CHAPTER 19 REPORT PREPARATION AND PRESENTATION OPENING QUESTIONS 1. 2. 3. 4. 5. 6. 7. What process should be followed in preparing and presenting the final report? Are any guidelines available for writing a report including graphs and tables? How should an oral presentation be made, and what are some of the principles involved? Why is the follow-up with the client important and what assistance should be given to the client in implementing and evaluating the research project? How is the report preparation and presentation process different in international marketing research? How does technology facilitate report preparation and presentation? What are the ethical issues are related to the interpretation and reporting of the research process and findings? AUTHOR’S NOTES: CHAPTER FOCUS This chapter provides a discussion of report preparation and presentation. The importance of the report and presentation are stressed. Guidelines for report writing, tables, and graphs are provided. Guidelines are also provided for making the oral presentation and reading the research report. Research follow-up is explained. The use of the Internet and relevant computer programs for report preparation and presentation are described. The discussion of report preparation and presentation is comprehensive and compares quite favorably with the competing texts. The discussion of the Internet and computer programs for report preparation and presentation is somewhat unique. In addition, a focus on international marketing research, technology, ethics, and the Internet has been placed at the end of this chapter. This chapter could be taught by focusing on the opening questions sequentially. Greater emphasis could be placed on the guidelines for report writing (Opening Question 1), the guidelines for tables and graphs (Opening Question 2), oral presentation (Opening Question 3), and assisting the client and evaluating the research process (Opening Question 4). Material covering concerns in international marketing (Opening Question 5) and the ethical issues (Opening Question 7) in report interpretation and presentation should also be covered. CHAPTER OUTLINE 1. Overview 2. Importance of the Report and Presentation 3. The Report Preparation and Presentation Process 4. Report Preparation i. Report Format ii. Report Writing iii. Guidelines for Tables iv. Guidelines for Graphs 5. Oral Presentation and Dissemination 6. Research Follow-Up i. Evaluating the Research Project 259 7. 8. 9. 10. 11. 12. 13. ii. Assisting the Client Summary Illustration Using the Opening Vignette International Marketing Research Technology and Marketing Research Ethics in Marketing Research Summary Key Terms and Concepts Acronyms TEACHING SUGGESTIONS Opening Question 1 * Use old reports to demonstrate the importance of report presentation. Convey to the students the importance of the report by showing them copies of various reports that have been written in different styles and different formats. Show how each of the reports you choose differs from the others and how they may be useful to management. * Describe the process of report preparation. The process flows from the entire marketing research process. Based on the problem definition, approach, research design, field work, and the results of data analysis and interpretation, a report is constructed. The written report is drafted and the oral presentation given. After the client has read the report, any follow-up considerations or research should be addressed. Figure 19.2 may be used as a framework for this discussion. * process. Explain how the format provided in the chapter parallels the marketing research Explain that after allowing for introductory sections and the executive summary, the report format begins with the problem definition (Step 1) and the approach to the problem (Step 2). The research design is then specified (Step 3) with field work (Step 4) described as a portion of this section. The data analysis sections (Step 5) are added just before the results, limitations, and conclusions. Exhibits conclude the report. Opening Question 2 * State the guidelines for report writing and provide examples of well-written reports. Review the following characteristics of a well-constructed report: i. Readers: To reach out to the readers, a report must consider the: - reader’s technical sophistication (a glossary of terms should be included). 260 ii. iii. iv. v. vi. - reader’s interest in the project. - circumstances under which the report will be read. - manner in which the report will be used. Easy to follow: The report should have: - logical structure, clarity, and precision. - correct grammar and well-constructed sentences. Presentable and professional appearances: An appealing appearance enhances the reader’s desire to read the report. Objective: The report should accurately present the methodology, results, and conclusions of the project. Reinforce text with tables and graphs: Visual aids improve the communication of key information and add to the clarity and impact of the report. Terse: A terse presentation enhances the quality of the report, provided completeness is not sacrificed. Examples of past reports should be used to exemplify these guidelines, or have students write their own brief report and present it. * List the different types of graphs and mention situations when they are useful. Mention the drawbacks of each. i. ii. iii. iv. v. vi. Geographic and other maps, (e.g., product position in maps): Used for communicating relative location and other comparative information. Round or pie charts: Used for depicting