6 Steps to Perfect Qual Series: Step 2 – Qualitative Research Recruitment | New White Paper from L&E

6 Steps to Perfect Qual

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Step 2: Qualitative research recruiting

How do you get the best insight? You recruit the best possible participants.

This L&E trust guide shares the power behind quality recruits with a series of best practice steps.

Turn these qualitative recruitment best practices into actionable plans to lead your clients to true insight.

This paper includes:

  • Critical steps and valuable tips in getting the right participants
  • Leading techniques taking advantage of new (and old) resources
  • Leveraging the best technology in recruitment software
  • Support for finding those rare, hard to reach people for quality insight

To continue reading, download our latest white paper by clicking here (no form to fill out).

Crossing borders? How to set your research subjects at ease

With qualitative research projects now matching the scale of quant, technology has become key for crossing borders, and putting the researcher (and the stakeholders) in the room with the participants.

With video and online communities (which are often mobile and at the consumer’s fingertips), it’s easy to share and discuss concepts and ideas remotely. These methods allow you to achieve the same level of understanding as from a face to face group, from anywhere in the world. The tools also offer a clear look into participants’ behavior, emotions, beliefs, preferences, and perceptions. But, technology can’t do all the work.

How can a moderator be sure to get the same connection and generate the same atmosphere in a remote setting as with a face-to-face? The moderator must work alongside the technology to overcome the barriers presented in remote qualitative research, as Ray Fischer from online qual platform Aha! says:

“One of the most important factors for remote or online study success is the human connection between the moderator and the respondent, despite not being “live” face-to-face. This connection can be easily achieved by a brief moderator video introduction that tells the respondent some personal details about the researcher, what the study is about, and what the expectations are for the participant. On the flipside it makes sense to also have the respondent do a little video intro recording from their smartphone or webcam, sharing a little about themselves and perhaps begin to touch on the product category, as well.”
– Ray Fischer at Aha!

The flexibility of remote research allows the moderator to connect with participants from anywhere in the world, at any time, with a much quicker set up compared to a face-to-face. It allows for a larger sample, which can be much more diverse. It’s also often easier. The interview or focus group can take place within the participant’s normal environment, using the software they use on a daily basis (or even while they’re out and about). And of course, remote research is far less time consuming and less costly.

Here are some tips for a successful remote qualitative research project.

  • Check the tech (but mostly the participants). Technology has advanced so much that it can be completely trusted to serve its purpose in a research environment. However, just because the moderator is familiar with the devices used, doesn’t mean the participants will be. Take the time to brief the participants to make sure they are comfortable with the technology so to avoid interference within the research or the results.
  • Never skip the introduction. In this case, the intro is more important than ever. In any case, it’s still one of the most critical moments of a focus group. It’s the opportunity for the moderator to build rapport with the group while also establishing authority. Introductions make a virtual environment more personable, and create comfort within the group. This is most important when the moderator cannot be seen in person.
  • Offer continual guidance. The moderator should guide the participants step by step throughout the entire process. For example, participants should be notified when recording will start, and they should be instructed on equipment used throughout the process (e.g. ‘Please look directly into the camera at all times’). Be very clear and upfront about expectations and the tasks ahead.
  • Create a comfortable environment. One of the best ways to get the participant talking is to ask them questions about themselves. This is even more important in a less personal environment, such as through a camera. Asking about their interests will get them to open up more throughout the remainder of the study. Then, keep them talking by encouraging storytelling techniques throughout the conversation, such as “Tell me about a time when…”.
  • Embrace the silence. Even a short pause might seem long when the participant is remote. Keep in mind that a pause is good, as it allows consumers to think and reflect.

Running a qualitative research project from a remote location has become the norm, but it requires the right preparation to guarantee project success. So, if you’re thinking about running a remote project, make sure to read our white paper on Emerging Methods in Qualitative Research Technology, as well as our Qualitative Research Design paper.

Renee’s Takeaways – Get the scoop on L&E’s Qual Research Design Webinar!

