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A Recipe for a Healthy
Marketing Research Organization




                                  Steve Magnino
                                  www.stevemagnino.com
                                  July, 2011
To be effective, a research organization must
be healthy.

To be healthy, balance is required between…

       • Production (e.g., customer insights)

       • Production capability
Building Production Capability
•   Vision and Mission                   •   Training
     – Involve the group in crafting          – Tufte; Information Mapping
                                              – Association Meetings
•   Role Definition
                                              – Industry Conferences
     – Insight Training                  •   Trumpet Accomplishments
•   Job Descriptions                          – Recognition Awards; Modeling
     – Career paths, equity                   – Year-end Research Review
     – Competencies                      •   Build Community
                                              – Monthly lunches, quarterly
•   Recruiting and Selection                     reviews
     – Targeted Selection (behavioral)   •   Flexible Work Arrangements
     – Focus on “fit” & competencies     •   Effective Processes
•   Effective On-boarding                     – File and project management
                                         •   Knowledge Management
     – Orientation (role and values)
                                              – Research Reporter
     – Intranet curriculum               •   Participation in Planning
•   Embrace failure as part of           •   Capacity Planning; Prioritization
    learning; Encourage risk taking          Criteria, Work Scheduling

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A Recipe For A Healthy Research Organization

  • 1. A Recipe for a Healthy Marketing Research Organization Steve Magnino www.stevemagnino.com July, 2011
  • 2. To be effective, a research organization must be healthy. To be healthy, balance is required between… • Production (e.g., customer insights) • Production capability
  • 3. Building Production Capability • Vision and Mission • Training – Involve the group in crafting – Tufte; Information Mapping – Association Meetings • Role Definition – Industry Conferences – Insight Training • Trumpet Accomplishments • Job Descriptions – Recognition Awards; Modeling – Career paths, equity – Year-end Research Review – Competencies • Build Community – Monthly lunches, quarterly • Recruiting and Selection reviews – Targeted Selection (behavioral) • Flexible Work Arrangements – Focus on “fit” & competencies • Effective Processes • Effective On-boarding – File and project management • Knowledge Management – Orientation (role and values) – Research Reporter – Intranet curriculum • Participation in Planning • Embrace failure as part of • Capacity Planning; Prioritization learning; Encourage risk taking Criteria, Work Scheduling