Renee’s Takeaways – Get the scoop on L&E’s Tech Partners Webinar!

Webinar Summary

L&E Technology Partners – A Deeper Look at Qual Research Technology – Webinar held on February 20, 2019

As the first webinar in our 2019 series, we focused on bringing some of our valued technology partners to the forefront.  L&E has the opportunity to see the tremendous value that working with these partners brings to our qualitative work every day, so we wanted to share what we know hoping that spreading the word about what these partners can do, will add some value to your work as well!

This was a very charismatic panel, as you could tell that they were all very passionate about what they had to say!  We began by introducing Chad Reynolds, founder of Batterii.  Chad practically grew up in consumer research, as he had the influence of his mom who worked for P&G for over 30 years doing product research.  He spent a good part of his childhood testing all sorts of products from shampoo to potato chips! We’re all glad he survived, so that he could join us and tell us all about Batterii.  Next up, we had Dave Pataki, Executive Vice President of Focus Forward.  Dave had been with Focus Forward for over six years.  Prior to that, Dave spent many years in the CPG industry, helping come up with innovative ways to grow either a segment or a product line in ways that were not always top of mind.  Next, we had Colin Valdiserri, Co-Founder and CEO of Informed Decisions Group.  Colin’s background is in consumer psychology and multi-variant methods.  IDG was started about 15 years ago with the concentrating on generating non-traditional research methodologies, focusing more on behavioral analysis.  Then we moved on to the always delightful Allie Putterman of LivingLens.  Allie is the Business Development Director at LivingLens.  Allie’s background has always been in market research, working from the segmentation side of things to new product testing, and now, on the tech side of things.  Last but not least, we met Jared Nguyen, Manager of Research and Technology Services at Recollective.  Jared’s background has been in both marketing and technology as a whole, and he has always been interested in ways to interact with technology He’s really been enjoying watching online qualitative research space evolve in the past couple of years.

In this webinar, we focused on learning more about our valued tech partners, and the services they provide.

Let’s find out what they can do!

We started by asking our partners a little bit about what their company does, followed by a feature that their platform or service offers that their clients get excited about. 

  • Batterii started out as a tech platform, realizing that working in innovation and research projects, there were two really big needs. The needs were collecting insights from consumers, and getting at the really interesting and intimate moments in their lives, as well as pulling all of that information together in a space were researchers and stakeholders can collaborate on it. When missions are launched, people tend to get really excited about what they can do when different communities or different populations are built out. They get really excited about the types of questions they can ask, and then follow that with being able to capture intimate video moments that can be shared in presentations.
  • Focus Forward started in the transcription business in 2003. Transcription could be looked at then as a word document in different formats, edited and summarized from notes. What gets clients excited now is a new tool called Enhance. Enhance takes the transcript and syncs it up audio or video where you can actually use the transcript as more of an interactive tool.
  • IDG focuses on shopper insights. Clients get most excited about the life-sized virtual aisle. The life-sized virtual aisle offers clients an extremely high 4k resolution screen in which can be touch-interactive, where participants can shop, take products off the shelf, turn them around, and look at them. The biggest advantage is not being locked into certain markets, the virtual aisle is portable, and can be set up anywhere in the world.
  • LivingLens is the friendly tech company! They enable better, richer insight by turning video and other multimedia into stories, data, and insights. What gets clients really excited is the capture, analysis, and the storytelling capabilities that come out of that. The time that they can save working with multimedia content and the new types of data they can work with to gather insight from.
  • Recollective is an online mobile community platform optimized for desktop and mobile access. Projects can be small and personal such as a three-day engagement with 10 participants up to 5,000 participants for a year or longer across the globe in multiple languages. Clients get excited about a diverse set of tools available, such as quick on-boarding, participant tools, abilities to screen them, and presenting activities to them. In that socialized or private environment, you can moderate and pull data for analysis. At the drop of a hat, a researcher can quickly build their project within the Recollective environment with intuitive tools, different methodologies, etc., which ultimately helps save time with analysis.

Next, we asked our partners what they feel their platform or service lends that provides something truly unique or different to the way their clients do qualitative.