6 Steps to Perfect Qual Webinar Series Summary

Step 1 – Qualitative Research Design Webinar – Webinar held on January 17, 2018

What a great kick-off to the year with the first webinar in our series, Qualitative Research Design!  We were fortunate enough to spend some time chatting with three very knowledgeable and engaging panelists – Tia Maurer, Group Scientist, Procter & Gamble, David Harris, Author of The Complete Guide to Writing Questionnaires: How to Get Better Information for Better Decisions, and Jim White, Founding Partner, Reality Check.

In this webinar, we focused on Q&A that might help shed some light on common issues or questions that can arise during the process of designing research.

Here’s what our panelists had to say!

  1. The first point we touched on was the process of considering if market research is a necessary step to solving a business problem or question. How do you do that?
  • Can the question be answered with existing data or knowledge? Don’t re-invent the wheel, use it!
  • Research planning is critical! Write out a paragraph or two that tells what the tension/problem is, what is the current state of affairs, what do we already know, etc. By doing this, it can help you in defining the decisions that the research will support.
  • Ask your client right out of the gate, “what decisions are you trying to make, and what actions do you plan to take once you have the information?”
  1. Let’s say a problem/issue has been identified, and research IS the next step. What methods can we use to get the “why,” or the problem that is driving the research?
  • Get it down on paper! Ask questions such as “why are we thinking about doing research, what do we already know, what is the research question, and finally, what does success look like for us?”  Write out the questions, and discuss them as a team.  Biographer David McCullough is quoted as saying “writing is thinking.”

3. Once a problem/issue has been identified, how do we decide which methodologies are going to be most useful in helping  us get to the answers?

  • Use tried and true methods that you have had success with in the past
  • Ask for suggestions from both internal and external resources, such as suppliers. How might they tackle the research?
  • Find out what your client is comfortable with, and how they expect the findings/information to be presented to them.
  1. As many of us know, we have a plethora of new technologies available to us today to help with conducting MR. Which is the most valuable?
  • Online qual!  You can cast a much wider net in terms of reaching people, having them upload videos and pictures.  We can get deeper insights because people are doing it from the comfort of their own homes.
  1. One last piece we touched on, was the shift toward more behavioral research versus attitudinal research. Why do we think it’s going in this direction?
  • The reason is simple, what people say, and what people do don’t always match up.
  • A person’s recall is much better when they’re in the environment where they normally do a task, while they are actually doing it.
  • When we take this approach, we’re talking to people about what really matters to them, and understanding their relationship with a brand.

One last thought that all of our panelists agreed on is to always remember the fundamentals of research.  The newest and best technologies are not always the best approach to get to the information you need!

We hope you found this summary to be helpful! To listen to this webinar in its entirety, or to download a free, transcribed version, click here. 

Be on the look-out!  For your convenience, I’ll be summarizing all of L&E’s upcoming webinars, as well as regularly sharing information about relevant qualitative research topics, trends, and technologies.

Until next time!

Your Research Design Engineer at L&E,

Renee Wyckoff

6 Steps to Perfect Qual Series: Step 1 – Qualitative Research Design | New White Paper from L&E

6 Steps to Perfect Qual

White Paper Download

Step 1: Qualitative research design

With an optimized research design, a small consultancy can really punch above its weight.

This first official L&E trust guide shares the path to an optimized research design to start you out on your qualitative journey.

This paper will guide you through qualitative research design best practices to guarantee actionable insight for your client’s needs.

  • How to define the client problem and structure the “big question”
  • The right methodology for the right solution
  • How to create moderator guidelines and define sample sizes
  • Choosing a facility location
  • Technology that is changing the nature of qualitative research
  • The expertise behind Research Design Engineers

To continue reading, download our latest white paper by clicking here (no form to fill out).

