Open-Ended Surveys & Questionnaires in Qualitative Research
How to use open ended surveys in qualitative research
For more best practices see our method overview
Definition and Introduction
Open-ended surveys are a valuable qualitative data collection method that enable participants to express their views, experiences, and reflections in their own words. Unlike close-ended surveys that constrain responses to predefined choices, open-ended formats invite unrestricted narratives, offering researchers rich, contextually embedded insights into participants' realities. The common way to conduct an open-ended survey is with a questionnaire.
As Reja et al. (2003)explain, “Two quite different reasons for using open-ended as opposed to close-ended questions can be distinguished. One is to discover the responses that individuals give spontaneously; the other is to avoid the bias that may result from suggesting responses to individuals”. This participant-centered approach aligns well with an interpretivist paradigm, which seeks to explore subjective meaning and lived experience.
Best practices for open ended surveys
To make the most of open-ended surveys, careful planning and design are essential. Below are key strategies and components to guide your use of this method:
Designing effective open-ended questions also involves anticipating how participants will interpret and respond to them. Reja et al. (2003)note one of the drawbacks: “Open-ended questions also have disadvantages in comparison to close-ended questions, such as the need for extensive coding and larger item non-response”. To minimize item non-response, keep your prompts concise and clear, and consider limiting the total number of questions.
When you're happy with the design of your questionnaire, you should test it with a small subset of your population. Conducting a pilot study before the main distribution is a critical step. Piloting helps you assess whether the questions are understandable, how long the survey takes to complete, and whether the data you're receiving are rich and relevant. Participant feedback from a small test sample can lead to essential refinements in question phrasing and survey structure.
Question Design
Your questions should be open-ended, clearly worded, and free from assumptions or jargon. Avoid compound questions and prompts that lead respondents toward particular answers. For example, instead of asking, “How was your experience with online learning and how did it affect your grades?” you might ask, “Please describe your experience with online learning during the semester.”Designing effective open-ended questions also involves anticipating how participants will interpret and respond to them. Reja et al. (2003)note one of the drawbacks: “Open-ended questions also have disadvantages in comparison to close-ended questions, such as the need for extensive coding and larger item non-response”. To minimize item non-response, keep your prompts concise and clear, and consider limiting the total number of questions.
Platform Selection
Online tools such as Google Forms, Qualtrics, and SurveyMonkey support open-ended response formats and are commonly used in qualitative research. These platforms allow for flexible distribution and easy data collection. When selecting a platform, ensure it supports long-text responses, maintains data privacy, and meets your institution's ethical and legal data protection standards.Peer debriefing and pilot testing
Before you enter the field for any data collection we recommend you do a peer debriefing session to validate the fit of your questionnaire to your research question. This recommendation is not exclusive to surveys, but should be considered for most kinds of qualitative research.When you're happy with the design of your questionnaire, you should test it with a small subset of your population. Conducting a pilot study before the main distribution is a critical step. Piloting helps you assess whether the questions are understandable, how long the survey takes to complete, and whether the data you're receiving are rich and relevant. Participant feedback from a small test sample can lead to essential refinements in question phrasing and survey structure.
Sampling and Distribution
One of the key strengths of open-ended surveys is their ability to reach a broad audience through digital means. You can share your survey through email, academic forums, institutional networks, social media, or learning management systems. While not always statistically representative, purposive and snowball sampling can help you access participants with relevant experience and perspectives.Data Preparation and Coding
The responses you receive in open-ended questionnaires are often unstructured and vary in length and depth. Analyzing this data requires careful organization and coding. This is where qualitative analysis tools like QDAcity can be highly beneficial. With QDAcity, you can import open-ended text responses and apply both inductive and deductive coding strategies, facilitating the identification of key themes, categories, and relationships across your data set. This helps manage large volumes of text and improves transparency through features such as codebooks, inter-coder reliability tools, and audit trails.Benefits and Limitations
Benefits
Despite these advantages, open-ended surveys do have limitations. One major drawback is the lack of opportunity for clarification. In contrast to interviews, researchers cannot follow up on unclear or ambiguous responses. This can lead to data that are difficult to interpret.Additionally, the variation in response quality is a known challenge. Some participants may provide rich, detailed answers, while others may offer only a few words. The inconsistency in depth and relevance of responses means that qualitative analysis requires time and interpretive skill.
Finally, the volume of data generated can be difficult to manage without appropriate tools. Reja et al. (2003)caution that open-ended responses “require extensive coding and interpretation,” which can increase the time and effort required for analysis. Using dedicated software like QDAcity can mitigate this issue, but researchers must still approach the task with analytical rigor.
Limitations
Despite these advantages, open-ended surveys do have limitations. One major drawback is the lack of opportunity for clarification. In contrast to interviews, researchers cannot follow up on unclear or ambiguous responses. This can lead to data that are difficult to interpret.Additionally, the variation in response quality is a known challenge. Some participants may provide rich, detailed answers, while others may offer only a few words. The inconsistency in depth and relevance of responses means that qualitative analysis requires time and interpretive skill.
Finally, the volume of data generated can be difficult to manage without appropriate tools. Reja et al. (2003)caution that open-ended responses “require extensive coding and interpretation,” which can increase the time and effort required for analysis. Using dedicated software like QDAcity can mitigate this issue, but researchers must still approach the task with analytical rigor.
Conclusion on qualitative surveys
Open-ended surveys are flexible, scalable, and participant-centered tools that allow you to collect nuanced qualitative data. When carefully designed and effectively analyzed, they can provide deep insight into participants’ lived experiences, perceptions, and reflections, particularly when direct interaction is impractical or impossible.
For the analysis of the gathered data you should consider tools such as QDAcity, which supports the coding, organization, and interpretation of large text-based data sets. While it requires effort in planning and analysis, the potential for capturing unfiltered participant voices makes this approach a valuable part of any qualitative research strategy.
If your research involves remote participants, large samples, or topics where participant reflection is essential, open-ended surveys offer an effective and trustworthy method for data collection.
For the analysis of the gathered data you should consider tools such as QDAcity, which supports the coding, organization, and interpretation of large text-based data sets. While it requires effort in planning and analysis, the potential for capturing unfiltered participant voices makes this approach a valuable part of any qualitative research strategy.
If your research involves remote participants, large samples, or topics where participant reflection is essential, open-ended surveys offer an effective and trustworthy method for data collection.
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