Chapter 5: Administering the Survey

1. Chapter 5:Administering the Survey Customer Surveying By Dr. Frederick C. Van Bennekom

2. This Chapter Covers: • Methods for Administering the Survey • Criteria for Evaluating the Methods • Pros and Cons of each Method • Generating a Sample • Determining Sample Size 6. Increasing Response Rate

3. Methods for Administering the Survey • Criteria for Evaluating the Methods • Pros and Cons of each Method • Generating a Sample • Determining Sample Size 6. Increasing Response Rate

4. What are your options for Administering the Survey? a.) Hard copy by postal or interdepartmental mail b.) Telephone interviews c.) E-mail using ASCII text or an attachment d.) Web-form e.) Survey “by disk” f.) Interactive Voice Response (IVR)

5. Methods for Administering the Survey • Criteria for Evaluating the Methods • Pros and Cons of each Method • Generating a Sample • Determining Sample Size 6. Increasing Response Rate

6. How do you choose which method to use? • Response rate • Speed of administration • Cost per completed survey and cost per attempted survey • Scalability • Ability to clarify questions • Ability of the respondent to provide feedback about the instrument • Complexity of questions • Administration control • Administration bias • Anonymity • Willingness to provide comments and the nature of those comments

7. Methods for Administering the Survey • Criteria for Evaluating the Methods • Pros and Cons of each Method • Generating a Sample • Determining Sample Size 6. Increasing Response Rate

8. Figure 5.1 (p. 121)

9. Methods for Administering the Survey • Criteria for Evaluating the Methods • Pros and Cons of each Method • Generating a Sample • Determining Sample Size 6. Increasing Response Rate

10. Who do you survey? Census - the entire population Random Samples - helps ensure that there’s not a bias in the sample Stratified Samples - sort potential respondents along each stratum and then generate random samples in the stratum

11. Methods for Administering the Survey • Criteria for Evaluating the Methods • Pros and Cons of each Method • Generating a Sample • Determining Sample Size 6. Increasing Response Rate

12. How Many People Should You Survey? Sample Distribution Size = # Responses Needed Expected Response Rate

13. Expected Response Rate The Expected Response Rate should preferably be based on historical experience. If you have no past survey history, use a conservative estimate: 25% for web-based surveys 15% for mail surveys Example: If you expect a 25% response rate and need 100 responses to achieve the desired confidence, then you will have to attempt to survey 400 people (100/0.25 = 400).

14. Number of Responses Needed NumericProportions n = Z22x n = Z2p(1-p) e2 e2 n = number of responses needed Z = number of standard deviations that describes the precision of desired results e = accuracy or error of the results x= standard error of the estimate p = expected sample proportion

15. Methods for Administering the Survey • Criteria for Evaluating the Methods • Pros and Cons of each Method • Generating a Sample • Determining Sample Size 6. Increasing Response Rate

16. How do you get the surveys back? • Send a Pre-Administration Notification • Send the Survey • It must be: • 1. Noticed • 2. Opened • 3. Read • 4. Completed • 5. Returned • Send Follow-Up Reminder Notes • Send Optional Thank You Gifts

17. Discussion Questions What survey method is your group planning on using and has your decision changed based on the information in this chapter? What would be the pros and cons of using a stratified sample as opposed to a random sample?