How to Design a Survey

 

The survey can be a powerful tool to figure out what your market needs and how you can market to them. Just the process of developing a survey will help you learn more about your target audience.

Establish the goals of your survey

What are you trying to find out? Be very specific. Write them down.

Who will you ask? Who will be your sample?

What method of surveying will you use?

Ways to Get Information:

There are six common ways to get information. These are: literature searches, talking with people, focus groups, personal interviews, telephone surveys, and mail surveys.

A literature search involves reviewing all readily available materials. These materials can include internal company information, relevant trade publications, newspapers, magazines, annual reports, company literature, on-line data bases, and any other published materials. It is a very inexpensive method of gathering information, although it generally does not yield timely information. Literature searches take between one and eight weeks.

Talking with people is a good way to get information during the initial stages of a research project. It can be used to gather information that is not publicly available, or that is too new to be found in the literature. Examples might include meetings with prospects, customers, suppliers, and other types of business conversations at trade shows, seminars, and association meetings. Although often valuable, the information has questionable validity because it is highly subjective and might not be representative of the population.

A focus group is used as a preliminary research technique to explore people’s ideas and attitudes. It is often used to test new approaches (such as products or advertising), and to discover customer concerns. A group of 6 to 20 people meet in a conference-room-like setting with a trained moderator. The room usually contains a one-way mirror for viewing, including audio and video capabilities. The moderator leads the group's discussion and keeps the focus on the areas you want to explore. Focus groups can be conducted within a couple of weeks and cost between two and three thousand dollars. Their disadvantage is that the sample is small and may not be representative of the population in general.

Personal interviews are a way to get in-depth and comprehensive information. They involve one person interviewing another person for personal or detailed information. Personal interviews are very expensive because of the one-to-one nature of the interview ($50+, or equivalent, per interview). Typically, an interviewer will ask questions from a written questionnaire and record the answers verbatim. Sometimes, the questionnaire is simply a list of topics that the research wants to discuss with an industry expert. Personal interviews (because of their expense) are generally used only when subjects are not likely to respond to other survey methods.

Telephone surveys are the fastest method of gathering information from a relatively large sample (100-400 respondents). The interviewer follows a prepared script that is essentially the same as a written questionnaire. However, unlike a mail survey, the telephone survey allows the opportunity for some opinion probing. Telephone surveys generally last less than ten minutes. Typical costs are between four and six thousand dollars and they can be completed in two to four weeks.

Paper-based surveys are a cost effective method of gathering information. They are ideal for large sample sizes, or when the sample comes from a wide geographic area. They cost a little less than telephone interviews, however, they take over twice as long to complete (eight to twelve weeks). Because there is no interviewer, there is no possibility of interviewer bias. The main disadvantage is the inability to probe respondents for more detailed information.

E-mail and internet surveys are relatively new and little is known about the effect of sampling bias in internet surveys. While it is clearly the most cost effective and fastest method of distributing a survey, the demographic profile of the internet user does not represent the general population, although this is changing. Before doing an e-mail or internet survey, carefully consider the effect that this bias might have on the results. If you would like to conduct such a survey look at the Survey Monkey site.

Survey process - use this list to allocate time to each essential survey activity :

1. Goal clarification
2. Overall study design
3. Selecting the sample
4. Designing the questionnaire and cover letter (if necessary)
5. Conduct pilot test
6. Revise questionnaire (if necessary)
7. Printing time
8. Locating the sample (if necessary)
9. Time in the mail & response time
10. Attempts to get non-respondents
11. Editing the data and coding open-ended questions
12. Data entry and verification
13. Analyzing the data
14. Preparing the report
15. Printing & distribution of the report


Pretest the survey

Pretesting will help you determine if the survey is easy to understand, if people are able to fill it out, and other problems that may occur. Rewrite the survey if you need to.

adapted from online http://www.thewritemarket.com/marketing/survey-design.htm and
online http://www.statpac.com/surveys/

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