Design of postal questionnaires
Theme and covering letter
The general theme of the questionnaire should be made explicit in a covering letter. You
should state who you are; why the data is required; give, if necessary, an assurance of
confidentiality and/or anonymity; and contact number and address or telephone number. This
ensures that the respondents know what they are committing themselves to, and also that they
understand the context of their replies. If possible, you should offer an estimate of the
completion time. Instructions for return should be included with the return date made obvious.
For example: ‘It would be appreciated if you could return the completed questionnaire by... if
at all possible’.
Instructions for completion
You need to provide clear and unambiguous instructions for completion. Within most
questionnaires these are general instructions and specific instructions for particular question
structures. It is usually best to separate these, supplying the general instructions as a preamble
to the questionnaire, but leaving the specific instructions until the questions to which they
apply. The response method should be indicated (circle, tick, cross, etc.). Wherever possible,
and certainly if a slightly unfamiliar response system is employed, you should give an
example.
Appearance
Appearance is usually the first feature of the questionnaire to which the recipient reacts. A
neat and professional look will encourage further consideration of your request, increasing
your response rate. In addition, careful thought to layout should help your analysis. There are
a number of simple rules to help improve questionnaire appearance:
• Liberal spacing makes the reading easier.
• Photo-reduction can produce more space without reducing content.
• Consistent positioning of response boxes, usually to the right, speeds up completion
and also avoids inadvertent omission of responses.
• Choose the font style to maximize legibility.
• Differentiate between instructions and questions. Either lower case and capitals can be
used, or responses can be boxed.
Length
There may be a strong temptation to include any vaguely interesting questions, but you should
resist this at all costs. Excessive size can only reduce response rates. If a long questionnaire is
necessary, then you must give even more thought to appearance. It is best to leave pages
unnumbered; for respondents to flick to the end and see ‘page 27’ can be very disconcerting!
Order
Probably the most crucial stage in questionnaire response is the beginning. Once the
respondents have started to complete the questions they will normally finish the task, unless it
is very long or difficult. Consequently, you need to select the opening questions with care.
Usually the best approach is to ask for biographical details first, as the respondents should
know all the answers without much thought. Another benefit is that an easy start provides
practice in answering questions.
Once the introduction has been achieved the subsequent order will depend on many
considerations. You should be aware of the varying importance of different questions.
Essential information should appear early, just in case the questionnaire is not completed. For
the same reasons, relatively unimportant questions can be placed towards the end. If questions
are likely to provoke the respondent and remain unanswered, these too are best left until the
end, in the hope of obtaining answers to everything else.
Coding
If analysis of the results is to be carried out using a statistical package or spreadsheet it is
advisable to code non-numerical responses when designing the questionnaire, rather than
trying to code the responses when they are returned. An example of coding is:
Male [ ] Female [ ]
1 2
The coded responses (1 or 2) are then used for the analysis.
Thank you
Respondents to questionnaires rarely benefit personally from their efforts and the least the
researcher can do is to thank them. Even though the covering letter will express appreciation
for the help given, it is also a nice gesture to finish the questionnaire with a further thank you.
Questions
• Keep the questions short, simple and to the point; avoid all unnecessary words.
• Use words and phrases that are unambiguous and familiar to the respondent. For
example, 'dinner' has a number of different interpretations; use an alternative
expression such as 'evening meal'.
• Only ask questions that the respondent can answer. Hypothetical questions should be
avoided. Avoid calculations and questions that require a lot of memory work, for
example, 'How many grammar lessons did you attend last year?'
• Vacuous words or phrases should be avoided. 'Generally', 'usually', or 'normally' are
imprecise terms with various meanings. They should be replaced with quantitative
statements, for example, 'at least once a week'.
• Questions should only address a single issue. For example, questions like: 'Do you take
extra grammar lessons at evening classes? 'should be broken down into two discreet
stages, firstly find out if the respondent takes extra grammar lessons, and then secondly
find out if they go to evening classes.
• Do not ask two questions in one by using 'and'. For example, 'Did you watch videos
and read newspapers in English last semester?'
• Avoid double negatives. For example, 'Is it not true that you did not read a newspaper
yesterday?' Respondents may tackle a double negative by switching both negatives and
then assuming that the same answer applies. This is not necessarily valid.
• Avoid emotive or embarrassing words usually connected with race, religion, politics,
sex, money.
Types of questions
Closed questions
A question is asked and then a number of possible answers are provided for the respondent.
