Form 971 2015 971 Questionnaire_Advisor Info_Apr 29 2016_ForeSee

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Overview

Welcome and Thank You Text
Model Questions
Current Custom Questions

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Sheet 1: Welcome and Thank You Text

	Welcome and Thank You Text
		Welcome Text		Welcome Text - Tablet/Phone
		Thank you for visiting Adviserinfo.sec.gov/IAPD. You've been randomly chosen to take part in a brief survey to let us know what we're doing well and where we can improve. Please take a few minutes to share your opinions, which are essential in helping us provide the best online experience possible.
		Thank You Text		Thank You Text - Tablet/Phone
		Thank you for taking our survey - and for helping us serve you better. We appreciate your input!
		Example Desktop		Example Mobile

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Sheet 2: Model Questions

Model Name		Advisor Info Browse					Red & Strike-Through: Delete
Model ID		(MID)					Underlined & Italicized: Re-order
Partitioned		Yes - 2MQ					Pink: Addition
Date		4/27/2016					Blue: Reword
	Label	Element Questions		Label	Satisfaction Questions		Label	Future Behaviors
		Look and Feel (1=Poor, 10=Excellent, Don't Know)			Satisfaction			Recommend Site (1=Very Unlikely, 10=Very Likely)
1	Look and Feel - Appeal	Please rate the visual appeal of this site.	16	Satisfaction - Overall	What is your overall satisfaction with this site? (1=Very Dissatisfied, 10=Very Satisfied)	19	Recommend Site	How likely are you to recommend this site to someone else?
2	Look and Feel - Balance	Please rate the balance of graphics and text on this site.	17	Satisfaction - Expectations	How well does this site meet your expectations? (1=Falls Short, 10=Exceeds)			Return (1=Very Unlikely, 10=Very Likely)
3	Look and Feel - Readability	Please rate the readability of the pages on this site.	18	Satisfaction - Ideal	How does this site compare to your idea of an ideal website? (1=Not Very Close, 10=Very Close)	20	Return	How likely are you to return to this site in the future?
		Site Performance (1=Poor, 10=Excellent, Don't Know)				21	Seek More Information	Seek More Information (1=Very Unlikely, 10=Very Likely)
4	Site Performance - Loading	Please rate how quickly pages load on this site.						How likely are you to seek out more information about investment professionals and potential investments as a result of visiting this site?
5	Site Performance - Consistency	Please rate the consistency of speed from page to page on this site.
6	Site Performance - Completeness	Please rate how completely the page content loads on this site.
		Navigation (1=Poor, 10=Excellent, Don't Know)
7	Navigation - Organized	Please rate how well this site is organized.
8	Navigation - Options	Please rate the options available for navigating this site.
9	Navigation - Layout	Please rate how well the site layout helps you find what you need.
		Information Browsing (1=Poor, 10=Excellent, Don't Know)
10	Information Browsing - Sort	Please rate the ability to sort information by criteria that are important to you on this site.
11	Information Browsing - Narrow	Please rate the ability to narrow choices to find the information you are looking for on this site.
12	Information Browsing - Features	Please rate how well the features on the site help you find the information you need.
		Site Information (1=Poor, 10=Excellent, Don't Know)
13	Site Information - Thoroughness	Please rate the thoroughness of information provided on this site.
14	Site Information - Understandable	Please rate how understandable this site’s information is.
15	Site Information - Answers	Please rate how well the site’s information provides answers to your questions.

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Sheet 3: Current Custom Questions

