How many participants do I need for my survey? (and how many should I invite?)
From our experience with remote user testing and analysis, and from talking with our customers, we make the following recommendations for Optimal Workshop survey sizes.
These aren't technical limitations, but rather figures that will make your surveys manageable to analyse while providing the insights that you are looking for.
OptimalSort
Open card sort:
Minimum: 20
Optimum: 40
Maximum: 60
Closed card sort:
Minimum: 40
Optimum: 80
Maximum: 150
Treejack
Minimum: 40
Optimum: 120
Maximum: 400
For Treejack, we suggest an upper limit of 50 responses per task. If you have 30 tasks but you're only showing 15 to each participant, you'll need twice as many participants than if you only had 15 tasks total.
On that note, 15 is a good upper limit for the number of tasks to show each participant. In our experience, the more tasks you show, the more of the tree your participants will remember, which may cloud your results - they'll look better than they should because your participants have become familiar with your tree as they progressed.
Chalkmark
Minimum: 40
Optimum: 100
Maximum: 250
Inviting participants
As a rule of thumb, start out by inviting the recommended 'maximum' number. You'll find that some participants abandon before starting the survey, and you are likely to end up near the Optimum level. It's better to invite too few participants and then progressively send out more invites as you need them to push up the response numbers. This technique gives you the ability to create more surveys later (to iteratively improve your Treejack tree let's say), and you will still have an untapped pool of fresh participants that you can invite to the subsequent surveys.
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OptimalSort
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Treejack
- What is the maximum number of participants that can respond to my survey?
- How are Treejack scores calculated?
- How do I import a Treejack tree from Excel or another spreadsheet application?
- Treejack Webinar with Dave O'Brien - January 2011 (getting started)
- Treejack Webinar with Dave O'Brien - January 2011 (advanced)
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Account Management and Purchasing
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The Optimal Workshop Suite (Treejack, Chalkmark and OptimalSort)
- How can I see who has completed my survey so far?
- What are the limitations of a free Optimal Workshop account?
- Is Optimal Workshop Section 508 (Accessibility) Compliant?
- Are the Optimal Workshop applications available in my language?
- How do pre-survey and post-survey questionnaires work?
- View all (5 more)
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Remote User Testing