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    ESSENTIALSOF RESEARCH

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    Understand the role of measurement inmarketing research

    Explain the four basic levels of scales

    Describe scale development and itsimportance gathering primary data

    Discuss comparative andnoncomparative scales

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    Measurement

    To collect data, you need to havesomething to measure

    Measurement is the process ofassigning numbers or scores

    to characteristics or attributes

    of the objects or people of

    interest

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    Measurement is the process of assigningnumbers or labels to objects, persons, states,or events in accordance with specific rules torepresent quantities or qualities of attributes.

    We do not measure specific objects, persons,

    etc., we measure attributes or features thatdefine them. Ex., What defines the person Brent Wren?

    What is a students level of education? Howcustomer oriented is our company?

    Overriding Goal: To provide a valid andreliable description or enumeration of theperson, objects, issue, etc.

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    Why do scores on a measurement scale differ? A true difference in the characteristic being

    measured. Short-term personal factors (e.g., moods, time

    constraints) Situational factors (e.g., surroundings) Variations in method of administering survey. Sampling of items included in the

    questionnaire.

    Lack of clarity in the measurement instrument. Mechanical or instrument factors causing

    completion errors.

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    1. Define concepts to be measured

    2. Define attributes of the concepts

    3. Select scale of measurement (data type)

    4. Generate Items/Questions Wording

    Response format

    5. Layout and design questionnaire

    6. Pretest and refine

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    Variables

    When we measure the attributes of an object,we obtain a value that varies between

    objects.

    For example consider the people in this class

    as objects and their height as the attribute

    The attribute height varies between objects,

    hence attributes are more collectively known

    as variables Variables can be measured on four different

    scales

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    Attitudes

    Expressions of inner feelings that reflect whethera person is favorably or unfavorably predisposed

    to some object a brand, a brand name, a

    service, a service provider, a retail store, a

    company, an advertisement; in essence, anymarketing stimuli.

    Opinions

    A large amount of questions in marketingresearch are designed to measure attitudes

    Marketing managers want to understand

    consumers attitudes in order to influence their

    behavior

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    The ABCs of attitudes: The Affective Component (based on feelings or

    overall evaluation) Feelings of like or dislike

    The Behavioral Component (likely actiontoward object; e.g. from a consumer behavior

    point of view, the consumers intention to buy a

    product) Intentions to behave

    The Cognitive Component (based on beliefs;

    what you think about a marketing stimulus)

    Information possessed

    Three components of attitudes

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    Nominal Scales

    Ordinal Scales

    Interval Scales

    Ratio Scales

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    Classifies data according to a category

    only.

    E.g., which color people select.Colors differ qualitatively not

    quantitatively.

    A number could be assigned to each

    color, but it would not have any value.

    The number serves only to identify thecolor.

    No assumptions are made that any color

    has more or less value than any other

    color.

    Nominal scale

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    Assign subjects to groups or categories

    No order or distance relationship

    No arithmetic origin

    Only count numbers in categories

    Only present percentages of categories

    Chi-square most often used test of

    statistical significance

    Nominal scale

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    Sex Social status

    Marital status Days of the week (months)

    Geographic location Seasons

    Ethnic group Types of restaurants

    Brand choice Religion

    Job type: executive, technical, clerical

    Other examples

    Coded as 0 Coded as 1

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    Which of the following media influences your purchasing decisions themost?

    1 Television

    2 Radio

    3 Newspapers

    4 Magazines

    Nominal scale

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    Classifies data according to some

    order or rank; e.g. names ordered

    alphabetically

    With ordinal data, it is fair to say that

    one response is greater or less than

    another.

    E.g. if people were asked to rate the

    hotness of 3 chili peppers, a scale of"hot", "hotter" and "hottest" could be

    used. Values of "1" for "hot", "2" for

    "hotter" and "3" for "hottest" could be

    assigned.

    Ordinal scale

    The gap between the items is

    unspecified.

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    Can include opinion

    and preference scales

    Median but not mean

    No unique, arithmetic

    originItems cannot be

    added

    In marketingresearch practice,

    ordinal scale variables

    are often treated as

    interval scale variables

    Ordinal scale

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    Ordinal scale

    Small medium large

    Quality

    Likert scales, rank on a scaleof 1.5 your degree of

    satisfaction

    Womens dress sizes

    Examples

    1 Padraig Harrington 116

    2 Tiger Woods 78

    3 Vijay Singh 62

    4 Phil Mickelson 54

    5 Sergio Garcia 54

    6 Anthony Kim 46

    7 Kenny Perry 42

    8 Camilo Villegas 42

    9 Trevor Immelman 30

    10 Stewart Cink 14

    Rank Player Points

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    Please rank the news programs offered in the following four networks

    based on your preference.(1 for most preferred, 4 for least preferred).

