Think Outside the Box: Creative Ideas for Better Qualitative Research

Focus groups and other qualitative research techniques are often used to generate ideas for new product development. In spite of this frequent application, it is notoriously difficult to bring eight, ten or even twelve strangers together for a discussion. Add to that the need to get them to open up and “be creative” about your brand, messaging or products and services, and you have a real challenge.

Great recruiting and great moderating are two of the most critical elements for this process to work. Great recruiting brings you open, honest, articulate individuals who have imagination and a sense of play. Great moderators create an open and accepting environment where participants can say whatever is on their minds. Once you have those, you are halfway home.

The next critical element is to have some creative ways to get people talking. Here are some ideas to break the ice and get people thinking outside their comfort zone – and generating great ideas for you.

  • Change Your Perspective: Think about the user of your product and how they see the world when they are using it. Developing a dog product? Get participants on their hands and knees so they can experience the world from their dog’s point of view. Looking into baby products? Perhaps asking your participants to imagine sitting in their baby’s stroller or car seat would give them a new perspective. (Disney asks their merchandising managers to crawl through their stores on their hands and knees to get a kid’s perspective. If it works for Disney, it might work for you!).
  • Get Comfortable: The traditional focus group setup of respondents around the table, and the moderator at the head, may not be optimal for all groups. Try a living room setup to create a more casual and open environment. Alternatively, skip the facility all together and hold the focus group in a congenial bar or restaurant. If you’re researching tweens, how about holding your discussion at the food court in a local mall? Or how about discussing baby products at a baby shower? You may have some technical challenges, but letting people stay in their natural environment might get you richer insights.
  • Take Some Time: Most people need more than an hour and a half or two hours to feel comfortable with a group of people they have never met before. And, most people need more than that to immerse themselves in a topic enough to generate new and exciting ideas. Many researchers believe that longer focus groups (four to eight hours, with appropriate breaks) are better for generating creativity, especially in new product development.
  • Put on a Play: Role-playing around a situation can reveal many interesting insights about the customer’s experience. Ask participants to role-play explaining to a friend how they use your product – or explaining to their spouse why they chose your brand (even though it is more expensive than the competition). Be sure that everyone gets a chance to play roles on both sides of the discussion to get as many perspectives as you can.
  • Picture This: Many people relate better to pictures than words, so use pictures to generate ideas. You can produce pictures of different kinds of people (in different settings) and ask respondents whether the people in each picture would be your brand’s customers, and why. You can give participants a stack of magazines and ask them to create a collage of images that they associate with your brand or product. You can even ask them to draw pictures on flip charts or white boards, as long as you make it clear that artistic talent is not necessary.
  • Bring Props: When you recruit respondents, ask them to bring something with them to open the discussion. You might ask them to bring something that they associate with your brand. If you are working on children’s clothing, ask them to bring their favorite outfit so they can explain what makes it their favorite. If you are designing pet products, have them bring a picture of their pet(s). (Everyone loves to talk about their pets, and different breeds will need different toys, so it will help to understand everyone’s context.)

  • Get Sticky: Sticky notes and markers are great tools for generating discussion. You can ask respondents to brainstorm ideas, make lists (challenges, strengths and weaknesses, do’s and don’ts, etc.), hypothesize uses and many more. Then, once the ideas have been generated, you can stick them on a wall, a white board, a flip chart or another surface. Once they are posted, they can then be evaluated and prioritized by moving the sticky note around. You can even use different color sticky notes to denote different types of ideas or categories.
  • Throw A Party: When you need to differentiate similar products by exploring and defining their brand personalities, ask respondents to imagine that they are “going to a party at the ________ house.” For example, local hospitals are pretty similar in their benefits and features: they all have similar emergency rooms, x-rays and doctors. So how are they different? We asked participants to imagine the hospital was throwing a party at their house. We asked them to describe the party they imagined in detail (e.g., who was there, how they were dressed, what food was offered, how was it served, what music was playing). The resulting discussion revealed these three local hospitals were indeed very different in terms of their brand personas.
  • Flip Your Questions: Sometimes, we just need to think of things differently in order to loosen up great ideas. So instead of asking the usual questions (e.g., what kind of people would use this product?) flip it: What kind of people would definitely NOT use this product? Asking negatively based questions can easily lead participants to thinking about the opposite. And the more outrageous the question, the better. For example: “You’d have to be crazy to use this product to _________.” or “No one in their right mind would buy this product to _______________.” (Note: Fill-in-the-blank questions are good for generating interesting ideas once the group is warmed up and comfortable with each other.)
  • Orient Your Respondents: Two of the biggest hurdles for using focus groups to generate new ideas are respondent’s lack of comfort and familiarity with each other and with the specific idea-generating techniques being used (which can seem strange to the uninitiated). In order to overcome this obstacle, bring your group together twice. First, bring them together to get to know each other, to learn about the problem being addressed, and to become familiar with the creativity techniques you will be using. Then, convene the group again a few days later to conduct the focus group. In this way, you let your respondents overcome their shyness, and get them thinking about and looking forward to participating in the group.

