Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
SlideShare a Scribd company logo
Testing your messages with focus groups


December 2010


Tel: 020 7426 8888
Email: michele.madden@nfpsynergy.net
Web: www.nfpsynergy.net
Purpose of session


• How can you make sure the messages in your marketing campaigns
  are received and understood by the right people?

• Research design

• Deciding what is right for you

• Planning focus groups

• Running focus groups




2
The research process




     Define        Research       Sampling &
    objectives      Design        recruitment



      Data
                       Analysis   Reporting
    collection




3
Define      Research   Sampling &
                                                          objectives    Design    recruitment




                                                            Data


Defining objectives
                                                                       Analysis   Reporting
                                                          collection




• Absolutely key to the success of your project

• What questions do you want to answer?

• What change will happen as a result?

• Do you have the resources?
    - skills
    - time
    - money

• Planning, how does research fit in with your implementation
  timetable?
    - who else needs to be involved?

4
Setting your objectives

                                          
•    Clearly defined purpose – shared      •   Loose sense of purpose or vague
     with key players                          objectives

•    Contingency/open-ended plans for
     unexpected feedback                   •   Pre-determined action plans with
                                               insufficient flexibility to
                                               incorporate stakeholder views
•    Resources in place to put insights
     into action                           •   No resources for follow-up
      o   Eg adequate budgets, personnel        o   Eg insufficient staff resources
          for implementation


    Top tip: if you are finding it hard to agree on the key objectives ask each
    individual for the 3 key things they want to find out and work from there.



5
Define       Research   Sampling &
                                                                 objectives     Design    recruitment




                                                                    Data


Research design
                                                                               Analysis   Reporting
                                                                  collection




• Flexibility of methods/approach is critical

• Method of approach needs to reflect the relative investment, and
  expertise, of the stakeholder group(s)

• Examples:
    o   external executives → in-depth telephone interviews
    o   elderly donors → accompanied in-home interviews
    o   staff groups → breakfast or lunchtime discussion groups
    o   low-literacy or ESL communities → computer-aided discussion of visual
        stimulus


• Qualitative or quantitative?

6
Research design: Quantitative vs Qualitative


Quant                                      Qual

•   Quantity                               •   Quality

•   counts, quantifies data in different   •   explore perceptions, motivations
    groups                                     and attitudes

•   if you want to be able to say that     •   how and why and deals in
    "23% of people said yes to X", or          concepts rather than numbers
    "a quarter of the population say
    they want X “
                                           •   roots in psychology, sociology,
                                               semiotics, anthropology and
•   Roots in maths, statistics,                neurolinguistic programming
    advertising

7
Other considerations


• Timescales
    o   When do you need to report back?
    o   Other timing issues (mailings, key meetings, public holidays)


• Budget
    o   Incentives
    o   Transcription
    o   Travel/expenses


• Resources
    o   Skills
    o   Staff time available
    o   Venue


8
Define      Research   Sampling &
                                                         objectives    Design    recruitment




                                                           Data


Who do you need to talk to?
                                                                      Analysis   Reporting
                                                         collection




• Who is the campaign/messages targeted at?

• Are there other audiences you need to consider?

• Where are these people?
    -   do you know them?
    -   do you have contact details?
    -   where do they live?
    -   what is their situation?

• Sampling
    - what are the key characteristics of your sample?
    - how many from each group?
    - in the same groups or separated?


9
Recruitment


• Do not underestimate how long this takes!

• Telephone, email or letter
     o   Allow people sufficient time to respond – but not too long


• Clarify the purpose of the research from the outset

• Be clear what you are asking people to do

• Be clear what will happen with the results

• Incentives/expenses


10
Discussion Guide

A guide will have 5 main sections;

1. Introduction – this is essential as it sets up the group or interview, explains
   the purpose, rules and parameters of the discussion

2. Warm up – to get everyone talking and building relationships within the group
   (or with the researcher if an interview)

3. Warming up to the specific – questions that are easy for the respondent to
   answer but that are moving on to the topic in question

4. The Specific – the specific information or questions that the research was
   commissioned for. Probably the longest section of the group, and may include
   stimulus materials and/or exercises

5. Warm down/conclusion – signalling the end of the group, summarising what
   has been learnt, saying thank you.


11
What is a focus group?




12
Running a focus group?


• What do you need to think about?




13
The role of the moderator


• To run a structured discussion to find the answers/responses

• To create a safe, open environment for discussion

• Listen to everyone, encourage all to speak

• Allow time and space for people to respond

• Protect and control if necessary

• Be objective, fair and open

• Keep to time


14
Essentials and practicalities


• Essentials
     o   Obtain consent for research with adults
     o   Children and young people
     o   Data protection
     o   Discussion guide that covers objectives
     o   Stimulus materials


• Practicalities
     o   Venues and viewing facilities
     o   Recordings digital/video
     o   Refreshments




15
Special considerations for research among your own
staff


• Consulting staff from an early stage is a key part of an
  organisational change journey

