Navigating Qualitative Research:
New & Different Ideas




                    Presented by M/A/R/C® Research
                                    August 31, 2011

                        #NewInsight@SmartResearch
Presenters


             Scott Waller
             Vice President


                              Brian Barnes
                              Executive Moderator




                          Clay Dethloff
                          Senior Vice President
                          Qualitative
About M/A/R/C
 46 years of research service and innovation
 Industry experience includes:
   • CPG                           •   Dining
   • Pharmaceuticals &             •   Hospitality
     Healthcare                    •   Retail
   • Telecommunications &          •   Banking & Finance
     Technology
 Omnicom Group
Objectives
Today we will discuss…
 the practical applications of
  insights obtained using multiple
  methodologies;
 the latest approaches being
  implemented by researchers;
 the range of methodologies that
  can be used in combination with
   each other; and
 the differentiating benefits of each technique.
Agenda
 Poll Question
 FAQs
   • Can I get a copy of today’s presentation?
   • Is today’s webinar being recorded?
   • What can I win if I tweet #NewInsight @SmartResearch ?
 Overview
 Case Studies:
   • Casual Dining Chain
   • New Concept Challenge
   • CPG Shopper Insight
 Q&A
Range of Qualitative Methods


         Product
       Innovation      Diaries

    Branding &       Ethnography    Creative
                                    Ideation
     Strategy
                      Shop Alongs              Focus
                                       IDIs              Research
                                               Groups
                                                        Framework
                     Online Focus   Bulletin
   Communication
                       Groups       Boards

                    TeleDepths
        Shopper
        Insights
Why Combine Multiple Methods?
                                       Social Media
       Qual             Quant          Monitoring              Qual
  Qualitative is used to explore and   Qualitative goes “hand-in-hand”
  assess                               with social media monitoring
  ● Help in survey development         ● Guide and inform social media
  ● Aid in survey refinement             monitoring efforts
                                       ● Deeper understanding of trends
                                         and information




      Quant              Qual               Qual               Qual
  Qualitative is used to understand    Develop a fuller, more robust
  and comprehend                       picture
  ● Understand the “why” behind the    ● Understand multiple aspects of
    “what”                               an issue
  ● Develop stories for added          ● Understand multiple issues
    insights


                                                                          7
Casual Dining
Chain
New Concept
Challenge

CPG Shopper
Insight


                        Case Study:
                Casual Dining Chain
Research Issue & Objectives
   How do you continue to grow a
    “homegrown” business and
        expand nationally?

 Research objectives:
  Identify opportunities for growth
  Understand brand perceptions
  Understand the in-store experience
  Identify “pain points”
  Consider the impact of the design
   and décor
Research Solution
      Challenge: Illuminate the
     customer experience on two
     widely divergent levels from
           micro to macro.




               Observed behavior                    Geographic reach
                  Reality-based                    In-depth responses
   In-Store      Natural context
                                      Bulletin       Ability to probe
  Interviews                          Boards
               Granular, actionable              Time for “assignments”
               Respondent-driven                       Convenient
Key Research Outcomes
 The in-store component helped
  the client see the customer
  experience with fresh eyes.
 The bulletin board component
  allowed them to quickly and
  efficiently obtain a comprehensive
  “read” from widely dispersed
  respondents.
Why do Mix-Methodologies Work?

  Every method has inherent strengths and weaknesses.
     When objectives are more than one method can
        optimally support, think “Multi-Method.”

                      Some factors to consider:
                       Multiple objectives
                          ● Macro / Micro understanding
                          ● Pre-store / in-store decision making
                       Multiple targets (sample)
                       What techniques are needed
                       Multiple touch points with
                        respondent vs. multiple
                        respondents
Casual Dining
Chain

New Concept
Challenge
CPG Shopper
Insight

                          Case Study:
                New Concept Challenge
Research Issue & Objectives
      So everybody’s “favorite”
     concept didn’t test so well…
                  Now what?

