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© 2014 Widgix LLC dba SurveyGizmo. ALL RIGHTS RESERVED. Materials are owned by Widgix LLC. Unless otherwise specified, all materials appearing herein, including the text, logos, graphics, icons, images, as well as the selection, assembly and arrangement thereof, are the sole property of Widgix LLC. Materials must not be copied, reproduced, modified, republished, uploaded, posted, transmitted, or distributed in any form.
Surveys: What Are They?
• A survey is a collection of questions asked repetitively to a sample of a population to mathematically derive characteristics of the total population.
Surveys: What Are They Good For?
Great Survey Design Cycle
Why is This Cycle Important?
• It’s a framework that provides guidelines when you work with clients and stake-holders
• You’re likely doing parts of it already• Those are likely the parts of your process that
work!
The Trifecta: Need, Design & Act
Unit 1: Need
Goals and Objectives
Needs: We All Have Them
• Questions to ask:– What are we trying to figure out?– What kinds of reports or data do we want or
expect?– What will we do with this data when we’re done?– Who is our intended audience or population? – How are you going to access the target
audience?
Examples of Need
– How well known is my brand?
– Will customers buy this product?
– If we offer X benefit, will our employee happiness go up?
– Why are my customers not converting?
– Will my product do well in a new market?
Set a Survey Goal
• A goal is not a single learning point – a goal is what you plan to do with this data, and why. – Good goal: grow your company into new
markets.
“A survey will determine which markets are good for our existing products, so that we may expand our customer base.”
– Bad goal: make more money for your business.
“A survey will help us make more money.”
Learning Objectives
• Determine your learning objectives– These should all support your overall need and goal– A good amount of learning objectives: three– You should have no more than five!
Brainstorm
Selection and Refinement
Eye on the Prize: ROI
• If the cost of the survey is greater than the possible ROI, it’s a waste of time and money,
• Without an ROI measurement, there is no encouragement to take action.
• Without clearly defined actions, survey
results may not have an ROI.
Unit 2: Design
Organize Brainstorm
Refine Brainstorm Ideas into Questions
Guide: Writing Questions
• Multiple choice versus open-text questions– Quantitative versus qualitative
• Phrasing and language use
– unclear language – grammar
– ambiguity – too technical• Language can differ btw demographic groups• Keep your questions:– Brief – Simple– Relevant – Specific and direct
Qualitative Versus Quantitative
• Quantitative – Numeric in nature, extrapolated to whole population
• Qualitative – Touchy-feely, give context to quantitative questions
The Four Horsemen of the Surveypocalypse
Eliminate Bias
Emotional Bias
• Asking loaded questions• Asking neutral-seeming questions on a
loaded topic
Identity Bias
• Asking “Do you like SurveyGizmo?” with a SurveyGizmo logo in the corner of the survey
Isn’t Mel a great trainer?
Option Bias
• Required, non-applicable questions• Leading or restrictive options• Different types of scales• Option lists of death
? ? ?
Conversational Bias
• Surveys as a conversation• Respondents giving the answer they think
you want to hear
Mr. Black
Job Interviews
Today
Were you fired from your last
job?
Lack of Focus
• Covering too many diverse topics• Additional questions that do not meet the
survey goal• Questions that are not inline with the
learning objectives• Questions that do not derive actionable
results
Miscommunication
• Know your audience and the language that they use and understand– Avoid technical terms unless it is
appropriate– Define terms if necessary
• Remember to speak in your company’s voice• Have a peer review for clarity
Survey fatigue as a cultural trend
• Cultural survey fatigue– The average
respondent is fatigued already, just by nature of: • Receiving emails
from organizations• Suggestions on
receipts and from cashiers
• Try to avoid…– Leading questions– Loaded or suggestive questions– Fatiguing question types – large tables,
lots of open-text or essay questions– Sensitive questions– Highly technical language
The Wrap-Up: Question Mistakes to Avoid
Re-establish Focus
Unit 3: Build
• Design: Involves thinking about psychology, emotions and words. It is the more abstract phase.
• Build: Involves taking into account security walls, logic, combatting fatigue, bias, and poor data collection; It is the more active phase.
How are Design and Build different?
Stages of Build
Construct
The Radio Button
• Quantitative – Scale (should be horizontal)– Categorical (should be vertical)• “All of the above” is a no-no!
Neutral or not?
Scale questions: The controversy
61-6
The Checkbox: Choose All That Apply
The Checkbox: Beware!
Choosing more than one option changes statistical reporting a lot!
Multi-Text Questions
• Qualitative• Explorative or
un-aided response; used for lists
Please list the names of phone providers that you have seen or heard advertised.
Essay Questions
• Qualitative and explorative
• This is a way to gather unaided responses for your survey
3. What is your favorite thing about SurveyGizmo?
Table Questions
Do NOT use as a space-saver – these are fatiguing!
Table Questions: What’s Totally Okay
Build your survey.
Test It.
Get buy-in from your stakeholders.
Validate
• Number, Email, Percent, Date• RegEx – Validate patterns like phone
numbers, zip code, etc.• Capitalize each word• Autosuggest answers
Test Reports• Are your questions reporting the way you
expect?• Are you able to create the reports you
need using the data you are collecting?• Is the data in the format you need?
Apply and Test Logic
Different Types of Logic
• Fatigue-fighting:• Page jumping• Show-when logic• Percent branching• Piping (repeating)
• Bias-fighting:• Randomization• Disqualifiers• Survey timing/combatting straight-lining• Vote protection
Perform a Pilot Study
Unit 4: Collect
Survey Mode
Mode introduces different forms of bias – so how the data is collected is important!