Webinar Recording | 6 Steps to Perfect Qual- Step 1: Qualitative Research Design

6 Steps to Perfect Qual – Free L&E Webinar Series

On January 17, 2018, L&E hosted our first webinar in our “Six Steps to Perfect Qual” webinar series for 2018 with Tia Maurer, David F. Harris and Jim White as our panelists. The first step in our series focused on qualitative research design and its importance to great qualitative research.

Miss out on this webinar? Not to fear, you can view the webinar recording here.

To continue reading, download our latest white paper by clicking here (no form to fill out).

L&E Research Announces New Technology Partnerships

Raleigh, NC – August 31, 2017 – L&E Research, the preferred choice for recruiting and facilities in the qualitative market research industry, is pleased to announce its new partnerships with leading technology companies Aha!, IDG (Informed Decisions Group), Isobar and LivingLens. 

“The latest Corporate Researcher Report from Quirk’s suggests there is a considerable gap between the qualitative methodologies clients are curious about and what they’re actually using.  Newer methodologies like virtual reality, biometrics (including neuromarketing), and online qualitative software still face questions from corporate researchers. That gap is continuing to close and companies are looking to find new ways to get answers to their questions better, faster and whenever possible, at a lower cost,” said Brett Watkins, President of L&E Research. “We are excited about these new offerings we can provide to our clients in the methodologies of virtual reality, video analytics, online emotional measurement tools, in-the-moment online tools and L&E’s own 360° streaming.”

“Aha!, IDG, Isobar and LivingLens are the most forward-thinking leaders in qualitative technology, and we’re proud to partner with them to offer our clients a wide array of choices to solve any qualitative research challenge. L&E’s unique team of Research Design Engineers (RDEs) who are trained in the latest qualitative methodologies and the latest technologies used to execute them, help guide clients toward finding the right answers to solve their business problems. With L&E’s combination of talent and technology, we’re a one-stop shop for clients and their qualitative research needs.”

About L&E Research

L&E Research specializes in qualitative research recruitment and provides additional qualitative market research solutions including focus group facilities, online qualitative technologies and more. L&E is headquartered in Raleigh, NC and has been named to the Inc. 5000 list of fastest growing private companies in the U.S. multiple times. In addition to a virtual presence nationwide, L&E has physical office locations in 7 markets, including Cincinnati, OH; Columbus, OH; Charlotte, NC; Minneapolis, MN; Raleigh, NC; St. Louis, MO and Tampa, FL.

Contact:

Michelle Landmesser
Vice President of Sales
L&E Research
919-256-9610
www.leresearch.com

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AI and Automation

AI and Automation – More Time for the Good Stuff.

AI and Automation.  These are terms that were first associated with big data, then with structured data, and now with small unstructured data (read “qualitative”).  The capabilities of AI and automation are filtering into most aspects of the qualitative process.  And the result is qualitative research that is often cheaper, faster, and – recognizing that this word is subjective – better.  But more importantly, it opens the analyst’s time for the good stuff – solving the client problem.

Here are a few ways our qualitative life is being changed by automation and AI.

  • Sampling – sample providers are using API’s to integrate with qualitative platforms to enable fast, efficient, and cheap access to consumers for a variety of qualitative approaches: communities, IDI’s, online groups and emerging hybrid approaches.
  • Data collection – Online platforms for qualitative and hybrid approaches  allow for quick turn qualitative research unimaginable a few years ago. Need to conduct 12 groups globally in a day? Done.  Need to test concepts with 1000 people and get qualitative feedback in 24 hours? Done.  Need to conduct “micro-communities” for a week on new positioning? Done.
  • Moderation – the emergence of talent marketplaces now gives buyers the ability to become research DJ’s; to mix the right individuals with the right skillsets globally with the right technology to meet the business need in real time and all online. Qualitative research is entering the “Democratization Age”, where technology drives the human elements as much as it does the data collection process.
  • Analysis – advances in AI, text analytics and data visualization tools now allow for the fast (within seconds, literally) categorization, clustering, thematic discovery, emotional analysis and even voice or facial analysis of responses as part of the tool kit. This makes the analysis of transcription, video, image and voice data as easy as running basic descriptive statistics in quantitative data.