 Research objectives:
  Uncover the key drivers of low
   purchase intent scores
  Understand the quantitative
   findings at a more actionable level
  Identify areas of improvement
  Illuminate opportunities to re-
   purpose aspects of the concept
Research Solution
   Challenge: Quickly understand
  issues with new concept in order
 to identify more viable go-forward
   strategy and specific next steps




                       Post-quant Online
                        Bulletin Boards
                         Using the same
                         respondent pool
Casual Dining
Chain

New Concept
Challenge

CPG Shopper
Insight

                       Case Study:
                CPG Shopper Insight
Research Issue & Objectives
     How can you identify and
 understand the relationships your
  customers have with the places
   they purchase your product?

 Research objectives:
  Understand strengths and
   weaknesses of the different
   channels
  Understand “place” the category
   has within the channel
  Understand impact and appeal
   of category promotions
Research Solution
     Challenge: Understand the
      general “lay of the land”
      for each of the channels




   Traditional           Online           Online
  Focus Groups      Bulletin Boards    Focus Groups
  (2 per channel)    (1 per channel)   (1 per channel)
Key Research Outcomes




 Channel shoppers
    identified
                    Deeper insight into
                    shopping behaviors

                                          Observed shopper
                                             reaction to
                                            promotions
Other Creative Approaches


               In-person one-on-one interviews
               + in-home “self- ethnography”


                 In-person focus groups +
                 online focus groups


               Dyads + online bulletin boards
               with unique stakeholders
Benefits of Multi-Methodology
Approaches




       Every           Multi-method      Imagination and
  methodology has    research provides   creativity set the
  unique strengths       in-depth         limits of what is
  and weaknesses       understanding          possible
Scott Waller
                                     Vice President
                                 1660 North Westridge Circle
                                    Irving, TX 75038-2424
M/A/R/C® Research
Strong brands start with   tel: 972-983-0412 fax:972-983-0444
    strong research         Scott.Waller@MARCresearch.com
                                www.MARCresearch.com




                                    Clay Dethloff                                                    Brian Barnes
                                 Senior Vice President                                            Executive Moderator
                                 1660 North Westridge Circle                                     202 CentrePort Dr. Suite 450
                                    Irving, TX 75038-2424                                          Greensboro, NC 27409
M/A/R/C® Research                                               M/A/R/C® Research
Strong brands start with   tel: 972-983-0490 fax:972-983-0444   Strong brands start with   tel: 336-681-1025 fax: 336-664-6705
    strong research         Clay.Dethloff@MARCresearch.com          strong research          Brian.Barnes@MARCresearch.com
                                 www.MARCresearch.com                                           www.MARCresearch.com

