Getting accurate answers to research questions

I’m excited to have been chosen as one of the industry experts presenting the Qualitative Research Consultants Association (QRCA) course series “From Start to Finish: Managing Qualitative Research with Confidence.”  I will be presenting the training on best practices for developing/evaluating discussion guides.

Discussion guides are where the rubber meets the road when it comes to getting accurate answers to research questions.  Some clients may not realize that simply asking the research questions in order of importance usually will not get us accurate answers.  Some reasons for this:   

  • People might initially feel uncomfortable when talking to a stranger.
  • If we start by asking about specific ideas, we might bias people, and then we don’t get an accurate read about their general thoughts and feelings.
  • People have a tendency to tell us what they think they should say, rather than what they really think.

For example, imagine a company developing a new luxury travel product.  Their main objectives are to find out if the product appeals to their target audience, if the cost seems reasonable, and how they feel about specific elements of the offering.  If we were to conduct focus groups where we started by presenting a description of the product, we would run the risk of receiving inaccurate input.

Instead, I would recommend starting with a general discussion about how participants approach travel.  This would help people feel comfortable, and they would realize that the others in the group are people who have similar travel experiences (so, for example, they wouldn’t need to worry about seeming arrogant in front someone who is more interested in budget travel).

Then we would want to understand how people make the purchase decision for a luxury travel product like the one being researched.  We know that people think they make their decisions completely rationally, by weighing the benefits versus the price, but we also know that’s not the case: emotional factors play an important role in the decision.  So we might utilize projective techniques to get at that emotional aspect (for example, have them imagine two friends discussing this potential purchase and write down what each of them says; then write what each of them is really thinking).

Only after that would we actually expose the concept of the new product.  We might ask participants to write down their initial responses (to get their gut reaction before they hear others’ reactions).  When we discuss the concept, we might encourage participants to have conversations with each other, where one likes the concept and one doesn’t and ask them to persuade each other.  While some people worry about the group dynamic in focus groups, these kinds of conversations happen in the real world all the time; by listening in, we can learn what elements are likely to sway people in favor of our concept and what issues might need to be addressed.

Those are just some examples; I encourage you to sign up for the course for a more detailed look.

And before I go, one more tip: I like to include a final question in the discussion guide, asking participants to write a postcard to the company with their advice to the CEO on the topic discussed.  This is an opportunity for any final thoughts, and also lets people express any thoughts they might not have been comfortable saying out loud.

How can you get accurate answers to your research questions?  Email me at info at bureauwest.com and let’s discuss!

Do better research

I just got back from the QRCA Worldwide Qualitative Research Conference in Lisbon – there was a lot of great content packed into 2.5 days, as well as a dinner at the amazing Palacio Conde d’Obidos, shown here.

It occurred to me that we were all there for the same reason: to learn ways to do better research.  And I think we did!  Here are a few of the highlights for me:

Lucy Foylan gave a great presentation about the differences between conducting research online and in-person.  Her agency, The Nursery in the UK, compared the two and they found the people were more likely to work to build consensus during in-person focus groups and more willing to disagree with each other during webcam groups.  While some might think that’s a reason to conduct all focus groups online, remember that consensus building also happens in real life.  Witnessing how participants persuade one another can provide valuable insights for our clients.  Depending on the objectives of the research, we might benefit from in-person groups, webcam groups, or a mix of both – where we examine the differences between the two.

There were several sessions about the impact of AI on qualitative research, including presentations by Daniel Berkal and Sidi Lemine, followed by a panel discussion which I moderated, with Simon Shaw, Tom Woodnut and Paul Kingsley-Smith.  Some of my takeaways:

  • Daniel talked about ways AI can be used so we can do our work better and more efficiently.  He uses Chat GPT to help with screener development, with ideas for discussion guides, and to summarize responses, and Adobe Firefly to create images for proposals and reports.
  • Sidi talked about using AI tools to recognize emotions in research participants and how they’re surprisingly accurate across cultures.  While a smile or a frown may mean different things in different cultures, it turns out micro-expressions are remarkably consistent throughout the world.  Specifically, Sidi said he likes the following tools: Phebi.ai, Emozo, Immersion.
  • While there are many great ways AI can help us in our work, our panel participants focused on what AI can’t do, and why we researchers are still needed.  One example: in a recent focus group project, participants all said they liked one of three concepts best, but I realized that was because it was the shortest concept, not because of the content of the concept.  If we had relied on AI to conduct the research, it would have taken those responses at face value and not probed further.  Simon said that we qualitative researchers are too humble and don’t do enough to explain the value we bring.  I agree!

