Chapter Five: Qualitative Research Tools
Part Two
Chapter 5
Qualitative Research Tools
AT-A-GLANCE
I. Introduction: What Is Qualitative Research?
1. Uses of qualitative research
B. Qualitative versus quantitative research
II. Contrasting Qualitative with Quantitative Methods
III. Qualitative Research and Exploratory Research Designs
A. Idea generation
B. Probing
C. Concept testing
IV. Qualitative Research Orientations
A. Phenomenology
1. What is a phenomenological approach to research?
B. Ethnography
1. What is ethnography?
C. Grounded theory
1. What is grounded theory?
2. How is grounded theory used?
D. Case studies
1. What are case studies?
V. Common Techniques Used in Qualitative Research
A. Focus group interview
1. Advantages of focus group interviews
a. Speed and ease
2. Focus group illustration
3. Focus group respondents
a. Group composition
4. Environmental conditions
5. The focus group moderator
Chapter Five: Qualitative Research Tools
6. Focus groups as diagnostic tools
B. Depth interviews
1. Laddering
2. Depth interview procedure
C. Conversations
1. Semi-structured interviews
D. Free-association and sentence-completion methods
2. Collages
4. Projective research techniques
VI. Preparing a Focus Group Outline
A. Disadvantages of focus groups
VII. Modern Technology and Qualitative Research
A. Facilitating interviewing
1. Videoconferencing technologies
3. Online versus face-to-face focus group techniques
5. Field approaches for interpreting online text
a. Ethics
6. Software development
a. Interpretive software
b. Text mining
VIII. Exploratory Research in Science and in Practice
A. Misuses of exploratory qualitative research
1. Scientific decision processes
LEARNING OUTCOMES
2. Know the role of qualitative research in exploratory research designs.
4. Recognize common qualitative research tools and know the advantages and limitations of
their use.
6. Recognize ways social networking and the blogosphere provide opportunities for qualitative
research.
Chapter Five: Qualitative Research Tools
CHAPTER VIGNETTE: Off the Wall?
Vans shoes traditionally are synonymous with skateboarding and skateboard culture. A decade
before VF Corporation acquired the brand, Vans was practically a dead brand. However, the last
10 years has seen a revival in skateboard interest, and Vans has remained the number one
skateboard shoe provider. So, an essential research question is, “what is in the mind and heart of a
boarder?” These questions call for qualitative research methods, and one way to collect this data
is to hire young, energetic research employees to become “boarders” and immerse themselves
SURVEY THIS!
Surveys can be used to collect qualitative data. Students are asked to look at a question from the
survey, find at least three responses, and then try to interpret the results, explaining which
RESEARCH SNAPSHOTS
The Other Side of the Coin
The Internet clearly has a nefarious side. Sometimes, negative information is not left by
actual customers of the products. Instead, individuals intentionally create negative
information, even if it is not true, in the hope that others may see it or that it will get
associated with the brand in search engine algorithms. Qualitative researchers may be able to
“When Will I Ever Learn?”
A hermeneutic approach can be used to provide insight into car shopping experiences, which
uses a small number of consumers providing relatively lengthy stories about recent car
shopping experiences. The goal is to discover specific reasons for why certain car models are
eliminated from consideration. One consumer’s story enumerated the problems with the GM
Research Knows Almost No Boundaries!
Large corporations are increasingly using qualitative research, including phenomenology,
ethnography, and grounded theory. Ford uses this type of research to come up with ideas for
Chapter Five: Qualitative Research Tools
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part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
However, in Asian cultures, the slogan was changed to “Make Every Day Exciting!”
Grounded theory approaches are also being used to help companies better see into the future
by building predictive theories regarding value creation for consumers.
TIPS OF THE TRADE
Qualitative research tools are most helpful when:
The decision makers don’t know exactly what issues to take action on
Some specific behavior needs to be studied in depth
Focus group questions should start with more general questions and work to the more
specific.
Don’t be afraid to use props such as advertisements, photos, or actual products to get
respondents talking.
OUTLINE
I. INTRODUCTION: WHAT IS QUALITATIVE RESEARCH?
A. Describing Qualitative Research
2. Qualitative marketing research addresses marketing objectives through
3. Less structured than most quantitative approaches
4. More researcher-dependent in that the researcher must extract meaning from
5. Uses of Qualitative Research
a. Generally, the less specific the research objective and/or when the emphasis
is on a deeper understanding of motivations or on developing novel concepts,
the more likely that qualitative research tools will be appropriate.
b. Commons situations that often call for qualitative research:
Chapter Five: Qualitative Research Tools
v. When a fresh approach to studying some problem is needed
c. Each of these situations also describes a situation that may require an
B. Qualitative versus Quantitative Research
2. Many good research projects combine both.
3. Quantitative marketing research marketing research that addresses research
4. Quantitative research is more apt to stand on its own in the sense that it requires
less interpretation.
II. CONTRASTING QUALITATIVE AND QUANTITATIVE METHODS
A. Exhibit 5.1 illustrates some differences between qualitative and quantitative research.
2. Qualitative researchers are more interested in observing, listening, and
interpreting.
3. Qualitative research usually involves a handful of consumers, which is
4. Qualitative is most often used in exploratory designs.
III. QUALITATIVE RESEARCH AND EXPLORATORY RESEARCH DESIGNS
1. Most exploratory research designs produce qualitative data.
D. Idea Generation
1. Exploratory research plays a big role in new product development, including
developing and screening new product ideas.