proportions associated with a single variable. They are unsuitable for displaying relationships over time or relationships among several variables. Line charts: Used for illustrating trends and changes over time, for comparing several series of data, and for interpolating and extrapolating forecasts. Pictographs: They are the most creative graph and useful for eye-catching scenarios, like newspapers or magazines. They, however, do not depict the results precisely. Histograms and bar charts: These charts are used to present absolute and relative magnitudes, differences, and changes. They are inappropriate for representing series of data plotted over time for more than one variable. Schematic figures and flowcharts: They are used for displaying the steps involved in or the components of a process, as well as for classification diagrams. They do not represent statistical data analysis. 261 Opening Question 3 * Explain why each of the following is important in making an effective oral presentation. 1. 2. 3. 4. 5. Preparation and rehearsal - The presenter(s) should be thoroughly familiar with the report in order to explain it to management and should rehearse the presentation in order to appear competent and polished and to cover all important topics in the time allotted by management. Presentation should be geared to the audience - The presentation should consider the audience’s background, interest, and involvement with the project as well as the degree to which they are likely to be affected by it in order for the presentation to be meaningful to the audience. Use of visual aids - Visual aids clarify and support arguments made in the presentation. Interact with the audience - Sufficient interaction with the audience can be accomplished with eye contact, opportunities for questions, and the use of stories, quotations, and anecdotes. Body language - Descriptive gestures are used to clarify or enhance verbal communication. Varying volume, pitch, voice quality, articulation, and rate while speaking emphasizes key points of the oral presentation. Opening Question 3 * Discuss the keys to an effective presentation. The key to an effective presentation is preparation. A written script or detailed outline should be prepared following the format of the written report. The presentation must be geared to the audience. The presentation should be rehearsed several times before it is made to management. Visual aids, such as tables and graphs, should be displayed with a variety of media. It is important to maintain eye contact and interact with the audience during the presentation. Sufficient opportunity should be provided for questions, both during and after the presentation. The presentation should be made interesting and convincing with the use of appropriate stories, examples, experiences, and quotations. Filler words like “uh,” “y'know,” and “all right,” should not be used. Body language is also important. It helps the speaker to convey his or her ideas more emphatically. The body language can reinforce the issue or the point the speaker is trying to communicate to the audience. The speaker should vary the volume, pitch, voice quality, articulation, and rate while speaking. The presentation should terminate with a strong closing. To stress its importance, a top-level manager in the client’s organization should sponsor the presentation. * Discuss the “Tell ‘Em” and “KISS ‘Em” principles. The “Tell 'Em” principle is effective for structuring a presentation. This principle states: (1) tell ‘em what you're going to tell ’em, (2) tell ’em, and (3) tell ‘em what you’ve told ’em. Another useful guideline is the “KISS ’Em” principle, which states: Keep It Simple and Straightforward (hence the acronym KISS). 262 Opening Question 4 * Discuss the tasks faced by the researcher during the follow-up action after the submission of the report. Mention that the research follow-up consists of two tasks: assisting the client and evaluating the research project. i. ii. Assisting the client: - Clarifying difficulties in understanding the report - Assisting in implementation of the findings - Identifying any other research projects that need to be undertaken Evaluating the research project: - Identify the difficulties faced in doing the market research project in question. - Identify the short-comings, if any, associated with the different stages of the entire market research project. - Think of the possible impact if alternative methodology was followed at different steps, like data collection, data analysis, report writing and presentation, etc. The insights gained from such an evaluation would benefit not only the researcher, but also the subsequent projects conducted. Opening Question 5 * Discuss the problems associated with preparing reports for foreign managers. Report preparation may be complicated by the need to prepare reports for management in different countries and in different languages. In such a case: • A researcher should prepare different versions of the report, each geared to specific readers. • Different reports should be comparable, although the formats may differ. • A presenter should be sensitive to cultural norms. EXAMPLE: making jokes, which is frequently done in the United States, is not appropriate in all cultures. Subjective experience and gut feelings of managers could vary widely across countries, necessitating that different recommendations be made for implementing the research findings in different countries. Opening Question 6 * Discuss the computer-based systems and software available for report preparation and presentation. 