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Tuesday, October 26, 2010

But On The Other Hand

I recently conducted qualitative research focus groups to elicit consumer opinions regarding three prototypes of a potential new product. One client objective was to understand perceived consumer benefits of key product features in each prototype.

I adapted an improv frame called “Inner Voices” into what I now call “But On The Other Hand.”

After I demonstrated a first prototype I asked a respondent to share one quick factual observation regarding the prototype (it’s tall and slender). I then asked other respondents to “translate” what tall and slender meant to them, either positive or negative (I won’t lose it – it’s easy to hold onto – it won’t fit into my pocket – it is too obvious to others). I often had to remind respondents to say “but on the other hand,” so as to elicit both positive and negative reaction. I repeated this with several other factual observations followed by positive and negative “translations” of the feature observation. I followed the same procedure with all three prototypes, charting the responses on flip charts.

After exploring all three prototypes I asked respondents to share some brief stories of what it might be like to use a product which combined, in their opinion, the best features of each prototype.

This improv based approach:

Quickly surfaced key features for each prototype that were important to the respondents

Forced respondents to identify a variety of benefits and liabilities of the key features (sometimes respondents could not easily come up with both positives and negatives – nice finding)

Highlighted some consumer targeted potential benefits not previously identified by the client

Was fun and engaging both for the respondents as well as the clients

Sunday, September 19, 2010

Engage Consumers Through Co-Creation

Co-creation is a proactive process of not only integrating consumers into a company’s development of products and the marketing of those products, but of providing a company with an up close and personal understanding of consumer wants and needs.

When brand managers, art directors and VPs of product development get out from behind that real or virtual research observation window and engage one-on-one with an actual consumer or group of consumers there is the opportunity for consumer connection, and connection sells brands, products and services. All of a sudden the internal team is looking at things through the consumer’s eyes, and becoming a consumer champion.

Successful co-creation requires commitment from each member of the company team – to stop multi-tasking (put away the iPhone and simultaneously working on a report for next week while half listening to the consumer. It requires commitment to be “in-the-moment” with the consumer and with other team members for the duration of the process.

Finally, successful co-creation depends on each internal team member:

Being Real – being what we are, entering into a relationship with a consumer or other team member without presenting a front or a façade

Prizing Another – prizing their feelings, their opinions, their person

Empathetic Understanding – the ability to understand another’s reactions from the inside, a sensitive awareness of how things seem to another

We all feel deeply appreciative when we are simply understood – not evaluated, not judged, simply understood from our own point of view.

There are many different co-creation processes. To view an overview of the process I often use click here.

Saturday, September 18, 2010

Communicating in the “Comfort Zone”







To better understand how people perceive information and what their communication affinities and biases are, we can look to time-tested 4-Quadrant behavioral models, which have been used to categorize various aspects of individual behavior, including personality, thinking processes, learning styles, management tendencies and individual performance.

In 340 BC, Plato identified four aspects of individual personality, as the scientist (logical), philosopher (creative), guardian (practical) and artisan (relational). These four categories are strikingly similar to the contemporary Merrill-Reid model, used extensively in management training programs, which describes four quadrants of management personalities as analytical, amiable, driver and expressive.

In my study of over three dozen 4-Quadrant models, it is clear that although the approach of any specific model may be somewhat different, the basic structure and outcome is comparable. Though starting from different directions, most all approaches share a similar and typical 4-Quadrant model structure.

One of the most popular personality assessments is the Myers-Briggs Type Indicator (MBTI). The MBTI expands the typical 4-Quadrant model into a 16 quadrant model. One difficulty is that it is hard to remember all 16 boxes and what they mean. The MBTI is an excellent tool for working individually with people. My experience however is that when working with consumer and creative development teams, the 4-Quadrant models are better suited for quick observation and appropriate action.

For a quick snapshot of my communication focused 4-Quadrant model click here for five-slide overview.

