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BMGT 311: Chapter 6
Qualitative Techniques
1
Learning Objectives
• To understand basic difference between quantitative and qualitative research
techniques
• To learn the pros and cons of using observation as a means of gathering data
• To discover what focus groups are and how they are conducted and analyzed
• To become acquainted with online focus groups and their advantages
• To become familiar with other qualitative methods used by marketing
researchers
2
3
Categories of
Research
• Qualitative research: research
involving collecting, analyzing,
and interpreting data by
observing what people do and
say
4
Categories of
Research
• Qualitative research: research
involving collecting, analyzing,
and interpreting data by
observing what people do and
say
5
Categories of Research
• Pluralistic research: combination of both quantitative and qualitative
research methods in order to gain the advantages of both
6
Ethnographic
Research
• Ethnography is a qualitative
method for collecting data
often used in the social and
behavioral sciences.  Data are
collected through observations
and interviews, which are then
used to draw conclusions
about how societies and
individuals function.
Ethnographers observe life as
it happens instead of trying to
manipulate it in a lab.
7
Observation Techniques
• Observation methods: techniques in which the researcher relies on his or her
powers of observation rather than communicating with a person in order to
obtain information
• Types of observation:
• Direct versus indirect
• Overt versus covert
• Structured versus unstructured
• In situ versus invented
8
Observation Techniques
• Direct observation: observing behavior as it occurs
• Indirect observation: observing the effects or results of the behavior rather
than the behavior itself
• Archives: secondary sources, such as historical records, that can be
applied to the present problem
• Physical traces: tangible evidence of some past event
9
Observation Techniques
• Covert observation: subject is unaware that he or she is being observed, such
as mystery shopping.
• Overt observation: respondent is aware that he or she is being observed,
such as Arbitron’s PPM, which monitors the media to which a consumer is
exposed.
10
Observation Techniques
• Structured—researcher identifies beforehand which behaviors are to be
observed and recorded (often there is a checklist).
• Unstructured—all behavior is observed, and the observer determines what is
to be recorded.
11
Observation Techniques
• In situ observation: the researcher observes the behavior exactly as it
happens.
• Invented observation: the researcher creates the situation.
12
Observation Techniques
• Appropriate conditions for use of observation:
• Short time interval—event must begin and end in a reasonably short time.
You cannot “observe” a process of purchasing that lasts months.
• Public behavior—cannot observe private behaviors.
• Faulty recall conditions—behaviors are so “automatic” that consumer
cannot recall them.
13
Observation Techniques
• Advantages of observational data
• Insight into actual, not reported, behaviors
• No chance for recall error
• Better accuracy
• Less cost
14
Observation Techniques
• Limitations of observational data
• Small number of subjects
• Subjective interpretations
• Inability to pry beneath the behavior observed
• Motivations, attitudes, and other internal conditions are unobserved
15
Observation Field Work
1. Point Park Cafe: Interested in service speed and improving it
2. Starbucks: Interested in customer behavior overall (How do they pay, do they
stay or go, how do they order, etc)
3. Point Park Plaza - Interested in seeing who uses the plaza, and what people
do while they are there
4. CVS - Interested in customer behavior overall (How do they pay, do they stay
or go, how do they order, etc)
16
Focus Groups
• Focus groups are small groups
of people brought together and
guided by a moderator through
an unstructured, spontaneous
discussion for the purpose of
gaining information relevant to
the research problem.
17
Types of Focus Groups
• Traditional: Select 6 to 12 persons and meet in a dedicated room with one-
way mirror for client viewing, for about two hours.
• Contemporary: Online and the client can observe the online activity from
remote locations; may have 25 or even 50 respondents; allow client
interaction; may take place in nontraditional locations.
18
How a Focus Group Works
• Moderator: responsible for creating the correct atmosphere in the group and
guiding discussion
• Focus group report: summarizes the information provided by the focus
group participants relative to the research questions
19
Newer Focus Groups
• Online focus group: a form of
contemporary focus groups,
one in which the respondents
and/or clients communicate
and/or observe by use of the
Internet
20
Online Focus Groups
• Advantages:
• No physical setup is necessary.
• Transcripts are captured on file in real time.
• Participants can be in widely separated geographical areas.
• Participants are comfortable in their home or office environments.
• The moderator can exchange private messages with individual
participants.
21
Online Focus Groups
• Disadvantages:
• Observation of participants’ body language is not possible.
• Participants cannot physically inspect products or taste food items.
• Participants can lose interest or become distracted.
