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A Beginners Guide to Surveys & Research


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Understanding the principles and methodologies for conducting research & surveys.

1. Understanding Research Context
2. Designing a Survey
3. Designing a Questionnaire
4. Capturing & Analysing Design Research
5. Tools//Offline & Online

Published in: Data & Analytics
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A Beginners Guide to Surveys & Research

  1. 1. A Beginner’s Guide to Research & Surveys Understanding the principles and methodologies for conducting research & surveys. Abhishek Kumar CPO,
  2. 2. Background Introduction
  3. 3. PG’11NID Gandhinagar
  4. 4. Overview Why do we Conduct Research? Understanding Context Designing a Survey Designing a Questionnaire Capturing Design Research Analyzing Design Research Tools//Offline Tools//Online Making the best of these tools Q&A 2hr
  5. 5. How can you make the best of your learning’s from this class? Setting the right mental framework for research Understanding key starting points to learn further Developing a basic appreciation of Design Research
  6. 6. Why do we conduct Research? Identifying Problem Areas Understanding the market Identifying & understanding the end-users Validating Ideas Setting realistic/impactful goals Gaining insights on promoting & developing brand appeal Qualitative & Quantitative understanding of the world around us
  7. 7. Qualitative Research Methods Used to gain insights about certain behaviors & patterns. Focus Groups, in-person interviews & Questionnaires are some examples. Quantitative Research Methods It involves analyzing data sets, statistics and other information to map facts. It also utilizes polls and list- surveys to compile that quantitative data. Quantitative vs Qualitative
  8. 8. Stakeholder Interviews Understanding the perspectives ,history, vision, contexts & concerns of the key stakeholders. They can be business owners, employees who interact with users or anyone who’s a key part of the product lifecycle. Domain Research Every domain brings its unique set of challenges. Understanding them & developing coping/dealing strategies in early stage goes a long way to make your design more and more impactful. End User Interviews No one has ever designed a great product without taking into account the end user first. These interviews are crucial and can deliver some unique insights to help you develop more realistic and in-sync output in your work. Key Design Research Steps
  9. 9. Understanding Context Understanding motives Staying unbiased Causal Loops Being Sensitive
  10. 10. Its all about Context
  11. 11. Don’t let your pre-conceived biases come in the way
  12. 12. Causal Loops : Paying attention to how things are inter-dependent
  13. 13. Developing sensitivity & empathy towards your end users goes a long way
  14. 14. Observation may seem like a simple skill, but it can be clouded by Unconscious Biases
  15. 15. Designing a Survey What to keep in mind when designing a survey
  16. 16. • Establish the Goals • Determine your Sample (Heterogeneous) • Choose your Survey Method: o Personal Interview o Telephone Surveys o Mails/Emails o Direct Device based/ Web based • Speed • Cost • Internet Penetration • Literacy Levels • Sensitive Questions • Use of Video/Sound/Graphics ConsiderationsSteps:
  17. 17. Designing a Questionnaire Qualitative vs Quantitative
  18. 18. • Multiple Choice • Numeric Open-ended • Text Open-ended Types of Questionnaires • Rating Scales • Agreement Scales Scale based Answer based
  19. 19. • Ordering of the questions • Leave difficult questions at the end • Keep the flow smooth and easy to grasp • Avoid “Habituation” • Keep it Short • Give titles, images & short intros • Cover all angles when giving answering options • Always Pre-test your questionnaire Things to keep in Mind
  20. 20. Capturing & Analyzing Design Research Descripting Research (What’s going on?) Explanatory Research (Why is it going on?)
  21. 21. Descriptions can be concrete or abstract. Good descriptions are crucial. • Understand the market/community • Collect data on the past and current trends of a certain community • Informative data collection. Visualize it. • Summarize at the end of each trend • Quantitative Research What is going on? Descriptive Research Methods of studying:
  22. 22. Its one thing to quantify something, it’s totally another to find the “why” behind it. Why is it going on? Explanatory Research Methods of studying: • Take the summary(From the earlier research) and understand the reasons of the same • The qualitative research comes under a part of explanatory research • Field Surveys, Focus Groups, Groundwork
  23. 23. Theory Building Approach Theory Testing Approach
  24. 24. Tools//Offline Field Surveys Interviews Focus Groups
  25. 25. Tools//Online Google Forms Survey Monkey Emailers Custom Web Surveys
  26. 26. Making the Best of these tools //Offline Field Surveys Interviews Focus Groups //Online Google Forms Survey Monkey Emailers
  27. 27. Q&A @abhishekonine