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McGraw-Hill/Irwin
Business Research Methods, 10e Copyright © 2008 by The McGraw-Hill Companies, Inc. All Rights Reserved.
Chapter 13
Questionnaires
and
Instruments
13-2
Learning Objectives
Understand...
• The link forged between the management
dilemma and the communication instrument
by the management-research question
hierarchy.
• The influence of the communication method
on instrument design.
• The three general classes of information
and what each contributes to the
instrument.
13-3
Learning Objectives
Understand . . .
• The influence of question content, question
wording, response strategy, and preliminary
analysis planning on question construction.
• Each of the numerous question design issues
influencing instrument quality, reliability, and
validity.
• The sources for measurement questions
• The importance of pretesting questions and
instruments.
13-4
PulsePoint: Research Revelation
66 The percent of people using
consumer e-commerce sites
who accomplish what they set
out to do.
13-5
Measurement Scales
“Participants are becoming more and more
aware of the value of their time. The key to
maintaining a quality dialog with them is to
make it really convenient for them to
engage, whenever and wherever they want.”
Tom Anderson, managing partner
Anderson Analytics
13-6
Overall Flowchart for Instrument Design
13-7
Flowchart for Instrument Design
Phase 1
13-8
Strategic Concerns in Instrument Design
What type of scale is needed?
What communication approach will be used?
Should the questions be structured?
Should the questioning be disguised?
13-9
Technology Affects
Questionnaire Development
WebSurveyor used to write an instrument.
• Write questionnaires
more quickly
• Create visually driven
instruments
• Eliminate manual
data entry
• Save time in data
analysis
13-10
Disguising Study Objectives
Situations
where
disguise is
unnecessary
Willingly shared,
Conscious-level
information
Reluctantly shared,
Conscious-level
information
Knowable,
Limited-conscious-
level information
Subconscious-level
information
13-11
Dummy Table for
American Eating Habits
Age
Use of Convenience Foods
Always Use
Use
Frequently
Use
Sometimes Rarely Use Never Use
18-24
25-34
35-44
55-64
65+
13-12
Flowchart for Instrument Design
Phase 2
13-13
Question Categories
and Structure
Administrative
Classification
Target
13-14
Question Content
Should this question be asked?
Is the question of proper scope and coverage?
Can the participant adequately
answer this question as asked?
Will the participant willingly
answer this question as asked?
13-15
Question Wording
Criteria
Shared
vocabulary Single
meaning
Misleading
assumptions
Adequate
alternatives
Personalized
Biased
13-16
Response Strategy
Factors
Objectives
of the study
Participant’s
level of
information
Degree to which
participants have
thought through topic
Ease and clarity with
which participant
communicates
Participant’s
motivation to
share
13-17
Free-Response Strategy
What factors influenced your enrollment in Metro U?
____________________________________________
____________________________________________
13-18
Dichotomous Response Strategy
Did you attend the “A Day at College” program at Metro U?
Yes
No
13-19
Multiple Choice Response Strategy
Which one of the following factors was most influential
in your decision to attend Metro U?
Good academic standing
Specific program of study desired
Enjoyable campus life
Many friends from home
High quality of faculty
13-20
Checklist Response Strategy
Which of the following factors influenced
your decision to enroll in Metro U? (Check all that apply.)
 Tuition cost
 Specific program of study desired
 Parents’ preferences
 Opinion of brother or sister
 Many friends from home attend
 High quality of faculty
13-21
Rating Response Strategy
Strongly
influential
Somewhat
influential
Not at all
influential
Good academic reputation   
Enjoyable campus life   
Many friends   
High quality faculty   
Semester calendar   
13-22
Ranking
Please rank-order your top three factors from the following list based on their
influence in encouraging you to apply to Metro U. Use 1 to indicate the most
encouraging factor, 2 the next most encouraging factor, etc.
_____ Opportunity to play collegiate sports
_____ Closeness to home
_____ Enjoyable campus life
_____ Good academic reputation
_____ High quality of faculty
13-23
Summary of Scale Types
Type Restrictions Scale
Items
Scale
points
Data Type
Rating Scales
Simple
Category
Scale
Needs mutually exclusive choices One or
more
2 Nominal
Multiple
Choice Single-
Response
Scale
Needs mutually exclusive choices; may
use exhaustive list or ‘other’
many 2 Nominal
Multiple
Choice
Multiple-
Response
Scale
(checklist)
Needs mutually exclusive choices; needs
exhaustive list or ‘other’
many 2 Nominal
Likert Scale Needs definitive positive or negative
statements with which to agree/disagree
One or
more
5 Ordinal
Likert-type
Scale
Needs definitive positive or negative
statements with which to agree/disagree
One or
more
7 or 9 Ordinal
13-24
Summary of Scale Types
Type Restrictions Scale
Items
Scale
points
Data Type
Semantic
Differential
Scale
Needs words that are opposites to anchor
the graphic space.
