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Wording of questions

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minimus - 30 Mar 2009 15:02 GMT
Dear those who are "American",

I am considering a questionnaire to ask to 1500 American people.
The questionnaire is about "partial retirement" which means that an employee
works part time before he or she fully retires.

I will here a question with two versions. I will paste the versions in
separate messages so that you can comment on them separately. I would like
you to consider the general understandability of the questions. Please read
the questions as if you were a respondent and tell me anything that makes
the question confusing.

It should be that the questions should make sense at a first glance.

Note however that there is an instructions page before these questions which
explain what is partial retirement etc.
So please keep in mind that the respondents will be familiar with the term
"partial retirement" by the time they get these questions.

I would very much appreciate your concern.
minimus - 30 Mar 2009 15:04 GMT
An employee can work part time for several years in partial retirement,
before she retires fully. During that time she may prefer to do the same
type of work she did before or switch to a different type of work.

Below we describe two retirement options. The options differ in the
following respect:

•    Type of work in partial retirement

Sarah works 40 hours a week and earns $3000 a month. From age 65 she plans
to work 24 hours a week in partial retirement. She will continue to build
retirement benefits for full retirement.

Sarah can choose between two retirement options:

Option 1
She can partially retire and continue to do the same type of work she did
before (with or without switching to another employer).

Option 2
She can partially retire and do a different type of work than she did before
(with or without switching to another employer).

Based on your own preferences, which of the two options do you find more
attractive?

Option 1
Option 2
tony cooper - 30 Mar 2009 15:25 GMT
>An employee can work part time for several years in partial retirement,
>before she retires fully. During that time she may prefer to do the same
[quoted text clipped - 18 lines]
>She can partially retire and do a different type of work than she did before
>(with or without switching to another employer).

If she takes either Option, but switches to a different employer, how
can she continue to build retirement benefits?  She can continue to
contribute to her retirement plan, but "build" sounds like her
employer is partially contributing.    
Signature

Tony Cooper - Orlando, Florida

minimus - 30 Mar 2009 16:32 GMT
> If she takes either Option, but switches to a different employer, how
> can she continue to build retirement benefits?  She can continue to
> contribute to her retirement plan, but "build" sounds like her
> employer is partially contributing.

What is the problem if the employer is partially contributing?
Actually this is exactly what I would like it to happen.

But lets set this apart for the moment; it is important for me to know:
Why did you wonder about this? Because my aim was that the respondent does
not pay attention to "employer change".
Was I not successful in doing this? Did the question make you think about
employer change?
Because it should not.

The question is about "work type" change; regardless of employer change.
tony cooper - 30 Mar 2009 17:23 GMT
>> If she takes either Option, but switches to a different employer, how
>> can she continue to build retirement benefits?  She can continue to
[quoted text clipped - 3 lines]
>What is the problem if the employer is partially contributing?
>Actually this is exactly what I would like it to happen.

It's not a problem, but I can't imagine an employer continuing to
contribute the retirement plan of an employee who now works for some
other company ("different employer").  Not only can I not imagine it,
I don't think it would ever happen.  Ever.

>But lets set this apart for the moment; it is important for me to know:
>Why did you wonder about this? Because my aim was that the respondent does
>not pay attention to "employer change".

I don't understand.  Why would you want a question with something in
it that the respondent should not pay attention to?  If something in
it doesn't make sense, what kind of responses would you expect?

>Was I not successful in doing this? Did the question make you think about
>employer change?

Of course it did.  Your Options contained "(with or without switching
to another employer)".  

>Because it should not.

Then why did you include this possibility?

>The question is about "work type" change; regardless of employer change.

I get the feeling you are too close to this.  You know what you mean,
but you are no longer able to see what other people read in your
questions.  You know what the question is about, but your written
questions are about something else.

Signature

Tony Cooper - Orlando, Florida

minimus - 30 Mar 2009 18:44 GMT
>>> If she takes either Option, but switches to a different employer, how
>>> can she continue to build retirement benefits?  She can continue to
[quoted text clipped - 26 lines]
>
> Then why did you include this possibility?

