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The New Qualitative: !
Finding the Pony
Liz Van Patten
2014 QRCA Conference
October 15, 2014
2	
  
3	
  
Phone	
  interviews	
  
Qualita3ve	
  prac33oners	
  (9)	
  
In-­‐person	
  
Observa3onal	
  
Online	
  
Mobile	
  
User	
  experience	
  
Social	
  media	
  listening	
  
Research	
  buyers	
  (6)	
  
CPG	
  
eCommerce	
  
Home	
  appliances	
  
Financial	
  services	
  
Using:	
  
In-­‐person	
  
Online/mobile	
  
Observa3onal	
  
	
  
What does “The
New Qualitative”
mean to you?
4	
  
New qual is innovative;
it’s hybrid. It’s more
about immersing the
client in the customer’s
world.
New	
  qual allows people
to participate in their
own environment.
Anything that
happens outside
a focus group
room.
We no longer
think of
in-person; most
of what we do
is online.
The difference between qualitative
and quantitative is disappearing, and
that’s an opportunity for qualitative.
Instead of
asking people
what they think
we are watching
what they do.
5	
  
New qualitative is
a reflection of the
multi-screen world
we live in.
Consolida3on	
  
Globaliza3on	
  
	
  
Trends	
  challenging	
  
solo	
  prac33oners	
  
	
  
	
  
	
  
6	
  
Everything	
  is	
  changing	
  
How	
  we	
  communicate	
  
How	
  consumers	
  make	
  decisions	
  
How	
  our	
  industry	
  works	
  
How	
  clients	
  find	
  us	
  
How	
  clients	
  choose	
  	
  	
  
How	
  we	
  collect	
  and	
  analyze	
  data	
  	
  	
  
How	
  we	
  define	
  “qualita3ve”	
  
How	
  we	
  define	
  “data”	
  	
  
How	
  we	
  report	
  findings	
  
7	
  
Good	
  news!	
  	
  
Clients	
  say	
  qualita3ve	
  is	
  here	
  to	
  stay	
  
	
  
Incorpora3ng	
  more	
  new	
  qualita3ve	
  
Always	
  need	
  deeper	
  insights	
  
But	
  they	
  see	
  a	
  shi[	
  (fewer	
  focus	
  groups)	
  	
  
Opportunity:	
  qualify	
  and	
  understand	
  big	
  data	
  
8	
  
I’m a risk taker. I will
take a leap of faith to get
something better.
And	
  they	
  are	
  excited	
  about	
  New	
  Qual	
  
Compelling	
  
data	
  
•  Get	
  closer	
  to	
  
targets	
  for	
  
deeper	
  
insights	
  
More	
  
efficient	
  
•  Faster	
  
•  Cheaper	
  
•  Less	
  effort	
  
•  Less	
  travel	
  
Easier	
  
targe3ng	
  
•  Reach	
  high-­‐
value	
  targets	
  
&	
  influencers	
  
Broader	
  
reach	
  
•  Geographical	
  
barriers	
  
disappearing	
  
9	
  
Get	
  busy!	
  Start	
  digging!	
  
Find	
  out	
  what’s	
  happening	
  	
  
Stay	
  current	
  
Scoop	
  up	
  everything	
  you	
  can	
  
Scout	
  opportuni3es	
  
10	
  
Do	
  some	
  soul	
  searching	
  
Assess	
  your	
  skills	
  and	
  interests	
  
Figure	
  out	
  what	
  you’re	
  good	
  at	
  
Focus	
  on	
  what	
  you	
  like	
  to	
  do	
  
Iden3fy	
  what	
  you	
  don’t	
  want	
  to	
  do	
  
11	
  
Discovery	
  Exercise	
  
12	
  
Define	
  who	
  you	
  are	
  
Differen3ate	
  yourself	
  
Own	
  yourself	
  (including	
  your	
  flaws)	
  
Reposi3on	
  yourself	
  as	
  more	
  than	
  a	
  moderator	
  
	
  
	
  
	
  
13	
  
14	
  
Tell	
  a	
  compelling	
  story	
  	
  
about	
  your	
  work	
  
Focus	
  on	
  outcomes,	
  not	
  methods	
  
Feature	
  the	
  work	
  you	
  have	
  done	
  	
  
and	
  why	
  it	
  majered	
  
Broaden	
  your	
  horizons	
  
Network	
  beyond	
  research	
  
Read	
  what	
  research	
  buyers	
  are	
  reading	
  
	
  Hint:	
  Design	
  Thinking	
  and	
  Behavioral	
  Economics	
  
Ajend	
  and	
  speak	
  at	
  conferences	
  
Learn	
  from	
  plakorm	
  vendors	
  and	
  social	
  media	
  aggregators	
  
	
  