The respondent selects the answer which is appropriate. Closed questions are particularly
useful in obtaining factual information:
Sex: Male [ ] Female [ ]
Did you watch television last night? Yes [ ] No [ ]
Some ‘Yes/No’ questions have a third category ‘Do not know’. Experience shows that as long
as this alternative is not mentioned people will make a choice. Also the phrase ‘Do not know’
is ambiguous:
Do you agree with the introduction of the EMU?
Yes [ ] No [ ] Do not know [ ]
What was your main way of learning a new word? Tick one box only.
Saying it aloud []
Writing it on the board []
Translating it into Vietnamese []
Making new sentences with It []
Other means, please specify
With such lists you should always include an ‘other’ category, because not all possible
responses might have been included in the list of answers.
Sometimes the respondent can select more than one from the list. However, this makes
analysis difficult:
Why have you watched videos in English? Tick the relevant answer(s). You may tick as
many as you like.
I enjoy watching movies [ ]
Watching videos in English is useful for my listening skills [ ]
My teachers advised me to do so [ ]
Other reason, please specify
Attitude questions
Frequently questions are asked to find out the respondents’ opinions or attitudes to a given
situation. A Likert scale2
provides a battery of attitude statements. The respondent then says
how much they agree or disagree with each one:
Read the following statements and then indicate by a tick whether you strongly agree,
agree, disagree or strongly disagree with the statement.
Strongly agree
Agree Disagree Strongly
disagree
My English teacher is always explains grammatical points in English.
There are many variations on this type of question. One variation is to have a ‘middle
statement’, for example, ‘Neither agree nor disagree’. However, many respondents take this
as the easy option. Only having four statements, as above, forces the respondent into making a
Attitude measurement used in research, where, in place of a numerical scale for answers, answers are
given on
a scale ranging from complete agreement on one side to complete disagreement on the other side, with
no
positive or negative choice. Another variation is to rank the various attitude statements,
however, this can cause analysis problems:
Which of these characteristics do you like about your English lesson? Indicate the best
three in order, with the best being number 1.
Varied activities [ ]
Good presentation [ ]
Opportunities for speaking [ ]
Opportunities for pair work [ ]
Learner-centered [ ]
Friendly atmosphere [ ]
A semantic differential scale attempts to see how strongly an attitude is held by the
respondent. With these scales double-ended terms are given to the respondents who are asked
to indicate where their attitude lies on the scale between the terms. The response can be
indicated by putting a cross in a particular position or circling a number:
English pronunciation is: (circle the appropriate number)
Difficult 1 2 3 4 5 6 7 Easy
Useless 1 2 3 4 5 6 7 Useful
Interesting 1 2 3 4 5 6 7 Boring
For summary and analysis purposes, a ‘score’ of 1 to 7 may be allocated to the seven points of
the scale, thus quantifying the various degrees of opinion expressed. This procedure has some
disadvantages. It is implicitly assumed that two people with the same strength of feeling will
mark the same point on the scale. This almost certainly will not be the case. When faced with
a semantic differential scale, some people will never, as a matter of principle, use the two end
indicators of 1 and 7. Effectively, therefore, they are using a five-point scale. Also scoring the
scale 1 to 7 assumes that they represent equidistant points on the continuous spectrum of
opinion. This again is probably not true. Nevertheless, within its limitations, the semantic
differential can provide a useful way of measuring and summarizing subjective opinions.
Other types of questions to determine peoples’ opinions or attitudes are:
Which one/two words best describes...?
Which of the following statements best describes...?
How much do you agree with the following statement...?
Open questions
An open question such as ‘What are the essential skills a manager should possess?’ should be
used as an adjunct to the main theme of the questionnaire and could allow the respondent to
elaborate upon an earlier more specific question. Open questions inserted at the end of major
sections, or at the end of the questionnaire, can act as safety valves, and possibly offer
additional information. However, they should not be used to introduce a section since there is
a high risk of influencing later responses. The main problem of open questions is that many
different answers have to be summarized and possibly coded.
Testing – pilot survey
Questionnaire design is fraught with difficulties and problems. A number of rewrites will be
necessary, together with refinement and rethinks on a regular basis. Do not assume that you
will write the questionnaire accurately and perfectly at the first attempt. If poorly designed,
you will collect inappropriate or inaccurate data and good analysis cannot then rectify the
situation.
