how to do a field research project using an ipad
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TRANSCRIPT
Esther LaVielleJohn Johnson
How To Run A Field Research Project with SurveyPocket’s iPad App
About Us
- SurveyPocket is created by SurveyAnalytics- Started in 2002 in Seattle, WA - #12 on Puget Sound Journal's Top 100 in Washington - Over 6K+ clients and growing!- SurveyPocket, QuestionPro, SurveyAnalytics, MicroPoll, IdeaScale, SurveySwipe, QSample, MicroPanel
Presenters:Esther LaVielle & John Johnson - SurveyAnalytics
12 years of combined experience in project management, market research, and software application training
What Is SurveyPocket?
SurveyPocket mobile field research app that allows your field team to ditch the pen and paper and use an iPad for field research & data
Collection.
-Uses SurveyAnalytics/QuestionPro for survey creation and analysis
-Online/Offline mode available
-Is the only offline survey app with branching skip patterns available
- Available for iPad & iPhone (Android Tablet now available in Android Market)
One platform: on & offline data collection.
SurveyPocket VS. Traditional Field Research
SurveyPocket:
+ Be able to review overall results quicker
+ More accurate than paper results
+ Make edits to surveys on the fly
+ Allow clients to review results throughDashboards.
+ GPS Tracking : Allow field Managers to change field strategies improve completion rates
Traditional Field Research:
- Takes 1+ days for data input and formatting results
- Clients have to wait for results instead of close to real-time data
- Harder to track field team efforts
- Edits and changes harder roll out
- Difficulty reading written results
AGENDAUsing the iPad we will show you how…..
1. Create and manage your own field project
2. Train and manage your field research team w/iPad
3. Fielding Data & How to synchronize/organize all data into an online report
4. How to quickly share your field research results with your clients faster than ever before with dashboards and alerts
5. Follow a case study we are currently fielding about pro sports fans!
6. Q & A/ Conclusion
1. Create & Manage Your Own Field Project: The Core
Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research”http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/
1. Create & Manage Your Own Field Project: SurveyPocket Integration to Research Design Strategy
Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research”http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/
Apply SurveyPocket to the Process and Primary Processing Tool
-Process: Design the survey online using QuestionPro/SurveyAnalytics and select location to run field research that best reaches target demographic.
-Tools: Using SurveyPocket, select how you want to run the project: Field intercept, one-on-one interviews, Kiosk style, etc.
1. Create & Manage Your Own Field Project: Location – Location - Location
As a primary processing tool, SurveyPocket allows you let move wherever a paper/pen can go.
-Flexible: Mobile online/offline mode
-Allows you to change location/modify intercept locations to increase completion rates
-Can easily update/edit survey questions while in the field ( w/internet access)
-Enable GPS Tracking to monitor field team
1. Create & Manage Your Own Field Project: SurveyPocket Integration to Research Design Strategy
Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research”http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/
With SurveyPocket, Change the way you collect pictures, videos, audio, while in the field!
Food for Thought: Just think how the SurveyPocket can reform the way professional signature agencies must validate all signatures collected in the field to be added to a government ballot to vote on!
Train & Manage Your Field Research Team
2. Train & Manage Your Field Research Team w/iPad
Pick Social and engaging data collectors who enjoy speaking to
the general publicAwkward people need not apply!
Pick Tech Savvy people to become Field researchers
If fielders are NOT comfortable using w/technology and iPad, they are not fit to use the iPad for collecting data.
Train them on basics of how to use the iPad (Android tablet) if needed
-Recommendation: Set up standardized test to gauge proficiency
Pre-field Check List
1. Be sure Field team is well equipped with the latest version of SurveyPocket Downloaded to iPad. Click on iTunes store to update/download as needed :Take me to iTunes
2. Make each field researcher has a fully charged iPad & a working device key to sync up surveys & data
3. Type in device key & Synchronize ALL survey in SurveyPocket at a location with internet connectivity before heading to assigned location.
4. Choose to turn on/off GPS tracking/location
5. Download a copy of the SurveyPocket instruction manual for field team member to review while onsite. Hand out printed copy if needed.
6. Make sure contact information is available to all team members so field leaders can call with instruction updates/changes.
2. Train & Manage Your Field Research Team on SurveyPocket
Train them how to run a survey and how to answer each question in the survey using SurveyPocket -Include customizable training manual (available through SP)
Set up standard protocol for field data collectors with technical difficulties Example: If survey crashes mid interview & what to do, if data will not sync when in internet connectivity available, etc.
Set up Emergency ProtocolWhat if iPad gets lost or stolen? What is your plan of action?
