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This PSR Tip Sheet provides some basic tips about how to write good survey questions and design a good survey questionnaire.

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Designing and validating a research questionnaire - Part 1

Priya ranganathan.

Department of Anaesthesiology, Tata Memorial Centre, Homi Bhabha National Institute, Mumbai, Maharashtra, India

Carlo Caduff

1 Department of Global Health and Social Medicine, King’s College London, London, United Kingdom

Questionnaires are often used as part of research studies to collect data from participants. However, the information obtained through a questionnaire is dependent on how it has been designed, used, and validated. In this article, we look at the types of research questionnaires, their applications and limitations, and how a new questionnaire is developed.

INTRODUCTION

In research studies, questionnaires are commonly used as data collection tools, either as the only source of information or in combination with other techniques in mixed-method studies. However, the quality and accuracy of data collected using a questionnaire depend on how it is designed, used, and validated. In this two-part series, we discuss how to design (part 1) and how to use and validate (part 2) a research questionnaire. It is important to emphasize that questionnaires seek to gather information from other people and therefore entail a social relationship between those who are doing the research and those who are being researched. This social relationship comes with an obligation to learn from others , an obligation that goes beyond the purely instrumental rationality of gathering data. In that sense, we underscore that any research method is not simply a tool but a situation, a relationship, a negotiation, and an encounter. This points to both ethical questions (what is the relationship between the researcher and the researched?) and epistemological ones (what are the conditions under which we can know something?).

At the start of any kind of research project, it is crucial to select the right methodological approach. What is the research question, what is the research object, and what can a questionnaire realistically achieve? Not every research question and not every research object are suitable to the questionnaire as a method. Questionnaires can only provide certain kinds of empirical evidence and it is thus important to be aware of the limitations that are inherent in any kind of methodology.

WHAT IS A RESEARCH QUESTIONNAIRE?

A research questionnaire can be defined as a data collection tool consisting of a series of questions or items that are used to collect information from respondents and thus learn about their knowledge, opinions, attitudes, beliefs, and behavior and informed by a positivist philosophy of the natural sciences that consider methods mainly as a set of rules for the production of knowledge; questionnaires are frequently used instrumentally as a standardized and standardizing tool to ask a set of questions to participants. Outside of such a positivist philosophy, questionnaires can be seen as an encounter between the researcher and the researched, where knowledge is not simply gathered but negotiated through a distinct form of communication that is the questionnaire.

STRENGTHS AND LIMITATIONS OF QUESTIONNAIRES

A questionnaire may not always be the most appropriate way of engaging with research participants and generating knowledge that is needed for a research study. Questionnaires have advantages that have made them very popular, especially in quantitative studies driven by a positivist philosophy: they are a low-cost method for the rapid collection of large amounts of data, even from a wide sample. They are practical, can be standardized, and allow comparison between groups and locations. However, it is important to remember that a questionnaire only captures the information that the method itself (as the structured relationship between the researcher and the researched) allows for and that the respondents are willing to provide. For example, a questionnaire on diet captures what the respondents say they eat and not what they are eating. The problem of social desirability emerges precisely because the research process itself involves a social relationship. This means that respondents may often provide socially acceptable and idealized answers, particularly in relation to sensitive questions, for example, alcohol consumption, drug use, and sexual practices. Questionnaires are most useful for studies investigating knowledge, beliefs, values, self-understandings, and self-perceptions that reflect broader social, cultural, and political norms that may well diverge from actual practices.

TYPES OF RESEARCH QUESTIONNAIRES

Research questionnaires may be classified in several ways:

Depending on mode of administration

Research questionnaires may be self-administered (by the research participant) or researcher administered. Self-administered (also known as self-reported or self-completed) questionnaires are designed to be completed by respondents without assistance from a researcher. Self-reported questionnaires may be administered to participants directly during hospital or clinic visits, mailed through the post or E-mail, or accessed through websites. This technique allows respondents to answer at their own pace and simplifies research costs and logistics. The anonymity offered by self-reporting may facilitate more accurate answers. However, the disadvantages are that there may be misinterpretations of questions and low response rates. Significantly, relevant context information is missing to make sense of the answers provided. Researcher-reported (or interviewer-reported) questionnaires may be administered face-to-face or through remote techniques such as telephone or videoconference and are associated with higher response rates. They allow the researcher to have a better understanding of how the data are collected and how answers are negotiated, but are more resource intensive and require more training from the researchers.

The choice between self-administered and researcher-administered questionnaires depends on various factors such as the characteristics of the target audience (e.g., literacy and comprehension level and ability to use technology), costs involved, and the need for confidentiality/privacy.

