DESIGNING & CONDUCTING BUSINESS SURVEYS
A short course sponsored by the Joint Program in Survey Methodology 
 

JUNE 6-7, 2017
Presented at the Bureau of Labor Statistics Conference Center

DIANE K. WILLIMACK 
U.S. Census Bureau

GER SNIJKERS 
Statistics Netherlands

COURSE OBJECTIVES

Business surveys differ in important ways from social surveys that collect data from households and/or individuals.  As a result, practical issues emerge that have implications for survey design decisions at all stages in the survey life cycle. Using a process-quality perspective, this course provides an overview of methodological issues associated with the use of surveys to collect data from businesses.  We will:

-- Identify key differences between household surveys and business surveys, emphasizing organizational behaviors and attributes that affect survey response. 

-- Demonstrate an approach to survey planning and design that utilizes understanding and consideration of this business context when developing, adapting, and implementing data collection instruments and procedures.  

-- Look at process quality measures throughout the business survey process to help effectively monitor and manage surveys. 

We will include topics related to questionnaire development and testing, survey communication and response improvement strategies, managing and monitoring data collection processes, and briefly discuss post-collection procedures such as editing, analysis and dissemination.  Exercises will be used to illustrate practical application of the material.

The course will not provide in-depth coverage of sampling methods and statistical techniques applied in business surveys.

This course draws upon the text, Designing and Conducting Business Surveys (Wiley, 2013), by Ger Snijkers, Gustav Haraldsen, Jacqui Jones, and Diane K. Willimack.  Participants completing this course will gain an understanding of the stages in the survey process as adapted for and utilized in business surveys.

THE INSTRUCTORS

DIANE K. WILLIMACK
is Methodology Director for Measurement and Response Improvement in the Economic Programs Directorate at the U.S. Census Bureau.  Her area is responsible for aiding economic survey programs with development and testing of data collection instruments and contact strategies, along with empirical evaluation of measurement error and nonresponse bias.  Prior to joining the Census Bureau in 1998, Diane was a survey methodologist at the National Agricultural Statistics Service in the U.S. Department of Agriculture.  Diane holds Masters degrees in applied social research from the University of Michigan and economics from Iowa State University, and she is a Fellow of the American Statistical Association.  Her main research interests are in the behavioral and organizational aspects of the business survey response process and implications for survey design.

GER SNIJKERS is a senior methodologist at Statistics Netherlands. In 1987 he graduated cum laude in the Political Sciences at the University of Amsterdam, with a specialization in social science methodology. Since 1987 he has been employed by Statistics Netherlands in various research and project management positions with a focus on data collection methodology, both for social and business surveys. Ger was one of the founders of the questionnaire pre-testing unit at Statistics Netherlands in 1992. From 2006-2011, he held the position of professor in Business Survey Methodology at Utrecht University on behalf of Statistics Netherlands. Currently Ger is a member of the National Academy of Science’s Panel on Reengineering the U.S. Census Bureau’s Annual Economic Surveys.  His main interest is in business survey questionnaire and communication design. 

COURSE MATERIALS AND MEALS
Registrants will be provided with a copy of the book, Designing and Conducting Business Surveys (Wiley, 2013) and a course lecture notebook.  JPSM group continental breakfasts, lunches and refreshments are also included in the course fee.

DAILY CHECK-IN
Registrants must check-in with the JPSM onsite each day of the course.

TENTATIVE SCHEDULE

TUESDAY: JUNE 6, 2017
8:00-9:00: Registrant check-in and continental breakfast.

9:00-10:30:

Background: Course introduction. Business surveys versus household/person surveys. The business context and response process.
10:30-10:45: Coffee break.
10:45-12:00: Quality frameworks applied in business surveys. Response burden considerations.
12:00-1:00: Lunch.
1:00-2:30: Basic quality considerations applied to statistical units, sample design and sample frames. Planning for quality - within constraints. Design, development and testing of data collection instruments.

2:30-2:45:

Coffee break.

2:45-4:30:

Design, development and testing of data collection instruments (continued)

4:30:

Adjourn.
WEDNESDAY: JUNE 7, 2017
8:00-9:00: Registrant check-in and continental breakfast.
9:00-10:15: Designing survey communication strategies.
10:15-10:30: Coffee break.
10:30-12:00: Designing survey communication strategies (continued)
12:00-1:00: Lunch.
1:00-2:30: Implementing and managing the survey. Process and quality indicators. Adaptive designs.
2:30-2:45: Coffee break.
2:45-4:30: Survey process evaluation methods. From survey data to survey statistical output. Wrap-up: Key takeaways.
4:30: Adjourn.
FEES
Fees and awards are not transferrable due to nonattendance. Fees are course specific. The course fee is $760 for JPSM sponsor affiliates, $760 for full-time university students, and $990 for other participants. Sponsor Affiliate List

REGISTRATION
Online registration is required.  The registration deadline is May 23, 2017 Confirmation of acceptance will be sent after the registration form has been processed. Registrants are responsible for keeping track of their registrations and course dates. Contact JPSM if you have any questions concerning the status of the registration. JPSM Short  Courses

PAYMENT
Payment by credit card is required.  Payment is due May 23, 2017.  Payments are course and date specific. Payment may be done online during registration. Post registration payment may be done online using the registration number or by calling 800.937.9320. Credit card payments may also be faxed to 734.764.8263.

