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Detailed study on Questionnaires and Surveys PMBOK® Guide

Questionnaires and Surveys

This Technique allows for gathering a huge amount of data in a short period of time. Two questions are mostly used “close-ended” & “open-ended”

Open-ended: Where the response for a question will be given in a multiple choice Close-ended: Where the respondents will encourage to speak freely with no structure.

Where applied?

Within PMBOK® Guide Questionnaires and surveys are used as techniques in the following processes:

[table id=52 /]

Collect Requirements

Questionnaires and surveys are written sets of questions designed to quickly accumulate information from a large number of respondents. Questionnaires and/or surveys are most appropriate with varied audiences, when a quick turnaround is needed, when respondents are geographically dispersed, and where statistical analysis could be appropriate.

Control Quality

Surveys may be used to gather data about customer satisfaction after the deployment of the product or service. The cost regarding defects identified in the surveys may be considered external failure costs in the COQ model and can have extensive cost implications for the organization.

Identify Stakeholders

Questionnaires and surveys can include one-on-one reviews, focus group sessions, or other mass information collection techniques.

Following are the qualities of a good questionnaire.

  • The length of questionnaire should be appropriate to the purpose and audience.
  • The language used should be easy and simple.
  • The terms used are explained properly.
  • The questions should be arranged in logical manner.
  • Complex questions should be broken into smaller filtered questions.
  • The questions should be moving around the theme of the investigator.
  • The answers should be short and simple.
  • These answers should be accurate and direct
  • The answers should be relevant to the problem and understandable to everyone of respondents

Following are 4 simple steps that will help you conduct better surveys:


  • Ask yourself why you want to conduct this survey.
  • Pinpoint your target demographic.
  • Power up your survey sample size.
  • Pick the right moment to send your survey.

Survey Methods (https://en.wikipedia.org/wiki/Survey_methodology)

Different methods create mode effects that change how respondents answer, and different methods have different advantages. The most common modes of administration can be summarized as:

  • Telephone
  • Mail (post)
  • Online surveys
  • Personal in-home surveys
  • Personal mall or street intercept survey
  • Hybrids of the above.



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