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Indirect Questioning
ROBERT J. FISHER
Indirect (i.e., structured projective) questioning has been employed frequently in
marketing and other social sciences to reduce social desirability bias, that is, systematic error in self-report measures resulting from the desire of respondents to
avoid embarrassment and project a favorable image to others. Yet little is known
about the validity of indirect questioning in reducing social desirability bias. This
article reports on three studies that examine indirect questioning as a technique to
reduce social desirability bias on self-report measures. The effects of asking indirect
(i.e., structured, projective) questions were compared with direct (i.e., structured,
personal) questions. The pattern of results indicates that indirect questioning reduces
social desirability bias on variables subject to social influence and has no significant
effect on socially neutral variables. The social nature of the differences between
direct and indirect questioning groups, and the attribution of an undesirable trait to
an out-group but not an in-group target, supports the view that subjects projected
their beliefs and evaluations in the indirect response situation. These results are
consistent across several product categories and indirect question wordings.
affect variable means (Peterson and Kerin 1981), Research that does not recognize and compensate for social
desirability bias may lead to unwarranted theoretical
or practical conclusions about consumers' psychological
traits (e.g.. Campbell 1950; Peltier and Walsh 1990);
purchase motivations (e.g.. Levy 1981); and attitudes,
intentions, and behaviors (e.g., Mensch and Kandel
1988).
An important technique used by researchers to mitigate the effects of social desirability bias is indirect (i.e.,
structured, projective) questioning.' Indirect questioning is a projective technique that asks subjects or respondents to answer structured questions from the perspective of another person or group (Anderson 1978;
Calder and Burnkrant 1977; Robertson and Joselyn
1974). For example, marketing researchers have asked
subjects to predict the types of people most likely to eat
hot cereal (Westfall. Boyd, and Campbell 1957); to indicate the extent to which "a consumer" would react
to reference group influence (Bearden and Etzel 1982;
Brinberg and Plimpton 1986; Park and Lessig 1977);
to identify the emotional responses of the anonymous
author of a story describing a past consumption experience (Havlena and Holbrook 1986); and to state the
'In marketing research the emphasis has been on /istructured projective methods such as thematic apperception tests, sentence completion, and word association (e.g., Levy 1981; Rook 1985; for a
review see Kassarjian [1974]). Unlike the structured approach identified here, unstructured metJiods allow subjects much greater freedom
in organizing and responding to the projective stimulus. Consequently, unstructured projective questioning is particularly valuable
in helping subjects express latent motivations.
303
1993 by JOURNAL OF CONSUMER RESEARCH, Inc. Vol. 20 September 1993
All rights reserved. 0093-5301/94/2002-0010$2.00
304
STUDY 1
The effects of questioning method on social desirability bias depend on the constructs under investigation
305
distanced from their responses by the projective
method. A summary of study hypotheses related to the
effects of questioning method and anonymity on mean
scores follows:
Hla: Method of questioning has no effect on mean
personal outcomes because of the social
neutrality of this variable.
, Hlb: Indirect questioning reduces social desirability bias, resulting in higher mean normative outcomes.
H2a: Anonymity has no effect on mean personal
outcomes because of the social neutrality of
this variable.
H2b: Removing anonymity increases social desirability bias, resulting in lower mean normative outcomes under direct questioning.
Method
A 2 (questioning method) X 2 (anonymity) betweensubjects experiment was performed to test the hypotheses. A convenience sample of 184 male and female
undergraduate students was selected and randomly assigned to the conditions (46 per cell). A student sample
was selected because of the widespread study of this
population in consumer research on normative influence and other socially sensitive topics. Subjects were
contacted within a normal classroom situation and told
that the purpose of the study was to generate information to be used in the advertising campaign for a
new product targeted at college students. A fictional
new product was selected to avoid the influence of prior
beliefs on subjects' responses. A pretest indicated the
new product, an innovative stereo headphone designed
for use with Walkman-type cassette or compact-disc
players, was believable and of interest to those in the
target market." Moreover, the pretest indicated that
students perceived that adoption of the new product
had significant social implications because of its visibility and innovative features. To enhance involvement,
subjects were shown a mock-up of the new product, a
professionally designed brochure layout, and entered
in a drawing for three $50 prizes for participating in
the study.
