRONG)
a. Never
b. Once
c. Two or more times



Have you ever driven a vehicle after you have
had too much to drink? (RIGHT)
a. Never
b. Yes, on one occasion
c. Yes, on more than one occasion
Common wording problems


Personalization


Dear Mr. Jones: How would you rate the level of service
that you received from Salesman Mr. Smith? (WRONG)
a. Excellent
b. Good
c. Fair
d. Poor



Dear Valued Customer: How would you rate the level of
service that you received from your salesperson? (RIGHT)
a. Excellent
b. Good
c. Fair
d. Poor
The problem with scales of agreement
Artificial position statements are made to fit these formats.
“Agree/Disagree” statements require respondents to
take a position “For” or “Against” an issue.
There is no clear-cut way to interpret one’s agreement
or disagreement with a statement when the proper
response choices are unrelated to agreement.
Too many items using agreement scales are built upon
“face validity” alone. The underlying assumption is that
agreeing with an item indicates a person has a specific
opinion about that item.
“Agreement-disagreement” is not a semantic
differential.
Agree-Disagree is not a
semantic differential scale!
 Agreeing

with a statement worded positively
may have a different meaning than
disagreeing with the same statement worded
negatively.

True semantic differential items:
Hot
Weak
Very Good
Frequently
Very Helpful

Cold
Strong
Very Poor
Never
Not Helpful at all
1. There should be designated
parking areas for students.
SA
A
N
D
SD

Strongly agree
Agree
Neutral
Disagree
Strongly disagree

“I shouldn’t have to
waste time looking
for parking spaces!”

What was the student thinking when he chose “Agree?”
1. There should be designated
parking areas for students.
SA
A
N
D
SD

Strongly agree
Agree
Neutral
Disagree
Strongly disagree

“I should have a
place to park just
like faculty have!”

not

What was the student thinking when he chose “Disagree?”
You can improve survey items by
using a more direct statement of
outcome and a more direct scale
of measurement.
Here is a common example
taken from the ISQ survey:


Professor clearly explains complex concepts and ideas.
Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

No response

And now….a better way to ask this question:

How would you describe your professor’s explanations of
complex concepts and ideas?



1.
2.
3.
4.
5.

Always clear and concise
Mostly clear and concise
Sometimes clear and concise & other times obscure and vague
Mostly obscurely and vague
Always obscure and vague
The problem with scales of
satisfaction:
To classify data as "satisfaction information," survey items
are often “shoehorned” into a Satisfaction-Dissatisfaction
format. These items use the same scale format for expediency
sake only, and not because the scale fits the meaning of the
statement.
Satisfaction surveys are good at identifying general problem
areas, but do not lend themselves to specific solutions.
All of the statements are typically couched in positive terms
thus increasing the likelihood of a positive response bias.
In a vague attempt to not be overly positive, many items
overuse the words “Adequate” and “Reasonable.”
Keys to making your surveys
better and more useful
Use a scale covering the whole range of responses.
Don’t be afraid of criticism. Make your items balanced.
Use a scale or response list that matches the statement
Identify a potential problem first, and then use survey
data to define its scope and suggest possible
solutions.
Use a survey only for its intended purpose.
Refine your surveys each time you use them.
Don’t forget to include free response input.
The Do’s and Don’ts
of Survey Design
The End

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The Do’s and Don’ts Of Survey Design

