Steps in building a questionnaire
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Steps in building a questionnaire

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Most problems with questionnaire analysis can be traced back to the design phase of the project. Well-defined goals are the best way to assure a good questionnaire design. When the goals of a study can be expressed in a few clear and concise sentences, the design of the questionnaire becomes considerably easier. The questionnaire is developed to directly address the goals of the study.

Step 1: Determine how many questions to pose.

Include enough items to indicate a seriousness of purpose but not so many items that they overburden the respondent. Although research indicates that shorter questionnaires usually generate higher response rates, questionnaire length by itself probably isn't as important as other factors we will discuss. There is little benefit to shortening an already short questionnaire (say, reducing 8 items to 4 items), because this may signal that the task isn't very important.

Reducing an 80-item questionnaire to a 40-item questionnaire may improve the response rate, but the difference is not likely to be huge (perhaps a gain of 10-15% more respondents). There is some evidence that respondents balk at questionnaires that exceed 100 items.

Step 2: Order questions to maximize interest and maintain logical flow.

From the viewpoint of the respondent, the response to each item is influenced by the items before and after it. There are two general considerations for shaping the order of questionnaire items.

A) Begin the questionnaire with items that are easy, appropriate for all respondents, and central to the main topic; put sensitive items at the end. The respondent's reaction to the first few items usually determines whether he or she will try to complete the questionnaire. It is important to begin with one or more items that all respondents can answer. Thus, if you are asking teachers about their instructional resources, you wouldn't start with questions about computers because only some teachers may use computers. In addition, the questions should be easy in the sense that respondents should not have to obtain a lot of information to generate answers.

The initial questions should pique the respondents' interest and engage them with the questionnaire. Begin with items asking for opinions on matters likely to be of interest to them. For example, if you are interested in teachers' instructional resources, you might ask first how satisfied they are with the instructional resources available at their school, since they are likely to have strong feelings about the matter and will welcome the opportunity to express their opinions. For the same reason, do not start the questionnaire with items about background characteristics (e.g., number of years teaching), because such questions, although easy, will not engage them much. Save them for later in the questionnaire.

After items most central to the topic are presented, subgroupings of items more narrowly focused or less central to the topic should follow. If the questionnaire includes questions to which respondents may be especially sensitive, such as salary information, they should appear near the end because respondents are less likely to quit when nearly finished.

B) Group items into logical subtopics while maintaining interest. Deciding how to order all of the items for a questionnaire requires balancing several concerns. On the one hand, respondents typically give more meaningful answers if questions flow in a logical order, with items on a given subtopic grouped together. On the other hand, if there are too many items in a row about one subtopic, respondents may lose focus and motivation.

Therefore, one needs to find a middle ground between asking questions in a completely random order (likely to frustrate respondents) and asking too many narrowly focused questions in sequence (likely to make them lose interest). If one ends up with too many items in a subtopic, one solution is to try to reduce redundancies by crafting more inclusive wordings or eliminating less productive items. Also, if items in a subgroup share the same response categories, an items-in-a-series format is efficient (see Figure 1).

Step 3: For individual items, select a consistent item style and emphasize navigational cues.

Once items are ordered sensibly, consider each item's graphic style and the navigational cues available for working through the questionnaire. Style includes factors such as typeface and typesize, spacing, and appearance. These factors strongly affect respondents' ability to understand what is being asked and to respond appropriately.

A) Item style. There is no single "best" item style, but the following guidelines address common issues with predetermined-choice items.

Run answer choices vertically rather than horizontally; a vertical arrangement is both easier to fill out and to score.

The exception to this rule is items-in-a-series questions, for which the answers have to run horizontally because it is the most efficient way of grouping the questions together.

Differentiate the question from the answers by using different font sizes and weights. A good technique is to use a bold font for the question, followed by an unbolded font for the answers. However, keep font variations to a minimum; it is easier for the reader if the entire questionnaire is done in a simple, consistent font style.