  • Batterii provides the ability to story-tell through an entire project in a very different way. Within the platform, you can create consumer-driven stories by being able to quickly jump through the walls of your room and show the actual videos we started with based on the consumer need. Here’s how the journey map was created around the pain points, here’s the 10 ideas that were created based off of that, then here’s the mission that was run where concept testing was done with different consumers, in a different market, who have the same need. Being able to tell the story all in one place has been the most powerful thing that separates Batterii from what is being done today.
  • Focus Forward is now using Enhanced transcription where transcripts can be synced up with video or audio, allowing clients a more interactive experience with the process and the ability to jump right to the key points. Where before, the only choice was for a client was to read through a lengthy document to get to the point of what was really going on in the research. With Enhanced, in a matter of minutes, they can get to key words, highlight clips, can pull those clips for presentation purposes.
  • IDG obviously can be used for the virtual aisles. Clients are also using in different ways such as creating menu boards for fast food restaurants. Rather than them having to mock-up menu boards, or make changes within the restaurant, they can use the virtual aisles for that, and make changes based off of their qualitative research. Another benefit is that eye-tracking can be added. Researchers can get a quick view as soon as the person is done virtually shopping to see what they noticed and didn’t notice.
  • LivingLens can help deliver greater efficiency when working with video. From the moment a video comes in, it is automatically transcribed, from there, you have the ability to search the spoken work, find exact moments of emotion, exact moments of when a product is mentioned, etc. This really speeds the analysis process. LivingLens also help researchers tell great stories through using video. Show reels can be easily created from the video content making sure that their insight is memorable and delivered with impact.
  • Recollective features an activity based engagement approach that offers a lot of flexibility in the way you design your research. You can easily use multiple methodologies, so whether it’s concept testing, shop alongs, or even a live chat session, all of the tools are there for you to review images, sort and rank, even engage with participants on the platform. The intuitive tools help you draw the entire community into content that you want them to see and interact with, and automation such as notifications and reminders help keep the process easy and running smoothly.

We then asked our partners what they may be able to find out using the data that comes from their platform or service, that they may not be able to using another platform or service.

  • Batterii can take very loose questions and refine them down into a set of different activities. Missions can be created, and also follow-on polls. Several missions could be running in 10 different cities at the same time where different themes are popping up, from that there is the ability to quickly create a new mission in order to dig in a little deeper. The content coming back such as video, photos, poll data, gives the team the ability to create sketches or concepts that could solve a problem.
  • Focus Forward, with the use of Enhanced transcripts, allows clients to get to the information that they need quickly and efficiently, so they may save time writing a report, or being able to use the content for a presentation, etc.
  • While IDG does not actually produce data, it is the type of display used to deal with generic discussions and then collect data from other sources. What comes out of the virtual aisle, really depends on what is built into it. Behavioral data actually can be collected as participants interact with the virtual aisle. Moderators can know how many times something was picked up, whether they looked at the back of it, whether they put it back on the shelf, versus putting it into their virtual basket.
  • LivingLens allows clients to use video across a variety of methodologies. Video provides additional layers of insight where you may be able to see someone’s environment, watch them interact with products, and most times, that is going to reveal more than they might not have thought to share with you.
  • Recollective puts care and effort into designing data and content format to allow for seamless analysis across all areas of the platform by allowing to capture response in a number of different data formats. By keeping all of that under one roof, you can interact with the content immediately, and literally moderate and do analysis without even leaving the page.

Piggy backing on the last question, we asked our partners what kinds of tools they offer to make analysis easier on their clients.

  • Batterii does image and video analysis, frame by frame. If you have to find logos, key words, objects, places, facial expressions, etc., it’s easy to quickly spot different themes and content.
  • LivingLens removes the manual burden that comes with working with video. They leverage AI learning to speed up the analysis process of the content. They can also remove any language barriers for interpreting content in any language.
  • Focus Forward, from a transcription standpoint, they are allowing clients to quickly get to where they need to go by taking human transcript and marrying it with audio and video at any given point in time.
  • Recollective provides everything from word clouds to photos and video walls along with dynamic charts in a dashboard streaming format. Also, multilingual automatic video transcription that feeds directly into text analytics and data discovery tools.
  • IDG’s biggest piece is the eye tracking they can provide in conjunction with the virtual aisle. Simply because moderators can talk about the different packages that are being tested, talk to the participants what they like and don’t like. Eye tracking helps convey information that a participant may not have been able to get across, such as what they noticed, what they didn’t.

For the last question, we asked our partners what they thought about AI and machine learning, and what impact they see them having on qualitative research.