3. Can generate ideas for new products, advertising copy, promotional ideas, and
product improvement
4. Checklist for new ideas:
Chapter Five: Qualitative Research Tools
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part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
b. Wilder is better
c. Do not judge
d. Question assumptions
E. Probing
2. Useful for any of the following reasons:
a. Clarification
b. Free-form thinking
F. Concept Testing
1. Concept testing is a frequently performed type of exploratory research
2. Allows an initial evaluation prior to committing additional research and
development, manufacturing, or other company resources
IV. QUALITATIVE RESEARCH ORIENTATIONS
A. Orientations to qualitative research are very much influenced by the different fields
of study involved in research.
B. Major categories of qualitative research:
1. Phenomenology originating in philosophy and psychology
3. Grounded theory originating in sociology
4. Case studies originating in psychology and in business research
C. Phenomenology
1. What Is a Phenomenological Approach to Research?
2. What Is Hermeneutics?
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part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
3. Word Clouds
a. A word cloud is a graphical depiction of the frequency with which words
D. Ethnography
1. What Is Ethnography?
a. Ethnography represents ways of studying cultures through methods that
involve becoming highly involved within that culture.
b. Participant-observation typifies this approach and means the researcher
B. Grounded Theory
1. What Is Grounded Theory?
a. Grounded theory represents an inductive investigation in which the
researcher poses questions about information provided by respondents or
taken from historical records.
d. Two key questions asked:
i. “What is happening here?”
ii. “How is it different?”
2. How Is Grounded Theory Used?
a. Analyzing several years of text can reveal underlying problems.
C. Case Studies
1. What Are Case Studies?
2. How Are Case Studies Used?
Chapter Five: Qualitative Research Tools
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part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
c. Allows the researcher to study the order of events or to concentrate on
identifying relationships among functions, individuals, or entities
d. Often requires the cooperation of the party whose history is being studied
V. COMMON TECHNIQUES USED IN QUALITATIVE RESEARCH
A. Exhibit 5.4 lists characteristics of some common qualitative research techniques.
B. Focus Group Interview
1. A focus group interview is an unstructured, free-flowing interview with a small
group of people (usually 6-10 people).
3. A moderator begins by providing an opening statement to broadly steer
discussion in the intended direction.
5. Advantages of Focus Group Interviews
a. Relatively fast
b. Easy to execute
c. Allow respondents to piggyback off each other’s ideas – one respondent
stimulates thought among the others
6. Focus Group Illustration
7. Focus Group Respondents
a. Respondents should be screened based on some relevant characteristic.
b. Some consumers that fit the desired profile make poor focus group
participants because they are unwilling to express their views or because they
are overbearing.
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part, except for use as permitted in a license distributed with a certain product or service or otherwise on a
password-protected website for classroom use.
2. Environmental Conditions
a. Facilities usually have videotape cameras in observation rooms behind two-
3. The Focus Group Moderator
a. A moderator is a person who leads a focus group interview and ensures that
everyone gets a chance to speak and contribute to the discussion.
4. Focus Groups As Diagnostic Tools
a. Focus groups can be helpful in later stages of a research project, particularly
when the findings from quantitative techniques raise more questions than
they answer.
b. Also an excellent diagnostic tool for spotting problems with ideas (i.e., idea
screening)
B. Depth Interviews
1. A depth interview is a one-on-one interview between a professional researcher
and a research respondent.
2. The interviewer’s role is critical, and he or she must be highly skilled and can
4. Laddering
a. Laddering is a particular approach to probing asking respondents to
5. Depth Interview Procedure
a. Interviews last more than an hour.
b. Each interview produces about the same amount of text as does a focus group
interview, which has to be analyzed and interpreted.
Chapter Five: Qualitative Research Tools
f. Similar costs compared to focus groups, but only if one or two interviews are
conducted.
C. Conversations
1. Conversations are an informal data gathering approach in which the researcher
engages a respondent in a discussion of the relevant subject matter.
3. Goal is to have the respondent produce a dialog about their lived experiences,
and meaning is extracted from that.
5. Computer-based consumer dialogs may enable the discovery of product problems
and ideas for overcoming them.
7. Prone to produce little relevant information since little effort is made to steer the
conversation
8. Data analysis is very much researcher dependent.
D. Semi-Structured Interviews
1. Usually come in written form and ask respondents for short essay-type responses
2. Advantages include:
a. An ability to address more specific issues
b. Responses are usually easier to interpret than other qualitative approaches
E. Free-Association and Sentence-Completion Methods
1. Free-association techniques record a respondent’s first (top-of-mind) cognitive
reactions to some stimulus (e.g., Rorschach or inkblot test).
3. The sentence completion method requires respondents to complete a few partial
4. Effective for finding out what is on a respondent’s mind, but the ability to probe
for meaning is not possible
6. Sometimes used in conjunction with other approaches (e.g., used as an icebreaker
in a focus group interview)
F. Observation
1. The participant-observer approach typifies how observation can be used to
explore various issues.
3. May also take place in visual form (e.g., observing consumers in their homes)
4. Advantageous for gaining insight into things that respondents cannot or will not
verbalize
G. Collages
1. Respondents’ collages that represent their experience with some good, service, or