3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report
3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report
SurveyPocket Device KeyWhat is a Device Key?To access SurveyPocket from your iPad/iPhone you will require a unique Device Key. To generate a device key go to:
Login » Surveys » Mobile » SurveyPocket Device RegistrationClick on the Add Device Key Button add a key.
See Device Key Registration:“uiieu”
3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report
Make sure iPad has Web Accessfor set up purposes
-Pull up SurveyPocket on IPad
-Type in Device Key
-Click on “Synchronize”
-Enable/off GPS tracking
3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report
-Begin Fielding the survey
-When done and in web accessRange: Click on SynchronizeTo upload data to online account
4. How To Share Field Research Results With Your Clients
The greatest reason to use SurveyPocket:
Save time & money on data collection from the field, organization, and delivery!
Spend less time managing data and more time for analysis and completing projects.
SurveyPocket allows you to organize and deliver data to clients faster than ever before!
4. How To Share Field Research Results With Your Clients
-Export raw data and charts in excel, word, ppt, csv, SPSS, etc to share Excel download: http://www.surveyanalytics.com/help/32.html Charts download: http://www.surveyanalytics.com/help/372.html
-Share Real-time summary link to click on anyone Real-time Summary: http://www.surveyanalytics.com/help/218.html
-Automatically schedule a report for delivery to yourself or clients Report Scheduler: http://www.surveyanalytics.com/help/311.html
-Email customized report to clients Report Customization: http://www.surveyanalytics.com/help/147.html
-Filter segment reports Data Segmentation: http://www.surveyanalytics.com/help/119.html
-Crosstab and Banner/Pivot tables Crosstab/Banner table: http://www.surveyanalytics.com/help/198.html
-Give Dashboard accounts to clients who want to do data analysis on their own Dashboard accounts: http://www.surveyanalytics.com/help/565.html
5. Case Study: Pro Sports Fans!
SurveyAnalytics conducted a field research to look for NFL Sports Fan around the US
Interviewed and completed 200 surveys in a 2 week period
Survey Contest: all participates encouraged to make the best video opinion and letUs take pictures of any NFL/sports gear/brands they were wearing at the time.
Best Video and Picture Received a $20 Amazon Gift Card from SurveyAnalytics
5. Case Study: Pro Sports Fans! Favorite Team in Each Division
AFC North: 65 % Pittsburgh Steelers
NFC North: 39% Green Bay Packers
AFC South: 50% Jacksonville Jaguars
NFC South: 30% tieAtlanta Falcons New Orleans Saints
AFC East: 3 way tie at 20% Buffalo Bills, New England Patriots, Miami Dolphins
NFC East: 44% New York Giants
AFC West: 100% Denver Broncos
NFC West: 46% Seattle Seahawks
5. Case Study: Pro Sports Fans! Segmentation: Seahawks FansRate Scale Question Results: On a scale of 0 to 5…..
How satisfied are you with your favorite teams performance last week?
5. Case Study: Pro Sports Fans!Who is your favorite NFL player currently playing football?
Peyton Manning Indianapolis Colts
5. Case Study: Pro Sports Fans!Which Team in the NFL is disliked the most?
Dallas Cowboys: Click here for Best Video Opinion
5. Case Study: Pro Sports Fans!Who do you think is going to win the NFL Superbowl this season?
Green Bay Packers: Click here for best Video Opinion
5. Case Study: Pro Sports Fans!Conclusion from Study:
Favorite NFL team does not influence respondents thought on who would win the Superbowl
Their favorite NFL player was 2 times more likely to not be on their favorite team
Respondents who’s NFL favorite team won the week prior were more satisfied with their team’s offense, defense, special teams, and coaching, vs. favorite teams who lost
Let’s Review the following: (Going to Live Demo)
-How we set up the project in SurveyAnalytics-Created Device Key for iPads-Take survey and Synchronized to online reports-Data export options/online summary report-Dashboard to share
6. Conclusion/Q&A
SurveyPocket is flexible and can be used in any kind of quantitative and qualitative research.
It can be implemented in Ethnography studies, focus groups, product and service testing,One on one interview with medical professionals and consumers, mall intercepts, and much more.
Enhance these standard research techniques with pictures/videos and deliver real-time reports quicker and more efficiently than ever before.
Anywhere there used to be a pen/pad to record answers, it’s time to save trees and useSurveyPocket!
Supplemental Reading Materials
Resources on online survey design and management:http://www.surveyanalytics.com/resources/conductsurvey.html
Is Mobile Field research right for you? http://www.surveyanalytics.com/resources/SurveyAnalytics-SurveyPocket.html
Esther LaVielle http://[email protected] http://www.surveyanalytics.comJohn Johnson [email protected]
Now with your mobile device, you are to take on the world of field research!
Thank you for Attending!