L&E Webinar Recording | How to Write Better Screeners to Get the Right Respondents

Take the time and struggle out of writing screeners and start getting the right respondents for your qualitative research.

Screeners are ultimately short questionnaires. But unless they are written extremely well, the quality of respondents will suffer. On May 13, 2016, 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 Recording

Webinar Presentation

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

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.

How to Choose a City for Your Market Research Project

One of the most critical elements to ensuring market research project success is to make sure you have the right respondents. Whether your project is qualitative or quantitative, if the participants do not have the information you need – or can’t express it – you’ve lost not only a battle, but the war. In addition to clearly specifying the characteristics and specifics about your qualified respondents, the location of your research is also important.

Here are eight tips for choosing the right city for your research project:

1. FISH WHERE THE FISH ARE! First of all, choose cities where your respondents live. If you need to speak to gardeners with slug problems, you might consider cities in Oregon and Washington. If you are looking for condo and apartment dwellers, look to urban areas. This will save you time and recruiting costs, as well as make your respondents much more representative of the norm.

2. CONSIDER REGIONAL DIFFERENCES. If you want to talk to air conditioning purchasers, you will look for cities in hot climates. However, think about the different demands on air conditioning between the high-humidity south and the arid southwest and choose wisely.

3. FACILITY FEATURES AND CAPABILITIES. All focus group facilities are not created equal, so you have to know what you need – and what will not work for you. Some facilities have big rooms; some have smaller rooms. Some have a lot of technology and some very little. If you need a test kitchen with certain equipment, you may not have a large selection of facilities. Some have better client space. Some are great at recruiting. Over the course of a career, market researchers see many locations. So get the skinny from the facility itself and then ask around for recommendations.

4. TIME YOUR GROUPS FOR SUCCESS. Timing of your groups is important, so take into consideration the possibility of inclement weather or other environmental
events, as well as local festivities that might impact recruiting as well as client
convenience. Avoid possible bad weather in the winter by switching to cities in
milder climates.

5. CONSIDER SMALLER MARKETS. Smaller cities may be just as effective for your
group as larger cities and may be simpler and easier to manage. Additionally,
depending on your category, respondents in smaller cities may be more typical in
their purchasing decisions and less likely to be “professional respondents.” Smaller
cities might be less popular for fewer dining and entertainment options,
as well as being a little more limited for travel optons, but they provide an excellent option for many projects.

6. THE POWER OF THE FAMILY. Facilities run by the same company in several cities can be easier to work with than independent facilities in each city. These facilities have similar processes and excellent communications between their teams in different cities, so you’ll get the benefit of their collaboration. You will not have to
coordinate all of the different facilities – they will do it for you. This saves you much
time and effort and increases the probability of a successful project.

7. FUN THINGS TO DO IN THOSE CITIES. Man does not live by bread alone, and most clients enjoy a break from the focus group facility once in a while, too. So dining and entertainment options near the facility may be important in your choice.

8. OTHER MISCELLANEOUS REQUIREMENTS. Of course, there will be factors outside of your control that can also influence the cities you select for your market research project. Travel time and cost, personal preferences, proximity to headquarters locations or manufacturing plants, being at a conference for recruiting respondents – all can become important in choosing a research project location. However, choose the set of possible locations first based on what will deliver the optimal information – and then evaluate the cities against any additional criteria.

If recruiting the best respondents is a critical success factor for research, choosing the optimal location is an important factor in successful recruiting. Don’t just default to a favorite facility because it is easy – intentionally and thoughtfully choose your research locations to meet your project goals and objectives. After all, it is not about the location, it is getting the insights you need to make your business successful that actually matters.

Why Qualitative Research is Necessary to Add Meaning to Big Data | New eBook

“Businesses are drowning in data but starving for insights. Worse, they have no systematic way to consistently turn data into action.”

-“Digital Insights Are the New Currency Of Business”, Forrester Research, April 2015

“Big Data” is the term used to describe how advancing trends in technology will change the way information is delivered to businesses. A lot more data now exists. In fact, industry pundits note that 90% of the data that exists today was created in the last two years. And, with the sheer volume of social media and mobile data streaming in daily, businesses expect to use Big Data to aggregate all of this data, extract information from it, and identify value to clients and consumers.