The experimental manipulations took the form of
instructions to subjects and question wording.-* In the
direct questioning condition, subjects were asked to respond to a series of items in terms of their own beliefs
and evaluations. In the indirect questioning condition,
subjects were asked to predict the likely responses of
"a typical college student." Item wording differed be^The new headphone design was described as similar in size and
weight lo those currently used with portable stereo systems, except
that the new design does not require wires connecting the headphone
set to the player unit.
'All manipulations and measures are available from the author.
306
Measurement
After a review of the relevant literatures, 10 items
were generated to measure the personal and normative
outcome constructs. The items, worded in the first person {i.e., directly), were administered as part of a larger
data collection efi'ort to 90 graduate and undergraduate
students at another university. Two items were deleted
by corrected item-to-total correlations and principal
axis factor analysis with varimax rotation. The analyses
resulted in eight items measuring the two constructs of
interest.
Measures of the constructs were designed specifically
for the student sample and new headphone product.
For personal outcomes, a pretest on an unrelated sample
indicated that one of the new product's key advantages
was the increased freedom of movement it afforded.
This attribute was identified by pretest respondents as
being intrinsically valued, that is. desirable regardless
of the social aspects of consumption. Consequently, beliefs and evaluations of personal outcomes were measured with items such as "the new headphones provide
more freedom of movement than other headphones."
For normative outcomes, subjects were asked to indicate their beliefs and evaluations of statements such as
"students I know would have a favorable reaction if I
bought one of the new products." The belief components of the outcome variables were measured with
seven-point "highly likely" to "not at all likely" scales.
The evaluation components were measured with sevenpoint "very important" to "very unimportant" scales.
For hypothesis testing, the multi-item scales were summated to form a single indicator of each construct.
Results
Measurement. Confirmatory factor analyses were
conducted for the individual two-factor models within
Group measure
Direct {n = 92):
Personal outcomes
Beliefs only
Evaluations only
Normative outcomes
Beliefs only
Evaluations only
Indirect {n ^ 92):
Personal outcomes
Beliefs only
Evaluations only
Normative outcomes
Beliefs orly
Evaluations only
No,
of
items
Actual
scale
range
Scale
mean
SD
Alpha
4
4
4
4
4
4
47-144
12-24
15-24
0-105
0-22
0-24
109,4
20,4
21.3
36,4
12.7
92
23.2
2.9
2.6
29.6
5.8
6.4
79
.68
.73
.91
.91
.92
4
4
4
4
4
4
42-144
9-24
11-24
0-132
5-22
0-24
111.8
20.6
21.4
27.1
3.3
2.9
31.6
4.0
5.2
,81
.75
.79
.89
.82
65.8
15.9
15.3
,88
307
than the unanonymous mean (X = 10.96). No unintended main or interaction effects were found. Second,
the anonymity manipulation may have caused subjects
to feel more accountable for their responses than students in the unanonymous condition, thus causing
subjects in this group to respond more carefully (cf.
Tetlock and Kim 1987). To evaluate this possible confound, a summated four-item manipulation check was
used to measure subjects' perceptions about the care
with which they responded. Items included "1 was careful when I answered the questions on this survey." No
significant effects (/? > .10) were found for anonymity,
questioning method, or anonymity X questioning
method on response care.
Tests of Hypotheses. Hypothesis la was supported
with no main effect of questioning method on personal
outcomes (F(l,180) ^ .43, NS), with similar means in
both the direct {X = 109.4) and indirect (A' = 111.8)
conditions. Hypothesis lb was supported with a main
effect of questioning method on normative outcomes
(F{ 1.180) = 43.15, /J < .01), with the indirect questioning mean (A* = 65.8) higher than the direct questioning
mean {X = 36.4). These two results indicate that subjects
made the same evaluations for a socially neutral variable
across questioning conditions but reported significantly
lower evaluations for a socially sensitive (undesirable)
purchase motivation when asked directly.
