In 2008 I wrote a series on “conducting surveys”.  This series was written from the point of view of an absolute neophyte in the survey research industry.  Everything that I have learned since then has been from Organizational Psychologists and experts in related fields; experts such as Dr. Jan Stringer, Dr. Ken West, and Dr. Terrie Nolinske. 

Today I am happy to announce that we are starting a new article series, this time written by Dr. Nolinske.  We will be featuring a new article every Friday.  Dr. Nolinske’s articles will describe the benefits and pitfalls of conducting your customer or employee survey.  I am confident that you will find her postings extremely entertaining and very informative.

We welcome your comments and questions and hope you enjoy the article series.  Suggestions for future series’ are also welcome.   Dr. Nolinske’s first article is below.

The value of survey research cuts across all industries and disciplines. It’s a tool for collecting information that can improve customer satisfaction, offer insight into a company product, pinpoint the mood of the voter and gauge public opinion on social issues. But definitive research for mainstream purposes isn’t the only use for surveys. Occasionally, surveys can be used for the downright bizarre and can come up with some, shall we say, unique results.

Take Action

You’ve come this far. If you’ve conducted your survey yourself, and conducted it correctly, it has been a long process, hopefully made easier by this series of articles.

Don’t take your foot off of the gas now! Once you have analyzed your data, do something about it!

You now know the root cause(s) of your issues(s). Brainstorm on ideas to correct the issues, construct a plan of action, and get to work.

If you do not follow through on the results of your survey research, you have wasted your time and money and that of your customers and/or employees. Inaction will make respondents less likely to participate in future surveys. But, if respondents see action as a result of your survey they will know that their time in completing your survey was not wasted.

So, how do you proceed? Start by creating an Action Plan.

By now you are well into the survey process.  First you determined and documented your objectives for the research.  Next, your survey questions were designed to gather the data to meet your objectives.  And your survey instrument was created with an appropriate response scale.  Then, you deployed your survey, and collected your data.

The type of research you are conducting often drives mission critical decisions, so I hope you have taken care to get the previous steps correct before moving onto data analysis.  If you came across this article in the series without reading the others, I highly suggest you go back and do so.  If your survey questions are poorly worded or your data collection process is flawed, your analysis will be incorrect.  Once you reach a representative sample of collected data, the fun begins.

Paper, online, telephone, or in-person interviews?

Now is the time to consider your deployment options. Each method has its advantages and disadvantages. Often, deciding upon the method of deployment is easy since you may be constrained by such obstacles as the number of email addresses you have available to you, the languages required, cost, your company’s infrastructure, etc. For instance, translating a survey into multiple languages and distributing it to your customers via email is probably more cost effective than hiring people to telephone each customer in their own language to administer the survey.

The following article is a continuation of a series. If you have not read the previous posts I recommend that you do so.

How to Conduct a Survey - Intro
How to Conduct a Survey - Survey Basics

Step One - Creating the Survey
Should you do this by yourself or hire a professional firm to help? Most should seriously consider working with a survey research firm for something so critical. A relatively small investment to make sure that your research is successful may pay for itself many times over. Only you know the exact objectives and the exact requirements, but some help with the technicalities may be worthwhile.

This article is a continuation of Monday’s post. If you missed that one, I encourage you to go back and read it to be sure we are on the same page.

The Five Basic Survey Research Steps

Survey Research can be broken down into 5 simple steps. That is to say, breaking the process down is  simple. How difficult the individual steps are depends on the size and scope of your project. Try to take each step individually. This will keep you from getting overwhelmed and “stuck in the mud”.

The posts to follow will each address one of these steps. Later we can delve a little deeper into each step to flesh out each area.

Since first joining the National Business Research Institute as a Marketing Analyst in May of 2007, I have been hard at work trying to learn and understand the entire survey process in order to better know how to present and promote the industry (and of course NBRI, itself).

Conducting a survey can seem like a very daunting process, but It is not as complex as you might think. Don’t take that the wrong way. Conducting a survey is a science. It follows the old computer adage, garbage in - garbage out. If you do not conduct your survey in a strictly scientific manner you can end up with a lot of useless data and wasted months of work. Worse yet, you could create action plans based on that data and do more harm than good. However, the basic structure of a survey is easily understood.