Chapter 5 Projective and Elicitation Techniques
docx
keyboard_arrow_up
School
University of Florida *
*We aren’t endorsed by this school
Course
4404
Subject
Marketing
Date
Feb 20, 2024
Type
docx
Pages
21
Uploaded by GuitarLord
Chapter 5: Projective and Elicitation Techniques
What would your response be if you found out that customers for an account you're working on
described your client as a donkey but the employees who worked at the company described
themselves as racehorses, jaguars, or lions?
What kinds of conclusions could you draw from these data?
Well, you might reach the same conclusion as NOP Research Group (2001), the market
research agency that conducted this study for an office equipment manufacturer.
The client ordered this research after suspecting that its customers did not feel the same
way about the company as did the employees who worked there.
To figure out whether the client was correct, NOP conducted in-depth interviews with
customers.
Included in the interviews was the question, "If this company was an animal, what animal
would it be?"
Analysis of the data suggested that the company's employees and customers held vastly
different perceptions of it—donkeys and lions being quite different, after all.
The results of this research helped determine that an image problem existed; the client
subsequently took steps to correct the image problem and improve business practices
It’s possible to uncover what people think and feel by asking them a direct question in the
context of an interview, but that doesn't always work.
In the typical interview, participants don't always feel comfortable sharing their innermost
feelings with a stranger, and that's often what the researcher is.
Furthermore, consumers sometimes aren't sure why they buy a product or choose one
brand over another because the reason is buried deep in their subconsciousness.
And even if they do know why they buy, consumers don't want to appear irrational or
stupid.
They want to appear normal and will sometimes give you socially acceptable answers.
Or they'll avoid telling you exactly what they think just to be polite.
In short, a lot of times, people—for a variety of reasons—just aren't straight up with
interviewers
In these instances, the inability to get at a consumer's real feelings can be a problem.
Let's use two national brands of toilet paper as an example: Charmin and Angel Soft.
In some instances, a consumer might choose Angel Soft simply because she likes the
picture of an angel on the packaging.
o
To her, angels are soft and gentle, and she sees them as keeping watch over her
children.
o
In fact, she used angels as part of the decorating motif in her baby's room.
o
Angels also align with her religious beliefs.
o
But she thinks these explanations sound frivolous and aren't exactly good reasons
to buy a brand, so she might tell an interviewer that she purchases Angel Soft over
Charmin because it's cheaper/softer/her husband likes it and so on.
o
All these sound like perfectly good reasons to buy a brand, and the interviewer
will probably accept them at face value.
o
But they aren't the real reasons she buys Angel Soft.
o
The influence of the product packaging—the association of angels with the brand
—is important for an interviewer to know, but direct questioning won't uncover it
Let's try a few more scenarios.
Let's say that you were interviewing the same consumer and showed her different
characters associated with toilet paper, asking her what each meant: Mr. Whipple, angels,
pastel flowers, clouds, horses, puppies—all those visuals you associate with toilet paper
and a couple you don't (just so she wouldn't guess what your real intentions were).
o
Using a visual stimulus, she might be more prone to.fess up to the meaning of
angels in her life.
o
The visual stimulus might also open the floodgates to information leading to
insights about the influence of packaging on her purchase decisions.
Or you might ask her to construct a story about the two brands of toilet paper.
o
Her story about Charmin might involve the character Mr. Whipple and how he
resembles her grandfather, the person she trusts most in her life.
o
Her story about Angel Soft might very well focus on the angel associations the
brand holds for her (e.g.. "In heaven, the only brand of toilet paper in the
bathrooms is Angel Soft”).
Both these techniques would allow the researcher "access" to the real reason why she
buys Angel Soft: because of the angels
The approach that helped in the above example is called a projective technique.
Projective techniques
involve the use of stimuli that allow participants to project their
subjective or deep-seated beliefs onto other people or objects.
According to Donoghue (2000), projective techniques can help uncover a person's
innermost thoughts and feelings and are based on the idea that subconscious desires and
feelings can be explored by presenting a participant with an unthreatening situation in
which the participant is free to interpret and respond to the stimuli.
Projective techniques and similar elicitation devices are commonly used in qualitative
research to gain a deep understanding of a phenomenon (Boddy, 2005)
Unlike stimuli used in other types of research—for example, you can think of a survey as a type
of
stimulus
in that it triggers respondents to do something such as select an answer from a limited
number of options—the stimuli used in projective techniques are less structured and more
effective at getting around consumers built-in censoring devices.
This makes them particularly useful for uncovering honest information about topics that
might be sensitive or embarrassing.
They are also useful for uncovering subtle differences in how consumers feel about
products in categories where no obvious differences exist (such as our toilet paper
example).
Because there are no right or wrong answers, researchers hope that participants will
project their real feelings in their answers.
Deeply personal emotions are usually shared by human beings across the board
(Hollander, 1988).
o
So if planners can tap into these emotions, they might be able to discover the
types of insights that lead to successful advertising.
