Chapter 7
QUALITATIVE RESEARCH
McGraw-Hill/Irwin
Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved.
Learning Objectives
Understand . . .
 How qualitative methodologies differ from
quantitative methodologies.
 The controversy surrounding qualitative research.
 The types of decisions that use qualitative
methodologies.
 The different qualitative research methodologies.
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Pull Quote
“Sometimes people are layered. There’s
something totally different underneath than
what’s on the surface . . . like pie.”
Joss Whedon,
author and screenwriter
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Qualitative
Research
and the
Research
Process
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Qualitative Research
Group
Interviews
Observation
Ethnography
Focus Groups
Data
Collection
Techniques
Action
Research
IDIs
Case Studies
Grounded
Theory
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Qualitative Research
Textual Analysis
Behavioral
Observations
Artifacts
Trace
Evidence
Other
Techniques
Debriefings
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Qualitative Research in Business
 Job Analysis
 Retail Design
 Advertising Concept
 Process
Development
 Productivity
Enhancement
 New Product
Development
 Benefits Management
Understanding
 Union
Representation
 Market Segmentation
 Sales Analysis
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Data Sources
People
Organizations
Texts
Environments
Artifacts/ media products
Events and happenings
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The Roots of Qualitative Research
Qualitative
Research
Economics
Psychology
Sociology
Semiotics
Anthropology
Communication
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Distinction between Qualitative &
Quantitative
Theory
Building
Theory
Testing
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Focus of Research
Qualitative
 Understanding
 Interpretation
Quantitative
 Description
 Explanation
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Researcher Involvement
Qualitative
 High
 Participation-based
Quantitative
 Limited
 Controlled
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Time Duration
Qualitative
 Longitudinal
 Multi-method
Quantitative
 Cross-sectional or
longitudinal
 Single method
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Sample Design and Size
Qualitative
 Non-probability
 Purposive
 Small sample
Quantitative
 Probability
 Large sample
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Data Type and Preparation
Qualitative
 Verbal or pictorial
 Reduced to verbal
codes
Quantitative
 Verbal descriptions
 Reduced to numeric
codes
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Turnaround
Qualitative
 Shorter turnaround possible
 Insight development ongoing
Quantitative
 May be time-consuming
 Insight development follows
data entry
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Data Analysis
Qualitative
 Nonquantitative
 Human judgment mixed
with fact
 Emphasis on themes
Quantitative
 Computerized analysis
 Facts distinguished
 Emphasis on counts
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Qualitative
Research
and the
Research
Process
7-18
Pretasking Activities
Use product in home
Bring visual stimuli
Create collage
Keep diaries
Draw pictures
Construct a story
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Pretasking Activities
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Formulating
the
Qualitative
Research
Question
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Choosing the Qualitative Method
Project’s
purpose
Researcher
characteristics
Schedule
Factors
Types of
participants
Budget
Topics
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NonProbability Sampling
Purposive
Sampling
Snowball
Sampling
Convenience
Sampling
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Qualitative Sampling
General sampling rule:
Keep conducting interviews until no
new insights are gained.
