Matrix Surveys

 

Handbook and Other Materials l Asking the Right Questions (ARQ) l Training, Consulting, & External EvaluationFAQ

  Definition l Matrix Surveys & Student Course Evaluation Examples of Matrix SurveysHistoryAsk Us to Develop Your First Matrix Survey l Flashlight Online 2.0 l Creating a Matrix Survey with Flashlight Online 2.0

What is a Matrix Survey? Why are Matrix Surveys so Valuable?

Matrix Survey: different pools of respondents can receive questions chosen and worded specifically for them.

For example, imagine gathering student feedback about staff teaching their courses. Some courses have one instructor. But in other courses, there may be a series of lecturers, a section leader, a lab assistant, and a student assistant.  A matrix survey can automatically tailor the feedback form so that it asks students in each course about the right number of instructional staff, asks questions appropriate to the role of each one, and identifies each staff member by name. In this way, matrix surveys enable authors to ask respondents fewer, more precise, less ambiguous questions.  Click here to see more examples of how matrix surveys can transform your research or evaluation.

Reduce survey fatigue and increase response rates: Two or more authors, or offices,  can meld their inquiries into a single, shared matrix survey.  By doing so, they can:

  • increase response rates, by pooling their efforts to publicize their inquiries and reward response

  • save money in implementation

  • decrease survey fatigue (fewer surveys, fewer total questions), and

  • save time.

For example, the Writing Program may have questions only for writing-intensive courses, the Information Technology services may only want to question students who used the discussion board in the course management system, and the Library might want to question students with JSTOR accounts. Those three units could collaborate on a matrix survey: some students would see only questions from the Writing Program, some might see the Writing Program questions, and the discussion board questions, and the JSTOR questions. And so on. The authors could share the data from some questions (e.g., demographic information).

Example: Using Matrix Surveys for Evaluating Courses or Workshops

Matrix surveys can be used in different formats for gathering feedback from participants in courses or workshops:

  • Ask the same questions of participants in each course/workshop. Analyze the data course by course, in subgroups, or in one pool.

  • Ask questions of participants of workshops that occur all at once, or workshops that happen one, or a few, at a time. analyze the data as it comes in to see trends.

  • Alter the wording for each course or workshop, in modest ways (e.g., insert the name of the workshop, its date, and the name of the leader in text and questions, but otherwise keep questions the same)

  • Create one or more groups of special purpose questions that are each posed for only certain courses.

  • Involve more than one stakeholder in gathering feedback (e.g., invite instructors to select teaching/learning activities from a menu, so that participants are asked questions specifically about those activities; invite the writing program to ask questions only of students in writing intensive courses; enable the Technology Department to ask questions about course management system only in classes that used it)

We call it a matrix survey because we visualize each group of people who get the same items as a row in a matrix, while each author is represented by a column. The students in each row get the questions marked with an "X".

Question Groups

 

Respondent Pools

Prof. Smith's questions
for the 10 am Calculus
class
Group of questions for all
lecture courses, from the Assessment Program
Questions for
writing intensive courses from the Writing Program
Questions for courses meeting in computer classrooms, from the IT department (More questions from other units)
Prof. Smith's 10 am Wednesday Calculus section X X   X  
Prof. Smith's 2 pm Thursday Calculus section   X   X  
Prof. Black's  chemistry laboratory     X    
Prof. Green's dance studio          
(more)       X  

 If you're a Flashlight Online author, here is a more detailed explanation of how to create a matrix survey.

 

Other Applications of Matrix Surveys

Matrix surveys can be used to study any phenomenon, product, or idea that is predictably used differently, or is seen differently, by different groups of people.  This page displays a variety of matrix surveys: for formative evaluation of ePortfolio use, information literacy development, student response systems, classroom technologies, ....

 

Matrix surveys can also be used by faculty and by students for survey research in their disciplines, on topics ranging from market research to health care. Matrix surveys provide a new flexible, focused tool that should open new research frontiers in several disciplines. 

 

And because matrix surveys offer the option of collaboration among multiple authors, still more options open. For example, let's imagine a study of healthcare statewide, with response forms tailored to the location of the respondent.  Some of the questions could come from the health care programs themselves as well as from relevant government programs and public interest groups, giving them all more of a stake in the study and its data.

 

History

The concept of matrix surveys emerged from "Better Teaching through Assessment (BeTA)," a FIPSE grant to the TLT Group to rethink student course evaluation; Flashlight Online 2.0 was developed in part with support from this grant.  The concept and name, "matrix survey," was primarily the work of Nils Peterson, Washington State University, and Steve Ehrmann of The TLT Group.

 

 

Conditional Questions - A Complement to Matrix Surveys

 Flashlight Online 2.0 will also offer conditional questions - questions which a respondent sees only if earlier questions in the survey were answered in a certain way. "Branching" and "skip patterns" are types of conditional questions.  For example, if an earlier question asks, "Have you ever used X" and the person responds "yes", and if the person has also responded that he or she is over 21, then (and only then) would the respondent see questions about X.

 

In general, authors should use a conditional question for issues where the respondent is the best judge of the relevance of the conditional question.  In contrast, matrix surveys are appropriate when it's more appropriate for someone else to make that judgment (e.g., in a primary election where only registered Republicans are allowed to vote for Republican candidates), a matrix design is more appropriate than asking in the survey, "Are you a registered Republican?"  Matrix surveys are especially valuable when an inappropriate respondent is unlikely to understand the diagnostic question (e.g., "do you use ePortfolios to support reflection?")

 

Shall We Develop a Matrix Survey Together?

 

 

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