Survey testing and reporting / Survey guide

Survey methods · Decision workshop

Compare survey answers across collection modes

Check collection context before combining phone and web answers into a single survey conclusion.

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Editable examplesPractical guidanceNo-code starting point

PLAN A BOUNDED FOLLOW-UP

START WITH THIS OBSERVATION

The two ten-person synthetic samples differ by two favourable answers; collection context and people also differ.

TEST ONE CHANGE

Retain counts and mode notes; pilot the spoken and written presentation before combining them.

REVISIT THE EXPERIENCE

Check that revised phone and web introductions communicate the same question and response freedom.

Synthetic planning example. A repeat survey alone does not establish causation.

From question to next step

Make the feedback useful.

01

Run the pilot

Before mixed-mode collection, use the same fabricated question with volunteers in each intended format.

02

Choose a bounded action

Retain counts and mode notes; pilot the spoken and written presentation before combining them.

03

Check the revision

Check that revised phone and web introductions communicate the same question and response freedom.

A worked interpretation example

From a comment to a practical next step.

Illustrative scenario. These are not customer results.

01 / OBSERVE

Keep the finding specific

The two ten-person synthetic samples differ by two favourable answers; collection context and people also differ.

02 / INVESTIGATE

Choose an action to test

Retain counts and mode notes; pilot the spoken and written presentation before combining them.

03 / FOLLOW UP

Check the experience again

Check that revised phone and web introductions communicate the same question and response freedom.

A useful starting point

Optional free-text pilot questions

An invented phone cohort has six favourable answers among ten people; a web cohort has four among ten. Different people and collection contexts were used.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

QUESTION 01

How did you encounter the question in this pilot?

Record mode as context without treating it as a causal assignment.

QUESTION 02

What, if anything, did another person explain before your answer?

Identify interviewer explanation that can change the experienced question.

QUESTION 03

Which part of the question was harder to revisit in this format?

Surface a format limitation such as retaining spoken choices in memory.

QUESTION 04

What would help you answer without feeling pushed toward a response?

Probe perceived pressure with room to say none.

Download the questions as text ↓

Examples to adapt, rather than a validated research instrument.

Choose the response format

Make room for the explanation.

Suggested formats for this example questionnaire
QuestionSuggested formatWhat to preserve
How did you encounter the question in this pilot?Optional short open textRecord mode as context without treating it as a causal assignment.
What, if anything, did another person explain before your answer?Optional short open textIdentify interviewer explanation that can change the experienced question.
Which part of the question was harder to revisit in this format?Optional short open textSurface a format limitation such as retaining spoken choices in memory.
What would help you answer without feeling pushed toward a response?Optional short open textProbe perceived pressure with room to say none.

Make questions optional where appropriate. If you add a rating scale, label its endpoints, keep one idea per question, and retain a follow-up for reasons. These examples are not a validated measurement instrument.

Read the answers carefully

Keep the interpretation within the evidence

These different people and collection conditions cannot isolate a causal mode effect; sample shares remain descriptive.

The synthetic phone sample is 6/10 and web sample 4/10 favourable. These descriptive samples differ in people and mode; neither establishes a causal mode effect.

Before you send it

Check what your wording assumes.

BEFORE / LEADING

Why does phone collection make your answer more positive?

AFTER / CONTEXTUAL

What, if anything, did another person explain before your answer?

The prompt inspects collection context without asserting a causal mode effect.

Run a focused feedback cycle

Plan the invitation, review and follow-up.

When and whom to ask

Before mixed-mode collection, use the same fabricated question with volunteers in each intended format.

Who reviews the finding

The method owner records recruitment and mode; the pilot facilitator checks the experienced question.

What to check after a change

Check that revised phone and web introductions communicate the same question and response freedom.

Handle responses carefully

Do not record calls without appropriate consent. This worksheet uses invented totals and optional explanations.

A practical decision workshop

Inspect the example before choosing a rule

Trace an invented case, preserve the evidence limits, then adapt the manual worksheet to your own decision.

Evidence dependency diagram

What must be known first?

Example evidence dependenciesRecruitment context leads to Bounded comparison: who answered. Collection mode leads to Bounded comparison: how they answered.Recruitment contextCollection modeBounded comparison

Scroll the diagram sideways if needed; every dependency is also written below.

  • Recruitment context → Bounded comparison: who answered.
  • Collection mode → Bounded comparison: how they answered.

Synthetic example · not customer data

Inspect the records

Synthetic pilot and reporting records
ModeValid answersFavourableContext
Phone106Interviewer present
Web104Self-completed

Wide tables scroll sideways on small screens.

Download records (.csv) · Download complete decision kit (.json)

Decision explorer

Choose an evidence situation

This returns a written example explanation. It does not inspect your records or approve a real report.

Choose a situation to read its example explanation.
Read every situation without the interactive tool
People and collection conditions are documented
Describe both cohorts and their limits; do not infer a causal effect.
Mode is mixed but not recorded
Hold mode-specific comparison until collection context is recoverable.
A separate controlled design is proposed
Review assignment and analysis before making an experiment claim.

Version comparison viewer

Keep the draft and its correction visible

Draft or earlier version · review its limits

Phone collection improves satisfaction by 20 percentage points.

Revised example · limits retained

The synthetic phone sample is 6/10 and web sample 4/10 favourable. These descriptive samples differ in people and mode; neither establishes a causal mode effect.

What the review changes
Review boundaryDraft to reviewRevised example
InterpretationMode caused improvementSample difference with context limits
ComparabilitySame wording is sufficientPeople, presentation and timing also reviewed

Wide tables scroll sideways on small screens.

Before you send it

Questions, answered.

Does identical wording guarantee identical experience?

No. Spoken presentation, interviewer help and the ability to reread can change context.

Can these numbers establish a mode effect?

No. The groups were not controlled or randomly assigned; the difference is descriptive.

Will the example import or configure a results view?

No. Copy the optional text prompts into a manual draft. Tables, coding rules and comparisons are separate educational worksheets; check supported product features in your account.

Build with SurveyTeams

Adapt these pilot questions in SurveyTeams

Use these examples to draft your questionnaire. Create a survey draft, add questions, and check the respondent preview in SurveyTeams. Additional features depend on your account and plan.

Create your survey in SurveyTeams

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