To refine the questionnaire, you need to conduct a pilot survey. This is a small-scale trial prior
to the main survey that tests all your question planning. Amendments to questions can be
made. After making some amendments, the new version would be re-tested. If this re-test
produces more changes, another pilot would be undertaken and so on. For example, perhaps
responses to open-ended questions become closed; questions which are all answered the same
way can be omitted; difficult words replaced, etc.
It is usual to pilot the questionnaires personally so that the respondent can be observed and
questioned if necessary. By timing each question, you can identify any questions that appear
too difficult, and you can also obtain a reliable estimate of the anticipated completion time for
inclusion in the covering letter. The result can also be use to test the coding and analytical
procedures to be performed later.
Distribution and return
The questionnaire should be checked for completeness to ensure that all pages are present and
that none is blank or illegible. It is usual to supply a prepaid addressed envelope for the return
of the questionnaire. You need to explain this in the covering letter and reinforce it at the end
of the questionnaire, after the ‘Thank you’.
Finally, many organizations are approached continually for information. Many, as a matter of
course, will not respond in a positive way.
Interviews
Interviewing is a technique that is primarily used to gain an understanding of the underlying
reasons and motivations for people’s attitudes, preferences or behavior. Interviews can be
undertaken on a personal one-to-one basis or in a group. They can be conducted at work, at
home, in the street or in a shopping center, or some other agreed location.
Personal interview
Advantages
• Serious approach by respondent resulting in accurate information.
• Good response rate.
• Completed and immediate.
• Possible in-depth questions.
• Interviewer in control and can give help if there is a problem.
• Can investigate motives and feelings.
• Can use recording equipment.
• Characteristics of respondent assessed tone of voice, facial expression, hesitation,
etc.
• Can use props.
• If one interviewer used, uniformity of approach.
• Used to pilot other methods.
Disadvantages
• Need to set up interviews.
• Time consuming.
• Geographic limitations.
• Can be expensive.
• Normally need a set of questions.
• Respondent bias "tendency to please or impress, create false personal image, or end
interview quickly".
• Embarrassment possible if personal questions.
• Transcription and analysis can present problems subjectivity.
• If many interviewers, training required.
Types of interview
Structured
• Based on a carefully worded interview schedule.
• Frequently require short answers with the answers being ticked off.
• Useful when there are a lot of questions which are not particularly contentious or
thought provoking.
• Respondent may become irritated by having to give over-simplified answers.
Semi-structured
The interview is focused by asking certain questions but with scope for the respondent to
express him or herself at length.
Unstructured
This also called an in-depth interview. The interviewer begins by asking a general question.
The interviewer then encourages the respondent to talk freely. The interviewer uses an
unstructured format, the subsequent direction of the interview being determined by the
respondent’s initial reply. The interviewer then probes for elaboration – ‘Why do you say
that?’ or, ‘That’s interesting, tell me more’ or, ‘Would you like to add anything else?’ being
typical probes.
The following section is a step-by-step guide to conducting an interview. You should
remember that all situations are different and therefore you may need refinements to the
approach.
Planning an interview
• List the areas in which you require information.
• Decide on type of interview.
• Transform areas into actual questions.
• Try them out on a friend or relative.
• Make an appointment with respondent(s) discussing details of why and how long.
• Try and fix a venue and time when you will not be disturbed.
Conducting an interview
Personally
arrive on time be smart smile employ good manners find a balance between
friendliness and objectivity.
At the start
introduce yourself re-confirm the purpose assure confidentiality – if relevant specify
what will happen to the data.
The questions
speak slowly in a soft, yet audible tone of voice control your body language know the
questions and topic ask all the questions.
Responses
recorded as you go on questionnaire written verbatim, but slow and time-consuming
summarized by you taped – agree beforehand – have alternative method if not
acceptable consider effect on respondent’s answers proper equipment in good working
order sufficient tapes and batteries minimum of background noise.
At the end
ask if the respondent would like to give further details about anything or any questions
about the research thank them.
Telephone interview
This is an alternative form of interview to the personal, face-to-face interview.
Advantages
• Relatively cheap.
• Quick.
• Can cover reasonably large numbers of people or organizations.
• Wide geographic coverage.
• High response rate.
• No waiting.
• Spontaneous response.
• Help can be given to the respondent.
• Can tape answers.
Disadvantages
• Often connected with selling.
• Questionnaire required.
• Not everyone has a telephone.
• Repeat calls are inevitable.
• Time is wasted.
• Straightforward questions are required.