C12 Flashcards
Project start client to agency
Most project starting points will be the brief the client has prepared and the proposal the research supplier submitted in answer to this. As researcher starting project you should therefore be aware of:
Business problem for which research is needed
End product of research - information needs, objectives and outputs
Project resources - budget and time
Risks that are acceptable to client and those that are not
Proposed research plan
Once research supplier has accepted project it becomes responsibility of lead person within agency to deal with this - typically the project manager,
Role of project manager and what they must know to do this effectively
To deliver completed projects to clients. This may man all of that person’s time is devoted to that one project; if it is a large and complex one. Person may also be responsible for other projects running at same time so will need to split their time accordingly.
Main responsibility of project managers is to plan how the project will run, decide what resources are needed and put them into place and manage all of the project tasks through to completion and delivery. This means manager must:
Know what client needs research for
Understand aims and specific objectives of project
Understand constraints and what trade-offs are possible within that
Out in place risk management strategy - identifying risks and drawing up mitigation plans
Draw up project work plan that will achieve aims and objectives within the constraints
Understand what ha to be done - identifying work tasks
Allocate clear and well-defined roles to team members
Monitor and review progress
Adjust project work plan where necessary
Keep all involved in project informed of process
Identifying potential risks
Though you will have scrutinised the client briefly and prepared a research plan as part of the proposal, in setting up and running the project you will encounter things you are aware that you didn’t know at proposal stage and things that you had not envisaged in the planning stage. These are risks to the success of the project - by having a risk management strategy you identify likely risks in advance and work out a plan to prevent or control them.
Project management tools
Two main types; type that helps you work out the most effective project plan and type that helps communicate plans to all those involved. In effect this is an early project management plan, making clear to client and project team members what is involved in project; project start meeting - a meeting at which project manager briefs project team in detail about the project and how it will run and answers any questions about key issues including, roles, responsibilities and timings; project timetable, which sets out key dates or milestones in the life of project and may take form of a critical path analysis chart, a project evaluation and review technique PERT chart or Gantt chart; a costing schedule or grid showing budget available for each part of project.
Communication
Good PMs should help project team to understand:
Project aims and objectives
How these are to be achieved
Their role in achieving these
An effective PM will also share info with clients and with those involved in different aspects of work on how the project is progressing in relation to aims and objectives.
Leadership
Process by which we influence others to achieve a goal. You should:
Know your own jobs
Be familiar with tasks of others involved in project
Ensure that all involved understand what must be achieved
Support them to achieve it
Set an example
Take responsibility of actions - if things go wrong, assess situation, take action and move on - do not blame others
Keep everyone informed
Make sound and timely decisions
Use full range of resources available to you
Managing resources
Finance being a project budget assigned by client and briefing stage and allocated to various tasks by researcher / agency when preparing proposals and planning the work. Once the project plan and project team are in place there is a job to do in managing resources effectively, ensuring that all tasks and activities undertaken are moving you towards achieving aims and objectives of the project.
Managing the budget
May not be in charge of the entire project budget, but will certainly have responsibility for part of it and accountable for this. To manage budget you should:
If RM inform team members about budget allocated to their tasks
If team member - ask about budget allocated to tasks
Find out how long key tasks take or have taken in past
Be clear about where costs in your part of project lie and be clear about who you reached them to the PM
Agree realistic budget for work requested
Assess and discuss risks of overruns, and if possible, agree a contingency
Inform PM and/or client about costs involved in additional work request
Monitor spend against budget set
If you detect overrun or think budget overrun is likely, assess situation and take appropriate action ASAP
Managing your time
Prepare list of tasks need to complete each day
Prioritise - list and then tackle tasks in order of importance
Acknowledge when a task has been completed
Assign or delegate tasks where appropriate
Get on with what you have to do
Responsibilities within project managment - broadly and speicifically
After the client gives go ahead to begin research, you will be involved in snoring what was requested in the brief and proposals and in any discussions with the client is turned into an effective research plan that is carried out efficiently.
At this stage it is a good idea to check whether or not there are any practical concerns that you did not anticipate when you wrote the proposal e.g. any changes to plans that impact resources needed and therefore price and timetable.
Once the project is underway you become a pivotal person in the research team - executives are responsible for liaising with those who commissioned research and those involved in various stages e.g. fieldwork, data processing and data analysis. Tasks that will be included are:
Administering project on day-to-day basis, checking progress, answering queries from field / recruiters, client, DP
Making contributions to discussions about design of data collection tool
Creating / laying out data collection tool
Briefing and liaising with fieldwork supplier / recruiters on sample requirements as well
Doing the same with fieldwork supplier on set up of fieldwork and requirements for this e.g. piloting, venue hire
Preparing interviewer or recruiter briefing notes
Briefing and liaising with DP supplier about scripting, coding and data processing of data collection tool
Liaising with client about prep and delivery of stimulus material
Checking feedback from pilot study and making any necessary changes
Monitoring progress of fieldwork - potentially attending or conducting
Checking accuracy of data tables
Listening to recordings and prepared transcripts / notes
Analysing and interpreting data
Planning and preparing presentations and draft reports
Liaising with client about progress, meetings, presentations and report
Main goal is to communicate what is needed to those who can make it happen, e.g. DP team, fieldwork / sample provider. Need to ensure all are clear on what is required to answer clients objectives on time and on budget.
