10 tips for a better survey
Caroline Jarrett
UX Bristol 2011
FORMS
SURVEYS
slightly different
Caroline Jarrett
twitter @cjforms
caroline.jarrett@effortmark.co.uk
2
Survey = Questionnaire + Process
Successful
That involves
lots of testing
3
Outline Tips about questions
Tips about process
Tips about testing
4
120 characters
48 characters 5
6
Tip 1 One introduction is enough
(and think 140 characters)
7
Try answering this question,
then tell me how you worked out your answer
8
The approximate curve of forgetting
Long ago
High
Recent
Low
Time since event
Quality
of data
Major life event
Occasional, salient
Unremarkable,
repetitive
9
Tip 2 Do not ask questions
about unremarkable
repetitive behaviours
10
What’s missing from this question?
11
Tip 3 Always include ‘other’ in
category questions
– Don’t know
– Prefer not to answer
– All of the above
12
Watch the order of these two questions
13
14
Tip 4 Think of your questions
as a conversation with
your respondent
Jarrett, C. and Gaffney, G (2008) “Forms that work:
Designing web forms for usability”
Janice (Ginny) Redish (2007) “Letting go of the words:
Writing web content that works”
15
Outline Tips about questions
Tips about process
Tips about testing
16
Response relies on
effort, reward, and trust
Trust
Perceived
effort
Perceived
reward
Diagram from Jarrett, C, and Gaffney, G (2008) “Forms that work: Designing web forms for usability”
inspired by Dillman, D.A. (2000) “Internet, Mail and Mixed Mode Surveys: The Tailored Design Method”
17
How are response, effort and trust
working here?
18
In mail surveys,
a token incentive
works better than
no incentive or a
prize draw
19
Tip 5 Try to find an incentive
that gives an immediate
reward
20
21
22
23
24
Tip 6 One good incentive:
allowing the respondents
to express their views
25
Write down your answers to this questionnaire
1. How many user surveys have you run?
NONE 1 to 5 6 to 10 more than 10
2. What is your top tip for a better user survey, based on
experience of writing or answering?
__________________________________
__________________________________
26
Now try it as an interview.
In pairs: use this is a script for an interview
1. How many user surveys have you run?
NONE 1 to 5 6 to 10 more than 10
2. What is your top tip for a better user survey, based on
experience of writing or answering?
__________________________________
__________________________________
27
Now tell each other a story about your
experience relevant to these questions
1. How many user surveys have you run?
NONE 1 to 5 6 to 10 more than 10
2. What is your top tip for a better user survey, based on
experience of writing or answering?
__________________________________
__________________________________
28
Now let’s share data and stories
• What numbers have we collected?
• What open answers?
• What stories?
29
Tip 7 Ask users for stories to
explore their concerns
Quesenbery, W and Brooks, K (2010)
“Storytelling in User Experience Design” 30
Did you answer the same question
that I asked?
1. How many user surveys have you run?
31
Does your household have access
to running water?
Picture credits: James Mooney, Caroline Jarrett 32
“Shared reference”:
both sides interpret in the same way
Service area?
Reiss, E. (2000) “Practical Information Architecture:
A Hands-On Approach to Structuring Successful Web Sites”
Photo: chaptstickaddict 33
Tip 8 Interview users to find out
if questions mean the
same to them as to you
34
© Caroline Jarrett and Effortmark Ltd
If you use this cartoon in another context,
please credit Caroline Jarrett and Effortmark Ltd.
35
What recommendation will you make
based on your results?
• What decision will you make?
• What happens if …
– The users all agree with your gut feel?
– The users all disagree with your gut feel?
– The users don’t care either way?
36
Tip 9 Try writing your
presentation first
(before the questions)
Natalie Webb, conversation at UPA2010
37
Outline Tips about questions
Tips about process
Tips about testing
38
“If you don’t have time to do the pilot,
you don’t have time to do the study”
• Oppenheim, A. P. (1992) “Questionnaire Design,
Interviewing and Attitude Measurement “
– And in each subsequent edition
• Dillman, D.A. (2000) “Internet, Mail and Mixed Mode
Surveys: The Tailored Design Method”
– And in each subsequent edition
• Gillham, B (2000) “Developing a Questionnaire”
– And in the second edition
I wish I’d run a pilot
Jarrett, C. (2010)
39
Tip 10 Run a pilot
40
Caroline Jarrett
Twitter: @cjforms
Slideshare: cjforms
caroline.jarrett@effortmark.co.uk
I’m a consultant, hire me:
Consultancy: www.effortmark.co.uk
Training: www.usabilitythatworks.com
Free stuff:
Forms advice: www.formsthatwork.com
Editing: www.editingthatworks.com
Columns: www.uxmatters.com
“Good Questions”
41

10 tips for a better survey at UX Bristol

  • 1.
    10 tips fora better survey Caroline Jarrett UX Bristol 2011 FORMS SURVEYS slightly different
  • 2.