It’s important to note that the effectiveness of all these tools are dependent on the right people, talking about the right things, in the right way.  Recruiting, study structure, and moderation are still critical elements.  AI and automation are still only as good as the thoughtful humans directing it. The advancement in these tools are drastically reducing the human time and effort it takes to gather and analyze qualitative information while improving the types of information and volume of information that can be analyzed.

This leaves the analyst with more information to work with and more time to focus on the implications of the insights to address the business issue.  Isn’t that what we really need – more time for the good stuff?

Virtual Reality in Marketing Research

Few developments in technology are as compelling as Virtual Reality (VR). This technology represents a completely unique way to experience life. My first experience with VR was about 4 years ago at a conference. When I put the headset on, I experienced my own personal case study for System 1 and System 2. One part of my brain knew exactly where I was (standing on a floor in a boring conference room in just another conference hotel), the other part knew exactly where I was (60 feet in the air, standing on a small pedestal with no handrails) – and it was two separate places – with two VASTLY different emotions.

It’s probably useful to have a quick definition.

Virtual Reality is a computer-generated simulation of a three-dimensional environment that can be interacted with in a seemingly real or physical way. This is done with a headset and/or gloves with sensors in them. For now, VR is primarily about touch and sight.  Sometimes sound is incorporated but rarely smell or taste.

This technology has become easily accessible in the past year or so as headsets have dropped from $40,000 in 2014 to just a few hundred for a nice headset today. Programming the environment is easier and cheaper (but still not cheap). We are quickly moving from prohibitive to accessible.

The most beneficial application of VR is the ability to interact with something that does not exist or is rare in the real world. Even more practically, the benefit is more focused on things that would have either of two characteristics; a place/thing that is expensive to create or an experience that is rare or nuanced.

A person can walk around the new store layout, without the store. Check the usability of a new hotel room without a hotel room. Sit in the brand new Corvette, without a car. All these are great use cases for VR, in that the cost to develop a virtual store, hotel, or car is way less than a real one.

The next blockbuster use case for VR is ethnography for rare and nuanced experiences. First aid products are one of the more important products that we have in our home, but (thankfully) rarely used. VR can be used to create moments when that product is necessary without anyone actually being hurt. We can then see the reactions and the opportunities to improve products without causing injury.

Another similar use case is identifying triggers for behavior change. As we all know, this is difficult at best and small variations can be the tipping point that creates change. VR can be used to test effectiveness of these programs. In VR, behaviors can be seen to their logical outcomes without the downside of experiencing those outcomes. For example, you can get a “virtual disease” and see the effectiveness of various compliance programs.

There are several other benefits for VR. A quick few are that the experience created can be in the same environment for everyone, and therefore less unexplained variance. Difficult to reach audiences, based on security or health, can be brought into the research process with VR. And other tools, such as facial coding and eye tracking, can be integrated for deeper understanding of the consumer experience.

There are a few things to consider when looking at VR projects.

  • The technology is getting a lot cheaper, but the programming can be quite expensive.
  • The broader the virtual world, the more expensive the programming.
  • The cost/benefit does need to be weighed. Not a lot of people have access to the technology, so the researcher will have to provide access – either through a central location or providing to each person in their location.
  • Be aware of potential health effects. If the environment has situation that could be dangerous in a virtual world, the reactions of the body can be similar to those in the real world.

VR is here to stay and will continue to make inroads into the research process and business issues. It is estimated that the VR market will be $150 Billion within the next 3 years. And with the new programming tools and improved hardware, researchers will be able to do more with faster and greater reach into the consumer brain. Therefore, brands will be able to do more with their product development and marketing dollars, particularly when the target audience is hard to get into a single location.

