How to Create a Survey

Writing surveys is easy; isn’t it? The truth is that writing surveys is easy but writing surveys that will be effective is more difficult. The following tips will help you with your survey questionnaire design so you can write more effective surveys.

1. What is the purpose of the survey?

Surveys and questionnaires are conducted for many reasons. By correctly phrasing the questions and structuring the answers surveys can be used in many ways and for a variety of reasons. When designing a survey do not lose sight of its purpose.

2. Title the survey

The survey title is key and an opportunity to instantly summarise a survey’s objective and grab the attention of invited respondents. Respondents need to invest time in completing the survey so you need to encourage them that their investment will be worthwhile.

3. Keep the length of the survey as short as possible

Every question that is asked should be asked for a reason. Minimize the questions providing you with ‘nice to know’ information and focus instead on the ‘need to know’ questions.

4. Use plain English, maintain consistency and avoid jargon, acronyms and asking questions that could result in ambiguous answers

Care must be taken in wording a question. Ambiguous questions run the risk that any analysis of the resulting survey data will be worthless or at the very least suspect.

5. Avoid questions that are long

Use succinct sentences wherever possible. Long questions can cause a respondent discomfort and lead to them abandoning the survey.

6. Ask one question at a time

Avoid confusing the respondent with a question like ‘Do you like football and golf?’

7. Don’t influence the answer

Avoid loading the question. ‘Should irresponsible shop keepers who sell cigarettes to minors be prosecuted?’ is likely to have no value.

8. Make sure that the answer format used allows the respondent to answer the question being asked

Ensure that the respondent can answer how they really feel or they may be inclined to abandon the survey. As a last resort consider the benefit of including a “Can’t say”, “Don’t know” or similar response option.

9. While compiling your survey consider how you will want to analyse the results once the survey has been published

Appreciate that questions that allow for a free text open ended response is likely to be difficult to score and/or summarised. Consider grouping the answers into groups that will match your analysis requirements. For example “How long have you worked here?” – ‘less than 3 year’, ‘between 3 and 5 years’ and ‘more than 5′.

10. Try and ensure that the questionnaire flows

Group questions into clear categories as this will make it easier for the participants completing the survey.

11. Target your respondents carefully

Sometimes you will want to target a specific group, in others a cross section. If you can’t easily control the respondents consider including questions/answers that will allow you to filter out respondents who don’t fit your target profile.

12. Allow the respondent to expand on their answer or make comments

Allowing respondents to make additional comments will increase their satisfaction level and the comments will also give valuable feedback on the specific questions and/or the survey as a whole. Remember that for large sample collections that free text open ended responses may be difficult to analyze.

13. If the survey you are conducting is to be confidential ensure that your pledge is upheld

If you have guaranteed the respondents that the survey is confidential ensure that the individual data is not to be shared with anyone and not used for any other purpose. Confidentiality must be maintained and any identifying information deleted after the survey is complete.

14. Consider the benefits and disadvantages of allowing respondents to be anonymous or identifiable

If your respondents are to be anonymous then appreciate that you will be unable to follow up or match “pre” or “post” surveys. In some cases allowing people to remain anonymous will however allow people to respond without possible peer pressure.

15. Carefully consider the best response format

It is good practice to maintain a consistency in the format used for responses. When designing your survey keep in mind that when analyzing the data radio buttons are easier to analyze than check boxes that offer the respondent multiple responses. Do not use a check box format if a radio response format would do.

16. Provide the respondent with an estimate as to how much time the survey will take

If the survey appears to be a stream of never ending questions then respondent drop can increase. It is good practice to give an indication as to how long the survey is likely to take so that the participants can choose the best time to complete the survey.

17. Advise the respondents of the survey end date

Encourage your invited respondents to complete the survey as soon as possible but advise the respondents of the survey’s end date so that they have the opportunity to schedule the necessary time.

18. Test the survey

Before publishing a live survey publish the survey as a trial to check for questions that are ambiguous or confusing and to ensure that the survey is aesthetically pleasing.

19. Before publishing the survey check the survey carefully

Check and check again that the survey is grammatically correct and makes sense. If practical get a colleague to check the survey before you publish, if no one else is available then take a break before checking again.

20. Thank your respondents

To complete surveys respondents need to invest their time and they should be thanked at the end of completing the survey or in a follow up letter. You may even want to consider incentives such as a reward of some sort.

To get started there are numerous survey software websites to choose from.

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