  • 3.
    Survey = Questionnaire+ Process Successful That involves lots of testing 3
  • 4.
    Outline Tips aboutquestions Tips about process Tips about testing 4
  • 5.
  • 6.
  • 7.
    Tip 1 Oneintroduction is enough (and think 140 characters) 7
  • 8.
    Try answering thisquestion, then tell me how you worked out your answer 8
  • 9.
    The approximate curveof forgetting Long ago High Recent Low Time since event Quality of data Major life event Occasional, salient Unremarkable, repetitive 9
  • 10.
    Tip 2 Donot ask questions about unremarkable repetitive behaviours 10
  • 11.
    What’s missing fromthis question? 11
  • 12.
    Tip 3 Alwaysinclude ‘other’ in category questions – Don’t know – Prefer not to answer – All of the above 12
  • 13.
    Watch the orderof these two questions 13
  • 14.
  • 15.
    Tip 4 Thinkof your questions as a conversation with your respondent Jarrett, C. and Gaffney, G (2008) “Forms that work: Designing web forms for usability” Janice (Ginny) Redish (2007) “Letting go of the words: Writing web content that works” 15
  • 16.
    Outline Tips aboutquestions Tips about process Tips about testing 16
  • 17.
    Response relies on effort,reward, and trust Trust Perceived effort Perceived reward Diagram from Jarrett, C, and Gaffney, G (2008) “Forms that work: Designing web forms for usability” inspired by Dillman, D.A. (2000) “Internet, Mail and Mixed Mode Surveys: The Tailored Design Method” 17
  • 18.
    How are response,effort and trust working here? 18
  • 19.
    In mail surveys, atoken incentive works better than no incentive or a prize draw 19
  • 20.
    Tip 5 Tryto find an incentive that gives an immediate reward 20
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
    Tip 6 Onegood incentive: allowing the respondents to express their views 25
  • 26.
    Write down youranswers to this questionnaire 1. How many user surveys have you run? NONE 1 to 5 6 to 10 more than 10 2. What is your top tip for a better user survey, based on experience of writing or answering? __________________________________ __________________________________ 26
  • 27.
    Now try itas an interview. In pairs: use this is a script for an interview 1. How many user surveys have you run? NONE 1 to 5 6 to 10 more than 10 2. What is your top tip for a better user survey, based on experience of writing or answering? __________________________________ __________________________________ 27
  • 28.
    Now tell eachother a story about your experience relevant to these questions 1. How many user surveys have you run? NONE 1 to 5 6 to 10 more than 10 2. What is your top tip for a better user survey, based on experience of writing or answering? __________________________________ __________________________________ 28
  • 29.
    Now let’s sharedata and stories • What numbers have we collected? • What open answers? • What stories? 29
  • 30.
    Tip 7 Askusers for stories to explore their concerns Quesenbery, W and Brooks, K (2010) “Storytelling in User Experience Design” 30
  • 31.
    Did you answerthe same question that I asked? 1. How many user surveys have you run? 31
  • 32.
    Does your householdhave access to running water? Picture credits: James Mooney, Caroline Jarrett 32
  • 33.
    “Shared reference”: both sidesinterpret in the same way Service area? Reiss, E. (2000) “Practical Information Architecture: A Hands-On Approach to Structuring Successful Web Sites” Photo: chaptstickaddict 33
  • 34.
    Tip 8 Interviewusers to find out if questions mean the same to them as to you 34
  • 35.
    © Caroline Jarrettand Effortmark Ltd If you use this cartoon in another context, please credit Caroline Jarrett and Effortmark Ltd. 35
  • 36.
    What recommendation willyou make based on your results? • What decision will you make? • What happens if … – The users all agree with your gut feel? – The users all disagree with your gut feel? – The users don’t care either way? 36
  • 37.
    Tip 9 Trywriting your presentation first (before the questions) Natalie Webb, conversation at UPA2010 37
  • 38.
    Outline Tips aboutquestions Tips about process Tips about testing 38
  • 39.
    “If you don’thave time to do the pilot, you don’t have time to do the study” • Oppenheim, A. P. (1992) “Questionnaire Design, Interviewing and Attitude Measurement “ – And in each subsequent edition • Dillman, D.A. (2000) “Internet, Mail and Mixed Mode Surveys: The Tailored Design Method” – And in each subsequent edition • Gillham, B (2000) “Developing a Questionnaire” – And in the second edition I wish I’d run a pilot Jarrett, C. (2010) 39
  • 40.
    Tip 10 Runa pilot 40
  • 41.
    Caroline Jarrett Twitter: @cjforms Slideshare:cjforms [email protected] I’m a consultant, hire me: Consultancy: www.effortmark.co.uk Training: www.usabilitythatworks.com Free stuff: Forms advice: www.formsthatwork.com Editing: www.editingthatworks.com Columns: www.uxmatters.com “Good Questions” 41