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What Is a Statistically Valid Community Survey?

By Dr. Adam Probolsky

You can call a community survey statistically valid only if it is designed so that the results accurately represent the overall demographics of the resident population of a city, town, county, or other defined community, like special district. For local governments, the only way to achieve statistical validity is to work with a pollster – a survey firm that can carefully recruit residents to participate in the right demographic proportions. A survey firm will also ensure a transparent methodology and guarantee responses from an appropriate number of residents – usually 300 – 400 completed interviews. This yields accurate, decision-ready data.

Things to Keep in Mind

  • A statistically valid resident survey is built to represent the whole city, county, district, or service area.
  • An open online survey can be useful for engagement, but it should not be treated as representative.
  • Sample size (number of completed surveys) matters, but it is not the biggest factor. Getting the right mix of demographics is paramount.
  • Staff, city councils, and other government boards should check the representativeness of a survey before relying on the data for decision-making like budgets, strategic plans, service changes, or revenue measures.

Useful Definitions

TermWhat it means for local government
Resident surveyA survey of people who live in a defined political subdivision or service area.
Statistically valid surveyA survey designed so findings can be generalized to the larger population with a high degree of certainty.
Representative sampleA respondent group that reflects the population on key characteristics such as age, geography, gender, race/ethnicity, home type, language, or other demographics.
Margin of errorA mathematical calculation estimating the chance of fluctuation in the results.
WeightingA statistical adjustment that aligns survey responses with known population benchmarks when some groups are over- or underrepresented. NOTE: Weighting is never a good idea for community surveys. Agencies should demand a fully representative sample with real residents, not made up results.
Open link surveyA survey anyone can choose to take, often through a public link posted on a website or social media. They are great for getting feedback and demonstrating an interest in the the public’s input, but should not be characterized as accurate or relied upon for making decisions. NOTE: There are a few exceptions to this rule. Consult a qualified researcher to explain how to make an open link survey more valid.

Why Statistical Validity Matters for Community Surveys

Statistical validity matters because public agencies often use survey findings to make decisions that affect everyone, including the majority of residents who never attend a meeting, email council, or comment online.

When a city asks, “What do residents think about public safety, housing, parks, streets, taxes, or trust in local government?” staff should be able to tell policymakers that the survey results are from a fully representative cross-section of real residents.

That distinction is especially important when survey results support critical government functions.

Decision areaWhy representativeness matters
Budget prioritiesLeaders need to know whether preferences reflect broad resident priorities.
Strategic planningLong-term goals should be grounded in communitywide needs and expectations.
Revenue measuresTax, bond, millage, fee, and rate research requires defensible public opinion data so that governing bodies have the information they need prior to the go/no go moment of asking residents, ratepayers, or voters to support a new measure.
Service satisfactionSatisfaction with roads, sidewalks, parks, public safety, libraries, utilities, or code enforcement may vary sharply by neighborhood or demographic group.
CommunicationsAgencies need to know which messages residents understand, trust, or reject, who needs more outreach, and the ideal ways to reach them.

What Makes a Community Survey Statistically Valid?

A resident survey becomes statistically valid through design, not through a large number of responses.

Accurate resident surveys include these four elements.

ElementWhat to look for
Defined populationThe survey includes a defined population, like adult residents, registered voters, utility customers, business owners, parents, or some other group.
Precise geographyThe geographic boundaries of who can participate should be specific. GIS mapping should be used to ensure precision.
Modes that match how the population communicatesRespondents are recruited in multiple modes that match the communication style of residents – mail, telephone, online (email- and text-to-web). Sometimes door-to-door and in-person intercepts.
An appropriate number of completed interviewsFor most cities, counties, or other local agencies, 300 – 400 completes is the right number. There is no harm in collecting more completes, but it’s usually unnecessary.

Context on sample size
A statistically valid survey in a large state might include 1,000 – 1,500 responses, 700 – 900 in a medium size state, and 500 – 600 in a small state. These surveys predict election outcomes – a measure that tests accuracy, even for non-election related research.

Insights from Dr. Adam Probolsky A science-based methodology makes survey results relevant and reliable. It gives policymakers the knowledge that they are making decisions that align with the public.

Weighting is Absolutely Manipulating the Data

Weighting is a standard survey practice used by some research organizations instead of doing the hard work of reaching residents in the right proportions based on Census or voter data.

Example: If renters are underrepresented in a survey and older homeowners are overrepresented (something that is almost always the case), some survey companies may weight the data – assigning a higher value to the limited number of renters in the sample. They failed to get the right mix of residents, usually because they focused on reaching people in just one mode such as mail. This will never yield accurate results because most people communicate online, or on their phones.

