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Modules/Module3/Mod3Home.html
Module 3 - Home
Obtaining the Data for the Research Context
Modular Learning Outcomes
Upon successful completion of this module, the student will be able to satisfy the following outcomes:
- Case
- Identify the unit of analysis.
- SLP
- Use descriptive data to forecast.
- Discussion
- Identify potential ethical issues in data collection.
Module Overview
The “sample” component of your methodology describes:
- the participants in your study,
- their organizational context,
- their roles in relation to your research questions,
- how many people might be involved,
- the kinds of data that you hope to obtain from each of them,
- how you plan to obtain their cooperation,
- how you plan to protect your respondents and their interests,
and related issues. This section is particularly important, because if you do not have any participants in your study, you will not have any data, and therefore you will not have a project. Research is inherently a cooperative endeavor between the researcher and the people and situations that he/she is investigating. Your participants have an investment in your study, just as you do. They will be giving you their time and energy and commitment to help you with your study. In return, you need to be sure that you are providing value to them, in some form.
Interactions with your participants might take the form of surveys or questionnaires, in which you ask a limited number of highly structured questions of the same kinds of people, with an aim of gathering some generalizable information about some factors. This is very common form of participant interaction and requires explanation and/or compliance with the human subjects’ protection rules (see below). Or you might prefer interviews, either structured or semi-structured, in which you aim to gather more in-depth qualitative information than is possible with a survey. Again, there are some specific rules that need to be complied with.
These human subject protection rules are administered by the Institutional Review Board of the University. These are federal rules that have the force of law behind them. You need to obtain the approval of the board at your university in order to be able to legally conduct research in which you gather data directly from people. You will find in the readings for this module information about the requirements for such approval.
The readings for this module cover both the mechanics of selecting a sample and theory governing sampling, as well as practical suggestions about obtaining cooperation and effective participation on the part of your respondents. The case for this module calls for you to identify the participants and respondents in your research and some things about the information you propose to gather from them.
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Module 3 - Background
Obtaining the Data for the Research Context
Required Reading
Barnett, J., Vasileiou, K. Thorpe, S., and Young, T. (2015, January). Justifying the adequacy of samples in qualitative interview-based studies: Differences between and within journals. In Quality in qualitative research and enduring problematics. Symposium conducted by the faculty of Humanities and Social Sciences at the University of Bath, Bath, Somerset, United Kingdom. Retrieved May 10, 2018, from http://www.bath.ac.uk/sps/events/Documents/27_jan_2015_slides/julie_barnett.pdf
Chapters 1-4 in: Carlberg, C. (2016). Excel sales forecasting for dummies, 2nd edition. John Wiley & Sons. Available in the Trident Online Library: Follow these instructions for Finding Skillsoft Books. Enter 132620 in the search bar.
Preface in: Dean, S., & Illowsky, B. (2014). Collaborative Statistics. Connexions: Rice University. Creative Commons License 3.0. Retrieved from https://cnx.org/contents/[email protected]:LnCgyaMt@17/Preface
Chapter 1 in: Dean, S., & Illowsky, B. (2014). Collaborative Statistics. Connexions: Rice University. Creative Commons License 3.0. Retrieved from https://cnx.org/contents/[email protected]:AkLGjuVA@15/Video-Lecture-1-Sampling-and-Data
Dudovskiy, J. (n.d.) Sampling. Retrieved May 10, 2018, from the Research Methodology website at https://research-methodology.net/sampling-in-primary-data-collection/
Råheim, M., Magnussen, L. H., Sekse, R., Lunde, A., Jacobsen, T., & Blystad, A. (2016). Researcher–researched relationship in qualitative research: Shifts in positions and researcher vulnerability. International Journal of Qualitative Studies on Health and Well-being, 11, 10.3402/qhw.v11.30996. Retrieved from https://www.tandfonline.com/doi/full/10.3402/qhw.v11.30996
Rowley, J. (2014). Designing and using research questionnaires. Management Research Review. Retrieved May 10, 2018, from https://e-space.mmu.ac.uk/579515/1/Designing%20and%20using%20Research%20QuestionnairesREV18042013.pdf
Stockberger, D. (2016). Introductory statistics: Concepts, models, and applications. Missouri State University. Retrieved from http://www.psychstat.missouristate.edu/introbook/sbk19.htm
Taherdoost, H. (2016). Sampling methods in research methodology: How to choose a sampling technique for research. International Journal of Academic Research in Management (IJARM ), 5(2), 18–27.
Yip, C., Han, N., & Sng, B. (2016). Legal and ethical issues in research. Indian Journal of Anaesthesia, 60(9), 684–688. Retrieved from http://www.ijaweb.org/article.asp?issn=0019-5049;year=2016;volume=60;issue=9;spage=684;epage=688;aulast=Yip
Video Material
Flipp, C. (2014, Feburary 22). Qualitative Sampling [Video file]. Retrieved from https://www.youtube.com/watch?v=-Dn4u9DPmDs
Flipp, C. (2014, March 3). Quantitative sampling [Video file]. Retrieved from https://www.youtube.com/watch?v=WKUAop1Pre0
Excel Campus - Jon. (2015, February 4). Introduction to pivot tables, charts and dashboards in Excel (part 1) [Video file]. Retrieved from https://www.youtube.com/watch?v=9NUjHBNWe9M
Excel Resources
Brown, N., Lave, B., Romey, J., Schatz, M., & Shingledecker, M. (2018) Beginning Excel. OpenOregon, Creative Commons License. Retrieved from https://openoregon.pressbooks.pub/beginningexcel/ and https://openoregon.pressbooks.pub/beginningexcel/front-matter/introduction/
ExcellsFun. (2016, May 20). Highline Excel 2016 class 15: Excel charts to visualize data: Comprehensive lesson 11 chart examples [Video file]. Retrieved from https://www.youtube.com/watch?v=xLmtGk7Ymy8&t=2003s
Chapter 10 in: Harvey, G. (2016). Excel 2016 for Dummies. John Wiley & Sons. Available in the Trident Online Library: Follow these instructions for Finding Skillsoft Books. Enter 117498 in the search bar.
Book II: Chapters 1–4 and Book V: Chapter 1 in: Harvey, G. (2016). Excel 2016 All-in-One For Dummies. John Wiley & Sons. Available in the Trident Online Library: Follow these instructions for Finding Skillsoft Books. Enter 112925 in the search bar.
Kaceli, S. (2016, January 24). Excel 2016 Tutorial: A comprehensive guide on Excel for anyone [Video file]. Retrieved from https://www.youtube.com/watch?v=8lXerL3DHRw. Note: This video runs for 2 hours.
Optional Reading
Cooper, B. (2017). The best ways to persuade people. Retrieved May 10, 2018, from the Planio website at https://plan.io/blog/the-best-ways-to-persuade-people/
Hearn, P. (2016). 5 ways to encourage people to complete your online survey. Retrieved May 10, 2018, from the MRDC Software website at http://www.mrdcsoftware.com/blog/5-ways-to-encourage-people-to-complete-your-online-survey
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Justifying the adequacy of samples in qualitative
interview-based studies: Differences between and
within journals
Prof Julie Barnett a, Konstantina Vasileiou a, Dr Susan Thorpe b, Prof Terry Young c
a University of Bath, Department of Psychology
b Newcastle University, School of Psychology
c Brunel University London, College of Engineering, Design and Physical Sciences
Symposium: “Quality in qualitative research and enduring problematics”
Qualitative Methodology Forum – 27 January 2015
Faculty of Humanities and Social Sciences, University of Bath
Experiential triggers for this project (1)
“First of all, most of the
articles published in the
journal are not qualitative in
protocol. So we need to
enter this manuscript gently
as has been done with
some others”
Editor
“Third, I don’t have a good understanding of the
representativeness of the sample. Only 30% of
winning organizations were represented. Of them,
the key informants are not at all well-described.
How do we know that these 15 people best
represent their organizations? Who are they?
What are their characteristics. The sampling issue
(at both of two levels, organization selection and
individual selection within organizations) is a
critical issue”
“I thought for a topic like this you may need to increase
the number of participants to at least 25 (50%). This was
not a random selection. 15 is respectable. However,
can you prove they are representative of the 51
winners? Secondly what are these winners of? What
are the broader implications of using such subjects?
Who can they speak for?”
Experiential triggers for this project (2)
“While no decisions
regarding clinical practice
should ever be based on
such a small sample size,
in the end I believe it makes
a contribution solely in the
way we conceptualize
evidence. “
Reviewers
“Your sample size of 15 out of 51 organizations
is very small….However, the issue of sampling
error is just as pertinent to qualitative researchers
as it is to quantitative researchers. Three
statements are just not enough for me to believe
that the result will generalize to the larger
population. In other words, how do I know this is a
real signal rather than noise? The generalizability
of the results, perhaps, might be more believable if
a large proportion of the interviewees concurred
with the quoted statements.”
“There remains an issue of
how useful this information
would be. The poor
response rate is certainly
something that gives the
reader pause, and the
results of the work cannot
be seen as generalizable.”
“The generalizability of findings is what
makes science different from faith-based
study. If the purpose of qualitative
research is not to produce findings that
are capable of generalizing beyond the
data gathered, then why should a reader
care about the results? We only care
when we think the results may
generalize to our own studies,
theories, situations, etc.”
How many qualitative interviews are enough? Purposeful sampling → Informationally representative samples (vs statistically
representative)
Tension between achieving informational redundancy and be able to conduct in-depth,
‘case-oriented’ analysis (Sandelowski, 1995)
So how many interviews are enough?
Experts in the field tend to concur with the answer that “It depends…” (Baker & Edwards,
2012)
Research objective(s)
Epistemological and theoretical underpinnings
Type of analysis
Epistemic community (i.e. rules, norms of the scientific community one belongs to)
Practical considerations (e.g. hard to access participants; resources; researcher’s career
stage; institutional constraints)
The criteria of data/empirical saturation or theoretical saturation (i.e. when no new
insights about the phenomenon/theoretical category are found by adding new cases) remain
useful in determining qualitative sample sizes.
Our Research Questions
To what extent are arguments to justify the sample size
of qualitative interview-based research employed?
What are these arguments?
Do the presence and/or the nature of justifications differ
across journals from different disciplines?
How might the justifications relate to other
characteristics such as the type of analysis?
What justifications, other than sample size, are used to
defend the adequacy of the sample?
Do the various justifications change over time?
How do we ‘do’ science: Scrutinising
published research
A few examples…
How is theory used in qualitative research? (Bradbury-Jones, C., Taylor, J., Oliver Herber, O. (2014). How theory is used and articulated in qualitative research:
Development of a new typology. Social Science & Medicine,120, 135-141)
How are research questions constructed in social
scientific work? (Alvesson, M., & Sandberg, J. (2013). Constructing research questions: doing interesting research. London: Sage)
Are participant recruitment and retention in RCTs
adequately reported? (Toerien et al. (2009). A review of reporting of participant recruitment and retention in RCTs in six major journals. Trials, 10, 52.)
Our Methods
• Systematic review of qualitative interview-based
studies
• Published between Jan 2003 and Dec 2013 in high
quality healthcare-related journals representing different
disciplines
Journals:
British Medical Journal (BMJ) (Medical focus)
British Journal of Health Psychology (Psychology)
Sociology of Health & Illness (Sociology)
Journal of Healthcare Management (Management Sciences)
Social Science & Medicine (Interdisciplinary Social Sciences
journal)
Inclusion/exclusion criteria
Cross-sectional study design (i.e. longitudinal studies were
excluded)
Individual, qualitative interviews as method of data collection (i.e.
group interviews and structured interviews were thus excluded)
Data analysed qualitatively (i.e. studies that quantified their
qualitative data were excluded)
Mixed method studies were excluded (e.g. qualitative interviews
and structured questionnaires)
Papers reporting more than one qualitative methods of data
collection were excluded (e.g. individual interviews and focus
groups)
Data Extraction Form
Data analysis
We used both qualitative and quantitative analysis of data
Some preliminary results: British Medical
Journal (BMJ)
Search keywords: interview* AND qualitative
132 results were obtained from the search
All 132 results were screened as to
whether they met the criteria
22 eligible articles were included in the
review
Identification
Screening
Data were extracted from the 23 articles
that met the eligibility criteria Eligibility
Included One paper was excluded
due to longitudinal design
BMJ: Some basic stats
Countries of data
collection
Frequency
of papers
Percentage
%
UK 16 72
Netherlands 2 9
Canada 1 4
Serbia 1 4
Australia 1 4
South Africa &
Uganda
1 4
Total 22 100.0
N of Interviews N of participants
Minimum 19 19
Maximum 128 128
Median 31 30.5
Mean (SD) 44.14 (31) 44.73 (31.05)
Table 1
Countries of data collection
Table 2
N of interviews conducted and N of participants included
Study Populations N of papers involved each study population
Percentage (%) of the
total number (N =22) of
studies*
Patients 13 59 Doctors 5 22 Nurses 3 14 Relatives & Significant others 3 14 Senior Healthcare Managers 1 4
Healthcare Administrative
Staff 1 4
Children (but not patients) 1 4 Caregivers 1 4
Other (e.g. sex workers, ex-
offenders etc.) 4 18
Table 3
Study populations
* Some studies involved more than one study population (e.g. patients and doctors).
