Consumer Insight Series™ Institute for International Research Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ February 4-5, 2002 Consumer Insight Series™ Hyatt Pier 66 Consumer Insight Series™ Consumer Insight Series™ Ft. Lauderdale, FL Consumer Insight Series™ Consumer Insight Series™ Ethnographic/Observational Market Research: Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Translate Qualitative Data & Insights into Actionable Strategies Consumer Insight Series™ Consumer Insight Series™ Raise Your Research IQ with: Case New Holland Global Doyle Research Associates Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Innovation Focus, Inc. Jump Associates Procter & Gamble Radar Communications Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ EverydayLives International Western Union Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Plus... take advantage of our interactive Consumer Insight Series™ post-conference workshop: Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ ÒReanimating Qualitative Research: A DialogueÓ led by Barbara Perry Associates & Radar Communications Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ In cooperation with: Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ To Register Consumer Insight Series™ Call 888.670.8200 Fax 941.365.2507 Email register@iirusa.com Web www.consumerinsightseries.com Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Institute for International Research Dear Consumer Insights Professional: If you are utilizing qualitative observational market research methods and tools in order to learn more about your consumers in their own environments, you may be struggling to find answers to the following questions: What are the various types of observational market research methodologies available, and which methods and techniques are most appropriate to meet my company’s specific objectives? How do I educate my team and create buy-in to this non-traditional research process? How do I best leverage my research and transform my insights and data into actionable ideas? What companies have managed to successfully employ observational research and how did they overcome their obstacles? To provide you with specific solutions to these questions, the Institute for International Research is proud to announce the return of our industry-leading event: ETHNOGRAPHIC/OBSERVATIONAL MARKET RESEARCH: Translate Qualitative Data & Insights into Actionable Strategies Part of IIR’s signature Consumer Insight Series, this conference is scheduled for February 4-5, 2002 at the Wyndham Bonaventure in Ft. Lauderdale. A variety of methodologies, innovative theories and applicable case studies will inspire you and take you to the next level of in-depth market research. Don’t miss our exciting lineup of speakers from: ABM Research Ltd. ® • Case New Holland Global ® • Doyle Research Associates Innovation Focus Inc.® • Jump Associates ® Procter & Gamble ® • Western Union We encourage you to register today! We look forward to meeting you in sunny Ft. Lauderdale this February. Sincerely, Carey Kyler Research Manager Procter & Gamble Jeff Dufour Conference Producer Institute for International Research P.S. For added learning and informal networking, sign up for the half day, post-conference workshop, “Reanimating Qualitative Research: A Dialogue,” led by Barbara Perry Associates & Radar Communications. REGISTRATION DETAILS Five Easy Ways to Register: FAX PHONE MAIL EMAIL INTERNET your registration to (941) 365-2507 us toll-free at (888) 670-8200, or, internationally, (941) 951-7885 your registration form (or a copy) to: Institute for International Research P.O. Box 3685 Boston, MA 02241-3685 register@iirusa.com www.consumerinsightseries.com FEE: Including continental breakfast, lunches and refreshments, your investment for attending the “Ethnographic/Observational Market Research” conference is as follows: Conference and Post-conference Workshop . . . . . . . . . . . . . . . . . . . . . . . . . . . .$2,195 Conference Only . . . . . . . . . . . . . . . . . . . . . . .$1,695 This, of course, includes the conference workbook containing information submitted by speakers; a permanent reference source after the conference has ended. Payments must be received by January 21, 2002. Payments may be made by check, Visa, MasterCard, Diners Club or American Express. Please make all checks payable to the “Institute for International Research, Inc.” and write the name of the delegate(s) on the face of the check, as well as our reference #M1477. If payment has not been received prior to registration on February 4, 2002 a credit card hold will be required. DATE: VENUE: Book Ea rly! Hotel W February 4-5, 2002 ill Sell Ou Hyatt Pier 66 t 2301 SE 17th Street Causeway Ft. Lauderdale, Florida 33316 Phone: 954-525-6666* * This number is for general hotel information only. Hotel will not accept individual call-ins for hotel room reservations at IIR’s negotiated group rate. HOTEL ACCOMODATIONS: All hotel bookings should be made through The Global Executive’s Internet booking site. Please visit www.globalexec.com/iir to make your reservation. If you do not have web access, or need additional assistance, please call The Global Executive at 800-516-4265 or send them an email at reserve@globalexec.com. The hotel will not accept individual calls for room