How Do I Create an Effective Job Analysis Questionnaire for Banking Roles?

Hi all,

I am doing my summer training for a banking solutions company. The main functions involve the recovery of loans and credit card amounts. My project is on "JOB ANALYSIS AND DESIGN" for coordinators, supervisors, team leaders, and managers. I have completed the literature survey part. Can anybody help me with the format of the questionnaire and what I should focus on?

Hello Snigdha,

Glad to know that you have done the literature survey. What are your aim and objectives of the survey? Have you decided on the hypotheses that you want to test? The questionnaire format will depend upon your objectives and the elements of the conceptual framework. For example, if you are exploring something, you could use an open-ended questionnaire. I have posted a project on MBO; kindly take a look at that.

Please see my post on Research Methodology (Ppt slides attached) at https://www.citehr.com/106849-research-projects.html and Author Workshops at [link outdated-removed] and my post at [link no longer exists - removed]. A Post by Prodcons also has information on Research Methodology.

Simhan A retired academic in the UK

Hi, thanks for the response.

My objectives would be:
(1) To know the roles and responsibilities assigned to the job.
(2) To understand the amount of physical and mental abilities involved in the job.
(3) To determine the level of decision-making involved in the job.
(4) To assess the importance of networking for the job.

The problem lies in people not tending to answer open-ended questions.

Job Analysis is conducted to arrive at job descriptions, where the tasks and duties of the incumbent position are investigated through designing a proper questionnaire.

You have to frame this questionnaire based on the nature of the job and the level of the job in the organization to work out the analysis of the job position and not the job holder. There is a dilemma when analyzing the job as people tend to analyze the job holder instead of the job position.

Your questionnaire should address all dimensions of the job position, including the following critical elements:

1. Job Title
2. Reporting to
3. Subordinates/Supervision
4. List of Tasks and Duties
5. Know-how to perform these tasks & duties
6. Decision-Making Authority
7. Independence of Work
8. Problem Solving
9. Working Environment
10. Physical Efforts
11. Education/Qualification
12. Experience

These elements are described in the job description information of the majority of job descriptions identified through the job analysis process, which results in job design within the organizational structure placed at an appropriate level in the hierarchy.

I hope this information will be helpful for your project.

Partha