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The Process of
Advertising Research
Objectives
 To review the planning process
 To understand the role of research in the
context of advertising planning
Communications Planning: A
Systematic Process
 Each step builds the foundation for future
decisions
 and may provide feedback for decisions
made in earlier steps
 Research supports risk-avoidance and
decision confidence
The Business Problem
 Most product-related research initiatives
begin with a problem in mind.
 These business “problems” or “challenges”
relate to marketer’s concerns about some
element of product marketing
 Product
 Price
 Place
 Promotions
Research Process for Addressing
Communications Problems
 The fact that a business problem exists
opens an opportunity for research
solutions
 3 Stages of the Process
 Preliminary Discussions & Agreement
 Planning & Data Collection
 Application
Preliminary Discussions & Agreements
 Happens between the marketer and that
organization responsible for implementing
research
 Marketer gives direction, input about the issues
affecting the product/brand
 Conversation can also be initiated by the
advertising agency
 No research is actually conducted until agreement
about direction is reached
Preliminary Discussion & Agreements
Stage
 Stage concludes with an understanding
between the marketer and the research
agent
 Agreement about what the research
challenge is
 And where efforts, budgets will be
allocated
3 Categories of Research-Related
Problems
 Selection of Alternatives
 Problems & Opportunities
 Knowledge & Understanding
Selection of Alternatives/Evaluation of
Alternative Actions Problems
 A ‘this or that’ category of problem
 The problem defines a need for research to
help select the best alternative
Ex: Which product package will be most effective
– Package A or Package B?
Ex. Which ad spokesperson will have most
credibility among the target market?
Problems & Opportunities Problems
 Category of problem that is focused on
gaining a better understanding about past
business performance outcomes…
 sales, profits, volume, share, distribution, etc.
 …or about future business actions
 sales, profits, volume, share, distribution, etc.
Problems & Opportunities Problem
Issues
 This category defines a need for research
to help bring clarity to what already
happened or to what may happen…
Ex: Do opportunities exist to extend
Nintendo’s base of users targeted based on
gender?
Ex: Sales of male cosmetics experienced
seasonal declines in the last year. What was
the reason for this?
Knowledge & Understanding Problems
 Category of problem dedicated to building
information for the sake of becoming more
competitive or more sophisticated about
product marketing
 Issues related to this categories can be
specific to the product, the consumer, or
the general societal trends
Knowledge & Understanding Problem
Issues
Ex.: How would our target react to
our brand of potato chips if we
repositioned it as a “healthy snacking
alternative?”
Ex. How are online social networks
changing the way teens become
aware of our brand?
Research Problem Statement
A research problem statement comes
as a result of careful discussions
about
 what the issue is affecting the
product/brand (problem definition)
 why research is needed (justification)
 what research should find (informational
needs)
Planning & Data Collection
 Identify the type of research
 Access current knowledge through
secondary research
 If necessary, conduct primary research
 Exploratory research (Qualitative)
 Descriptive research (Quantitative)
 Experimental research (“Cause and Effect”)
Planning & Data Collection
 Research Method
 Design the research instrumentation
 Sampling
 Probability vs. Non-probability sample
Planning & Data Collection
 Budget and Timing
 Get research proposal approved prior
to research implementation
 Collect Data
Application
 Analyze data
 Interpret data and make
recommendation(s)
 Post-presentation decision making by
management
Advertising Planning With An
Account Planner’s Mindset
 Advertising planners represent a
hybrid between the account manager
and the research analyst
Account Management
 Account management supervises the
work flow & budget allocations on the
advertising account
 They are the brand business experts
who are grounded in brand performance
and brand outputs (sales, profits, etc.)
 Their counterparts on the company side
is the brand manager
Research Analysts
 Agency researchers are experts in
planning, implementing, and reporting
research efforts
 They are masters at asking the right
questions so they generate insights that
will answer brand questions
 They are more data-centered than
brand-centered.
The Account Planner
 Account Planners represent the voice
of the consumer
 They are less business-driven than
people-curious
 They see their jobs as being social
anthropologists and “insight-miners”

