How to avoid bias in research

One of the most important concerns we have as market researchers is how to minimize the influence researchers have on participants. We want to uncover participants’ real thoughts, feelings and motivations, but what if the researcher’s presence, or even the mere act of asking the question, has an impact on participants’ responses?

Experienced researchers have a variety of methods we use in qualitative research to reduce that impact and obtain the most accurate input possible. For example:

  • Setting the tone. The intro at the very beginning of the discussion is an important tool to minimize bias. The first thing I tell participants is “I’m an independent researcher. That means you can say good things or bad things and it won’t hurt my feelings either way. My job is to get people’s honest opinions.” (The late great Naomi Henderson advised against saying “there are no right or wrong answers,” since that brings up the idea of wrong answers. I agree!)
  • The intro is also the time to set the ground rules to avoid having one participant dominate the conversation, which can also introduce bias. I say “I want to hear from everyone and keep it even, so if you notice you’re going first a few times, I’m going to ask you to hold back and let someone else go first.” If a participant later starts to dominate the conversation, they can be reminded of this ground rule.
  • Neutral language. When our clients have questions, they tend to be unconsciously biased in favor of their product. For example, they may want to know how a certain feature has improved customers’ experience. Instead of asking questions like “how has this this feature improved your experience?” I prefer questions like “What impact, if any, did this feature have on your experience?”
  • One exception: when we want to make sure participants aren’t saying things to please us, we might play devil’s advocate to see how strongly they feel. For example, “Is that feature really that helpful? Someone was just saying in the last group that it made no difference to them. Were they wrong?” This gets participants to provide more detail about why they feel the way they feel.
  • Watching our own signals. The moderator can bias things without realizing by smiling or saying something like “great answer” to a participant. We really have to watch ourselves. I try to thank everyone for their input, say things like “that’s an interesting point” and “does anyone agree or disagree?” to make sure I appear neutral. And the first time someone disagrees with another participant, I’ll praise them and say something like “that’s what I was talking about earlier – we can feel free to disagree with each other in a friendly manner.”

While we can’t completely eliminate researcher influence, the above strategies can help a great deal. As third-party researchers, one benefit we bring to our clients is the fact that we come from the outside and are therefore more able to be neutral when conducting research. It’s important to approach research discussions with curiosity and empathy, rather than advance expectations about participants’ responses.

Let’s discuss how to elicit unbiased information from your customers and prospects. Email me at info at bureauwest.com.

Beyond research: empathy

I was recently talking to my friend and colleague Rob Volpe, CEO of Ignite 360 and author of the book Tell Me More About That: Solving the Empathy Crisis One Conversation at a Time. We were discussing a recent presentation he gave about how empathy influences buyer behavior. Spoiler alert: empathy has always been required to conduct market research well and to create effective marketing. But with the pressures we all face, clients can sometimes forget that, and it can be worth reiterating the benefits of utilizing empathy in our work:

  • Empathy allows marketers to deeply understand the needs, desires, and pain points of their target audience. This understanding helps in creating products, services, and marketing messages that truly resonate with customers.
  • Empathetic marketing builds trust because it shows customers that brands genuinely care about their concerns and well-being. This trust leads to stronger customer relationships and loyalty over time.
  • Empathy enables brands to create emotional connections with customers. They are more likely to choose a brand that makes them feel understood and valued.
  • Empathy can influence purchase decisions by addressing emotional triggers and motivations effectively. Brands that connect on an emotional level through empathy are more likely to influence customers to choose their products or services.

How can we infuse empathy in our market research and our marketing?

Start with overall mindset. When conducting research, we should go beyond seeing answers to questions such as “how do you choose which product to buy?” and strive to understand customers’ overall lives. This means:

  • Taking the time to build rapport with participants.
  • Asking open-ended questions that invite detailed responses.
  • Reflecting back answers to show participants we understand.

Most of us would call the above “conducting research the right way!” But when time and cost pressures come to bear, it can be worth reminding our clients of the benefit of conducting truly empathetic research.

Let’s discuss how to infuse empathy into your research. Email me at info at bureauwest.com.

