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Chapter 4
Information Gathering:
Interactive Methods
Systems Analysis and Design
Kendall & Kendall
Sixth Edition
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-2
Major Topics
• Question format
• Interviewing techniques
• Joint Application Design (JAD)
• Questionnaires
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-3
Interviewing
• Interviewing is an important method for
collecting data on information system
requirements.
• Interviews reveal information about:
• Interviewee opinions.
• Interviewee feelings.
• About the current state of the system.
• Organizational and personal goals.
• Informal procedures.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-4
Planning the Interview
Five steps in planning the interview are:
• Reading background material.
• Establishing interview objectives.
• Deciding whom to interview.
• Preparing the interviewee.
• Deciding on question types and structure.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-5
Question Types
There are two basic types of interview
questions:
• Open-ended.
• Closed.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-6
Open-Ended Questions
• Open-ended interview questions allow
interviewees to respond how they wish,
and to what length they wish.
• Open-ended questions are appropriate
when the analyst is interested in breadth
and depth of reply.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-7
Advantages of Open-Ended
Questions
Eight benefits of open-ended questions are:
• Puts the interviewee at ease.
• Allows the interviewer to pick up on the
interviewee's vocabulary.
• Reflect education, values, attitudes, and beliefs.
• Provides richness of detail.
• Reveals avenues of further questioning that may
have gone untapped.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-8
Advantages of Open-Ended
Questions
Eight Benefits of open-ended questions
are: (continued)
• Provides more interest for the interviewee.
• Allows more spontaneity.
• Makes phrasing easier for the interviewer.
• Useful if the interviewer is unprepared.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-9
Disadvantages of Open-Ended
Questions
The five drawbacks include:
• May result in too much irrelevant detail.
• Possibly losing control of the interview.
• May take too much time for the amount of
useful information gained.
• Potentially seeming that the interviewer is
unprepared.
• Possibly giving the impression that the
interviewer is on a "fishing expedition”
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-10
Closed Interview Questions
• Closed interview questions limit the
number of possible responses.
• Closed interview questions are
appropriate for generating precise,
reliable data that is easy to analyze.
• The methodology is efficient, and it
requires little skill for interviewers to
administer.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-11
Benefits of Closed Interview
Questions
Six benefits are:
• Saving interview time.
• Easily comparing interviews.
• Getting to the point.
• Keeping control of the interview.
• Covering a large area quickly.
• Getting to relevant data.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-12
Disadvantages of Closed
Interview Questions
Four drawbacks of closed interview
questions include:
• Boring for the interviewee.
• Failure to obtain rich detailing.
• Missing main ideas.
• Failing to build rapport between interviewer
and interviewee.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-13
Attributes of Open-ended and
Closed Questions
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-14
Bipolar Questions and Probes
• Bipolar questions are those that may be
answered with a ‘yes’ or ‘no’ or ‘agree’
or ‘disagree’.
• Bipolar questions should be used
sparingly.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-15
Probing Questions
• Probing questions elicit more detail
about previous questions.
• The purpose of probing questions is:
• To get more meaning.
• To clarify.
• To draw out and expand on the
interviewee's point.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-16
Question Sequencing
The three basic ways of structuring
interviews are :
• Pyramid, starting with closed questions
and working toward open-ended questions.
• Funnel, starting with open-ended questions
and working toward closed questions.
• Diamond, starting with closed, moving
toward open-ended, and ending with
closed questions.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-17
Pyramid Structure
• Begins with very detailed, often closed
questions
• Expands by allowing open-ended
questions and more generalized
responses
• Is useful if interviewees need to be
warmed up to the topic or seem
reluctant to address the topic
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-18
Funnel Structure
• Begins with generalized, open-ended
questions
• Concludes by narrowing the possible
responses using closed questions
• Provides an easy, nonthreatening way
to begin an interview
• Is useful when the interviewee feels
emotionally about the topic
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-19
Diamond Structure
• A diamond-shaped structure begins in a
very specific way
• Then more general issues are
examined
• Concludes with specific questions
• Combines the strength of both the
pyramid and funnel structures
• Takes longer than the other structures
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-20
Closing the Interview
• Always ask “Is there anything else that
you would like to add?”
