问卷设计与测试
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Questionnaire code design The enterprise questionnaire code have five-digit figures, the first two is the city code, since there are not more than 99 cities in the province; the last three figures, which start from 001 to 999, is the sequence number of enterprises in each city, and the enterprise sample size is not more than 999 in the city.
问卷设计面临的挑战
Challenges for Questionnaire design 用户需求与资源(人力、物力和时间等)之间关 系的权衡。企业调查主要为核算服务,还为其他 用户提供数据,用户希望调查分类越细越好,统 计部门无论从人力、物力和时间上都不允许,就 需要权衡取舍。 Take into account user’s requirements and resources (such as human, financial, time, etc.) Except servicing for national accounting mainly, enterprise survey should also provide data for other users. Users will like to obtain more detailed categorical data, but the statistical agency can not agree to produce them all because of the limited 6 resources
8
问卷设计考虑的因素
Factors to consider
调查内容尽可能满足核算需求
企业财务指标是核算提出的要求; 对集团总部的调查提供子公司相关数据 。 The design should satisfy the requirements of national economic accounting as closely as possible. Enterprise financial variables are based on the requirement of national accounting. Collect subsidiary business information if the head office is surveyed.
11
问卷设计考虑的因素
Factors to consider
加拿大统计局的经验和建议
设置建议栏 设置填报报表时间 The experiences and suggestions from StatCan Setting variables which are consistent with the recommendations. Setting the indicators which describe the time used to fill the questionnaire (paradata)
15
问卷设计中疑难问题的处理
Treatment of difficult issues in questionnaire design
个体户调查问卷号码,确定15位码,前12位 为个体户所在村/居委会的地址码,因国家规 定村/居委会的地址码为12位。后3位为这个村 / /居委会中个体户从001开始的顺序数字。 001 The questionnaire code of the self-employed businesses have 15-digit figures, the first 12 is the village administrative code, and the last 3 figures is the sequence number of the selfemployed household in each village which begins at 001.
7
问卷设计考虑的因素
Factors to consider
问卷设计过程中,我们考虑了如下因素 :
We considered the following factors in questionnaire design.
要遵循问卷设计原则
Follow the principles of questionnaire design.
14
问卷设计中疑难问题的处理
Treatment of difficult issues in questionnaire design
问卷的编码设计 企业调查问卷号码为5位,前2位为地市代码, 因为一个省最多不会超过99个地市,后3位为 从001到999本地市内问卷的顺序数,考虑到 一个地市的样本企业不会超过999个。
问卷设计面临的挑战
Challenges for Questionnaire design 中国,由财政部制定,自2007年1月1日起在 上市公司范围内施行《新企业会计准则》, 其他企业执行的是原会计制度,增加了设计 的难度。 In china, the ministry of finance order listed companies to use the “ accounting for new business” since Jan 1th 2007 while other companies still use the old version, which increases the difficulty of questionnaire design.
简介 Introduction
在中国的企业调查中,过去通常使用的 是全面报表的形式,我们最近的试点调 查首次非常规范地进行了问卷的设计和 测试。 In NBS business surveys, the tradition has been to use forms that are closer to report tables than actual questionnaires and that the current pilot survey is a first in questionnaire design and testing .
13
问卷设计考虑的因素
Factors to consider
个体问卷的设计主要是针对没有核算 基础,个体业主文化水平参差不齐的 个体经营户。选择派调查员访问的方 式,调查的内容要简单一些。 Self-employed questionnaires are usually filled
by the owners who do not have accounting books and their culture level is much different. So we ask interviewers to survey, and selfemployed questionnaire information is not as comprehensive as for enterprises.
