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Mock Committees

 Unraveling the Group Decision Making Process

Note: These are slides from a presentation at the Mid-Atlantic
Marketing Research Association Spring Symposium 2013.
They were not designed to stand alone without a presenter.
For additional information, contact Jeff Adler at the number
below.

                              1355 Piccard Drive
                                   Suite #230
                             Rockville, MD 20850
                             Phone: 301-840-3850
                           Email: DC@centracDC.com

             All slides copyright 息 2007-2013 by Centrac DC, LLC. All rights reserved.
But first, Who Are We?

About Centrac DC
   Custom Primary Research
   Quantitative & Qualitative
   Domestic & International

About Jeff Adler, PRC, President
LinkedIn: http://www.linkedin.com/in/JeffreyAdler
Twitter: www.twitter.com/JCAdler

   30+ years MR experience; includes Procter & Gamble
   B.S.E. Marketing & Decision Sciences, Wharton School, U of PA
   PRC, Expert Level
   AMA MR Boot Camp faculty member & annual guest lecturer at
    Wharton
   Speaker at IIR, AMA, MRA, SCIP, PMRG & ARF
   1st recipient of PMRGs Circle of Excellence Award (2007)



                                                                    2
Todays discussion

1. The business challenge
2. The traditional approach
3. Mock Committees

         1.   What are they

         2.   Who is involved

         3.   Why they work

         4.   How to use to influence business decisions

         5.   Where they were born / Example applications

         6.   Executional considerations

                                                            3
The business challenge

 The group decision

   multiple stakeholders
   in various functions / business areas
   asserting varied & often conflicting degrees of decision
    making responsibility

 but all play an integral role in the final
  purchase decision


                                                               4
Traditional Approach

Conduct research among each stakeholder group




           Divergent opinions of who
            ultimately makes the call




   Results in a he said, she said analysis



                                                 5
Mock Committees are born!

 So why not get everyone talking together




                                             6
What are they?

 All stakeholder groups around single table
 Create fictional committee / assign roles
   Individuals project their experience / role onto fictional committee
 Recreate committee meeting including:
   New product / service pitch
   Discussion / breakout groups
   Attempt to reach decision
 Discuss
   What worked / didnt work with pitch
   How could it be done differently



                                                                           7
Who is involved?

 Representatives from all parties involved in
  final decision  from administrative to C-suite
    Purchasing / CFO
    Users
    Product champions


 Plus client side product / service experts
    its OK to let them out from behind the glass


 Moderator / facilitator
    Sets the stage & keeps group on task


                                                     8
Why they work?
Use of projective techniques




                               9
Why they work?
       Use of projective techniques

 Help verbalize underlying
  emotions/feelings, attitudes & behavior
   Depersonalizes controversial thoughts, oppositional roles
   Project words/thoughts/attitudes of anonymous others


 Can include use of
   Metaphorical journey
   Ambiguous pictures
   Visualization of the ideal




                                                                10
Why they work?
      Use of projective techniques

 Set the stage for a committee meeting at
  fictional company
   Ask respondents to imagine they all now work for XYZ


 Role play
   Discussion from perspective of:
      Current role
      Other decision makers/influencers
   Argue for/against selection vis--vis competitive selection
   Anticipated dialogue between decision maker / presenter
      Imagined thoughts of decision maker / presenter during dialogue


                                                                         11
How to use to influence business
              decisions

 Gets all the questions / issues on the table
    Clients can see first hand how product / service will be scrutinized
     in these meetings


 Refine / re-write the pitch (dress rehearsal)
    What could have been done differently?
    How would they present to their group?
    Which pitch strategy is most impactful


 Better train champion


                                                                            12
Where they were born?


 Challenge of purchasing in a hospital
   Multiple players
   Decreasing emphasis on user preference (according to user), paired with
    reluctance of purchasing to assert opinion without user input

 Created a Mock New Product Approval (or Value
  Analysis) Committee
   Gathered Head of Purchasing, Surgeons, Nurses, Product Champion




                                                                              13
Example Applications

 Any B2B purchase with multiple
  stakeholders & decision makers
     Devices, Pharmaceuticals & Supplies
     Software / IT systems
     Insurance / Benefits
     Facilities Management / Service Providers
     Capital Equipment
     Convention services

                                                  14
Executional Considerations

 How they differ from traditional focus groups:
   Longer, allow 2-3 hours minimum
   Larger, ideally recruit at least 3 people from each title / segment