Weighting is a lazy approach that is almost never necessary.

Questions We Hear

Is my city’s online-only survey run by staff statistically valid?

No. An online-only survey run by staff will never be representative of all the relevant demographic groups. There are still reasons to do them, but not to inform policy.

Can we really use survey results if only 400 residents respond?

Yes. Virtually any agency can use 300 to 400 responses if the survey connects with residents using multiple modes (i.e., email- and text-to-web, mail, and telephone) and includes a representative group of residents in the right demographic proportions based on Census or voter data.

Shouldn’t we collect thousands of responses?

No. There is no science-based reason to collect thousands of responses. There is also no downside to getting a greater number of responses, assuming the ones you have are fully representative of the demographics and geographic location of residents. It’s just not necessary, and it can be cost prohibitive.

Is margin of error the same thing as survey accuracy?

No. It’s a popular statistic that has limited utility in community surveys. It can be seen as the outer limits of how the result %s might fluctuate.

Should cities publish open-ended survey comments?

Cities should publish open-ended comments only when personally identifiable information is stripped away. Any research firm will do this before delivering the results. Open-end survey comments are useful for context. But take caution not to assume one comment represents more than that one person’s ideas.

What is the difference between a resident survey and community engagement?

A resident survey measures public opinion through a structured research process, yielding representative results. Community engagement creates opportunities for residents to discuss, provide feedback, and participate in their government. There is value in doing both. But the two are not interchangeable.

Examples of Community Survey Media Coverage

Sources You Might Look To

How Probolsky Research can help your public agency

About Dr. Adam Probolsky

Dr. Adam Probolsky is President of Probolsky Research where he has conducted over 1,000 polls and surveys for local governments across the U.S. Adam has also served in government roles at the city, county, and state levels where he made and oversaw policy related to finance, parks, planning and land use, transportation, and waste & recycling. He was also a sheriff’s department information officer. He is a Senior Research Fellow for the Drucker School of Management at Claremont Graduate University.

About Probolsky Research

Probolsky Research conducts public opinion research for corporate, election, government, and nonprofit clients. The firm works for public agencies in 29 states from offices in Dallas, Denver, Newport Beach, Pasadena, San Francisco, and Washington DC.

Americans Would Buy a Latte for a Stranger

We all love a feel-good story and our latest research is just that. It’s also a uniquely American one.

In our recent national survey, we found that more than 90% of Americans would buy a latte for a stranger who forgot their wallet. Who is the most generous? Latinos, Black and African Americans, and Gen Z.

We did find a difference when we specified pumpkin spice lattes.

“I imagine this slight drop in generosity is about the perceived frivolity of pumpkin spice-anything,” explains Adam Probolsky, president of the research firm that conducted the survey. “The American people are givers, and over 90% say for sure, or maybe, they would buy a stranger a latte. That is heartwarming.”

Media contact: Call or text Adam Probolsky at 949-697-6726.

We had no client for this research, it was conducted and released for public interest.

Probolsky Research is a woman and Latina-owned market and opinion research firm with corporate, election, government, and nonprofit clients.

Quantitative and Qualitative Research in the Branding Process

Originally published at CivicBrand https://www.civicbrand.com/insights/articles/quantitative-and-qualitative-research-in-the-branding-process

Destination branding is often ineffective without a robust research phase during the branding process. Public sentiment research, competitive research and other types of research are the foundations of the brand strategy and help narrow in on the story that the brand is to tell. Especially as budgets have tightened in response to Covid-19 and other factors, research plays an even more critical role in the process. Research and data help districts, cities, counties and DMOs feel comfortable with and confident in the direction of the brand and its campaigns. Research is what makes branding feel like money well spent.

Both quantitative and qualitative research are important to the branding process. We sometimes see cities place more of an emphasis on the quantitative side, but the reality is that both types of research have value and need to play a role in branding. The balance of each type will be different from project to project, but we believe both should always be employed.

The role of quantitative research

Quantitative research is helpful because it provides hard numbers to reference and compare. We sometimes partner with Probolsky Research, a market research firm based in California, to help us design and implement quantitative research strategies, as we trust their expertise in this area. By conducting statistically valid, multi-modal surveys, we can confidently identify trends, measure sentiments and behaviors, and understand the perception of a destination brand based on data from a representative sample of the place’s population (or a regional population if doing competitive or key market research).

