Survey Plan

Due: Oct 04 by 11:59pm

Weight: This assignment is worth 4% of your final grade.

Assessment: Your submission will be assessed using the rubric at the bottom of this page.

As a team, write a survey plan to guide your survey design in formr. This plan does not have to be “set in stone” but rather a first attempt at defining the scope and general content of your survey. The course instructor will review and grade your plan and provide written feedback to guide the development of your pilot survey. Follow the instructions below to prepare your survey plan.

1. Get Organized

Download and unzip this template for your survey plan. Open the survey_plan.Rproj file and write your plan in the survey_plan.Rmd file. The template comes with some text and code explaining how to use it - you should delete this code / text as it is only for explanatory purposes. Be sure to adjust the content in the YAML:

  • Write your project title in the title field (and provide a subtitle if you wish, or delete the subtitle field).
  • In the author field, list the names of all teammates, e.g. author: Luke Skywalker, Leia Organa, and Han Solo.

2. Specify the Target Population

What is the ideal population you would like to take your survey? If you cannot access this population, is there a different or similar population that you are planning to target?

Write out your eligibility requirements for people to be considered part of your target population. Be specific. Write the exact question language you plan to use in your survey (e.g. “Are you a car owner?”) to identify the target sample. You may need to ask more than one question.

By default, we will pay users on Amazon Mechanical Turk (i.e. people from the general U.S. population) to take your survey, but if a specific subpopulation is required (e.g. people currently shopping for a car), list that here and perhaps one or two strategies for reaching that population. If you have any other opportunities to distribute your survey to the target population (e.g. an external collaborator, personal networks, etc.), list those here.

3. Specify the Conjoint Questions

Write the exact conjoint choice question you plan on asking your respondents (e.g. “If these were your only options, which vehicle would you choose?”).

List in a table the attributes and levels you will include in your conjoint questions (these may change between now and the actual final survey). For example, for a survey on car preferences, here are some possible attributes and levels:

Attribute Levels Unit
Price 15, 20, 25 $1000
Fuel economy 20, 25, 30 Miles per gallon
Acceleration time 6, 7, 8 Seconds (from 0-60 mph)
Powertrain Gasoline, Electric Type

4. Specify Other Survey Content

Your survey plan should include the following additional content (much of this will go directly into your pilot survey):

  • Welcome page text: Welcome your survey respondents and inform them in just a few sentences who you are and what the survey is about.
  • Consent page text: Write out the text of a consent form and include restrictions at least for 18 years of age and the statement “I have read and understand the above information” (in your survey, this can go on the welcome page).
  • Education information: Write out descriptions of the attributes you will include in your conjoint questions so that you can explain them to your survey respondents. Use common, simple language and as few words as possible. Include illustrative images if possible.
  • Critical respondent information: What pieces of information about your respondent are absolutely necessary for your analysis (e.g. demographic factors like income, age, etc., or other information specific to the market for your product). Again, write the specific questions you plan on asking.
  • Other questions: What other information about your respondents would be helpful in your analysis? Are you planning on asking any behavioral or demographic questions? Include the specific question text you plan to include.

5. Knit and submit

Click the “knit” button to compile your survey_plan.Rmd file into a html web page, then create a zip file of everything in your R Project folder. Name your file, then go to your team Box folder and submit your zip file in the “submissions” folder. Only one person from your team should submit the report.

Grading Rubric

35 Total Points

Category Excellent Good Needs work
Organization & Formatting 5
All formatting guidelines are followed; YAML is correct with all team members listed; Rmd compiles to html.
Most formatting guidelines are followed; YAML is correct with all team members listed; Rmd might require one fix to compile to html.
Several or all formatting guidelines not followed; YAML contains elements that aren't updated from the template; Rmd requires mutliple fixes to compile to html.
Target Population 10 / 9
Target population clearly identified; fielding strategy is discussed; eligibility requirement question text is specified.
8 / 7 / 6
Target population identified, though may need to be refined; fielding strategy is discussed; eligibility requirement question text needs to be refined.
5 / 4 / 3
Target population unclear; fielding strategy missing; eligibility requirement question text needs to be refined or is missing.
Conjoint Questions 10 / 9
Exact conjoint question text is clear and specific; table of all attributes are included.
8 / 7 / 6
Conjoint question text could be improved; table of all attributes are included with some attributes missing.
5 / 4 / 3
Conjoint question text is missing or poorly written / unclear; table of all attributes is missing or unclear.
Other Content 10 / 9
All required survey components are specified with clear, precise question text included.
8 / 7 / 6
Some but not all required survey components are specified.
5 / 4 / 3
Missing multiple of the required survey components, question text is unclear.