COURSE SYLLABUS CIBU 420 WORLDWIDE MARKETING RESEARCH 5 credits Instructor: COURSE DAY & TIME LOCATION Jorge Reinoza Phone and fax: (858) 272-0426 E-Mail:georgereinoza@gmail.com jreinoza@yahoo.com reinoza.com CIBU 420 – WORLDWIDE MARKETING RESEARCH Wednesdays 10:00AM to 3:00PM SAN DIEGO MAIN CAMPUS Facilitator Biography: Mr. Reinoza finished a Doctoral degree in International Business from Alliant International University (The United States International University) San Diego, California, and a Master in Business degree in Marketing from University of Tampa, Florida. He is the Marketing Manager of Adventure Tours, a travel agency with branches in three countries. The agency prepares events in California, and produces souvenirs and apparel. He is a Professor at the master level at CETYS University, Baja California, Mexico. He is the PR of The House of Venezuela in San Diego. He is internationally known for his paintings. His work has been honored and recognized, winning “First Place” at the famous 2004 San Diego County Fair and “Best of Show” in the exposition of The San Diego Watercolor Society. His painting “The Awakening” is in The Contemporary Museum of Art in Caracas, Venezuela. Course Description: The basic objective of CIBU 420 is to develop the student’s understanding of research methodology as it applies to marketing management used in both domestically and worldwide. Market Research is becoming an increasingly important input to the decision-making processes of firms in all industries. Hence, marketing managers need to be able to critically evaluate and apply research. It is important for managers to be able to recognize situations where research might be helpful and to be able to formulate precise research questions, which will serve to clarify the relevant management issues. Moreover, priorities must be established for these research questions. Topics will cover the international market environment, and the decision issues and problems faced by international marketers in planning and conducting their research on products, distribution and pricing. Emphasis will be placed upon the study of the principles, methods and techniques to collect, analyze and apply primary and secondary market data to answer marketing questions. Marketing managers need a solid methodological background which will enable them to evaluate the potential value of proposed research projects and to assess the relevance, reliability, and validity of existing research, as well as to occasionally conduct research on their own. Necessary to this background is knowledge of the basic principles of qualitative, experimental, and survey research designs as well as a familiarity with popular data analysis techniques. Like any tool, managers who have a good understanding of how it works and what it can do for them can only use market research effectively. 1 Textbook e-book number 1780149. Mc Graw Hill. Primis Online Course Objectives: This course will focus on eight major topics: 1. The role of research (information) in the management process, problem definition, and the information planning process. 2. Secondary sources of marketing information (e.g., census data and trade association reports). 3. Standardized marketing information services or syndicated data sources (e.g., retail store audits and consumer survey panels). 4. Qualitative research methods (e.g., focus group interviews and thematic apperception tests). 5. Qualitative research methods (e.g., focus group interviews and thematic apperception tests). 6. Survey research methods (e.g., questionnaire design and sampling procedures). 7. Experimental and quasi-experimental designs (e.g., non-equivalent control group design and factorial design). 8. Data analysis procedures (e.g., cross-classification and regression analysis). The main idea is that the students will be able to: 1. 2. 3. 4. 5. 6. 7. Learn how to use information for making effective marketing decisions. Learn how to analyze the benefits and challenges of data-driven decision making. Understand the marketing research process and the different types of marketing research, communication methods in marketing research, and survey techniques. Examine appropriate methodologies for gathering and analyzing data. Learn about the need for interpretation of the results and making actionable recommendations for decision makers. Improve the ability to critically and conceptually analyze research results. Assess the major challenges of the market research industry in the future. Expectations of Students 2 1. Learn And Have Fun Learning! 2. Utilize the resources provided including: class material, course instructor, peers, and current publications relevant to the topic(s). 3. Attend each class meeting fully prepared, on time, and willing to participate. Class participation is essential and expected. Class attendance is very important to your study at the California International Business University. Attendance is recognized via the class attendance roster and physical attendance for the entire class meeting. An unexcused absence will lower your grade one-letter grade. 