Qualitative research is an excellent tool for generating innovative and creative marketing and new products and services. Using unique and creative question approaches and brainstorming activities can help even the most reserved respondent open up and share their deepest insights. Introducing an element of fun and “out of the box” thinking can increase the likelihood of generating innovative and exciting insights and ideas.

What other creative techniques have you used to get respondents to share their insights? Leave a comment below!

Webinar | L&E Technology Partners – A Deeper Look at Qual Research Technology

FREE on-demand L&E WEBINAR

On February 20th, 2019, we hosted our first webinar in our webinar series for 2019. We learned more about the technology companies that we have partnered with to make your research process not just easier, but seamless from start to finish. Our Research Design Engineer, Renee Wyckoff hosted this panel discussion and in this webinar you learn more about:

  • Cloud-based collaboration platform from tech partner, Batterii
  • Online Transcription Portal and Keyword Search from tech partner, Focus Forward
  • The Virtual Aisle from tech partner, Informed Decisions Group (IDG)
  • Video Analytics from tech partner, LivingLens
  • Online insights communities/online research platform from tech partner, Recollective

Guest Speakers: 

    • Chad Reynolds, Founder & CEO, Batterii
    • Kim Harrison, CEO, Focus Forward
    • Colin Valdiserri, Co-Founder & CEO, Informed Decisions Group
    • Allie Putterman, Business Development Director, LivingLens
    • Dana Cassady, Manager, Client Development, Recollective

The automation takeover? How to co-exist with robots

Automation has moved into the world of qualitative research, and it’s safe to say it’s here to stay. For years now, robots have threatened the jobs of quantitative researchers only, but now that the latest technology has crept into the world of qual, is your job at stake? Will robots, one day, replace the role of humans in qualitative research? Lucky for you, the answer is no. Robots are simply working with humans to better the insight for our clients, and for now, they are happily co-existing.

Even luckier for you, robots are not only making your job easier, but they are even highlighting your value as a researcher. But before we get into the good stuff, let’s quickly review where we are with automation in qualitative research.Robots are already quite possibly more involved than you might imagine they are in qualitative projects. Robots are perfectly capable of acting as the interviewer, the ethnographer, and even the prober during the data collection stage. But it doesn’t stop there. They are also able to analyse the data in real time and create usable reports, even with recommendations. Better yet, they can do this much, much faster than a human – saving 80% of the time it takes humans to analyse the data and come out with a report.

So where do you, the researcher, stand in this new era?This technology is continuously advancing, so how can you make sure you’re marked safe during the automation takeover? Here are a few tips to help qualitative researchers not only survive, but thrive, in this new era of automation.

  • Take advantage its weaknesses. Automation has a lot of weaknesses, and these weaknesses highlight your skills as researchers. The reports created by robots can only go so far, and humans are left to put forward their creativity and expertise to connect the dots fully, and also read between the lines. Humans are programmed (for lack of a better word choice) to understand the context, the emotions, and even sarcasm, far better than a robot. The latest technology helps researchers get to the ‘what’ quickly and accurately, but it takes the researcher to truly understand the ‘why’.
  • Practice empathy. You’re able to truly empathize with the client from start to finish. After all, in the end it’s a human to human job. Robots are just there to speed up the process. You have the consultancy power. You’re able to identify the specific problem unique to each client, which is critical in forming the research design. Then, you can take the data and work out the bigger picture. This bigger picture is used to create an optimized strategy for the client.
  • Let your expertise shine. You need to know when to automate, and when to think. Automation speeds up the process of qualitative research, automating the mundane and tedious tasks, to empower the researcher with more time to be creative and use their unique skill set – the stuff that really matters. And that’s the true, deep insight that ultimately meets the client’s objective and takes the insight to another level.

