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QUALITATIVE RESEARCH CONSULTANTS ASSOCIATION

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TOOLBOX

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Agile Is in Style

It’s a fast-moving world. Are you ready

to deliver more agile qualitative to ensure

that live, interactive insights remain rele-

vant to your clients?

You know the situation:

• The client has seven days, not seven

weeks, from brief to deliverable.

• They have a single objective.

• They either get the research done

quickly or not at all.

• They want their team to be involved

and need live consumer interaction.

10 Essential Tips

Here are 10 tips worth considering to

speed up your next challenge and deliver

relevant and valuable insights within

seven days!

Tip #1 –

Briefing Must Be Interactive

You need a live conversation to dis-

cuss the brief in-depth. All the usual

areas need to be covered: clarifying the

single objective, understanding the busi-

ness context, considering whether

online or in-person is most appropriate,

knowing the team that will be involved,

agreeing on the stimulus material,

exploring the budget, etc. But an inter-

active briefing is even more critical to

deliver against such a tight deadline, as

it provides the opportunity to:

• Be confident the objective can be met

with an all-in-one-day, fast-turnaround

approach, or to decide that it should be

part of a hybrid approach (clearly you

cannot include a two week in-home

placement or homework diary!).

• Determine that the target audience has

at least 25% incidence for rapid recruit.

• Explain the fast-turnaround process to

manage expectations for involvement

and agree to the timeline.

• Discuss the number of sessions, the

length of each session and how many

participants per session.

• Agree on deliverables (written report,

presentation, visual recording with

highlight reel, etc.).

Tip #2 –

SOW Proposal, Not a Full Proposal

If the briefing discussion covers all the

bases, then a one page statement of work

(SOW) can capture the key information

outlined above, ready for official sign off.

You don’t need a full-blown proposal—

By Janet Standen

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Co-Founder

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Scoot Insights

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San Francisco, CA

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janet@scootinsights.com

CLIENT NEED INSPIRES MORE AGILE QUALITATIVE

S COO T A CC E L E R AT E D T I ME L I N E

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7

STEP 01

STEP 02

STEP 03

STEP 04

STEP 05

STEP 06

STEP 07

Briefing to SOW Proposal (route mapping)

Screener

Respondent Recruit

Discussion Guide

Fieldwork, Analysis & Interactive Debrief

Synthesis - Insights into Action Report

Deliverable