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Survey Instructions

Survey instructions are a set of directions at the beginning of a survey tool that provide important information for participants regarding the purpose of the data collection and how to correctly complete the data assessment. Survey instructions are also often found throughout the survey when a new question format or section of the survey is introduced to the participant that requires further instructions. Communication researchers frequently use surveys as a tool to collect data to answer research questions or hypotheses. For example, a researcher may use a survey tool to collect data from adults in a romantic relationship regarding how they engage in conflict within their relationship. Understanding what components to address and how to properly write survey instructions is essential in the creation of an effective survey. This entry discusses and provides examples of each of the components that need to be included within survey instructions. It also addresses how to create instructions for each of the different types of questions that may be included within a survey.

Survey instructions help orient participants to the purpose of the survey and how the data will be utilized after it is collected. Instructions are often located at the beginning of the survey and before each new section within the tool. In addition to providing directions, instructions may also contain key information such as how long it will take to complete the survey, the purpose behind data collection, and the role of the participants as they answer each question. Writing clear and easy-to-follow survey instructions is a key aspect of creating an effective survey. Communication researchers often utilize surveys as a data collection tool that informs broader research question or hypotheses findings within the field of communication. Moreover, drafting and including clear, concise survey instructions is an essential component of the development and implementation of an effective survey tool.

Survey Instruction Components

Many surveys begin with a brief introduction that explains the topic and purpose of the survey. Several pieces of information typically are found within the introduction including: (a) name of the organization and role of the researchers conducting the survey; (b) purpose or goal of the survey; (c) how long the survey will take to complete; (d) how the information will be used; (e) whether responses are anonymous, confidential, or tracked; and (f) pertinent instructions not included in the survey questions.

Identifying the organization sponsoring the research provides participants with a better understanding of why the research project is being conducted. For example, if the research being conducted is for a pharmaceutical company, the participant may infer that the data collected will be used to help create marketing campaigns for a newly developed medicine. Conversely, if a university is sponsoring the research project, participants may conclude the endeavor is part of a larger research initiative to further knowledge within a particular field of study. In addition to identifying the organization, the primary investigating researcher and co-investigators should be listed by name and title. Including such information within the survey instructions provides full disclosure of who is leading the research. By identifying both the organization sponsoring the research and the researchers who are serving as the primary and co-investigators of the project, researchers provide participants with a clearer comprehension of how the data collected will be used.

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