BMJ: Justification of sample size
The majority of papers (N = 12; 54.5%) did not justify their
sample size in any way
Types of Justification Frequency Percentage % over the total
number of justifications
provided
Data saturation 7 41
Theoretical Saturation 2 12
Previous literature 2 12
Sample pre-defined requirements
(e.g. maximum variation sampling)
2 12
Pragmatic reasons 2 12
Researchers’ experience 1 6
Nature of qualitative data 1 6
Total 17 100.00
For the papers that
DID justify their
sample size (N = 10;
45.5%)
Number of different
justifications
provided by
‘justifying’ papers (N
= 10)
BMJ: Qualitative analysis of sample adequacy
argumentation (1)
Diversity/Variation
The argument of diversity counterbalanced the lack of sample
representativeness
Study Populations
“We…included the views not
only of patients and GPs but
also of practice nurses and
receptionists, who have
generally been excluded from
previous studies” (BMJ02)
Participant Demographic characteristics
“One strength of our study was the diverse
range of respondents in terms of age,
socioeconomic group, location, and household
smoking profile.(BMJ10)
“Participants were purposely sampled to
represent a wide range in medical specialties,
age, and sex to reflect the possible diversity of
opinions.” (BMJ19)
Aspects of the phenomenon of
interest
“An additional strength is its focus on
reactions to intermediate results as
well as positive and negative
diagnostic results” (BMJ07)
“As with any qualitative study aiming for a maximum
variation sample, the findings are not intended to be
numerically representative— the sampling method is
intended to show the diversity in responses, including
those that are less usual. (BMJ17)
“These tables were, however, derived from a purposive
sample and should not be taken to represent the
population; rather, we aimed to capture the range and
diversity of experience, beliefs, and opinions instead of
providing a quantitative summary of findings.” (BMJ20)
BMJ: Qualitative analysis of sample adequacy
argumentation (2)
Sample particularity: Constructed negatively as it undermines the
potential of representativeness of the sample and thus limits the
generalizability of findings
“The generalisability of our findings is
limited because the sample was drawn
from a prison in southwest England that
predominantly holds white British
offenders with sentences of less than one
year; to what extent our findings might
relate to long term offenders, those from
black and ethnic minorities, or women is
therefore unclear.” (BMJ09)
But because of the particular
nature and characteristics
pertinent to older people and
patients with chronic pain the
results presented may not be
generalisable to other drugs
or different age groups.”
(BMJ11)
“One limitation of our study is that we looked only
at cases in which a request for euthanasia had
not been granted or granted but not performed
(about two thirds of all requests), and the
perspectives of patients and physicians with
regard to unbearable suffering might be different
in cases where euthanasia was performed—for
instance, showing more agreement between
patients and physicians.” (BMJ15)
“Finally, within the sub-Saharan African
population, the participants in this study
are a relatively unusual group in that all
were receiving palliative care. Most people
dying with advanced illness in South Africa
and Uganda, and indeed in the rest of sub-
Saharan Africa, may have even less
access to information and care than this
sample.” (BMJ16)
"Another limitation of our study is
that we focused on “difficult” and
“straightforward” cases rather than
on the type of cancer; our study
may therefore not be
representative for the whole
cancer population.” (BMJ19)
Some preliminary conclusions…
Just over half of the papers did not justify their sample size in any
way
Claim to data saturation was the most common justification for the
sufficiency of sample size
Stakeholder, demographic or phenomenal diversity/variation was
the strongest line of defence of sample adequacy
Sample particularity was viewed to be problematic as it undermined
the scope of sample and thus the generalizability of results
There was an absence of claims around ‘theoretical
generalisations’
Quasi-quantitative referential system of evaluation of
sample adequacy
Thank you for listening!
Any questions?
References
Alvesson, M., & Sandberg, J. (2013). Constructing research questions: doing interesting research.
London: Sage
Baker, S.E., & Edwards, R. (2012). How many qualitative interviews is enough? Expert voices and
early career reflections on sampling and cases in qualitative research. National Centre for
Research Methods Review Paper.
Bradbury-Jones, C., Taylor, J., Oliver Herber, O. (2014). How theory is used and articulated in
qualitative research: Development of a new typology. Social Science & Medicine,120, 135-141
Sandelowski, M. (1995). Sample size in qualitative research. Research in Nursing & Health, 18, 179-
183.
Toerien et al. (2009). A review of reporting of participant recruitment and retention in RCTs in six
major journals. Trials, 10, 52.
Rowley-Designing and using Research Questionnaires.pdf
Designing and Using Research Questionnaires
Abstract
Purpose: This article draws on experience in supervising new researchers, and the advice
of other writers to offer novice researchers such as those engaged in study for a thesis, or
in another small-scale research project, a pragmatic introduction to designing and using
research questionnaires.
Design/methodology/approach: After a brief introduction, this article is organized into
three main sections: designing questionnaires, distributing questionnaires, and analysing
and presenting questionnaire data. Within these sections, ten questions often asked by
novice researchers are posed and answered.
Findings: This article is designed to give novice researchers advice and support to help
them to design good questionnaires, to maximise their response rate, and to undertake
appropriate data analysis.
Originality/value: Other research methods texts offer advice on questionnaire design and
use, but their advice is not specifically tailored to new researchers. They tend to offer
options, but provide limited guidance on making crucial decisions in questionnaire
design, distribution and data analysis and presentation.
Keywords: research questionnaires; quantitative research; quantitative data analysis.
Paper type: Conceptual paper
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1. Introduction
Questionnaires are one of the most widely used means of collecting data, and therefore
many novice researchers in business and management and other areas of the social
sciences associate research with questionnaires. Given their prevalence, it is to easy to
assume that questionnaires are easy to design and use; this is not the case – a lot of effort
goes into creating a good questionnaire that collects the data that answers your research
questions and attracts a sufficient response rate. In this article, we use the term research
questionnaire to refer to questionnaires that are used as part of an academic research
project. Others (e.g. Bryman and Bell, 2011) use the term self-completion questionnaire,
or the related terms self-administered questionnaire or postal or mail questionnaire.
Further, we use the term questionnaire to refer to documents that include a series of open
and closed questions to which the respondent is invited to provide answers. Research
questionnaires may be distributed to the potential respondents by post, e-mail, as an
online questionnaire, or face-to-face by hand. Interviews, especially structured and semi-
structured interviews, also ask questions that the respondent is invited to answer, but the
essential distinguishing characteristic of questionnaires is that they are normally designed
to be completed without any direct interaction with the researcher, either in person or
remotely. However, the boundary between questionnaires and interviews is fuzzy, since
they are both question answering research instruments, with unstructured interviews at
one end of a spectrum and questionnaires comprised of predominantly closed questions at
the other end. Respondents to a questionnaire may be asked to answer questions
regarding facts (e.g. their age or salary), or their attitudes, beliefs, behaviours or
experiences as a citizen, manager, professional, user, consumer or employee. Since one
of the main advantages of questionnaires is the ability to make contact with and gather
responses from a relatively large number of people in scattered and possibly remote
locations, questionnaires are typically used in surveys, where the objective is to profile a
‘population’. This leads to consideration of who to include in the survey, or the sample.
In research in organizational studies, management, and business, participants may be
selected either as an individual or as a representative of their team, organization, or
industry.
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If you are new to research, and possibly engaging in research to complete a thesis or
other small-scale project, and are planning to use questionnaires as a research method,
this article is written for you. It helps you to think about the decisions that you need to
make in designing questionnaires, distributing the questionnaires is such a way as to get a
good response rate, and analysing and presenting the data. This article seeks to provide
answers to some of the questions that new researchers frequently ask. Whilst its emphasis
is on helping you to do rigorous research and to succeed and maybe even excel, it is also
pragmatic in recognizing the time and other constraints often experienced by new
researchers.
There are many other sources of advice on designing and using research questionnaires
that you could also consult. First, there are many research methods textbooks that offer a
basic grounding in research methods (e.g. Bryman and Bell, 2011; Collis and Hussey,
2009; Cresswell, 2008; Denscombe, 2010; Easterby-Smith, Thorpe and Jackson, 2012;
Lee and Lings, 2008; Saunders, Thornhill and Lewis, 2012); since these books have a
wide scope, they only provide limited information on questionnaires as a data collection
method. Interestingly, there are only a few texts that deal specifically with quantitative
methods (e.g. Oakshott, 2009; Swift and Piff, 2010). Finally, there are a few texts
devoted specifically to questionnaires and/or surveys; amongst these Oppenheim (1992)
is regarded as a classic, whilst Gillham (2007), Sue and Pitter (2012) and Fowler (2008)
are also useful guides. Useful as these are, they can be a little daunting for the novice
researcher who is seeking a relatively quick and pragmatic approach to designing
questionnaires and analyzing their data. As with all research methods, learning how to
work with questionnaires is an iterative process, in which initial guidance allows the
researcher to get started, experience and reflection hones their art, and further advice
helps the researcher to develop their research skills yet further.
This article starts with discussion of a number of questions that are associated with the
design and planning of the questionnaire, and then moves on to consider aspects of the
questionnaire distribution and sampling, and finally, concludes with some thoughts on
making sense of the data and presenting it in a findings chapter.
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2. Designing questionnaires
Q1. Why should I choose questionnaires for my research?
Questionnaires are mostly used in conducting quantitative research, where the researcher
wants to profile the sample in terms of numbers (e.g. the proportion of the sample in
different age groups) or to be able to count the frequency of occurrence of opinions,
attitudes, experiences, processes, behaviours, or predictions. For example, questionnaires
could be distributed to members of a social network site in order to ascertain the reasons
for their membership of the site, and the benefits that they perceive themselves to derive
from membership of the site. The questionnaire might include questions relating to any of
the standard topics included in questionnaires:
• ‘facts’, such as their age or occupation
• opinions, attitudes, beliefs and judgments, such as opinions on the benefits of the site,
attitudes towards various features or functions of the site, and perceptions of the
usability of the site
• behaviour, such as how frequently they visited the site.
Questionnaires are typically used in survey situations, where the purpose is to collect data
from a relatively large number of people (say between 100 and 1000). Often, but not
always, the people from whom responses are collected are a sample drawn from a wider
population, and are chosen to ‘represent’ the wider population. So, for example, if we
wanted to compare the leadership styles adopted by CEO’s in technology companies with
those of CEO’s in retail organizations in the UK, we are unlikely to be able to collect a
completed questionnaire from every CEO in these two sectors. So, we would need to
make a decision as to how many responses from CEO’s of what types of organizations
we would regard as sufficient, and select a sample accordingly.
Although there are many different approaches to collecting data with which
questionnaires can be compared, a common consideration for novice researchers is
whether to choose between questionnaires or interviews. The big advantage of
questionnaires is that it is easier to get responses from a large number of people, and the
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data gathered may therefore be seen to generate findings that are more generalisable. For
example, if, say 400 students were surveyed on the factors that affected their choice of
mobile phone service provider, then this study would have the potential to be
generalisable to other members of the same student population. If, on the other hand,
instead of using questionnaires, the researcher had opted to conduct interviews, time
constraints would dictate that they collect data from rather fewer students, say, twenty.
With responses from only twenty students, we would feel a lot less confident that the data
collected would support generalization to the rest of the specific student population. On
the other hand, they may have potential to generate a range of insights and
understandings that might be useful, to say, mobile service providers. In general,
interviews are preferable to questionnaires when it is possible to identify people who are
in key positions to understand a situation, such as, say, the managers responsible for
implementing a corporate social responsibility policy in a specific brand of a retail chain.
In summary then, questionnaires are useful when:
• The research objectives centre on surveying and profiling a situation, to develop
overall patterns
• Sufficient is already known about the situation under study that it is possible to
formulate meaningful questions to include in the questionnaire.
• Willing respondents can be identified, who are in a position to provide
meaningful data about a topic. Questionnaires should not only suit the research
and the researcher, but also the respondents.
Q2. What types of research can be conducted through a questionnaire?
Surveys and questionnaires are employed to conduct a variety of different kinds of
research, key amongst which are:
1. Profiling and descriptive research, where the purpose is to generate a profile of
the characteristics of the sample. For example, in examining innovation in a
groups of SME’s in the food sector, questions might be posed to identify the level
of engagement with different innovation activities (Figure 1). Such research
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answers questions such as what do they do, what do they think, and, what are their
characteristics (e.g organizational age).
2. Predictive and analytical research, where the purpose is to understand any
relationships between variables. We might be interested in the relationship
between the number of hours exercise that a manager takes a week and their BMI.
Provided we have asked the respondents for information on these two variables,
and we have a sufficiently large data set, we can look for patterns, using
techniques like correlation, regression, or chi-squared tests, to investigate the
relationship between these two variables. For example, does BMI go down as the
number of hours exercise a week goes up? More advanced techniques such as
multiple regression and structured equation modeling allow exploration of the
relationships between several variables at one time. Once research has established
relationships between variables it may be possible to offer some predictions as to
future events or patterns of behaviour.