It’s time to embrace the future of automation, because if you don’t, you won’t make it in this new era. You need to be the person who is actively looking for new technology, for more efficient ways to do things, while simultaneously strengthening your own skills that can’t be automated.

Our final tip in thriving in an automated world is to avoid being first, unless you’re prepared to fail more than a few times. The most successful brands, like Apple and Google, most often aren’t the first to try out the latest technology. They instead follow in the footsteps of the guys who take the risk. So, we at L&E, rely on our trusted technology partners who are embracing the latest technology, and have a proven track record of success. If you don’t want to get left behind, stick with us. Check out the latest technology used by our partners in qualitative research in our emerging methods and technology white paper here.

The power of video

When it comes to inspiring actionable insight, video is the most engaging and convincing platform.

Hands down, video takes the win for the ultimate storytelling medium. And it’s only becoming more popular, and more powerful. More than 500 million hours of videos are consumed on YouTube each day, and nearly half of people watch over an hour of video on Facebook or YouTube every week.

If you’re looking for another wild statistic, more video content has been uploaded online within the past 30 days than the major US TV networks have produced within the past 30 years.

No surprise then that marketers are very receptive of this explosion in video. They recognize the pure power of its engagement. Globally, over half of marketers claim that video produces the best ROI compared to other types of content, and social video generates 12000% more shares than text and images combined.

So it’s clear that we need to be taking full advantage of this powerful medium in our world of qual. Video has improved the traditional and valuable ‘go to’ methods of qualitative research, such as focus groups and in-depth interviews. High quality, 360° cameras capture the genuine emotions and reactions from participants in focus groups and in-depth interviews. Live streaming in HD even allows stakeholders to clearly view the research as it is taking place, from anywhere in the world. This is a big benefit to qualitative research as it involves the entire team, without the costs of travel and time.

Once analyzed and formatted to share as a deliverable, video provides the best platform for telling stories about the data, to truly engage stakeholders and power real action to make informative business decisions. But the big concern for many qualitative researchers, is the scale and intricacy of the data that video can produce. This video output needs to be analysed fast, and at scale, in order to find the story among the data. Fortunately, the technology behind video analytics and transcription services is able to translate the genuine human behavior portrayed in video into actionable insight, with speech, actions, and sentiment. Video analytics platforms extract the information relevant to the study objectives. Then algorithms analyze the content to structure the data so that it becomes quick and easy to search through. This suite of collaborative tools helps to identify keywords and themes through sound, sight and text, and help the researcher to find the story. It’s also easy to clip key videos and consumer quotes to share the story with the stakeholders.

Video research has been powering a range of methodologies in both qualitative and quantitative research, from ethnography, to ad testing, to product innovation focus groups and customer experience surveys. Brands can use video to collect customer feedback from the start of the ideation process, and they can carry it through into the testing stage. That way brands can understand how real customers will react to the new concept or product before it is launched. Since videos are able to achieve up to six times the insight compared to a free text question, video insight allows brands to quickly separate the successful innovations from the failures.

The technology backing video analytics and transcription services provided by L&E and its partners, such as LivingLens and Focus Forward, can put the stakeholders in the room with their consumers so they can truly understand their needs. In turn, video insight engages stakeholders in a way that powers insight to drive business decisions.

6 Steps to Perfect Qual Series: Step 6 – Maintaining Client Relationships | New White Paper from L&E

 

6 Steps to Perfect Qual

White Paper Download

Step 6: Maintaining Client Relationships

A good marketing strategy is paramount in building client relationships, from generating new business to encouraging former clients to use your services again. So, how can you use your resources to effectively nurture your leads?

The final white paper of our series explains the importance of building trusting relationships between your company and clients.

Download this white paper to discover:

  • The importance of maintaining client relationships and impact on business
  • How to build impactful marketing strategies using email and social media
  • How to create engaging thought-leadership content to demonstrate industry expertise

To continue reading, download our latest white paper, 6 Steps to Perfect Qual, by clicking here.