4. All written assignments will be typed (double-spaced). Your papers should present relevant points in a clear, well-organized manner. Your work should be free from spelling and grammatical errors. Assignments are to be turned in on time (just like the mean boss at work). Use of outside sources is encouraged and must be properly cited. Use the CIBU online library for research and building your reference page. 5. Oral assignments (presentations) should be presented in a clear and concise manner, be relevant, and have effective visual aids (MS PowerPoint). Good eye contact, appropriate gestures, audible and modulated delivery is important. All presenters will equitably share group presentations. 6. Written assignments and in-class discussion are confidential. 7. LATE ASSIGNMENTS WILL NOT BE ACCEPTED Project Guideline The main body of the report should cover the following topics: 1. Executive Summary. A one to two page write up summarizing the objectives and findings of the study. 2. Background / Introduction / Problem Definition / Statement of Information Needs. Give the backdrop that leads to the problem being faced by the marketing manager, which in turn, determines the statement of information needs for the research project. Next, specify the issues that need to be researched. This should clearly state (a) what exactly do you wish to investigate, and (b) why you think these are precisely the issues you need to investigate. You will interview the client for specifying the information needs. You may also like to talk to “experts” in the industry like consultants, managers, traders, etc. to further clarify the problem definition. (Approximately one to two pages). 3. Results from Secondary Research. Approximately three pages of understanding and 3 insights obtained from secondary research. Also please indicate what data sources were used (print, disk based, electronic on-line like Lexis-Nexis etc.). You are strongly encouraged to make use of electronic data sources, and required to cite at least one reference. Trade journals are also a very good source of background information. All sources should be referenced in the bibliography section and, where possible, photocopies copy of the articles and excerpts enclosed. 4. Results from the focus group interview. This should include approximately three page write-up on the findings and insights from the focus groups. It should also cover how the focus group was conducted (venue, duration, incentive for participants, profile of participants etc.). You are required to conduct one focus group interview with six to eight participants lasting at least one hour. 5. Questionnaire Design. Half a page on how the different questions relate to the precise information needs (as specified in the problem definition). You need not do this on a question-by-question basis. You are required to meet with me at least once to refine the questionnaire. You may see me more often, if you desire. 6. Data Collection. Approximately one page write-up on the details of the process of data collection. This should include information on how the questionnaire was administered (self or interviewer), contact procedure used (mail, telephone, personal), sampling procedure used, the response rate (i.e., how many of those contacted refused/responded to the interview), how long it took to complete the interview, and other relevant information of this nature. Each member of the group is expected to administer 10 questionnaires. 7. Data Analysis Procedure. One half to one page write-up on how the data was tabulated, how it was analyzed, software used for the analysis, etc. You may use SPSS, SAS, LOTUS 123, or EXCEL for your data tabulation and analysis. 8. Results. The analyses you have done (percentages, means, correlations, chi-squares, regressions, etc.), conclusions from the data analysis, and inferences drawn from each question or set of questions. Graphs, charts may be helpful here. Extensive data files may be included in the appendix. Besides doing it on a question-by-question basis, you may also want to relate different questions with each other, and also talk about the “big picture.” 9. Recommendations. Based on your analysis, what are your specific recommendations? 10. Limitations of the Study. One page write-up on the limitations of the study (time constraints, first time experience, financial constraints, etc.), and, more importantly, how these altered your findings and/or recommendations. The appendix should contain the following sections: 1. Personal Interview Guideline. Two-three pages of guidelines for the initial interview with the client, which was aimed at specifying the information needs, if applicable. 2. Focus Group Guideline. One page of guidelines for conducting the focus group interviews. 4 3. A copy of the final questionnaire used in the study. Please try to ensure that the questionnaire has a pleasant and a professional appearance. 4. Any extensive data or charts not included in the main body of the report. 5. Copies of excerpts and articles used in the study. 