3. Developing and testing measurement scales, where the purpose is to generate a
measurement scale, or a set of statements to measure a complex variable, such as
service quality, trust, or innovation orientation. Creating a measure such as the
number of years experience a person has in their current role, or the turnover for a
business in the previous financial year, is relatively straightforward. However,
measuring and hence asking questions that ‘measure’, for example, the
innovativeness of an organization, or the extent of formalization of its strategic
planning processes is much more complex. Accordingly, researchers develop
measurement scales, comprising of a number of statements that can be used to
measure the variable. Typically, they initially propose such statements based on
previous research, and then test and refine the scale using data collected from
appropriate respondents, with the aid of analytical methods such as exploratory,
principal components or confirmatory factor analysis. Only when they have such
measures of complex variables, can they ask questions such as ‘Is there any
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relationship between the level of innovation orientation of the organization and its
turnover?’
Importantly, questions asked for one of above types of research can also be used in other
types.Thus, the responses to questions in Figure 1 can be used to determine either the
extent to which organizations are engaged in product innovation (profiling and
descriptive research), or they can be used together with questions on, say, organizational
age or turnover, to investigate the relationship between innovation activities and age and
turnover (predictive and analytical research). Finally, together with other similar
questions on innovation they can be used to generate an innovation orientation scale
(developing and testing measurement scales). In summary, it is important to be clear
about the aim and objectives of your research before embarking on questionnaire design.
Figure 1: Extract from a questionnaire on innovation orientation
1. How innovative are we?
Please respond on the following scale. In our organisation we... Strongly
Agree Agree Neither agree or disagree
Disagree Strongly disagree
encourage new ideas throughout the organisation. encourage and support innovative employees. gather and use information about our trade customers. are effective at implementing change. gather and use information about our consumers/end-users. put innovation at the heart of our strategic planning. gather and use information about our competitors & markets. engage in shaping an innovative organisational culture.
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Q3. How do I decide the questions to ask?
It goes without saying that the questions in the questionnaire are designed to generate
data that is intended to answer your research questions. On the other hand, the questions
often do not exactly match your research questions. First, and foremost it is important
that questions use language that respondents understand – whereas your research
questions may use more ‘academic’ or specialized technical language. Secondly, you
may for instance be interested in the relationship between two variables, such as in the
example above, the relationship between the manager’s BMI and their exercise regime.
The questionnaire is unlikely to ask this question directly (unless the aim is to explore
people’s opinions on the relationship). Rather, the questionnaire may ask about BMI and
exercise regime, separately, thereby collecting data that can be analysed to investigate the
relationship.
Both research and questionnaire questions can be informed by practice or experience, or
by theory or previous research, or, as is common with research in practitioner disciplines,
a mix of both. Research that is informed by previous theory and research is described as
deductive. With deductive research, theory is a significant factor in determining the
research questions, and indeed, it may be possible and even advisable to use part or all of
a previous questionnaire from a published article on a similar topic. Provided that you
acknowledge your sources, and the questions are adapted to your specific research
question, this is not cheating; you are using questions that have already been ‘piloted’ and
making it easier to compare your research with previous research and to make a clear
claim about what is new in your findings (Bryman and Bell, 2011). Indeed, there are
many instances in which replication, conducting a similar study to one that was
conducted earlier but in a different context, can be a valuable addition to knowledge.
Since the design of a questionnaire calls for some prior knowledge, deductive research is
more common in research using questionnaires, than the alternative approach, inductive
research, where the researcher deduces theory from the data that they have gathered.
When framing and designing your questions it is useful to think about the type of
question that is suitable for a specific context. The first, and most significant
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categorization of questions, is into open and closed questions. Figure 1 gives examples of
closed questions, in this case, Likert scale questions, where respondents are asked to
indicate how strongly they agree or disagree with a series of statements. Other types of
scale questions can also be used, including different number of options (e.g. 7-point
rather than 5-point), and continuum scales with opposgin words or concepts at opposite
ends of a numerical spectrum. Figure 2 gives an example of an open question and of
other types of closed questions; many questionnaires make use of a combination of open
and closed questions. Closed questions are always accompanied by a number of options
from which to select. Open questions simply invite respondents to provide data (e.g. team
size, name of organization) or offer short comments (typically between one and three
sentences). Closed questions are more difficult to design, because the researcher needs to
know sufficient about the respondent population to be able to offer sensible categories for
each closed question. For example, even what appears to be a simple type of closed
question, one asking about the age of someone, needs to take into consideration the
respondents and the research question. For example, in our study of the health and fitness
regimes of managers, if the researcher is planning to distribute the questionnaires to full-
time MBA students, then the specified age categories will be different to those if the
questionnaires were to be distributed to senior managers in businesses in a specific sector.
In addition, there are a number of different types of closed questions, each of which suits
different research objectives, and may need a different types of analysis. For further
explanation of types of questions see Gray (2009) and Ghauri et al., (2005), for an
introductory account, and Oppenheim (1992) for a more complex account.
Closed questions are quick for respondents (which may increase response rate), and the
responses to closed questions are easier to code and analyse, which is particularly
important if the number of questionnaires collected is quite large. Open questions are
useful for collecting more in-depth insights, and allow respondents to use their own
language and express their own views. However, since they are more time consuming to
complete and to analyse, they should only be used when they are the best option.
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Figure 2: Examples of open and closed questions
Open question
Describe a recent sales or marketing change (innovation) implemented by your organisation?
Closed questions List question
Which of the of following do you think will impact strongly on your career progression in
the next two years. Please tick as many as apply:
Gaining further qualifications The performance of the organization that I work for My managers’ evaluation of my achievements My success in finding opportunities to learn something new Whether my manager likes me
Category question
How many times last week did you use our e-banking facilities? Please tick one response
Never Once 2-3 times 4-5 times 5+ times
Ranking question
Please rank the following according to their impact on your intention to share knowledge
with others in your workplace. Use ‘1’ to for the most important, and ‘5’ for the least
important.
Trustworthiness of my co-workers Whether my managers’ assessment of my performance depends on my knowledge
sharing activities Frequency of contact (physical or electronic) with my co-workers My confidence in my knowledge and skills Length of time that I have known my co-workers
Q4. How do I ensure that the respondents answer my questions accurately?
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One of the limitations of questionnaires is that you will never be sure whether the
respondents have understood your questions, or indeed, whether they have taken the time
to provide accurate data. Also, you will inevitably have some unanswered questions on
some questionnaires – these might arise from the respondent being bored, running out of
time, not being willing to provide certain information, feeling that they do not know a
fact or have an opinion, or not understanding the question. It is your task to design the
questionnaire to make its completion as easy as possible for the respondent. This not only
involves adhering to advice and guidelines on questionnaire design, but also involves
understanding the potential respondents. What words do they use for artifacts or
concepts? What data are they likely to have access to? Which issues can they reasonably
be expected to have strong views on and which activities might they engage in regularly
and therefore be able to comment on?
Getting the questions right, whether they be open or closed questions, often requires the
researcher to think carefully about their research objectives and questions. Next, you need
to evaluate the different types of questions their suitability. Another important
consideration is the respondents. In addition, the phraseology of questions is important.
We suggest that you need to check that your questions:
• are as short as possible,
• are not leading or have implicit assumptions,
• do not include two questions in one,
• only exceptionally invite ‘yes/no’ answers,
• are not too vague or general,
• do not use double negatives
• are not, in any sense, invasive, or asking questions that the respondent is unlikely
to want to answer
• do not invite respondents to breach confidentiality.
Other authors also offer advice on question formulation; Ghauri et al. (2005) and Baker
and Foy (2008) offer particularly useful discussions. Baker and Foy (2008), for example,
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discuss question phraseology, question structure, and the link between these and potential
response bias.
Another key consideration is the order of the questions. In general, the order of questions
should be clear, often with questions clustered under theme or section headings. Often
earlier questions set the context for later questions. So, for example, if in a study on brand
equity co-creation, the first question asks ‘Please identify the online communities that
might discuss your brand’, this has ‘keyed in’ the respondent to thinking in terms of
online communities and the online presence for their brand. This will influence their
answers to subsequent questions. On the other hand, there are occasions when you do not
want the respondent to be influenced in their answer by previous questions. For example,
in our recent research on trust and the use of digital information sources, we first wanted
people to respond to an open question on trust, without being influenced by the views on
trust that were implicit in subsequent closed questions. Accordingly, we not only placed
that question first, but also did not give the respondents the other questions until they had
answered the first question. Another common consideration regarding the order of
questions is where to put questions on personal details, such as age, role, gender, or
salary, and on organizational details, such as budget, turnover, and number of staff.
Normally, these are included at the end of the questionnaire in order to encourage
respondents to complete the rest of the questionnaire before they come to sensitive
questions that they might not want to answer (and indeed, may not answer). In summary,
the order of questions is always important, but the specific order depends on your
research.
The quality of the response will also be enhanced by a clear title, coupled with a good,
short introductory paragraph at the beginning of the questionnaire. This paragraph should
introduce the purpose of the questionnaire, give the researcher’s affiliation and contact
details, and thank respondents for completing the questionnaire. Figure 3 provides a
succinct example. In some contexts it may be appropriate to elaborate further, but always
remember, time spent reading your introduction/instructions is time not spent on
answering questions. Presentation is also important. Aim for a professional and easy-to-
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read layout, with questions laid out systematically, and making efficient and effective use
of space. If you are working with an online survey, then the survey software will help you
with presentation, but there is still often scope for being creative by clustering questions.
Figure 3: Example of a very short title and introduction on a questionnaire
Trust and the use of digital information sources Introduction We are interested in how people judge the trustworthiness of a digital information source. We would be grateful if you would give us ten minutes of your time to complete this questionnaire. Thanks. James Hunt and Linda Yo (e-mail addresses)
Finally, piloting of the questionnaire will give you a sense of whether the questions are
straightforward and whether the questionnaire is easy to complete. Baker and Foy (2005)
suggest that piloting tests both the questions (for variation, meaning, difficulty, and
respondent interest and attention), and the questionnaire (for ‘flow’, question order, skip
patterns, timing, respondent interest, and respondent well-being). A preliminary pilot, just
to check that the questions make sense, can be conducted with friends and colleagues, but
at least a few questionnaires should be completed by a member of the selected population
that you are targeting (e.g. police officers, entrepreneurs, iPad users). Revise the
questionnaire to eliminate any problems that emerge from the pilot study.
This section has distilled some essentials of questionnaire design. Gray (2009) offers a
useful complementary consideration of aspects of questionnaire design, including
comments on the pilot study, whilst Oppenheim (1992) discusses the wording and
sequencing of questions in detail, and Bryman and Bell (2011) offer some advice on
questionnaire design.
Q5. How long should my questionnaire be? and, How many questionnaires do I need to
collect?
These two questions are very commonly posed by new researchers. Whilst the first is
concerned with questionnaire design, and the second is concerned with questionnaire
distribution and its outcome, the answers to both questions are linked. This is because the
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key issue is the extent to which the data collected is of sufficient interest to form the basis
of a Masters thesis or a research or project report. For example, with a very short
questionnaire based entirely on closed questions, a greater number of questionnaires is
necessary to provide ‘something of substance and interest’, than with a longer
questionnaire. Ultimately, the optimum length of the questionnaire, as well as the number
that you need to collect, both depend on: the nature of your research questions; the
variability in your sample/population with respect to your research topic; and, the types
of data analysis that you are planning to conduct. On account of the importance of
context, most research methods textbooks do not offer any guidelines on questionnaire
length and numbers specifically for novice researchers. Indeed, Lee and Lings (2008)
who do discuss sample size, present all sorts of reasons why the approaches used by other
authors to propose optimum sample sizes are unrealistic for novice researchers with
limited time and resources. Accordingly, if at all possible it is important that you consult
a more experienced researcher or supervisor to help you in making these crucial
decisions. To complement this, in this section, we offer a few ‘rules of thumb’, based on
our own experience of research supervision, which, whilst certainly not being ‘golden
rules’ offer a starting point.
The first of these rules of thumb concerns questionnaire length. We suggest that a new
researcher doing a small-scale study seeks to create a questionnaire that can be presented
on two sides of A4, or the equivalent for an online survey. Such a target is designed to
encourage you to think carefully about which questions to include (and take out), and the
formatting and presentation of the questionnaire. A tight questionnaire: will be much
easier and convenient for respondents to complete, and hence is likely to maximize
response rate; will generate sufficient data for a new researcher to analyse; and, is easier
to work with during coding and analysis. Of course, this is only a rule of thumb, and if
you really need a longer questionnaire, up to the equivalent of four sides of A4 is
acceptable. Remember that not only is an unnecessarily long questionnaire onerous for
your respondents, but you are increasing the chance of not being able to think carefully
about every aspect of the design of your questionnaire.