The potential value for brands using these data assets is huge, but the opportunity of Big Data is also its challenge. We are drowning in data. And tweets, posts and video are not the structured data that fits well into relational databases for traditional querying. As a result, Big Data requires new ways of thinking about how to store and analyze information to extract insights, and turn those insights into actionable decisions.

The market research industry, especially qualitative research, has a key role to play in unlocking the value of Big Data, because when it comes to understanding consumers, market researchers are hard to beat. This is not about market researchers simply adding the ‘why’ to the ‘what’ of Big Data. There are much bigger roles for market researchers to play when it comes to Big Data.

Read more about the role market researches can play in in downloading our new eBook, Why Qual is Neccessary to Add Meaning to Big Data.

In Qualitative Research, Size Does Matter!

In qualitative research, variety is the spice of life. Moderators are particularly sensitive to the number of participants in their groups. Some firmly believe that twelve is the right number. Others are more comfortable with eight. The reasons for these preferences include:

  • CONTROLLING THE GROUP. Each moderator has their own style and way of handling group interaction. Every group has their chatterboxes, the shy ones, the negative ones, and the ones who try to take over the group for their own purposes. Each moderator knows best what works for them in maintaining a productive environment in the focus group room.
  • MINIMIZING “GROUP-SPEAK”. Focus groups are frequently criticized for the phenomenon known as group-speak. Basically, group-speak happens when there is a strong participant, and the other participants simply go along with what that person is saying, rather than expressing their own opinion. A good moderator overcomes group-speak by building rapport quickly, continually monitoring the room, expertly reading body language and encouraging dissident opinions. Another way to minimize group-speak is to reduce the number of participants. It’s easier to hide in a crowd!
  • HEARING ALL THE VOICES. Your moderator’s goal is to hear honest and frank opinions from every group member to strengthen the insights that result. The number of participants in the group is a key part of this equation for the moderator and – again! – every moderator knows what works best for them. Forcing a moderator to include more participants than they are comfortable with so you “get your money’s worth” is only going to result in less or poorer quality information.

Often, focus groups are not the only answer to a qualitative question, although they are very popular. You need to consider your research objectives, and at the heart of it, the type of discussion and behavior you want to understand. In qualitative research, there
are other alternatives to the traditional focus group that you should keep in mind:

  • IN-DEPTH INTERVIEWS (IDIs): In person one-on-one interviews conducted at a focus group facility give you the chance to focus on the individual, avoiding the distractions of the other focus group members. After all, if it is just the moderator and the respondent, there is nowhere to hide! In-depth interviews are excellent for very sensitive or personal topics, as well as topics that typically involve individual assessment and decision making. Additionally, in-depth interviews are often used in business-to-business research where respondents may not be easily scheduled into a group, or there may be concerns about speaking openly in front of their competitors.
  • DYADS AND TRIADS: Two or three people are recruited to participate in discussions at a focus group facility. Dyads and Triads are often used where the decision making process for a particular product or service is shared, such as in the case of spouses or parent-child decision making. Dyads and Triads avoid most of the weaknesses of focus groups while showcasing the interaction between the parties evaluating the topic or making the decision.
  • MINI-GROUPS: Typically defined as groups with four to six participants, minigroups fill the gap between triads and full focus groups. Mini-groups are often used when the qualified participant is very rare or unique, and recruiting costs become prohibitive. Additionally, participants in mini-groups may feel more secure about offering different or dissenting opinions because there are fewer participants.

Your focus group facility should have a variety of settings to accommodate groups of all sizes in comfort and in an environment that promotes vigorous and creative discussion. The key question in deciding what size group to use is, “What are you trying to learn?” Consider your research objectives, think about how your target audience behaves, and then listen to your moderator, who will have the experience and expertise to guide the research design to meet your project needs.