The key benefit of quantitative research is confidence. If done correctly, your data will be representative of the population you survey, and you’ll have better data based on demographic groups (including by geography), so you can be confident in the insights derived from the data. That means public leaders and the public at large will have more confidence in the branding process. You’ll also reach a large number of people fairly easily and can establish benchmarks (like brand awareness in key markets, net promoter scores, etc.) that you can compare year-over-year to ensure the effectiveness of advertising campaigns.

An example of Probolsky Research’s benchmarking work with the City of Napa, California

Quantitative research is also particularly useful when done through an “external” lens — that is, to gauge how outside markets view your destination as a place to visit, move or start a business. You can quickly design a survey that runs in a few key markets, and within a relatively short amount of time, you’ll have a good sense of the way many different regions view your place.

The role of qualitative research

Qualitative research, on the other hand, is much more nuanced. It “summarizes and infers, rather than pin-points an exact truth.” If the role of quantitative research during the branding process is to provide you with the hard numbers you need to back up your decisions, qualitative research illuminates the story of your brand and the people it represents. Focus groups, man-on-the-street style interviews, and casual conversations and observations, while somewhat anecdotal, can help you get a better sense of the feel of the brand, narrow in on the stories of different demographics, and add richness and depth to quantitative data.

QUALITATIVE RESEARCH ILLUMINATES THE STORY OF YOUR BRAND AND THE PEOPLE IT REPRESENTS.BRISA BYFORD – SENIOR STRATEGIST, CIVICBRAND

For example, in our work in Waupaca, Wisconsin, the brand strategy can be summarized by Chain + Main, where Chain is shorthand for all of the outdoor recreation activities the area has to offer, and Main is shorthand for vibrant community activities, restaurants, businesses and more. Connecting the two areas together is critical for economic development in the area, but that strategy would have been hard to hone in on with just a survey.

The same can be said for our work in Heartland Lakes, Minnesota. The challenge of that project involved uniting several different small communities and marketing them as part of a larger area. The previous name for the area was a mouthful and didn’t resonate with a lot of people. Only through our qualitative research, when we were literally standing on the Heartland Trail that physically connects the area’s communities, did we realize the place should be called Heartland Lakes. It was a lightbulb moment that wouldn’t have had the same effect in survey data.

Heartland Lakes focus group

There is extreme value in how much qualitative research connects to public engagement. Your efforts to engage with the public and talk to them about the project have a direct effect on community buy-in and the project’s outcome. If the branding process is done behind closed doors, it’s a lot easier for people to dissent or distract from the message. However if your qualitative research extends a hand to the public and invites them into the process, you’ll create brand champions that will not only provide you with critical feedback, but rally people (and money) around the brand. In this way, qualitative research can have more of an “internal” lens.

The role of equity in research

Think of these types of research as a Venn diagram, with quantitative on the left on qualitative on the right. In the middle, where the two circles overlap, lies the concept of equity, which is something we talk a lot about at CivicBrand. We pride ourselves on having an equitable approach to research and public engagement. That means we make an extra effort to reach the demographics that are traditionally underserved or hard to reach. With quantitative research specifically, we oversample in order to get a clearer picture of the perceptions and attitudes of certain demographics (foreign language speakers, for example). With qualitative research, we identify different groups that may be hard to reach and then go directly to them. At that point it’s no longer a random sample, but hearing their stories is necessary to telling the bigger, brand story.

The role of both types

If quantitative research is the analytical left brain, qualitative research is the creative right brain. By combining both methods, you get the most accurate read of human behavior. But if you lean too far to one side, you miss out on the value of the other method. Stories collected in qualitative research should always be validated as being relatable to the broader audience by testing them in a survey.

STORIES COLLECTED IN QUALITATIVE RESEARCH SHOULD ALWAYS BE VALIDATED…BY TESTING THEM IN A SURVEY. ADAM PROBOLSKY – PRESIDENT, PROBOLSKY RESEARCH

It’s also important that you don’t forget your audience. Research should be engaging, regardless of type. Any data you collect should be usable and actionable, and it should guide the brand strategy but not rule it.

At the end of the day, if something produces clarity and insight, regardless of the type of research, it’s valuable. We believe it’s better to focus on the insight itself (and what you can do with the brand because of it) than the way it was discovered.

Listen to CivicBrand CEO Ryan Short, CivicBrand Senior Strategist Brisa Byford, and Probolsky Research President Adam Probolsky discuss this topic in more detail on the CivicBrand podcast.

To learn more about CivicBrand, check out their work.