reservations at the IIR negotiated rate. SPECIAL AIRLINE DISCOUNTS: IIR has negotiated discount airfares with several airlines for conference attendees; Saturday night stays are not required. To learn more about these savings, please call IIR’s designated travel agency, The Global Executive, 6 Maple Avenue, Armonk, NY 10504 at 914-273-8957, 800-516-4265 outside New York State or fax to 914-273-1763 and advise them you are attending an IIR conference. CANCELLATIONS: Should you be unable to attend for any reason, please inform us IN WRITING prior to January 21, 2002 and a credit voucher for the full amount will be issued. If you prefer, a full refund less a $195 non-refundable deposit will be issued. No refunds or credits will be given for cancellations received on or after January 21, 2002. Substitutions of enrolled delegates may be made at any time. If, for any reason, IIR decides to cancel this conference, IIR does not accept responsibility for covering airfare, hotel or other costs incurred by the registrants. Program content subject to change without notice. Any disabled individual desiring an auxiliary aid for this conference should notify IIR at least two weeks prior to the conference. To Register Call 888.670.8200 Fax 941.365.2507 Email register@iirusa.com Web www.consumerinsightseries.com Monday February 4, 2002 8:00 Continental Breakfast & Conference Registration 8:45 Chairperson’s Welcome & Opening Remarks Carey Kyler, Research Manager PROCTER & GAMBLE 9:00 KEYNOTE PRESENTATION: WHY OBSERVE? Siamack Salari will walk you through 7 years of good and bad observational research experiences ranging from selling to multinationals to presenting final findings. His talk will be generously populated with clips from around the world which bring to life the process of generating insights • What is observation research? (and what shouldn't it be) • What is observation research to the respondent? • Learning to learn from observational data to generate insight • What is an insight? (and how are they suppressed/exploited by clients) • How to get the most from observation research • Sharing knowledge and understanding across continents • The future Siamack Salari, Founding Partner & Director EVERYDAYLIVES INTERNATIONAL 10:00 Morning Refreshment Break 10:15 On-Site Insight This presentation will showcase and explore a wide range of qualitative observational market research methods and tools and will demonstrate how valuable these methods have been to a variety of companies in their research and marketing efforts. • Learn when to consider utilizing observational market research methods vs. more traditional qualitative methods • Determine which methods and techniques are most appropriate to meet specific objectives • Hear real-world examples of client projects that have utilized observational research. Case studies will represent industries as diverse as pet products, retail, household products and automotive • Learn how these specialized tools and techniques impacted client learning—from new product development efforts, to instore displays and signage, to marketing and advertising efforts • Explore the role and appreciate the value of respondent homework assignments • Understand why, how and when they are employed, and how they are analyzed to deepen client insights Tom McGee, Vice President DOYLE RESEARCH ASSOCIATES 11:15 • A written report can sometimes sit in a desk pile for weeks before it is read. • But a report on videotape is theater. It focuses the attention of interested parties and dramatizes key issues with relevant, oncamera excerpts from the research. • It captures inflections and body language – often as revealing as verbal responses. • A videotaped report, whether of focus groups or ethnography, can contain all the nuanced analysis found in a well thought-out written report – and more. Bill Abrams, President HOUSECALLS, INC. 12:15 Networking Luncheon for Attendees & Speakers 1:45 Using Research to Reframe Development Strategy: A Casio Case Study It’s sometimes hard to see how a new product innovation is the direct and unique result of the research that came before it. Too often, the products we create don’t violate the research, but don’t leverage it either. What’s needed is a model for how to turn insights into action. This presentation will present a case study of how Casio’s Silicon Valley innovation lab worked with Jump Associates to discover new sources of value in a crowded market. The speaker will talk about the journey that Casio has taken to ensure its watches and keyboards are still relevant in an era of Palm Pilots and MP3 players, and how that direction was the result of an ethnographic insight. In this session, you will: • Get a better sense of how ethnographic research can play a strong role in front-end product definition • Understand a framework for how anthropological and sociological techniques can support business objectives, all the way from providing exposure to creating empathy to generating proprietary market insights • Gain exposure to multiple methodologies for both getting big insights about people and turning those insights into actionable mandates for design. Dev Patnaik, Founder/Principal JUMP ASSOCIATES 2:45 3:45 Afternoon Refreshment Break 4:00 How Pattern Language Solves ÒImpossible ProblemsÓ Cue Framing is a psycho-linguistic