Those are just some of the highlights.  The Worldwide Conference reminded me of how important it is for us to keep learning and adding to our skills.  The next opportunity is coming up soon: QRCA’s annual conference will take place in Denver, January 22-25, 2024.  I recommend it!  Register here: https://www.qrca.org/event/2024-annual-conference .

How can we add value to your next research project?  Email me at info at bureauwest.com and let’s discuss!

Sources: QRCA 2023 Worldwide Qualitative Research Conference: “A Hybrid Future: Exploring Human Interactions On- and Off-line,” Lucy Foylan; “Navigating Qual in the Age of AI,” Daniel Berkal; “Can Emotion AI Remove Bias in Global Research?,” Sidi Lemine; “What AI Can – And Can’t – Do For Qual,” Jay Zaltzman, Simon Shaw, Paul Kingsley-Smith, Tom Woodnut

How Gen Z differs from previous cohorts

Generation Z, people born between 1997 and 2012, make up 20% of the US population, and are the next important group for companies to consider, both as prospective customers and potential employees.

Clockwise from top left: James Charles, Chloe Kim, Greta Thunberg, Billie Eilish,Lil Nas X, and Zendaya. (https://www.sfweekly.com/culture/who-is-gen-z-really/ Photo Credit: Grace Z. Li/ DFree/ Tinseltown/ Kathy Hutchins/ Live Oeian via Shutterstock)

I was at the QRCA Annual Conference last week – it was great to see my fellow qualitative researchers in-person! – and I attended a presentation and panel led by Jamin Brazil about Gen Z.  Whenever people talk about characteristics of cohorts, I wonder whether those characteristics have to do with the cohort specifically, or the life stage they’re in.  I still remember, at the beginning of my research career, people saying that Generation X were “slackers.”  Then, a few years later, they said “we were wrong, they’re actually hard workers!”  That’s because when they were college students they weren’t as hard working as when they got married and had kids!

Having said that, there do seem to be some characteristics that really are specific to Gen Z.  These came up in the presentation and were confirmed by the Gen Z attendees sitting with me during the session, as well as in research interviews I’ve been conducting with members of the cohort.  Marketers and employers should consider these characteristics if they want to appeal to Gen Z:

  • They are digital natives: That is, they have always lived with social media and smartphones.  As a result, they are quite experienced and savvy when it comes to inauthenticity and digital scams.  When it comes to purchasing decisions, they rely on influencers (people on social media regarded as experts or taste-makers in a specific area) more than other cohorts.
  • They are pragmatic: In contrast to Millennials who were raised by Baby Boomers and who tend to be idealistic, Gen Z were raised by Generation X parents – and saw their parents struggling during the great recession.  They tend to focus on saving money.
  • They are diverse: 49% of Gen Z identify as non-white, more than any cohort before them. They are more likely to have grown up amid diverse family structures – whether in a single parent household, a multi-racial household, or a household in which gender roles were blurred. As a result, they are less fazed than previous generations by differences in race, sexual orientation or religion.

The above has implications not just for marketers and employers, but also for researchers.  We are finding that Gen Z members are more difficult to recruit as research respondents.  They are mistrustful of traditional recruiting and worry about data security.  Research recruiters are finding greater success recruiting through social media and word of mouth, rather than traditional methods.  And Gen Z members are demanding higher research incentives, thinking of research participation in much the same light as a “side hustle.” 

How can you appeal to your Gen Z prospects?  Let’s ask them!  Email me at info at bureauwest.com.

Sources: Panel Discussion: Meet Your Future – Gen Z ARE the Future of Research, both as Participants and Researchers, QRCA Annual Conference, 5/16/22; What Are the Core Characteristics of Generation Z?, Annie E. Casey Foundation, 4/14/21; Bureau West research