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2024/3/11市場調查方法第十一章LEARNINGOUTCOMESExplainthesignificanceofdecisionsaboutquestionnairedesignandwordingDefinealternativesforwordingopen-endedandfixed-alternativequestionsSummarizeguidelinesforquestionsthatavoidmistakesinquestionnairedesignDescribehowthepropersequenceofquestionsmayimproveaquestionnaireDiscusshowtodesignaquestionnairelayoutDescribecriteriaforpretestingandrevisingaquestionnaireandforadaptingittoglobalmarketsAfterstudyingthischapter,youshouldbeableto?2007Thomson/South-Western.Allrightsreserved.QuestionnaireQualityandDesign:
BasicConsiderationsQuestionnairedesignisoneofthemostcriticalstagesinthesurveyresearchprocess.Aquestionnaire(survey)isonlyasgoodasthequestionsitasks—askabadquestion,getbadresults.Composingagoodquestionnaireappearseasybut,itisusuallytheresultoflong,painstakingwork.Thequestionsmustmeetthebasiccriteriaofrelevanceandaccuracy.?2007Thomson/South-Western.Allrightsreserved.DecisionsinQuestionnaireDesignWhatshouldbeasked?Howshouldeachquestionbephrased?Inwhatsequenceshouldthequestionsbearranged?Whatquestionnairelayoutwillbestservetheresearchobjectives?Howshouldthequestionnairebepretested?Doesthequestionnaireneedtoberevised??2007Thomson/South-Western.Allrightsreserved.WhatShouldBeAsked?QuestionnaireRelevancyAllinformationcollectedshouldaddressaresearchquestioninhelpingthedecisionmakerinsolvingthecurrentmarketingproblem.QuestionnaireAccuracyIncreasingthereliabilityandvalidityofrespondentinformationrequiresthat:Questionnairesshouldusesimple,understandable,unbiased,unambiguous,andnonirritatingwords.Questionnairedesignshouldfacilitaterecallandmotivaterespondentstocooperate.Properquestionwordingandsequencingtoavoidconfusionandbiasedanswers.?2007Thomson/South-Western.Allrightsreserved.HowShouldQuestionsBePhrased?Open-endedResponseQuestionsPosesomeproblemandaskrespondentstoanswerintheirownwords.Advantages:Aremostbeneficialinexploratoryresearch,especiallywhentherangeofresponsesisnotknown.Mayrevealunanticipatedreactionstowardtheproduct.Aregoodfirstquestionsbecausetheyallowrespondentstowarmuptothequestioningprocess.Disadvantages:Highcostofadministeringopen-endedresponsequestionsThepossibilitythatinterviewerbiaswillinfluencetheanswerBiasintroducedbyarticulateindividuals’longeranswers?2007Thomson/South-Western.Allrightsreserved.HowShouldQuestionsBePhrased?(cont’d)Fixed-alternativeQuestionsQuestionsinwhichrespondentsaregivenspecific,limited-alternativeresponsesandaskedtochoosetheoneclosesttotheirownviewpoint.Advantages:RequirelessinterviewerskillTakelesstimetoanswerAreeasierfortherespondenttoanswerProvidescomparabilityofanswersDisadvantages:LackofrangeintheresponsealternativesTendencyofrespondentstochooseconvenientalternative?2007Thomson/South-Western.Allrightsreserved.TypesofFixed-AlternativeQuestionsSimple-dichotomy(dichotomousalternative)QuestionRequirestherespondenttochooseoneoftwoalternatives(e.g.,yesorno).Determinant-choiceQuestionRequirestherespondenttochooseoneresponsefromamongmultiplealternatives(e.g.,A,B,orC).Frequency-determinationQuestionAsksforanansweraboutgeneralfrequencyofoccurrence(e.g.,often,occasionally,ornever).ChecklistQuestionAllowstherespondenttoprovidemultipleanswerstoasinglequestionbycheckingoffitems.?2007Thomson/South-Western.Allrightsreserved.PhrasingQuestionsforSelf-Administered,
Telephone,andPersonalInterviewSurveysInfluencesonQuestionPhrasing:Themeansofdatacollection—telephoneinterview,personalinterview,self-administeredquestionnaire—willinfluencethequestionformatandquestionphrasing.Questionsformail,Internet,andtelephonesurveysmustbelesscomplexthanthoseusedinpersonalinterviews.Questionnairesfortelephoneandpersonalinterviewsshouldbewritteninaconversationalstyle.?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.1
ReducingQuestionComplexitybyProvidingFewerResponsesSource:DonA.Dillman,MailandTelephoneSurveys:TheTotalDesignMethod(NewYork:JohnWiley&Sons,1978),p.209.Reprintedwithpermission.?2007Thomson/South-Western.Allrightsreserved.TheArtofAskingQuestionsNohardandfastrules;howeveravoid:UsingcomplexquestionlanguageAskingleadingandloadedquestionsUsingambiguousphrasinginquestionsAskingconfusingdouble-barreleditemsMakinginternalassumptionsinquestionsAskingburdensomequestionsthattaxtherespondent’smemory?2007Thomson/South-Western.Allrightsreserved.WhatIstheBestQuestionSequence?FactorsInfluencingtheSequencingQuestionsOrderbiasBiascausedbytheinfluenceofearlierquestionsinaquestionnaireorbyananswer’spositioninasetofanswers.FunneltechniqueAskinggeneralquestionsbeforespecificquestionsinordertoobtainunbiasedresponses.FilterquestionAquestionthatscreensoutrespondentswhoarenotqualifiedtoanswerasecondquestion.PivotquestionAfilterquestionusedtodeterminewhichversionofasecondquestionwillbeasked.?2007Thomson/South-Western.Allrightsreserved.WhatIstheBestQuestionSequence?