• Summarize and provide feedback on
your impressions.
• Ask whom you should talk with next.
• Set up any future appointments.
• Thank them for their time and shake
hands.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-21
Interview Report
• Write as soon as possible after the
interview.
• Provide an initial summary, then more
detail.
• Review the report with the respondent.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-22
Joint Application Design (JAD)
• Joint Application Design (JAD) can
replace a series of interviews with the
user community.
• JAD is a technique that allows the
analyst to accomplish requirements
analysis and design the user interface
with the users in a group setting.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-23
When to Use JAD
JAD may be used when:
• Users are restless and want something
new.
• The organizational culture supports joint
problem-solving behaviors.
• Analysts forecast an increase in the
number of ideas using JAD.
• Personnel may be absent from their jobs
for the length of time required.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-24
JAD Personnel
JAD involves:
• Analysts
• Users
• Executives
• Observers
• Scribe
• Session leader
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-25
Benefits of JAD
The potential benefits of using JAD are:
• Time is saved, compared with traditional
interviewing.
• Rapid development of systems.
• Improved user ownership of the system.
• Creative idea production is improved.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-26
Drawbacks of Using JAD
Potential drawbacks of using JAD are:
• JAD requires a large block of time to be
available for all session participants.
• If preparation is incomplete, the session
may not go very well.
• If the follow-up report is incomplete, the
session may not be successful.
• The organizational skills and culture may
not be conducive to a JAD session.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-27
Questionnaires
Questionnaires are useful in gathering
information from key organization
members about:
• Attitudes.
• Beliefs.
• Behaviors.
• Characteristics.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-28
When to Use Questionnaires
Questionnaires are valuable if:
• Organization members are widely
dispersed.
• Many members are involved with the
project.
• Exploratory work is needed.
• Problem solving prior to interviews is
necessary.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-29
Question Types
Questions are designed as either:
• Open-ended
• Try to anticipate the response you will get.
• Well suited for getting opinions.
• Closed
• Use when all the options may be listed.
• When the options are mutually exclusive.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-30
Open-Ended and Closed
Questions
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-31
Questionnaire Language
Questionnaire language should be:
• Simple.
• Specific.
• Free of bias.
• Not patronizing.
• Technically accurate.
• Addressed to those who are knowledgeable.
• Appropriate for the reading level of the
respondent.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-32
Measurement Scales
• The two different forms of measurement
scales are :
• Nominal.
• Interval.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-33
Nominal Scales
• Nominal scales are used to classify
things into categories.
• It is the weakest form of measurement.
• Data may be totaled.
What type of software do you use the most?
1 = Word Processor
2 = Spreadsheet
3 = Database
4 = An Email Program
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-34
Interval Scales
• An interval scale is used when the
intervals are equal.
• There is no absolute zero.
• Examples of interval scales include the
Fahrenheit or centigrade scale.
How useful is the support given by the Technical Support Group?
NOT USEFUL EXTREMELY
AT ALL USEFUL
1 2 3 4 5
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-35
Validity and Reliability
Questionnaires must be valid and
reliable.
• Reliability of scales refers to consistency in
response--getting the same results if the
same questionnaire was administered
again under the same conditions.
• Validity is the degree to which the question
measures what the analyst intends to
measure.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-36
Problems with Scales
There are three problems associated
with poorly constructed scales:
• Leniency.
• Central tendency.
• Halo effect.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-37
Leniency
• Caused by easy raters.
• Solution is to move the “average”
category to the left or right of center.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-38
Central Tendency
Central tendency occurs when
respondents rate everything as
average.
• Improve by making the differences
smaller at the two ends.
• Adjust the strength of the descriptors.
• Create a scale with more points.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-39
Halo Effect
• When the impression formed in one
question carries into the next question
• Solution is to place one trait and several
items on each page.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-40
Designing the Questionnaire
Good response rates can be achieved
with consistent control of questionnaire.
• Allow ample white space.
• Allow ample space to write or type in
responses.
• Make it easy for respondents to clearly
mark their answers.
• Be consistent in style.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-41
Order of Questions
• Place most important questions first.
• Cluster items of similar content
together.
• Introduce less controversial questions
first.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-42
Web Form Questionnaires
Controls (fields) used on Web forms:
• Single line text box.
