1.3.1.Planning the survey
a) Create a team
Choose your collaborator(s) based on the features of the stakeholder to help you understand their needs.
The collaborators could be:
- Metrological partners with experience in sector (the number depends on the critical quantities measured in the company),
- Quality experts with knowledge of metrology,
- Related area partners (customers’ services or other relationships within the stakeholder).
Try to form the group with one particular person that has a general vision of the enterprise or quality and another specialist metrologist as critical quantities measured during the manufacturing of the product or development of the service.
b) Select representative sample of users
Select representative sample of users. Use the following criteria for the selection:
Representativeness: The users selected must represent and reflect the different features of the users of the cluster.
Relationship with the NMI: Select users which have had a previous relationship with the NMI. It will be easier for them to give you information if the company has previously worked with the NMI.
Relevance: Select users according to their relevance for the economic and social development of the country (consult official databases, economic statistics and company directories).
c) Formalize an appointment to conduct the survey
It’s advisable to conduct the survey during a visit to the stakeholder (company/organization, for instance).
Choose official ways for asking for an interview appointment. (e.g.letter signed by the NMI Director).
The letter should contain:
- A description about the demand identification project.
- The importance of having the information of that stakeholder.
- Confidential treatment of the information gathered during the interview.
An example of the letter is presented in Annex 1.2/F1, in this guide.
d) Preparing a survey format or questionnaire
Based on the information gathered during the planning, prepare a survey format or
questionnaire in order to have a guide to conduct the interview.
For each question, have a hypothesis about the possible answer. It’s not necessary to write your hypothesis, just have an idea in order for you to present interesting arguments.
The survey form must have the following characteristics:
- Short: People have no time to answer more than 10 questions.
- Focused: Select exclusively the key survey aspects related to the purpose of the survey.
- Friendly: Use simple vocabulary and friendly answer options.
- Give information on priorities: Develop some questions in such a way that the interviewees can declare their priorities.
Templates for Consultancy, Training and Calibration demand surveys are presented in Annex 1.2/F2, in this guide.