263 Computer-based systems are available for preparing reports and making presentations. In addition to general word-processing packages, software such as R&R, db Report Writer, and Report Generator have been developed specifically for preparing reports. A vast number of software programs are available for developing remarkable presentations with great ease. For example, Microsoft PowerPoint allows the user to develop a slide show as a presentation. The development process is simple, but the final product can be intricate. Some of the tools available with this presentation software include a variety of transitions between slides, including fade, dissolve, fly-in from various directions, and many other visual effects. Some presentation programs also allow for the addition of sound and video clips for a more complete representation of data. This means that news reports or audio commentaries can be easily added to a presentation. With a little more effort, presentation software such as Director or Authorware can be used to fully animate a presentation. Opening Question 7 * Discuss the ethical responsibilities of the researcher and the client. Many issues pertaining to research integrity arise during report preparation and presentation. A survey of 254 marketing researchers found that 33% believed that the most difficult ethical problems they face pertain to issues of research integrity. These issues included ignoring pertinent data, compromising the research design, deliberately misusing statistics, falsifying figures, altering research results, misinterpreting the results with the objective of supporting a personal or corporate point of view, and withholding information. Objectivity should be maintained throughout the research process. For example, when data are analyzed and no meaningful results are found, researchers are tempted to see findings that are not supported by the analysis. Such temptations must be resisted to avoid unethical conduct. Like researchers, clients also have the responsibility for full and accurate disclosure of the research findings and are obligated to employ these findings honorably. For example, the public can be negatively affected by a client who distorts the research findings to develop a more favorable television advertising campaign. Internet Emphasis * Discuss the role of the Internet in report preparation and presentation. Marketing research reports are being published or posted directly to the Web. Normally, these reports are not located in publicly accessible areas but in locations which are protected by passwords or on corporate intranets. There are a number of advantages to publishing marketing research reports on the Web. These reports can incorporate all kinds of multimedia presentations, including, graphs, pictures, animation, audio, and full motion video. The dissemination is immediate and the reports can be accessed by authorized persons on-line on a worldwide basis. These reports can be electronically searched to identify materials of specific interest. * Identify the benefits of using computers in report preparation and presentation. 264 Originally, the main application of microcomputers was in word processing. However, with great developments in processor and software technology, a variety of word processors and other tools have evolved which allow for professional preparation and presentation of marketing research reports at reasonable costs. For example, not only do word processors such as Microsoft WORD and WORDPERFECT include a dictionary, thesaurus, and grammar checkers, they also have the ability to incorporate graphs, tables, and images created with other software such as spreadsheets, graphics packages, and image processing tools. For further flexibility in text and image layout design, page layout programs such as QUARK EXPRESS and PAGEMAKER can be used. The mainframe and microcomputer versions of the major statistical packages have reporting procedures. A vast number of software programs are available for developing remarkable presentations with great ease. For example, Microsoft POWERPOINT allows for the development of a slide show as a presentation. The development process is very simple, but the final product can be very intricate. BE AN MR! AND BE A DM! It should be noted that a variety of answers are appropriate. The ones given here are merely illustrative. Be an MR!: Gallup Gallup generally provides written analysis of its own polling data. The results to all Gallup surveys are in the ”public domain“ - once they have been publicly released, anyone who chooses may pick up the information and write about it themselves. The reports however are analysis of the poll data. The key concept behind the reports is that when analyzing poll data public opinion on a given topic cannot be understood by using only a single poll question asked a single time. It measures opinion along several different dimensions, to review attitudes based on a variety of different wordings, and to pay attention to changes in opinion over time. Another interesting aspect of the reports is the pictorial representation of surveys in the form of bar charts and pie diagrams. Full versions of reports are not available for free. From the excerpts available, the researcher’s treatment of the subject was very objective. Every argument was supported by data, facts and figures. Be a DM!: Gallup The report was a simplified presentation of facts Stated opinions are supported by verifiable data Factual analysis of underlying survey data Report is very useful from the perspective of a marketing manager Be an MR!: Coca-Cola I went through the Coca-Cola annual report for 2003 which was filed with the SEC along with 10K. There was not a single graph in the 123 page document. Presentation could have been substantially improved and data could have been presented in a more meaningful manner through the use of charts. Be a DM!: Coca-Cola No graphs in the annual report. However students could use the report data to construct meaningful graphs using Excel. 