Elicitation devices
are similar to projective techniques: however, they aren't typically
aimed at uncovering subconscious thoughts and feelings but, rather, work as
"conversation starters"
With virtually all projective techniques, the benefit is in the discussion that accompanies the use
of the stimulus and not in the stimulus per se.
The stimulus itself usually serves mainly to help participants collect their thoughts and
explain concepts or ideas (Krueger, 1998).
Given this aspect, projective techniques are useful in either one-on-one interviewing or
group settings, and each context has its advantages and disadvantages (Bengston, 1982)
Individual interviews can elicit responses that are untainted by group or peer pressure, but
they don't capitalize on the dynamic that group thinking allows: the generation of ideas
sparked when one person responds in a way that stimulates the responses of other group
members.
One-on-one interviews can yield more detailed information, but group interviews are
better at uncovering a wider range of ideas.
Bengston (1982) also suggests that projective techniques work better in one-on-one
interviews due to the ease of administering them and probing responses, as well as their
appropriateness for getting at confidential information that a participant might be
reluctant to divulge in a group setting.
Our feeling is that the pros and cons of using projective techniques and elicitation devices
in one-on-one or group settings are largely determined by the phenomenon you're
researching
HISTORY OF PROJECTIVE TECHNIQUES
According to Rabin (1981), "The penchant of man for imposing his own ideas and interpretations
upon unstructured stimuli was noted, and occasionally recorded, centuries ago" (p. 1) and was
evident as early as the time of Leonardo da Vinci.
However, projective techniques are most often associated with the field of psychology,
where their use can be traced back to the mid-1800s.
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
These early attempts lacked a systematic means of analysis, however, and it wasn't until
the end of the 19th century that psychologists began using projective techniques in a
more rigorous fashion.
These early attempts largely concerned the use of ink-blots (which came to be known as
Rorschach tests), imaginative productions (such as stories told to pictures or other visual
cues), and word-association tests (which were first used as instruments for detecting guilt
in persons suspected of crimes; Rabin, 1981; Semeonoff, 1976).
These early efforts did not become known as projective techniques or projective methods
until the late 1930s (Rabin, 1981); by the 1960s, they were widely embraced by
motivational researchers (Robertson & Joselyn, 1974)
Ernest Dichter, a professional motivational researcher, is often credited with introducing
Freudian psychology to market research (Pinto, 1990; Soley, 2010), and in his work as early as
the 1930s, we see nascent applications of projective techniques to marketing problems.
According to Kassarjian (1974), projective techniques have been used in marketing
research since shortly after World War II.
The first published report—and most widely cited study—on market research using
projective techniques was a study by Mason Haire, a behavioral scientist, in 1950.
Haire assessed consumers attitudes toward a product innovation—Nescafe instant coffee
—by presenting shopping lists to two groups of 50 women.
The only difference in the two lists was in the coffee product that each contained; one list
included Nescafe, and the other included Maxwell House drip coffee.
After reviewing the two lists, participants were asked to write a paragraph describing the
women to whom each list belonged.
The Maxwell House woman was described in more positive terms than the Nescafe
woman.
The Maxwell House woman was viewed as a "good" housewife, whereas the Nescafe
woman was described as "lazy," "sloppy," and not a planner (Fram & Cibotti, 1991).
To determine whether the negative attitudes were the result of Nescafe, Haire added a
fictitious convenience product and repeated the test.
The results from this second round of participants resulted in each woman being viewed
unfavorably.
Haire attributed the common negative findings to the "prepared-food character" of the
products (Fram & Cibotti, 1991).
Next, Haire conducted a third phase of the study.
He presented the Nescafe list to 50 women in their homes, again asking them to write a
descriptive paragraph.
Coupled with this, researchers administering the stimulus asked to look in the
participants' pantries to see whether they had purchased Nescafe.
They found that those who wrote unfavorably about the Nescafe woman didn't have
Nescafe in their pantries.
Conversely, those who were more favorable toward the Nescafe woman also tended to
use the product (Fram & Cibotti, 1991)
Until relatively recently, the use of projective techniques by academic researchers has been
sporadic and nonuniform, mainly due to questions of validity and reliability (Soley: 2010).
Nevertheless, projective techniques have become popular in market research.
One reason is their cost efficiency—it often costs much less to use projective techniques
in the context of interviewing than it does to conduct segmentation studies that might not
yield the same quality information.
Most agencies now report that they use projective techniques more frequently and
segmentation studies less.
However, market parity also might be a reason for the resurgence of these techniques,
especially in the advertising industry.
According to Piirto (1990), "As consumer spending choices increase, the agency's job of
finding the selling hook becomes a search for nuances" (p. 33).
Because there's often little that distinguishes competing brands in the eyes of consumers,
planners look for small, subtle differences that they might leverage into successful
advertising
TYPES OF PROJECTIVE TECHNIQUES
Any projective technique has two basic aspects.
The first is the stimulus, and the second is the participants responses to the stimulus
relative to the meaning the stimulus or situation holds for them (Rabin, 1981).
