Apply rigorous survey design principles including construct operationalization, Likert scale development, reliability and validity assessment, and common method variance control. Use this skill when the user designs questionnaires, develops measurement items, needs to evaluate Cronbach's alpha or AVE, or when they ask 'how do I operationalize this construct', 'is my scale reliable', or 'how do I control for CMV'.
Survey design translates theoretical constructs into measurable items through systematic operationalization, scale development, and psychometric validation. Rigorous surveys ensure that observed scores reliably and validly represent the intended constructs while controlling for method artifacts such as common method variance.
IRON LAW: A survey measures PERCEPTIONS, not objective reality — and common
method variance inflates correlations when predictor and criterion come
from the same source.
Key assumptions:
Define each construct's conceptual domain from theory. Specify dimensions and sub-dimensions. Generate item pool from literature, expert judgment, and qualitative input (3-5 items per dimension minimum).
Choose response format (5-point or 7-point Likert). Avoid double-barreled, leading, or ambiguous items. Conduct cognitive interviews or expert panel review. Pilot test with N ≥ 30.
Reliability: Cronbach's alpha ≥ 0.70, composite reliability (CR) ≥ 0.70. Convergent validity: AVE ≥ 0.50, factor loadings ≥ 0.60. Discriminant validity: Fornell-Larcker criterion or HTMT < 0.90. See references/ for formulas.
Procedural remedies: separate predictor and criterion temporally, use different scale formats, guarantee anonymity. Statistical remedies: Harman's single-factor test (necessary but not sufficient), marker variable technique, CFA with common method factor.
## Survey Design: [Study Title]
### Construct Operationalization
| Construct | Dimensions | Items | Source |
|-----------|-----------|-------|--------|
| [name] | [dim] | x items | [adapted from] |
### Reliability Assessment
| Construct | Items | Cronbach's α | CR | AVE |
|-----------|-------|-------------|-----|-----|
| [name] | x | x.xx | x.xx | x.xx |
### Validity Assessment
| Test | Result | Threshold | Assessment |
|------|--------|-----------|------------|
| Factor loadings (min) | x.xx | ≥ 0.60 | [pass/fail] |
| AVE | x.xx | ≥ 0.50 | [pass/fail] |
| HTMT (max) | x.xx | < 0.90 | [pass/fail] |
### CMV Controls
| Remedy | Type | Result |
|--------|------|--------|
| [remedy] | [procedural/statistical] | [finding] |
### Limitations
- [Note any assumption violations]