265 EXPERIENTIAL LEARNING Brevity in Report Writing and Presentation This exercise is designed to give students experience in preparing and presenting reports. Brevity is stressed as it is of great concern in practice. Note: A sample press release which a student might have identified and used follow the assignment below. In addition, the three PowerPoint slides based on this identified press release are included, as well as possible answers to the assignment questions. PRESS RELEASE For Immediate Release March 27, 2000 Dreaming of a Vacation? Arlington, Texas—A recent national survey has begun to shed light on what many workers dream about, and what some can only dream about – an out-of-town vacation during the year. The University of Texas at Arlington’s Master of Science in Marketing Research Program and TNS Intersearch of Horsham, Pennsylvania have conducted more than 6,000 telephone interviews this year asking Americans about their vacation usage. One highlight of the study to date is the finding that 61.9% of Americans took an out-oftown vacation in the last 12 months. Some demographic groups are more likely to travel out of town for their vacation than others. Americans taking out-of-town vacations tend to have higher incomes and more education. Over 87% of households with incomes above $100,000 went out-of-town compared to only 44.1% of households with incomes less than $25,000. Out-of-town vacationers have a propensity to be married, to live in a metropolitan area, and to be ethnically white. Took An Out-Of-Tow n Vacation In The Last 12 Months M ar it al St at us 56.4% Other 65.8% M arried M et r o St at us Non-M etro 53.8% 64.7% M etro R ace 62.3% Other Black White 45.4% 63.3% Ed ucat io n 72.5% Some college or + Graduated H.S. 54.0% Other findings of the study related to Less than H.S. 43.0% usage of commercial lodging. The Inco me Ho useh. study disclosed that 58.5% of M ore than $100k+ 87.1% Americans taking an out-of-town $50k-99.9 71.6% vacation in the last 12 months stayed $35k-49.9 60.6% in commercial lodging. Commercial $25k-34.9 53.8% lodging usage appears to increase with Less than $25k 44.1% the level of education. Only 39.5% of Americans with less than high school degree used commercial lodging compared to 62.5% for Americans with at least some college. Other groups with a high propensity to use commercial lodging are married people, non-metropolitan residents, high-income households, as well as 266 Caucasians. Interestingly, males are more likely to use commercial lodging than females, 60.4% versus 56.8% respectively. When asked to rate the commercial lodging that they used last on a scale of 1 (poor) to 7 (excellent), only a slim majority of Americans marked a 6 or a 7 for the “price for value received” and “overall experience”. However, a larger majority (63.9 per cent) indicated they would use the commercial lodging facility again. “Vacation usage has not been well researched nor the health benefits well understood,” Dr. James Campbell Quick said. Quick is a University of Texas at Arlington professor and international expert in occupational health and stress. “Indications suggest the US population is not slowing down. The consequences of overactivity and overstimulation for Americans need to be better understood.” Rated 6 or 7 The Last Commercial Lodging Used* 51.4% Price for value received 56.8% Overall experience 63.9% Likelihood to use again * Scale from 1 (poor) to 7 (excellent) “Past research has suggested increased productivity for Americans appears to be directed toward increased consumption, instead of increased leisure time.” Dr. Susan Bardi Kleiser said. Kleiser is an assistant professor at the University of Texas at Arlington. “The implications for the long-term well-being of Americans are not yet clear.” Source: Telephone survey of 6,061 adults in randomly selected households across the United-States between January 10 and February 21, 2000. Precision level +/- 1%. WHAT WOULD YOU DO? It should be noted that a variety of answers are appropriate. The ones given here are just illustrative. The Marketing Research Decision 1. E 2. The graphs and pictorial depictions will be more useful to the dealers in understanding the trends and analyzing the reports better. They are less quantitatively-oriented and have less sophisticated tools to analyze the numbers provided, hence, graphs can substantially improve the usefulness of reports to the dealers. The Marketing Management Decision 1. A, B,C, D, E 2. The Internet is an efficient and cost effective means of information dissemination as well as gathering. It can be used to educate customers as well as collect information about their preferences, satisfaction, etc. On the other hand the relevant information could be delivered to the dealers in a fast and effective manner using the Internet. They could be updated in real 267 time about satisfaction ratings or performance at various levels. Dealers could also use web presence to interact with customers more closely. 268 REVIEW QUESTIONS 1. 