approach that allows one to understand what makes a problem between two groups exist. For example, what are the hidden causes (those that people cannot To Register Call 888.670.8200 Fax 941.365.2507 Email register@iirusa.com Web www.consumerinsightseries.com © Institute for International Research (IIR) BV 2002 Have “me too” products and creeping incrementalism been pervasive in your product development process? Experience how CNH Global has used ethnographic research to bring the wow and excitement back into the development of new products. Understand how customers who spend $250,000 for a tractor not only expect, but demand to be excited by their products. • Get the team involved in the process • Educate your team members to get buy in to the process • Learn how to observe the customers in action • See how customers subconsciously solve their problems without knowing it • Use outside stimulus and experts to foster creativity • Turn unmet needs into “WOWS” Robert Bledsoe, Global Marketing Research Manager CNH GLOBAL Bill Morris, President INTERACTIVE SOLUTIONS Put Your Ethnographic Report On Videotape And Light Management's Fire This presentation will demonstrate how a ethnographic research report on videotape tends to produce involvement and action by decision-makers–often in contrast to the written report. A report of an ethnographic assignment completed for Kodak single-use cameras will be excerpted for the presentation. The objective was to explore how single-use cameras fit into the lives of 18-24 year-old consumers. Forty young men and women were videotaped and interviewed while they purchased, reacted to and used various brands of cameras while engaging both recreational and work-related activities. They were also videotaped and interviewed a second time when they evaluated the developed photos. The assignment resulted in a new advertising strategy for young consumers, reflected in a recentlyrun television campaign that came directly out of the research. This presentation will reveal that: Bringing the ÒWOWÓ Factor into Your Products through Ethnographic Research articulate) behind why consumers decide to switch from a brand that they have historically been loyal to and why do new products that been traditionally researched and said to be a success become a failure once in the marketplace–”the New Coke” phenomenon? Why do ads that pre-test so well when tracked on an ongoing basis in more realistic terms not do as well? The values of Cue Framing: • Allows us to decode people’s unconscious motivations and beliefs by observing and evaluating patterns of language (both verbal and non-verbal) and emotional contexts • Gives us the insights into those recurring challenges that never seem to be resolved–the “impossible problems” • Technique that goes beyond facts and reasoning and one that focuses on unrecognized emotional perspectives, beliefs, experiences and patterns • It is predictive in determining how people will behave in the contexts being researched Review of sample cases associated with the successes of Cue Framing resulting in increased sales and/or market share through the development of more effective advertising campaign, direct marketing approaches, distribution tactics, etc. Joanna Castellano, President and Founder Q:QUEST INC. 5:00 • How do you share results with the larger organization? • What’s the value for the individual? The team? The organization? • What is the leadership role? Barbara Perry, Ph.D., Cultural Anthropologist BARBARA PERRY ASSOCIATES 9:45 Morning Refreshment Break 10:00 Creating the Complete Customer Connection: A Western Union Case Study Are transforming insights and data from ethnographic research and turning them into actionable ideas really like trying to spin hay into gold? It doesn’t have to be. Watch one team’s radical approach to involving the research team with the consumer and involving the consumer with the research team. Through the eyes of this team at Western Union, you will get a better understanding of a process for taking insights and translating them into actionable themes, ideas and new product concepts. Learn how to: • Prepare to go into your consumers’ environment and have them come into yours • Create touch points with the consumer throughout the new product development effort • Use a creative approach for determining research themes • Turn the corner from research findings to innovative solutions. Lisa R. Buckley, Chief Marketing Officer WESTERN UNION Cara L. Woodland, Director of Discovery and Innovation INNOVATION FOCUS INC. Day One Adjourns Tuesday February 5, 2002 8:30 8:45 Chairperson’s Recap of Day One Carey Kyler, Research Manager PROCTER & GAMBLE 11:00 Semiotics is the systematic study of signs, symbols, and communication, based on the notion that all human communication is made of a system of texts, requiring decoding. Any form of communication, from architecture and advertising to movies and music videos, can be read as a text, and semiotics precisely outlines each element of the communication and what it connotes to the observer or consumer. Semiotics can play an important role as an enhancement tool in ethnographic research. ‘Consumer Environmental Semiotics’ applies semiotic analysis to consumer environments such as stores, shopping malls, and websites. This holistic approach looks at the