Projective techniques have been categorized in terms of the responses required from
participants.
Donoghue (2000) offers a typology of projective techniques that divides them into five
different categories: association, construction, completion, expressive, and choice
ordering.
This typology is useful for helping to explain the differences between the various
techniques and, we hope, better illustrates the wide variety of projective techniques
available to planners.
First, however, a note of caution is in order: A lot of books have been written about
projective techniques and can be found in the psychology section of the library or your
local bookstore.
They’ll give you a lot of examples of projective techniques.
Just be aware that you can seldom translate these examples directly to the type of
research you'll be doing and you'll need to make adjustments to some established scales
in order to answer whatever your question is.
Or you might not find a projective technique that fits what you want to get at, so you
might find yourself inventing your own technique (you'll see from the examples below
that many ad agencies have done this and even have trademarked their efforts).
The thing to keep in mind is that using any projective technique requires skill on the part
of the planner.
Like conducting interviews, you usually have to use projective techniques a couple of
times before you feel comfortable administering them.
Also, if your situation requires that you modify or invent your own technique, we
strongly urge you to verify the results of your research by triangulating them with other
methods until you feel confident that your approach is actually tapping into whatever it is
you want to study.
We'll talk more about different approaches to triangulation that incorporate projective
techniques at the end of this chapter
Association
In
association
techniques, participants are given a stimulus and are asked to respond with the
first words, images, or thoughts that come to mind.
The actual response, the speed with which participants answer, and the frequency of a
particular response may all be useful tools for understanding the consumer's relationship
with a particular brand or product
One of the most commonly known and oldest forms of association techniques used in marketing
research is word association.
Word associations have been used by psychologists since the 1880s and have been linked
with marketing since World War II.
In word associations, respondents are asked to respond with the first word that comes to
mind after reading each word in a list or series of words (Donoghue, 2000; Stevens,
Wrenn, Ruddick, & Sherwood. 1997)
To veil your motive and not clue in participants to the actual brand or product being tested, the
list often includes "neutral" words those having nothing to do with the brand (e.g.,
carrot, dog,
pencil
, etc.—and "key" words that are directly related to the brand (Kassarjian, 1974).
In the latter case, think of coffee as an example.
Key words for coffee might include
aroma, flavor, Folgers
, and
brown
.
If you go back to the toilet paper example we gave you at the beginning of this chapter,
you might come up with a list that includes key words such as
angel, soft, clouds
,
and
white
.
A related associative technique is brand personification.
o
This approach requires participants to associate a brand or product with a person
or personality type.
o
Participants are given photographs of different people and are asked to select
those that personify either the brand under consideration or its competitors (or, in
some instances, both.
o
If photographs are not available, participants can draw the persons they think
personify the different brands
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
Word associations can help you elicit a consumer vocabulary or list of words commonly
associated with brands or products.
This vocabulary list is useful for uncovering a brand's identity or its salient product
attributes and may ultimately become part of the creative strategy or the resulting
advertisements.
Similarly, brand personifications help discover the images that consumers hold of a brand
and its competitors.
Other uses for word associations and similar techniques include assessing trade name
recognition and examining the effects of advertising slogans or promotions (Kassarjian,
1974)
To generate a list of key words for an established brand, it is useful to start by looking at past
promotional efforts, because these might yield the best trigger words to elicit a response in your
participants and help you zero in on important terms.
If your goal is to reposition your brand or if your product is new on the market, you
might want to start by trying to generate a list of key terms associated with your
competitors.
Knowing what your brand is (and what it is not) will help determine whether creative
strategies should reinforce the brand's image or try to change it
Association techniques are widely used in advertising.
For instance, BBDO Worldwide actually has trademarked its brand personification
technique, called Photosort (Pirto, 1990).
Using this technique, consumers express their feelings about brands by looking at photos
of different types of people.
Respondents are then asked to make connections between brands and the pictures of
people, with the idea that certain types of people personify the users of certain brands and
that by making these matches, an account planner can get an idea of a brand's personality.
For example, research conducted for General Electric suggested that consumers thought
the brand was conservative and attracted older types.
o
General Electric subsequently changed this image with the help of its "We Bring
Good Things to Life" campaign (Piirto. 1990)
Construction
Construction
techniques require participants to construct a story or picture from a stimulus
concept.
These techniques require more complex and controlled intellectual activity than do mere
associations because the consumer must take a somewhat abstract association and flesh it
out (Donoghue, 2000).
Participants in a focus group can be asked to develop and present a collage centered on a
topic assigned by the planner.
The moderator of the focus group can divide the group into two or three smaller teams,
each with at least two people
Allow about 15 to 30 minutes for participants to prepare their displays.
Supply resources that will let them add their own words and pictures to the materials
you've given them.
We've found that access to colored pens or crayons, extra pads of paper, and even retail
catalogs (don't forget the scissors!) or dictionaries can often help participants better
construct a collage about their feelings.