9
问卷设计考虑的因素
Factors to consider
调查内容要考虑其他用户的需求
设置从业人员指标; 货币资金等指标(NBS外部咨询专家的要求 和建议) The design should satisfy other user’s requirements. Setting the variables which describe the employees. Setting the variables which describe the cash. etc. (based on the requirements and suggestions of external consultants) 10
4
问卷设计面临的挑战
Challenges for Questionnaire design
将问卷设计原则与中国的实际情况相结合。 中国的个体户没有核算基础,如何设计问 卷才能获得高质量的数据? Combine the principles of questionnaire design and the actual situation of china. In china, self-employed businesses usually do not keep accounting books with themselves, so how to design the questionnaire in order to obtain high-quality data? 5
3
简介 Introduction
为改进中国的经济统计工作,中国、加拿大两 国政府签署了中加统计信息管理项目二期。首 先从服务业开始,最终扩大到所有行业。作为 第一步试点调查,进行了问卷的改进和测试。 To assist the National Bureau of Statistics of China (NBS) improve its economic statistics program, An agreement named STATISTICAL INFORMATION MANAGEMENT PROJECT (SIMP II), was signed by Canada and China. Business surveys are being expanded, starting with the services industry. As a first step, a pilot survey has been designed and conducted and for this survey a questionnaire was developed and tested.
12
问卷设计考虑的因素
Factors to consider
企业问卷的设计主要是针对有会计核算 基础的企业,采用企业统计或会计人员 填表的方式,调查的内容要详细一些。
Enterprise questionnaires are usually for those companies which have account book, and the questionnaires will be filled by statisticians or accountants from within se questionnaire information is more detailed.
Questionnaire design
问卷设计所考虑的因素 Factors to consider 问卷设计中疑难问题的处理 Treatment of
difficult issues in questionnaire design
问卷测试 Testing of Questionnaire 问卷的修订 Improvement of Questionnaire 结论 Conclusion 问卷效果 Evaluation of Questionnaire 2
问卷设计与测试的实践
Experiment with Questionnaire Design and Testing at NBS
Service Survey Center of NBS Tian Xiuhua October, 2008
1
Outline
简介 Introduction 问卷设计面临的挑战 Challenges for
问卷设计考虑的因素
Factors to consider
考虑数据分析(推算)需求
设置企业变化情况 Consider the data analysis (estimation) requirements. Setting the variables which describe the changes in enterprises
问卷设计面临的挑战
Challenges for Questionnaire design 用户需求与资源(人力、物力和时间等)之间关 系的权衡。企业调查主要为核算服务,还为其他 用户提供数据,用户希望调查分类越细越好,统 计部门无论从人力、物力和时间上都不允许,就 需要权衡取舍。 Take into account user’s requirements and resources (such as human, financial, time, etc.) Except servicing for national accounting mainly, enterprise survey should also provide data for other users. Users will like to obtain more detailed categorical data, but the statistical agency can not agree to produce them all because of the limited 6 resources
8
问卷设计考虑的因素
Factors to consider
调查内容尽可能满足核算需求
企业财务指标是核算提出的要求; 对集团总部的调查提供子公司相关数据 。 The design should satisfy the requirements of national economic accounting as closely as possible. Enterprise financial variables are based on the requirement of national accounting. Collect subsidiary business information if the head office is surveyed.
11
问卷设计考虑的因素
Factors to consider
加拿大统计局的经验和建议
设置建议栏 设置填报报表时间 The experiences and suggestions from StatCan Setting variables which are consistent with the recommendations. Setting the indicators which describe the time used to fill the questionnaire (paradata)
15
问卷设计中疑难问题的处理
Treatment of difficult issues in questionnaire design
个体户调查问卷号码,确定15位码,前12位 为个体户所在村/居委会的地址码,因国家规 定村/居委会的地址码为12位。后3位为这个村 / /居委会中个体户从001开始的顺序数字。 001 The questionnaire code of the self-employed businesses have 15-digit figures, the first 12 is the village administrative code, and the last 3 figures is the sequence number of the selfemployed household in each village which begins at 001.
7
问卷设计考虑的因素
Factors to consider
问卷设计过程中,我们考虑了如下因素 :
We considered the following factors in questionnaire design.