Asking Better Questions for Better Market Research

You know the expression “Garbage In, Garbage Out?” Well, that applies to marketing research as well. One of the key pieces in any research project is the questionnaire. Whether it is in the form of a survey, a moderator’s guide or a one-on-one interview, the questions you ask are a critical success factor for developing insights and delivering meaningful, actionable results. So, if you aren’t asking the right questions, you won’t be able to meet the research objectives effectively.

David F. Harris, author of the book The Complete Guide to Writing Questionnaires: How to get Better Information for Better Decisions, has led multiple workshops at L&E where he shared his concerns about questionnaire quality and offered tips to attendees to improve their research quality.

1. KEEP IT SHORT: Longer surveys lead to incompletes, higher incentives, and lower response rates. And yet, marketing researchers routinely design surveys that take 20, 30, or even 45 minutes to complete. Focus on what’s needed to make the decision and limit your questions to gathering only that information.

2. KEEP IT SIMPLE: Surveys that are too complex are almost as bad as surveys that are too long. Avoid questions that are too wordy, response lists with too many choices, and matrix questions with too many entries. All of these make the survey more difficult to complete, and result in questionable data.

3. ASK QUESTIONS THAT YOUR RESPONDENTS CAN ANSWER: It is critical that the questions asked are within the expertise of the respondent. For example, don’t try to ask someone why they bought a product if they were not the decision maker. Either adjust your questions to what the respondent knows or change your sampling.

4. DO QUALITATIVE RESEARCH TO HEAR THE VOC: Qualitative research is invaluable in determining the correct questions to ask of a population. Not only do you learn what language they are comfortable using, but you can explore what is important about a particular experience, as well the metrics that they use to evaluate the experience. Businesses often resist conducting qualitative to prepare for quantitative due to the added expense and time, but it is far better to invest in qualitative research than to conduct a quantitative project with bad results.

5. AVOID LEADING QUESTIONS: Several years ago, a Pew Research survey asked people whether they would: “favor or oppose taking military action in Iraq to end Saddam Hussein’s rule,” 68% were in favor and 25% were opposed to military action. However, when the question was asked “favor or oppose taking military action in Iraq to end Saddam Hussein’s rule even if it meant that U.S. forces might suffer thousands of casualties,” the results changed: only 43% said they favored military action while 48% said they opposed it. By adding the possibility of U.S. casualties, the authors influenced the outcome of the results.

6. AVOID DOUBLE NEGATIVES: You wouldn’t never do this, right? You would? You would what? See the problem? Double negatives are confusing. Just don’t do it!

7. OPEN OR CLOSED? IT DEPENDS: Closed questions (those where the scale is spelled out) are usually easier for respondents to answer, but if you don’t have the right response categories – and all of them – you might miss important data. Moreover, don’t make the mistake of assuming everyone will write in their responses in the “other” response – they just don’t. So, if you don’t know what they respondents might say, go with open-end questions.

8. SHOULD YOU FORCE A CHOICE? THE ROLE OF NO OPINION: Forcing a choice means just that – developing a question and response that forces the respondent to have an opinion. Here’s an example: Are you for or against gun control? Yes or No? Gun control is a very complex issue, and all respondents might not be prepared to answer yes or no. In some cases, it is better to include a “no opinion” or “don’t know” response because it allows for more accurate data.

9. NUMERIC ANSWERS – TO LIST OR NOT TO LIST: It is always easier for respondents to select an answer from a list, but you have to be sure you can develop a list with the correct responses in the correct base. If you are not sure, just collect the numeric data.

10. MAINTAIN LOGICAL ORDER: There are two issues addressed by maintaining logical question order. Again, it makes it easier for respondents to complete the survey. Second, it helps you collect more accurate data. If you want to ask about headaches in the last 30 days as well as the most recent headache experienced, ask all of your questions related to headaches in the past thirty days and then the questions about the most recent headache. Bouncing back and forth between the two time periods may confuse your respondents!

11. ASK ONE QUESTION AT A TIME: How would you answer this question:

 Is orange juice nutritious and delicious?  Yes or No

What do you answer if you think it is nutritious, but you don’t like the taste of orange juice? Ask the questions separately: Is orange juice nutritious? Is orange juice delicious?