After participants have completed the collages, you should have each team present its
work and encourage feedback and participation from other members of the group
(Krueger, 1998)
A similar constructive technique used by planners involves the use of "bubble" drawings or
cartoon tests.
Participants are provided with actual visuals or cartoons of people portrayed in situations
of interest to the planner.
Participants are then asked to fill in the bubbles (much like the ones you see in cartoon
strips) to indicate what a character is thinking, feeling, or saying in the portrayed situation
(Donoghue, 2000).
These types of exercises are particularly useful when investigating in-store consumer
behavior.
For example, if you wanted to know how college students decide among various brands
of detergent, you could prepare a visual that shows a young college-aged woman and her
roommate standing in the middle of the detergent aisle.
o
The image would show three thought bubbles to illustrate what each of the
women is thinking, saying, and feeling
What the planner is most interested in when using construction techniques is the process that
participants go through in constructing meaning, rather than the end result that the process yields.
Understandably, these techniques require that planners either question participants
continually as they complete the exercise or immediately on completion of the exercise
so that none of the emotion the participant goes through while making the construction is
lost
Construction techniques work well in both focus groups and one-on-one interviews; however, the
complexity of the task you are asking participants to perform will give you some idea of whether
it's appropriate for your specific situation.
For example, asking a participant in a one-on-one interview to construct a collage is
likely to eat up quite a bit of your interview time.
o
This same task in a group setting, however, is much more manageable and is a
better use of your time
Completion
Completion
techniques are comparable to word associations in that they tap into similar
variables, but they are often considered a bit easier to work with because they better indicate a
subject's attitudes and feelings and give good insight into a participant's need-value system
(Kassarjian, 1974).
With completion techniques, participants are given incomplete sentences, stories, or
conversations, or are presented with arguments, and then are asked to complete them.
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
Though this technique can be useful if you have only a limited amount of time with a
participant, it requires that you probe participants thoroughly in order to interpret
correctly the information they're giving (Donoghue, 2000)
Kassarjian (1974) notes that most market researchers typically phrase completion questions in
either the first person (e.g.. "When I think of toilet paper,____.”) or the third person (e.g., "When
people think of toilet paper,_____." “The average person who thinks about toilet paper _____.")
Care should be taken when constructing a completion stimulus because it heavily influences the
type of information an interview will generate.
When phrased in the third person, completion techniques are highly useful for gaining
insight to participants' deep-seated feelings that might be perceived as negative and are,
therefore, hard for a researcher to access.
For example, let's say that you are working on behalf of a travel industry client that sells
safari packages.
o
You could ask a group of participants whether they might consider Africa as a
vacation destination (e.g.. "I would go to Africa for a vacation because _____." "I
would go to Africa for a vacation if ____.") and if so, why.
o
We're pretty sure they'd say something along the lines of "the scenery is
breathtaking" or "there are a lot of interesting cultures in Africa."
o
But what do you think they'd say if you asked them why a neighbor might
consider Africa for a vacation (e.g., "My neighbor would go to Africa for a
vacation because ____." "My neighbor would go to Africa for a vacation if
____.")?
o
Chances are you might hear things like "he (or she) likes to show off” or "Africa
is where all our friends go on vacation, so he'd go because he has to go to keep up
with the Joneses."
o
These latter two are the real reasons you participants might be considering Africa,
and giving them the opportunity to talk about someone else—such as their
neighbors—enables them to talk freely about attitudes they don't necessarily want
to admit they hold
Completion techniques are useful in either one-on-one or group interviewing and are easily
administered, generally, the same procedures are followed for both interview types.
For example, in a focus group, the planner can pose a sentence to be completed and then
give participants a few minutes to finish the task.
o
As a way of promoting discussion, the planner might read the partial sentence and
begin asking participants to give their answers and talk about what they were
thinking as they completed the task (obviously, you won't have the benefit of the
group discussion if you're doing an individual interview).
o
After all participants have had an opportunity to contribute, the planner might ask
for their comments, observations, and opinions about what they saw as similar or
different in the answers (Krueger, 1998)
Expressive
Expressive
techniques require participants to role-play, act out, tell a story about, draw, or paint a
specific concept or situation (Donoghue, 2000).
Role-playing is one expressive technique that works particularly well in situations where
participants cannot describe their actions or behaviors in an abstract way but can
demonstrate them (Krueger, 1998).
This technique can be used in either individual interviews or in group situations; it is
particularly effective in the latter.
According to Krueger (1998), in the context of a focus group, "role-playing is helpful in
finding out about complex human interactions through demonstrations" (p. 80).
In the focus group, the role-playing activity usually occurs with one or two of the
members assuming roles and the rest of the group serving as an audience.
Krueger notes that the researcher has a dual opportunity to gather data in this type of
situation: She can observe firsthand the outcome of the role-playing, and she has the
added opportunity for feedback from the rest of the group
In addition to role-playing, other expressive techniques are available for account planners.