relationship between the semiotic elements of the environment (POS signage, store layout, lighting, music, staff uniforms, architecture, color schemes, fixtures, furniture, etc.) and the shopping experience as a whole (mood, attitude, etc.). The researcher is able to draw semiotic conclusions on how the consumer environment impacts the shopping experience, in parallel with ethnographic conclusions. The results give clients concrete, actionable recommendations on how to achieve their objectives. Employing engaging examples and case histories drawn from today’s media and retail landscape, Dr. Leech will offer an introduction to semiotics as a qualitative research tool, and illustrate its effectiveness as a valuable enhancement to ethnographic research. Charles Leech, Ph.D., Qualitative Research Consultant and Semiotician ABM RESEARCH LTD. Discovering Your CustomerÕs Needs First Hand: Lessons Learned from a Lifetime of Facilitating Team-Based Ethnography Consumer insights are no longer the domain of one function. Innovative thinking is everyone’s work and that means being connected: connected internally across functional boundaries and externally to the consumer. Team-based ethnography provides both a direct line of sight into the customer’s world and a powerful shared experience. This “glue” keeps the customer’s perspective center stage and becomes the basis for creative team dialogue, insights and action. In this presentation, Dr. Perry will share stories and lessons learned from working with teams across a variety of industries that used ethnography in many ways from new product development to marketing and brand strategy. Her goal is to address, as concretely as possible, questions that frequently arise, including: • How do you plant the seeds for ethnography? • Why and when is a team appropriate? • Who do you include? • How do you prepare them? • How long does a project take? • How much does it cost? • How do you set expectations with key stakeholders? • How do you define the area of inquiry? • How and how many respondents do you recruit? • What kinds of immersion experiences do you want? • What logistical issues do you face? • How do you document the process? • How do you handle debriefing and storytelling? • How do you get to insights and the “so what?” The Role of Semiotics as an Enhancement Tool of Observational Research 12:00 Networking Luncheon for Workshop Attendees & Speakers Conference Dress Code: Comfort is always key! Casual attire is suggested. Bring a sweater or jacket—the conference rooms are well air-conditioned. To Register Call 888.670.8200 Fax 941.365.2507 Email register@iirusa.com Web www.consumerinsightseries.com 1:30-4:30 SPECIAL POST-CONFERENCE WORKSHOP REANIMATING QUALITATIVE RESEARCH: A DIALOGUE What will bring us to this conference is acknowledgment of the growing interest in ethnography as a valuable tool in the “closer to the consumer” tool kit. But you have only to use it once to know that this “tool” is unlike others in its power to reanimate the research process itself. “Reanimation”: bring to life; having to do with air, breath, spirit and soul. Ethnography breathes life into our abstractions, causing us to look again at what we know and how we know it. Once upon a time, qualitative research had the sense of wonder and magic that seeing things for the first time brings. These are the roots that ethnography has tapped into. Like anything successful, businesses have sought to fit an art form into a box that can be replicated and sold. As qualitative research has achieved its scalability, it has lost its magic. It is time to rediscover the sense of wonder and bring back the art form of great qualitative research. In its essence, qualitative research is not about the efficiencies of focus groups. Rather, it is about a dialogue between a company and its customers, both external and internal. Never has this dialogue been more important then in these times when we all search for meaning and meaningful interaction. In Cooperation With: The Qualitative Report (ISSN 1052-0147) is a peer reviewed, online journal dedicated to writing and discussion of and about qualitative, collaborative, action-oriented, and critical inquiries. The Qualitative Report serves as a forum and sounding board for researchers, scholars, practitioners, and other reflective-minded individuals who are passionate about ideas, methods, and analyses permeating qualitative, collaborative, action-oriented, and critical research approaches. These pages are open to a variety of forms: original, scholarly activity such as qualitative research studies, critical commentaries, editorials, or debates concerning pertinent issues and topics; news of networking and research possibilities; and other sorts of journalistic and literary shapes which may interest and pique readers. The Qualitative Report is published by Nova Southeastern University. Its WWW address is http://www.nova.edu/ssss/QR/index.html. FQS, a peer-reviewed and interdisciplinary online journal for qualitative research, aims to promote discussion and cooperation between qualitative researchers from all over the world. Appearing three times a year, FQS issues are available in English and German language. For advertising information contact Katja Mruck, Editor at ++49 / (0)30 / 791 5431 or email mruck@qualitative-research.net. Free