Deep Insight Using Theatre Improv Based Storytelling and Role Playing

Everyone likes to hear a good story, tell stories and pretend a bit - to role play. The spontaneity of storytelling and role playing allows consumers as well as creative teams to share more openly, providing deep rich insight leading to innovative solutions. Improvisational theatre works because it encourages freedom of exploration within carefully constructed frameworks.

Theatre improv based storytelling and role playing techniques are highly experiential and involving. They move us away from just thought, feeling and response, uncovering the life legends that drive us to action. These techniques, based around uniquely designed structures, help guide the activity, and allow the facilitator to customize activities that can maximize insight and help achieve business objectives.

On Wednesday, October 13, 2010, I will be leading an interactive workshop exploring theatre improv based storytelling and role playing at the Qualitative Research Consultants Association (QRCA) Annual Conference in Philadelphia.

This session is not an improv workshop. Instead, the session will:

  • Briefly explore the theory behind using improv based storytelling and role playing techniques in qualitative research and ideation
  • Identify four main categories of storytelling and role playing techniques
  • Demonstrate various improv structures within each of these categories
  • Discuss how facilitators can customize structures based on specific needs
  • Provide tips on the implementation of storytelling and role playing techniques in a variety of actual qualitative research and ideation situations

Thursday, August 19, 2010

Business Schools Using Improvisation Classes to Teach Skills Such as Creativity and Leadership

Here are some highlights from a recent CNN interview with Robert Kulhan, adjunct assistant professor at Duke University's Fuqua School of Business:

In a business world that's more uncertain than ever it pays to be able to think on your feet. That's why some business schools are using improvisation classes to teach skills such as creativity and leadership.

While many people might think of improvisation as unscripted comedy, it can apply to any form of spontaneous theater -- and practitioners say that using "improv" to teach business skills is no joke.

Improvisation isn't about comedy, it's about reacting -- being focused and present in the moment at a very high level.

As well as teaching people to react and adapt, improvisation can teach creativity, innovation, communication, teamwork and leadership.


To read the entire CNN interview click here.

Wednesday, July 28, 2010

Dental Procedure

Recently I heard a radio spot that began, “When you hear the words dental procedure how do you feel?” My immediate response to the words dental procedure was “UG.” I started thinking about how much additional probing it would take me as a qualitative researcher to find out exactly what “UG” means. “Feel” is such an abstract word that it’s often almost impossible to explain exactly how or why we feel the way we do.

I tried an experiment. I closed my eyes and thought about the last time I was at the dentist’s office, and began exploring my sensory memories of that experience – what I saw, heard, smelled, tasted, and the sense of touch during that dental visit. My strongest recollection was the sense of touch – lying back uncomfortably in the dentist’s chair, and feeling the high speed spray of water from the dental instrument all over my face, shooting into my mouth, going up my nose, making it somewhat hard for me to catch my breath and actually gagging me.

Based on that quick exploration of a real event (the dental visit) rather than the abstract word “feel,” I now vividly understand “UG.” It’s a sense of being totally out of control regarding what is happening to me, as well the sense that I am actually at some risk of physical danger. If a dentist could address those issues for me I might be more regular in my dental visits.

Saturday, July 24, 2010

Science of the 4-Quadrant Communication Model


Based on the longevity and usefulness of 4-Quadrant behavior models there must be something to the idea that we can generally categorize how people perceive information and what their communication affinities and biases are in a simple, easy to use and comprehend framework. Over the past several years I have developed a structure that can help us better understand these communication affinities and biases and allow us to communicate more effectively with our peers as well as our consumers.

The four quadrants of the PSRC Communication Model are as follows.

The Logical HOW Communicator

HOW communicators think analytically and don’t engage with things that are not "explainable". HOWs rely on figures and facts and on this basis they feel secure to act. HOWs generally perceive "psychobabble" as negative, but will accept it if based on unequivocal research results. “Just hold on there!” a HOW individual might reply if confronted with moods or opinions rather than facts. As a rule, HOWs then ask for key data to provide orientation for their decision making.