Webinar Recording | More Insights, Tools and Techniques for Writing Better Screeners

Writing a high-quality screener is critical to getting the right respondents for your qualitative research project. Since screeners are actually short questionnaires, why not apply the same skills and techniques to developing your screeners? On May 12, 2017 L&E hosted a webinar with David F. Harris, author of, The Complete Guide to Writing Questionnaires: How to Get Better Information for Better DecisionsDavid provided detailed examples of how to improve your screeners to get better respondents for your qualitative research.

Webinar Presentation

To download a PDF copy of David’s presentation from the webinar, click here.

Webinar Recording

About David F. Harris

David F. Harris conducts qualitative and quantitative research for companies in a variety of industries. As founder of Insight & Measurement, he also conducts training and consulting on questionnaire design and screener development. He is author of, The Complete Guide to Writing Questionnaires: How to Get Better Information for Better Decisions. He received his B.A. from Reed College, in Portland, Oregon, and his M.A. in Quantitative Psychology from the L. L. Thurstone Psychometric Laboratory at the University of North Carolina at Chapel Hill.

Emotional Measurement in Qualitative Research: Key Considerations

Prefrontal Cortex, Limbic System, System 1, Behavioral Economics, Emotional Quotient – all phrases that didn’t matter in the market research industry until recently (the definition of recently being up for debate). The point is, market researchers have learned that emotions play a critical role in consumer behavior and satisfaction.

Knowing that emotions play a role and knowing which emotions play what role are two very different things. While no one has all the answers to this problem (and all the answers may not even exist), here are some issues to consider when you take on the task of understanding emotions in a business context.

  • Segmentation: It’s not news that people are different from one another. But particularly with emotional measurement, the emotions that people feel about a category, product, or brand are often related to their degree of engagement. For example, heavy users of Apple have a different and deeper emotional connection to the products and brand than moderate users of Apple. In addition to engagement, the emotional nature of the individual person can play a role in the connection to the brand. There are several ‘personality traits’ type models that can help structure the understanding that comes through qualitative research.
  • Context: When delving into the emotions elicited by a category, product, or brand – context can be incredibly important depending on the nature of the product and the situations in which the product is used. Some products are personal by nature in that there is not much social interaction related to the product. Cleaning supplies are a reasonable example in that they are generally used in a private setting (Saturday morning around the house) and not part of a large social effort. In contrast, birthday cakes are almost always used in a social setting – be it large or small. The emotions elicited by either can be generally viewed as the emotions in any situation where these products are used. But let’s take the example of coffee. Coffee is sometimes used in personal settings and sometimes in social settings. The emotions elicited in each can be very different from each other with the exact same product.

  • Conscious: Many of the System 1 approaches would have you believe that all emotions are nonconscious or the decisions made from these emotions are all nonconscious. While this may be true for some people, most can articulate real emotions with a modest degree of depth and accuracy. Happy vs. Sad, Scared vs. Comforted, etc. In situations where nuance is not warranted, in depth interviews (and a good tool kit from a moderator) may be sufficient to uncover the emotions and emotional drivers for a project.
  • Nonconscious – Implicit vs. Biometric Measures: In those cases where nuance is required or the respondent may be either unwilling or unable to understand or articulate, implicit association and biometric feedback are the two categories of tools that offer the most insight. A distinction is made here because definitions of these two words are wavering – Implicit is any tool that delves into nonconscious emotions but does not measure some component of the body in doing so. For (at least our definition of) implicit, the tool kit is generally an implicit association test or metaphor elicitation. There are several good tools and techniques that fall in or near these definitions. Biometric feedback has made important advance in quality and cost over the past few years and is therefore being used by more and more clients. The most common of these tools are eye-tracking and facial coding. Others that are reasonably available for qualitative research include Galvanic Skin Response, EEG, fMRI, and heart rate monitoring. While these are still early in their evolution and there is much to learn, these tools can help researchers understand emotions and emotional triggers.

Emotional measurement is difficult. However, with guidance and tools, it is easier than it ever has been, and these tools make a useful addition to the qualitative researcher’s toolkit to help deliver deeper insights that deliver greater business value.