One or
more
7 Ordinal
Numerical
Scale
Needs concepts with standardized or
defined meanings; needs numbers anchor
the end-points or points along the scale;
score is a measurement of graphical
space from one anchor.
One or
many
3-10 Ordinal or
Interval
Multiple
Rating List
Scale
Needs words that are opposites to anchor
the end-points on the verbal scale
Up to
10
5-7 Ordinal
Fixed Sum
Scale
Participant needs ability to calculate total
to some fixed number, often 100.
Two or
more
none Interval or
Ratio
Stapel Scale Needs verbal labels that are operationally
defined or standard.
One or
more
10 Ordinal or
Interval
Graphic
Rating Scale
Needs visual images that can be
interpreted as positive or negative
anchors; score is a measurement of
graphical space from one anchor.
One or
more
none Ordinal
(Interval, or
Ratio)
13-25
Summary of Scale Types
Type Restrictions Scale
Items
Scale
points
Data Type
Ranking Scales
Paired
Comparison
Scale
Number is controlled by participant’s
stamina and interest.
Up to
10
2 Ordinal
Forced
Ranking
Scale
Needs mutually exclusive choices. Up to
10
many Ordinal or
Interval
Comparative
Scale
Can use verbal or graphical scale. Up to
10
Ordinal
13-26
Internet Survey Scale Options
13-27
Internet Survey Scale Options
13-28
Internet Survey Scale Options
13-29
Sources of Questions
• Handbook of
Marketing Scales
• The Gallup Poll
Cumulative Index
• Measures of
Personality and
Social-Psychological
Attitudes
• Measures of Political
Attitudes
• Index to International
Public Opinion
• Sourcebook of Harris
National Surveys
• Marketing Scales
Handbook
• American Social
Attitudes Data
Sourcebook
13-30
Flowchart for Instrument Design
Phase 3
13-31
Guidelines for Question Sequencing
Interesting topics early
Classification questions later
Sensitive questions later
Simple items early
Transition between topics
Reference changes limited
13-32
Illustrating the Funnel Approach
• How do you think this country is getting along in
its relations with other countries?
• How do you think we are doing in our relations
with Iran?
• Do you think we ought to be dealing with Iran
differently than we are now?
• (If yes) What should we be doing differently?
• Some people say we should get tougher with
Iran and others think we are too tough as it is;
how do you feel about it?
13-33
Branching Question
13-34
Components of Questionnaires
13-35
MindWriter Survey
13-36
Overcoming Instrument Problems
Build rapport
Redesign question process
Explore alternatives
Use other methods
Pretest
13-37
Key Terms
• Administrative question
• Branched question
• Buffer question
• Checklist
• Classification question
• Dichotomous question
• Disguised question
• Double-barreled question
• Free-response question
• Interview schedule
• Leading question
• Multiple-choice question
13-38
Key Terms
• Pretesting
• Primacy effect
• Ranking question
• Rating question
• Recency effort
• Screen question
• Structured response
• Target question
– Structured
– Unstructured
• Unstructured response

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13 Cooper Questionnaires.ppt

  • 1. McGraw-Hill/Irwin Business Research Methods, 10e Copyright © 2008 by The McGraw-Hill Companies, Inc. All Rights Reserved. Chapter 13 Questionnaires and Instruments
  • 2. 13-2 Learning Objectives Understand... • The link forged between the management dilemma and the communication instrument by the management-research question hierarchy. • The influence of the communication method on instrument design. • The three general classes of information and what each contributes to the instrument.
  • 3. 13-3 Learning Objectives Understand . . . • The influence of question content, question wording, response strategy, and preliminary analysis planning on question construction. • Each of the numerous question design issues influencing instrument quality, reliability, and validity. • The sources for measurement questions • The importance of pretesting questions and instruments.
  • 4. 13-4 PulsePoint: Research Revelation 66 The percent of people using consumer e-commerce sites who accomplish what they set out to do.
  • 5. 13-5 Measurement Scales “Participants are becoming more and more aware of the value of their time. The key to maintaining a quality dialog with them is to make it really convenient for them to engage, whenever and wherever they want.” Tom Anderson, managing partner Anderson Analytics
  • 6. 13-6 Overall Flowchart for Instrument Design
  • 8. 13-8 Strategic Concerns in Instrument Design What type of scale is needed? What communication approach will be used? Should the questions be structured? Should the questioning be disguised?
  • 9. 13-9 Technology Affects Questionnaire Development WebSurveyor used to write an instrument. • Write questionnaires more quickly • Create visually driven instruments • Eliminate manual data entry • Save time in data analysis
  • 10. 13-10 Disguising Study Objectives Situations where disguise is unnecessary Willingly shared, Conscious-level information Reluctantly shared, Conscious-level information Knowable, Limited-conscious- level information Subconscious-level information
  • 11. 13-11 Dummy Table for American Eating Habits Age Use of Convenience Foods Always Use Use Frequently Use Sometimes Rarely Use Never Use 18-24 25-34 35-44 55-64 65+
  • 14. 13-14 Question Content Should this question be asked? Is the question of proper scope and coverage? Can the participant adequately answer this question as asked? Will the participant willingly answer this question as asked?