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Processof research

  • 2. Objectives  To review the planning process  To understand the role of research in the context of advertising planning
  • 3. Communications Planning: A Systematic Process  Each step builds the foundation for future decisions  and may provide feedback for decisions made in earlier steps  Research supports risk-avoidance and decision confidence
  • 4. The Business Problem  Most product-related research initiatives begin with a problem in mind.  These business “problems” or “challenges” relate to marketer’s concerns about some element of product marketing  Product  Price  Place  Promotions
  • 5. Research Process for Addressing Communications Problems  The fact that a business problem exists opens an opportunity for research solutions  3 Stages of the Process  Preliminary Discussions & Agreement  Planning & Data Collection  Application
  • 6. Preliminary Discussions & Agreements  Happens between the marketer and that organization responsible for implementing research  Marketer gives direction, input about the issues affecting the product/brand  Conversation can also be initiated by the advertising agency  No research is actually conducted until agreement about direction is reached
  • 7. Preliminary Discussion & Agreements Stage  Stage concludes with an understanding between the marketer and the research agent  Agreement about what the research challenge is  And where efforts, budgets will be allocated
  • 8. 3 Categories of Research-Related Problems  Selection of Alternatives  Problems & Opportunities  Knowledge & Understanding
  • 9. Selection of Alternatives/Evaluation of Alternative Actions Problems  A ‘this or that’ category of problem  The problem defines a need for research to help select the best alternative Ex: Which product package will be most effective – Package A or Package B? Ex. Which ad spokesperson will have most credibility among the target market?
  • 10. Problems & Opportunities Problems  Category of problem that is focused on gaining a better understanding about past business performance outcomes…  sales, profits, volume, share, distribution, etc.  …or about future business actions  sales, profits, volume, share, distribution, etc.
  • 11. Problems & Opportunities Problem Issues  This category defines a need for research to help bring clarity to what already happened or to what may happen… Ex: Do opportunities exist to extend Nintendo’s base of users targeted based on gender? Ex: Sales of male cosmetics experienced seasonal declines in the last year. What was the reason for this?
  • 12. Knowledge & Understanding Problems  Category of problem dedicated to building information for the sake of becoming more competitive or more sophisticated about product marketing  Issues related to this categories can be specific to the product, the consumer, or the general societal trends
  • 13. Knowledge & Understanding Problem Issues Ex.: How would our target react to our brand of potato chips if we repositioned it as a “healthy snacking alternative?” Ex. How are online social networks changing the way teens become aware of our brand?
  • 14. Research Problem Statement A research problem statement comes as a result of careful discussions about  what the issue is affecting the product/brand (problem definition)  why research is needed (justification)  what research should find (informational needs)
  • 15. Planning & Data Collection  Identify the type of research  Access current knowledge through secondary research  If necessary, conduct primary research  Exploratory research (Qualitative)  Descriptive research (Quantitative)  Experimental research (“Cause and Effect”)
  • 16. Planning & Data Collection  Research Method  Design the research instrumentation  Sampling  Probability vs. Non-probability sample
  • 17. Planning & Data Collection  Budget and Timing  Get research proposal approved prior to research implementation  Collect Data
  • 18. Application  Analyze data  Interpret data and make recommendation(s)  Post-presentation decision making by management
  • 19. Advertising Planning With An Account Planner’s Mindset  Advertising planners represent a hybrid between the account manager and the research analyst
  • 20. Account Management  Account management supervises the work flow & budget allocations on the advertising account  They are the brand business experts who are grounded in brand performance and brand outputs (sales, profits, etc.)  Their counterparts on the company side is the brand manager
  • 21. Research Analysts  Agency researchers are experts in planning, implementing, and reporting research efforts  They are masters at asking the right questions so they generate insights that will answer brand questions  They are more data-centered than brand-centered.
  • 22. The Account Planner  Account Planners represent the voice of the consumer  They are less business-driven than people-curious  They see their jobs as being social anthropologists and “insight-miners”

Editor's Notes

  1. Secondary research data gathered for research other than the present one. Primary research- Collection of original, often proprietary data specifically collected for the identified problem. Exploratory research is used when we do not have enough information to clearly identify the problem and we need “qualitative” information rather than descriptive statistics. Descriptive research is used when we have a clear understanding of the research question(s) and we want descriptive statistics (averages and percentages) which tell us how many and to what degree persons in our target population hold certain beliefs or behaviors. Generalizable to a larger population. Experimental research may be necessary if you want the specifics about how a campaign will work in a controlled situation. Consider test market situations.
  2. Research Method: -Telephone survey, mail survey, electronic survey - Face to face interview, etc.
  3. Program Evaluation and Review Technique (PERT) planning schedule