22
Advantages of Focus Groups
• Generate fresh ideas
• Allow clients to observe their participants
• May be directed at understanding a wide variety of issues
• Allow fairly easy access to special respondent groups
23
Disadvantages of Focus Groups
• Representativeness of participants
• Dependence on the moderator
• Interpretation sometimes difficult
• They are expensive $$$$
24
When Should Focus Groups Be Used?
• Focus groups should be used when the research objective is to describe
rather than predict.
• How do consumers describe a better package?
• How would they describe their satisfaction with our service?
• How could they describe their ideas for an ad campaign?
25
When Should Focus Groups Not Be Used?
• Focus groups should not be used when the research questions require a
prediction or when a major decision affecting the company’s livelihood rests
on the research results.
26
Some Objectives of Focus Groups
• To generate ideas
• To understand consumer vocabulary
• To reveal consumer goods, motives, perceptions, and attitudes about
products or services
• To understand findings from quantitative studies
27
Operational Aspects of Traditional Focus Groups
• How many people should be in a focus group?
• Who should be in the focus group?
• How should focus group participants be recruited and selected?
• Where should a focus group meet?
• When should the moderator become involved in the research project?
• How are focus group results reported and used?
• What other benefits do focus groups offer?
28
Focus Group
Example
• http://www.youtube.com/
watch?v=qC_4uF2bHJA
29
Other Qualitative Techniques
• In-depth interview (IDI) is a set of probing questions posed one-on-one to a
subject by a trained interviewer so as to gain an idea of what the subject
thinks about something or why he or she behaves a certain way.
• Laddering attempts to discover how product attributes are associated with
consumer values.
• Protocol analysis involves placing a person in a decision-making situation
and asking him or her to verbalize everything he or she considers when
making a decision.
• Projective techniques involve situations in which participants are placed in
(projected into) simulated activities in the hopes that they will divulge things
about themselves that they might not reveal under direct questioning
30
Common Projective Techniques
• Word association test: involves reading words to a respondent who then
answers with the first word that comes to his or her mind
• Sentence completion: respondents are given incomplete sentences and
asked to complete them in their own words
31
Physiological Measurements
• Physiological measurements: involves monitoring a respondent’s involuntary
responses to marketing stimuli via the use of electrodes and other equipment
• Pupilometer—determines interest by measuring amount of dilation of the
pupil of the eye
• Galvanometer—determines level of excitement by measuring electrical
activity on the respondent’s skin
32

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Bmgt 311 chapter_6

  • 1. BMGT 311: Chapter 6 Qualitative Techniques 1
  • 2. Learning Objectives • To understand basic difference between quantitative and qualitative research techniques • To learn the pros and cons of using observation as a means of gathering data • To discover what focus groups are and how they are conducted and analyzed • To become acquainted with online focus groups and their advantages • To become familiar with other qualitative methods used by marketing researchers 2
  • 3. 3
  • 4. Categories of Research • Qualitative research: research involving collecting, analyzing, and interpreting data by observing what people do and say 4
  • 5. Categories of Research • Qualitative research: research involving collecting, analyzing, and interpreting data by observing what people do and say 5
  • 6. Categories of Research • Pluralistic research: combination of both quantitative and qualitative research methods in order to gain the advantages of both 6
  • 7. Ethnographic Research • Ethnography is a qualitative method for collecting data often used in the social and behavioral sciences.  Data are collected through observations and interviews, which are then used to draw conclusions about how societies and individuals function. Ethnographers observe life as it happens instead of trying to manipulate it in a lab. 7
  • 8. Observation Techniques • Observation methods: techniques in which the researcher relies on his or her powers of observation rather than communicating with a person in order to obtain information • Types of observation: • Direct versus indirect • Overt versus covert • Structured versus unstructured • In situ versus invented 8
  • 9. Observation Techniques • Direct observation: observing behavior as it occurs • Indirect observation: observing the effects or results of the behavior rather than the behavior itself • Archives: secondary sources, such as historical records, that can be applied to the present problem • Physical traces: tangible evidence of some past event 9
  • 10. Observation Techniques • Covert observation: subject is unaware that he or she is being observed, such as mystery shopping. • Overt observation: respondent is aware that he or she is being observed, such as Arbitron’s PPM, which monitors the media to which a consumer is exposed. 10
  • 11. Observation Techniques • Structured—researcher identifies beforehand which behaviors are to be observed and recorded (often there is a checklist). • Unstructured—all behavior is observed, and the observer determines what is to be recorded. 11
  • 12. Observation Techniques • In situ observation: the researcher observes the behavior exactly as it happens. • Invented observation: the researcher creates the situation. 12