Navigating Qualitative Research: New & Different Ideas

  • 1.
    Navigating Qualitative Research: New& Different Ideas Presented by M/A/R/C® Research August 31, 2011 #NewInsight@SmartResearch
  • 2.
    Presenters Scott Waller Vice President Brian Barnes Executive Moderator Clay Dethloff Senior Vice President Qualitative
  • 3.
    About M/A/R/C  46years of research service and innovation  Industry experience includes: • CPG • Dining • Pharmaceuticals & • Hospitality Healthcare • Retail • Telecommunications & • Banking & Finance Technology  Omnicom Group
  • 4.
    Objectives Today we willdiscuss…  the practical applications of insights obtained using multiple methodologies;  the latest approaches being implemented by researchers;  the range of methodologies that can be used in combination with each other; and  the differentiating benefits of each technique.
  • 5.
    Agenda  Poll Question FAQs • Can I get a copy of today’s presentation? • Is today’s webinar being recorded? • What can I win if I tweet #NewInsight @SmartResearch ?  Overview  Case Studies: • Casual Dining Chain • New Concept Challenge • CPG Shopper Insight  Q&A
  • 6.
    Range of QualitativeMethods Product Innovation Diaries Branding & Ethnography Creative Ideation Strategy Shop Alongs Focus IDIs Research Groups Framework Online Focus Bulletin Communication Groups Boards TeleDepths Shopper Insights
  • 7.
    Why Combine MultipleMethods? Social Media Qual Quant Monitoring Qual Qualitative is used to explore and Qualitative goes “hand-in-hand” assess with social media monitoring ● Help in survey development ● Guide and inform social media ● Aid in survey refinement monitoring efforts ● Deeper understanding of trends and information Quant Qual Qual Qual Qualitative is used to understand Develop a fuller, more robust and comprehend picture ● Understand the “why” behind the ● Understand multiple aspects of “what” an issue ● Develop stories for added ● Understand multiple issues insights 7
  • 8.
    Casual Dining Chain New Concept Challenge CPGShopper Insight Case Study: Casual Dining Chain
  • 9.
    Research Issue &Objectives How do you continue to grow a “homegrown” business and expand nationally? Research objectives:  Identify opportunities for growth  Understand brand perceptions  Understand the in-store experience  Identify “pain points”  Consider the impact of the design and décor
  • 10.
    Research Solution Challenge: Illuminate the customer experience on two widely divergent levels from micro to macro. Observed behavior Geographic reach Reality-based In-depth responses In-Store Natural context Bulletin Ability to probe Interviews Boards Granular, actionable Time for “assignments” Respondent-driven Convenient
  • 11.
    Key Research Outcomes The in-store component helped the client see the customer experience with fresh eyes.  The bulletin board component allowed them to quickly and efficiently obtain a comprehensive “read” from widely dispersed respondents.
  • 12.
    Why do Mix-MethodologiesWork? Every method has inherent strengths and weaknesses. When objectives are more than one method can optimally support, think “Multi-Method.” Some factors to consider:  Multiple objectives ● Macro / Micro understanding ● Pre-store / in-store decision making  Multiple targets (sample)  What techniques are needed  Multiple touch points with respondent vs. multiple respondents
  • 13.
    Casual Dining Chain New Concept Challenge CPGShopper Insight Case Study: New Concept Challenge
  • 14.
    Research Issue &Objectives So everybody’s “favorite” concept didn’t test so well… Now what? Research objectives:  Uncover the key drivers of low purchase intent scores  Understand the quantitative findings at a more actionable level  Identify areas of improvement  Illuminate opportunities to re- purpose aspects of the concept
  • 15.
    Research Solution Challenge: Quickly understand issues with new concept in order to identify more viable go-forward strategy and specific next steps Post-quant Online Bulletin Boards Using the same respondent pool
  • 16.
    Casual Dining Chain New Concept Challenge CPGShopper Insight Case Study: CPG Shopper Insight
  • 17.
    Research Issue &Objectives How can you identify and understand the relationships your customers have with the places they purchase your product? Research objectives:  Understand strengths and weaknesses of the different channels  Understand “place” the category has within the channel  Understand impact and appeal of category promotions
  • 18.
    Research Solution Challenge: Understand the general “lay of the land” for each of the channels Traditional Online Online Focus Groups Bulletin Boards Focus Groups (2 per channel) (1 per channel) (1 per channel)
  • 19.
    Key Research Outcomes Channel shoppers identified Deeper insight into shopping behaviors Observed shopper reaction to promotions
  • 20.
    Other Creative Approaches In-person one-on-one interviews + in-home “self- ethnography” In-person focus groups + online focus groups Dyads + online bulletin boards with unique stakeholders
  • 21.
    Benefits of Multi-Methodology Approaches Every Multi-method Imagination and methodology has research provides creativity set the unique strengths in-depth limits of what is and weaknesses understanding possible
  • 22.
    Scott Waller Vice President 1660 North Westridge Circle Irving, TX 75038-2424 M/A/R/C® Research Strong brands start with tel: 972-983-0412 fax:972-983-0444 strong research Scott.Waller@MARCresearch.com www.MARCresearch.com Clay Dethloff Brian Barnes Senior Vice President Executive Moderator 1660 North Westridge Circle 202 CentrePort Dr. Suite 450 Irving, TX 75038-2424 Greensboro, NC 27409 M/A/R/C® Research M/A/R/C® Research Strong brands start with tel: 972-983-0490 fax:972-983-0444 Strong brands start with tel: 336-681-1025 fax: 336-664-6705 strong research Clay.Dethloff@MARCresearch.com strong research Brian.Barnes@MARCresearch.com www.MARCresearch.com www.MARCresearch.com