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Choose Your Methodology
Quality research can ensure business decisions that will strengthen a company by improving competitive positioning or the bottom line.
Below are some of the approaches I have adapted and the proprietary techniques and data interpretation methods I have created to provide the best quality research at a good value.
Which of these qualitative approaches might suit your needs?
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"Barbara Rugen understands different respondent types and handles the unique challenges of each. She has a good tool box and knows which tool to use for the respondent types and the subject you're probing."
Vice President of Qualitative Research,
Burke Marketing Research
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Sample Formats
- One-on-Ones, Dyads - for sensitive issues, detailed probing, step-by-step decision making
- Mini-Groups, Focus Groups - for in-depth probing, defining and clarifying perceptions, generating ideas, using group dynamics of homogeneous respondents
- On-site - for observational studies, for studies where personal environment jumpstarts ideas and associations
- Telephone and On-Line Focus Groups - for bringing together hard-to-reach people
- On-Line Bulletin Boards - when you want insights through "community" communication and discussion over a period of time
- Learning Labs - daylong interaction between different respondent segments and clients to achieve the fullest implications around brand and product on a continuously iterative basis
- Maxi-Groups, Several-on-Several, Enterprise - for clarifying and evaluating perceptions
- Integrated - quantitative and qualitative research
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"She shines. Able to target down to children's level. She is the first one to call."
President,
Assistance In Marketing
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Sample Techniques
For when you've developed prototypes or are entering a new category and want a first-hand knowledge of the consumers, their buying behavior and product needs. For when you want to get at the heart of the problem by probing concrete, individual experiences:
- Phenomenon Interviews - to experience what the respondent experiences
- Step-by-Step Flow - to guide respondents to increasingly specific answers
- Situational Drawings - to uncover underlying emotions or learn more about the details of a situation or event
- Scripting - to guide respondents through their decision-making processes
- Re-enactment - to reconstruct habits and routines
- Nominal - to ensure coverage of divergent opinions
- Sensory Immersion - to better define position or concept
- Sorting - to identify key features
- Perceptual mapping - to show brands/attributes in relation to each other
- Spatial Relationships™ - to understand environmental relationships in order to turn retail/service industry space into places that motivate purchase and consumer/brand relationships
- Modified Delphi - to identify and forecast trends
For exploring ways of sensitizing consumers to new or existing products, for brainstorming, for acclimating your staff or stakeholders to changes:
- Brainstorming Interviews - to stimulate creative thinking
- Sentence Completion - to gain top-of-mind reactions
- Image Profiles - to explore respondents' image of a product
- Metaphors - to prompt thinking outside of normal thinking patterns
- Semantic Conversions - to develop positive or negative alternatives to perceptions
- Collage - to contemporize brand equity
For competitive positioning, brand identification, concept testing:
- Imaging - to explore respondents' perception of the target audience
- Chits™ - to capture awareness of competitive brand attributes
- Layering of Projective Techniques, Story Telling, and Laddering - to understand consumers at a deeper than normal level in order to relate personal values to brand attributes
- Respondent Given Circumstances™ - for exploring the full context of product need and usage
- Lifechoice Motivations™ - for exploring the relation between emotional drivers and product improvements
- Improvisation - to reconstruct emotions and behavior
- Picture Sorts - to dimensionalize emotional responses in concrete images
- Archetypal Imagery™ - for discerning brand archetypes
For interpreting the data:
- Textual Analysis - analysis of what respondents say (includes verbatims)
- Pattern Analysis™ - analysis of emotional and behavioral patterns to capture the emotional logic driving purchase
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"We appreciate your hard work and especially the fact that you were part of 'our team.' That’s really what we were looking for and you absolutely provided that with your insights and dedication."
Research Manager
Parker Marketing Research
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Examples: Major Studies Conducted In 2007
#1 Brand Image in an industry where image is the main differentiator.
Business goal: Adjust the image meaningfully and credibly to justify price increase.
| Methodology: |
22 focus groups across segments of users & potential users. |
| Techniques: |
layering and connecting laddering, projective, and proprietary techniques to define the emotional connectors, across segments, between aspirational self-image and this iconic brand. |
#2 Brand Positioning, launching two familiar brands as one new brand.
Business goal: Stimulate business (increased penetration and/or share of occasions) by identifying the emotional and product benefits that meaningfully differentiate the brand from competitive offerings.
| Methodology - Part I (Emotional "deep dive"): |
8 focus groups with core and occasional users. |
| Techniques: |
use respondent photographs to probe usage and attitudes; layering and connecting laddering and projective techniques to identify the most compelling benefits the new brand can uniquely and credibly own. |
| Methodology - Part II (Concept Testing): |
8 focus groups with core and occasional users. |
| Techniques: |
layering and connecting laddering, projective, and proprietary techniques around concepts and moodboards in order to adjust and build in moving forward on the new brand identity. |
#3 New Product Development in a cluttered marketplace.
Business goal: Explore the success potential for a new line of snacks.
| Methodology: |
focus groups with concept acceptors. |
| Techniques: |
in-home and on-premise trial, family diaries, projective techniques to build the switching logic for this new line and to optimize product attributes and packaging. |
#4 Pricing Strategy, adjusting actual product value to the product attributes that consumers are willing to pay more for.
Business goal: Communicate value and optimize pricing.
| Methodology: |
32 in-depth 1-on-1 interviews with respondents screened for demographic and lifestyle mix. |
| Techniques: |
simulating in-store environment, conduct projective exercises to define: different levels of quality consumers perceive, primary attributes they notice that drive these perceptions, key attributes that drive consumers' value perception, and the comparative ranking of quality between competitive brands. |
#5 Rewards Program for a leading national retailer.
Business goal: Cultivate brand loyalty in order to grow business.
| Methodology: |
20 in-depth 1-on-1 interviews with store cardholders. |
| Techniques: |
laddering around concept testing to determine the emotional and functional benefits that go beyond product-specific dimensions to form customer relationship-based bonds with the brand. |
#6 Corporate. Clarify and synthesize the beliefs and opinions of those who touch the business in order to set a strategic business framework for brand and product positioning.
| Methodology: |
1-on-1 interviews with CEO and other heads of this Fortune 500 corporation and with marketing, brand family, sales, licensing, market research, & agency representatives. Iterative debriefings and collaborative review of findings to produce focused and actionable information. |
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