Renee’s Takeaways – Get the scoop on L&E’s Final Webinar of 2018!

Webinar Series Summary

6 Steps to Perfect Qual: Step 6 – Maintaining Client Relationships – Webinar held on November 14, 2018

In this webinar in our series, we focused on Maintaining Client Relationships. We had the opportunity to chat with three panelists who are beyond experts on this topic. First up, Megan Nerz. Megan has been in the research business for about 35 years, and during that time, founded MLN Research, a small qualitative house with 5 moderators/researchers. Megan’s background is in psychology and applied communications research. Next is Sherry Behnke, Consumer Insights Manager with Kimberly-Clark Corporation. Sherry has been in a number of roles at Kimberly-Clark, including R&E, business process work, project management, and has had many interactions with business clients and vendors worldwide. Last, and certainly not least, we had Merrill Dubrow, President/CEO of M/A/R/C Research. In the research industry for about 38 years, M/A/R/C is one of the older market research companies in the industry. Merrill has been on a number of insights association boards, and is frequently a presenter at industry conferences around the country.

In this webinar, we focused on Q&A based around Maintaining Client Relationships, and real life experiences from our panelists to help researchers learn how to improve and maintain relationships with their existing clients, and also ways to get a foot in the door for some new ones!

Here’s what our panelists had to say!

We started by asking our panelists what they might do to make it easy for their clients to work with them.

  • Do exceptional work, and always strive to exceed their expectations
  • Really try to understand your clients. Not only should you ask “why didn’t we win this project?” but also “why DID we win this project, what did we do right?”
  • The key is to see your clients as partners on a journey. Constant communication and responsiveness.
  • Listen, ask a lot of questions, show a true interest. Check in so your clients don’t have to track you down.

Since partnership has been a buzz word this year, even on some of our other webinars, we asked our panelists if they used a guide or a road map to ensure that all of their client’s needs are being met.

  • Really pay attention to what those needs are, and most important, always make your client feel like they are #1!!
  • Make them feel like you are truly partners on a journey, holding hands along the way
  • Have a debrief or work session after the project has executed. Discuss the insights that have come out of the work. Address the strategic decisions to be made. This helps clients feel a sense of control over the research when it’s discussed and laid out in the open. Everyone walks away with the same information.
  • M/A/R/C incorporated a tool called the AcuMax Index. It’s a 3-minute personality profile tool that clients (if they are willing) and employees go through, and it works as a guide to help them better understand where their clients are coming from, and also helps align the best team from M/A/R/C to work with certain clients.

Next, coming from client’s perspective, we asked Sherry to give us an example of a process that a partner has used that stood out to her.

  • Finding that perfect balance of how much to communicate, the timing, and what method is crucial. It makes a client feel that you are really listening

In every webinar, we like to include some do’s and don’ts from our experts. One thing you should always do when working with your clients, and one thing you should never do.

  • DO always take responsibility for anything that might go wrong
  • DON’T nickel and dime your clients
  • DO always make your client feel like they are your #1 priority
  • DON’T ever let them see you sweat
  • DO always be realistic about project feasibility
  • DON’T treat our project, and what you’re doing for us like it’s a service

Since technology always comes up one way or another, we asked our panelists if there is anything they are taking advantage of technology wise that assists them with their client relationships.

  • Online panels, online communities, give us access to consumers that we were not able to access before, opening up new possibilities in the way we work with our clients.
  • Social media, text, video meetings, open so many doors now in communication that we were not able to incorporate 10 years ago.

We then asked about working with our international clients, and how that might differ from working with clients here in the states.

  • Pay attention to their culture, and things that are important to them, that might not be as important to our American clients
  • Keep them up-to-date on what’s happening in the US. For example, understanding millennial parents, or trends and cultures that we’re seeing
  • Build trust! Working with different cultures can be difficult, so do whatever you can to make it convenient for them.

Knowing that companies can have several different departments and layers, we asked our panelists what you can do to break into different departments, or even a new company.

