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#88 - Surveys that Work Resume Part I - Survey Process

Sent the January 18th
Author face
Article written by
Juan Jesús Millo

Writing of the week

Hello everybody! We are reading at work a book about surveys that I'm really enjoying, and I'm going to take the opportunity to create small summaries and synthesis to get the most out of it, so I'll be writing these days about the book Surveys that Work by Caroline Jarrett.

Caroline Jarrett is a mathematician and statistician specialised in forms and surveys, where she has also written other books together with other authors Forms that Work: Designing Web Forms for Usability (Morgan Kaufmann/Elsevier) or User Interface Design and Evaluation (The Open University/Elsevier).

This book is ultimately a manual for reducing total survey error, resulting in a survey with rich, uncontaminated, actionable data.

Caroline defines what a questionnaire and a survey are:

  • Questionnaire: The questions you want to send to the people you want them to answer.
  • Survey: The process of asking these questions to a defined group of people to get numbers to make a decision.


At the end of it all, we have to define who this group of people will be, what sample we should use (if they were the whole group of people it would be a census), how to get this number, and what decisions will be made based on the result.

Caroline's summary of what we need to consider when planning a survey is as follows:

  • What you want to ask
  • Who you want to ask
  • What final result you are looking for (what numerical output). In the end, a survey serves to make a decision, so it must be actionable, even if it is qualitative.


With all these points, we can prepare the survey process:

  • Define the objective of the survey
  • Define the group of people and sampling
  • Define the questions
  • Define the questionnaire
  • Launch the questionnaire
  • Collect the questions
  • Create the report and action plan

With all this information we could now start defining the complete flow of creating a survey!

You can buy the book on Amazon: https://amzn.to/3FIIGHT

Author profile on Rosenfeld Media Caroline Jarrett: https://rosenfeldmedia.com/people/caroline-jarrett/

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