• Scrolling text box, used for one or more
paragraphs of text.
• Check box for yes-no or true-false answers.
• Radio button for mutually exclusive yes-no or true-
false answers.
• Drop-down menu for selection from a list.
• Submit or Clear buttons.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-43
Methods of Administering the
Questionnaire
Methods of administering the
questionnaire include:
• Convening all concerned respondents
together at one time.
• Personally administering the questionnaire.
• Allowing respondents to self-administer the
questionnaire.
• Mailing questionnaires.
• Administering over the Web or via email.
Kendall &
Kendall
2005 Pearson
Prentice Hall 4-44
Electronically Submitting
Questionnaires
Administering a questionnaire
electronically has the following benefits:
• Reduced costs.
• Collecting and storing the results
electronically.

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Ppt04-Kendall

  • 1. Chapter 4 Information Gathering: Interactive Methods Systems Analysis and Design Kendall & Kendall Sixth Edition
  • 2. Kendall & Kendall 2005 Pearson Prentice Hall 4-2 Major Topics • Question format • Interviewing techniques • Joint Application Design (JAD) • Questionnaires
  • 3. Kendall & Kendall 2005 Pearson Prentice Hall 4-3 Interviewing • Interviewing is an important method for collecting data on information system requirements. • Interviews reveal information about: • Interviewee opinions. • Interviewee feelings. • About the current state of the system. • Organizational and personal goals. • Informal procedures.
  • 4. Kendall & Kendall 2005 Pearson Prentice Hall 4-4 Planning the Interview Five steps in planning the interview are: • Reading background material. • Establishing interview objectives. • Deciding whom to interview. • Preparing the interviewee. • Deciding on question types and structure.
  • 5. Kendall & Kendall 2005 Pearson Prentice Hall 4-5 Question Types There are two basic types of interview questions: • Open-ended. • Closed.
  • 6. Kendall & Kendall 2005 Pearson Prentice Hall 4-6 Open-Ended Questions • Open-ended interview questions allow interviewees to respond how they wish, and to what length they wish. • Open-ended questions are appropriate when the analyst is interested in breadth and depth of reply.
  • 7. Kendall & Kendall 2005 Pearson Prentice Hall 4-7 Advantages of Open-Ended Questions Eight benefits of open-ended questions are: • Puts the interviewee at ease. • Allows the interviewer to pick up on the interviewee's vocabulary. • Reflect education, values, attitudes, and beliefs. • Provides richness of detail. • Reveals avenues of further questioning that may have gone untapped.
  • 8. Kendall & Kendall 2005 Pearson Prentice Hall 4-8 Advantages of Open-Ended Questions Eight Benefits of open-ended questions are: (continued) • Provides more interest for the interviewee. • Allows more spontaneity. • Makes phrasing easier for the interviewer. • Useful if the interviewer is unprepared.
  • 9. Kendall & Kendall 2005 Pearson Prentice Hall 4-9 Disadvantages of Open-Ended Questions The five drawbacks include: • May result in too much irrelevant detail. • Possibly losing control of the interview. • May take too much time for the amount of useful information gained. • Potentially seeming that the interviewer is unprepared. • Possibly giving the impression that the interviewer is on a "fishing expedition”
  • 10. Kendall & Kendall 2005 Pearson Prentice Hall 4-10 Closed Interview Questions • Closed interview questions limit the number of possible responses. • Closed interview questions are appropriate for generating precise, reliable data that is easy to analyze. • The methodology is efficient, and it requires little skill for interviewers to administer.
  • 11. Kendall & Kendall 2005 Pearson Prentice Hall 4-11 Benefits of Closed Interview Questions Six benefits are: • Saving interview time. • Easily comparing interviews. • Getting to the point. • Keeping control of the interview. • Covering a large area quickly. • Getting to relevant data.
  • 12. Kendall & Kendall 2005 Pearson Prentice Hall 4-12 Disadvantages of Closed Interview Questions Four drawbacks of closed interview questions include: • Boring for the interviewee. • Failure to obtain rich detailing. • Missing main ideas. • Failing to build rapport between interviewer and interviewee.