	
  
15	
  
16	
  
Capitalize	
  on	
  what	
  you	
  already	
  know	
  
Use	
  your	
  knowledge	
  of	
  specific	
  industries	
  
Keep	
  up	
  with	
  client	
  connec3ons	
  
Talk	
  to	
  clients	
  about	
  what	
  they	
  need	
  
Send	
  updates	
  about	
  new	
  things	
  you	
  are	
  doing	
  
	
  
	
  
Defini3on	
  Exercise	
  
17	
  
Educate	
  yourself	
  
For	
  free	
  
Webinars	
  
Websites	
  
Vendor	
  tutorials	
  
Invest	
  in	
  yourself	
  
QRCA	
  events,	
  Qcasts,	
  SIGs	
  &	
  Chapters	
  
Conferences	
  (QRCA,	
  IIeX,	
  ARF	
  Expo,	
  etc.)	
  
Online	
  courses	
  and	
  training	
  
Universi3es	
  and	
  community	
  colleges	
  
Seminars	
  
RIVA	
  
Burke	
  
	
   18	
  
Say	
  yes	
  to	
  technology	
  
Become	
  a	
  technology	
  user	
  
Poke	
  around	
  the	
  Internet	
  	
  
Hang	
  out	
  with	
  techies	
  
Make	
  friends	
  with	
  tech	
  vendors	
   	
  	
  
Keep	
  up	
  with	
  what’s	
  happening	
  
19	
  
 	
  
20	
  
Collaborate	
  
Build	
  rela3onships	
  
Develop	
  partnerships	
  
Create	
  a	
  support	
  network/resource	
  list	
  
Ask	
  a	
  colleague	
  to	
  mentor	
  you	
  
Find	
  a	
  team	
  you	
  can	
  work	
  with	
  
Look	
  for	
  global	
  partners	
  
21	
  
Think	
  smarter	
  
Find	
  the	
  most	
  crea3ve	
  approach	
  
Look	
  for	
  ways	
  to	
  add	
  value	
  for	
  clients	
  
Facilitate	
  geqng	
  clients	
  to	
  the	
  next	
  step	
  
	
  
Get	
  your	
  feet	
  wet	
  	
  
Give	
  yourself	
  license	
  to	
  play	
  	
  	
  
Collaborate	
  with	
  a	
  mentor/partner	
  
Invest	
  in	
  a	
  “friends	
  and	
  family”	
  project	
  
Demo	
  new	
  	
  ideas	
  for	
  clients	
  
Host	
  private	
  webinars	
  for	
  clients	
  
22	
  
Determina3on	
  Exercise	
  
23	
  
Thanks	
  to	
  the	
  QRCs	
  and	
  research	
  buyers	
  who	
  
shared	
  their	
  knowledge	
  
Kay	
  Corry	
  Aubrey	
  
Rosalia	
  Barnes	
  
Daniel	
  Berkal	
  
Claudia	
  Del	
  Lucchese	
  
Lynn	
  Greenberg	
  
Kevin	
  Kinch	
  
Betsy	
  Leichliter	
  
Hania	
  Mirza	
  
Carole	
  Schmidt	
  
Wayne	
  Steele	
  
Brianna	
  Sylver	
  
Endee	
  Tate	
  
Susan	
  Thornhill	
  
Jeff	
  Walkowski	
  
Todd	
  Wehmann	
  
	
  
	
  
24	
  
Now	
  go	
  find	
  	
  
that	
  pony!	
  
25	
  

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VANPATTEN THE NEW QUALITATIVE