A HOW communicator purchasing a new computer might say, “I want this computer because for $2,000 I get a 2.1 Ghz processor, 10/100/1000 ethernet, 4 GB of ram, 750 GB hard drive, DDR3 SDRAM memory, rewritable DVD drive and a Windows 7 operating system.”

In terms of communication affinities and biases, HOWs tend to look for: precise, to the point information; proof of validity; research references; quantifiable numbers; and subject matter expertise.

Best approaches when communicating with HOWs are:

- Be systematic, thorough, deliberate and precise
- Be prepared to answer many “how” questions
- Provide analysis and facts
- Don’t get too personal
- Recognize and acknowledge the need to be logical and correct
- Don’t rush unnecessarily
- Expect to repeat yourself
- Allow time for evaluation
- Use lots of evidence
- Compliment precision and accuracy

The Creative WHY Communicator

WHY communicators constantly have fascinating ideas, which are pursued without shying away from risks. WHYs are often less concerned with implementation than with the idea. WHYs tend to follow spontaneous associations rather than formal logic. When shopping, WHYs follow their creative impulses. We can hear a WHY person saying "Great, we can do that!" or "That will definitely work!"

If the WHY communicator were purchasing a new computer, he or she might say, “I want this computer because the new design is great, the fact that the speakers simulate holophonic sound means I can meditate listening to my CD’s without having to put on headphones and I can access the data on my hard drive from my cell phone easily.”

In terms of communication affinities and biases, WHYs tend to look for: playful, surprising approaches; visuals, symbols, overviews; freedom to explore; quick pace and variety in format; and new ideas and concepts.

Best approaches when communicating with WHYs are:

- Be relaxed and agreeable
- Provide pictures and metaphors
- Allow them to explore new ideas and concepts
- Make everything seem fun and spontaneous
- Be prepared to answer the “why” question
- Allow freedom to explore options
- Agree clearly and often
- Use the word “we”
- Keep the pace quick and provide a variety in communication format
- Compliment them as team players

The Practical WHAT Communicator

Security, safety and order are important to WHATs, and they therefore tend to avoid risks. WHATs are cautious and put quite a lot of effort into achieving clarity about a particular situation. "Yes, and what is the point of all that?" a WHAT communicator might ask, or "How am I going to pay for it?"

A WHAT communicator purchasing a new computer might say, “I want this computer because it was voted best value by “Consumer Reports,” has a 3 year limited warranty, and lifetime technical support.”

In terms of communication affinities and biases, WHYs tend to look for: organized consistent approaches; complete subject chunks; practical applications; examples; and clear instructions/expectations.

Best approaches when communicating with WHATs are:

- Focus on the task
- Talk about expected results
- Be businesslike and factual
- Provide concise, precise and organized information
- Discuss and answer “what” questions
- Provide facts, not feelings
- Don’t waste time
- Don’t argue details
- Provide options
- Compliment their practicality

The Relational WHO Communicator

WHOs are outgoing and forthcoming! They cultivate friendships, enjoy being with friends and family, like going out, enjoy meeting new people, and sign contracts because the sales representative is nice - but not before consulting with those they trust. "Oh, we can do that." say WHOs, and at a party a WHO individual is an absolute hit.

The WHO person buying a new computer would most likely say, “I want this computer because I like the color, the monitor is big, and because the salesperson was very helpful and said that if I had any problems I can always talk with a technical person in the store.”

In terms of communication affinities and biases, WHOs tend to look for: involvement; personal connection; use of the senses; user-friendly experiences; as well as sharing and expressing.

Best approaches when communicating with WHOs are:

- Focus on relationships
- Be enthusiastic, open and responsive
- Relate to the need to share information, stories and experience
- Be forthcoming and willing to talk
- Ask and answer “who” questions
- Work to minimize direct involvement with details or personal conflicts
- Stress values
- Don’t rush them
- Self disclose
- Compliment them on everything

If you would like more information on how you can build better solutions by utilizing the science of the 4-Quadrant Communication Model send me an email or give me a call at 888-400-7344.