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In terms of the number of questionnaires that you need for your analysis, there are both
theoretical and pragmatic considerations. For example, suppose you are interested in the
attitudes of managers employed by a specific retailer to environmental sustainability; you
have circulated your questionnaire to a sample of 400 managers, and achieved a 25%
response rate, so have 100 completed questionnaires. Is this sufficient? From a theoretical
perspective, this depends on the extent to which views on environmental sustainability
are shared across the organization, which has consequences for the representativeness of
your data. In general, the more data the better, but a sample size of 400 is often regarded
as optimal (Ghauri et al., 2005), but, the adequacy of a smaller number of questionnaires
will also depend on the types of analyses that you want to conduct. 100 questionnaires
may be sufficient if you want to analyse the questionnaires as a set, but if you want to
investigate whether other factors (such as gender, number of years with the business, or
level of management) influence attitudes, you will be subdividing the 100 into groups
according to these other variables; some of these groups may not be sufficiently large to
generate statistically significant results. Switching to the pragmatic approach, if you are
completing a Masters dissertation or a work-based survey, you are likely to be under tight
time and resource constraints. In addition, you may have already sent out reminders, and
do not have any confidence that you will be able to encourage any more respondents to
complete your questionnaire. So, the pragmatist asks: Are the responses that I have likely
to provide some reasonable and interesting insights (despite potential reservations
regarding representativeness and statistical significance)? Have I received responses from
people with different roles, experience, backgrounds, and any other source of variability
that might influence answers are included in the study? Ultimately, there is no right
answer regarding the adequacy of a dataset and each case needs to be evaluated on its
merits.
Generally, then, taking these various considerations into account, a good rule-of-thumb
for new researchers is to aim for around 100 returned questionnaires, of the equivalent of
2 A4 sides. In most instances this will involve distributing many more questionnaires,
unless you can find a context in which respondents can be persuaded or gently cajoled
into completing your questionnaire. For example, in an organizational setting it may be
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possible to ask managers to champion your study and to encourage their staff to complete
the questionnaire. However, it is important to be aware that the power and status of such
intermediaries may impact on responses; steps should be taken to ensure confidentiality.
If you should have the opportunity for a more extended study, collecting more than 100
questionnaires is likely to make your research more robust and offer opportunities for
generating a wider range of insights. But, remember if you collect data, you owe it to
your respondents to analyse it! On the other hand, there are contexts in which the
population is relatively small, and, it is, for instance unrealistic to expect more than 20-30
questionnaire responses. If you suspect that this is likely to be the case, consider other
approaches, such as interviews, or the possibility of combining a questionnaire-based
survey with other methods, in a mixed methods research design involving, for example,
interviews, experiments, or documentary research.
2. Distributing questionnaires
Q6. How do I select potential respondents?
The findings of your research depend critically upon your respondents. When writing up
your research it is normal to provide a basic profile of respondents, in terms of, for
example, job roles, qualifications, experience, gender, and other criteria that might be
important to the study. For example, in a study of the personal information management
behaviours of undergraduate students, data might be provided on the year of study,
gender, age, and degree subject for each respondent.
The first step in identifying your potential respondents is to consider the ‘population’ for
your study. Perhaps you are conducting a study on the experiences of marketing
managers for organizations in the service sector with social media marketing. Your
population comprises marketing managers – but which marketing managers? Are you
interested in marketing managers working in organizations in a specific sector, such as
financial services or business consultancy? Are you seeking to conduct an international
study, or are you focusing on marketing managers in organizations in a specific country?
Alternatively, you might approach your selection and identification of marketing
managers through their membership of a professional body. One way or another, you will
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need to think about the population of marketing managers out there with relevant
experiences, and list them and their contact details; this list is referred to as a sampling
frame. Armed with a sampling frame, in an ideal situation the researcher should select a
sufficiently large sample from the population to ensure that the sample is representative
of the population, using a suitable sampling method.
There are a number of different approaches to selecting such a sample including
probability and non-probability sampling, as summarized in Figure 4. Probability
sampling is viewed as ideal, because a probabilistic sample is one that is representative of
the population from which it is drawn, and therefore statistical generalizations about the
population can be made on the basis of the analysis of the sample data. In probability
sampling, based on a sampling frame or list of the members in the population, every case
in the population has a known probability of being included in the sample, thus
enhancing the likelihood of selecting cases that represent the total population. In contrast,
in non-probability sampling, since every case in the population does not have a known
probability of being included in the sample, the representativeness of the sample may be
compromised. However, in reality most social science research relies heavily upon non-
probability samples. First, researchers often do not have a clear view of the population to
which they are seeking to generalize, and boundaries regarding who might or might not
be included in the population are vague. Secondly, it is often very difficult to compile a
complete sampling frame, although there may be a variety of partial lists of members of
the population held by various organizations or government agencies. Finally, even in the
unlikely instance that a researcher does manage to gather a good sampling frame, and
apply probabilistic sampling, they are unlikely to achieve 100% response rate; non-
response is another source of potential bias. For example, although the sample that you
draw might have equal numbers of men and women, the response set may not; the same
could be the case for any other important variable in your study.
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Figure 4: Sample types
Sample Type Description Probability sampling Random Cases are selected at random – as in a lottery, a roulette wheel or using
a table of random numbers Stratified Population is divided into groups by characteristics appropriate for the
research questions (eg age, income, profit, location), and then a sample is selected from each group.
Cluster Population is divided into segments (eg. geographical, by street), then several segments (e.g. streets) are chosen at random.
Non-probability sampling Systematic Cases are selected by choosing every nth case – eg 5 th, 10th 20th etc.
Systematic sampling is often regarded as close to probability sampling, depending on the order of the list.
Quota Cases are selected on the basis of set criteria (eg gender, age, income group), to ensure that the sample has a spread of cases in different categories, even though some of those categories might be small.
Purposive The sample is ‘hand-picked’ for the research. Used when the researcher already knows something about the specific cases and deliberately selects specific ones because they are likely to produce the most valuable data.
Convenience The sample is built from cases which are accessible, such as the organizations in a certain region, or the members of s social networking site.
Snowball A few key individuals are selected, and asked to contact or recommend other relevant individuals. Could be viewed as a mix between purposive and convenience sampling
In practice, notwithstanding the importance of a systematic approach to sampling, many
studies depend on non-probability samples, often purposive, convenience or snowball
samples, as a result of the difficulties associated with creating sufficiently comprehensive
sampling frames. Most researchers agree that some data is better than no data, but it is
still important to know the extent to which your sample is aligned with its population.
Accordingly, post-hoc checks on representativeness can be conducted by comparing your
sample with some key external statistics relevant to your study. For example, if you were
studying SME’s and their engagement in innovation, there may be national statistics on
the distribution of SME’s by size, sector and age; if you have collected such data for your
respondents you can demonstrate the potential representativeness of your sample by
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comparison with these external statistics. If your respondent distribution is woefully
lacking in terms of a key group, such as SME’s that have been in business for more than
five years, you might try to address this by seeking out a few more respondents in this
category.
Sampling and the composition of samples is such an important aspect of survey design
and the use of questionnaires that many other authors comment on the range of options.
Particularly useful are Ghuari et al. (2005), Baker and Foy (2008), who discuss each of
the types of sampling and offers some pragmatic tips on managing sampling. In addition,
Bryman and Bell (2011) offer a very useful discussion of the merits of the different types
of sampling, and they and Sue and Pitter (2012) comment on sampling for web surveys.
Q7: What are the options for distributing my questionnaire in order to maximize the
quality and quantity of the responses?
Once you have committed to a questionnaire-based survey, you will start to worry about
response rates. Lee and Lings (2008. p.273) suggest that industrial mail surveys in the
UK tend to get response rates of between 15 and 30%, and Bryman and Bell (2011, p.
235) describe a study that achieved a 37% response rate, but only after five follow-up
actions. Accordingly, 20% can be regarded as a good response rate and many surveys
suffer from much smaller response rates. So, having done your best to design a
questionnaire that not only serves your purposes as a researcher, but is also easy for
respondents to complete, the next thing is to think about what else you can do to achieve
a good response rate. First and foremost, put yourself in your potential respondents’
shoes. If they are going to give you some of their time, they will want to feel, at the very
least that they will not be bored, confused, inconvenienced, embarrassed, or expected to
reveal something that they regard as confidential. They will probably make a very fast
decision on the basis of your initial approach regarding whether they are willing to
complete a questionnaire for you or not, so the quality of any initial e-mail, telephone
call, or face-to-face contact is key. Early in the process, possibly in a covering e-mail, or
on the questionnaire itself it is important to: explain your research, who you are and why
you would like their help; offer an assurance of confidentiality; capture their interest; and,
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be clear as to the amount of their time that the interview will take. In respect of the last
point, try to be accurate, and make sure that you have designed the questionnaire to
minimize the amount of time that it will take to complete. If the questionnaire takes too
long, it is likely that the respondent will skip questions, leave sections of the
questionnaire incomplete, or abort altogether.
Some novice researchers may dream that all they need to do is put their questionnaire out
there, particularly when they are considering conducting a web surveys. However,
experienced researchers know that getting a response is an art! Bryman and Bell (2011)
emphasise the value of using your contact networks, including family, friends, fellow
students and work colleagues. Contrary to the novice researcher’s expectations, the best
responses are achieved by delivering the questionnaires personally to people that you
know; they will be happy to help you. The second best option is delivering questionnaires
(preferably short ones) in person at a venue, especially if you can be identified as a
member of the group. For example, a student researcher who was researching student use
of pub loyalty schemes, distributed her questionnaires face-to-face in three student pubs,
and another, researching attitudes to brand sponsorship of music festivals, distributed
questionnaires at a music festival. Another researcher distributed questionnaires on
innovation in food sector SMEs at food sector exhibitions. Whilst such approaches might
lead to high response rates, they may have consequences for what constitutes your
research population, and arguably even more importantly, work best if the researcher is
organized (the student had to know when the music festivals were on and arrange to visit
some), and has real enthusiasm for the topic of their research. However, even in these
contexts distributing the questionnaire is one thing – being sure to get it back completed
is another. There are a number of options. In an office setting, for example, delivering by
hand, perhaps in a personalized envelope is useful to make the bond between you and the
respondent; thereafter, you could either ask for the respondent to put the completed
questionnaire in the internal mail, or you could come in person to collect a few days later.
In the pub example, there are two options, read the questions, and note down or record
the answers, or wait about until the respondent has completed the questionnaire; it goes
without saying that this context requires a short questionnaire! You need to give some
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thought to the specifics of what will work for your respondents and your research. If you
do opt for mail or e-mail questionnaires or an online web survey, you still need to build
sufficient rapport between yourself and the potential respondents. At the very least, if you
have chosen your topic well, the respondents and you will have a shared interest in the
topic of the research, say, environmental sustainability. If you are a part-time student, you
are likely to have a similar professional role to your respondents; use this when
introducing yourself and your research. In addition, explaining that this research is, for
instance, part of your studies, will have resonance for others who have had a similar
experience. If possible, pre-notify your sample and get their agreement.
Finally, in most instances, it will be necessary to send at least one round of reminders,
say a week or two after the first questionnaire ‘distribution’ in order to optimize the
response rate. For further ideas on questionnaire distribution, consult any of Baker and
Foy (2005), Gillman (2007), Gray (2009) Oakshott (2009), Saunders et al. (2012), and
Swift and Piff (2010).
In our discussion of cultivating a good response rate above, we have mentioned the main
ways of distributing a questionnaire, face-to-face, mail and e-mail, and through using an
online survey. For new researchers, unless internal mail within an organization is an
option, the expense associated with mail surveys often rules them out as an option. Above
we have discussed some of the procedures for face-to-face distribution. E-mail surveys
are another option, in which the questionnaire is either embedded in the e-mail or
distributed as an attachment to the e-mail. Online or web-based questionnaires are
becoming increasingly popular, and properly conducted they can be very effective.
Recently, one of our students successfully collected data from respondents of a specific
nationality (which he shared), but whose place of residence was scattered across the
globe. He loaded a questionnaire onto surveymonkey.com, and sent e-mails to people
who knew him, asking them to complete the survey, and to pass the questionnaire
completion request onto their contacts. SurveyMonkey is a commonly used, and easy to
use web survey tool, and it is worth getting acquainted with it, by looking at their video
tutorials. Figure 5 offers some key pointers for designing and managing the response to
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web surveys. Web survey software, such as SurveyMonkey has three very useful
features: it will help you to structure the presentation of your questionnaire; it makes it
easier to design a questionnaire that ‘branches’ so that respondents do not even see
questions that are not relevant to them; and, it undertakes preliminary analysis for you.
Figure 5: Some suggestions for designing and managing the response to a web
survey (developed from Gray (2009))
1. Introduce the questionnaire with a welcome screen that is designed to capture people’s interest, and encourage them to proceed.
2. Ask people to login (using details previously provided to them), in order to limit access to the selected sample
3. Think carefully about the first question screen; make sure that it is clear and the questions are easy to answer
4. Present questions in a similar format to that used in a conventional questionnaire. Indeed, to maximize response you may be running a print questionnaire and a web questionnaire in parallel – make sure that they are consistent with one another.