  • Colin of IDG shared that from his perspective, there have already been some advancements in terms of visual recognition. Something that used to have to be done on a frame by frame basis, can now be done using visual recognition, delivering results more quickly.
  • Dave of Focus Forward shared that while AI has certainly made some advancements, it still has a way to go when it comes to transcription. Maybe ten years from now, but right now, nothing can replace the actual human transcript.
  • Chad of Batterii felt that we’re still in an infancy stage when it comes to AI machine learning for qual research. However, down the road it will help add a much more human element to the work we’re doing by giving us more time to actually spend with people. A lot of emotional benefits that we’re not seeing just yet, but it’s coming.
  • Allie of LivingLens shared that AI and machine learning are already driving a lot of the capabilities on their platform. An example would be by using object recognition during an ethnographic diary study, where a participant is shopping, we can pinpoint the exact moment that the shopper is at a certain place in the store. It really helps eliminate the need to watch through all of the content, or manually tag points. It’s still evolving, but it’s helping figure out how to work with qualitative research in a new way.
  • Jared of Recollective felt that leveraging AI is about bringing efficiencies to things, and that there are elements of qualitative research that can only be improved with AI. Recollective is always looking to find those efficiencies, whether it just being time saved.

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 June 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 June!

Your Research Design Engineer at L&E,

Renee Wyckoff

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

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

Renee’s Takeaways – Get the scoop on L&E’s Tech Webinar!

Webinar Series Summary

Emerging Methods in Qualitative Research Technology Webinar – Webinar held on September 18, 2018

I have to say, this was definitely our most entertaining webinar to date!  We laughed a lot, and even had one of our panelists sing briefly!  In this next webinar in our series, focusing on Emerging Methods in Qual Technology, we got to spend some time with two very engaging experts in our industry.  First up, Charlie Rader, Digital Insights Designer at Procter & Gamble.  Then, someone a lot of us already know very well, Lenny Murphy, Executive Editor & Producer at GreenBook.

In this webinar, we focused on Q&A based around Qualitative Research Technology, how it can be applied, and technologies that are up and coming in the industry.

Here’s what our panelists had to say!

We started off coming right out of the gate with a big one.  We asked our panelists, in their experiences, with all of the new technologies out there now, which has recently made the most impact on how we do research?

  • Online qual! We discussed how now with online, we are able to expand our reach to people that we may not have been able to reach before, due to not being in the vicinity of a facility, or in a major market.
  • We talked about how we get to capture those true “in the moment” experiences with respondents using an online platform.
  • The integration of digital, and all that entails. Such as automation for recruiting, and new ways to engage with consumers.

Next, we asked Charlie specifically, if there are any technologies that P&G is using or evaluating right now.

  • P&G actually built their own video analytics tool! “However, now with tech partners like LivingLens, we can use video to transform the way we talk to consumers.”
  • “We’re using mobile diaries. By doing this, we’re doing research that is more behaviorally based, rather than attitudinal.”

Then we asked both Charlie and Lenny if they knew of any technologies that were in their infancy right now, that they see making a big impact on qual down the road.

  • The use of video, while not quite in its infancy, we’re not quite tapping into the benefits of the analytics that we can get from it.
  • AI, and the impact that it is bringing to many qual technologies, such as being able to take mountains of unstructured data, whether its text or video, and having a machine be able to sort through that.

We also asked if there are any technologies that are just plain underutilized.

  • The use of mobile, and being “in the moment” with the consumer.
  • The use of a qual board online platform such as Aha!, or 20/20. Start small with a homework assignment or exercise, before you meet the consumer in person, to gain a deeper understanding of what they are trying to tell you.
  • Data management tools, such as Knowledge Hound. We can utilize information that we have learned before, so that going into primary research, we can ask more intelligent questions.

We then asked if there are any technologies on the horizon, not currently being used for qual, that could be applied in some way in the future.

  • AR and VR, and the reason is that they are not scalable. That will change, as the devices we all carry on us today, such as our mobile, all have the capability to leverage augmented reality.
  • We’re a little early in the hype cycle for AR and VR, but it’s something we need to understand better and start experimenting with.

Lastly, we asked our panelists how some of the newer technologies are changing the way we analyze data.

  • Definitely the AI component. It enables us to ingest and organize data more efficiently than we’ve ever been able to.
  • Some of the tools that make visualizing and reporting the data a bit more interesting than the long used PowerPoint, such as Prezi, and Microsoft Sway. There is so much that we respond to visually as humans, than just tables of data.