The most widely used expressive technique in both clinical and marketing research is the
Thematic Apperception Test, or TAT (Kassarjian, 1974).
When used in marketing research, the TAT is appropriate for such areas as copy testing
(words, visuals, and colors); gaining insight into qualities associated with different
products and the people who use them; and exploring attitudes toward products, brands,
images of institutions, or symbols.
The TAT consists of a series of pictures or cartoons on cards that convey the research
topic but are presented in a situation that is somewhat ambiguous.
Standardized TAT visuals have been developed over the years, or a researcher might
come up with her own.
If you develop your own visuals, ambiguity (how much a participant can read into a
visual- it should be sufficiently ambiguous to elicit a number of stories but focused
enough to help answer your research question), the content of the visual, and how
elements of the visual are arranged all need to be considered (Soley & Smith, 2008).
When using the TAT, participants are asked to review the image and construct a story
about what they see (Donoghue, 2000). They may also be asked to elaborate on what led
to the portrayed scene and what might happen in the future.
Themes are developed based on the participants personal interpretations of the pictures
(Zikmund, 1984). Major themes are then analyzed across participants to uncover their
subconscious feelings and motivations (Soley, 2006)
Expressive techniques have been used successfully to discover things about consumers.
For example, to find out how teenagers feel about acne for its client Clearasil, D'Arcy
Masius Benton & Bowles used a TAT.
o
After being shown a picture of a person who had a blemish, the teenagers were
asked to describe the feelings of the person in the picture.
o
The agency found that to teenagers, pimples mean social isolation and being
different.
o
As a result, the agency developed a campaign to let teens know that they could get
back into life quickly if they used Clearasil.
o
According to a spokesperson for the agency, "We wouldn't have gotten that kind
of information if we simply asked them to talk about acne and acne remedies"
(Piirto, 1990, p. 33)
As with most other projective techniques, the visual must be interesting enough to promote
discussion but not so obvious as to give away the purpose of your research.
The visual also must be relevant to the participants.
By way of illustrating these last two points, Zikmund (1984) relates the story of a
research project conducted on why men purchase chain saws.
A visual of a man looking at a large tree was used to explore buying motives among
homeowners and weekend woodcutters.
The participants' initial reaction to the visual was that it wasn't a job for them but required
the help of a professional.
In other words, they couldn't relate to the man with the problem, so they didn't consider
sawing down the tree themselves as part of the solution.
Similarly, when deciding on the stimulus to use in a TAT, the planner should refrain from
giving clues that indicate an obvious positive or negative predisposition to any elements
of the visual
"The House Where the Brand Lives" (or variations thereof) is another common expressive
technique used by planners.
Planners may introduce a series of brands one by one and then ask the participant to
describe the exterior of a house where each of the brands lives.
What style of house is it? Is it big? Small? Run-down? Well kept? Does it have a porch?
How about a yard? What's in the yard?
Carrying it a little further, you can also ask the participants to describe the person who
answers the door of the house, others who may live in the house, and what the individual
rooms look like.
To get insight into media use habits, you might also inquire about the channels to which
the TV is tuned, what magazine subscriptions the residents of the home have, to what
station the radio in the kitchen is tuned, and so on.
This technique offers great insight into a brand's image among consumers and may
suggest opportunities in the marketplace
A beer example offers a good illustration of this.
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
We asked students in an advertising class to describe the houses where two brands of beer
—Rolling Rock and Budweiser—lived.
Although Budweiser has the larger market share, both beers are domestics that are
nationally distributed and equitably priced, so they appear to share many similarities.
The students described the house where Budweiser "lived" as middle-class and probably
located in an older suburb. The house was not large but was well kept. There was a yard
with a well-kept lawn. In the yard were toys, suggesting that a family lived there.
The man who answered the door was in his 30s and casually dressed, a white-collar
worker enjoying a weekend at home.
The living room was traditional, containing a sofa and a couple of easy chairs; it was
clean but definitely lived-in (toys strewn about, etc.). The living room contained a
widescreen television that was tuned to ESPN, where a football game was in progress
Now, contrast this image with the one students constructed for the Rolling Rock home: It was
smaller and a bit rum-down, possibly in a city.
The yard was weedy with a lot of bare spots; in the driveway were a couple of cars, none
new (our students called them "beaters").
The home had a porch: on the porch was an old couch.
A knock on the door was also answered by a man, but this man had on a T-shirt with a
couple of stains: he was a blue-collar worker. The man looked as though he may have
been woken by the knock on the door.
His living room also contained a couch and a couple of chairs, but they were a bit
threadbare.
From the looks of his home, he lived alone. He had a television, but it wasn't widescreen.
The television was tuned to a wrestling match on WTBS
What conclusions can you draw from the above descriptions concerning the brand images of
these two beers?
An obvious one is that the image of Budweiser was a bit more upscale than that of
Rolling Rock.
Looking deeper into the data. you could conclude that Budweiser is a more mainstream
beer, middle-class, and the beer of choice for a "regular" guy.