要遵循问卷设计原则
Follow the principles of questionnaire design.
14
问卷设计中疑难问题的处理
Treatment of difficult issues in questionnaire design
问卷的编码设计 企业调查问卷号码为5位,前2位为地市代码, 因为一个省最多不会超过99个地市,后3位为 从001到999本地市内问卷的顺序数,考虑到 一个地市的样本企业不会超过999个。
问卷设计面临的挑战
Challenges for Questionnaire design 中国,由财政部制定,自2007年1月1日起在 上市公司范围内施行《新企业会计准则》, 其他企业执行的是原会计制度,增加了设计 的难度。 In china, the ministry of finance order listed companies to use the “ accounting for new business” since Jan 1th 2007 while other companies still use the old version, which increases the difficulty of questionnaire design.
简介 Introduction
在中国的企业调查中,过去通常使用的 是全面报表的形式,我们最近的试点调 查首次非常规范地进行了问卷的设计和 测试。 In NBS business surveys, the tradition has been to use forms that are closer to report tables than actual questionnaires and that the current pilot survey is a first in questionnaire design and testing .
13
问卷设计考虑的因素
Factors to consider
个体问卷的设计主要是针对没有核算 基础,个体业主文化水平参差不齐的 个体经营户。选择派调查员访问的方 式,调查的内容要简单一些。 Self-employed questionnaires are usually filled
by the owners who do not have accounting books and their culture level is much different. So we ask interviewers to survey, and selfemployed questionnaire information is not as comprehensive as for enterprises.
9
问卷设计考虑的因素
Factors to consider
调查内容要考虑其他用户的需求
设置从业人员指标; 货币资金等指标(NBS外部咨询专家的要求 和建议) The design should satisfy other user’s requirements. Setting the variables which describe the employees. Setting the variables which describe the cash. etc. (based on the requirements and suggestions of external consultants) 10
4
问卷设计面临的挑战
Challenges for Questionnaire design
将问卷设计原则与中国的实际情况相结合。 中国的个体户没有核算基础,如何设计问 卷才能获得高质量的数据? Combine the principles of questionnaire design and the actual situation of china. In china, self-employed businesses usually do not keep accounting books with themselves, so how to design the questionnaire in order to obtain high-quality data? 5
3
简介 Introduction
为改进中国的经济统计工作,中国、加拿大两 国政府签署了中加统计信息管理项目二期。首 先从服务业开始,最终扩大到所有行业。作为 第一步试点调查,进行了问卷的改进和测试。 To assist the National Bureau of Statistics of China (NBS) improve its economic statistics program, An agreement named STATISTICAL INFORMATION MANAGEMENT PROJECT (SIMP II), was signed by Canada and China. Business surveys are being expanded, starting with the services industry. As a first step, a pilot survey has been designed and conducted and for this survey a questionnaire was developed and tested.
12
问卷设计考虑的因素
Factors to consider
企业问卷的设计主要是针对有会计核算 基础的企业,采用企业统计或会计人员 填表的方式,调查的内容要详细一些。
Enterprise questionnaires are usually for those companies which have account book, and the questionnaires will be filled by statisticians or accountants from within se questionnaire information is more detailed.
Questionnaire design
问卷设计所考虑的因素 Factors to consider 问卷设计中疑难问题的处理 Treatment of
difficult issues in questionnaire design
问卷测试 Testing of Questionnaire 问卷的修订 Improvement of Questionnaire 结论 Conclusion 问卷效果 Evaluation of Questionnaire 2
问卷设计与测试的实践
Experiment with Questionnaire Design and Testing at NBS
Service Survey Center of NBS Tian Xiuhua October, 2008
1
Outline
简介 Introduction 问卷设计面临的挑战 Challenges for
问卷设计考虑的因素
Factors to consider
考虑数据分析(推算)需求
设置企业变化情况 Consider the data analysis (estimation) requirements. Setting the variables which describe the changes in enterprises