  • 13. Observation Techniques • Appropriate conditions for use of observation: • Short time interval—event must begin and end in a reasonably short time. You cannot “observe” a process of purchasing that lasts months. • Public behavior—cannot observe private behaviors. • Faulty recall conditions—behaviors are so “automatic” that consumer cannot recall them. 13
  • 14. Observation Techniques • Advantages of observational data • Insight into actual, not reported, behaviors • No chance for recall error • Better accuracy • Less cost 14
  • 15. Observation Techniques • Limitations of observational data • Small number of subjects • Subjective interpretations • Inability to pry beneath the behavior observed • Motivations, attitudes, and other internal conditions are unobserved 15
  • 16. Observation Field Work 1. Point Park Cafe: Interested in service speed and improving it 2. Starbucks: Interested in customer behavior overall (How do they pay, do they stay or go, how do they order, etc) 3. Point Park Plaza - Interested in seeing who uses the plaza, and what people do while they are there 4. CVS - Interested in customer behavior overall (How do they pay, do they stay or go, how do they order, etc) 16
  • 17. Focus Groups • Focus groups are small groups of people brought together and guided by a moderator through an unstructured, spontaneous discussion for the purpose of gaining information relevant to the research problem. 17
  • 18. Types of Focus Groups • Traditional: Select 6 to 12 persons and meet in a dedicated room with one- way mirror for client viewing, for about two hours. • Contemporary: Online and the client can observe the online activity from remote locations; may have 25 or even 50 respondents; allow client interaction; may take place in nontraditional locations. 18
  • 19. How a Focus Group Works • Moderator: responsible for creating the correct atmosphere in the group and guiding discussion • Focus group report: summarizes the information provided by the focus group participants relative to the research questions 19
  • 20. Newer Focus Groups • Online focus group: a form of contemporary focus groups, one in which the respondents and/or clients communicate and/or observe by use of the Internet 20
  • 21. Online Focus Groups • Advantages: • No physical setup is necessary. • Transcripts are captured on file in real time. • Participants can be in widely separated geographical areas. • Participants are comfortable in their home or office environments. • The moderator can exchange private messages with individual participants. 21
  • 22. Online Focus Groups • Disadvantages: • Observation of participants’ body language is not possible. • Participants cannot physically inspect products or taste food items. • Participants can lose interest or become distracted. 22
  • 23. Advantages of Focus Groups • Generate fresh ideas • Allow clients to observe their participants • May be directed at understanding a wide variety of issues • Allow fairly easy access to special respondent groups 23
  • 24. Disadvantages of Focus Groups • Representativeness of participants • Dependence on the moderator • Interpretation sometimes difficult • They are expensive $$$$ 24
  • 25. When Should Focus Groups Be Used? • Focus groups should be used when the research objective is to describe rather than predict. • How do consumers describe a better package? • How would they describe their satisfaction with our service? • How could they describe their ideas for an ad campaign? 25
  • 26. When Should Focus Groups Not Be Used? • Focus groups should not be used when the research questions require a prediction or when a major decision affecting the company’s livelihood rests on the research results. 26
  • 27. Some Objectives of Focus Groups • To generate ideas • To understand consumer vocabulary • To reveal consumer goods, motives, perceptions, and attitudes about products or services • To understand findings from quantitative studies 27
  • 28. Operational Aspects of Traditional Focus Groups • How many people should be in a focus group? • Who should be in the focus group? • How should focus group participants be recruited and selected? • Where should a focus group meet? • When should the moderator become involved in the research project? • How are focus group results reported and used? • What other benefits do focus groups offer? 28
  • 30. Other Qualitative Techniques • In-depth interview (IDI) is a set of probing questions posed one-on-one to a subject by a trained interviewer so as to gain an idea of what the subject thinks about something or why he or she behaves a certain way. • Laddering attempts to discover how product attributes are associated with consumer values. • Protocol analysis involves placing a person in a decision-making situation and asking him or her to verbalize everything he or she considers when making a decision. • Projective techniques involve situations in which participants are placed in (projected into) simulated activities in the hopes that they will divulge things about themselves that they might not reveal under direct questioning 30
  • 31. Common Projective Techniques • Word association test: involves reading words to a respondent who then answers with the first word that comes to his or her mind • Sentence completion: respondents are given incomplete sentences and asked to complete them in their own words 31
  • 32. Physiological Measurements • Physiological measurements: involves monitoring a respondent’s involuntary responses to marketing stimuli via the use of electrodes and other equipment • Pupilometer—determines interest by measuring amount of dilation of the pupil of the eye • Galvanometer—determines level of excitement by measuring electrical activity on the respondent’s skin 32