5. Opt for a professional and uncluttered presentation, resisting the urge to use colour or vary formatting just because you can.
6. Use drop-down boxes (useful for some types of closed questions) sparingly, and identify each with a ‘click here’ instruction.
7. Test the web survey on different screen resolutions, web browsers, and devices, to ensure that the survey both works and looks the same for all respondents.
8. Direct respondents to the web survey via personalized or group e-mails, and postings on discussion groups, and social networking sites
3. Analysing and presenting the questionnaire data
Q8 : How do I prepare to analyse my questionnaire data?
At this stage in your research, when faced with analyzing a set of mainly numerical data,
you will either feel that at long last you are in your element, and that you enjoy nothing
more than digging around in your data to discover new patterns, relationships and
insights, or you will experience a wave of panic. This is one of the most difficult aspects
of using questionnaires for authors of research methods textbooks to address, because
some of their audience are confident mathematicians, whilst others are not even
comfortable with the basics. In addition, there is so much that a new researcher might
want to know, or ideally should know, depending on the nature of their research
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questions and data. It does no harm to read the chapters on data analysis for
questionnaires in a couple of research methods textbooks (see for example Bryman and
Bell, 2011; Ghauri et al., 2005; Gray, 2009; Oppenheim, 1992; Pallant, 2010) because
they review some important principles, but whether or not you are comfortable with the
explanations, try to keep the whole endeavor under control by focusing on your research.
First and foremost, you should have planned the analysis that you intend to undertake as
you were designing your questionnaire; if you leave consideration of data analysis until
you have collected your data you are heading for a fall. So, think about the types of
descriptive and analytical analyses that you will need to do and the way in which you
want to present your data. Also, remember that what you are trying to create is a results
or findings chapter or section in your thesis or report, and think in terms of the main
messages that emerge from your research that will interest others. Then seek out guidance
on how to achieve this. I take the view that working with a data set from a questionnaire,
and the tools that help you to investigate and make sense of that data involves exploration
and iteration. Fortunately, given the data analysis software packages available to the
researcher today, analyses can be conducted very quickly. You do not need to know how
to calculate, for instance, a standard deviation or a correlation coefficient. You do need to
make sure that you include the correct data in the analysis (this involves understanding
your data set and how you have entered and coded it into the analysis software), and what
the statistics that the software has calculated for you mean.
In terms of data analysis software, there are three main groups: web survey software,
such as Survey Monkey; office software, such as Excel; and, specialist research data
analysis software, such as SPSS (Statistical Package for the Social Sciences). If you have
conducted a web survey using Survey Monkey, then the obvious place to start is with the
analysis tools offered by Survey Monkey. These include a variety of tools to help in
interrogating your data and presenting it. These tools are likely to suit your need for basic
statistical reporting in profiling and descriptive research, but if you are undertaking
predictive and analytical research, or want more flexibility, then you can export your web
survey data to, for example, Excel or SPSS. These tools are also useful if you have print
questionnaires where data needs to be entered into a software package for analysis. Your
23
choice of software package may depend on availability, and any previous familiarity.
Excel, being part of the Microsoft Office suite, is very widely available, and has a
reasonable range of functions for cleaning data (such as sorting and filtering, removing
duplicates, and data validation) and formulae for calculating totals, counts, percentages,
means, medians, standard deviations, correlation coefficients, chi-squared statistics, and
frequency distributions, all accompanied by pop-up help. SPSS is a more specialist
package that is a core tool for academic research and is a must for any quantitative
researcher studying at doctoral level or beyond, but it is reasonably easy to learn the
basics. Field (2009) and Pallant (2010) are useful step-by-step introductions to SPSS,
whilst Bryman and Bell (2011) also have a useful introductory chapter on SPSS. SPSS
can help you to check and verify your data, and to generate descriptive statistics and
charts and graphs to describe and explore your data. It also offers a range of statistics for
exploring relationships between variables. Other packages that may be useful for more
advanced analysis include AMOS, an add-on to SPSS for confirmatory factor analysis
and structured equation modeling, LSREL, R and Statistica.
Q9 : What analyses I am most likely to find useful?
Due to the confines of space, this section provides only a brief outline of the key
consideration regarding data analysis. Other sources that offer more detail include:
Bryman and Bell (2011), Creswell (2008), Field (2009), Ghauri and Gronhaug (2005)
and Pallant (2010). Here, we briefly outline the preliminary stages needed to provide a
firm basis for analysis and then briefly introduce descriptive analysis, and offer a
summary of some of the available analytical statistical techniques.
Before moving forward to data analysis, there are two preparatory stages to undertake:
1. Checking questionnaires for completion – With paper or e-mail questionnaires go
through your questionnaires one by one and look at them. Discard any that are
insufficiently completed, or where there is evidence that the respondent has not
taken the completion seriously. Inevitably, there will be some questionnaires with
questions that have not been answered – known as missing data. If most of the
questions have been answered, in the interests of using as much information as
24
possible, you will usually want to use the rest of the data in these questionnaires;
this is OK, but it does have consequences for keeping track of the number of
questionnaires used in different parts of the analysis.
2. Entering data into your chosen data analysis software – Data on paper or e-mail
questionnaires need to be entered into your chosen data analysis software. Leave
any responses to open questions on one side for qualitative analysis later (see
below). Code the questionnaires (e.g. 1, 2…) and the questions, preferably using
some mnemonic that will help you to work with the data (e.g. if you have six
questions on leadership style, code them LEAD1, LEAD2,….LEAD6; if you have
a question ‘How old are you’, you might code this as AGE). Also, make sure that
the questionnaires are numbered (so that you can check back later), and mark up
one copy of the questionnaire with question codes. Set up a worksheet, with
question/variable labels running across the row, so that data for one question runs
down a column, and enter all of the responses from one questionnaire (often
called a case) in one row. If it makes sense to do so, for each variable indicate the
type of data that it is (check the options in the software package). You may find it
useful only to enter data for, say 20 respondents, initially, and then try out some
of the data analysis that you are planning to undertake, just to check that you
have set up your worksheet correctly, and to gain familiarity and confidence with
the software package and your data.
3. Checking and cleaning the data set – Whilst entering your data starts the
familiarization process, this process continues with cleaning the data set. Data
cleaning means going through the data looking for omissions or mistakes in the
data, either as a result of your data entry, or arising from the questionnaire
completion. For example, if one question has only two possible values, coded ‘1’
and ‘2’, any other entries (e.g. ‘3’) in that column should not be there. Check the
original questionnaire, and decide whether this is a mis-code or missing data.
25
4. Understanding the nature of your data – Most questionnaires have more than one
type of data, which in turn means that the way in which they can be analysed
varies. Data can be grouped into three categories according to their variable type:
a. Interval or continuous - where the distances between the categories are
identical across the range, e.g. age in years, income, number of employees,
turnover. On occasions it may be useful to convert interval data to ordinal
data for analysis. For example although people may have been asked to
give their age in years, we could group them, say, into those ‘under 25’
and those ‘25 and over’.
b. Ordinal - whose categories can be rank ordered, but where the distances
between the categories are not equal across the range, e.g. if our question
on number of staff does not ask for the actual number, but rather it offers
tick boxes with the following categories, 0-25, 26-250, 251-1000, this is
an ordinal variable. Likert scale variables are ordinal variables, but as
Bryman and Bell (2011) suggest they are often treated as internal variables
for analysis.
c. Nominal or categorical - whose categories can not be rank ordered. For
example, if our questionnaire asked about gender (e.g.male or female) or
place of abode (e.g.Nigeria, South Africa, US, UK) we have categories
that can not be ordered.
Interval or ratio variables are suited to the most rigorous statistical tests
(parametric), so in some sense are preferred, but the data is what it is!
Descriptive statistics, other wise known as univariate analysis profile the responses from
your respondents, one variable at a time; depending on the questions you have asked they
may tell you their age distribution, or their attitudes towards behaviours or products.
Typically the output of univariate analysis is a frequency table, or a chart or diagram.
Practitioners love this kind of profile because it helps them to understand practical things
like what percentage of their customers (or at least those in a given study), for example,
use their mobile phone in the process of buying a television. Academic researchers, on
26
the other hand, are sometimes impatient with descriptive statistics in their haste to
investigate relationships between variables, and find other patterns. Descriptive statistics
include: totals, percentages, averages (means, modes, medians), measures of spread
(standard deviations, ranges, and quartiles/deciles). These are not, in general, difficult to
generate, but students often appear to have difficulty in presenting them. Figure 6 is an
extract from a table that shows the percentage of respondents who responded to each of
the different levels of frequency of sharing of different types of knowledge, in a study of
knowledge sharing in universities. It also includes the means for each question as a
‘measure of central tendency’, which, for instance, shows that all types of knowledge are
shared fairly evenly, and the standard deviation, as an ‘measure of dispersion’ or spread
of the answers.
Figure 6: Summarising and presenting Descriptive statisitics
Variables Items Mean SD 1 2 3 4 5 Knowledge type
K1 Research information and activities
3.59 .93 3. 0
8.4 28. 7
46. 0
13.5
K2 Teaching and learning resources and practice
3.59 .90 2. 5
7.2 32. 1
44. 3
13.1
K3 University processes and procedures
3.21 1.0 2
6. 3
16. 5
34. 2
34. 2
8.0
K4 Social and work news 3.35 1.0 0
3. 8
16. 5
30. 4
38. 4
10.1
Bivariate analysis focuses on the relationships between two variables. Remember that
variables come in different types, interval/ratio, ordinal, and nominal, so the two
variables under consideration may be the same or different types; this affects the types of
analysis techniques that can be applied. Some of the options are:
1. Contingency tables and Chi-squared – A contingency table or cross tabulation is
essentially a frequency table with two ordinal variables; the researcher can simply
look at the data and consider whether there is any relationship between the two
variables. The relationship can be further investigated by conducting a chi-
squared test. This involves both calculating the chi-squared value, and its
associated level of statistical significance.
27
2. Correlation – Correlation examines the relationship between two continuous
variables in terms of their covariance – in other words the extent to which one
varies, when the other changes. For example, we might be interested to test
whether job satisfaction was correlated with – went up (positive correlation) or
down (negative correlation) with – salary. The most commonly used tests used to
investigate correlation are Pearson’s r, which is used with interval/continuous
variables, and Spearman’s rho, which is used with ordinal variables.
3. Regression – Regression goes one step better than correlation, and not only shows
whether there is a relationship between two variables, but develops a ‘line-of-best
fit’ of the relationship between the two variables. Depending on the level of the
match (measured by a statistic called R-squared), regression makes it possible to
calculate and predict the value of one variable, given the value of the other.
Multi-variate analysis recognizes that in many social science and business studies, there
may be a number of factors at work, and that any bivariate relationship identified
between two variables may be spurious, or may explain only part of the picture if we do
not understand the relationships between those two variables and the other variables in
the situation. So, for example, suppose we do find a relationship between job satisfaction
and salary, we might not be able to infer any kind of direct relationship; maybe people
with higher salaries also have more flexible working conditions, and better working
environments? In order to start to unpack some of these complexities, we need to
examine the correlations and co-variances between a whole collection of variables. This
is the value of multi-variate analysis, and techniques such as multiple regression, logistic
regression, MANOVA, factor analysis, cluster analysis, discriminant analysis, path
analysis and structural equation modeling (SEM). These techniques are beyond the scope
of this article, but various sources, such as Pallant (2010) and Field (2009) offer
accessible accounts of these techniques and how they can be used with the aid of SPSS.
Finally, it is important to remember to make time for analyzing any open questions. The
number of open questions in a questionnaire may vary considerably between studies.
28
When questionnaires are effectively used as a substitute for interviews, and therefore
contain many open questions, the emphasis will be on qualitative analysis of the text
provided by the respondents. In other instances, one or a few open questions may be
included to supplement a bank of closed questions. In this case, respondents may have
been invited to only one or two sentences, and it is likely that some respondents will have
skipped these questions, or written very little. Whatever the number of open questions
and the size of the database you need to acquaint yourself with the principles and
processes associated with the analysis of qualitative data. Key texts that offer useful
advice on analyzing qualitative data are Cresswell, 2007, Kvale and Brinckmann, 2009
and Miles and Huberman, 1994). The key components of qualitative data analysis are:
organizing the data set; getting acquainted with the data; classifying, coding and
interpreting the data; and, presenting and writing up the data.
The first step is to organize the data. For questionnaire data this will probably involve
extracting it from the questionnaires into Word files, with either one file for each
questionnaire or one file for each open question, whilst also keeping track of the
questionnaire from which the data has been extracted. With a larger dataset, such as
might arise from a questionnaire with many open questions, it may be appropriate to
enter the data into a qualitative analysis software package, such as NVivo or ATLASti.
Getting acquainted with the data involves reading it. The most common approach to
interpreting textual responses to open questions is to work through question-by-question
looking for key themes that recur across different respondents read the responses to a
specific question, looking for any themes that recur in the responses to each question.
