8 Steps to Help You Prepare for a Survey Sampling Project

May 2, 2022 | Marketplace, Featured

Getting ready for your next programmatic sampling study

Conducting programmatic survey sampling requires careful preparation. Whether you’re running a survey yourself or with the help of a project manager, you’ll need to follow some important steps before launching the study. 


1. Define the research objective

As the first step, you should have a clear understanding of the goal of the study you’re fielding. To define the research objective more precisely, consider how the research data will be used. For example, are you aiming to reach a niche demographic? Do you need to have the results ready by a very specific deadline? Knowing the goal of the survey will help you determine how it should be designed and set up. 

2. Know the budget and scope

It’s important to understand your project budget and scope prior to launch. There are many factors that can impact the cost of survey sampling projects, such as fielding time, quota management, and more. If you have a more flexible budget, then you may be more assertive with your fielding time and quotas. On the other hand, if your budget is not very flexible, then you will have to align fielding and quota expectations accordingly.  

3. Develop the content

In the next step, the questionnaire is developed with regard to the research objective. When developing a survey questionnaire, consider the wording of your questions, the respondents who are answering your questions and how to best engage them with your survey. It is advisable to consider ideas for data analysis already at this early stage of the project. 

4. Identify your target group and desired quotas 

Now it is necessary to define the exact target group, incidence rate (IR) and quotas you are looking for.  Quotas allow you to manage the number of respondents that can enter your survey, based on demographics and other targeting criteria. In addition, you should determine methodology and sample size at this time. 

5. Understand project feasibility 

Once you have decided on your target group and quotas, you need to understand how feasible your study will be. Not only will it provide a clear understanding of what to expect during the project, but it will allow you to address any feasibility issues before launching the study. Feasibility estimates also allow you and your clients to know what to expect with regard to fielding time and cost.   

6. Design the survey thoughtfully

Survey design is a very important part of your research project. From pre-screeners to translations to LOI, designing an effective survey requires thoughtful consideration. If you don’t design a survey with the respondent in mind, you run the risk of getting a high survey dropout rate and lower quality responses.  

7. Program the survey correctly

There are many factors to consider when programming your survey. Even if you are not programming the survey yourself, simply creating clear programming instructions will ensure that your project manager can set up the survey correctly. To effectively program a survey, you will need to consider factors like logical question order, pre-coding, and mobile compatibility.  

8. Communicate clearly with your client

If you’re conducting a survey on behalf of a client, be sure to openly communicate with them about the projected cost, timeline, and feasibility of the study. Setting clear expectations will help them more effectively manage the project on their end, creating a positive interaction between you and your client.

Start running more impactful surveys  

As you can see, it is not difficult to set up and execute a market research study. When you structure your project and follow a few basic guidelines along the way, you will more easily reach your research objective and yield high-quality results. To learn more about programmatic sampling projects, contact our team today.  

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