6. Bibliography For the in-class oral presentation, please keep the following in mind: All members of the group should take part in the oral presentation. Stick to the time limit. You are required to use presentation software like PowerPoint to prepare your slides for your presentation. Class 1 1. Introductions & expectations 2. Syllabus coverage 3. Project outline. Selection of groups. 4. Discussion on the core concepts of marketing research 5. Discussion on cross-cultural aspects of marketing research 6. Lecture/discussion chapter 1: Marketing Research for Managerial Decision Making Class 2 1. Lecture/discussion on chapters 2 & 3 2. Marketing Research Process. Planning Market Research; Designing International Marketing Research. Organizational Aspects; Secondary Data Research and Use: The goal of these lessons is to provide students with an overview of the marketing research process. In addition, these lessons will introduce students to the importance of secondary data and sources available to access this type of information. While there are many advantages associated to using this type of data, there are several shortcomings that should also be recognized. This lesson will present the facts about secondary data; thus students will better understand the reasons to collect primary data, the topic of the next chapter. 3. Lecture/discussion on chapters 2& 3 4. In class activities. 5. Preparation: Read chapters 4 Class 3 1. Customer Relationship Management and the Marketing Research process 2. Qualitative Research. This lesson discusses primary research, so it introduces students to the concept of primary data collection and explains how to collect data through 5 qualitative and observational research. Many of the relevant techniques are detailed to provide students with the knowledge of how to conduct this type of research and what to consider while participating in one of the studies 3. Quantitative Research: This lesson is meant to teach students how to collect primary data through survey research. Survey research is a topic that most students should be genuinely interested in since they are often exposed to surveys 4. Lecture/Discussion on chapter 4 in the text. 5. Preparation: Read chapters 6 & 7 Class 4 1. Designing the Marketing Research Project 2. Samples: Sampling 3. Questionnaire design: Questionnaire Design: Students cannot effectively perform primary research without knowing how to design a questionnaire. In this lesson, students are taught how to plan questionnaire construction, how to create a questionnaire, and what to do once it has been created. 4. Analysis of two markets: Teenagers and High Class Worldwide 5. Lecture/Discussion on Chapter 6 & 7 in the text 6. Preparation: Read Chapters 1,2,3,4,6,7 Class 5 1. Product testing Simulation 2. Mid-term Class 6 1. Return Mid-Term Exam 2. Observation Exercise: San Diego State University 3. Preparation: Read chapters 8 and the Extreme Surfer’s Guide to Web Search Engine Case Class 7 1. Marketing Research and the Web Search Engines and Software programs 2. Customer satisfaction surveys 3. Data Analysis: The purpose of this part of the lesson is to introduce students to the fundamentals of statistics and software programs. SPSS, Data Mining, and Web trends 4. Preparation: Read chapter 12 and prepare presentations Class 8 6 1. Communication & Presentation of Research Results: Researchers may have gathered data that can greatly enhance the decision-maker’s knowledge, but if the data is not communicated effectively to management, its usefulness will be diminished. So the overall goal of this lesson is to explain the importance of effective communication and teach students how to effectively communicate both orally and through written reports. 2. Presentations Group 1 & 2: Team will deliver a 25-minute presentation providing an overview of the case and complete answers to the questions that follow the case. Presentation is equitably shared. 3. Discussion on the group projects 4. Evaluation of the team’s research results and presentation (by students via evaluation form) 5. Preparation: read SPSS guide on-line and presentations Class 9 1. Topic: Challenges and Trends in International Market Research 2. The market research industry 3. Presentations Group 3 & 4: Team will deliver a 25-minute presentation providing an overview of the case and complete answers to the questions that follow the case. Presentation is equitably shared. 4. Followed by discussion on the group projects 5. Evaluation of the team’s research results and presentation (by students via evaluation form) 6. In class preparation for final presentation and final exam. 7. Preparation: Final Exam Class 10 1. Final exam 2. End-Of-Course Survey GRADING 7 Mid Term exam Group projects (presentation and report) Attendance and class participation Final exam 20 points 40 points 15 points 25 points Total Possible 100 points A A- 100 - 95 94 - 90 points points B+ B B- 89 - 87 86 - 83 82 - 80 points points points C+ C C- 79 - 77 76 - 73 72 - 70 points points points D+ D D- 69 - 65 64 - 60 points points points F 59 - 55 54 - below 8