These themes might relate to, for example, to the topics or events that respondents
mention, or to the views that they express. If the size of the dataset warrants it, further
analysis can be facilitated by generating a set of theme codes, which are then used to
code the data. This makes is easier to draw together the various comments from different
respondents but on the same theme, which provides a basis for surfacing the frequency
of occurrence of themes, and any nuances in what people say about themes, and to
identify some interesting quotes for inclusion in the write-up of the findings. It is
29
important to remember that this process involves interpretation, and has potential for
researcher bias, so if possible it is good practice to invite another researcher to check the
classification and coding, but at the very least to reflect on your assumptions and biases,
and be appropriately tentative in making assertions.
Q10 : How should I present my data?
Statistics are designed to ‘tell a story’ about your participants. In order to do this
effectively, they need to be reported selectively, accurately, and clearly. Some key points
to consider are:
1. Converting data analysis software outputs into readable tables – never dump
tables from, say, SPSS, into a research report or thesis, without first:
a. Carefully considering whether any data needs to be taken out or added
b. Clarifying any variable labels
c. Reviewing the overall presentation and readability, including consistency
with the style of the remainder of the document.
2. Number of decimal places to display – software will often generate more decimal
places than you need – try to be consistent and use common sense. For example if
your respondent group is 52, and 28 of them are women it makes no sense to
claim that 53.38% of respondents are women – 53% will do.
3. Using charts and graphs – Use charts and graphs selectively, for example to add
emphasis, to show trends, or to make comparisons between different types of
data. Also, as far as possible, adopt a consistent style across all tables, charts and
graphs. Do not:
a. Use a pie chart to show the size of two categories (e.g. male and female)
(even though one or two of the standard research methods texts do this!).
A sentence in the text will do the job.
b. Forget to present your actual data; you either need to put numbers on bar
charts and other plots, or also show the data in a table.
30
c. Forget to offer a commentary on the tables and the most interesting things
that they show.
4. Drowning in data – If you do have large datasets to report, consider placing some
of the data in an appendix. The extent to which you should do this depends on
your audience. In a practitioner report, managers might prefer only the headline
statistics in the text, with the ‘evidence base’ at the back, whereas in a thesis the
evidence (but not necessarily all of the data) needs to be in the findings chapter.
Also, in reporting the outcomes of analytical statistics tests, as well as reporting the ‘core’
statistics, it is important to report on the outcomes of significance tests. In addition, to
referring to any textbooks or manuals, it is useful to examine examples of published
research in your discipline that have used the same statistical analysis technique as you
have with a view to examining how they report their findings.
Finally, reporting the findings from any open questions is also important. These insights,
typically in the form of explanatory text accompanied by selected quotations from the
questionnaires, be can reported in a separate section, or integrated with the reporting on
the quantitative analyses.
Conclusion
This article has explored the key stages in the design and use of research questionnaires.
Every research is different, so it is not possible in this article to cover every eventuality,
but this article should enable novice researchers to design a professional questionnaire,
achieve a sufficient response rate for a thesis or small project, undertake some
appropriate data analysis and present their findings in an accessible and interesting
format. Along the way, the new researcher will also learn about thinking precisely,
expressing questions clearly, persuading people to engage, as well as building their
confidence with analyzing data.
31
Questionnaires can generate data that provides some interesting insights. However, it is
important for researchers to reflect on their limitations, and the consequent limitations of
their own research. In offering an introduction to designing and using questionnaires, this
article has not lingered to consider the nature of knowledge that questionnaires generate.
It has, in fact adopted what Silverman (2010) describes as the positivist model of reality,
in which the research process is assumed to give direct access to knowledge that already
exists in the mind of the respondent. Positivism and surveys often go hand-in-hand, but it
is important to remember what the numbers that the researcher has been analyzing
represent, and not to succumb to the spurious assumption, that because numbers are
involved, ‘facts’ have emerged from the research. All quantitative data analyses of
questionnaire data are based on the responses that a certain group of people gave to the
questions on your questionnaire. Especially if you have conducted one of the more
complex analytical techniques, and have, for example, found a positive correlation
between two variables, such as job satisfaction and salary, it is important to re-visit the
questions that you asked and the people who responded in order to appreciate and report
as intelligently as possible on the findings of your study.
Even more fundamentally it is important to recognize the extent to which questionnaires,
let alone, the interpretation that the researcher places on their data, are a construct from
the mind of the researcher. Gray (2009), p.339 sums this up neatly: ‘Questionnaires
reflect the designer’s view of the world, no matter how objective a researcher tries to be.
This is true not only for the design of individual questions, but often about the very
choice of research subject. Furthermore, what we choose not to ask about may just as
easily reflect our world view as what we include in the questionnaire’. Equally
significantly, when respondents read your questions they will each do this from their
view of the world, including their understandings, interpretations, values, views and
attitudes. They will not only to varying extents interpret your questions differently to the
way in which you expected, but will also interpret them in different ways to one another.
They will have different level of knowledge, or give different levels of thought or
consideration to the issues that you are asking about. In addition, especially with online
surveys you may not know who actually completed the questionnaire. All-in-all, most
32
results from questionnaire based surveys do not have the status of facts, but they should
be fuel for an open mind, a commitment to continued enquiry and a pursuit of greater
understanding. Indeed, like all research studies and in common with qualitative research
methodologies, questionnaire-based surveys should not be viewed as offering the answer,
but rather as a valuable tool in understanding a situation.
References and Further Reading
Baker, M. J. and Foy, A. (2008), Business and Management Research: How to Complete
your Research Project Successfully, 2nd ed., Westburn Publishers, Helensburgh.
Bryman, A. (2008), Social Research Methods ,3rded., Oxford University Press, Oxford.
Bryman, A. and Bell, E. (2011), Business Research Methods, 3rd ed., Oxford University
Press, Oxford.
Collis, J and Hussey, R (2009), Business Research: a Practical Guide for Undergraduate
and Postgraduate Students, 3rd ed. Palgrave
Cresswell, J. W. (2007), Qualitative Inquiry and Research Design: Choosing among Five
Traditions, 2nd ed., Sage, Thousand Oaks, Calif.
Cresswell, J. W. (2008), Research Design: Qualitative, Quantitative and Mixed Methods
Approaches, 3rd ed., Sage, Thousand Oaks, Calif.
Dawson, C (2009), Introduction to Research Methods; a Practical Guide for Anyone
Undertaking a Research Project, 4th rev. ed., How To Books
Denscombe, M. (2010), The Good Research Guide: for Small-scale Social Research
Projects, Open University Press, Milton Keynes.
Easterby-Smith, M., Thorpe, R., Jackson, P. and Lowe, A. (2012), Management
Research, 4th ed., Sage, London.
Field, A. (2009), Discovering Statistics using SPSS, 3rd. ed., Sage, London.
Fowler, F. J. (2008), Survey Research Methods, 4th ed., Sage, Thousand Oaks, Calif.
Ghauri, P. and Gronhaug, K. (2005), Research Methods in Business Studies: a Practical
Guide, FT Prentice Hall, New York.
Gillham, B. (2007), Developing a Questionnaire, 2nd ed., Continum, London.
Gray, D. E. (2009), Doing Research in the Real World, 2nd ed., Sage, London.
33
Kvale, S. and Brinkmann, S. (2008), Interviews: Learning the Craft of Qualitative
Research Interviewing, 2nd ed., Sage, Thousand Oaks, Calif.
Lee, N. and Lings, I. (2008), Doing Business Research: a Guide to Theory and Practice,
Sage, London.
Oakshott, L. (2009), Essential Quantitative Methods: for Business, Management and
Finance, 4th ed., Palgrave, .
Oppenheim, A. N. (1992), Questionnaire Design, Interviewing and Attitude
Measurement, 2nd ed., Continuum, London.
Miles, M. B. and Huberman, A. M. (1994), Qualitative Data Analysis; a Sourcebook of
New Methods, 2nd ed., Sage, Thousand Oaks, Calif.
Munn, P. and Drever, E. (2004), Using a Questionnaire in Small Scale Research: a
Beginner’s Guide, The SCRE Centre.
Pallant, J. (2010), SPSS Survival Manual: a Step-by-step Guide to Data Analysis using
SPSS for Windows, 4th ed., McGraw Hill, Open University, London.
Saunders, M. N. K., Thornhill, A. and Lewis, P. (2012), Research Methods for Business
Students, 6th ed., FT Prentice Hall, London.
Silverman, D. (2010), Doing Qualitative Research: a Practical Handbook, 3rd ed., Sage,
London.
Sue, V. M. and Pitter, L. A. (2012), Conducting Online Surveys, 2nd ed., Sage, London.
Swift, L. and Piff, S. (2010), Quantitative Methods for Business, Management and
Finance, 3rd ed., Palgrave
34
Taherdoost-Sampling Methods.pdf
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Sampling Methods in Research Methodology; How to Choose a Sampling
Technique for Research
Article in SSRN Electronic Journal · January 2016
DOI: 10.2139/ssrn.3205035
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International Journal of Academic Research in
Management (IJARM) Vol. 5, No. 2, 2016, Page: 18-27, ISSN: 2296-1747
© Helvetic Editions LTD, Switzerland
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Sampling Methods in Research Methodology;
How to Choose a Sampling Technique for
Research
Authors
Hamed Taherdoost Research and Development Department, Hamta Business Solution Sdn Bhd Research and Development Department, Ahoora Ltd | Management Consultation Group
[email protected] Kuala Lumpur, Malaysia
Abstract
In order to answer the research questions, it is doubtful that researcher should be able to collect data from all cases. Thus, there is a need to select a sample. This paper presents the steps to go through to conduct sampling. Furthermore, as there are different types of sampling techniques/methods, researcher needs to understand the differences to select the proper sampling method for the research. In the regards, this paper also presents the different types of sampling techniques and methods.
Key Words
Sampling Method, Sampling Technique, Research Methodology, Probability Sampling, and Non-Probability
Sampling.
I. SAMPLING METHODS
In order to answer the research questions, it is doubtful that researcher should be able to
collect data from all cases. Thus, there is a need to select a sample. The entire set of cases from
which researcher sample is drawn in called the population. Since, researchers neither have time
nor the resources to analysis the entire population so they apply sampling technique to reduce
the number of cases. Figure 1 illustrates the stages that are likely to go through when conducting
sampling.
Sampling Method in Research Methodology; How to Choose a Sampling Technique for Research
Hamed Taherdoost
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
www.elvedit.com 19
FIGURE 1: SAMPLING PROCESS STEPS
A. Stage 1: Clearly Define Target Population
The first stage in the sampling process is to clearly define target population. Population is
commonly related to the number of people living in a particular country.
Clearly Define
Target Population
Select Sampling
Frame
Choose Sampling
Technique
Determine
Sample Size
Collect Data
Assess
Response Rate
International Journal of Academic Research in Management Volume 5, Issue 2, 2016, ISSN: 2296-1747
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B. Stage2: Select Sampling Frame
A sampling frame is a list of the actual cases from which sample will be drawn. The sampling
frame must be representative of the population.
C. Stage 3: Choose Sampling Technique
Prior to examining the various types of sampling method, it is worth noting what is meant by
sampling, along with reasons why researchers are likely to select a sample. Taking a subset from
chosen sampling frame or entire population is called sampling. Sampling can be used to make
inference about a population or to make generalization in relation to existing theory. In essence,
this depends on choice of sampling technique.
In general, sampling techniques can be divided into two types:
Probability or random sampling
Non- probability or non- random sampling
Before choosing specific type of sampling technique, it is needed to decide broad sampling
technique. Figure 2 shows the various types of sampling techniques.
.
FIGURE I2: SAMPLING TECHNIQUES
1. Probability Sampling
Probability sampling means that every item in the population has an equal chance of being
included in sample. One way to undertake random sampling would be if researcher was to
construct a sampling frame first and then used a random number generation computer program
to pick a sample from the sampling frame (Zikmund, 2002). Probability or random sampling has
the greatest freedom from bias but may represent the most costly sample in terms of time and
Sampling Techniques
Probability Sampling
Simple random
Stratified random
Cluster sampling
Systematic sampling
Multi stage sampling
Non-probability Sampling
Quota sampling
Snowball sampling
Judgment sampling
Convenience sampling
Sampling Method in Research Methodology; How to Choose a Sampling Technique for Research
Hamed Taherdoost
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
www.elvedit.com 21
energy for a given level of sampling error (Brown, 1947).
1.1. Simple random sampling
The simple random sample means that every case of the population has an equal
probability of inclusion in sample. Disadvantages associated with simple random
sampling include (Ghauri and Gronhaug, 2005):
A complete frame ( a list of all units in the whole population) is needed;
In some studies, such as surveys by personal interviews, the costs of obtaining
the sample can be high if the units are geographically widely scattered;
The standard errors of estimators can be high.
1.2. Systematic sampling
Systematic sampling is where every nth case after a random start is selected. For
example, if surveying a sample of consumers, every fifth consumer may be selected from
your sample. The advantage of this sampling technique is its simplicity.