In contrast, Rolling Rock is a much more blue-collar beer.
And that's not necessarily a bad thing, considering that Rolling Rock beer has its own
niche in the market and does quite well.
But the students descriptions certainly describe two different images, both of which might
certainly influence creative strategy (e.g... these descriptions suggest that it would be hard
to position either of these beers as the beverage of choice for the sophisticated man)
Choice Ordering
Donoghue (2000) notes that
choice ordering
techniques are frequently used in quantitative
research but can also be used informally in qualitative research.
Techniques of this type require participants to explain why certain things are more
important than others.
After presenting a stimulus that asks participants to rank a list of product benefits
from
most important
to
least important
, a planner will use probing questions to find out
why participants designated some benefits as more important than others.
Choice ordering techniques are also useful when you want participants to rank or order
characteristics associated with a product, brand, or service (Donoghue, 2000). This
information can be used to develop creative strategy or to reposition a brand
Perceptual Mapping
Perceptual maps are an ideal way to get folks talking, most effectively in the context of a group
interview.
A perceptual map is a graphic technique that attempts to visually display the perceptions
of participants relative to several dimensions of a product or brand (Hausman, 2010).
While perceptual maps are often used in quantitative research to develop
multidimensional scales or discriminate among entities being compared on multiple
attributes (Teas & Grapentine, 2004), they are also useful in qualitative research.
For example, if you know how consumers view your client's product relative to that of its
competitors on key dimensions, you can more easily develop brand and competitive
strategies, recognize areas in which your brand is struggling, identify areas for potential
product line extensions, or pinpoint consumer segments in a market not currently being
served (Ganesh & Oakenfull, 1999; Hausman, 2010). Sounds like a great tool, huh?
We asked students in our campaigns class to evaluate five fast-food restaurants (Burger King,
Krystal, McDonald's, Taco Bell, and Wendy's) along two dimensions: value (good vs. bad) and
variety (a lot vs. a little).
Executing the exercise was simple enough on the blackboard, we drew a horizontal line
and labeled the endpoints "good value" and "bad value."
We wrote the names of the five brands on Post-it Notes so we could easily move them
around as the discussion unfolded.
Then we asked the students, Where do you think Burger King should be positioned on the
line in terms of value?"
Immediately, the students wanted to know what we meant by value.
Were we talking about cost? Quality of the food? We responded by telling them that we
were interested in what value meant to them relative to each of the brands.
The discussion became quite lively, with aspects such as cost, quality of products, and
hours of operation (our students thought a restaurant open at 3 a.m. was quite valuable!)
all provoking interesting conversation.
As researchers, our goal wasn't to reach consensus in the discussion but mainly to keep
the conversation going and to probe various aspects of value as they came up (e.g., "Can
you tell more about that?" "Does anyone else feel that way?").
Before we moved on to the next brand, we would gently say, "Well, it looks like the
majority of you think ____ should be about here on the line. Now let's talk about the next
restaurant.”
When the discussion of value wound down, we drew a vertical line down the middle of the value
line.
We labeled this new line with endpoints of "a lot of variety" and "little variety."
Then we asked the students if the various brands should be moved up or down along that
line.
Again, this sparked a lot of conversation, and subjects we didn't think about emerged.
For instance, Taco Bell—a restaurant with a pretty extensive menu—was perceived as
having less variety than some of the other brands because, "sure, there's a lot of things,
but they're all made with the same ingredients."
McDonald's fared the best on this dimension because it offered a lot of different options
but it also served three meals, which to the students was an aspect of variety.
Wendy's, which has a more limited menu with fewer value-menu items, and doesn't serve
breakfast, ranked at the bottom of the variety line
So what is this one telling us? Lots of things.
McDonald's pretty much owns its quadrant and is perceived as a good-value restaurant
with lots of variety.
This suggests that McDonald's strategy of the past few years of adding specialty coffees
and menu items such as oatmeal seems to be working.
As the market leader, McDonald's would want to defend and continue with this position.
On the other end of the spectrum, Krystal is a brand perceived as a somewhat bad value
with not so much variety (Krystal is open 24 hours, and our students seemed to think it
was a good idea only at 3 a.m.).
o
One thing Krystal might try is to introduce new products that go beyond
hamburgers.
o
It might also implement a communication strategy aimed at educating consumers
about its 24-hour convenience and inexpensive menu items.
Burger King seems to have little "personality" relative to the dimensions of value and
variety; it's neither good nor bad.
o
If Burger King does, indeed, have value and variety, all that might be in order is a
retooling of its communication strategy to focus on aspects of the two dimensions,
along with possible line extensions or new product introductions
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
We think this example gives you some idea of the value of perceptual mapping, particularly the
discussion it invokes.
Again, when used in a qualitative manner, this technique elicits from the participants
associations that the clients or planners might not have considered.
This information could be used in a variety of ways, including in advertising
A couple of cautions accompany perceptual maps.
Visually, portraying more than two dimensions on a map is difficult, and the dimensions
you select as your endpoints must be selected carefully.
