Survey Instrument Example
May 12, 2012
[REDACTED] Application / Draft Survey Instrument
Version 4 / May 12, 2012
We would like to request your participation to provide your opinions on some of the latest technology,
your experience with different devices, and preferences you may have with regard to smart phone
applications and investor intelligence capabilities. We understand your time is very valuable, so we have
designed this survey to take no more than 10 minutes. Thank you for your participation.
1) [Q1] For the following list of items, please indicate if you happen to own each. Check all that
apply. Do you have [DO NOT RANDOMIZE]:
a. A personal computer (desktop or laptop)
b. A smart phone (e.g. iPhone, Blackberry, Android, etc) [IF NOT SELECTED, TERMINATE]
c. A cellular phone without e-mail or internet access
d. A tablet computer such as an iPad, Samsung Galaxy, or Motorola Xoom
e. None of the above [TERMINATE]
2) [Q2] Which of the following best describes the type of smart phone you currently own?
[RANDOMIZE]
a. iPhone
b. Blackberry
c. Android
d. Windows phone
e. Symbian
f. Don’t know / prefer not to answer [TERMINATE]
g. Some other type not listed above [ALWAYS LAST OPTION]
3) [Q3] Have you ever downloaded a software application or “app” to your smart phone, or have
you never done this?
a. Yes, I have done this
b. No, have never done this
c. Phone cannot download apps [TERMINATE]
d. Don’t know / Prefer not to answer [TERMINATE]
e. I don’t know what an app is.
4) [Q4] How many of the apps on your smart phone do you use on a regular basis, meaning you
use them at least once a week?
a. None
b. 1 to 2
c. 3 to 5
d. 6 to 10
e. 11 to 20
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May 12, 2012
5)
6)
7)
8)
9)
10)
f. More than 20
[Q5] [INTRODUCTORY SCRIPT]The next set of questions is related to investment activity.
[QUESTION] Do you currently manage investment assets, including mutual funds, stocks, bonds,
annuities and money market funds? [NO responses skip past Q7 and get identical Q6]
a. Yes
b. No
[Q6] Thinking about your interest in investing or following the financial performance of different
companies, which of the following most closely describes you?
a. Individual Investor
b. Analyst
c. Broker / Investment Advisor
d. Portfolio Manager
e. Banker / Financing Source
f. Press / Media
g. Consultant
h. Employee
i. Student
j. Other
[Q7] [ONLY ASKED WHERE Q5 is Yes] Thinking about the level of investment assets you
managed in 2011, which of the following best describes the range of investment assets in
current dollars?
a. Less than $50,000 [TERMINATE]
b. $50,000 –