why is it important to brief fieldwork / provider / team
When preparing a proposal you will have discussed feasibility of research design with a fieldwork supplier; this will have been cost based on assumptions about incidence of target sample in wider population; ease of identifying or approaching sample, nature / length of interview or discussion / survey, number of interviews or groups needed. It is important to confirm details including sample requirements, fieldwork start and finish dates with field suppliers and discuss any changes that may have been made to the original plan which may impact cost, timing or level of staffing needed. Fieldwork suppliers should be clear about exactly what is required before fieldwork is booked.
what to consider when preparing briefing for fieldwork supplier
Is it an ad hoc project or continuous? Will it be repeated at a later date, if so how many times / rounds?
Methods of data collection involved, quant / qual, group / workshops / accompanied shopping, online / F2F survey
Research locations, if more than one country how this will be managed
Equipment needed
Target population and incidence in general pop
Type of sampling procedure to be used
Sample size required
Length of qnn or DG
Stimulus material or test product needed and who will provide it
Turnaround time from start of fieldwork to delivery of data
Similar jobs done in the past - what has been learnt
If repeat of previous job, what implication does this have in terms of qnn or survey invitation or recruitment screen and use of sampling points, fieldwork locations or particular interviews
If there is to be a pilot phase before main fieldwork, dates of these
Is there going to be F2F briefing
Will client be attending / observing / listening to fieldwork
How will completed qnn or data files be transferred to DP supplier
briefing fieldwork in multi-country projects
Multi country projects will have two approaches to briefing:
If fieldwork is to be undertaken by a local supplier in each country, separate and specific briefings may have to be produced ensuring that you are consistent across countries if data is to be compared / combined
If it is to be coordinated centrally by one supplier, one main briefing document may suffice, with notes about special requirements by country.
summary of key dates and contact details in briefing fieldwork team
Once all issues are discussed and agreed with the fieldwork supplier you need to agree timings and contact details. Useful to include follow information ind document which can be circulated among all those directly involved in managing project:
Summary of key dates for
Delivery of final approved versions of qnn or recruitment screener
Delivery of interviewer / recruiter briefing notes
Interviewer / briefing session
Attendance at fieldwork
Start fieldwork and close fieldwork
Availability of data to the DP supplier
Contact details of person
With day-to-day responsibility for project
Responsibility for technical aspects of project (scripting, programming, analysis)
To whom completed qnn or data files should be sent
Getting access to target pop
Getting access to respondents for most consumer market research projects is relatively easy - whether they consent to take part is of course a different issue. Access issues arise when fieldwork is to be conducted at a particular location; where it is necessary to get permission from the site owner. Access to samples in B2B research can be particularly difficult as population can be guarded by gatekeepers e.g. C-Suite. You may need to convince a PA whose job it is to shield your boss from unwanted intrusions why involvement in research is worthwhile and a good idea. Some pops can be difficult to access due to low incidence or low visibility e.g. people with hearing aids. There are also access difficulties in children and vulnerable adults.
Access in some research limitations may be limited or even closed. Degree of difficulty in gaining access therefore has implications for costing and planning the timeline in a project.
If you have to get past a gatekeeper to access samples you may find that negotiations can be lengthy and time consuming, and may even be fruitless. May be necessary to use a sponsor to help gain access, someone whom gatekeepers and / or potential respondents respect and trust who can allay suspicions about research and it’s legitimacy.
Organising stimulus material
This can be advertisements, photos of products or packaging or products themselves. Think about stimulus material that is needed for the project and discuss with the client who is going to supply or prepare it. Make sure that this material is sent over in form needed - e.g. jpegs for online research. Make sure whoever is supplying material is aware of fieldwork deadlines so that material arrives in time to be uploaded or embedded in a survey programme.
Deciding on an incentive
Common to offer incentive to potential respondents to encourage to take part or thank them for taking part. MRS COC defines incentive as any benefit offered to respondents to encourage participation in a project.
Can be useful to offer incentive as it saves money and time in sampling and recruitment by ensuring those who are approached are likely to take part and complete what is offered to them. Can avoid over-sampling or need to reschedule interviews. Though incentive may not cover time lost to participants it will show to some extent the value of their time and contribution. When deciding whether to offer incentive you must think about:
Incidence of sample - may be necessary if this is low
Nature of sample
Nature of task
Whether it is ethically, legally and practically viable to offer
Checking viability of qnn - general process
Qnn will have been designed with research objectives in mind, containing questions that measure what you think you are measuring and which will collect the kind of evidence needed to address the research problem. Important to have fieldwork experts e.g. field executives, interviewers and respondents) check it from a data collection and fieldwork management POV, and DP expert to check from a DP POV. The same is largely true for interview guides or DG for qual exercises. Besides having it checked by client to assess whether it will gather evidence needed to address research problems should also be checked by experienced qual researchers who will be able to give insight into how this will translate into actual research, and the limitations of this.