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    QUESTIONNAIRE

    DESIGNPatrick S. Romano, MD, MPH

    Professor of Medicine and Pediatrics

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    Questionnaire Design

    1. List variablesSources include patients/subjects (focus groups,key informant interviews), clinical observation,theory or conceptual framework, prior research,

    and expert opinion.2. Borrow from other instruments Save development effort (reinventing the wheel)

    Borrow reliability, validity, variance estimates Facilitate comparison with previous studies3. Solicit input from colleagues and friends

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    4. Prepare a draft5. Circulate and revise6. Pretest7. Shorten and revise again

    Questionnaire Design (cont)

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    Method of Administration

    Advantages of verbal interview:Interviewer can clarify unclear questions

    Literacy is not required

    Interviewer can collect more complexanswers and observations

    Interviewer can minimize missing andinappropriate responses

    Interviewer can prevent respondentfrom answering out of sequence

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    Method of Administration (cont)

    Advantages of written questionnaire:

    Much less staff time is required, with no deadtime waiting for potential participants

    Less potential for observer bias

    Anonymity may minimize social desirabilitybias, and encourage more honest responses tosensitive questions

    Computer-assisted telephone interviewing(CATI) by random-digit dialing (RDD) combinesadvantages of both verbal and written methods.

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    Questionnaire Design:

    General Principles

    Open-ended vs closed-ended questions: Open-ended questions generate

    answers that are more nuancedand information-rich

    Open-ended questions generateanswers that are more difficult tocategorize and analyze

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    Questionnaire Design:General Principles (cont)

    Closed-ended questions are easierto interpret, with lower respondentburden.

    Developing a sufficiently specific butexhaustive list of response optionsmay be very difficult.

    Closed-ended questions may lead

    the respondent in an inappropriatedirection.

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    Questionnaire Design:

    General Principles (cont)Length: No longer than absolutely necessary (24

    pages) Use branching questions and skip patterns

    to reduce length

    Avoid deceptively short questions with

    high respondent burden (complex tables,rank ordering, mental calculations, check

    all that apply)

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    Questionnaire Design:General Principles (cont)

    Visual design: Attractive, uncluttered format with a professional

    appearance and consistent graphic design Consider light pastel colors, illustrations, 2 columns Avoid excessively small or unusual fonts Number and carefully align (vertically) questions

    and response options

    Avoid loose pages; booklet format if possible.

    Avoid splitting questions across columns/pages. Minimize the number and abruptness of format

    changes; use transitional sentences.

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    Questionnaire Design:General Principles (cont)

    Sequence: Frame the survey briefly but carefully

    Place instructions where needed, not just at

    the beginning Start with benign, easy, salient questions

    (consistent with cover letter)

    Bury most sensitive questions about personal

    behaviors Threatening demographic questions near end

    End with thank you and follow-upinformation

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    Questionnaire Design:

    General Principles (cont)

    Facilitating response:

    Design survey form to fold on itself or includeenvelope

    Self-addressed, stamped (not metered) return Prepaid incentive ($5-10 cash best)

    Signed endorsement/cover letter(s)

    Prenotification letter, reminder postcard, follow-up mailings and/or telephone calls

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    Questionnaire Design:

    General Principles (cont)

    Facilitating data entry and follow-up:Precode closed-ended questions

    (avoid negative scale values)

    Number questions consecutively

    Identification number

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    Phrasing Questions1. Clarity/specificity

    Avoid nonspecific response options, but alsoavoid seeking unachievable specificity.

    Often? Sometimes? Regularly?

    2. Simplicity Avoid complex or technical phrasing.

    Use complete but short sentences (avoidingdouble negatives and redundancy between

    question stem and response options)3. Neutrality

    Avoid loaded questions, arguable prefatorystatements, and judgmental words/phrases

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    Phrasing Questions (cont)

    4. Sensitivity Encourage unorthodox and socially

    undesirable" responses (depersonalization):

    Everybody does itHow many timesMany experts say

    Discourage over reporting ofsocially desirableresponsesDid you happen toMany people have trouble remembering

    Allow for either agreement or disagreement inquestion stem

    Funnelling questions to introduce sensitive topics

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    Phrasing Questions (cont)

    5. One topic per question Avoid double-barreled questions

    Do African-Americans and Latinos suffer fromdiscrimination

    6. Specify an appropriate time frame Typical/usual versus maximal/minimal Depends on salience of topic

    7. Improving recall

    Aided recall (memory cues, prompts) Bounded recall (time window) Records or diaries

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    Phrasing Questions (cont)

    8. Mutually exclusive and exhaustiveresponse options

    Use ofother fields

    9. Consider question polarity andsequence (survey as conversation)

    Avoid yea-saying patterns and

    carryover effects, but maintainconsistency when possible

    10. Check for technical accuracy

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    Scaling Responses

    Visual analogue (thermometer)scales

    Frequency-weighted multi-symptom indices I-PSS score

    Multi-symptom checklists Charlson/Elixhauser comorbidity lists

    Grading or ranking

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    Scaling Responses (cont)

    Likert (summative) scales Add ordinal scores for multiple items

    measuring agreement or disagreement withstated attitudes or beliefs.

    Number of symmetric categories (4-10) Include or omit middle category (or put no

    opinion at end of response options)

    Consider ceiling and floor effects

    Watch for over-endorsement of labeledboxes

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    Scaling Responses (cont)

    Adjectival scale (variation of Likert) Semantic differential scale

    Anchoring the extremes is usuallydesirable to increase variation

    Labeling intermediate points encouragesendorsement of those points

    Guttman (cumulative) scales

    Add the number of ordered statementseliciting agreement by the respondent

    Ordering errors may be problematic(coefficient of scalability)

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    Thank You !