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ChaPter 4  •  InformatIon GatherInG: InteraCtIve methods     119



                                                  COnsUlting OppORtUnity 4.4



                                                  The Unbearable Questionnaire



                    “I’m going to go into a depression or at least a slump if someone   “Rich Kleintz,” By and Sal call out in unison.
                    doesn’t figure this out soon,” say Penny Stox, office manager for   “Well, as you can see, it’s not telling us anything!” Penny
                    Carbon, Carbon, & Rippy, a large brokerage firm. Penny is sitting   exclaims.
                    across a conference table from you and two of her most productive   Penny and her staff are dissatisfied with the responses
                    account executives, By Lowe and Sal Hy. You are all mulling over   they have received on the unbearable questionnaire, and they
                    the responses to a questionnaire that has been distributed among   feel that the responses are unrealistic reflections of the amount
                    the firm’s account executives, which is shown in Figure 4.C1.  of information account executives want. In a paragraph, state
                       “We need a crystal ball to understand these,” By and Sal call   why these problems are occurring. On a separate sheet, change
                    out together.                                          the scaling of the questions to avoid these problems.
                       “Maybe it reflects some sort of optimistic cycle or something,”
                    Penny says as she reads more of the responses. “Who designed this
                    gem, anyway?”




                                                                                                Figure 4.C1
                                                                                                A questionnaire developed
                                                                                                for the brokerage firm
                                                                                                Carbon, Carbon, & Rippy by
                           1. Industry Reports
                           Circle the appropriate number for each source of information described.
                                                                                                Rich Kleintz.
                              Less            About
                               1             the Same
                                       2       3             More
                                                      4
                          2. Trend Analysis                   5
                              Less           About
                              1       2     the Same               We need to
                                              3              More  change this
                                                      4      5     questionnaire.
                         3. Computer-Generated Graphs
                             Less           About                         -Penny
                             1       2     the Same
                                             3              More
                                                     4       5
                        4. Investment Advisory Services
                            Less            About
                             1      2     the Same
                                            3              More
                                                    4       5



                                                       5. Point and Figure Charts
                                                           Less           About
                                                            1            the Same
                                                                   2
                                                                           3              More
                                                                                   4
                                                                                           5
                                                      6. Computerized Portfolio Analysis
                                                          Less           About
                                                           1            the Same
                                                                  2
                                                                          3              More
                                                     7. Hot Tips                  4
                                                                                          5
                                                         Less           About
                                                          1            the Same
                                                                 2
                                                                         3              More
                                                                                 4
                                                                                         5
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