Choose mode of survey
Choose Sample
• Your options are: survey everyone, or survey a percentage
• Why?– Cost– Survey fatigue– You will miss certain sections of the
population– Using a statistically valid sample is just
as effective (or more effective) than trying to survey your entire population
What is Sample? Why is it Important?
More on Sample
A sample is statistically valid when every single person in that population has a equal chance or probability to be in a sample that you select.
What is the Ideal Sample Size?
How many responses do you need for your survey to be statistically accurate?– It depends.• How accurate do you want the data to
be? (margin of error or confidence interval)• How repeatable do you want the
results to be?• How large is your total population?
How to Determine Sample Size
• Estimate 400 responses• Use a sample calculator!
Sample Calculators: Magic?
http://www.surveysystem.com/sscalc.htm
Caveats
#1: If you are segmenting data for comparison, the segments should be the same as the segments in the represented population.
#2: If you are cross-tabbing data, ensure that the data collected (per question that you are cross-tabbing) is statistically valid when representing the larger population.
Where Do You Get Sample?
• Pull a population from your customer list.–Warning: Do NOT use your entire
customer base.– If everyone has the same chance of being
randomly selected, you are not biasing your results in any way.
• Panel Companies: A panel company is an organization that exists to sell anonymous survey responses to marketers and market researchers.
Engage Panel (opt.)
Panel Companies: The Issues
Drawbacks:– Using incentives– Cannot access market researchers– Some panel companies will buy from each
other when they cannot provide the sample needed
– Hard to determine level of bias in sample• If the panel companies award “points”
for websites like Amazon – helps reduce sample bias based on incentive
Incentives
• Biases your sample (ex. Toys R Us gift card as incentive)
• Incentives can jeopardize your data (because respondents just want to get to the end)
• Safeguards:– Survey page timer with
disqualification– Shorter surveys– Red herring questions– Clean data (eliminating straight
liners, Christmas trees, etc)
Unit 5: Report
Clean Data
How to Clean Data – Step 1
• Look out for:– Unusually quick responses– Unusually long responses
How to clean data - Step 1
1. Patterns/Straightlining 2. Red herring/logically inconsistent
4. Checking all or Checking one3. Gibberish, one word, fake text
How to clean data - Step 2
• Prepare your data for analysis– Beware of:• Inconsistent numeric values (How old
are you? Etc.)• Breaks in validation
• Do not introduce new bias! – Changing question text
• Run individual reports for each learning objective.– Use this process to determine the “highlights” of
data collected as they relate to ultimate actions so that you can truly understand the most significant findings of your research.
Run Initial Reports
Run Preliminary Reports
• Your preliminary reports should be focused on your original learning objectives.– Did you get your questions answered? – Is the data in the format you expected?– Are you seeing the trends that you anticipated?
Running reports: Key factors
• Make sure your data makes sense• For any overt trends you are finding in the
data, make note of them and ensure that they are important towards the objectives that you had set for your survey
Analyze Data
Analyzing text responses
• How will you deal with your qualitative data?– Keyword frequency–Word clouds– Positive/negative
Analyzing text responses
Bucketing– You can use the SurveyGizmo Open Text
Analysis tool.
Segmenting data for analysis
• Often, your survey will contain demographic and firmographic questions to create segments in your survey.
• These segments should remain the same from start to finish of the survey process.
Good indicators of a trend:
• When you have data that isn’t statistically sound but is still interesting, you can call it “directional data”.– This data gives you an idea of what your
population is saying, thinking or feeling, but you cannot use statistics to back it up.
Create Final Report
Suggestions for effective reports
Stage 1: Write a summary–What was the ultimate goal of this survey?–Who was surveyed?–Who was the population?–Who responded?– Include basic highlights of the survey
audience and your data to introduce the findings
Stage 2: Write a mini-report for each individual learning objective (ex: 401K changes).•The last section for every learning objective report will include the recommended actions to take based on the results of the survey (these should not be a surprise!)
Suggestions for effective reports
Stage 3 (optional): Interesting and unexpected trends found– Good to know, not need-to-know– Ex. Perhaps you found a new, unintended
segment of your population that could help you to make good business decisions moving forward
•This is going the extra mile for your clients!
Suggestions for effective reports
Stage 4: Conclusion– Recap what actions are going to be taken (if
any) based on your findings.– Get all of stakeholders to agree to those
actions.– Create a survey to be sent to stakeholders in
order to gain feedback for the project and put actions in motion.
– Important for the next stage, Act: ask stakeholders to provide metrics that can be used to measure the success of the actions that will be taken.
Suggestions for effective reports
Tips for communicating data
• Try to anticipate questions about the report
• Know the details• Be honest
Unit 6: Act
Actions: The key to success!
• Reiterate project goals and objectives• Motivate the stakeholders to take action
based on the data collected• Establish a reasonable timeframe in which
actionable results (positive or negative) can be expected.
Empower Action Taking
Monitor Actions
How to get feedback
• Send a short survey to all stakeholders • Ask for any suggestions • Allows you to work better together in the
next study and improve the process.
Get Feedback on Survey
Publish and Share Study Results
Great Survey Design Cycle
© 2014 Widgix LLC dba SurveyGizmo. ALL RIGHTS RESERVED. Materials are owned by Widgix LLC. Unless otherwise specified, all materials appearing herein, including the text, logos, graphics, icons, images, as well as the selection, assembly and arrangement thereof, are the sole property of Widgix LLC. Materials must not be copied, reproduced, modified, republished, uploaded, posted, transmitted, or distributed in any form.