Template for Need Assessment Questionnaire

This is a questionnaire template for needs assessment. Since it is for the “Human Computer Interaction” course, this template is more suitable for the needs assessment of a new software or website. When a new system is being developed, the potential users’ needs must be carefully analyzed to assure that their requirements are met and their preferred functions are considered as priorities. In this document, a generic needs assessment questionnaire and a specific sample for a traveling website are provided. You may find it useful to modify them to meet your particular needs by adding questions and scaling to the instruments or other types of survey instruments.

Structure Guideline of Need Assessment Questionnaire

Firstly, some popular types of questions that can be included in a questionnaire are listed in the following to help you design your own questions. Here, it is merely a brief summary. You can find more information in the reference listed at the end of this article.

Usually, a needs assessment questionnaire include five parts:

Part I: Introduce the objective of the survey you are conducting

In the first part of your questionnaire, you should give a brief introduction on why you perform this need assessment, and what it is for. In addition, you should mention what kinds of information you want to know from participants, and what they will be asked to do when completing this questionnaire or the time that would be probably consumed. If necessary, you should point out that all the information they give will not be used in other ways and kept as confidential. In some case, this is very important for obtaining honest answers. In the end, it would be better to express your appreciation of the participants for their time and effort to complete this questionnaire.

Part II: General Information

In this part, you can ask some demographic information and the extent to which the participant is familiar with the context which can be used to estimate whether this participant would be the potential customer of your new product (or project) and whether the answers are valuable. For example, for a website development project, you would pay some attention to users’ online experience.

Part III: Assessment of the current status

Before design a new product (or project), you should know about the merits and problems of the current products (or projects). These problems would be the aspects you will improve in your new product (or project) and the merits could be the aspects you should keep. For example, you can ask users to briefly describe how they perform the task currently, what the advantages and disadvantages of the current methods are.

Part IV: Expectations from users you are surveying

This part explores the new functions that users are expecting, but do not yet exist. For example, suppose you are developing a new online travel website, what kinds of services or information users expect from this website and whether these services are attractive to them. This part will provide concrete guidelines to the detailed design of the functions.

Part V: Any comments about this assessment (optional)

Finally, you would provide some place for users to give their comments on this needs assessment. It can provide supplementary material on any aspects that you maybe not have considered in your needs assessment questionnaire.

A generic questionnaire for a needs assessment begins on the next page.

Reference:

[1] http://www.tardis.ed.ac.uk/~kate/qmcweb/qcont.htm
[2] http://student.bmj.com/back_issues/0601/education/187.html
[3] http://www.analytictech.com/mb313/principl.htm
[4] http://www.ceismc.gatech.edu/MM_Tools/analysis.html

 

Generic Needs Assessment Questionnaire

As you probably know, we are developing ……………. We request your completion of this questionnaire to help us learn more about your……………. needs and preferences. The information you and others provide will assist us ………….... Your answers will be handled in the strictest confidence.

Your answers will be tabulated with those of others to determine information needs, usage patterns, content requirements, format preferences, and overall quality. Thank you for your time and assistance.

Demographics, Background and Experience Information

User name: _______________________
Gender: ____ female ____ male
Age Group: ___ under 18 ___ 18-25 ___ 26-35 ___ 36-55 ___56-65 ___ over 65
Profession: ___ student ___ teacher ___ manager ___ worker ___ stay-home ___ retired
education: ___ high school ___ colleage ___ graduate school
(You can add or remove items based on your requirements)
1.Have you performed this task before? (replace “this task” to your specific task. For questions listed below, it is the same.)
2.How often do you perform this task on average (per year/per month/per week)?

3.Usually, do you perform this task by yourself or ask someone to do it for you, such as your secretary?

3.1.If you prefer someone to help you, whom do you usually ask?

4.Where do you often accomplish this task? (e.g. office/home, online/offline)
5.Could you briefly describe how you perform this task?
(Sometimes, this question could be separate into several sub-questions leading participants to describe the whole process. The design of questions depends on your specific application.)
6.Have you met any problems when you perform this task? What were they?

7.Have you used similar XX systems/products before? If so, please fulfill the following sub-questions.

7.1. How often? Could you list some of them?

7.2. Which function(s) have you used? Were you satisfied with these function(s)? why?

7.3. Considering the features that you prefer in these systems/products. What makes them appealing to you?

7.4. Considering the features that you do not prefer in these systems/products. What makes them not valuable for you?

8. What have you done when things went wrong?

Product Interest and Feature Discovery

9. If there is a system/product which can help you complete this task, which functions do you expect it would have?
10. How long do you think is acceptable to accomplish this task with the assistance of this system/product?
11. What kinds of features do you think would attract you to use this system/product?
12. What do you think would make you give up this system/product?
13. What kinds of information you would like to supply when you use such system/product?
14. What other feedback would you like to give us on this needs assessment questionnaire?

 

 

 

Needs Assessment Questionnaire – Sample 1

As you probably know, we are developing a traveling agent to assist people to arrange their trips. We request your completion of this questionnaire to help us learn more about your needs and preferences on planning a trip online. The information you and others provide will assist us to provide better services.

Your answers will be handled in the strictest confidence. Your answers will be tabulated with those of others to determine information needs, usage patterns, content requirements, format preferences, and overall quality. Thank you for your time and assistance.

Demographics, Background and Experience Information

User name: _______________________
Gender: ____ female ____ male
Age Group: ___ under 18 ___ 18-25 ___ 26-35 ___ 36-55 ___56-65 ___ over 65
Profession: ___ student ___ teacher ___ manager ___ worker ___ stay-home ___ retired
education: ___ high school ___ colleage ___ graduate school
1. Have you made travel arrangements before, like booking flights, hotels?
2. How often do you perform this task on average (per year)?
3. Usually, do you make the travel arrangements by yourself or ask someone to do it for you? And whom do you usually ask to help you?
4. Do you prefer going to the travel agency or completing it online, when do you make a travel arrangement?
5. Could you briefly describe how do you make a travel arrangement? The different steps in this process?
6. Have you met any problems when you make a travel arrangement? What were they?

7. Have you used any online travel-assistant systems before?

If so,

7.1. How often?

7.2. Could you list at least 3 of them?

7.3. If so, which function(s) have you used in these travel-assistant systems? Were you satisfied with these function(s)? why?

7.4. List the features that you prefer in these travel-assistant systems. What makes them appealing to you?

7.5. Consider the features that you do not prefer in these travel-assistant systems. What makes them not valuable for you?

8. What did you do when things go wrong, e.g. you want to cancel your airline ticket or reschedule it?

Product Interest and Feature Discovery

9. If there is a system which can help you make a travel plan, which information do you expect it would provide?

10. If there is a system which can help you to make a travel plan, which functions do you expect it would have?
11. How long do you think is acceptable to accomplish booking tickets and hotels with the assistance of the travel-assistant website?
12. What do you think would attract you to use the travel-assistant website?
13. What do you think would make you give up the travel-assistant website?
14. What kinds of information you would like to supply when you use this system to arrange your trip?
15. What other feedback would you like to give us on this needs assessment questionnaire?

 

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