  • Know the products that the potential client works on, know the competition for those products, know the landscape. Do your homework!
  • Do a 45 second video on why the client should chose you for a project, or choose to work with you in general. It makes it personal, humanizes the process.
  • Stay in touch, even if you’ve never worked with them. Stay top of mind, find relevant thing to share with them that they might find interesting, such as something going on in their industry

We hope you found this summary to be helpful! If you didn’t register for this webinar you can listen to this webinar in its entirety, or download a free, transcribed version by clicking here.

Be on the lookout for our next webinar, which will be in February 2019. If you can’t wait until then, you can always view our on-demand webinars. Don’t forget to subscribe to our blog so you can keep up with what is happening at L&E!

Until next year!

Your Research Design Engineer at L&E,

Renee Wyckoff

Webinar | 6 Steps to Perfect Qual- Step 6: Maintaining Client Relationships

FREE ON-DEMAND L&E WEBINAR

On November 14th, 2018, L&E hosted our final webinar in our webinar series for 2018. The topic was maintaining client relationships.

Guest Speakers: 

  • Sherry Behnke, Consumer Insights Manager, Kimberly-Clark
  • Megan Nerz, Market Research Consultant/Owner of MLN Research
  • Merrill Dubrow, President/CEO, M/A/R/C Research

Maintaining client relationships and nurturing leads may seem time consuming, but for consultants and corporate researchers it’s a vital resource in building trust between your company and clients (both new and old). This is especially important when you’ve finished a project with a client; it’s your chance to remind them that your service is valuable enough to use again and again.

In this webinar you’ll learn how to:

  • Create meaningful client relationships to encourage repeat business
  • Create engaging thought-leadership content to demonstrate industry expertise

Get rid of the sales pitch: use your qualitative skills to win new business

As qualitative researchers it’s our job to understand and interpret people, to find out their thoughts and feelings, and to understand why they do the things they do. Although often overlooked, this ability to relate with people and understand them is also essential to business development and dare we say it, sales. Potential clients don’t necessarily want a generic business pitch from you, and instead want to know that you understand their business needs and care about solving their problems. There are plenty of ways to connect with and nurture a new business lead without a pitch and luckily for you, these are all innate in the skill set of a qualitative researcher.

Listen and empathize

Sometimes, the best way to communicate that you care is simply by listening. Paying attention to your potential client’s needs helps to show your dedication to helping them and will help you prove that you understand them in the long run. The information that you gain by listening will give you a head-start in a competitive pitch, as you can target your offering to their specific needs and increase your relevancy to their business.

Be curious and open-minded

As qualitative researchers you should always be driven to find the deepest insights. This is no different when meeting and interacting with a new business lead. Your curious mind should lead you to ask lots of questions, to get to the root of a problem and figure out how you can help them best. Like listening, asking questions will show your interest in their problems and will therefore indicate that you care.

Thought leadership

Thought leadership is as important for generating business leads as it is for nurturing them. Establishing your expertise in your field is an easy way for you to initially attract potential clients and build their trust as they gain confidence in your proficiency. There are multiple simple ways to portray thought leadership. Writing blogs for your website and creating downloadable whitepapers and e-books on topics that are relevant to your industry will show that you are a leader in your field and are committed to the overall success of the industry, rather than just your own financial gain. Thought leadership can also be achieved through content marketing, PR and presentations at conferences.

Context

Although as qualitative researchers you’re part of the market research industry, it’s also important to show a potential client your knowledge of the wider business context that is relevant to them. While proving qualitative research skills and abilities is obviously essential for gaining new business, you can stand out from competitors by asserting your knowledge specific to their field that will show you understand their business needs in context.

Collaboration

While qualitative researchers collaborate all the time, it is also a crucial term to consider when interacting with a new business lead. Collaboration implies working together as equals to achieve a goal. This implies that you gain equally from the relationship and are therefore equally as invested in the results. You can read more about using the right terminology to describe your relationship with a client in our previous blog.

Generating new business is important for any company to survive and thrive, so it’s easy to get caught up in the process and forget the humanity of the people behind the business you’re trying to attract. Exhibiting your knowledge and expertise and indicating your genuine care for the company’s business needs is a far more attractive offer than a generic business pitch which does little to personalize their experience of your offering. As qualitative researchers you’re not strangers to human interaction, so use your innate qual skills to get the best out of your business development.