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 November 14, 2018 at 12pm EST. If you can’t wait until then, you can always view our on-demand webinars and learn about the latest technology solutions. Don’t forget to subscribe to our blog so you can keep up with what is happening at L&E!

Until next time!

Your Research Design Engineer at L&E,

Renee Wyckoff

Webinar | L&E Webinar Series: Emerging Methods in Qualitative Research Technology

Free on-demand L&E Webinar

On September 18, 2018, L&E hosted our fourth webinar in our webinar series for 2018 with Charlie Rader and Lenny Murphy as our panelists. The topic of this webinar was on the latest technologies in qualitative research.

Guest Speakers: 

  • Charlie Rader, Digital Insights Designer at Procter & Gamble
  • Lenny Murphy, Executive Editor & Producer at GreenBook

Technology is bringing researchers, stakeholders and brands closer than ever to their consumers. 

Small consultative researchers and corporate researchers alike need to provide the same impact from their research. Now, no matter the magnitude of your project or depth of your team, you can provide the same actionable insight with support from new qualitative research technology.

This webinar will:

Guide you through key areas that are becoming increasingly powerful in accessing high quality insight such as:

  • Neuromarketing
  • Virtual reality
  • 360° streaming
  • Video analytics
  • In-the-moment online tools

Learn about some of the top companies taking advantage of key technology in qualitative research

Renee’s Takeaways – Get the scoop on L&E’s Qual Analysis and Insight Communication Webinar!

6 Steps to Perfect Qual Webinar Series Summary

Step 4 and 5 – Qualitative Analysis and Insight Communication Webinar – Webinar held on June 6, 2018

It’s going to be hard to top this one!  In this recent webinar in our series, focusing on Qualitative Analysis and Insight Communication, we had the opportunity to chat with three extremely knowledgeable panelists on these topics. First up, Shaun Stripling who most recently left Mullen Lowe as Chief Strategy Officer, and was the Global Director of an insight consultancy called Frank About Women where she oversaw six countries of female-focused marketing efforts. Next, we had Walt Barron, Chief Strategy Officer at McKinney. Walt was a journalist in a previous life until he switched over to advertising about 19 years ago. He went to the VCU Brandcenter and has worked in agencies ever since.  Last, but certainly not least, Joan Lewis. Joan started out with Procter & Gamble, doing everything from upstream innovation to brand work and advertising in media, along with partnerships with retailers. Most recently, she’s been doing Boards of Directors work for a variety of for-profit companies, including three companies in the research, insights and analytics industry.  All of this experience in the industry totaling about 30 years!!

In this webinar, we focused on Q&A based around Qualitative Analysis and Insight Communication, tips to help make analysis easier for the researcher, and how to communicate insights to your clients in the most compelling and impactful way.

Here’s what our panelists had to say!

We started by asking our panelists to share about findings they’ve seen presented to them, as well as presenting findings to their clients.  What sticks, and what kind of approaches are most compelling.

  • Incorporate the use of multimedia to keep your presentation interesting
  • If you can, put yourself in the consumer’s shoes. Immerse yourself in their experience, go through their exercise, walk through it the way they would.  By doing this, not only do you have the data to share, but you have a unique perspective to share your insights.
  • Try to tug on the heartstrings if you can, make an emotional connection with the consumer. That, coupled with powerful data, and you’ve got a real one-two punch!

We heard some great things from our panelists as far as what works, so we thought it would also be helpful to find out a few things not to do, and what they’ve found doesn’t work!

  • Do not just plow through your insights! Take some time to consider the room dynamics, and be prepared to pivot on the fly based on that.
  • DO NOT ever give your client a large, printed out report, they will never read it! Try putting the insights that you’ve shared at the end of the report, at the beginning. You’ll find that most people will then come on the journey with you, because now, they are intrigued.
  • Don’t show 10 slides about your company background before getting to the insights. Save them for the end, and keep it minimal.

We covered some big picture items, then moved on to focus in on some of the smaller moving parts.  Next, we asked about useful tools that help bring data to life.

  • Assign pre-work. It can be a great way to jump past some of the necessary items you have to cover when you’re looking for consumer information and insights.
  • Use tools such as social media listening tools, and the like. These tools can help pour through thousands of reviews and analyze them quickly to get to some rich insights.
  • The use of video clips can enrich your story, hearing it directly from the consumer.