  • 1. The New Qualitative: ! Finding the Pony Liz Van Patten 2014 QRCA Conference October 15, 2014
  • 3. 3   Phone  interviews   Qualita3ve  prac33oners  (9)   In-­‐person   Observa3onal   Online   Mobile   User  experience   Social  media  listening   Research  buyers  (6)   CPG   eCommerce   Home  appliances   Financial  services   Using:   In-­‐person   Online/mobile   Observa3onal    
  • 4. What does “The New Qualitative” mean to you? 4  
  • 5. New qual is innovative; it’s hybrid. It’s more about immersing the client in the customer’s world. New  qual allows people to participate in their own environment. Anything that happens outside a focus group room. We no longer think of in-person; most of what we do is online. The difference between qualitative and quantitative is disappearing, and that’s an opportunity for qualitative. Instead of asking people what they think we are watching what they do. 5   New qualitative is a reflection of the multi-screen world we live in.
  • 6. Consolida3on   Globaliza3on     Trends  challenging   solo  prac33oners         6  
  • 7. Everything  is  changing   How  we  communicate   How  consumers  make  decisions   How  our  industry  works   How  clients  find  us   How  clients  choose       How  we  collect  and  analyze  data       How  we  define  “qualita3ve”   How  we  define  “data”     How  we  report  findings   7  
  • 8. Good  news!     Clients  say  qualita3ve  is  here  to  stay     Incorpora3ng  more  new  qualita3ve   Always  need  deeper  insights   But  they  see  a  shi[  (fewer  focus  groups)     Opportunity:  qualify  and  understand  big  data   8   I’m a risk taker. I will take a leap of faith to get something better.
  • 9. And  they  are  excited  about  New  Qual   Compelling   data   •  Get  closer  to   targets  for   deeper   insights   More   efficient   •  Faster   •  Cheaper   •  Less  effort   •  Less  travel   Easier   targe3ng   •  Reach  high-­‐ value  targets   &  influencers   Broader   reach   •  Geographical   barriers   disappearing   9  
  • 10. Get  busy!  Start  digging!   Find  out  what’s  happening     Stay  current   Scoop  up  everything  you  can   Scout  opportuni3es   10  
  • 11. Do  some  soul  searching   Assess  your  skills  and  interests   Figure  out  what  you’re  good  at   Focus  on  what  you  like  to  do   Iden3fy  what  you  don’t  want  to  do   11  
  • 13. Define  who  you  are   Differen3ate  yourself   Own  yourself  (including  your  flaws)   Reposi3on  yourself  as  more  than  a  moderator         13  
  • 14. 14   Tell  a  compelling  story     about  your  work   Focus  on  outcomes,  not  methods   Feature  the  work  you  have  done     and  why  it  majered  
  • 15. Broaden  your  horizons   Network  beyond  research   Read  what  research  buyers  are  reading    Hint:  Design  Thinking  and  Behavioral  Economics   Ajend  and  speak  at  conferences   Learn  from  plakorm  vendors  and  social  media  aggregators       15  
  • 16. 16   Capitalize  on  what  you  already  know   Use  your  knowledge  of  specific  industries   Keep  up  with  client  connec3ons   Talk  to  clients  about  what  they  need   Send  updates  about  new  things  you  are  doing      
  • 18. Educate  yourself   For  free   Webinars   Websites   Vendor  tutorials   Invest  in  yourself   QRCA  events,  Qcasts,  SIGs  &  Chapters   Conferences  (QRCA,  IIeX,  ARF  Expo,  etc.)   Online  courses  and  training   Universi3es  and  community  colleges   Seminars   RIVA   Burke     18  
  • 19. Say  yes  to  technology   Become  a  technology  user   Poke  around  the  Internet     Hang  out  with  techies   Make  friends  with  tech  vendors       Keep  up  with  what’s  happening   19  
  • 20.     20   Collaborate   Build  rela3onships   Develop  partnerships   Create  a  support  network/resource  list   Ask  a  colleague  to  mentor  you   Find  a  team  you  can  work  with   Look  for  global  partners  
  • 21. 21   Think  smarter   Find  the  most  crea3ve  approach   Look  for  ways  to  add  value  for  clients   Facilitate  geqng  clients  to  the  next  step    
  • 22. Get  your  feet  wet     Give  yourself  license  to  play       Collaborate  with  a  mentor/partner   Invest  in  a  “friends  and  family”  project   Demo  new    ideas  for  clients   Host  private  webinars  for  clients   22  
  • 24. Thanks  to  the  QRCs  and  research  buyers  who   shared  their  knowledge   Kay  Corry  Aubrey   Rosalia  Barnes   Daniel  Berkal   Claudia  Del  Lucchese   Lynn  Greenberg   Kevin  Kinch   Betsy  Leichliter   Hania  Mirza   Carole  Schmidt   Wayne  Steele   Brianna  Sylver   Endee  Tate   Susan  Thornhill   Jeff  Walkowski   Todd  Wehmann       24  
  • 25. Now  go  find     that  pony!   25