1.3. Stratified random sampling
Stratified sampling is where the population is divided into strata (or subgroups) and a
random sample is taken from each subgroup. A subgroup is a natural set of items.
Subgroups might be based on company size, gender or occupation (to name but a few).
Stratified sampling is often used where there is a great deal of variation within a
population. Its purpose is to ensure that every stratum is adequately represented
(Ackoff, 1953).
1.4. Cluster sampling
Cluster sampling is where the whole population is divided into clusters or groups.
Subsequently, a random sample is taken from these clusters, all of which are used in the
final sample (Wilson, 2010). Cluster sampling is advantageous for those researchers
whose subjects are fragmented over large geographical areas as it saves time and money
(Davis, 2005). The stages to cluster sampling can be summarized as follows:
Choose cluster grouping for sampling frame, such as type of company or
geographical region
Number each of the clusters
Select sample using random sampling
1.5. Multi-stage sampling
Multi-stage sampling is a process of moving from a broad to a narrow sample, using a
step by step process (Ackoff, 1953). If, for example, a Malaysian publisher of an
International Journal of Academic Research in Management Volume 5, Issue 2, 2016, ISSN: 2296-1747
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
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automobile magazine were to conduct a survey, it could simply take a random sample of
automobile owners within the entire Malaysian population. Obviously, this is both
expensive and time consuming. A cheaper alternative would be to use multi-stage
sampling. In essence, this would involve dividing Malaysia into a number of
geographical regions. Subsequently, some of these regions are chosen at random, and
then subdivisions are made, perhaps based on local authority areas. Next, some of these
are again chosen at random and then divided into smaller areas, such as towns or cities.
The main purpose of multi-stage sampling is to select samples which are concentrated in
a few geographical regions. Once again, this saves time and money.
2. Non probability Sampling
Non probability sampling is often associated with case study research design and qualitative
research. With regards to the latter, case studies tend to focus on small samples and are intended
to examine a real life phenomenon, not to make statistical inferences in relation to the wider
population (Yin, 2003). A sample of participants or cases does not need to be representative, or
random, but a clear rationale is needed for the inclusion of some cases or individuals rather than
others.
2.1. Quota sampling
Quota sampling is a non random sampling technique in which participants are chosen
on the basis of predetermined characteristics so that the total sample will have the same
distribution of characteristics as the wider population (Davis, 2005).
2.2. Snowball sampling
Snowball sampling is a non random sampling method that uses a few cases to help
encourage other cases to take part in the study, thereby increasing sample size. This
approach is most applicable in small populations that are difficult to access due to their
closed nature, e.g. secret societies and inaccessible professions (Breweton and Millward,
2001).
2.3. Convenience sampling
Convenience sampling is selecting participants because they are often readily and easily
available. Typically, convenience sampling tends to be a favored sampling technique
among students as it is inexpensive and an easy option compared to other sampling
techniques (Ackoff, 1953). Convenience sampling often helps to overcome many of the
limitations associated with research. For example, using friends or family as part of
sample is easier than targeting unknown individuals.
Sampling Method in Research Methodology; How to Choose a Sampling Technique for Research
Hamed Taherdoost
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
www.elvedit.com 23
2.4. Purposive or judgmental sampling
Purposive or judgmental sampling is a strategy in which particular settings persons or
events are selected deliberately in order to provide important information that cannot be
obtained from other choices (Maxwell, 1996). It is where the researcher includes cases or
participants in the sample because they believe that they warrant inclusion.
Table 1 illustrates strengths and weaknesses associated with each respective sampling
technique.
TABLE 1: STRENGTHS AND WEAKNESSES OF SAMPLING TECHNIQUES
SOURCE: (MALHOTRA AND BIRKS, 2006)
Technique Strengths Weaknesses
Convenience
sampling
Least expensive, least time-
consuming, most convenient
Selection bias, sample not
representative, not recommended
by descriptive or casual research
Judgment
sampling
Low-cost, convenient, not time-
consuming, ideal for exploratory
research design
Does not allow generalization,
subjective
Quota
sampling
Sample can be controlled for
certain characteristics
Selection bias, no assurance
Snowball
sampling
Can estimate rare characteristics Time-consuming
Simple
random
sampling
Easily understood, results
projectable
Difficult to construct sampling
frame, expensive, lower precision,
no assurance of representativeness
Systematic
sampling
Can increase representativeness,
easier to implement than simple
random sampling, sampling frame
not always necessary
Can decrease representativeness
Stratified
sampling
Includes all important sub-
population, precision
Difficult to select relevant
stratification variables, not feasible
to stratify on many variables,
expensive
Cluster
sampling
Easy to implement, cost-effective Imprecise, difficult to compute an
interpret results
D. Stage 4: Determine Sample Size
In order to generalize from a random sample and avoid sampling errors or biases, a random
sample needs to be of adequate size. What is adequate depends on several issues which often
International Journal of Academic Research in Management Volume 5, Issue 2, 2016, ISSN: 2296-1747
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
www.elvedit.com 24
confuse people doing surveys for the first time. This is because what is important here is not the
proportion of the research population that gets sampled, but the absolute size of the sample
selected relative to the complexity of the population, the aims of the researcher and the kinds of
statistical manipulation that will be used in data analysis. While the larger the sample the lesser
the likelihood that findings will be biased does hold, diminishing returns can quickly set in when
samples get over a specific size which need to be balanced against the researcher’s resources (Gill
et al., 2010). To put it bluntly, larger sample sizes reduce sampling error but at a decreasing rate.
Several statistical formulas are available for determining sample size.
There are numerous approaches, incorporating a number of different formulas, for calculating
the sample size for categorical data.
n= p (100-p)z2/E2
n is the required sample size
P is the percentage occurrence of a state or condition
E is the percentage maximum error required
Z is the value corresponding to level of confidence required
There are two key factors to this formula (Bartlett et al., 2001). First, there are considerations
relating to the estimation of the levels of precision and risk that the researcher is willing to
accept:
E is the margin of error(the level of precision) or the risk the researcher is willing to accept (for
example, the plus or minus figure reported in newspaper poll results). In the social research a 5%
margin of error is acceptable. So, for example, if in a survey on job satisfaction 40% of
respondents indicated they were dissatisfied would lie between 35% and 45%. The smaller the
value of E the greater the sample size required as technically speaking sample error is inversely
proportional to the square root of n, however, a large sample cannot guarantee precision (Bryman
and Bell, 2003).
Z concern the level of confidence that the results revealed by the survey findings are accurate.
What this means is the degree to which we can be sure the characteristics of the population have
been accurately estimated by the sample survey. Z is the statistical value corresponding to level
of confidence required. The key idea behind this is that if a population were to be sampled
repeatedly the average value of a variable or question obtained would be equal to the true
population value. In management research the typical levels of confidence used are 95 percent
(0.05: a Z value equal to 1.96) or 99 percent (0.01: Z=2.57). A 95 percent level of confidence
implies that 95 out of 100 samples will have the true population value within the margin of error
(E) specified.
The second key component of a sample size formula concerns the estimation of the variance or
heterogeneity of the population (P). Management researchers are commonly concerned with
determining sample size for issues involving the estimation of population percentages or
proportions (Zikmund, 2002). In the formula the variance of a proportion or the percentage
Sampling Method in Research Methodology; How to Choose a Sampling Technique for Research
Hamed Taherdoost
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
www.elvedit.com 25
occurrence of how a particular question, for example, will be answered is P(100-P). Where, P= the
percentage of a sample having a characteristic , for example, the 40 % of the respondents who
were dissatisfied with pay, and (100-P) is the percentage (60%) who lack the characteristic or
belief. The key issue is how to estimate the value of P before conducting the survey? Bartlett et
al. (2001) suggest that researchers should use 50% as an estimate of P, as this will result in the
maximization of variance and produce the maximum sample size (Bartlett et al., 2001).
The formula for determining sample size, of the population has virtually no effect on how well
the sample is likely to describe the population and as Fowler (2002) argues, it is most unusual for
it (the population fraction) to be an important consideration when deciding on sample size
(Fowler, 2002).
Table 2 presents sample size that would be necessary for given combinations of precision,
confidence levels, and a population percentage or variability of 50% (the figure which many
researchers suggest to maximize variance).
TABLE I: SAMPLE SIZE BASED ON DESIRED ACCURACY
SOURCE: (GILL ET AL., 2010)
` Variance of the population P=50%
Confidence level=95%
Margin of error
Confidence level=99%
Margin of error
Population Size 5 3 1 5 3 1
50 44 48 50 46 49 50
75 63 70 74 67 72 75
100 79 91 99 87 95 99
150 108 132 148 122 139 149
200 132 168 196 154 180 198
250 151 203 244 181 220 246
300 168 234 291 206 258 295
400 196 291 384 249 328 391
500 217 340 475 285 393 485
600 234 384 565 314 452 579
700 248 423 652 340 507 672
800 260 457 738 362 557 763
1000 278 516 906 398 647 943
1500 306 624 1297 459 825 1375
2000 322 696 1655 497 957 1784
3000 341 787 2286 541 1138 2539
5000 357 879 3288 583 1342 3838
10000 370 964 4899 620 1550 6228
25000 378 1023 6939 643 1709 9944
50000 381 1045 8057 652 1770 12413
100000 383 1056 8762 656 1802 14172
250000 384 1063 9249 659 1821 15489
500000 384 1065 9423 660 1828 15984
1000000 384 1066 9513 660 1831 16244
International Journal of Academic Research in Management Volume 5, Issue 2, 2016, ISSN: 2296-1747
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
www.elvedit.com 26
The sample sizes reflect the number of obtained responses, and not necessarily the number of
questionnaires distributed (this number is often increased to compensate for non-response).
However, in most social and management surveys, the response rates for postal and e-mailed
surveys are very rarely 100%. Probably the most common and time effective way to ensure
minimum samples are met is to increase the sample size by up to 50% in the first distribution of
the survey (Bartlett et al., 2001).
E. Stage 5: Collect Data
Once target population, sampling frame, sampling technique and sample size have been
established, the next step is to collect data.
F. Stage 6: Assess Response Rate
Response rate is the number of cases agreeing to take part in the study. These cases are taken
from original sample. In reality, most researchers never achieve a 100 percent response rate.
Reasons for this might include refusal to respond, ineligibility to respond, inability to respond, or
the respondent has been located but researchers are unable to make contact. In sum, response
rate is important because each non response is liable to bias the final sample. Clearly defining
sample, employing the right sampling technique and generating a large sample, in some respects
can help to reduce the likelihood of sample bias.
II. CONCLUSION
In this paper, the different types of sampling methods/techniques were described. Also the six
steps which should be taken to conduct sampling were explained. As mentioned, there are two
types of sampling methods namely; probability sampling and non-probability sampling. Each of
these methods includes different types of techniques of sampling. Non-probability Sampling
includes Quota sampling, Snowball sampling, Judgment sampling, and Convenience sampling,
furthermore, Probability Sampling includes Simple random, Stratified random, Cluster
sampling, Systematic sampling and Multi stage sampling.
ACKNOWLEDGMENT
This research was prepared under support of Research and Development Department of
Hamta Business Solution Sdn Bhd and Ahoora Ltd | Management Consultation Group.
REFERENCES
[1] ACKOFF, R. L. 1953. The Design of Social Research, Chicago, University of Chicago Press.
[2] BARTLETT, J. E., KOTRLIK, J. W. & HIGGINS, C. C. 2001. Organizational research: determining
appropriate sample size in survey research. Learning and Performance Journal, 19, 43-50.
[3] BREWETON, P. & MILLWARD, L. 2001. Organizational Research Methods, London, SAGE.
[4] BROWN, G. H. 1947. A comparison of sampling methods. Journal of Marketing, 6, 331-337.
[5] BRYMAN, A. & BELL, E. 2003. Business research methods, Oxford, Oxford University Press.
[6] DAVIS, D. 2005. Business Research for Decision Making, Australia, Thomson South-Western.
Sampling Method in Research Methodology; How to Choose a Sampling Technique for Research
Hamed Taherdoost
Copyright © 2016 Helvetic Editions LTD - All Rights Reserved
www.elvedit.com 27
[7] FOWLER, F. J. 2002. Survey research methods, Newbury Park, CA, SAGE.
[8] GHAURI, P. & GRONHAUG, K. 2005. Research Methods in Business Studies, Harlow, FT/Prentice
Hall.
[9] GILL, J., JOHNSON, P. & CLARK, M. 2010. Research Methods for Managers, SAGE Publications.
[10] MALHOTRA, N. K. & BIRKS, D. F. 2006. Marketing Research: An Applied Approach, Harlow,
FT/Prentice Hall.
[11] MAXWELL, J. A. 1996. Qualitative Research Design: An Intractive Approach London, Applied Social
Research Methods Series.
[12] WILSON, J. 2010. Essentials of business research: a guide to doing your research project, SAGE
Publication.
[13] YIN, R. K. 2003. Case study research, design and methods, Newbury Park, CA, SAGE.
[14] ZIKMUND 2002. Business research methods, Dryden, Thomson Learning.