  • 16. 13-16 Response Strategy Factors Objectives of the study Participant’s level of information Degree to which participants have thought through topic Ease and clarity with which participant communicates Participant’s motivation to share
  • 17. 13-17 Free-Response Strategy What factors influenced your enrollment in Metro U? ____________________________________________ ____________________________________________
  • 18. 13-18 Dichotomous Response Strategy Did you attend the “A Day at College” program at Metro U? Yes No
  • 19. 13-19 Multiple Choice Response Strategy Which one of the following factors was most influential in your decision to attend Metro U? Good academic standing Specific program of study desired Enjoyable campus life Many friends from home High quality of faculty
  • 20. 13-20 Checklist Response Strategy Which of the following factors influenced your decision to enroll in Metro U? (Check all that apply.)  Tuition cost  Specific program of study desired  Parents’ preferences  Opinion of brother or sister  Many friends from home attend  High quality of faculty
  • 21. 13-21 Rating Response Strategy Strongly influential Somewhat influential Not at all influential Good academic reputation    Enjoyable campus life    Many friends    High quality faculty    Semester calendar   
  • 22. 13-22 Ranking Please rank-order your top three factors from the following list based on their influence in encouraging you to apply to Metro U. Use 1 to indicate the most encouraging factor, 2 the next most encouraging factor, etc. _____ Opportunity to play collegiate sports _____ Closeness to home _____ Enjoyable campus life _____ Good academic reputation _____ High quality of faculty
  • 23. 13-23 Summary of Scale Types Type Restrictions Scale Items Scale points Data Type Rating Scales Simple Category Scale Needs mutually exclusive choices One or more 2 Nominal Multiple Choice Single- Response Scale Needs mutually exclusive choices; may use exhaustive list or ‘other’ many 2 Nominal Multiple Choice Multiple- Response Scale (checklist) Needs mutually exclusive choices; needs exhaustive list or ‘other’ many 2 Nominal Likert Scale Needs definitive positive or negative statements with which to agree/disagree One or more 5 Ordinal Likert-type Scale Needs definitive positive or negative statements with which to agree/disagree One or more 7 or 9 Ordinal
  • 24. 13-24 Summary of Scale Types Type Restrictions Scale Items Scale points Data Type Semantic Differential Scale Needs words that are opposites to anchor the graphic space. One or more 7 Ordinal Numerical Scale Needs concepts with standardized or defined meanings; needs numbers anchor the end-points or points along the scale; score is a measurement of graphical space from one anchor. One or many 3-10 Ordinal or Interval Multiple Rating List Scale Needs words that are opposites to anchor the end-points on the verbal scale Up to 10 5-7 Ordinal Fixed Sum Scale Participant needs ability to calculate total to some fixed number, often 100. Two or more none Interval or Ratio Stapel Scale Needs verbal labels that are operationally defined or standard. One or more 10 Ordinal or Interval Graphic Rating Scale Needs visual images that can be interpreted as positive or negative anchors; score is a measurement of graphical space from one anchor. One or more none Ordinal (Interval, or Ratio)
  • 25. 13-25 Summary of Scale Types Type Restrictions Scale Items Scale points Data Type Ranking Scales Paired Comparison Scale Number is controlled by participant’s stamina and interest. Up to 10 2 Ordinal Forced Ranking Scale Needs mutually exclusive choices. Up to 10 many Ordinal or Interval Comparative Scale Can use verbal or graphical scale. Up to 10 Ordinal
  • 29. 13-29 Sources of Questions • Handbook of Marketing Scales • The Gallup Poll Cumulative Index • Measures of Personality and Social-Psychological Attitudes • Measures of Political Attitudes • Index to International Public Opinion • Sourcebook of Harris National Surveys • Marketing Scales Handbook • American Social Attitudes Data Sourcebook
  • 31. 13-31 Guidelines for Question Sequencing Interesting topics early Classification questions later Sensitive questions later Simple items early Transition between topics Reference changes limited
  • 32. 13-32 Illustrating the Funnel Approach • How do you think this country is getting along in its relations with other countries? • How do you think we are doing in our relations with Iran? • Do you think we ought to be dealing with Iran differently than we are now? • (If yes) What should we be doing differently? • Some people say we should get tougher with Iran and others think we are too tough as it is; how do you feel about it?
  • 36. 13-36 Overcoming Instrument Problems Build rapport Redesign question process Explore alternatives Use other methods Pretest
  • 37. 13-37 Key Terms • Administrative question • Branched question • Buffer question • Checklist • Classification question • Dichotomous question • Disguised question • Double-barreled question • Free-response question • Interview schedule • Leading question • Multiple-choice question
  • 38. 13-38 Key Terms • Pretesting • Primacy effect • Ranking question • Rating question • Recency effort • Screen question • Structured response • Target question – Structured – Unstructured • Unstructured response