The lack of a main effect for anonymity on personal
outcomes with indirect questioning predicted in Hypothesis 2a was supported (F(M80) = .02, NS), with
similar mean scores across the anonymous {X = 110.3)
and unanonymous (A' = 110.8) conditions. This result
suggests that personal outcomes are independent of social influence because subjects made the same evaluations for themselves as for others, regardless of the anonymity of their responses. Hypothesis 2b stated that
a reduction in anonymity will lower mean normative
outcomes only in the direct questioning condition. A
simple-effects test revealed a significant reduction
(F( I. i 80) = 3.97, p < .05) in mean normative outcome
scores in the direct questioning condition (.^anonymous
- 42.7 and .V^n^inonymoas ^ 30.1), but not in the indirect questioning condition (JC^^^nymous ^ 61.1 and
Vunanonymous = 70.5). These differences were also reflected in a significant anonymity X questioning method
interaction (/( 1,180) ^ 6.04, p < .05). There was no main
effect of anonymity on normative outcomes (F( 1,180)
= . 13, NS), with similar means across the anonymous
{X = 51.9) and unanonymous (A" = 50.3) conditions.
These results indicate the social sensitivity of normative
outcomes given the lower mean scores that occurred in
the unanonymous, direct cell. The results are summarized in Table 2 and Figure 1. Table 2 also includes the
effects of the manipulations on the individual beWei' and
evaluation components of the outcome variables. In
terms of the individual components. Table 2 reveals
significant effects for questioning method on normative
beliefs and evaluations and the anonymity X questioning method interaction only for evaluations. The larger
effect for the evaluations component suggests it is more
acceptable to predict that others are likely to approve
of a consumption behavior than it is to indicate that
this outcome is important.
Discussion
The results of this experiment suggest that indirect
questioning operates to mitigate social desirability bias
and does not systematically affect the means of variables
that are independent of social influence. Overall, the
pattern of effects implies that subjects projected their
beliefs and evaluations when responding to indirect
questions. The specific findings of study 1 are discussed
below.
The lack of questioning method and anonymity effects on self-reported personal outcomes is evidence that
personal outcomes are independent of social influence
and that indirect questioning does not systematically
bias mean scores of variables of this type. First, the lack
of an anonymity effect indicates that subjects* self-reports of personal outcomes were not influenced by the
threat of social pressure. This finding is consistent with
the asocial nature of personal outcomes and demonstrates that subjects were not concerned about the symbolic or communicational aspects of their responses (cf.
Miniard and Cohen 1983). Second, subjects made very
similar predictions in the direct and indirect questioning
groups for personal outcomes. The lack of a main effect
for questioning method on personal outcomes suggests
that subjects projected their own beliefs and evaluations
into the ambiguous response situation. That is, no systematic upward or downward bias resulted from asking
subjects to make predictions about typical others as op'
posed to making evaluations in the first person.
Indirect questioning, by contrast, produces a very different pattern of responses for self- and typical-other
questions. Mean estimates of normative outcomes varied across questioning-method conditions, and removing response anonymity lowered mean normative outcomes with direct questioning. The main effect of
questioning method on normative outcomes combined
with the absence of a main eflect for personal outcomes
implies that social desirability bias is operating on selfreported normative outcomes. The sociai nature of the
effect is evidence that the results are not due to global
variations in how subjects evaluated these outcomes
for themselves and others. If subjects simply make different self- versus other predictions, mean differences
should result for both personal and normative outcomes
across questioning methods. The significantly lower
normative outcome mean in the unanonymous. direct
questioning cell supports this interpretation because
removing anonymity only affected the mean of the socially sensitive variable. Subjects evidently felt the need
308
df
1
1
Sum of
squares
Anonymous
and direct
Unanonymous
and indirect
13.6
272.7
869.6
.02
.43
1.37
110.3
109.4
110.8
111.8
.2
2.2
20.5
20,4
20.4
20.6
26.6
.02
.23
2.81
1.4
.2
.2
.18
.03
.03
21.3
21.3
21.4
21.4
1
1
' "
1
t
1
115.8
39.619.6
5,544,0
.13
43.15"
6.04-
1
1
1
1.6
453.9
35.7
.06
18.30"
1.44
.09
52 2
1,704.4
244.3
1.62
52.777.56"
.21
1
1
.18
.02
'I
51.9
36.4
50.3
65,8
14.2
12.7
14.4
15.9
12.8
11.7
15.3
9,2
.03
NOTE.n = 184 for Study 1. The independent variables are the djchotomous manipulations while the dependent variables are the continuous manipulatjon checks.