Model Name		Advisor Info Browse				Red & Strike-Through: Delete
Model ID		(MID)				Underlined & Italicized: Re-order
Partitioned		Yes - 2MQ				Pink: Addition
Date		4/27/2016				Blue: Reword
QID	QUESTION META TAG	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
			How frequently do you visit this site?	This is my first visit		Y	Radio button, one-up vertical		Visit Frequency
				Daily
				Weekly
				Monthly
				Every few months
				Once every six months or less often
			Which category best describes you?	Individual Investor		Y	Radio button, one-up vertical	Skip Logic Group*	Role
				Financial Advisor or Investment/Securities Professional
				Student
				Teacher/Academic
				Attorney
				Media/Press
				General Public
				Other	A
		A	Please briefly describe your role:			N	Text field, <100 char	Skip Logic Group*	Other role
			What is your primary interest in visiting this site today?	Obtain basic or general information about investing		Y	Radio button, one-up vertical	Skip Logic Group*	Primary Reason
				Learn about investment scams or avoiding fraud
				Learn about fees for investment products and services
				Check out the background of an investment professional
				Use one of the investment Calculators
				Other	A
		A	Please briefly describe your primary interest in visiting this site today:			N	Text field, <100 char	Skip Logic Group*	Other reason
			Have you ever checked with a state or federal regulator regarding the background, registration, or license of a financial professional?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	Learning
				No
		A	Will your findings impact your decision to work with a particular investment professional?			N	Text field, <100 char	Skip Logic Group*	Broker Learning
			Did you learn something on Adviserinfo.sec.gov/IAPD that might impact your behavior in the future?	No		Y	Radio button, one-up vertical	Skip Logic Group*	Learning
				Yes	A
				Maybe	A
		A	Please specify what you learned:			N	Text area, no char limit	Skip Logic Group*	Learned
			How did you learn about Adviserinfo.sec.gov/IAPD?	Search engine (Google, Bing, etc.)		Y	Radio button, one-up vertical	Skip Logic Group*	How Found
				Referred by SEC.gov
				Referred by another website, other than SEC.gov
				Radio
				Television
				IRS tax refund insert
				In-person event/conference	B
				Social media (Twitter, Facebook, etc.)
				News source (magazine/newspaper/radio/television)
				Referred by a friend or family member
				Prior visit
				Other	A
		A	Please specify how you learned about Adviserinfo.sec.gov/IAPD:			N	Text area, no char limit	Skip Logic Group*	OE-Found
		B	Please describe the event/conference you attended.			N	Text area, no char limit	Skip Logic Group*	OE-Event Attended
			Did the site help you do what you wanted to do today?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Able to Accomplish
				No	A
				Partially	A
				I wasn't looking for anything in particular
		A	Please specify what you were trying to do:			N	Text area, no char limit	Skip Logic Group*	Unable to Accomplish
			How did you look for the information you wanted / needed on this site? (select all that apply)	Used the navigation tabs/headings near the top of the home page		Y	Checkbox, one-up vertical	Skip Logic Group*	Method of Looking
				Used the topic buttons on the main central part of the home page
				Used the site search feature
				Used the site map
				Already knew where to go on the site or had specific page bookmarked
				Not sure
				Other	A
		A	What other method did you use to look for the information you wanted / needed?			N	Text area, no char limit	Skip Logic Group*	Other Method
			How would you describe your navigation experience on this site today? (Please select all that apply.)	I had no difficulty navigating/browsing on this site		Y	Checkbox, one-up vertical	Skip Logic Group*	Navigation
				Links often did not take me where I expected	A
				Had difficulty finding relevant information
				Links/labels are difficult to understand
				Too many links/navigational options to choose from
				Had technical difficulties (error messages, broken links, etc.)	B
				Could not navigate back to previous information
				I had a navigation difficulty not listed above:	C
		A	Please describe any specific navigation links or paths that did not take you where you expected:			N	Text area, no char limit	Skip Logic Group*	OE_Nav Path
		B	Please describe which links were broken or had error messages:			N	Text area, no char limit	Skip Logic Group*	OE_Nav Link
		C	Please briefly describe your navigation difficulty:			N	Text area, no char limit	Skip Logic Group*	OE_Navigate
			Did you use any search features on this site today?	Yes	A	Y	Radio button, one-up vertical	Skip Logic Group*	Search Usage
				No
		A	Please tell us about your experience with the site's search features today. (Please select all that apply.)	Search results were helpful		Y	Checkbox, one-up vertical	Skip Logic Group*	Search Experience
				Results were not relevant/not what I wanted
				Too many results/I needed to refine my search
				Not enough results
				Returned NO results	B
				Received error message(s)	C
				Search speed was too slow
				I experienced a different search issue (please explain):	C
		B	What search term(s) did you use?			N	Text area, no char limit	Skip Logic Group*	OE_Search Terms
		C	Please describe the issues or errors you experienced with the search feature:			N	Text area, no char limit	Skip Logic Group*	OE_Search Issue
			If you could make one change/improvement to Adviserinfo.sec.gov/IAPD website, what would it be?			N	Text area, no char limit		Improvement