full texts are available at http://www.qualitative-research.net/fqs. Ethnographic Research, Inc. conducts ethnography for understanding and improving organizations, products, and services, worldwide. Detectives of daily life, our world is a world of hamburgers and hard drives, trombone lessons and toothpaste. We live and work in Our objective in this workshop is to begin a conversation within the organizational community about what are we doing and what can we do to reanimate that most human of all connections...the dialogue. We will share our latest thinking, models, principles and tools. While our interest is primarily on the qualitative side, changes there also create new opportunities for meaningful and intuitive ways of linking to the quantitative side. Our goal will be to consider the whole continuum from “the context of discovery to the context of justification.” This workshop is a dialogue, which means that we will provide context, concepts, and process, but we also want to create an opportunity for us all to learn from each other. We look forward to taking this journey and hope you will join us. Barbara Perry, Ph.D., Cultural Anthropologist BARBARA PERRY ASSOCIATES John Winsor, President RADAR COMMUNICATIONS 4:30 Conference Adjourns the trenches of the everyday, deciphering the code of cultures, products, and people, and there is nothing we love more. Visit us at www.ethnographicresearch.com. Enjoy Your Stay at the Hyatt Pier 66 in Ft. Lauderdale Hyatt Regency Pier Sixty-Six is an award-winning Four Star, Four Diamond landmark resort located in the heart of Fort Lauderdale. The resort is a 22-acre tropical paradise featuring a 142-slip world class marina, Spa LXVI, a luxurious health and beauty spa, the Grande Oaks Golf Club, and a full service Aquatic Center. Hyatt Regency Pier Sixty-Six boasts 380 spacious newly renovated guest rooms and suites, six restaurants and lounges featuring everything from an incredible view atop the 17th story revolving Pier Top Lounge to waterfront dining at the award-winning California Café. Are You Trying to Reach Our Audience. . . Let IIR Help IIR conferences offer a premier opportunity for you to meet with your target market, senior-level executives you won’t meet at other trade events! • Generate Qualified Leads • Create One-to-One Relationships • Increase Brand Awareness in the market • Network with key corporate Decision-Makers The Consumer Insight Series, created by the Institute for International Research (IIR) is designed for marketers who are responsible for predicting, analyzing and understanding consumer behavior. Utilizing disciplines such as trend forecasting, anthropology, sociology, psychology and other alternative market research methodologies, the series provides real-world professional education for marketers who are looking for deeper solutions to the complexities of consumer motivation. For more information and other value-added features, visit our website at www.consumerinsightseries.com. The Institute for International Research (IIR), the world’s largest business conference organization, has offices in 36 major cities around the globe including New York, London, Paris, Frankfurt, Milan, Stockholm, Amsterdam, Hong Kong and Sydney. IIR’s conferences address the areas of finance, marketing, insurance, pharmaceutical, manufacturing and information technology. The Marketing Institute, a division of IIR, was established in 1989 for leading marketing executives as a result of continuous changes and demands in business. We provide the most progressive educational marketing forums by the leading practitioners, consultants and academicians. Worldwide contacts enable us to provide an These professionals are looking for answers. They need your products and solutions! To learn more about how we can help you position your company as a leader please contact us today! Sponsorship and Exhibits: Dina Zeffiro at 212.661.3500 ext. 3035 or at dzeffiro@iirusa.com To Register Call 888.670.8200 Fax 941.365.2507 Email register@iirusa.com Web www.consumerinsightseries.com REGISTRATION FORM Ethnographic/Observational Market Research Institute for International Research 708 Third Avenue, 4th Floor New York, NY 10017-4103 Please complete and return this entire form (or a copy) to Customer Service: • % Fax: Call: (941) 365-2507 Toll Free (888) 670-8200 or (941) 951-7885 Institute for International Research P.O. 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Lauderdale, FL Consumer Insight Series™ Consumer Insight Series™ Ethnographic/Observational Market Research: Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Consumer Insight Series™ Translate Qualitative Data & Insights into Actionable Strategies Consumer Insight Series™ Consumer Insight Series™ Who Should Attend: Consumer Insight Series™ Senior Level Executives Involved in: To Register Call 888.670.8200 Fax 941.365.2507 Email register@iirusa.com Web www.consumerinsightseries.com Market Research Ethnography Consumer & Market Insights Research & Development Consumer Understanding Innovation Consumer Insight Series™ New Product Consumer Development Insight Series™ Strategic Planning Consumer Insight Series™ Trend Analysis Consumer Insight Series™ Cultural and Organizational Consumer Insight Series™ Anthropology Consumer Insight Series™ Consumer Insight Series™