survey & measurement
TRANSCRIPT
8/6/2019 Survey &Amp; Measurement
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11-1
SURVEY METHODS:
Communicating With
Participants
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Communication ApproachImpacts the Research Process
� Creation and selection of measurement
questions
� Sampling issues, drive contact and
callback procedures
� Instrument design, which incorporates
attempts to reduce error and create
participant-screening procedures� Data collection processes, which create
the need for follow-up procedures and
possible interviewer training
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Personal Interview
� Requirements for success
± Availability of the needed information from
the participant
± An understanding by the participant of his
or her role
± Adequate motivation by the participant to
cooperate
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Personal Interview
� To Increase participant¶s receptiveness
they must
± believe the experience will be
pleasant and satisfying
± think answering the survey is an
important and worthwhile use of their
time
± have any mental reservations
satisfied
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The Interview
� Introduction
± Establish a good relationship
� Gather the data
± Probing
� Record the interview
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Probing Styles
� A brief assertion of understanding and
interest
� An expectant pause
� Repeating the question
� Repeating the participant¶s reply
� A neutral question or comment� Question clarification
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Interview Problems
� Nonresponse error
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Interview Problems
� Nonresponse error
� Response error
± participant-initiated ± interviewer error
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Interview Problems
� Interviewer error
± Failure to secure cooperation
± Failure to execute interview procedures
± Failure to establish appropriate
environment
± Falsification of answers
± Inappropriate interviewing behavior ± Failure to accurately record answers
± Physical presence bias
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Interview Problems
� Nonresponse error
� Response error
� Cost
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Telephone Interview
� Types
± Computer-assisted telephone interviewing
± Computer-administered telephone survey
� Problems
± Noncontact rate
± Refusal rate
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Self-Administered Surveys
� Types
± Mail survey
± Computer-delivered
± Intercept studies
� Disadvantages
± Large nonresponse error
± Cannot obtain detailed or large amounts of
information
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Concurrent Techniques toImprove Mail Response
� Reduce Length
� Survey Sponsorship
� Return Envelopes� Postage
� Personalization
� Anonymity
� Size, Color, and
Reproduction
� Money Incentives
� Deadline Dates
� Cover Letters
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Outsourcing Survey Services
� Research Firms Provide
± Centralized-location interviewing
± Focus group facilities
± Trained staff with experience
± Data-processing and statistical analysis
capabilities
± Access to point-of-sale dataPanels
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INSTRUMENTS OF
PARTICIPANT
COMMUNICATION
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Instrument Design Process
� Phase 1: Developing the instrument
design strategy
� Phase 2: Constructing and refining the
measurement questions
� Phase 3: Drafting and refining the
instrument
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Developing the Instrument Design Strategy
� Management-Research Question
Hierarchy:
± The management problem/question
± Research question(s)
± Investigative questions
± Measurement questions
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Strategic Concerns of Instrument Design
� What type of data is needed to answer
the management question?
� What communication approach will be
used?
� Should the questions be structured ,
unstructured , or some combination?
� Should the questions be disguised or
undisguised ?
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Types of Measurement Questions?
� Target
� Classification
� Administrative
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Appropriate Question Content
� Should this question be asked?
� Is the question of proper scope and
coverage?
� Can the participant adequately answer this question, as asked?
� Will the participant willingly answer this
question, as asked?
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How to Test aRespondent¶s Appropriateness
� Filter questions
� Screen questions
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Question Wording Criteria
� Is the question stated in terms of a
shared vocabulary?
� Does the question contain vocabulary
with a single meaning?
� Does the question contain unsupported
assumptions?
� Is the question correctly personalized?
� Are adequate alternatives presented
within the question?
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What DictatesYour Response Strategy?
� Characteristics of participants
� Nature of the topic(s) being studied
� Type of data needed� Your analysis plan
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Types of Response Questions
� Free-response
� Dichotomous
� Multiple-choice� Checklist
� Rating
� Ranking
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Guidelines to Refining the Instrument
� Awaken the participant's interest
� Useb
uffer questions as a guide torequest sensitive information
� Use the funnel approach to move to
more specific questions