2. The process of report preparation is the final major step in a marketing research project. It begins with the interpretation of the results of data analysis pertaining to the marketing research problem. The findings, supported by appropriate conclusions and relevant recommendations, should be presented in a suitable format to facilitate decision making by the client. A discussion with the client, before writing the report, covering the findings, conclusions, and recommendations may be helpful in meeting the needs of the client. During these discussions, specific dates should be confirmed for the delivery of the written report and other data as requested by the management sponsoring the project. The entire marketing research project should be summarized in one or more written reports geared to the respective readers and an oral presentation may be made. After the client has had an opportunity to read the report, the researcher should undertake necessary follow-up action. The researcher should also assist the client in understanding the report, implementing the findings, and undertaking a thorough evaluation of the entire marketing research project. Though the report formats are likely to vary with the researcher, the client, and the nature of the research project, a common framework can be designed for writing the reports. From this, the researcher can develop a specific format tailored for a particular research project, after taking into account the required level of formality and the degree of detail. A typical report may contain the following items: I. II. III. IV. V. VI. VII. VIII. IX. X. XI. XII. XIII. Title page Letter of transmittal Letter of authorization Table of contents List of tables List of graphs List of appendices List of exhibits Executive summary (a) Major findings (b) Conclusions (c) Recommendations Problem definition (a) Background to the problem (b) Statement of the problem Approach to the problem Research design (a) Information needs (b) Data collection from primary sources (c) Scaling techniques (d) Questionnaire development and pretesting (e) Sampling techniques and field work Data analysis (a) Methodology (b) Plan of data analysis 269 XIV. XV. XVI. XVII. 3. 4. Results Limitations and caveats Conclusions and recommendations Exhibits (a) Questionnaire and format (b) Statistical output (c) Lists a. Title page: It includes the title of the report, information (like name, address and telephone) related to the researcher or the firm doing the research, the client, and the date of release. b. Table of contents: It is based on the outline of the report and lists the sequence of topics included with the corresponding page numbers. In most reports, only the major headings and subheadings are included in the table of contents. The table of contents should be followed by the lists of tables, graphs, appendices, and exhibits. c. Executive summary: This summary describes the problem, approach, and research design adopted in the concerned marketing research project. Mostly, it is devoted to the major results, conclusions, and recommendations. d. Problem definition: It contains a statement of the management decision problem and the marketing research problem. It also states the background to the problem, highlighting the discussions with the decision-maker(s) and industry experts. It also mentions the secondary data analysis, the preliminary research that was conducted, and the factors that were considered. e. Research design: This section details the nature of the research design adopted, the information needs, data collection methods, scaling techniques, questionnaire development and pretesting, sampling techniques, and field work. The material is presented in nontechnical terms and the technical details are included in the appendix. This section also justifies the procedures adopted. f. Data analysis: This section describes the plan of data analysis, justifying the selection of the specific techniques. The data analysis techniques are described in simple, non-technical terms. g. Conclusions and recommendations: This section contains the inferences derived from the marketing research results and states the feasible and practical recommendations that can be used by the client for its own decision-making purposes. The prime purpose is to inform management about the limitations of the concerned market research project results. These limitations may arise owing to time, budget, organizational constraints, or even the research design adopted. A priori knowledge of this fact would enable the client to use the results pragmatically. 270 5. 6. 7. 8. 9. 10. 11. Objectivity in writing a report brings out the true scientific role of the researcher. Thus, the report should accurately present the methodology, results, and conclusions of the project without giving in to fear or favor from the client. The following guidelines should be incorporated in a quality report: i. Reach out to the reader: The report should reach out to the target audience. This can be done by taking into account the client’s technical sophistication, interest in the project, and the circumstances or manner in which they are going to read and use it. ii. Ease of comprehension: The report should be easy to follow. Clarity, brevity, and logical structuring of the presented material increase the ability to comprehend the report. iii. Presentable and professional appearance: An appealing and inviting appearance brought through skillful use of typing, binding, and reproducing can entice the reader and enhance his desire to read the report. iv. Objectivity: The report should be truthful and sincere in purpose. Any deviation from this destroys the credibility