Hausman (2010) notes that these dimensions should be based on something that
determines which products consumers purchase.
To this, we would add that the dimensions should not be too factual or concrete.
In the above example, if we used "price" instead of "value," our data would not have been
nearly as rich
ADVANTAGES AND DISADVANTAGES OF PROJECTIVE TECHNIQUES
The primary disadvantage of using projective and elicitation techniques is the complexity of the
data and the skills required to analyze the data Boddy. 2005).
This is especially true for those who are not familiar with qualitative data analysis.
Nevertheless, qualitative data analysis is a
learned
skill and one that becomes easier the
more often you do it.
Because of the complexity of the task, many planners opt to hire out research requiring
the use of projective techniques.
That leads to another disadvantage: The use of interviewers skilled in administering and
analyzing projective techniques is often expensive.
However, even if a planner opts to hire out research incorporating these techniques, the
planner still needs to understand their utility and have some idea of data analysis in order
to evaluate the quality of the outside researcher's work.
We discuss different approaches to analyzing data from these techniques at the end of this
chapter; the data analysis techniques we recommend are essentially those that apply to
most qualitative research and were discussed earlier in this book
Donoghue (2000) points out that insights generated by projective techniques are usually not
considered to be representative of a larger population because the samples often aren't large
enough to perform tests that have statistical significance.
However, the types of insights planners-are looking for begin with consumers
themselves, and a single comment by one individual might lead to the sought-after
insight.
If necessary, that insight can later be followed up with a larger number of consumers
The nature of some projective techniques also calls into question the reliability and validity of
what is being measured.
Reliability refers to the idea that a good research measure yields data that are stable (e.g.,
the likelihood that you'l1 see similar results if you perform the same research with a like
group of participants).
Validity refers to whether the technique is measuring what it is supposed to measure.
In other words, how do you know that the bubble cartoon a participant filled in reflects
what the participant feels?
The issues of reliability and validity associated with projective data often have led to
criticism of their use.
However, a study by Ramsey, Ibbotson, and McCole (2006) aimed at assessing the value
of projective techniques concluded that they are, indeed, reliable and valid approaches
that provide valuable insight
Another disadvantage of projective techniques is that getting participants to take part in them
may be difficult.
For example, some subjects might refuse to participate or be uncomfortable participating
in such activities as role-playing exercises.
Administering and encouraging participation in these types of research techniques often
requires a skilled interviewer
Despite their limitations, projective techniques offer many advantages.
The main advantage is the amount, richness, and accuracy of information that can be
collected (Donoghue, 2000).
This is especially true in cases where the focus of study is a person's beliefs, values,
motivations, personality, or other unique behaviors (such as product purchases!), which
are not easily measured or uncovered using more traditional research methods
Projective techniques are also useful in the context of a focus group for stimulating discussion or
breaking the ice.
Participants tend to enjoy projective techniques, and they can inflect new energy into a
focus group and lighten the mood of the research (Donoghue, 2000)
Projective techniques are a good way to get truthful responses from participants, because
participants often aren't sure what you're tying to measure and don't feel as though they are at
risk of giving socially unacceptable answers.
And, even if they are aware of the general purpose of the research, they often aren't quite
sure what aspects a planner is interested in.
Because the tasks that participants are called on to do are more free-form and
unstructured than traditional research approaches, participants do not perceive their
answers as right or wrong and can be easily encouraged to respond with a wide range of
ideas (Donoghue, 2000).
Also, projective techniques require little in the way of literacy skills, which widens their
scope beyond what might be included in a survey or measured via an experiment.
This lack of literacy requirements also makes some projective techniques particularly
appropriate for children or other populations that are unable or unwilling to articulate
their feelings using written words
DATA ANALYSIS
You might think it's your job to interpret data generated from projective techniques, but it's
actually the job of the participants, with the help of your guidance (Krueger, 1998).
Nevertheless, ideas rarely come directly from consumers, so a planner needs to develop
the skills to make connections that will uncover marketplace opportunities
According to Donoghue (2000), there are two approaches to analyzing projective data.
The first is to approach the data quantitatively, whereby the planner classifies the content
into categories that are given numerical values.
The specific categories can then be tabulated and used to evaluate a subject's responses or
the frequency of responses by groups
For example, let's say you're conducting research on coffee.
You might look over the answers participants gave on the projective tests you conducted
and group the answers dealing with color or the visual aspects of coffee (e.g.. dark brown,
cream colored, rich looking) into a category titled "Appearance."
Then, after categorizing all the participants' answers in this way, you might find that
coffee's appearance was cited often by participants and conclude that appearance is
important to consumers.
In and of itself, that finding isn't going to be important unless you know
why
.
Although quantitative analysis of the answers may be useful in tasks such as uncovering
the frequency of certain responses, looking at "top-of-the-mind" characteristics of a
product, or tying to plot a conceptual map based on consumer opinions and attitudes, it
often doesn't result in the types of insights planners tend to seek.