  • 1. The Do’s and Don’ts of Survey Design Tips, tricks, and techniques for making your survey research more effective
  • 2. What do surveys measure?  Surveys       measure characteristics of people Behaviors Attitudes Beliefs Opinions Demographics Sociographics
  • 3. What do surveys measure?  Surveys  measure characteristics of people Behaviors Actions that are directly observable by others.
  • 4. What do surveys measure?  Surveys  measure attributes of people: Behaviors Actions that are directly observable by others.  Demographics Physical characteristics that are directly observable and directly verifiable.
  • 5. What do surveys measure?  Surveys  measure attributes of people: Behaviors Actions that are directly observable by others.  Demographics Physical characteristics that are directly observable and directly verifiable.  Sociographics Social characteristics that are directly observable but not directly verifiable (i.e., requires confirmation).
  • 6. What do surveys measure?  Surveys  Attitudes, Opinions, Beliefs  Surveys  measure preferences of people: Wants and needs  Surveys  measure mindsets of people: measure constructs of people: Satisfaction, Confidence, Persistence, etc.
  • 7. Types of survey questions        Open response Partially open response Closed response Semantic differential scales Agreement and rating scales Ranking scales Checklists
  • 8. Open response What was your entry status when you started your first semester at UNF? ____________________________
  • 9. Partially open response What was your entry status when you started your first semester at UNF? 1. 2. 3. RECENT HIGH SCHOOL GRADUATE TRANSFERRED FROM COMMUNITY COLLEGE OR OTHER INSTITUTION OTHER________________________
  • 10. Closed If you could do it all over again, would you choose to come to UNF? 1. 2. 3. YES, I WOULD CHOOSE UNF NO, I WOULD CHOOSE ANOTHER UNIVERSITY NO, I WOULD NOT GO TO COLLEGE
  • 11. Semantic differential On a scale of 1 to 5, please indicate the quality level of your instructors by checking one of the boxes below: 11  The Best    11  The Worst 11 11 11
  • 12. Agreement scale The quality of my instructors is excellent. 1. 2. 3. 4. 5. Strongly Agree Agree Neutral Disagree Strongly Disagree
  • 13. Rating scale Overall, how would you rate the quality of your instructors? 1. 2. 3. 4. 5. Very Good Good Fair Poor Very Poor
  • 14. Ranking scale Write the letter of each instructor in the numbered spaces below in order of their relative quality: A. B. C. D. E. Instructor Jones Instructor Smith Instructor Brown Instructor Lane Instructor White 1. __________ 2. __________ 3. __________ 4. __________ 5. __________
  • 15. Checklist In which activities did you participate? (Check all that apply):  STUDENT GOVERNMENT  POLITICAL ACTIVITIES  INTRAMURAL SPORTS  INTERCOLLEGIATE ATHLETICS  COMMUNITY SERVICE
  • 16. Why people answer surveys  Theory of Social Exchange  Perceived importance  Costs and rewards  Established trust  Anonymity  Peer pressure
  • 17. Common wording problems Bias         Objectionable questions Unequal comparisons Bias in more than one direction Unbalanced categories Emotionally charged words Threats to self-esteem Personalization
  • 18. Common wording problems  Objectionable questions   How old are you? ___________ (WRONG) Please indicate your age range: (RIGHT) a. 21 and under b. 22-35 c. 36-49 d. 50 and over
  • 19. Common wording problems  Unequal comparisons  Which of the following poses the greater threat to peace in the Middle East? (WRONG) a. Palestinian attacks against Israeli citizens b. Israeli attacks against Palestinian militants c. Both a and b threaten peace  Which of the following must cease for there to be peace in the Middle East? (RIGHT) a. Palestinian attacks against Israeli citizens b. Israeli attacks against Palestinian militants c. Both a and b must cease
  • 20. Common wording problems  Bias in more than one direction  Are you against same sex marriage and in favor of a constitutional amendment to ban it? (WRONG) a. Yes b. No c. Unsure  What is your view on same sex marriage? (RIGHT) a. I think marriage is a matter of personal choice b. I’m against it but don’t want a constitutional amendment c. I want a constitutional amendment banning it
  • 21. Common wording problems  Unbalanced categories  Please indicate your age range: (WRONG) a. 18-20 b. 21-30 c. 31-50 d. 51 and over  Please indicate your age range: (RIGHT) a. 21 and under b. 22-35 c. 36-49 d. 50 and over
  • 22. Common wording problems  Emotionally charged words  Was the FDC negligent by ignoring the warnings about Vioxx during testing and approving it for sale? (WRONG) a. Yes b. No c. Unsure  If the FDC knew that Vioxx caused serious side effects during testing, what should it have done? (RIGHT) a. Ban it from ever being sold. b. Require more testing before approving it c. Unsure
  • 23. Common wording problems  Threats to self-esteem  How often have you driven drunk? (WRONG) a. Never b. Once c. Two or more times  Have you ever driven a vehicle after you have had too much to drink? (RIGHT) a. Never b. Yes, on one occasion c. Yes, on more than one occasion
  • 24. Common wording problems  Personalization  Dear Mr. Jones: How would you rate the level of service that you received from Salesman Mr. Smith? (WRONG) a. Excellent b. Good c. Fair d. Poor  Dear Valued Customer: How would you rate the level of service that you received from your salesperson? (RIGHT) a. Excellent b. Good c. Fair d. Poor
  • 25. The problem with scales of agreement Artificial position statements are made to fit these formats. “Agree/Disagree” statements require respondents to take a position “For” or “Against” an issue. There is no clear-cut way to interpret one’s agreement or disagreement with a statement when the proper response choices are unrelated to agreement. Too many items using agreement scales are built upon “face validity” alone. The underlying assumption is that agreeing with an item indicates a person has a specific opinion about that item. “Agreement-disagreement” is not a semantic differential.
  • 26. Agree-Disagree is not a semantic differential scale!  Agreeing with a statement worded positively may have a different meaning than disagreeing with the same statement worded negatively. True semantic differential items: Hot Weak Very Good Frequently Very Helpful Cold Strong Very Poor Never Not Helpful at all
  • 27. 1. There should be designated parking areas for students. SA A N D SD Strongly agree Agree Neutral Disagree Strongly disagree “I shouldn’t have to waste time looking for parking spaces!” What was the student thinking when he chose “Agree?”
  • 28. 1. There should be designated parking areas for students. SA A N D SD Strongly agree Agree Neutral Disagree Strongly disagree “I should have a place to park just like faculty have!” not What was the student thinking when he chose “Disagree?”
  • 29. You can improve survey items by using a more direct statement of outcome and a more direct scale of measurement.
  • 30. Here is a common example taken from the ISQ survey:  Professor clearly explains complex concepts and ideas. Strongly Agree Agree Neutral Disagree Strongly Disagree No response And now….a better way to ask this question: How would you describe your professor’s explanations of complex concepts and ideas?  1. 2. 3. 4. 5. Always clear and concise Mostly clear and concise Sometimes clear and concise & other times obscure and vague Mostly obscurely and vague Always obscure and vague
  • 31. The problem with scales of satisfaction: To classify data as "satisfaction information," survey items are often “shoehorned” into a Satisfaction-Dissatisfaction format. These items use the same scale format for expediency sake only, and not because the scale fits the meaning of the statement. Satisfaction surveys are good at identifying general problem areas, but do not lend themselves to specific solutions. All of the statements are typically couched in positive terms thus increasing the likelihood of a positive response bias. In a vague attempt to not be overly positive, many items overuse the words “Adequate” and “Reasonable.”
  • 32. Keys to making your surveys better and more useful Use a scale covering the whole range of responses. Don’t be afraid of criticism. Make your items balanced. Use a scale or response list that matches the statement Identify a potential problem first, and then use survey data to define its scope and suggest possible solutions. Use a survey only for its intended purpose. Refine your surveys each time you use them. Don’t forget to include free response input.
  • 33. The Do’s and Don’ts of Survey Design The End