(cont’d)FactorsInfluencingtheSequencingQuestions(cont’d)AnchoringeffectThefirstconceptmeasuredtendstobecomeacomparisonpointfromwhichsubsequentevaluationsaremade.Randomizationofitemsonaquestionnairesusceptibletotheanchoringeffecthelpsminimizeorderbias.OrderofalternativesonclosedquestionsTheorderofchoicesshouldberotatedifproducingalternativeformsofthequestionnaireispossible.?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.2
FlowofQuestionstoDeterminetheLevelofPromptingRequiredtoStimulateRecallSource:“GeneralFoodsCorporation:TangInstantBreakfastDrink(B),”?1978F.StewartDeBruickerandHarveyN.Singer,TheWhartonSchool,UniversityofPennsylvania.Reprintedwithpermission.?2007Thomson/South-Western.Allrightsreserved.WhatIstheBestLayout?TraditionalQuestionnairesMultiple-gridquestionSeveralsimilarquestionsarrangedinagridformat.Thetitleofaquestionnaireshouldbephrasedcarefully:Tocapturetherespondent’sinterest,underlinetheimportanceoftheresearchEmphasizetheinterestingnatureofthestudyAppealtotherespondent’segoEmphasizetheconfidentialnatureofthestudyTonotbiastherespondentinthesamewaythataleadingquestionmight?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.3
LayoutofaPagefromaTelephoneQuestionnaire?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.4
TelephoneQuestionnairewithSkipQuestions?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.5
PersonalInterviewQuestionnaireSource:ReprintedwithpermissionfromtheCouncilofAmericanSurveyResearch,.?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.6
ExampleofaSkipQuestion?2007Thomson/South-Western.Allrightsreserved.InternetQuestionnaireLayoutGraphicalUserInterface(GUI)SoftwareTheresearchercancontrolthebackground,colors,fonts,andotherfeaturesdisplayedonthescreensoastocreateanattractiveandeasy-to-useinterfacebetweentheuserandtheInternetsurvey.LayoutIssuesPagingbygoingfromscreentoscreenScrollinglayoutgivestherespondenttheabilitytoscrolldown?2007Thomson/South-Western.Allrightsreserved.InternetQuestionnaireLayout(cont’d)PushButtonAsmalloutlinedarea,suchasarectangleoranarrow,thattherespondentclicksontoselectanoptionorperformafunction,suchassubmit.StatusBarAvisualindicatorthattellstherespondentwhatportionofthesurveyheorshehascompleted.RadioButtonAcircularicon,resemblingabutton,thatactivatesoneresponsechoiceanddeactivatesotherswhenarespondentclicksonit.?2007Thomson/South-Western.Allrightsreserved.InternetQuestionnaireLayout(cont’d)Drop-downBoxAspacesavingdevicethatrevealsresponseswhentheyareneededbutotherwisehidesthemfromview.CheckBoxesSmallgraphicboxes,nexttoananswers,thatarespondentclicksontochooseananswer;typically,acheckmarkoranXappearsintheboxwhentherespondentclicksonit.?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.7
QuestioninanOnlineScreeningSurveyforJoiningaConsumerPanelSource:J.D.PowerandAssociates,“JDPowerPanel,”/20/survey/onsurvey.phtml,accessedJune25,2006.?2007Thomson/South-Western.Allrightsreserved.InternetQuestionnaireLayout(cont’d)Open-endedBoxesBoxeswhererespondentscantypeintheirownanswerstoopen-endedquestions.Pop-upBoxesBoxesthatappearatselectedpointsandcontaininformationorinstructionsforrespondents.?2007Thomson/South-Western.Allrightsreserved.EXHIBIT11.8
AlternativeWaysofDisplayingInternetQuestions?2007Thomson/South-Western.Allrightsreserved.InternetQuestionnaireLayout(cont’d)SoftwareThatMakesQuestionnairesInteractiveVariablepipingsoftwareAllowsvariablestobeinsertedintoanInternetquestionnaireasarespondentiscompletingit.ErrortrappingsoftwareControlstheflowofaninternetquestionnaire.ForcedansweringsoftwarePreventsrespondentsfromcontinuingwithanInternetquestionnaireiftheyfailtoansweraquestion.InteractivehelpdeskAlive,real-timesupportfeaturethatsolvesproblemsoranswersquestionsrespondentsmayencounterincompletingthequestionnaire.?2007Thomson/South-Western.Allrightsreserved.HowMuchPretestingandRevisingAreNecessary?PretestingProcessSeekstodeterminewhetherrespondentshaveanydifficultyunderstandingthequestionnaireandwhetherthereareanyambiguousorbiasedquestions.PreliminaryTabulationAtabulationofthe
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