Science of Surveys


Step 1: Determine goals and specify objectives

This step is one of the most important steps in the process and often most overlooked when developing surveys. People often begin the process by developing the survey questions. The outcome is an unfocused survey that glosses over many unrelated concepts with results that are difficult to interpret. In addition, creating a list of specific objectives for the survey will simplify all development to follow as well as the analysis and interpretation of the results.

Obviously, before In identifying the project goal, you have to determine what information you would like to obtain from respondents. Hopefully, you can describe the project goal in a short phrase. If you can't, chances are you are assessing multiple ideas and perhaps multiple surveys need to be created, or at least multiple sections within the survey. Examples of survey goals are:
  • Quality ratings of current products or services
  • Customer/patient satisfaction levels
  • The potential market for a new product or service
  • Opinions about political candidates or issues
  • Employee attitudes

Once the overall goals of the survey are defined, they are used to create specific objective statements that will guide the question writing process. The objective statements should be:

1. Concise: It's important to keep the objective statements as short and specific as possible. As with object statements, if you have trouble specifying an objective in a single sentence, chances are it is too long and needs refining or to be split into multiple objective statements.

a. Poor: Are customers satisfied? If customers aren't happy with the technical support that we give them related to our software, what things can we do internally help show employees to change their opinions?

b. Better: i. How satisfied are customer with our software technical support? ii. How can we improve our software technical support?

2. Unambiguous: Objective statements should be specific and easily understood by others. A good rule of thumb to use when developing objectives is: Could a stranger read the objectives and understand the purpose of the survey? If an objective statement needs an explanation for others to understand, it needs to be refined. In addition, objective statements should be written to avoid incorrect interpretation.

a. Poor: Are our employees happy?
b. Better: How happy are our employees with the annual performance review process?

3. One-dimensional: Each objective statement should only assess one concept. One of the most common errors is to combine two or more concepts into one objective statement, which creates multiple paths for the question development that will follow. Avoid using "AND" when creating objective statements, as it usually means that you are mixing two different concepts.

a. Poor: Should we expand our advertising to include this demographic group, and what features product features would be most appealing to them?

b. Better: i. How effective would it be to advertise to this demographic group? ii. What product features would be most appealing to them?

4. Measurable: Each objective statement must be worded to produce measurable results. Good objectives allow for predictions to be made about the results.

a. Poor: What do customers think about our web site?
b. Better: How satisfied are customers with our web site in comparison to other sites they have visited?

  1. Determine goals and specify objectives
  2. Conduct question brainstorming and pre-testing
  3. Prepare the questionnaire layout and data format
  4. Sample Selection
  5. Survey administration
  6. Data compilation and analysis
  7. Reporting of Results