Use a consistent approach for answer options. This involves presenting items that involve a range of options in a consistent order. For example, if "strongly agree" is given as the first option, then the other agreement-type items should start in the same way. Respondents also should be able to mark all their answers in the same way. Thus, don't mix checkboxes with circles or underlines.

If the respondent is being asked to write out an answer of at leaset several words, draw lines and leave adequate space between lines to encourage legible handwriting.


B) Navigational cues. Long questionnaires covering a variety of subtopics can be challenging to respondents, particularly if there are multiple sets of directions and places where a respondent might be asked to skip a series of questions, depending on an answer. The following techniques minimize the burden put on the respondent.

Number all items consecutively, avoiding letters or number-letter combinations. Even if the questionnaire has distinct sections, continue with a single numbering sequence. Thus, if the questionnaire has three sections, each with 15 items, the first items of the second and third sections would be numbered "16" and "31," respectively.

When a single item has a number of subparts, such as with an items-in-a-series format, deciding how to number the item can be more complex. If the overarching question is numbered and the subquestions are given no numbers or letters, this avoids the clutter of an additional set of labels. On the other hand, not having subquestions labeled makes it difficult to quickly refer to an item and may create confusion in coding. Thus, using a set of letters (A, B, C, etc.) for subquestions may be appropriate.

Minimize the use of directions. If special directions are needed for a subsection of items or a specific item, give those directions right before the subsection or item.

Step 4: For the questionnaire as a whole, select a presentation and graphic style that maximizes readability and interest.

Once you have a well-ordered set of items and a good navigational system, select a presentation style for the layout of the entire questionnaire. Here, considerations will differ, depending on whether you are using a paper (hard-copy) or electronic (computer-based) mode of delivery.

A) The paper questionnaire. If your questionnaire has more items than can be displayed on one page, consider how a respondent will read items across multiple pages. In general, it's wise to use regular letter-sized paper and print on one side only, being careful to ensure that items do not break across pages. If the questionnaire is printed on 11" x 17" paper, it can be folded into a letter-size booklet whose pages can be turned magazine-style.

If your questionnaire consists mostly of predetermined-choice items with answers running vertically, they will be easier to read if they are placed in a two-column format (a single item running across the entire width of a regular page is difficult to follow).

It is also helpful to have each item appear as a discrete block of text, meaning that the spacing between items should be greater than the spacing within each item.

Other graphic features also affect the appeal of a questionnaire. If you have made sure the items have a consistent style and navigational cues (Step 3), make sure that all the pages also have a consistent layout and style. For example, every time directions appear, differentiate this text by size (or style) and, possibly, by boxing it.

Shading also can be used to enhance an entire set of pages. There is some evidence that more items will be answered if entire pages are shaded a very light gray (or other color) with the response boxes left white. Shading must be light enough so that text is readable.

Step 5: Pilot-test the questionnaire and make needed revisions.

Once your questionnaire is designed, pilot-test it with people not participating in the evaluation.

Pilot testers can provide valuable feedback about how to improve the wording and appearance of the questionnaire. In the case of an electronic questionnaire, additional pilot testing is necessary to make sure the questionnaire works on different computer systems and with respondents who have varying degrees of computer experience. Although there are no set rules for how many people should pilot a survey, a reasonable pilot-test protocol for an average-size evaluation is as follows:

A) Editing: Have 3-6 individuals who are familiar with the evaluation (but not involved in the questionnaire development) read through the questionnaire and make suggestions. Make revisions.

B) Early Pilot: Give the questionnaire to 4-8 individuals who are similar to your target respondents. Test each individual separately and have the testers "think out loud" (i.e., express their thoughts orally) as they work their way through the questionnaire. Make revisions.

C) Full Pilot: Give the questionnaire again to 10-15 individuals who are similar to your target respondents. In this case, try to approximate the conditions you plan to use for the questionnaire's full implementation. Collect feedback in the manner most convenient to the situation (e.g., conduct follow-up interviews and have the testers write down suggestions and comments). Make revisions.

For larger, higher-stakes evaluations, larger test groups and more iterations are advised.

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