  • 13. Kendall & Kendall 2005 Pearson Prentice Hall 4-13 Attributes of Open-ended and Closed Questions
  • 14. Kendall & Kendall 2005 Pearson Prentice Hall 4-14 Bipolar Questions and Probes • Bipolar questions are those that may be answered with a ‘yes’ or ‘no’ or ‘agree’ or ‘disagree’. • Bipolar questions should be used sparingly.
  • 15. Kendall & Kendall 2005 Pearson Prentice Hall 4-15 Probing Questions • Probing questions elicit more detail about previous questions. • The purpose of probing questions is: • To get more meaning. • To clarify. • To draw out and expand on the interviewee's point.
  • 16. Kendall & Kendall 2005 Pearson Prentice Hall 4-16 Question Sequencing The three basic ways of structuring interviews are : • Pyramid, starting with closed questions and working toward open-ended questions. • Funnel, starting with open-ended questions and working toward closed questions. • Diamond, starting with closed, moving toward open-ended, and ending with closed questions.
  • 17. Kendall & Kendall 2005 Pearson Prentice Hall 4-17 Pyramid Structure • Begins with very detailed, often closed questions • Expands by allowing open-ended questions and more generalized responses • Is useful if interviewees need to be warmed up to the topic or seem reluctant to address the topic
  • 18. Kendall & Kendall 2005 Pearson Prentice Hall 4-18 Funnel Structure • Begins with generalized, open-ended questions • Concludes by narrowing the possible responses using closed questions • Provides an easy, nonthreatening way to begin an interview • Is useful when the interviewee feels emotionally about the topic
  • 19. Kendall & Kendall 2005 Pearson Prentice Hall 4-19 Diamond Structure • A diamond-shaped structure begins in a very specific way • Then more general issues are examined • Concludes with specific questions • Combines the strength of both the pyramid and funnel structures • Takes longer than the other structures
  • 20. Kendall & Kendall 2005 Pearson Prentice Hall 4-20 Closing the Interview • Always ask “Is there anything else that you would like to add?” • Summarize and provide feedback on your impressions. • Ask whom you should talk with next. • Set up any future appointments. • Thank them for their time and shake hands.
  • 21. Kendall & Kendall 2005 Pearson Prentice Hall 4-21 Interview Report • Write as soon as possible after the interview. • Provide an initial summary, then more detail. • Review the report with the respondent.
  • 22. Kendall & Kendall 2005 Pearson Prentice Hall 4-22 Joint Application Design (JAD) • Joint Application Design (JAD) can replace a series of interviews with the user community. • JAD is a technique that allows the analyst to accomplish requirements analysis and design the user interface with the users in a group setting.
  • 23. Kendall & Kendall 2005 Pearson Prentice Hall 4-23 When to Use JAD JAD may be used when: • Users are restless and want something new. • The organizational culture supports joint problem-solving behaviors. • Analysts forecast an increase in the number of ideas using JAD. • Personnel may be absent from their jobs for the length of time required.
  • 24. Kendall & Kendall 2005 Pearson Prentice Hall 4-24 JAD Personnel JAD involves: • Analysts • Users • Executives • Observers • Scribe • Session leader
  • 25. Kendall & Kendall 2005 Pearson Prentice Hall 4-25 Benefits of JAD The potential benefits of using JAD are: • Time is saved, compared with traditional interviewing. • Rapid development of systems. • Improved user ownership of the system. • Creative idea production is improved.
  • 26. Kendall & Kendall 2005 Pearson Prentice Hall 4-26 Drawbacks of Using JAD Potential drawbacks of using JAD are: • JAD requires a large block of time to be available for all session participants. • If preparation is incomplete, the session may not go very well. • If the follow-up report is incomplete, the session may not be successful. • The organizational skills and culture may not be conducive to a JAD session.
  • 27. Kendall & Kendall 2005 Pearson Prentice Hall 4-27 Questionnaires Questionnaires are useful in gathering information from key organization members about: • Attitudes. • Beliefs. • Behaviors. • Characteristics.
  • 28. Kendall & Kendall 2005 Pearson Prentice Hall 4-28 When to Use Questionnaires Questionnaires are valuable if: • Organization members are widely dispersed. • Many members are involved with the project. • Exploratory work is needed. • Problem solving prior to interviews is necessary.