Anon, manipulated anonymity: ques, manipulated questioning method. Although the hypotheses relate to the overall personal outcome and normative outcome
variables, the effects of the manipulations on the individual belief and evaluation components are included to provide additional detail.
p < .05.
"p < .01.
'
STUDY 2
A second experiment was designed to investigate the
effects of indirect questioning on the relationships between personal and normative outcomes and intentions.
This study was undertaken for two reasons. First, many
consumer researchers on socially sensitive topics are
interested in structural orassociational evidence rather
than mean scores {e.g., Alpert 1971; Fishbein and Ajzen
1975). This investigation could not be carried out in
study 1 because a Box's M-test revealed significant differences in the covariance matrices across anonymity
conditions within the indirect group (X" ^ 13.67, df
= 3, /? < .01). As a consequence, it would be inappropriate to pool the anonymous and unanonymous covariance matrices within each questioning group. Second, it is desirable to establish the reliability of the key
findings of study 1 through a partial replication.
'
150140130'ersonai
Outcomes n o -
Indirect
= = 2Direct
10090BO7060-
No
Yes
Anonymity
Anonymity
subjects may lower normative outcome scores when intentions are high to avoid giving the impression they
are motivated by social approval. The relationship between normative outcomes and intentions is suppressed
because social desirability bias adds systematic variance
to the normative outcome variable that is unrelated to
behavioral intentions (cf. Conger 1974). Formally,
H3a: The association between persona! outcomes
and intentions is the same with direct and
indirect questioning because the variance
common to these variables is not subject to
social desirability bias.
H3b: Indirect questioning removes social desirability variance from normative outcomes,
resulting in a stronger association between
normative outcomes and intentions under
this form of questioning.
Method
A two-group experiment was conducted in which the
single factor was questioning method. Data collection
procedures, the new product example, and the manipulation of questioning method remained the same as
in study 1. Male and female undergraduate students
were randomly assigned to either the direct {u = 170)
or indirect (n = 182) groups. This sample was drawn
from a different university than that of study 1.
Measurement
Measures of persona! and normative outcomes were
the same as those used in study 1. Intentions to adopt
Results
Before testing the formal hypotheses, an analysis of
personal and normative outcome mean scores reveals
the same pattern of differences between groups found
in study 1. Specifically, the means for personal outcomes
are not significantly different across the direct and indirect questioning groups (A'dircci = 96.7, .findireci = 101.2,
t = 1.5. NS), while the mean for normative outcomes
is significantly higher in the indirect group (Xa.tcci
= 39.4, X.^direa ^ 63.2, / - 8.72. /J < .001, one-tailed
test). As in study I. these results suggest a systematic
social desirability effect on normative outcome mean
scores with direct questioning.
Tests of differences in the estimated effects of personal
and normative outcomes on intentions in study 2 were
undertaken in two ways. First, given differences in the
ratio of the standard deviations for the predictor and
criterion variables across questioning groups, the appropriate test of differences in the relationship between
outcomes and intentions is a comparison of productmoment correlations across subgroups (Arnold 1982).
On the basis of Fisher's Z-transformation, Hypothesis
310
3a is supported with no significant difference in the correlation between personal outcomes and intentions
across groups (rawca = -432, r.ndirect = -493, z = .77, NS).
Hypothesis 3b is supported with a significantly higher
correlation between normative outcomes and intentions
in the indirect group (rdirea = -269. rindireci ^ -442, z
= 1.81, ;? < .05. one-tailed test). Second, an ordinary
least squares path analysis model was run for each
questioning-method group in which intention to early
adopt was regressed on personal and normative outcomes. This analysis was performed to compare the parameter estimates that might result from path-analytic
studies under different questioning methods (see Table
3). Congruent with the study's hypotheses, the standardized beta weight for normative outcomes on intentions is higher in the indirect (/? = .332, / = 5.19, p
< .001) compared to the direct (^ = .205, t - 2.94, p
<.OO1) groups. Additionally, the standardized beta
weights for personal outcomes on intentions are highly
similar across the indirect (,8 ^ .402, / = 6.30,/?< .001)
and direct (^ - .399,/ = 5.73, p < .001) groups.