You are on the point. I try to figure out if, when someone would like to
work part time, the person would continue to do the same types of work or
change to different types of work. Now, I was thinking that the respondent
might wonder if doing different types of work would mean changing the
employer. Then I thought I should mention that employer change plays no role
in evaluating the options. Therefore in both options I mention "with or
without switching employer".
I have the feeling that I could not do what I wanted to do. but also I
cannot think of what I can do to achieve what I want to do.
Would you maybe have a proposal for fixing it?

>>The question is about "work type" change; regardless of employer change.
>
> I get the feeling you are too close to this.  You know what you mean,
> but you are no longer able to see what other people read in your
> questions.  You know what the question is about, but your written
> questions are about something else.

You got my problem: I am too close to it. I spend days to find the write
wording. I think I changed it 10 times already.
But this is difficult for me. I simply cannot guess how the respondents will
understand me. I don't know how to speak to them properly. I don't know how
they would understand my question.

I am not a native speaker. This is the reason why I am bugging people here
with my questionnaire.
I depend on the comments here to make it nice.

Some help will be highly appreciated.

P.S: Tony you always comment on my questions, I would like to take this
opportunity to thank you.
tony cooper - 30 Mar 2009 20:36 GMT
>>>> If she takes either Option, but switches to a different employer, how
>>>> can she continue to build retirement benefits?  She can continue to
[quoted text clipped - 59 lines]
>P.S: Tony you always comment on my questions, I would like to take this
>opportunity to thank you.

I would leave out the reference to building retirement benefits and
use:  

"Sarah works 40 hours a week and earns $3000 a month. From age 65 she
plans to work 24 hours a week in partial retirement."

for two reasons:

1) It allows you include the possibility that she can change
employers.

2) Continuing to work part-time for the same employer does not
necessarily mean that her retirement benefits will increase.  She may
not be entitled to a retirement benefit contribution from the employer
if she is a part-time employee.  If her retirement benefit increases
based on her years of service with the company, the company may
exclude service on a part-time basis.  

She may be able to contribute to her retirement fund whether she works
for the same company or a different company, but "build" implies that
the company is contributing.  If she does contribute on her own, that
seems to me to be irrelative to the choice of Options.

Leave out what confuses.  Don't try to include all contingencies in
writing a question.

Signature

Tony Cooper - Orlando, Florida

minimus - 31 Mar 2009 00:37 GMT
> Leave out what confuses.  Don't try to include all contingencies in
> writing a question.

And what about the part: "with or without switching employers"
tony cooper - 31 Mar 2009 00:59 GMT
>> Leave out what confuses.  Don't try to include all contingencies in
>> writing a question.
>
>And what about the part: "with or without switching employers"

No problem with that.  I prefer the following wording, though:

Option 1
She can partially retire and continue to do the same type of work she
did before for the same employer or for a different employer.

Option 2
She can partially retire and do a different type of work than she did
before for the same employer or for a different employer.

Signature

Tony Cooper - Orlando, Florida

minimus - 31 Mar 2009 12:47 GMT
> On Tue, 31 Mar 2009 01:37:38 +0200, "minimus"

> No problem with that.  I prefer the following wording, though:
>
[quoted text clipped - 5 lines]
> She can partially retire and do a different type of work than she did
> before for the same employer or for a different employer.

Thank you Tony, I changed it as you suggested.
minimus - 30 Mar 2009 15:05 GMT
An employee can work part time for several years in partial retirement,
before she retires fully. During that time she can continue to do the same
type of work she did before. She may prefer to stay with her former employer
or switch to a different employer. The latter choice will have consequences
for the work income and retirement income.

Below we describe two retirement options. The options differ in the
following respects:

•    Employer in partial retirement
•    Work income in partial retirement
•    Retirement income in full retirement

Sarah works 40 hours a week and earns $3000 a month. From age 65 she plans
to work 24 hours a week in partial retirement. She will continue to build
retirement benefits for full retirement.

Sarah can choose between two retirement options:

Option 1
She can partially retire with her former employer and continue to do the
same type of work she did before.

Option 2
She can partially retire with a different employer but continue to do the
same type of work she did before. Her tasks will then be less demanding but
her work income and retirement income, when fully retired, will be lower
than in Option 1.

Based on your own preferences, which of the two options do you find more
attractive?
Option 1
Option 2
 
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