of both the report and the researcher. v. Reinforcement: Reinforcement of the information in the text through visual aids facilitates communication with the reader and adds to the impact of the report. vi. Terseness: Brevity in the presentation of a report, without sacrificing completeness, adds to its appeal. Arrangement of the data items in a table should be done on the basis of the most significant aspect of the data. Thus, if locating items on the list is critical, an alphabetical arrangement may be most desirable. Similarly, data pertaining to time should be arranged by appropriate time period—i.e. months, years, etc. It is an important device for graphically representing the data. A pie-chart is round and divided into sections (generally six at the most) in the form of pie-pieces. The area of each section, as a percentage of the total area of the circle, reflects the percentage associated with a value of a specific variable. It is suitable for depicting proportions associated with a single variable. It is not useful for displaying relationships over time or relationships among several variables. Line charts are a type of graphical aid where a series of data points are connected using continuous lines. They are helpful in: i. Illustrating trends and changes over time. ii. Comparing several series on the same chart. iii. Showing forecasts, interpretations, and extrapolations. Pictographs are a type of graphical aid where the data is displayed through the use of small pictures or symbols (though not very precisely). They look attractive to the eye and are easy to comprehend. The histogram is a special bar chart which is vertical and in which the height of the bars represents the relative or cumulative frequency of occurrence of a specific variable. The primary purpose is to help management (the client) understand the written report pertaining to the marketing research project sponsored by them. This serves to clarify the 271 12. 13. doubts of the client and subsequently gain approval and acceptability. Besides, it serves as an important tool to impress those executives who would judge the project based on the presentation. This is an important principle for effectively structuring a presentation. It states that: i. Tell ‘em what you are going to tell ’em. ii. Tell ’em. iii. Tell ‘em what you have told ’em. This implies that the presentation should begin with a brief overview of the material to be presented, should then effectively cover the material of the presentation, and should once again summarize the speech before closing. The KISS 'Em principle, which stands for ”Keep It Simple and Straightforward“, implies that the presentation should be to the point and geared to the audience it is addressing. The researcher should judge if the project could have been executed in a better manner. To find out the answer, he should review the problem formulation step, data collection methods, quality of field work, data analysis strategy, appropriateness of the inferences, and the manner in which the report was written and presented. He should think of the alternatives available at every step and the way their adoptions would have altered the quality of the project. He should also try to locate the sources of error in the research design and strive to find out how they could have been controlled. 272 APPLIED PROBLEMS 1. 2. The paragraph is too complicated and full of technical jargon to be understood by the target audience. An example of a better paragraph is: ”To measure the image of the printing industry, two different questionnaire scales were used. The use of two scales was necessary in order to ensure that the findings would be valid, since results from one set of scales could be compared with results from a second set of scales. The data obtained from these techniques allows for statistical computation of the relationship between the findings from the two different scales. These relationships were significant, suggesting that the findings of the study are valid.” Many different flow charts can be drawn to represent this process. One example is suggested below: Need Awarene ss Retai lers Word of Mo uth Information Search Advertisin g Publ ica tion s Brand Evalua tion Bra nd Cho ice 3. 4. The charts should approximate the charts in the text. The format of the report can vary but it should contain the essential elements discussed in this chapter. GROUP DISCUSSIONS 1. 2. Key issues to consider are that tables, graphs, and charts are capable of presenting the same information, however, each has certain domains that make interpretation of the information easier. For example, a bar chart, a line graph, and a table of values all contain the same information, yet the bar chart shows the changes in variables and the line graph approximates the continuous change in variables. Students should recognize the value of being concise since a manager’s time is precious. Therefore, the researcher must present the information in such a way as to allow the manager to quickly understand the basic findings of the report in order to make decisions, yet also provide detailed information that supports the conclusions of the report. Thus, a report has an executive summary to meet the first need and the body of the report to meet the second. 273 3. While it is true that report preparation and presentation is an art to some degree, certain principles help to make the report amenable to the reader. Items include reaching out to the reader, making it easy to follow, being professional, being objective, use of table and graphs, and being concise. 274