Authors’ Biography
Hamed Taherdoost is holder of Bachelor degree in the field of Science of Power
Electricity, Master of Computer Science (Information Security), Doctoral of
Business Administration; Management Information Systems and second PhD in
the field of Computer Science.
With over 16 years of experience in the field of IT and Management, Dr Hamed
has established himself as an industry leader in the field of Management and IT.
Currently he is Chief Executive Officer of Hamta Business Solutions Sdn Bhd,
Director and Chief Technological Officer of an IT Company, Asanware Sdn Bhd,
Chief Executive Officer of Ahoora Ltd | Management Consultation Group, and
Chief Executive Officer of Simurgh Pvt, an International Trade Company.
Remarkably, a part of his experience in industry background, he also has numerous experiences in
academic environment. Dr.Hamed has published more than 100 scientific articles in authentic journals
and conferences. Currently, he is a member of European Alliance for Innovation, Informatics Society,
Society of Computer Science, American Educational Research Association, British Science Association,
Sales Management Association, Institute of Electrical and Electronics Engineers (IEEE), IEEE Young
Professionals, IEEE Council on Electronic Design Automation, and Association for Computing Machinery
(ACM).
Particularly, he is a Certified Ethical Hacker (CEH), Associate in Project Management (CAPM),
Information Systems Auditor (CISA), Information Security Manager (CISM), PMI Risk Management
Professional, Project Management Professional (PMP), Computer Hacking Forensic Investigator (CHFI)
and Certified Information Systems (CIS).
His research interest areas are Management of Information System, Technology Acceptance Models and
Frameworks, Information Security, Information Technology Management, Cryptography, Smart Card
Technology, Computer Ethics, Web Service Quality, Web Service Security, Performance Evaluation,
Internet Marketing, Project Management and Leadership.
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Finding Skillsoft Books in
Additional Library Resources
1. On the Portal page, click the link for Additional Library Resources.
2. Scan the list of available databases until you find the link for Skillsoft Books (BusinessPro and ITPro). Click on the link.
3. Enter your search item in the Search box and click GO (or press Enter on your keyboard).
4. Your search results appear. Click on a book title to open that book.
5. Click on links to access chapters and other book content.
Modules/Module3/Mod3Case.html
Module 3 - Case
Obtaining the Data for the Research Context
Assignment Overview
In this Case Assignment, you will be reading several articles and sources about sampling, about participant recruitment and interaction, and about managing the relationship between research participants and researchers. You will then be asked to think about how these issues apply to your project and your research questions, and to develop an appropriate sampling plan for your study taking all these issues into consideration.
As the course progresses, you will be making a series of decisions in which you will increasingly specify the structure of your project. These decisions build on each other in critical ways. However, you are not locked into previous decisions if you subsequently decide you need to change direction. As before, you have an opportunity to go back and revise and/or extend the previous sections completed in previous modules. If you do revise earlier sections, please include them and indicate what changes you have made to them. Case grades given for the first four modules will be advisory rather than final. Your ultimate grade will be based on the completed methodology at the end of the course.
Case Assignment
Prepare a 5- to 7-page paper in accordance with the following Assignment Expectations, describing the sampling issues for your project, in accordance with the following outline:
- Identify the organization within which you are going to be constructing your project, and the nature of the problem that you are investigating.
- Identify the general kinds of respondents within the organization, and the kinds of information that you will need to collect from each group of people in order to complete your project.
- Complete the following grid describing the respondents in your project and some things about them:
| Interview(s) | |||||
| Subject | Role | Topics | When | Purpose | IRB concerns? |
| Questionnaire(s) | |||||
| To whom | Role(s) | Topics | Purpose | IRB concerns? | |
- Identify any additional issues which you think might arise in terms of obtaining cooperation from your respondents or that might complicate getting the information that you need.
Assignment Expectations
Length: The written component of this assignment should be 5–7 pages long (double-spaced) without counting the cover page and reference page.
Organization: Subheadings should be used to organize your paper according to the questions. Grammar and Spelling: While no points are deducted for minor errors, assignments are expected to adhere to standard guidelines of grammar, spelling, punctuation, and sentence syntax. Points may be deducted if grammar and spelling impact clarity. We encourage you to use tools such as grammarly.com and proofread your paper before submission.
When you write your paper make sure you do the following:
- Answer the assignment questions directly.
- Stay focused on the precise assignment questions. Do not go off on tangents or devote a lot of space to summarizing general background materials.
- Use evidence from your readings to justify your conclusions.
- Be sure to cite at least five credible resources.
- Make sure to reference your sources of information with both a bibliography and in-text citations. See the Student Guide to Writing a High-Quality Academic Paper, including pages 11-14 on in-text citations. Another resource is the “Writing Style Guide,” which is found under “My Resources” in the TLC Portal.
Your assignment will be graded using the following criteria:
Assignment-Driven Criteria: Student demonstrates mastery covering all key elements of the assignment.
Critical Thinking/Application to Professional Practice: Student demonstrates mastery conceptualizing the problem and analyzing information. Conclusions are logically presented and applied to professional practice in an exceptional manner.
Business Writing and Quality of References: Student demonstrates mastery and proficiency in written communication and use of appropriate and relevant literature at the doctoral level.
Citing Sources: Student demonstrates mastery applying APA formatting standards to both in-text citations and the reference list. Professionalism and Timeliness: Assignments are submitted on time.
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Module 3 - SLP
Obtaining the Data for the Research Context
Descriptive statistics are used to learn about the characteristics of a measure that is collected over time or may be a measure of an item from a survey administered to many people. Typically, descriptive statistics are the average score (mean), the maximum, the minimum in the scores along with the variation. Descriptive statistics is used to describe the measures rather than to make inference centered around the same item or conceptual construct being measured. Thus, descriptive statistics is not inferential statistics and does not use probability to infer behaviors of a population from which the measures were drawn.
Descriptive statistics fits the background analysis for your firm selected for your dissertation. Here you have financial and performance measures of the firm with respect to others in the same competitive space. In most cases descriptive measures can be used to generate trend lines to try and forecast based on past measures.
Here is a descriptive spreadsheet for the United Way of Orange County that shows the average and standard deviation for revenues and expenses from the 990 Report we looked at in SLP 2. Here in this spreadsheet Figure 4 (click the image to open the file) you see by clicking the various tabs on the lower part of the spreadsheet graphs that can be generated from this 990 data. Columns F and G have the average and standard deviation of the revenue and expense measures, but they are rather static. To use the years of revenue and expense measures, you can click the Forecast Sheet tab on your tool bar. This is how the graphs for Revenues, Expenses, and Net were produced where a technique called exponential smoothly is used that factors in the four years of data to produce the trend lines in the forecast.
Figure 4.
Chapter 18 in: Carlberg, C. (2016). Excel sales forecasting for dummies, 2nd edition. John Wiley & Sons. Available in the Trident Online Library: Follow these instructions for Finding Skillsoft Books. Enter 132620 in the search bar.
SLP Assignment Expectations
Now examine the secondary data you have on your firm from SLP 2 or add more to the data as needed. Look at the sample and review the Excel book and particularly the one on Exponential Smoothing. Calculate some descriptive statistics for your data and prepare some forecast charts. Remember the Forecast Sheet tool on the upper toolbar next to What If Analysis. Produce a spreadsheet with associated graphs; also provide a page or two to discuss this data analysis and the conclusions you have drawn. Add this to the growing work you have on the Background for the firm you are studying.
Your assignment will be graded using the following criteria:
Assignment-Driven Criteria: Student demonstrates mastery covering all key elements of the assignment.
Critical Thinking/Application to Professional Practice: Student demonstrates mastery conceptualizing the problem and analyzing information. Conclusions are logically presented and applied to professional practice in an exceptional manner.
Business Writing and Quality of References: Student demonstrates mastery and proficiency in written communication and use of appropriate and relevant literature at the doctoral level.
Citing Sources: Student demonstrates mastery applying APA formatting standards to both in-text citations and the reference list.
Professionalism and Timeliness: Assignments are submitted on time.
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module3descriptivestat.xlsx
Revenue
| Timeline | Values | Forecast | Lower Confidence Bound | Upper Confidence Bound | Expontial Smoothing Using Additive Models of Residuals (error), trend, and seasonality |
| 2012 | 17701165 | ||||
| 2013 | 18174124 | ||||
| 2014 | 23611512 | ||||
| 2015 | 18802375 | ||||
| 2016 | 20196003.6666667 | 20196003.6666667 | 20196003.67 | 20196003.67 | |
| 2017 | 18847715.0932119 | 14348408.33 | 23347021.86 | ||
| 2018 | 21725014.5264258 | 16690605.90 | 26759423.15 | ||
| 2019 | 19483049.2486324 | 13961499.69 | 25004598.80 | ||
| 2020 | 22360348.6818464 | 16391282.69 | 28329414.67 |
Exponential Smoothing of Yearly Total Revenue
Values 17701165 18174124 23611512 18802375 20196003.666666668 Forecast 2012 2013 2014 2015 2016 2017 2018 2019 2020 20196003.666666668 18847715.093211878 21725014.526425816 19483049.248632416 22360348.681846358 Lower Confidence Bound 2012 2013 2014 2015 2016 2017 2018 2019 2020 20196003.666666668 14348408.329375707 16690605.90260186 13961499.694747148 16391282.694575973 Upper Confidence Bound 2012 2013 2014 2015 2016 2017 2018 2019 2020 20196003.666666668 23347021.85704805 26759423.150249772 25004598.802517682 28329414.669116743
Expenses
| Timeline | Total Expenses | Forecast(Total Expenses) | Lower Confidence Bound(Total Expenses) | Upper Confidence Bound(Total Expenses) |
| 2012 | 18030605 | |||
| 2013 | 18860488 | |||
| 2014 | 19388681 | |||
| 2015 | 18821576 | |||
| 2016 | 19023581.6666667 | 19023581.6666667 | 19023581.67 | 19023581.67 |
| 2017 | 19273195.4382499 | 18356121.63 | 20190269.25 | |
| 2018 | 19441752.9235189 | 18416022.78 | 20467483.07 |
Expenses Forecast
Total Expenses 18030605 18860488 19388681 18821576 19023581.666666668 Forecast(Total Expenses) 2012 2013 2014 2015 2016 2017 2018 19023581.666666668 19273195.438249949 19441752.923518851 Lower Confidence Bound(Total Expenses) 2012 2013 2014 2015 2016 2017 2018 19023581.666666668 18356121.626467906 18416022.775906339 Upper Confidence Bound(Total Expenses) 2012 2013 2014 2015 2016 2017 2018 19023581.666666668 20190269.250031993 20467483.071131364
Net
| Timeline | Values | Forecast | Lower Confidence Bound | Upper Confidence Bound |
| 2012 | -329440 | |||
| 2013 | -686364 | |||
| 2014 | 4222831 | |||
| 2015 | -19201 | -19201 | -19201.00 | -19201.00 |
| 2016 | 1530208.48329321 | -2267695.29 | 5328112.26 |
Net Revenue less Expenses
Values -329440 -686364 4222831 -19201 Forecast 2012 2013 2014 2015 2016 -19201 1530208.4832932118 Lower Confidence Bound 2012 2013 2014 2015 2016 -19201 -2267695.294853406 Upper Confidence Bound 2012 2013 2014 2015 2016 -19201 5328112.2614398291
Sheet1
| Descriptive Statistics | ||||||
| 2015 United Way Form 990 | ||||||
| 2012 | 2013 | 2014 | 2015 | 2016 | ||
| Contribution | 17572766 | 18007909 | 23414063 | 18245147 | ||
| Program Service | 0 | 0 | 0 | |||
| Investment Income | 137243 | 202496 | 384372 | 631607 | ||
| Other Rev | -8844 | -36281 | -186923 | -74379 | Average | StdDeviation |
| 2012 | 2013 | 2014 | 2015 | 2016 | ||
| Total Rev | 17701165 | 18174124 | 23611512 | 18802375 | 20196003.6666667 | 2974550.00143759 |
| Grants | 13691999 | 14266298 | 14427802 | 13662485 | ||
| Benefits | 0 | 0 | 0 | 0 | ||
| Salaries | 3140821 | 3345366 | 3480813 | 3593488 | ||
| Fundraising Fees | 0 | 0 | 0 | 0 | ||
| Other Expenses | 1197785 | 1248824 | 1480066 | 1565603 | ||
| 2012 | 2013 | 2014 | 2015 | 2016 | ||
| Total Expenses | 18030605 | 18860488 | 19388681 | 18821576 | 19023581.6666667 | 316783.330269024 |
| 2012 | 2013 | 2014 | 2015 | |||
| Net | -329440 | -686364 | 4222831 | -19201 | 796956.5 | 2300125.93390659 |
Modules/Module3/Mod3Objectives.html
Module 3 - Outcomes
Obtaining the Data for the Research Context
- Module
- Generate effective business intelligence through coordinated assembly, selection, manipulation, and presentation of data.
- Case
- Identify the unit of analysis.
- SLP
- Use descriptive data to forecast.
- Discussion
- Identify potential ethical issues in data collection.