Discussion
Study 2 replicates the mean score results of study 1
with a significantly lower normative outcome mean in
the direct condition but no mean difference between
groups for personal outcomes. These results provide
further evidence of the effect of indirect questioning on
variables that are subject to social norms and expectations. Further, subjects appear to make similar predictions for themselves and others about the likelihood
and importance of factors that are socially neutral. Together, these results support the view that indirect questioning operates to reduce social desirability bias and
has no additional systematic effects on mean scores.
The results of this study also provide insights into
the effects of questioning method on relations between
variables that are socially sensitive and those that are
socially neutral. First, the absence of differences in the
association between personal outcomes and intentions
across the direct and indirect groups supports the argument that indirect questioning does not systematically bias relationships between socially neutral variables. The covariation between personal outcomes and
intentions was not significantly affected by questioning
method. Second, subjects appear to have systematically
understated the role of socially undesirable motivations
for consumption when questioned directly.
STUDY 3
The first objective of study 3 was to examine the robustness of the earlier results across product categories
and variations in question wordings. First, the norm
against social approval as a behavioral motivation operates at a cultural level and so the tendency to underreport the influence of others should not be product
TABLE 3
REGRESSION MODELS FOR DIRECT AND
INDIRECT GROUPS: STUDY 2
Independent variables
Group
Direct (n = 170)
Indirect (n = 182)
Dependent
variable
Personal
outcome
Normative
outcome
INT
INT
.399"*
.402"*
.205'"
.332"*
Method
A pretest was undertaken to identify expressive
products that would be widely accessible within the stu-
311
TABLE 4
SCALE CHARACTERISTICS: STUDY 3
Source of influence
and measure
Others {n = 25):
SELF
BEST
TS
Friends (n = 26):
SELF
BEST
TS
Best friend (n = 24):
SELF
BEST
TS
No.
of
items
Actual
scale
range
Scale
mean
5
5
0-24
2-25
9-30
13.0
12.8
21.7
6.1
5.6
.67
.72
,85
1-22
0-26
6-30
9.6
10.7
17.8
5.9
7.1
6.9
.78
.82
.73
10.8
6.5
.78
11.3
6.4
.82
0-20
0-20
0-27
17.5
6.3
.73
13
0-11
2.78
.69
5
5
5
S
5
SD
6.4
Alpha
Overall (n = 75):
SDR
4.49
Results
Measurement
Items for the five expressive products were summed
to form a single indicator of the importance of social
influence for expressive products to simplify the presentation of the results and provide more reliable measures."* Scale characteristics are presented in Table 4.
As indicated, the internal consistency of the scales is
acceptable given that all alphas exceed .70 with only
one exception (.67).
The tendency to respond in a socially desirable manner was measured with Reynolds's (1982) short form
of the Marlowe-Crowne social desirability scale. The
scale comprises 13 culturally approved behaviors (five
worded positively and eight worded negatively) that
have a low probability of occurrence. The scale is ad^This approach dratnatically reduces the number of significance
tests but does not materially affect the overall results. Spiecifically,
using summated scales reduced the number of Ntests from 30 to six
and the number of associational tests from 45 to nine. Nevertheless,
the mean and associational results using summated scales are consistent with the individual results. For the mean contrasts, 29 of 30
individual tests were consistent with the results reported for the summated scales. Of the nine associational tests, five results held for all
five products, two for four of five products, and two for three of five
products. Individual test results are available from the author.
312
Independent
variable
(SDR)
.37.49'
.10
.32*
.34*
.16
.47'
.10
.06
Discussion
Study 3 reveals a pattern of results similar to that
found in studies I and 2 for mean scores on the importance of social approval as a consumption motive.
Individuals consistently evaluated themselves as less
motivated by social approval than typical others. Considering all three studies, the mean results are comparable across influence sources (i.e., others, friends, and
best friend), between- and within-subject designs, and
product categories. The results suggest predictable mean
differences between direct and indirect questions for
socially sensitive variables and no differences for socially
neutral variables.
The associationai tests in study 3 support the above
interpretation. First, the tendency to respond in a socially desirable manner was significantly associated with
direct measures of the influence of others, friends, and
best friend. In each case the inclination to bias responses
toward social norms resulted in lower self-reports of
social approval as a purchase motive. Second, response
tendency was not significantly associated with predictions about the importance of social approval for the
typical student, regardless of the source of influence.
