Survey Process
Design
→Sample
→Collect
→Analyze
In This Article
Introduction
Survey design is the process of creating questionnaires to collect data from respondents. A well-designed survey produces reliable, valid data that can inform business decisions. Poor design leads to biased or unusable results.
Effective surveys balance the need for comprehensive data with respondent burden—surveys that are too long or complex will have low completion rates and poor quality responses.
Defining Research Objectives
Before designing questions, clearly define:
- Research questions: What do you want to learn?
- Target population: Who are you studying?
- How data will be used: What decisions will it inform?
- Key variables: What must you measure?
Tip: For every question you include, ask: "What will I do with this data?" If you can't answer, don't include it.
Question Types
| Type | Description | Best For |
|---|---|---|
| Multiple Choice | Select one from options | Categorical data, easy analysis |
| Checkbox | Select all that apply | Multiple selections allowed |
| Likert Scale | Agreement scale (1-5, 1-7) | Attitudes, satisfaction |
| Rating Scale | Numeric scale (1-10) | Intensity, likelihood |
| Open-Ended | Free text response | Exploratory, detailed feedback |
| Ranking | Order items by preference | Relative preferences |
| Matrix | Grid of related questions | Multiple items, same scale |
Likert Scale Example
"I am satisfied with the customer service I received."
- 1 - Strongly Disagree
- 2 - Disagree
- 3 - Neutral
- 4 - Agree
- 5 - Strongly Agree
Writing Good Questions
Do's
- Use simple, clear language
- Ask one thing at a time
- Provide balanced response options
- Include "Don't know" or "Not applicable" when relevant
- Use consistent scales throughout
- Order questions logically
Don'ts
- Double-barreled questions: "How satisfied are you with price and quality?" (asks two things)
- Leading questions: "Don't you agree that our service is excellent?"
- Loaded questions: Questions with emotionally charged words
- Jargon: Technical terms respondents may not understand
- Absolute words: "always," "never" (rarely accurate)
Example: Improving a Question
Bad: "How satisfied are you with our fast and reliable delivery?"
Good: Split into two questions:
- "How satisfied are you with our delivery speed?"
- "How satisfied are you with our delivery reliability?"
Sampling Methods
| Method | Description | Pros/Cons |
|---|---|---|
| Simple Random | Every member has equal chance | Unbiased; may miss subgroups |
| Stratified | Divide into groups, sample each | Ensures representation |
| Cluster | Sample groups, survey all in group | Cost-effective for geography |
| Convenience | Sample whoever is available | Easy; potentially biased |
| Quota | Fill quotas for each segment | Ensures diversity; not random |
Sample Size Considerations
- Larger samples = more precision
- Consider confidence level needed (typically 95%)
- Consider margin of error acceptable (typically ±3-5%)
- Account for expected response rate
Common Biases to Avoid
- Selection bias: Sample doesn't represent population
- Non-response bias: Those who respond differ from non-responders
- Social desirability bias: Respondents give "acceptable" answers
- Acquiescence bias: Tendency to agree with statements
- Order effects: Earlier questions influence later answers
- Primacy/Recency: First or last options chosen more often
Conclusion
Key Takeaways
- Start with clear research objectives
- Choose question types appropriate for your data needs
- Write clear, unbiased questions—one concept per question
- Avoid leading, double-barreled, and loaded questions
- Select sampling method based on resources and needs
- Be aware of common biases and design to minimize them
- Pre-test your survey before full deployment