12. USE FORMATTING TO IMPROVE READABILITY: Italicsbold, underlines – anything you can do to make the survey easier to understand will make it a better experience for respondents and help them give you more accurate responses.

13. WHEN ASKING BEHAVIOR FREQUENCY, SPELL IT OUT: How would you answer this question:

 How frequently do you shop for groceries: Very Frequently, Frequently, Infrequently, or Very Infrequently?

Betty goes grocery shopping once per week, and that seems to be less than her friends, so she responds “very infrequently.” Joe, on the other hand, also goes shopping once per week, but he lives alone and feels that he should be able to go less frequently, so he responds “very frequently”. Same frequency, different response. Be sure respondents are going to be able to respond with accurate metrics.

14. USE BALANCED SCALES: One of the most frequently used scales is “Excellent, Very Good, Good, Fair, Poor.” This scale might work very well in grading students, but it doesn’t work as well for marketing research because it is not balanced: there are three positive responses, one so-so response, and one negative response. This scale biases the responses to the positive. A better scale would be “Very Good, Good, Fair, Poor, Very Poor” which delivers balanced response options.

15. PRETEST THE QUESTIONNAIRE: Before you field the survey with the total sample, conduct a pretest with qualified respondents. Have them take the survey and then ask them how they answered, how they felt as they answered, and how they might improve the survey. Even if you are an expert on the topic, this is the only way to begin to make sure the questions work.

Developing strong questions is both an art and a science. There is a lot of academic research on question development that you can refer to, including Pew Research, the University of Chicago – National Opinion Research Center (NORC), the American Association of Public Opinion Research (AAPOR), and many others. In addition to becoming a student of questions yourself, following these suggestions will go a long way to improving your questions – and the resulting answers.

Want to learn more about how to ask better questions? Sign up for our upcoming webinar on May 13, 2016 with David Harris, How to Write Better Screeners to Get the Right Respondents

You can also view videos of David’s past workshops by visiting our webinars page of our website.

Webinar Recording | Mobile Research in 2016: An Update

Research participants have spoken: They are demanding that research is mobile friendly. However, too few researchers are listening. There is a growing gap between what participants are demanding and what researchers are offering, just as there is a growing gap between what is possible and what researchers are doing. This webinar provides a 2016 update of mobile market research and provides key actionable recommendations for what researchers should be doing. The webinar covers both quantitative and qualitative research.

About Ray Poynter

Ray has spent the last thirty-five years at the intersection of innovation, technology, and market research. Ray is the Managing Director of The Future Place and is the author of The Handbook of Mobile Market ResearchThe Handbook of Online and Social Media Research, and editor of ESOMAR’s book Answers to Contemporary Market Research Questions. Ray is in popular demand as a conference speaker, workshop leader, writer and consultant, appearing regularly in Europe, North America, and Asia Pacific.

Start with the End in Mind: Make Sure your Research Leads to the Right Decisions

“There is nothing like looking if you want to find something. You certainly usually find something, if you look, but it is not always quite the something you were after.” – J.R.R. Tolkien

All marketers struggle with scarce resources to address business challenges. Perhaps in no other marketing area are resources quite so limited as in market research. Management does not want to invest in high-quality research. Respondents don’t want to participate, and if they do participate, it is challenging to get them to give valuable information. Sometimes it seems as if insight is as rare as hen’s teeth.

Therefore, it is critical that market research be planned specifically to lead to decision-making. Recently, L&E Research hosted a workshop in our Raleigh facility led by David Harris, author of The Complete Guide to Writing Questionnaires: How to Get Better Information for Better Decisions. (Click here to view the video of David’s talk.)

According to David, research is rarely organized to support decisions, and he wrote his book to propose a solution. His market research framework lays out a process for making the most of the scarce resources available to market researchers. Without cutting corners, David’s framework helps marketers focus their thinking to generate research projects that successfully lead to decisions and actions based on those decisions.