Tax Identification Number (University of Michigan): 38-6006309  

DUNS (University of Michigan): 073133571 

CANCELLATION
Please notify JPSM as soon as possible if you need to cancel your registration. Fees and awards are not transferrable due to nonattendance. Cancellation requests should be done online. You will be fully reimbursed if you cancel by May 23, 2017. Cancellation May 24-29, 2017 will require a $100 administrative fee, the remainder will be reimbursed. Cancellation on or after May 30, 2017 is subject to the full fee amount.

BUREAU OF LABOR STATISTICS CONFERENCE AND TRAINING CENTER
The Janet Norwood Conference and Training Center (JNCTC)

Visitor Entrance: Postal Square, Building, 1st Street, NE, Washington, D.C. 20212-0001
Classroom: Conference Rooms 1-2-3, Conference Center: 202.691.6630

The course will be held at Bureau of Labor Statistics Conference and Training Center in Washington DC. Attendees are required to enter through the visitor entrance on First Street NE (between Massachusetts Avenue and G Street, NE) across from Union Station. Do not use the main entrance on 2 Massachusetts Avenue.  Please note that food is not allowed in the classroom. Only drinks with caps or lids are allowed into the classroom.

ID REQUIREMENT AND SCREENING 
All visitors must present a valid photo ID at the visitor’s entrance and pick up a visitor’s badge. Visitors and packages will be processed through the x-ray and metal detector screening equipment. Equipment brought into BLS requires property passes. Equipment passes can be picked up from the receptionist. Please arrive 10 minutes early to allow enough time to go through security. Attendees  must also check-in with JPSM onsite assistant each day of the course.

WIRELESS ACCESS
Contact your LAN department in advance to see if the URL can be added as an authorized site. The center has open unsecured public Wi-Fi access. Some browsers, such as Chrome, are not compatible. The conference rooms are equipped with repeaters which ensures the wireless signal is transmitted throughout the conference center.  Users must accept pop-ups to accept the terms of the Wi-Fi and to enter the log-in credentials.  If your computer is government issued or company issued the user may not be able to modify the security settings which allows access to the CTC_Guest network. 

OVERNIGHT ROOMS
Individuals are responsible for making their own overnight room reservations and for payment.

TRAVEL RESOURCES
Amtrak 
Best Parking  
MARC Train 
Parkingcarma
Parkopedia
Parkwhiz:

Spot Hero
SuperShuttle
Union Station Information
VRE Train

Washington DC Parking
WMATA Union Station
WMATA Washington Metropolitan Area Transit Authority

METRO RAIL
Union Station (Red Line): 701 First Street. NE, Washington, DC 20002
Entrance 1: East side of First Street., NW, (west side Union Station)
Entrance 2: Massachusetts Avenue (entrance to Amtrak Terminal)

Metro Directions: Traveling by metro is preferred. The Bureau of Labor Statistics is located across the street from Union Station. Take the Metro Red Line to Union Station. Exit the platform at the North end of the station (exit that says to Amtrak trains). There is a doorway exit to the left of the turnstiles and manager’s kiosk. Go out that door instead of taking the escalator up to Union Station and straight across the street is the visitor’s entrance to BLS.

TRAIN
Union Station: Amtrak, MARC and VRE

PARKING
Registrants are responsible for parking fees. Parking is available in a number of commercial parking lots within a 1-4 block radius. Daily parking fees range from $14-20.

DRIVING
From the East: Follow New York Avenue (west) into the city. Turn left on First Street, N.E.. The building will be on your right . The building is on the corner of Massachusetts Avenue and North Capitol Street.
From the West or North: Take Capital Beltway. Exit on New Hampshire Avenue (south). New Hampshire Avenue turns into North Capitol Street when you enter the District of Columbia. Keep driving south on North Capitol to Massachusetts Avenue. The building will be on your left at the corner of Massachusetts Avenue and North Capitol Street.
From the South: Follow I-395 north. Take Massachusetts Avenue exit. Turn right onto Massachusetts Avenue (going east). The building will be on your left at the corner of Massachusetts Avenue and North Capitol Street.

AIRPORTS

DCA- Ronald Reagan Washington National Airport  (5.4 mi) 
An elevated metro rail station is connected to the concourse level at Reagan National Airport.
Ground Transportation at DCA 

IAD – Dulles International Airport (28.7 mi)
Ground Transportation at IAD

BWI – Baltimore Washington International Thurgood Marshall Airport (31.3 mi)
Ground Transportation at BWI 

JPSM SHORT COURSE
Questions for this course should be directed to the JPSM Short Course, Institute for Social Research, University of Michigan, 426 Thompson Street, Room 4050, Ann Arbor, MI 48104-2321, Phone: 800.937.9320, Fax
: 734.764.8263, Email: jpsmshort@umich.edu. To unsubscribe to the JPSM Short Course Listserv List, please send an email to jpsm-itsupport@umd.edu with the words "Unsubscribe-Short Course list" in the subject line.


Short Courses:
www.jpsm.org/shortcourses also https://projects.isr.umich.edu/jpsm/ 
Sponsor Affiliate List: http://projects.isr.umich.edu/jpsm/info.cfm#sponsors 
JPSM Home Page: http://jointprogram.umd.edu/ 
Tax Identification Number (University of Michigan): 38-6006309
Duns Number (University of Michigan): 073133571

Primary Funding for JPSM is from the Interagency Council on Statistical Policy