The document discusses the importance of diversity and inclusion (D&I) in data collection, emphasizing enhanced data quality, improved representation, and ethical considerations. It outlines challenges such as sample selection biases and cultural barriers while proposing strategies for promoting D&I, like diverse recruitment and inclusive survey methods. Additionally, it highlights best practices for analyzing and reporting data while ensuring outreach to various demographic groups.

1. Diversity & Inclusion in
Data Collection

2. Introductions
Dan Rangel
Customer Success Manager
Dan is responsible for managing services and software
clients who are corporate users, consultants, and
research suppliers. His team allows clients to focus on
their research methodology and analyze results rather
than the technical details under the hood. Dan has
worked in Marketing Research for 30+ years. In his
spare time, Dan enjoys hockey, cycling, photography,
and playing with his dog Scarlett O’Hara.

3. 3
Survox Multimode Platform
Market Research & Communities Group

4. What is Diversity and Inclusion in Research?

5. Diversity
Representation of various
demographic and social
characteristics within the
surveyed population

6. Inclusion
Equal opportunities to
participate.

7. Perspective on the makeup of United States

8. Population Density

9. Ethnic Breakdown

10. Household Income Levels

11. Other Statistics in the USA
Foreign
Born
45M
Poverty Level
38M or 12% of
the population
21% of adults
are illiterate.
54% < 6th
grade.

12. All Things Considered

13. About the Generations

14. Generational Inclusion in Data Collection

15. The Silent Generation

16. Boomers

17. Gen X

18. Millennials

19. Gen Z

20. Mixed Mode Interviews
Phone IVR Mail-In Online SMS Video App
Silent Gen x x x
Boomers x x x x
Gen X x
Millennials x x x
Gen Z x x x x

21. Importance of Diversity and Inclusion

22. Importance of D&I
• Enhanced data quality and validity
• Improved representation and inclusivity of respondents
• Reduced response bias and measurement error
• Ethical considerations and social responsibility
• Policy and decision-making implications

23. Impact of Diversity and Inclusion

24. Benefits
Enhanced Data Quality & Validity
Improved Representation and Inclusivity
Reduced Response Bias

25. Challenges in Achieving Diversity and Inclusion

26. Challenges
• Sample Selection Biases
• Non-Response Biases
• Cultural and Language Barriers
• Lack of Trust
• Accessibility and Technology Gaps
• Tokenism and Superficial Inclusion

27. Strategies for Promoting Diversity and Inclusion

28. Strategies
• Diverse sample recruitment
• Culturally sensitive survey design
• Language accommodations
• Inclusive survey administration methods

29. Live Agent Calls

30. CATI
• Best of older audience – Boomers and Silent Generation
• Great to reach rural areas
• Remain gender neutral, do not use “Sir” or ”Ma’am” (hard to identify sexuality on the
phone)
• Great way to reach non-native born population
• Good for economically challenged populations

31. Demographics

32. Consider All Sides
Demographic
Age
Gender
Income
Family
Structure
Religion
&
Ethnicity
Occupation
&
Education
Geography
Race
Sexual
Identity

33. Online Survey Design & Branding

34. Responsive Design

35. IVR

36. IVR Voice
Outbound
Calls by hours or days according to your calling rules
Brand with your client’s call ID
• Call blending – Agent leads to IVR
Inbound
Receive direct calls via a toll-free number
For high volume firms the IVR system can direct callers to
live sales agents based on selected needs of the caller
Call blending – IVR leads to an agent
Benefits
Less expensive than live agents
Capture voice to get the Voice of the Community

37. Features
• Complex Logic
• Parenthetical logic
• Logic based on
• previous responses
• sample meta data
• system information
• Rotation
• Questions
• Response Options
• NPS / Unique response options
• IVR Question controls
• Time Out
• Pound
• Star
• Recording
• Interrupt
• Invalid Entry
• Multilanguage support including
programmatic switching
• Open end recording
• Sample Management
• Pause & Retry when out of numbers
• Time of day by Time Zone
• Time Zone weighting
• Number of calls
• Result action
• Error Message
• Call routing
• Caller ID management
• Shop
• Project
• Record
• Pool

38. Best Practices for Analyzing & Reporting

39. Analysis
Disaggregate data by relevant demographic
variables

40. Outbound Communication

41. Communicate
LGBTQ
"Your Voice Matters: Participate in Our LGBTQ Community Survey!"
Gen Z
"Help Shape the Future: Take Our Quick Survey, Gen Z!"
"We Want Your Voice: Take Our Survey, Gen Z!"
Hispanics
"Your Perspective Matters: Participate in Our Survey for Hispanics!"
"Make a Difference: Take Our Survey for the Hispanic Community!"

42. Q&A