 Typically conduct 4  8 groups
   Depending on # segments
   Depending on # topics


 Dont overlook international markets
   While the product / service may be uniform, the processes
    certainly are not


                                                                          15

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Mock committees slideshare mamra final 04 05-13

  • 1. Mock Committees Unraveling the Group Decision Making Process Note: These are slides from a presentation at the Mid-Atlantic Marketing Research Association Spring Symposium 2013. They were not designed to stand alone without a presenter. For additional information, contact Jeff Adler at the number below. 1355 Piccard Drive Suite #230 Rockville, MD 20850 Phone: 301-840-3850 Email: DC@centracDC.com All slides copyright 息 2007-2013 by Centrac DC, LLC. All rights reserved.
  • 2. But first, Who Are We? About Centrac DC Custom Primary Research Quantitative & Qualitative Domestic & International About Jeff Adler, PRC, President LinkedIn: http://www.linkedin.com/in/JeffreyAdler Twitter: www.twitter.com/JCAdler 30+ years MR experience; includes Procter & Gamble B.S.E. Marketing & Decision Sciences, Wharton School, U of PA PRC, Expert Level AMA MR Boot Camp faculty member & annual guest lecturer at Wharton Speaker at IIR, AMA, MRA, SCIP, PMRG & ARF 1st recipient of PMRGs Circle of Excellence Award (2007) 2
  • 3. Todays discussion 1. The business challenge 2. The traditional approach 3. Mock Committees 1. What are they 2. Who is involved 3. Why they work 4. How to use to influence business decisions 5. Where they were born / Example applications 6. Executional considerations 3
  • 4. The business challenge The group decision multiple stakeholders in various functions / business areas asserting varied & often conflicting degrees of decision making responsibility but all play an integral role in the final purchase decision 4
  • 5. Traditional Approach Conduct research among each stakeholder group Divergent opinions of who ultimately makes the call Results in a he said, she said analysis 5
  • 6. Mock Committees are born! So why not get everyone talking together 6
  • 7. What are they? All stakeholder groups around single table Create fictional committee / assign roles Individuals project their experience / role onto fictional committee Recreate committee meeting including: New product / service pitch Discussion / breakout groups Attempt to reach decision Discuss What worked / didnt work with pitch How could it be done differently 7
  • 8. Who is involved? Representatives from all parties involved in final decision from administrative to C-suite Purchasing / CFO Users Product champions Plus client side product / service experts its OK to let them out from behind the glass Moderator / facilitator Sets the stage & keeps group on task 8
  • 9. Why they work? Use of projective techniques 9
  • 10. Why they work? Use of projective techniques Help verbalize underlying emotions/feelings, attitudes & behavior Depersonalizes controversial thoughts, oppositional roles Project words/thoughts/attitudes of anonymous others Can include use of Metaphorical journey Ambiguous pictures Visualization of the ideal 10
  • 11. Why they work? Use of projective techniques Set the stage for a committee meeting at fictional company Ask respondents to imagine they all now work for XYZ Role play Discussion from perspective of: Current role Other decision makers/influencers Argue for/against selection vis--vis competitive selection Anticipated dialogue between decision maker / presenter Imagined thoughts of decision maker / presenter during dialogue 11
  • 12. How to use to influence business decisions Gets all the questions / issues on the table Clients can see first hand how product / service will be scrutinized in these meetings Refine / re-write the pitch (dress rehearsal) What could have been done differently? How would they present to their group? Which pitch strategy is most impactful Better train champion 12
  • 13. Where they were born? Challenge of purchasing in a hospital Multiple players Decreasing emphasis on user preference (according to user), paired with reluctance of purchasing to assert opinion without user input Created a Mock New Product Approval (or Value Analysis) Committee Gathered Head of Purchasing, Surgeons, Nurses, Product Champion 13
  • 14. Example Applications Any B2B purchase with multiple stakeholders & decision makers Devices, Pharmaceuticals & Supplies Software / IT systems Insurance / Benefits Facilities Management / Service Providers Capital Equipment Convention services 14
  • 15. Executional Considerations How they differ from traditional focus groups: Longer, allow 2-3 hours minimum Larger, ideally recruit at least 3 people from each title / segment Typically conduct 4 8 groups Depending on # segments Depending on # topics Dont overlook international markets While the product / service may be uniform, the processes certainly are not 15