Depending on the format of the questions

Research questionnaires can have structured or semi-structured formats. Semi-structured questionnaires allow respondents to answer more freely and on their terms, with no restrictions on their responses. They allow for unusual or surprising responses and are useful to explore and discover a range of answers to determine common themes. Typically, the analysis of responses to open-ended questions is more complex and requires coding and analysis. In contrast, structured questionnaires provide a predefined set of responses for the participant to choose from. The use of standard items makes the questionnaire easier to complete and allows quick aggregation, quantification, and analysis of the data. However, structured questionnaires can be restrictive if the scope of responses is limited and may miss potential answers. They also may suggest answers that respondents may not have considered before. Respondents may be forced to fit their answers into the predetermined format and may not be able to express personal views and say what they really want to say or think. In general, this type of questionnaire can turn the research process into a mechanical, anonymous survey with little incentive for participants to feel engaged, understood, and taken seriously.

STRUCTURED QUESTIONS: FORMATS

Some examples of close-ended questions include:

e.g., Please indicate your marital status:

  • Prefer not to say.

e.g., Describe your areas of work (circle or tick all that apply):

  • Clinical service
  • Administration
  • Strongly agree
  • Strongly disagree.
  • Numerical scales: Please rate your current pain on a scale of 1–10 where 1 is no pain and 10 is the worst imaginable pain
  • Symbolic scales: For example, the Wong-Baker FACES scale to rate pain in older children
  • Ranking: Rank the following cities as per the quality of public health care, where 1 is the best and 5 is the worst.

A matrix questionnaire consists of a series of rows with items to be answered with a series of columns providing the same answer options. This is an efficient way of getting the respondent to provide answers to multiple questions. The EORTC QLQ-C30 is an example of a matrix questionnaire.[ 1 ]

For a more detailed review of the types of research questions, readers are referred to a paper by Boynton and Greenhalgh.[ 2 ]

USING PRE-EXISTING QUESTIONNAIRES VERSUS DEVELOPING A NEW QUESTIONNAIRE

Before developing a questionnaire for a research study, a researcher can check whether there are any preexisting-validated questionnaires that might be adapted and used for the study. The use of validated questionnaires saves time and resources needed to design a new questionnaire and allows comparability between studies.

However, certain aspects need to be kept in mind: is the population/context/purpose for which the original questionnaire was designed similar to the new study? Is cross-cultural adaptation required? Are there any permission needed to use the questionnaire? In many situations, the development of a new questionnaire may be more appropriate given that any research project entails both methodological and epistemological questions: what is the object of knowledge and what are the conditions under which it can be known? It is important to understand that the standardizing nature of questionnaires contributes to the standardization of objects of knowledge. Thus, the seeming similarity in the object of study across diverse locations may be an artifact of the method. Whatever method one uses, it will always operate as the ground on which the object of study is known.

DESIGNING A NEW RESEARCH QUESTIONNAIRE

Once the researcher has decided to design a new questionnaire, several steps should be considered:

Gathering content

It creates a conceptual framework to identify all relevant areas for which the questionnaire will be used to collect information. This may require a scoping review of the published literature, appraising other questionnaires on similar topics, or the use of focus groups to identify common themes.

Create a list of questions

Questions need to be carefully formulated with attention to language and wording to avoid ambiguity and misinterpretation. Table 1 lists a few examples of poorlyworded questions that could have been phrased in a more appropriate manner. Other important aspects to be noted are:

Examples of poorly phrased questions in a research questionnaire

  • Provide a brief introduction to the research study along with instructions on how to complete the questionnaire
  • Allow respondents to indicate levels of intensity in their replies, so that they are not forced into “yes” or “no” answers where intensity of feeling may be more appropriate
  • Collect specific and detailed data wherever possible – this can be coded into categories. For example, age can be captured in years and later classified as <18 years, 18–45 years, 46 years, and above. The reverse is not possible
  • Avoid technical terms, slang, and abbreviations. Tailor the reading level to the expected education level of respondents
  • The format of the questionnaire should be attractive with different sections for various subtopics. The font should be large and easy to read, especially if the questionnaire is targeted at the elderly
  • Question sequence: questions should be arranged from general to specific, from easy to difficult, from facts to opinions, and sensitive topics should be introduced later in the questionnaire.[ 3 ] Usually, demographic details are captured initially followed by questions on other aspects
  • Use contingency questions: these are questions which need to be answered only by a subgroup of the respondents who provide a particular answer to a previous question. This ensures that participants only respond to relevant sections of the questionnaire, for example, Do you smoke? If yes, then how long have you been smoking? If not, then please go to the next section.

TESTING A QUESTIONNAIRE

A questionnaire needs to be valid and reliable, and therefore, any new questionnaire needs to be pilot tested in a small sample of respondents who are representative of the larger population. In addition to validity and reliability, pilot testing provides information on the time taken to complete the questionnaire and whether any questions are confusing or misleading and need to be rephrased. Validity indicates that the questionnaire measures what it claims to measure – this means taking into consideration the limitations that come with any questionnaire-based study. Reliability means that the questionnaire yields consistent responses when administered repeatedly even by different researchers, and any variations in the results are due to actual differences between participants and not because of problems with the interpretation of the questions or their responses. In the next article in this series, we will discuss methods to determine the reliability and validity of a questionnaire.