• Encourage candour: take extra steps to ensure anonymity or
  confidentiality

• ‘Silo syndrome’ – remember that staff may have extensive expertise
  in one area, but also be less aware of other aspects of the
  organisation or competing priorities

• Communicate findings and decisions about ideas that are taken up,
  and those that are rejected/deferred


16
Define      Research   Sampling &
                                                            objectives    Design    recruitment




                                                              Data


Analysis
                                                                         Analysis   Reporting
                                                            collection




• Analyse different methods and audiences separately, then pool the
  findings

• If possible, have a discussion with someone else who was at the
  groups to test your thinking

• Look for themes, then divide these into sub-themes

• Objectivity is key, leave your personal opinions at the door

• Don’t underestimate how much time it takes to do this properly




17
Define      Research   Sampling &
                                                           objectives    Design    recruitment




                                                             Data


Reporting
                                                                        Analysis   Reporting
                                                           collection




• When using quotes ensure they are representative of the data and
  not the ‘strongest’ or ‘weakest’ example of someone’s feelings

• The order of the story may not be that of the discussion guide –
  follow whichever makes most sense

• Prioritise findings and recommendations – return to original
  objectives to sense-check

• Recommendations may be at different levels – this is fine




18
A few things to think about…




19
The pros and cons of carrying out the research
internally


Benefits                      Drawbacks
• Knowledge of                • May make assumptions
  topic/internal context        about the options/context

• May be more cost            • Can be more time-
  efficient                     consuming than expected

• High levels of enthusiasm   • Lack of expertise/options
                                about research methods
                                and analysis


20
The pros and cons of carrying out the research with
an external provider


Benefits                          Drawbacks
• Objective viewpoint: open to    • Can be steep learning curve:
  hearing different/unexpected      organisation needs to commit
  views
                                    to bringing agency up to speed
• ‘Outsiders’ may elicit more
  candid feedback from            • Organisation needs to ‘validate’
  participants                      the external provider’s role
• Expenditure may save internal
  staff time/resources            • May appear expensive/an
                                    additional budget
• Experts in research methods       consideration
  options and analysis



21
The 5 things we most often see go wrong…


1. Not planning properly – research is not just about the focus group,
   the thinking before and after are more important

2. Not building the research into internal timetables – planning,
   mailing, budgeting

3. Overestimating how many people will be willing to take part –
   ensure sufficient resources are available to recruit

4. Skewed recruitment – need to work hard to get people to
   attend/take part who are representative of the wider group

5. Underestimating how long analysis takes


22
Key questions to ask yourself


• Are you clear about what and why you’re doing the research?

• Does it fit with your planning cycle?

• Do you have the money, resources and internal political support to
  make changes as a result of the research?

• Do you already know the answer? Have you already made the
  decision? Are the materials already printed?




23
Any questions?
2-6 Tenter Ground
                 Spitalfields
              London E1 7NH

       (w) www.nfpsynergy.net
          (t) 020 7426 8888
     (e) insight@nfpsynergy.net
Registered office: 2-6 Tenter Ground Spitalfields London E1 7NH
              Registered in England No. 04387900
                  VAT Registration 839 8186 72