Partners not vendors

When interacting with clients it’s important to use the right terminology to describe the relationship you have with them. Using the wrong word risks devaluing the work you do together, making the valuable contributions you bring seem unimportant. Describing yourself as a ‘supplier’ or ‘vendor’ can be interpreted to have this effect.

Recent articles on Quirk’s have highlighted this debate. Brooks Deaton, Senior Director at Consumer Insights at NASCAR, recently wrote: ‘“Vendor” feels cheap. It reminds me of a baseball game where I’m buying a hot dog and, more than likely, a beer. It is a transaction that doesn’t require much thought and represents something generic in exchange for money.’ From the agency side, Isabelle Albanese, President at Consumer Truth wrote: ‘I don’t supply – I contribute. And my contributions are considered to be a valuable part of the relationship, unique and constructive.’

Terms such as ‘vendor’ imply speed and ease and while these aren’t necessarily bad qualities, it’s questionable as to whether these are the most important things you want to get across to potential clients. What about the meaningful work you do to add value to their business and your relationship with them? Is that not something you want to illustrate up front, before mentioning how fast your work is? Terms such as ‘partner’, on the other hand, imply a consistently strong level of commitment that reflects hard work and honesty on both sides. It suggests a long-term effort to produce a positive impact, rather than the ‘use once, throw away’ attitude which can be deduced from ‘vendor’ or ‘supplier’. What you give to a client is worth reflecting in the name you give yourself. As Isabelle Albanese said, you ‘contribute’ to your clients to add value to the research process, so why degrade your contributions with a demeaning title?

Your aim as a qualitative researcher is to understand people, and a term such as ‘vendor’ does not imply any level of comprehension either of consumers and customers or of your clients as a business or as individuals.  It does not imply that you’ve given up any time to appreciate their offering. As Brooks said, ‘vendor’ and ‘supplier’ imply sales, and a cheap, quick and easy transaction at that. We have written previously [insert link] about why you should get rid of the business pitch and gain new business through thought leadership, and relating to people through honest and approachable conversation. Referring to yourself as a partner and collaborating with a client as a partnership is essential for this.

Finally, Brooks Deaton said in his Quirk’s article that when he sees agencies describing themselves as ‘vendors’ he believes it cheapens the valuable work they do. That this terminology is ultimately off putting to the clients it’s meant to attract raises a clear problem. Calling yourself a ‘partner’ will emphasize the confidence you have in your company’s ability. It’s not worth risking losing new business prospects before they’ve even fully checked out your offering, simply because you’ve chosen the wrong word to describe yourself.

IDG Overview – L&E Tech Partner On-Demand Webinar Series

Following our webinar on emerging technologies within qualitative research we wanted to share our on-demand webinars and highlights of each of our technology partners. We are continuing on with Informed Decisions Group (IDG) and Renee Wyckoff’s (our Research Design Engineer) summary of how they offer the virtual wall, a portable system that you can take almost anywhere in the world to create an in-store experience.

Informed Decisions Group’s (IDG) Virtual Aisle is a truly remarkable interactive market research tool! The Virtual Aisle is portable and can be shipped and set up anywhere in the world for researchers to create a life sized, in-store experience anywhere they like! Using eye-tracking in conjunction with qualitative interviews, IDG can extract immediate insights from shoppers’ interactions with the aisle.

With the integration of quantitative data, from mobile eye-tracking, and qualitative insights from follow up interviews and shop-a-longs, shelf and packaging decisions can be made quickly and effectively.

Some of the featured of IDG’s Virtual Aisle –

  • 6 x 10 foot portable screens for life sized, scaled projections
  • Ability to project high resolution images that are 4x HD and up to 9.8 mega pixels
  • Rear projection to eliminate shadows
  • Ability to simultaneously test design options and easily modify stimuli
  • Faster results than in-market testing
  • Identify lead design options to test in further quantitative research or in-market testing

Additional features and tools, but not limited to –

  • Interactive Virtual Aisle
  • Package diagnostics with stationary eye-tracking/online webcam eye-tracking
  • Menu board testing & optimization
  • Biometric tools, mobile EEG and micro-expression coding

For a more in depth overview of IDG and their capabilities, watch our on-demand tech webinar by clicking here!