For some projects you may need to gather information from many people in a short time. When you have this condition, surveys and questionnaires can be very efficient.
First lets define the terms. A survey encompasses all aspects of the research process (design, construction, sampling method, data collection and response analysis). A questionnaire is a tool used for a survey and is a set of questions with a choice of answers.
Let’s look at the steps to conducting a requirements gathering survey:
- Design – You will need the answer to questions such as “What are the objectives?”; “What media will be used?”; “Who will it be sent to?”; “How long will be given to respond?”; “What will you do with non-responders?”; “Who will compile and analyze the data?”
- Construction – “Who will determine the questions to ask?”; “How many questions will be asked?”; “Will you allow open-ended responses?”; “Who will create and distribute the questionnaire?”. A tool such as Survey Monkey can be useful.
- Sampling Method – You will need to define the target population. If the entire population is sufficiently small, you can include everyone. If the population is large, you will need to use statistical sampling methods. Consult the statistician on your team or company for advice on the various methods.
- Data Collection – The method of data collection should have been determined in design. Collect and summarize the data as a prerequisite to response analysis.
- Response Analysis – This ties in to the objectives you defined in design. The method and people involved were determined in design. The responses are used to guide the direction of the requirements.
A reminder that my Kindle book “Project Management For The Real World” is available at