Financial support and sponsorship

Conflicts of interest.

There are no conflicts of interest.

Examples

Research Questionnaire

Questionnaire generator.

how to prepare research questionnaire pdf

When a researcher creates a research paper using the scientific method they will need to use a gathering method that is adjacent to the research topic. This means that the researcher will use a quantitative research method for a quantitive topic and a qualitative method for a qualitative  one.  The research questionnaire is one of the quantitative data-gathering methods a researcher can use in their research paper.

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What Is a Research Questionnaire?

A research questionnaire is a physical or digital questionnaire that researchers use to obtain quantitative data. The research questionnaire is a more in-depth version of a survey   as its questions often delve deeper than survey questions .

How to Write a Research Questionnaire

A well-made research questionnaire can effectively and efficiently gather data from the population. Creating a good research questionnaire does not require that many writing skills , soft skills , or hard skills , it just requires the person to properly understand the data set they are looking for.

Step 1: Select a Topic or Theme for the Research Questionnaire

Begin by choosing a topic or theme   for the research questionnaire as this will provide much-needed context for the research questionnaire. Not only that but the topic will also dictate the tone of the questions in the questionnaire.

Step 2: Obtain or Use a Research Questionnaire Outline

You may opt to use a research questionnaire outline or outline format for your research questionnaire. This outline will provide you with a structure you can use to easily make your research questionnaire.

Step 3: Create your Research Questionnaire

Start by creating questions that will help provide you with the necessary data to prove or disprove your research question. You may conduct brainstorming sessions to formulate the questions for your research questionnaire.

Step 4: Edit and Have Someone Proofread the Questionnaire

After you have created and completed the research questionnaire, you must edit the contents of the questionnaire. Not only that but it is wise to have someone proofread the contents of your questionnaire before deploying the questionnaire. 

How does a research questionnaire help businesses?

A successful business or company utilizes research questionnaires to not only obtain data from their customers but also to gather data about the performance and quality of the employees in the business. The research questionnaire provides the business or company with actionable data, which they can use to improve the product, service, or commodity to obtain more customers.

Do I need to provide a consent form when I ask someone to answer the research questionnaire?

Yes, consent is very important as without this the data you have gathered from your questionnaires or surveys are useless. Therefore it is important to provide a consent form with your research questionnaire when you are asking a participant to answer the document.

What type of answers are allowed in the research questionnaire?

Research questionnaires can host a multitude of types of questions each with its specific way of answering.  A questionnaire can use multiple-choice questions, open-ended questions, and closed questions. Just be sure to properly pace the questions as having too many different types of answering styles can demotivate or distract the target audience, which might lead to errors.

A research questionnaire is a data-gathering document people can use to obtain information and data from a specific group of people. Well-made and crafted research questionnaires will provide much-needed information one can use to answer a specific research question.

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COMMENTS

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    writing questions and building the construct of the questionnaire. It also develops the demand to pre-test the questionnaire and finalizing the questionnaire to conduct the survey. Keywords: Questionnaire, Academic Survey, Questionnaire Design, Research Methodology I. INTRODUCTION A questionnaire, as heart of the survey is based on a set of

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    A questionnaire is an important instrument in a research study to help the researcher collect relevant data regarding the research topic. It is significant to ensure that the design of the ...

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    researches, the questionnaire consists of a sense of questions or statements to which individuals are. asked to respond the questions frequently asked for facts or the opinions, attitudes or ...

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    conduct your research study before you can write a questionnaire. If you plan on conducting an exploratory research study (i.e., you want to collect some preliminary information about a research problem),your questionnaire will usually not need to be as detailed as when you plan on conducting a confirmatory research study (i.e.,when you intend ...

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    step-by-step through the survey research process. Chapter 1 discusses planning the survey: determining the purpose of the study, collecting background information, deSigning the sample, and making a time line for completing the project. Chapter 2 introduces questionnaire design by discussing the pros and cons of various question formats.

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  10. Questionnaire Design Tip Sheet

    Questionnaire Design Tip Sheet. This PSR Tip Sheet provides some basic tips about how to write good survey questions and design a good survey questionnaire. PSR Questionnaire Tip Sheet. 40 KB. Printer-friendly version.

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    However, the quality and accuracy of data collected using a questionnaire depend on how it is designed, used, and validated. In this two-part series, we discuss how to design (part 1) and how to use and validate (part 2) a research questionnaire. It is important to emphasize that questionnaires seek to gather information from other people and ...

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    Pilot survey: A preliminary part of research conducted before a complete survey to test the effectiveness of the research methodology. Purpose of Pretesting To determine whether: i. The questions are properly framed ii. Wording of the questions will achieve the desired results iii. The questions have been placed in the best order iv.

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    Qualitative Research Questions Guidelines 1. Ask only a few general questions [no Yes/No questions] to permit participants to share information with you 2. Ask questions that are neutral exploratory language that does not convey conclusions you expect 3. Design and write 2 question types: Central Questions and Sub-Questions 4.

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