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The Interview Question Hierarchy
7-25
Interviewer Responsibilities
 Recommends topics
 Develops pretasking
and questions
 Controls interview
 Plans location and
facilities
 Proposes criteria for
drawing sample
 Writes screener
 Recruits participants
activities
 Prepares research tools
 Supervises
transcription
 Helps analyze data
 Draws insights
 Writes report
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Elements of a Recruitment Screener
 Heading
 Behavior questions
 Screening
 Lifestyle questions
requirements
 Identity information
 Introduction
 Security questions
 Demographic
questions
 Attitudinal and
knowledge questions
 Articulation and
creative questions
 Offer/ Termination
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Interview Formats
Unstructured
Semi-structured
Structured
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Requirements: Unstructured Interviews
Developed dialog
Probe for
answers
Distinctions
Interviewer
creativity
Interviewer skill
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The Interview Mode
Individual
Group
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IDI vs Group
Participants
Topic
Concerns
Research
Objective
Individual Interview
• Explore life of individual in depth
• Create case histories through
repeated interviews over time
• Test a survey
Group Interview
•
•
•
•
•
Detailed individual experiences,
choices, biographies
Sensitive issues that might
provoke anxiety
• Time-pressed participants or those
difficult to recruit (e.g., elite or highstatus participants)
• Participants with sufficient language
skills (e.g., those older than seven)
• Participants whose distinctions
would inhibit participation
•
•
Orient the researcher to a field of inquiry and
the language of the field
Explore a range of attitudes, opinions, and
behaviors
Observe a process of consensus and
disagreement
Issues of public interest or common concern
Issues where little is known or of a hypothetical
nature
• Participants whose backgrounds are similar or
not so dissimilar as to generate conflict or
discomfort
• Participants who can articulate their ideas
• Participants who offer a range of positions on
issues
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Research Using IDIs
Oral histories
Sequential
interviewing
Life histories
Types
Critical
incident
techniques
Cultural
interviews
Ethnography
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Projective Techniques
Laddering
Semantic
Mapping
Sensory sorts
Component
Sorts
MET
Data
Collection
Techniques
Imagination
Exercises
Association
Sentence
Completion
Cartoons
Thematic
Apperception
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PicProfile: Projective Techniques
Anderson Analytics
uses a cast of
characters during
interviewing.
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Group Interviews
 Mini-Groups
 Dyads
 Triads
 Small Groups
 Focus Groups
 Supergroups
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Determining the Number of Groups
Scope
Number of distinct segments
Desired number of ideas
Desired level of detail
Level of distinction
Homogeneity
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Group Interview Modes
Face-to-Face
Telephone
Online
Videoconference
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Combining Qualitative Methodologies
Case Study
Action Research
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Triangulation: Merging Qualitative and
Quantitative
Conduct studies
simultaneously
Ongoing qualitative
with multiple waves
of quantitative
Perform series:
Qualitative,
Quantitative,
Qualitative
Quantitative
precedes
Qualitative
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Key Terms
 Action research
 Case study
 CAPI
 Content analysis
 Creativity session
 Ethnography
 Focus groups
 Group interview
 IDI
 Convergent interviewing
 Critical incident
technique
 Cultural interviews
 Grounded theory
 Life histories
 Oral history
 Sequential interviewing
 Interview
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Key Terms (cont.)
 Interview guide
 Moderator
 Non-probability






sampling
Pretasking
Probability sampling
Qualitative research
Quantitative research
Recruitment screener
Triangulation
 Projective techniques
 Cartoons
 Component sorts
 Imagination exercises
 Laddering
 Metaphor Elicitation
Technique
 Semantic mapping
 Brand mapping
 Sensory sorts
 Sentence completion
 Thematic Apperception Test
 Word or picture association
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Chapter 7
ADDITIONAL DISCUSSION OPPORTUNITIES
McGraw-Hill/Irwin
Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved.
Snapshot: Performance Review
Informal Feedback
More Complete
More timely
Public web “venting”
Social networking
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Snapshot: Problems with Focus Groups
Dominators
Cynics
Hostiles
Proselytizers
Blatherers
Wallflowers
CoModerators
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Snapshot: Hallmark
Reveal connection dilemmas
Senior managers listening
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Snapshot: Home Depot Mystery Shopping
Compare research to results
Rethink questions &
observations
Add a conversation with
participants
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Research Thought Leader
“Most of what influences what we say and
do occurs below the level of awareness.
That’s why we need new techniques:
to get at hidden knowledge –
to get at what people don’t know they know.”
Gerald Zaltman
Emeritus Professor, Harvard
Creator, Zmet technique
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Research Thought Leader
“It is better to think of the Web . . . as the sounds
of independent voices, just like the street corner
soapbox preacher or that friend of yours who
always recommends the best books.”
David Meerman Scott
marketing strategist and author,
The New Rules of Marketing and PR
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PulsePoint:
Research Revelation
62
The percent of wealthy consumers
reporting that the state of the
economy has changed their view of
luxury purchases . . . that flaunting
luxury is insensitive.
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Chapter 7
QUALITATIVE RESEARCH
McGraw-Hill/Irwin
Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved.
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