What techniques should you use when?
This is NOT EASY to explain simply. A number of them fit into more than one category and have more than one role. Here are two ways of giving you guidance – by TYPE of technique, and by USE for common research needs. Once you have used, or seen the techniques being used, you will have a much better sense of how they can help you in your particular project.
TYPE OF TECHNIQUE
Association techniques Require a quick, intuitive response, to bring to mind vocabulary, image and product attributes, to scope out a subject.
- Word association
- Personification (associating with a personality or lifestyle)
- Collaging, to give more emotional and cultural associations
Completion techniques Require pre-preparation of sentences or scenarios. You would be looking for more specific information than with association techniques.
- Sentence completion
- Fill in bubble drawings, dialogues
- Familiar formats like obituaries, job applications, school report
Construction techniques Also require a stimulus for focus; people are asked to create a story from a picture, scenario or other starting point. They are usually more extensive than completion techniques and the structure of the story can be analysed as well as its content. Useful for context and the bigger picture around an issue.
- Storytelling, Serious play, Creative visualisation
Structuring techniques In these techniques we learn by asking respondents to move elements around, to compare and contrast, and to discuss their perceptions and reasoning.
- Mapping, Brand families
- Kelly Grid
- Snakes and ladders
- Balloon game
Expressive techniques These are projective in as much they take inner feelings and express them outwards, by translating them into another modality, paper, 3d models, acting.
- Role play,
- Psychodrawing,
- Serious play,
- Clay modelling
Metaphors & analogies Bring meaning by describing something within the framework of something else
Intrusive/disruptive techniques These are intended to disrupt normal habits or patterns of thinking. Graffiti encourages people to be ‘anti-social’ about advertising, while product deprivation or saturation for people to re-examine their views and habits.
- Advertising graffiti,
- Product deprivation, saturation
ANOTHER WAY: USES for common research needs.
Please note that these apply not only to products and brands, but also services and organisations and can therefore be used both in market and social research.
| Current and past behaviour – where observation /diaries are not practical | Self scripts, Bubble drawings, Role play / re-enactment of scenarios |
| Spontaneous awareness and associations; brand/ org/ category vocabulary | Word association – many variations inc.Freelisting, and card sorts , Mapping |
| Competitive perceptions | Mapping, Brand families, Brand partyTriads and Kelly grid – compare and contrast |
| Consumer motivations | Sentence completion, Laddering (linking product characteristics to higher level needs). Collaging is less specific on motivations but often brings out the social and cultural context |
| Barriers | Storytelling (who won’t buy and why)Bubble drawings |
| Emotions in a situation | Blob tree (simple)Psychodrawing, Serious playRole play / re-enactment of scenarios |
| Decision-making processes inc. motivations and barriers | Flow charts, Snakes and ladders, Customer journey/ Time-lines, Balloon game, Bubble drawings |
| Brand values /characteristics/ personality/emotional benefits | Guided imagery, Brand worlds/planets, Collages, Metaphors, Personification, Obituaries/School reports/Job Applications |
| Users, current, perceived, aspirational, stereotypes | Picture sorts, Mood boards, Collages with description/ Storytelling |
| Exploring experiences | Re-enactment, Guided visualisation, Serious play, Psychodrawing |
| Concept testing | Collaging, Storytelling, graffiti |
| Brainstorming | Analogies, collaging, and Guided visualisation – most projectives are useful as an alternative to traditional techniques in brainstorming sessions. |