    _____ TVP1

    _____ TVP2_____ Rzeszow TV

    _____ TVN

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    How likely are you going to buy a new automobile within the next six

    months? (Please check the most appropriate category)

    Definitely will not buy ___ 1

    Probably will not buy ___ 2

    May or may not buy ___ 3

    Probably will buy ___ 4Definitely will buy ___ 5

    Interval scale

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    Similar to interval scales except that the

    ratio scale has a true zero value.

    e.g. the time something takes

    Allows you to compare differences

    between numbers.

    Permits full arithmetic operation.

    If a train journey takes 2 hours and 30

    min, then this is half as long as a journey

    which takes 5 hours.

    Ratio scale

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    Indicates actual amount of variable Shows magnitude of differences between points on scale

    Shows proportions of differences

    All statistical techniques useable

    Most powerful with most meaningful

    answers

    Allows comparisons of absolute

    magnitudes

    Ratio scale

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    01234567

    Examples

    height, weight, age,

    length

    time

    income

    market share

    1.What is your annual income before

    taxes? $ _______

    2. How far is your workplace from

    home?

    _______ kilometres

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    Primary scales of measurement

    4 81 9

    Nominal Numbers

    assignedto runners

    Ordinal Rank order of

    winners

    Third

    Place

    Second

    Place

    First

    Place

    Interval Performancerating on a 0 to

    10 Scale8.2 9.1 9.6

    Ratio Time to finish in

    seconds 15.2 14.1 13.4

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    Always use the most powerful scale

    possible

    Adding sophistication to scales Concept: Desire to watch Star Wars movies

    If a Star Wars movie is on television will youwatch it?

    Yes _____ No _____

    How likely are you to watch a Star Wars movieshown on television?

    Very Likely ____ Likely ____

    Indifferent ___

    Unlikely _____ Very Unlikely _____

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    Paired

    compariso

    n

    Rank

    order

    Constan

    t sum

    Comparativ

    e scales

    Non-comparative

    scales

    Continuo

    us rating

    scales

    Itemized

    rating

    scales

    Stapel

    Semantic

    differentialLikert

    A classification of scaling techniques

    SCALING TECHNIQUES

    Others

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    Types of scaling Techniques

    COMPARATIVE SCALES

    Involve the respondent directly comparing stimulus objects.

    e.g. How does Pepsi compare with Coke on sweetness

    NON-COMPARATIVE SCALES

    Respondent scales each stimulus object independently of other objects

    e.g. How would you rate the sweetness of Pepsi on a scale of 1 to 10

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    Comparative scales:

    paired comparison items

    A and B

    A and C A and D

    B and C

    B and D C and D

    If we have brands A, B, C and D, we would haverespondents compare

    usually limited to N < 15

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    Please indicate which of the following airlines you

    prefer by circling your more preferred airline in

    each pair:

    Air Canada WestJet

    Air Transat Air Canada

    Horizon Air WestJet

    WestJet Air Transat

    Air Canada Horizon Air

    Horizon Air Air Transat

    Comparative scales:

    paired comparison items

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    Allocate a total of 100 points among the following soft-drinks depending

    on how favorable you feel toward each; the more highly you think of

    each soft-drink, the more points you should allocate to it. (Please check

    that the allocated points add to 100.)

    Coca-Cola _____ points

    7-Up _____ points

    Mirinda _____ points

    Fanta _____ points

    Pepsi-Cola _____ points

    100 points

    Comparative scales:

    constant sum scales

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    Please divide 100 points among the following characteristics so the

    division reflects the relative importance of each characteristic to you in

    the selection of a bank

    Hours of service ________________

    Friendliness _______________

    Distance from home ________________

    Investment vehicles ________________

    Parking facilities __________________

    Comparative scales:

    constant sum scales

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    Rank the following soft-drinks from 1 (best) to 5 (worst) according to your

    taste preference:

    Coca-Cola _____

    7-Up _____

    Fanta _____

    Pepsi-Cola _____

    Mountain Dew _____

    Top and bottom rank choices are easy Middle ranks are usually most difficult

    Comparative scales:

    rank order scales

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    Paired

    compariso

    n

    Rank

    order

    Constan

    t sum

    Comparativ

    e scales

    Non-comparative

    scales

    Continuo

    us rating

    scales

    Itemized

    rating

    scales

    Stapel

    Semantic

    differentialLikert

    A classification of scaling techniques

    SCALING TECHNIQUES

    Others

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    Continuous scale How would you rate Stat. Analysis to other

    courses this term

    0 10 20 30 40 50 60 70 80 90 100

    The worst

    The BestXX

    Non comparative scale

    Non comparati e scale

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    Non-comparative scale

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    Itemized Rating Scales

    Semantic

    differential

    scale

    The Likert scale Stapel scale

    Non Comparative Scales

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    Non-Comparative Scales

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    Modern Store

    Low prices

    Unfriendly staff

    Narrow productrangeSophisticated

    customers

    Old- fashioned store

    High prices

    Friendly staff

    Wide product rangeUnsophisticated

    customers

    Semantic differential scale

    Here are a number of statements that could be used to describe

    Tesco. For each statement tick ( ) the box that best

    describes your feelings about Tesco.

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    Likert scaleStrongly

    disagree

    Disagree Neither agree

    nor disagree

    Agree Strongly

    agree

    Cost is the most importantconsideration when buying a

    new car

    1 2 3 4 5

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    Strongly agree

    Agree

    Undecided

    Disagree

    Strongly disagree

    Agree strongly

    Agree moderately

    Agree slightly

    Disagree slightly

    Disagree

    moderately

    Disagree strongly

    Agree

    Disagree

    Agree

    Undecided

    Disagree

    Agree very strongly

    Agree strongly

    Agree

    Disagree

    Disagree strongly

    Disagree very strongly

    Completely agree

    Mostly agree

    Slightly agree

    Slightly disagree

    Mostly disagree

    Completelydisagree

    AGREEMENT To what extent do you agree or disagree that Pudliszki

    is a high quality brand?

    Disagree strongly

    Disagree

    Tend to disagree

    Tend to agree

    Agree

    Agree strongly

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    Very frequently

    Frequently

    Occasionally

    Rarely

    Very rarely

    Never

    Always

    Very frequently

    Occasionally

    Rarely

    Very rarely

    Never

    Always

    Usually

    About half the time

    Seldom

    Never

    Almost always

    To a considerable degree

    Occasionally

    Seldom

    A great deal

    Much

    Somewhat

    Little

    Never

    Often

    Sometimes

    Seldom

    Never

    Always

    Very often

    Sometimes

    Rarely

    Never

    FREQUENCY How frequently do you go swimming?

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    Very important

    ImportantModerately important

    Of little importance

    Unimportant

    Very important

    Moderately important

    Unimportant

    Very goodGood

    Barely acceptable

    Poor

    Very poor

    Extremely poorBelow average

    Average

    Above average

    Excellent

    Good

    Fair

    Poor

    IMPORTANCE

    QUALITY

    How important is price to you when purchasing jeans?

    How would you rate the quality of Toshiba laptops?

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    Likely

    Unlikely

    To a great extent

    Somewhat

    Very little

    Not at all

    True

    False

    Definitely

    Very probably

    Probably

    Possibly

    Probably not

    Very probably not

    Almost always true

    Usually true

    Often true

    Occasionally true

    Sometimes but infrequently true

    Usually not true

    Almost never true

    True of myself

    Mostly true of myself

    About halfway true of myself

    Slightly true of myself

    Not at all true of myself

    LIKELIHOOD How likely will you be to purchase a car in the next 6

    months?

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    Stapel scale

    +5

    +4

    +3+2

    +1

    quality

    -1

    -2-3

    -4

    -5

    +5

    +4

    +3+2

    +1

    service

    -1

    -2-3

    -4

    -5

    Rank university BAREK on the

    quality of its food and service.

    S f

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    Select a plus number for words that you

    think describe the store accurately. The

    more accurately you think the work

    describes the store, the larger the plus

    number you should choose. Select a minus

    number for words you think do not describe

    the store accurately. The less accurately

    you think the word describes the store, the

    larger the minus number you should

    choose, therefore, you can select anynumber from +5 for words that you think are

    very accurate all the way to -5 for words that

    you think are very inaccurate.