David’s Framework starts with three steps:

  • Plan research to support decision making
  • Conduct qualitative research
  • Plan the questionnaire

Note that the third step is to plan the questionnaire, not write it!

Planning for decision making before you even start to write the questionnaire is challenging, because marketers are born question-writers. However, it ensures that the research that you end up doing is specifically designed to support the decisions that need to be made.

Most decisions are made with a limited set of information, often as few as three to seven facts. And yet, research typically goes far beyond the information needed for the decision. In order to focus research for decision making, David recommends you write a research plan that identifies three things:

  • The decisions the research will support
  • The information needed to make those decisions
  • The design of the study that will collect that information

Answering these questions ensures that you use the best methodology (i.e., the most cost effective methodology that still delivers the information needed) to get the right and most accurate data. A bonus of this kind of research planning is that the questionnaires are shorter, enhancing participation rates among respondents.

Once you have focused on the information to seek, qualitative research can help you know what questions to ask, how to ask them, and who to ask. David advises, “In order to understand a topic, you need the insights that only qualitative research can provide.” Qualitative research allows you to hear the words and phrases respondents use when they speak about the topic, how they understand the metrics you need to collect, as well as what criteria they use in evaluating the topic.

Finally, you are ready to write the questionnaire plan. David recommends a matrix that identifies, for each decision:

  • What information is needed
  • How to ask the question
  • How the data will be analyzed

All of these factors, of course, influence the specific questions to be included in the research instrument, but note that you are still distinguishing between the information you need for the decision and the questions themselves. Maintain the discipline not to write any questions until the questionnaire plan is complete.

Without this considerate and thoughtful approach, you run the risk of completing research that goes astray, and is less than optimal in addressing the business challenge. Using David’s framework, you will find not only “something, if you look” (per Tolkien) but certainly the “something you were after.” Moreover, that “something”, will enable you to make successful decisions for your business.

Want to learn more about David’s market research framework? We’ve created a handy infographic that summarizes the first series of steps in planning your research and your questionnaire.

GRIT Commentary: Killing the Error of Omission

We are wrong and we know it.  Marketing research has always been plagued by error and assumptions; random sampling almost never is, all kinds of bias – observer, response, fatigue, scale.  The list of issues goes on and on.  Just as importantly, marketing research has been wrong by omission; that is to say that we could only ask questions – and evaluate the answers. At the end of the day, it is a calculated and reasonable “wrong”.

But we are getting better… and that shows no sign of slowing.  Some of the improvements over the past several years are about the process (better sampling, improved questions); many others are about killing the error of omission – and to L&E, this is the exciting part.

New sources of data about consumers allow for vectors of knowledge that did not exist even 3 or 4 years ago.  Behaviors can be established from any number of sources: mobile tracking, receipt scanning, in-store video – the list goes on and on.  Social Media allows a sneak peek into peoples’ lives that lets us see how they wish to be perceived – and not just through their words, but also the images they associate with their life.  Emotions and the emotional triggers can be identified through non-conscious methods from facial coding, to neuro methods and wearables.

As costs continue to fall from competitive pressure and technological advances (I just saw a Virtual Reality viewer for $20), it will be easier to put more of these pieces together to get a clearer picture of the “whole truth” – which has long been the goal in our industry.  Let’s take a look at two examples.

Eye tracking technology lets us identify the area of a document or image that is getting attention.  Facial coding technology allows us to understand the emotion a person is feeling at a particular point in time.  Independently, each of those technologies answers an important question.  Together they answer the question of the specific driver of that emotion.  One particular client takes it a step further and integrates in-depth interviews based on laddering to understand the “why” of the emotional triggers.  In this example, there is little error of omission, as multiple approaches within a single respondent engagement have answered the what, the how, and the why.