Analysis of the mean scores and social desirability
effects on indirect questions in which the predictive target was the subject's best friend suggests that the responses were affected by social desirability bias in the
same direction and degree as direct questions. First, no
differences were found in the mean scores between selfand best friend predictions across the three influence
sources. Second, the tendency to respond in a socially
desirable manner was found to have a significant negative effect on best friend predictions when the source
of influence was others and friends. These findings support the proposition that subjects engaged in classical
projection by denying an undesirable trait in themselves
and their best friend but attributing it to a socially distant other.
The one inconsistency in study 3 results is the finding
of no significant effect of response tendency on best
friend predictions when the source of influence was the
best friend's best friend. This result may have occurred
because of the unique nature of the prediction required
for this question. To simplify the indirect wording it
was assumed that the best friend's best friend was the
subject. On this basis, the question stem was "It's very
important to MY BEST FRIEND that / approve
of . . ." The anomalous finding may have occurred
because the social norms governing the subject's influence over his or her best friend are different than the
norms affecting other influence sources. Specifically, it
OVERALL DISCUSSION
Overall, it appears that indirect questions can be
constructed that are not significantly affected by social
desirability bias. All three studies produced results consistent with the theory underlying indirect questioning.
First, responses to indirect questions in which the projective target is a typical other appear to reflect the self
as predicted by classical projection theory. Studies 1
and 2 found that subjects made systematically different
predictions for themselves and typical others for the
socially sensitive variable but not for the socially neutral
variable. The lack of systematic differences in both
variables for self- versus other predictions suggests that
the effect is not related to global subject-target differences. Additional support for the projection hypothesis
was found in study 3. Consistent with classical projection theory, subjects attributed an undesirable trait to
a typical other and denied the trait for themselves and
their best friend.
Second, the research provides some guidance as to
the use of indirect questions to measure socially sensitive variables in consumer research. Although they
are not a measurement panacea, indirect methods may
increase our knowledge of the social context of purchase
behaviors when used in conjunction with direct questions. Specifically, using both types of measures should
increase our understanding of the significance and direction of social norms governing a behavior. Also, the
use of two measurement approaches is consistent with
the recent call for multitrait-multimethod (MTMM)
matrices in consumer research (Bagozzi and Yi 1991).
The MTMM approach enables researchers to partition
systematic variance into its trait and nontrait components, providing more rigorous evaluations of construct
validity and increasing the reliability of parameter estimates.
313
combination of unanonymous research settings and socially sensitive topics may be particularly troublesome.
Additionally, individual differences in subjects' susceptibility to social influence may cause systematic
variations in perceived anonymity and the strength of
social norms governing a behavior. For example, because drinking and drug use norms are likely to vary
by sex within the undergraduate population, research
on this topic may find very different results depending
on whether a same- or opposite-sex interviewer is used.
Also, since susceptibility to social influence decreases
with age (Park and Lessig 1977), the bias may vary systematically from juniors to seniors in the undergraduate
population. Longitudinal research or designs that use
age as a predictor may reach false conclusions because
the systematic effects of social desirability bias are exacerbated by the research design.
Further research is needed to examine the distinction
between projection and prediction more closely. Despite
the methodological difliculties associated with the task
(Holmes 1968). research is needed to distinguish between variance related to the self and variance related
to the predictive target in indirect questioning. Also,
future research is needed to investigate the impact of
factors such as information availability (Davis. Hoch.
and Ragsdale 1986). task involvement and accountability (Tetlock and Kim 1987), and explicit instructions to make objective predictions about others.
CONCLUSION
The three studies reported here differ significantly
from prior research on social desirability bias and indirect questioning. First, the experiments provide a
comparison of direct and indirect methods through
structured measures that difltr only in wording "directness." Second, the studies incorporate variables that
are a priori designated as either socially neutral or sensitive. Third, the studies provide evidence of the effects
of social desirability bias on both mean scores and as-
314
sociations between variables. Fourth, the studies provide insights into the generality of effects across product
categories, influence sources, and experimental designs.
Overall, the research contributes to our understanding
of the validity of indirect questioning as a technique
for reducing social desirability bias and insights into
how consumers make predictions about others.
[Received August 1992. Revised February 1993.]
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