  • 29. Kendall & Kendall 2005 Pearson Prentice Hall 4-29 Question Types Questions are designed as either: • Open-ended • Try to anticipate the response you will get. • Well suited for getting opinions. • Closed • Use when all the options may be listed. • When the options are mutually exclusive.
  • 30. Kendall & Kendall 2005 Pearson Prentice Hall 4-30 Open-Ended and Closed Questions
  • 31. Kendall & Kendall 2005 Pearson Prentice Hall 4-31 Questionnaire Language Questionnaire language should be: • Simple. • Specific. • Free of bias. • Not patronizing. • Technically accurate. • Addressed to those who are knowledgeable. • Appropriate for the reading level of the respondent.
  • 32. Kendall & Kendall 2005 Pearson Prentice Hall 4-32 Measurement Scales • The two different forms of measurement scales are : • Nominal. • Interval.
  • 33. Kendall & Kendall 2005 Pearson Prentice Hall 4-33 Nominal Scales • Nominal scales are used to classify things into categories. • It is the weakest form of measurement. • Data may be totaled. What type of software do you use the most? 1 = Word Processor 2 = Spreadsheet 3 = Database 4 = An Email Program
  • 34. Kendall & Kendall 2005 Pearson Prentice Hall 4-34 Interval Scales • An interval scale is used when the intervals are equal. • There is no absolute zero. • Examples of interval scales include the Fahrenheit or centigrade scale. How useful is the support given by the Technical Support Group? NOT USEFUL EXTREMELY AT ALL USEFUL 1 2 3 4 5
  • 35. Kendall & Kendall 2005 Pearson Prentice Hall 4-35 Validity and Reliability Questionnaires must be valid and reliable. • Reliability of scales refers to consistency in response--getting the same results if the same questionnaire was administered again under the same conditions. • Validity is the degree to which the question measures what the analyst intends to measure.
  • 36. Kendall & Kendall 2005 Pearson Prentice Hall 4-36 Problems with Scales There are three problems associated with poorly constructed scales: • Leniency. • Central tendency. • Halo effect.
  • 37. Kendall & Kendall 2005 Pearson Prentice Hall 4-37 Leniency • Caused by easy raters. • Solution is to move the “average” category to the left or right of center.
  • 38. Kendall & Kendall 2005 Pearson Prentice Hall 4-38 Central Tendency Central tendency occurs when respondents rate everything as average. • Improve by making the differences smaller at the two ends. • Adjust the strength of the descriptors. • Create a scale with more points.
  • 39. Kendall & Kendall 2005 Pearson Prentice Hall 4-39 Halo Effect • When the impression formed in one question carries into the next question • Solution is to place one trait and several items on each page.
  • 40. Kendall & Kendall 2005 Pearson Prentice Hall 4-40 Designing the Questionnaire Good response rates can be achieved with consistent control of questionnaire. • Allow ample white space. • Allow ample space to write or type in responses. • Make it easy for respondents to clearly mark their answers. • Be consistent in style.
  • 41. Kendall & Kendall 2005 Pearson Prentice Hall 4-41 Order of Questions • Place most important questions first. • Cluster items of similar content together. • Introduce less controversial questions first.
  • 42. Kendall & Kendall 2005 Pearson Prentice Hall 4-42 Web Form Questionnaires Controls (fields) used on Web forms: • Single line text box. • Scrolling text box, used for one or more paragraphs of text. • Check box for yes-no or true-false answers. • Radio button for mutually exclusive yes-no or true- false answers. • Drop-down menu for selection from a list. • Submit or Clear buttons.
  • 43. Kendall & Kendall 2005 Pearson Prentice Hall 4-43 Methods of Administering the Questionnaire Methods of administering the questionnaire include: • Convening all concerned respondents together at one time. • Personally administering the questionnaire. • Allowing respondents to self-administer the questionnaire. • Mailing questionnaires. • Administering over the Web or via email.
  • 44. Kendall & Kendall 2005 Pearson Prentice Hall 4-44 Electronically Submitting Questionnaires Administering a questionnaire electronically has the following benefits: • Reduced costs. • Collecting and storing the results electronically.