Do we need new surveys, or can we use what we already collect?

Direct Answer

Whether you need new surveys or can use what you already collect depends on whether your existing data can answer the questions your program needs answered. Review what exists first. Colleges, universities, and school districts typically hold a great deal of information already, including enrollment, course completion, persistence, and credential records, program participation and attendance records, applications, and surveys that other offices already conduct. Existing records are often well suited to questions about who participated and what happened to them afterward, such as whether they completed a course or continued into the next term. A new survey, interview, or focus group is usually worth it only for the questions existing data can't answer. Most often, those are questions about what students or participants experienced and why. Every additional survey creates work for students or participants, staff, and evaluators. That's why deciding what to collect, and what not to, is a central part of designing an evaluation, and it's work an evaluator does with your project team.

Lauren McClain, Ph.D.

Lauren McClain, Ph.D.

Co-founder and workforce development consultant, Grantibly

Best Move

List your program's questions, then identify which offices at your institution may already hold information that answers each one.

Why It Works

A new survey is easier to justify, and better designed, when it's focused on the specific questions existing records can't answer.

Next Step

Ask your institutional research office or registrar what information exists for the students or participants your program serves, and what it takes to request it.

What you need to know

Once we know what a project needs to learn, we can determine what evidence would answer that question and the best way to collect it.

Lauren McClain, Ph.D., Grantibly

What information does our institution already collect that might answer our questions?

The information your institution already collects that might answer your program's questions usually sits in several offices. Depending on the institution, the registrar or institutional research office may hold enrollment, course completion, grades, persistence, and graduation or credential records. Advising, tutoring, and support services keep their own records, and your staff keep program applications, attendance, and participation logs. Another office may already conduct a campus-wide or district-wide survey.

Records like these can often answer questions about who participated, how much of the program they received, and what happened to them afterward, such as whether they completed a course, continued into the next term, or earned a credential. They're much less likely to tell you what participants experienced, what helped or got in the way, or why a pattern is occurring.

Whether your institutional research office can also conduct the evaluation is a different question. Can our internal institutional researcher do the evaluation to save money? covers the tradeoffs.

When is a new survey worth it?

A new survey is worth it when your program needs to answer a question that no existing source addresses, and when a survey is the best way to answer it. That usually means questions about experiences, perceptions, or reasons, such as how participants experienced a mentoring component or what made it difficult for them to attend. It can also mean the existing information covers the wrong people or the wrong period, for example when a campus-wide survey doesn't identify which respondents participated in your program.

A survey isn't the only option. Interviews or focus groups can explore reasons and context in more depth, and observations or a review of documents may suit other questions. The evaluation question should determine the method. If a question can be answered well from records the institution already holds, a new survey may simply add work for the people you ask.

What makes institutional data harder to use than it looks?

Institutional data can be harder to use than it looks for several practical reasons. Access usually requires permission, and using student or participant records for an evaluation may require a data use agreement and, in some cases, review by your institution's IRB. Offices may define the same term differently, so "retention" or "completion" in one report may not match another. Records may become available only after a term ends, which can be later than your reporting deadline. And when a program serves a small number of students or participants, results for small groups can shift a great deal from year to year. They may also need careful reporting to protect privacy.

None of these is a reason to avoid institutional data. They're reasons to plan for it early, ideally while the evaluation is being designed. Does my program evaluation need IRB approval? covers the IRB question in more detail.

How do we avoid surveying the same students or participants too often?

To avoid surveying the same students or participants too often, coordinate with the other offices that survey them, ask only the questions your program will actually use, and schedule data collection around the academic calendar instead of during its busiest weeks, such as final exams. Sometimes your program's questions can be added to a survey another office already conducts, which reduces the number of requests students receive. A focused set of questions respects people's time and helps avoid the survey fatigue that comes from asking too much.

The Grantibly perspective

Lauren's perspective

It's easy for evaluation plans to grow: another survey, another measure, another group to ask, data collected every semester. We don't collect data simply because it might be interesting, and we don't believe more measures automatically mean a more rigorous evaluation. We also don't assume every program needs the most sophisticated possible methodology.

Sometimes the evidence a project needs comes from a survey. Sometimes it's an interview, a focus group, administrative data, participation records, observations, institutional data, or a combination of methods. An evaluator can also help you determine whether you're collecting the appropriate data for your questions and offer suggestions for improvement once they've familiarized themselves with your data.

More questions about this topic

Can we add our questions to a survey our institution already runs?

You can sometimes add your program's questions to a survey your institution already runs, and it's worth asking the office that conducts it. The tradeoffs are that you may have limited control over the wording, the timing, and who receives the survey, and you'll need a way to identify which respondents participated in your program.

Will our funder accept existing institutional data instead of a new survey?

Whether your funder will accept existing institutional data instead of a new survey depends on the funder, so check your solicitation and award terms and ask your program officer when they're unclear. Often a funder doesn't require a particular type of data but wants an answer to a question. What data do I actually need to collect for my grant evaluation? covers what a funded grant requires.

Who should decide what data to collect?

Deciding what data to collect is a shared decision between your project team and your evaluator, and designing it is part of the evaluator's expertise. Your team knows the program, the students or participants, and what the institution already holds; the evaluator determines what evidence would answer each question credibly and how to gather it.

Related pages

Lauren McClain, Ph.D.

Lauren McClain, Ph.D.

Lauren McClain, Ph.D. is a co-founder of Grantibly and a workforce development consultant who develops the workforce through evaluation, training, facilitation, and strategic planning. A sociologist and former faculty member at Savannah State University and Western Kentucky University, she taught more than 50 social research methods courses, mentored more than 21 thesis and dissertation committees, and served on three Institutional Review Boards. Her work helps organizations use evidence to understand what is happening, decide what to do next, and do MORE good.

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