    A Stapel scale for measuring a stores image

    Tesco

    +5 +5 +5+4 +4 +4

    +3 +3 +3

    +2 +2 +2

    +1 +1 +1

    HIGH POOR WIDE

    QUALITY SERVICE VARIETY-1 -1 -1

    -2 -2 -2

    -3 -3 -3

    -4 -4 -4

    -5 -5 -5

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    SOME BASIC CONSIDERATIONS

    WHEN SELECTING A SCALE

    Balanced versusnon-balanced

    alternatives

    Number of

    categories

    Odd or even number

    of scale categories

    Forced versus non-forced

    choice

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    Odd

    Strongly agree _____

    Agree _____

    Neutral _____

    Disagree _____

    Strongly disagree_____

    Even

    Strongly agree_____

    Agree _____

    Disagree _____

    Strongly disagree___

    Odd versus even

    if neutral responses likely, use oddnumber

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    Balanced vs. Unbalanced

    Balanced

    Very good ______Good ______

    Fair ______

    Poor ______

    Very poor ______

    Unbalanced

    Excellent ______Very good ______

    Good ______

    Fair ______

    Poor ______

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    Forced vs. Unforced

    Forced

    Extremely reliable ___

    Very reliable ___

    Somewhat reliable ___

    Somewhat unreliable ___

    Very unreliable ___

    Extremely unreliable ___

    Unforced

    Extremely reliable ___

    Very reliable ___

    Somewhat reliable ___

    Somewhat unreliable ___

    Very unreliable ___

    Extremely unreliable ___

    Dont know ___

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    Labeled vs. End anchored

    Labeled

    Excellent _____Very good _____

    Fair _____

    Poor _____

    Very Poor _____

    End Anchored

    Excellent __________

    _____

    _____

    Poor _____

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    Labeled

    Excellent _____Very good _____

    Fair _____

    Poor _____

    Very poor _____

    Excellent _____

    Very good _____

    Fair _____

    Poor _____

    Very poor _____

    Intervals may not reflect the semantic

    meaning of the Adjectives

    Intervals are

    not equal

    Intervals are

    not equal

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    Number of scale points

    5 Point

    Excellent _____

    _____

    _____

    _____

    Poor _____

    10 Point

    Excellent_____________

    _____________

    _____________

    _____________

    _____________

    _____________

    _____________

    _____________

    _____________

    _____________Poor

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    1. ReliabilityThe degree to which a measure accurately capturesa true outcome without errorsynonymous with repetitive consistency2. ValidityThe degree to which a measure faithfullyrepresents the underlying concept (it asks the rightquestions)3. SensitivityThe ability to discriminate meaningful differencesbetween attitudes. The more categories the moresensitive (but less reliable)

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    Reliability can be more easily determined thanvalidity

    If it is reliable, it may or may not be valid

    If a measure is valid, it may or may not bereliable

    If it is not reliable, it cannot be valid

    If it is not valid, it may or may not be reliable

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    Reliability and Validity

    Neither ReliableNor Valid Reliable ButNot Valid

    Reliable

    And Valid

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    Example of low validity, high

    reliability Scale is perfectly accurate, but is capturing

    the wrong thing; for example, it measures

    consumers interest in creative writing ratherthan preference for kinds of stationery.

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    Example of modest validity,

    low reliability Scale genuinely measures consumers

    interest in kinds of stationery, but poorly

    worded items, sloppy administration,data entry errors lead to random errors

    in data

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    Nominal scales focus on only requiring arespondent to provide some type of

    descriptor as the raw response

    Example.

    Please indicate your current martial status.

    __Married __ Single __ Single, never married __ Widowed

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    Ordinal scales allow the respondent toexpress relative magnitude between the raw

    responses to a question

    Example.

    Which one statement best describes your opinion of an Intel PC processor?

    __ Higher than AMDs PC processor

    __ About the same as AMDs PC processor

    __ Lower than AMDs PC processor

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    Interval scales demonstrate the absolutedifferences between each scale point

    Example.

    How likely are you to recommend the Santa Fe Grill to a friend?

    Definitely will not Definitely will

    1 2 3 4 5 6 7

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    Ratio scales allow for the identification ofabsolute differences between each scale point,

    and absolute comparisons between rawresponses

    Example 1.

    Please circle the number of children under18 years of age currently living in your

    household.

    0 1 2 3 4 5 6 7 (if more than 7, please specify ___.)