Sources: Tell Me More About That: Solving the Empathy Crisis One Conversation at a Time, Rob Volpe, 2022; Rob Volpe

Using ethnography to get at the truth

One of the biggest challenges in market research is making sure people are telling us the truth. Beyond intentional lying, people frequently don’t realize they’re not telling the truth. For example, people think they always make decisions based on logic only (and they don’t). And they over-estimate how “virtuous” they will be, whether it comes to eating or saving or variety of other activities.

 We have a variety of ways to get around that problem. One favorite: asking people what other people think or say or do – not them. Another is ethnographic research: observing people’s behavior in real life, whether at home or at work or while shopping. This type of research helps us learn more about customers and prospects: we get to see what they really do, including the things that contradict what they say they do. And we can more fully understand the context of how our product or service fits into their lives.

There are many examples of how ethnographic research has helped companies:

  • IKEA combines home visits with qualitative interviews and quantitative surveys to develop their Life at Home report which helps inform product development and communication strategy.
  • Google researchers observed how people navigate unfamiliar areas to inform the intuitive design of Google Maps.
  • The dripless cap was invented after researchers saw people had a roll of paper towels next to their detergent containers and learned it was there to clean up the drips that always happened.

While ethnography can clearly help with product development, note the IKEA example above: their in-home research also provides a deeper understanding of their customers and their needs, which can help develop more effective marketing strategy.

One problem with ethnography: the “observer effect.” People may change their behavior because they know they’re being observed. That’s why I advocate combining qualitative interviewing with ethnographic research. As a researcher, rather than remaining silent and telling people to do what they normally do, I have a conversation with them so they can be more comfortable and not feel judged.

For example, when I was conducting in-home and in-store research about how parents buy food for their children, I noticed one mom who talked about buying healthy food… but I saw a lot of junk food in the pantry!Mom must have known we could see that, so rather than ignoring it, I gently probed “you know, many of the people we talk to mention the desire to eat healthy, but they still have a lot of snacks like these. Tell me about that.” My comment about the other people we talked to enabled mom to not feel judged and then we could talk about the trade-offs between healthy and unhealthy snacks, which was very valuable to our client as they developed messaging and packaging for their products.

Let’s discuss how to find out what truly motivates your customers. Email me at info at bureauwest.com.

Sources: “Companies That Use Ethnographic Research: Success Stories,” Insight7; “IKEA Life at Home,” IKEA; Bureau West research

Using humor in research

My friend and colleague Tom Rich just wrote a great article about how using humor can improve the results of focus groups and interviews. It’s a point worth emphasizing. When people participate in qualitative research, they are speaking to a person or people they don’t know and they’re not sure what to expect. As a result, they are less likely to be candid and may tend toward “politically correct” responses to questions.

Humor helps participants feel more comfortable. It makes the conversation feel more casual and less “official.” If the moderator makes a self-deprecating joke, it implies that he or she isn’t perfect – and the participants aren’t expected to be perfect, either. For example, Tom like to joke that the session is being recorded because “I’m too lazy to take notes.”

However, humor is not a tool that should be used lightly (if you’ll excuse the pun!). It’s important to remember that the goal is to put participants at ease, not for the moderator to be seen as a great comedian. I’ve often said that we moderators need to emulate Pat Sajak from Wheel of Fortune when it comes to humor – his jokes were always completely bland and inoffensive. We don’t want to run the risk of offending our participants… that would be counter-productive!

For example, I used to frequently make a joke when asking about people’s lives along the lines of “you guys don’t have any stress in your lives, do you?” Everyone would laugh, because – of course – everyone feels like their lives are stressful nowadays. But one day when I was conducting focus groups in a suburban location in Tennessee, I made that joke and I saw a momentary flash of anger. I immediately smoothed things over saying something about how everyone’s lives are so stressful and the moment passed. Upon reflection, I realized that I was in a small town in Tennessee with a New York accent and business casual clothing that looked different than what the participants were wearing. For a moment, they thought I was looking down at them thinking their lives were simpler than mine. I’m sure Pat Sajak would not have made that mistake!

Let’s figure out what your customers really think. Email me at info at bureauwest.com.

Sources: “Using Humor to Improve Conversation,” Thomas Rich, July 17, 2024; Bureau West Research