Phase II questionnaire travails

Wow.

The project is even more challenging / tough than I'd first anticipated. First off, 'good show' to a lot of teams that came up with credible websurveys of their own.

The job of patching together a 'common denominator' questionnaire for phase II  by picking up the 'best' bits from everywhere isn't easy. Lots of culling and cutting out and rewriting and editing and everything all over the place. And at the end of all that, am not sure what the final product will look like. Time will tell.

And the fact that we lost precious time in simple admin things like group-formation are now coming home to roost. This sort of thing would ideally require more time and thought.

I hope to be done early and on time. Would like to have phase II launch by as early as Tuesday, hopefully. Let us see.

At present, the survey has 34 questions from 8 sections (including demographics).  Have attempted to look more at 'savings in the long-term including retirement planning' rather than retirement planning per se as some may confuse one as very different from the other and get the questions wrong. Many products are being sold through banks as a conduit, it seems. The options available are so wide and colorful, its amazing and disconcerting as well. Am focussing on 3-4 major asset classes - Equities including MFs and SIPs, Housing, Insurance and fixed income annuities including pension plans, FDs and Gold.


Shall post more updates about my thoughts as progress happens.

Sudhir