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    Understanding of the questions Discriminatory power of scale descriptors

    Balanced versus unbalanced scales

    Forced or nonforced choice scales Desired measure of central tendency and

    dispersion

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    Central Tendency Mode

    Median

    Mean

    Dispersion Frequency

    distribution

    Range

    Standarddeviations

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    If a nominal scale is used, analysis of raw datacan only be done using modes and frequencydistributions

    If ordinal scales are used, analysis of raw data

    can be done using medians and ranges (plusmodes and frequency distributions)

    If interval or ratio scales are used, analysis ofraw data can be done through the use of sample

    means and estimated standard deviations as thesample statistic (plus the above)

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    1. Define concepts to be measured2. Define attributes of the concepts

    3. Select scale of measurement (data type)

    4. Generate Items/Questions Wording

    Response format

    5. Layout and design questionnaire

    6. Pretest and refine

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    Items are basically questions Need to ensure that enough questions are

    asked to generate information necessary toaddress research problems.

    Likely will have a mix of question typesand scales of measurement

    Multi-item, Composite or Index Measures

    A measurement scale containing multiplequestions addressing same construct orattribute

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    Likert Scale Likert-Type Scale

    Semantic Differential Scale

    Behavioral Intention Scale Noncomparative Scales

    Comparative Scales

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    A likert scale is

    an ordinal scale format

    thatasks respondents

    to indicate the extent to which

    they agree or disagree with a series of

    mental or behavioral belief

    statements about a given object

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    A semantic differential scale is

    unique bipolar ordinal scale format

    that captures a persons attitudesand/or feelings about a given object

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    A behavioral intentionscale is

    a special type of rating scale designed

    to capture the likelihood that people

    will demonstrate some type ofpredictable behavior intent

    toward purchasing an object or service

    in a future time frame

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    Noncomparative Rating Scales format that requires a judgment without reference

    to another object, person, or concept

    Comparative Rating Scales

    format that requires a judgment comparing oneobject, person, or concept against another on thescale

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    1. Define concepts to be measured2. Define attributes of the concepts

    3. Select scale of measurement (data type)

    4. Generate Items/Questions Wording

    Response format

    5. Layout and design questionnaire

    6. Pretest and refine

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    Major Issues What should be included?

    Comes from objectives, construct definitions, andassociated attributes

    How should questions be phrased? In what sequence should questions be arranged?

    What layout will best serve the research objectives?

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    Open-ended vs. Closed-ended

    Simple dichotomous vs. Multi-choice A place for every respondent but only one place

    (Exhaustive and Mutually Exclusive)

    Range of choices needs to be consistent with the

    sample (ex. income categories for students vs.professionals)

    How to handle no opinion or notapplicable respondents?

    Do you need odd or even number ofchoices?

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    Use simple language that is consistent withyour population

    Be as specific as possible

    Avoid leading and loaded questions

    Avoid double-barreled questions Ex. How would you rate our companys service,

    selection of products, and prices?

    Avoid questions that are too difficult to

    answer

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    Always begin with simple, non-offensivequestions and get more complex as youmove along. Funneling technique

    Pay attention to whether certain questionsare relevant for every respondent or onlysome Use branching or filter questions appropriately

    Give clear instructions for completing

    questionnaire Use appropriate fonts and white space to

    avoid crowding

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    The following links will provide you copies ofquestionnaires that have been developed andused in this class before.

    Madison Resident Survey http://cas.uah.edu/wrenb/mkt343/madison.final.doc

    University Fitness Center

    http://cas.uah.edu/wrenb/mkt343/ufc.doc Graduating Students Survey

    http://cas.uah.edu/wrenb/mkt343/graduating studentsurvey.doc

    Panoply http://cas.uah.edu/wrenb/mkt343/panoply.doc

    Huntsville Land Trust http://cas.uah.edu/wrenb/mkt343/landtrust.ques.doc

    http://cas.uah.edu/wrenb/mkt343/madison.final.dochttp://cas.uah.edu/wrenb/mkt343/ufc.dochttp://cas.uah.edu/wrenb/mkt343/graduating%20student%20survey.dochttp://cas.uah.edu/wrenb/mkt343/graduating%20student%20survey.dochttp://cas.uah.edu/wrenb/mkt343/panoply.dochttp://cas.uah.edu/wrenb/mkt343/landtrust.ques.dochttp://cas.uah.edu/wrenb/mkt343/landtrust.ques.dochttp://cas.uah.edu/wrenb/mkt343/panoply.dochttp://cas.uah.edu/wrenb/mkt343/graduating%20student%20survey.dochttp://cas.uah.edu/wrenb/mkt343/graduating%20student%20survey.dochttp://cas.uah.edu/wrenb/mkt343/ufc.dochttp://cas.uah.edu/wrenb/mkt343/madison.final.doc