More Related Content

Testing your messages with focus groups

  • 1. Testing your messages with focus groups December 2010 Tel: 020 7426 8888 Email: michele.madden@nfpsynergy.net Web: www.nfpsynergy.net
  • 2. Purpose of session • How can you make sure the messages in your marketing campaigns are received and understood by the right people? • Research design • Deciding what is right for you • Planning focus groups • Running focus groups 2
  • 3. The research process Define Research Sampling & objectives Design recruitment Data Analysis Reporting collection 3
  • 4. Define Research Sampling & objectives Design recruitment Data Defining objectives Analysis Reporting collection • Absolutely key to the success of your project • What questions do you want to answer? • What change will happen as a result? • Do you have the resources? - skills - time - money • Planning, how does research fit in with your implementation timetable? - who else needs to be involved? 4
  • 5. Setting your objectives   • Clearly defined purpose – shared • Loose sense of purpose or vague with key players objectives • Contingency/open-ended plans for unexpected feedback • Pre-determined action plans with insufficient flexibility to incorporate stakeholder views • Resources in place to put insights into action • No resources for follow-up o Eg adequate budgets, personnel o Eg insufficient staff resources for implementation Top tip: if you are finding it hard to agree on the key objectives ask each individual for the 3 key things they want to find out and work from there. 5
  • 6. Define Research Sampling & objectives Design recruitment Data Research design Analysis Reporting collection • Flexibility of methods/approach is critical • Method of approach needs to reflect the relative investment, and expertise, of the stakeholder group(s) • Examples: o external executives → in-depth telephone interviews o elderly donors → accompanied in-home interviews o staff groups → breakfast or lunchtime discussion groups o low-literacy or ESL communities → computer-aided discussion of visual stimulus • Qualitative or quantitative? 6
  • 7. Research design: Quantitative vs Qualitative Quant Qual • Quantity • Quality • counts, quantifies data in different • explore perceptions, motivations groups and attitudes • if you want to be able to say that • how and why and deals in "23% of people said yes to X", or concepts rather than numbers "a quarter of the population say they want X “ • roots in psychology, sociology, semiotics, anthropology and • Roots in maths, statistics, neurolinguistic programming advertising 7
  • 8. Other considerations • Timescales o When do you need to report back? o Other timing issues (mailings, key meetings, public holidays) • Budget o Incentives o Transcription o Travel/expenses • Resources o Skills o Staff time available o Venue 8
  • 9. Define Research Sampling & objectives Design recruitment Data Who do you need to talk to? Analysis Reporting collection • Who is the campaign/messages targeted at? • Are there other audiences you need to consider? • Where are these people? - do you know them? - do you have contact details? - where do they live? - what is their situation? • Sampling - what are the key characteristics of your sample? - how many from each group? - in the same groups or separated? 9
  • 10. Recruitment • Do not underestimate how long this takes! • Telephone, email or letter o Allow people sufficient time to respond – but not too long • Clarify the purpose of the research from the outset • Be clear what you are asking people to do • Be clear what will happen with the results • Incentives/expenses 10
  • 11. Discussion Guide A guide will have 5 main sections; 1. Introduction – this is essential as it sets up the group or interview, explains the purpose, rules and parameters of the discussion 2. Warm up – to get everyone talking and building relationships within the group (or with the researcher if an interview) 3. Warming up to the specific – questions that are easy for the respondent to answer but that are moving on to the topic in question 4. The Specific – the specific information or questions that the research was commissioned for. Probably the longest section of the group, and may include stimulus materials and/or exercises 5. Warm down/conclusion – signalling the end of the group, summarising what has been learnt, saying thank you. 11
  • 12. What is a focus group? 12
  • 13. Running a focus group? • What do you need to think about? 13
  • 14. The role of the moderator • To run a structured discussion to find the answers/responses • To create a safe, open environment for discussion • Listen to everyone, encourage all to speak • Allow time and space for people to respond • Protect and control if necessary • Be objective, fair and open • Keep to time 14
  • 15. Essentials and practicalities • Essentials o Obtain consent for research with adults o Children and young people o Data protection o Discussion guide that covers objectives o Stimulus materials • Practicalities o Venues and viewing facilities o Recordings digital/video o Refreshments 15
  • 16. Special considerations for research among your own staff • Consulting staff from an early stage is a key part of an organisational change journey • Encourage candour: take extra steps to ensure anonymity or confidentiality • ‘Silo syndrome’ – remember that staff may have extensive expertise in one area, but also be less aware of other aspects of the organisation or competing priorities • Communicate findings and decisions about ideas that are taken up, and those that are rejected/deferred 16
  • 17. Define Research Sampling & objectives Design recruitment Data Analysis Analysis Reporting collection • Analyse different methods and audiences separately, then pool the findings • If possible, have a discussion with someone else who was at the groups to test your thinking • Look for themes, then divide these into sub-themes • Objectivity is key, leave your personal opinions at the door • Don’t underestimate how much time it takes to do this properly 17
  • 18. Define Research Sampling & objectives Design recruitment Data Reporting Analysis Reporting collection • When using quotes ensure they are representative of the data and not the ‘strongest’ or ‘weakest’ example of someone’s feelings • The order of the story may not be that of the discussion guide – follow whichever makes most sense • Prioritise findings and recommendations – return to original objectives to sense-check • Recommendations may be at different levels – this is fine 18
  • 19. A few things to think about… 19
  • 20. The pros and cons of carrying out the research internally Benefits Drawbacks • Knowledge of • May make assumptions topic/internal context about the options/context • May be more cost • Can be more time- efficient consuming than expected • High levels of enthusiasm • Lack of expertise/options about research methods and analysis 20
  • 21. The pros and cons of carrying out the research with an external provider Benefits Drawbacks • Objective viewpoint: open to • Can be steep learning curve: hearing different/unexpected organisation needs to commit views to bringing agency up to speed • ‘Outsiders’ may elicit more candid feedback from • Organisation needs to ‘validate’ participants the external provider’s role • Expenditure may save internal staff time/resources • May appear expensive/an additional budget • Experts in research methods consideration options and analysis 21
  • 22. The 5 things we most often see go wrong… 1. Not planning properly – research is not just about the focus group, the thinking before and after are more important 2. Not building the research into internal timetables – planning, mailing, budgeting 3. Overestimating how many people will be willing to take part – ensure sufficient resources are available to recruit 4. Skewed recruitment – need to work hard to get people to attend/take part who are representative of the wider group 5. Underestimating how long analysis takes 22
  • 23. Key questions to ask yourself • Are you clear about what and why you’re doing the research? • Does it fit with your planning cycle? • Do you have the money, resources and internal political support to make changes as a result of the research? • Do you already know the answer? Have you already made the decision? Are the materials already printed? 23
  • 25. 2-6 Tenter Ground Spitalfields London E1 7NH (w) www.nfpsynergy.net (t) 020 7426 8888 (e) insight@nfpsynergy.net Registered office: 2-6 Tenter Ground Spitalfields London E1 7NH Registered in England No. 04387900 VAT Registration 839 8186 72