Form 997 2016 997 SEC IAPD Mobile 2017 Questionnaire - Final (1)

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Overview

Welcome and Thank You Text
Model Questions
Custom Questions

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Sheet 1: Welcome and Thank You Text

	The text you see here will appear at the top and bottom of your survey, examples below.
	Default text is included and you may modify this text as needed.
	Welcome and Thank You Text
			Welcome Text - Tablet / Phone
			Thank you for visiting this site. 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.
			Thank You Text - Tablet / Phone
			Thank you for taking our survey - and for helping us serve you better. We appreciate your input!
			Example Mobile

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Sheet 2: Model Questions

Model Name		SEC IAPD Mobile 2017					Red & Strike-Through: Delete
Model ID		(MID)					Underlined & Italicized: Re-order
Partitioned		Yes - 2MQ					Pink: Addition
Date		10/19/2017					Blue: Reword
	Label	Element Questions		Label	Satisfaction Questions		Label	Future Behaviors
		Look and Feel (1=Poor, 10=Excellent, Don't Know)			Satisfaction			Recommend (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	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: Custom Questions

Model Name		SEC IAPD Mobile 2017				Red & Strike-Through: Delete
Model ID		(MID)				Underlined & Italicized: Re-order
Partitioned		Yes - 2MQ				Pink: Addition
Date		10/19/2016				Blue: Reword
QID	QUESTION META TAG	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
			What is your primary interest in visiting this site today?	Review the accuracy of the site		Y	Radio button, one-up vertical	Skip Logic Group*	Primary Reason
				Check out the background of a firm
				Check out the background of an investment professional				Randomize
				Review aggregate data
				Other	A
		A	Please briefly describe your primary interest in visiting this site today:			N	Text area, no char limit	Skip Logic Group*	Primary Reason - Other
	Accomplish		Did the site help you do what you wanted to do today?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Accomplish
				No	A
				Partially	A
				I wasn't looking for anything in particular
	OE_Accomplish	A	Please specify what you were trying to do:			N	Text area, no char limit	Skip Logic Group*	Why Not Accomplish
			Have you ever previously checked with a state or federal regulator regarding the background, registration, or license of a financial professional?	Yes		Y	Radio button, one-up vertical		Learning Behavior
				No
			Did you learn something on this site 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 this site?	Search engine (Google, Bing, etc.)		Y	Radio button, one-up vertical	Skip Logic Group*	Acquisition Source
				Referred by SEC.gov
				Referred by Investor.gov	B
				Referred by FINRA BrokerCheck				Randomize
				In-person event/conference	C
				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 this site:			N	Text area, no char limit	Skip Logic Group*	OE-Found
		B	Which Investor.gov page did you visit most recently?	Homepage		Y	Radio button, one-up vertical	Skip Logic Group*	Investor.gov Page
				Compound Interest Calculator page
				Other Investor.gov page (including alerts and bulletins)
		C	Please describe the event/conference you attended:			N	Text area, no char limit	Skip Logic Group*	OE-Event Attended
	Role		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
				Consultant
				Securities Regulator
				Other	A
		A	Please briefly describe your role:			N	Text field, <100 char	Skip Logic Group*	Other role
	Visit Frequency		How often do you visit this site?	This is my first visit		Y	Radio button, one-up vertical		Visit Frequency
				Once every 6 months or less often
				Once every few months
				Monthly
				Weekly
				Daily or more often
	Location		From what location were you accessing this site?	At home		Y	Radio button, one-up vertical	Skip Logic Group*	Location
				At work
				In transit
				Investor event
				Financial professional office
				Other	A
		A	From what other location were you accessing this site?			N	Text field, <100 char	Skip Logic Group*	Location Other
			What is your preferred way to get information from this site?	Via my desktop/laptop		Y	Radio button, one-up vertical		Channel Preference
				Via my tablet
				Via my phone
				No preference
	OE_Improve Experience		If you could make one change/improvement to this website, what would it be?			N	Text area, no char limit		Improve