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
As we mentioned before, it's important to consider the answers participants give in
context.
You should be aware that using any of the projective techniques we've discussed in this
chapter requires a great deal of follow-up questioning and probing on the part of the
planner to establish the context of the answer and give it meaning
As noted in Chapter 2, computers are another option for data analysis and are sometimes useful
tools for organizing projective data.
Several computer programs on the market, including NUDIST and ETHNOGRAPH, are
widely embraced by researchers looking for a systematic way of analyzing qualitative
data.
Other agencies use proprietary programs developed in-house.
In fact, several agencies actually have trademarked computer programs that they
developed for data analysis.
For example, the Leo Burnett advertising agency has developed what it calls the
Emotional Lexicon, "an interactive computerized system that studies emotions derived
from product categories" (Piirto, 1990, p. 35).
o
This computerized system leads a participant through an interview containing
certain key words or phrases developed to represent a number of different
emotional dimensions that can be reduced to 15 key points.
o
According to a Leo Burnett spokesperson, these data enable the agency to
pinpoint whether consumers develop product preferences based on emotional or
rational choices
The second approach to analyzing projective data is qualitative analysis.
Qualitative analysis and interpretation of projective data are really no different from how
qualitative data are usually analyzed.
As opposed to categorizing the data by numbers, qualitative data analysis is much more
focused on trying to uncover patterns in the data that give insight to what lies behind or
what is meant by the projections.
Krueger (1998) recommends a two-part strategy that involves both participant assistance
and multiple data sources to analyze the data gathered from projective techniques.
He recommends that you begin by asking participants exactly what their answers mean
and what part of an answer you should focus on.
In other words, what's the important part of what they're really saying? As you ask this
question of more and more participants (either over the course of several focus groups or
as you continue conducting interviews), you should begin to see response patterns
emerge.
As these patterns solidify, you'll gain confidence that the answers you're seeing are
actually the way the target market feels about whatever issue you're looking at
The second part of Kruger's (1998) recommended strategy deals with trying to see if you can get
the same patterns of data to emerge using more than one method.
He notes that projective techniques are but one aspect of reality and should be checked
against other ways of getting at the answers to the questions you're asking.
In academe, we call this approach triangulation, which is a fancy way of saying that
different methods of looking at the same problem and asking the same questions should
yield similar results.
So you might use a combination of projective techniques to see if you arrive at similar
answers, or you might try another combination of methods.
This can often be done with the same group of participants in the same session
For example, a study conducted by Market Research Organization for Commercial Market
Strategies sought to explore women's attitudes about different forms of contraception
(Commercial Market Strategies, 2001; NOP Research Group, 2001).
To do so, the agency conducted research among three groups of women of reproductive
age who were selected based on demographic characteristics and familiarity with a range
of contraceptive methods.
Each participant was interviewed individually and was asked to read a brief medical
record about a fictitious young woman with three children.
There was only one difference in the account the women in each group read: the fictitious
woman's method of contraception.
The women in one group were told that the woman had undergone a surgical procedure to
prevent conception, women in the second group were told that she used the rhythm
method, and women in the last group read that she used an IUD (or intrauterine device).
After reading the account, the women were asked to talk about the woman in the medical
record: What kind of family life did she have? What kind of wife and mother was she?
Did the participants see her as risky or conservative? Was she modern or traditional?
The participants were also asked to indicate how much they agreed or disagreed with a
similar set of statements about the woman in the record
After these data were analyzed, the results indicated that the three groups had very different
impressions of the fictitious woman.
Because the only thing that varied in the accounts the three groups read was the method
of contraception, their answers offered interesting insights into how they viewed the three
forms of contraception.
The participants viewed the woman who had the surgical procedure negatively: She was
seen as uneducated, in poor health, living in poverty, and largely indifferent to the needs
of her family.
o
The group who read that the woman used the rhythm method for contraception
viewed her as old-fashioned and unreliable, decent but out of the mainstream.
o
She was also seen as a risk taker because her contraception method was
unreliable.
The woman who used the IUD, in contrast, was well regarded by the women who read
her story.
o
She was viewed as modern and a good mother and wife.
o
She was also considered stable, well educated, and conservative (because her
contraceptive method had been around awhile and was trusted)
This example serves to drive home the importance of triangulation.
Three different ways of getting respondents to answer the question were used: traditional
one-on-one interviewing and two projective techniques (expressive and choice ordering).
Separately, they all suggested the same thing about the participants views of
contraception.
But taken together, the different approaches reinforced the patterns the researchers were
seeing and also helped flesh out the answers better than if only one method had been
used.
As with all data analysis, the key is to ty to see whether the patterns that emerge are valid
that is, whether they're really answering what you're trying to answer and similar despite
the different approaches.
It's kind of like not putting all your eggs in one basket
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
Related Documents
Recommended textbooks for you
Marketing
Marketing
ISBN:9780357033791
Author:Pride, William M
Publisher:South Western Educational Publishing