Behavioral research has generally been based on observation (expensive) or diaries (questionable).  The mobile phone and, in particular, mobile panels change all this.  Now, behavioral research can be conducted in connection with shopper journey, use tests, day in the life, etc., with reasonable completeness and accuracy.  Scanner technology (the same kind used in Expensify) allows people to scan their store receipts instead of using a diary for their purchases.  Each of these methods provides valuable information about a person’s life.  The combination of these two methods provides a more holistic perspective of a person’s consumption life – as it lays out multiple places, multiple experiences, and multiple purchases – in the context of all their purchases (not just a category).  The error of omission is still there, but smaller and easier to forgive.

Understanding everything that motivates a person is hard.  Psychologists can spend years trying to understand someone and still not be comfortable that they have it right.  But we can get better at understanding – as we should – for our businesses, for our clients, and for consumers.

Market research is now particularly well positioned to do this using a holistic approach that combines qualitative, quantitative, behavioral, non-conscious and observational data; shifting the conversation from “we could be wrong for all of these reasons” to “we think we’re right for all of the data points we have to use”. That’s a big (and exciting) difference – and the GRIT data tells us it’s now a reality.

L&E Workshop Video | Serve Your Customers Better with User Experience Research

With the explosion of user experience (or UX) in the business world, more companies are trying to incorporate UX research methods to better serve their customers. However, one test size does not fit all. Without employing the right series of research methods, companies can end up with an incomplete or misleading picture of their users. On October 23, 2015, L&E hosted a workshop with Amanda Stockwell, VP of User Experience for 352 inc. at our Columbus (Ohio) facility. Amanda discussed how to ensure your team is asking the right questions to better understand your users and their needs and to uncover white space opportunities.

 

This session covered:

  • How UX work differs from traditional marketing research
  • An overview of the types of user experience research
  • What types of questions can be answered with different research methods
  • The best time to employ different types of research

About Amanda Stockwell

Amanda is the Vice President of User Experience at 352 inc., a full-service user experience, design, development, and marketing agency. At 352, she leads a team that provides user research, usability testing, and UX strategy services to clients in a variety of verticals. Amanda’s expertise and knowledge of in-person and remote research techniques has helped companies new to user experience assimilate user-centered design into their existing processes. She has a human factors background and an engineering degree from Tufts University.

Integrated Marketing: Getting Maximum Impact from your Marketing Tactics

By: Steve Henke, President & Founder of Harpeth Marketing

Imagine you work for a small-to-mid-size firm with a small – but active – marketing program. You have a solid website, you blog weekly, send out a monthly email blast, post to social media daily (LinkedIn and Twitter) and even produce a webinar once each quarter. Pretty good stuff!

But here’s the thing… if all of those tactics are not working together, you might not be achieving the kind of results you could be. For example…

  • Blogging every week is a good thing… but if no one reads them, they have no real value. Are you using your email and social media to drive readers to your blog?
  • Do your tweets link back to your website… or are you just spouting off random comments? Rule of thumb… 1 in 5 tweets link back to your website / 4 in 5 link to others’ content.
  • Do you have links on your website and emails that connect visitors to your social media sites? Yes, use the little icons.
  • When webinar participants register to attend, does their contact information automatically flow into your CRM… which then feeds future email blasts?

Everything working together is called Integrated Marketing. Take a look at what this integrated marketing eco-system might look like:

Now imagine what this little eco-system might look like when you add to it salespeople, networking, exhibiting at conferences, advertising, etc. Regardless of the complexity, it must be integrated. Everything must work in unison.

One final comment… every time a sales prospect is “touched” by one of your tactics, it registers in his or her conscience. And each additional touch adds to the ones before… helping you continually move upward, toward top-of-mind awareness with your prospects. But, if your tactics don’t have a consistent look and feel, then this ‘additive effect’ is lost. So, your website should look & feel like your print ads… should look & feel like your capabilities presentation… should look & feel like your trade show booth… should look & feel like your sales brochure… and so on.

Bottom line: As you build your marketing & sales program, remember to give some thought to how everything will work together. With integrated marketing, 1 + 1 really does = 3!

To learn more about how to get the most out of your marketing & sales tactics, download our FREE eBook, The Top 10 Tips for the Top 10 Marketing Tactics: 100 Killer Marketing & Sales Ideas at http://www.harpethmarketing.com/ebook/.