Next, we asked about best practices for delivering insights to clients.

  • Try to dig deep into what the client already knows. That way, you are only delivering fresh insights, and not repeating what they’ve already heard.
  • Maybe a little bit of a cheat, but write your hypothesis first. Then, either way, right or wrong, you’ll look for the data to prove it, and perhaps uncover some insights you didn’t expect.
  • Have a conversation about what disproved your hypothesis, if that is the case. What did you hear that forced you to rethink?

We shifted direction a little bit, and went on to discuss a very common problem in delivering insights, confirmation bias.  How do we reduce that effect with our clients?

  • Ask your client right up front for permission to probe “the sacred cows.” Are they okay with you digging a little deeper and asking them to help with the “whys.”
  • Try seeing your clients as partners, and seeing them as part of the team. This creates a comfort level with asking questions that may seem uncomfortable.
  • Find your partner, or ally in the company or whoever is helping bring the work into the company. Very often, they are the ones who want the company to be more insight driven.

And last, we asked what happens to a qualitative report once it’s released “into the wild?” What kinds of report content and format follow it through the organization?

  • Try to consider your presentation back to the client the beginning of the journey, instead of the end.
  • Create a plan at the start to carry the report through the organization, beyond a presentation.
  • Supply your client with leave-behinds, brochures, videos, things that get people engaged and can travel on their own.

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 this fall. If you can’t wait until then, you can always view our on-demand webinars and learn about the latest technology solutions. Don’t forget to subscribe to our blog so you can keep up with what is happening at L&E!

Until next time!

Your Research Design Engineer at L&E,

Renee Wyckoff

Webinar | 6 Steps to Perfect Qual- Steps 4 & 5: Qualitative Analysis & Insights Communication

6 Steps to Perfect Qual – Free L&E Webinar Series (available via on-demand)

On June 6, 2018, L&E hosted our third webinar in our “Six Steps to Perfect Qual” webinar series for 2018 with Joan M. Lewis, Shaun Stripling and Walt Barron as our panelists. The focus was on steps 4 & 5: qualitative analysis and insights communications.

Guest Speakers: 

  • Joan M. Lewis, Former P&G Insights Director & Independent Advisor and Consultant 
  • Shaun Stripling, SVP, Chief Strategy Officer and Global Director of Frank About Women at Mullen
  • Walt Barron, Chief Strategy Officer, McKinney

Putting together qualitative analysis and communicating qualitative insight can seem a daunting process, so we wanted to offer you the latest techniques and best practices for telling strong stories and engaging clients with impactful deliverables.

Our third webinar will guide you through the best methods to ask questions and get actionable next steps to lead your clients to true insight. We will discuss the impact of powerful communications through a combination of the latest technology and practical tips for storytelling and creating actionable deliverables.

In this webinar you’ll learn how to:

  • Build impactful communications through storytelling (with practical advice on finding the golden thread in the information)
  • Different ways of communicating insight using technology

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

6 Steps to Perfect Qual Webinar Series Summary

Step 2 – Qualitative Research Recruiting Webinar – Webinar held on April 11, 2018

Let’s add another webinar filled with great information to the books!  In this webinar in our series, we focused on Qualitative Recruitment and got to spend some time with three experts in our industry.  First up, Teressa Johnnson, Director, Sensory Science and Technical Support at The Wendy’s Company.  Next, Heather Hall, Vice President of Project Management at Illumination Research.  And last but not least, our very own Brett Watkins, CEO and President of L&E Research.

In this webinar, we focused on Q&A based around Qualitative Recruitment, tips to help your recruiting go as smoothly as possible, and also help ward off any issues before they become issues starting with the design process.

Here’s what our panelists had to say!

1. We started by asking about kicking off a new project with a recruiting partner.  What might our panelists be able to share with an amateur researcher in regards to getting recruiting started off on the right foot?

  • Partner, partner, partner! You want to be sure to work with recruiting companies who not only care about helping YOU be successful, but who also align with your core values. In any good relationship, personal or business, communication and honesty are key elements to be able to have a true partnership.   In the end, you’ll want to be sure that you can trust your partner to do what is best for your project.
  • Be clear about your expectations for the recruit right from the start! Have a discussion about who your ideal respondent is. Ask your recruiting partner if they have any past experience with the population you are trying to reach, and if they can offer and advice on the best ways to reach them.
  • Ask your recruiting partner what their plan is to find your population. If plan A does not work, what’s plan B?  Having this mapped out at the beginning, will help keep your recruiting from getting hung up, and keep the process moving along.

2. Next we discussed what might be at the top of our panelist’s checklist when kicking off a new project.

  • Be sure that your recruiting partner is fully aligned with you! Make sure you are crystal clear on who you really want for your research.  This will help eliminate issues down the line.
  • Have a kick-off call! Extremely important to have a kick-off call with your recruiting partner before getting started.  In the age of email, some things may be uncovered in a phone call, that was not communicated in the email thread.  This is a good time for both parties to ask questions, gain clarification, brainstorm, etc.

3. We also touched a little bit on screener development.  What do our panelists always work into their screeners?

  • False, or catch questions. Ask about product usage, and include a few items in a list that do not actually exist.  If a potential respondent answers yes to using any of the false products, TERMINATE!
  • Include your plan B right in the screener! If you anticipate that a question may not work, or may be a sticking point, make your plan B known from the start as to not hold up recruiting.
  • Be careful of the way your questions are worded. It’s easy for a question to be interpreted by different people in different ways.  It’s extremely important to be sure that your questions do not have multiple ways they can be interpreted.  Let someone else on your team put their eyes on it, even take it for a test run if time allows.

4. Touching on recruiting partnerships again, we asked our panelists what some of their must haves are in a recruiting partner.

  • Communication is key. Over communication is even better!  Keeping the client in the loop, and always informed about what is going on with their recruit.  If they are anticipating issues, let the client know, and even come to the table with some suggestions on what can be done to keep the recruit moving right along.
  • Timely updates. A partner who understands that no news makes the client anxious!  All ties in with the above, and if there is an issue, knowing about is sooner than later is best to be able to stay on top of it.

5. Along the same vein, we asked our panelists what the best service is that their recruiting partner can provide.

  • Once a project is kicked off, get started quickly! If recruiting gets started quickly, you can have a gauge early on how the recruiting is going, and be able to identify any issues sooner rather than later.
  • Be honest about feasibility! Work with a partner who does their homework up front, and can let you know, with certainty, if they can recruit the population you are after. If they cannot, they should come to the table with what they CAN do.
  • A solid database. It’s helpful if a recruiting partner’s database holds a lot of preliminary information about potential respondents.  This way, you can focus on the meat of the recruit, and get the demographics and such out of the way up front.

6. One question I think we all ask now and then is how we avoid some of the common issues that may arise with recruiting.  Is there anything that can be done during the design process in order to get the most authentic participants?

  • Blind recruit. Set up your screener to hide the topic, but as mentioned earlier on, include the red herring questions.
  • Re-screen on-site. If someone was not truthful during the screening process, they will likely not remember how they answered if screened again.
  • Work with a recruiting partner who uses technology to track things such as past participation, participant behavior, etc., so you are able to weed out non-qualifying participants early on in the process. Also a partner who is always working to grow their database to ensure fresh participants.

7. New technology and recruiting.  What do our panelists think about it, what do they like, and what are some things that need to be overcome when working with it?

  • Online research. You can reach a lot of people who you may not have been able to reach before, expand your reach. One of the issues with this are bots, and how they can mimic human behavior to answer questions.  Better technology could be put in place to help with that.
  • Webcams can give us some great insights into consumer behavior, and that can work alone as the sole methodology. It’s even better when you can use it prior to groups or interviews to get the conversation started before the respondents even arrive on-site.

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 this summer. If you can’t wait until then, you can always view our on-demand webinars and learn about the latest technology solutions. Don’t forget to subscribe to our blog so you can keep up with what is happening at L&E!

Until next time!

Your Research Design Engineer at L&E,

Renee Wyckoff

Webinar Recording | 6 Steps to Perfect Qual- Step 2: Qualitative Research Recruitment

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

On April 11, 2018, L&E hosted our second webinar in our “Six Steps to Perfect Qual” webinar series for 2018 with Teressa Johnson, Heather Hall and Brett Watkins as our panelists. The second step in our series focused on qualitative research recruiting and its importance to great qualitative research.

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

And if you haven’t read our next 2 white papers in the 6 step series, you can find those here.