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    Using Focus Groups for Marketing



                           Emily Gainer,
Special Collections Librarian, Center for the History of Psychology

                      Stephanie Dawson,
   Administrative Assistant, University Libraries Dean’s Office

                          Joe Salem,
       Head of Research and Learning, University Libraries

                          May 18, 2012
Background – Why Marketing?

• University Libraries Strategic Plan, 2010-2014




• University Libraries = Bierce Library, Science &
  Technology Library, Archival Services

                                                     2
Background – University Libraries




                                3
Background – University Libraries




                                4
Background – University Libraries




                                5
Marketing Task Force

The Challenge: Improve outreach to a diverse
undergraduate population and begin to engage
more students earlier in their academic careers




                                                  6
Marketing Task Force

The Charge: Market to undergraduate students,
with the overall goal of raising awareness &
increasing use:
   – Improve understanding

   – Evaluate various outreach approaches

   – Identify effective messaging

   – Develop an action plan




                                                7
Carrying Out the Charge

• Review on-campus department marketing plans

• Work with a marketing course through the CBA

• Survey University Libraries department heads

• Conduct focus groups




                                                 8
Why Use Focus Groups?
• Group dialogue tends to generate rich
  information.

• Provides information directly from individuals
  who are invested in the issue or hold expert
  knowledge.

• Provides a representation of diverse opinions
  and ideas.

• Provides a relatively low cost and efficient way
  to generate a great deal of information.
                                                     9
Anatomy of a Focus Group

• A small group of 6-10 people

• Led by a facilitator

• 45-90 minutes

• Structured around a set of no more than 10

  questions

• Free-flowing

• Multi-sessional: in a series of 3-4 sessions

                                                 10
ABCs of Focus Groups

There are four basic steps to conducting
successful focus groups:


  A. Planning

  B. Recruiting

  C. Facilitating

  D. Analysis and Reporting
                                           11
Planning Step by Step

          • Select your team
             – Facilitator
             – Notetaker
             – Recruiters

          • Identify your participants

          • Decide on the time and location

          • Develop your questions


                                          12
Focus Group Costs to Plan For:

• Site

• Facilitator

• Recruitment fees

• Participant stipends and other participant costs

• Translation

• Transcription

                                                     13
A Good Facilitator Can:
• Encourage people to speak.

• Control overly dominant people or people
  making inappropriate comments without
  disrupting the group.

• Be able to ask all of the predetermined
  questions and follow-up on comments made by
  respondents that need clarification.

• Make a group of diverse participants feel
  comfortable and safe.
                                                14
Developing the Questions

Twelve is the maximum number of questions for
any one group. Ten is better, and eight is ideal.

Keep it simple
   – Avoid jargon

   – Short and to the point

   – Focused on one dimension each

   – Open-ended or sentence completion types

   – Non-threatening or embarrassing


                                                    15
Developing the Questions

Engagement questions: introduce participants
to and make them comfortable with the topic of
discussion.

Exploration questions: get to the meat of the
discussion.

Exit question: check to see if anything was
missed in the discussion.




                                                 16
Recruiting Participants

• Develop screening criteria

• Be visible

• Over-invite

• Offer incentives

• Reduce barriers

• Follow-up

• Hit the streets
                               17
Types of Recruitment


• Nomination

• Random Selection

• All members of the

  same group

• Same role/job title

• Volunteers
                        18
Tips for Conducting Focus Groups


• Obtain verbal and written consent

• Establish rapport

• Follow your plan

• Revise questions

• Encourage participation

• Record the discussion

                                      19
Getting Consent

At a minimum, all participants should complete a
consent form.



If the focus group study involves a university
partner or is part of a larger research study you
may also be required to secure approval from a
Human Subjects Committee or Internal Review
Board.

                                                    20
What Did They Say?

• How are students             •   “In general I usually come
                                   here in between classes. It’s
  using the library?               definitely the best place on
   – time in between classes       campus to work on different
                                   papers and its quiet and just
   – studying /getting work        the atmosphere makes it
     done                          easy to get your work done.
   – computer access               I’ve also used the tutoring
                                   downstairs like the writing
   – tutoring / help               lab. Other than that it’s a
   – collections / resources       good place to get on the
                                   computers and stuff. And
                                   some reports I’ve done I’ve
                                   had to check out books and
                                   stuff and this is definitely
                                   the easiest place to go to do
                                   that.”


                                                             21
What Else Did They Say?

• Top Services             • Best Ways to Reach
  – Tutoring                 Students
  – Computers                – E-mail
  – Study rooms / spaces     – Word of mouth
  – Research / research        (primarily from other
    support                    students and
  – Technical support          secondarily from
                               professors)




                                                       22
Branding University Libraries
• What did they think of when they thought of the
  libraries?
   – “Books. I usually think of books.”
   – “But I don’t like reading so that makes me not want to go
     to the library.”
   – “Doing homework after class”
   – “Work in progress that grows with students. Added
     technology and features as it advances or as students
     need it.”
   – “Unlimited access to information.”
   – “Anything that would have to do with study. That would
     include the unlimited access, the tutoring, everything.”
   – “Staff is very genuine and friendly. They are patient and
     professional.”
   – “Studying”
   – “Computers”


                                                             23
Meeting Expectations

• “This is what I expected and more. I didn’t
  expect being able to be able to get everything I
  could here. It looked nice and was bigger than I
  expected. “
• “My expectation is that I can get what I want as
  far as resources. I think it is perfect. Everyone
  is really helpful.”
• “Before I came to Akron my experience with
  libraries was mostly public libraries and they are
  really basic. There is so much more here.”
• “I think you have done a great job. Everything
  meets my expectations.”


                                                   24
Social Media & University Libraries

• Facebook & Twitter were the social media of choice. The
  responses among the social media users regarding
  interacting with the library were mixed.
   – “Facebook. If you would get a facebook page, I probably
     wouldn’t jump to follow you but I think for people interested in
     what’s going on in the library it’s a good marketing strategy.”
   – “I’m on facebook all the time so I would definitely friend you
     guys on facebook.”
   – “I don’t really see myself friending the library on facebook. I
     think it would clutter my news feed more than it already is.”
   – “I have facebook to keep up with family and friends from out of
     state. I would not follow friending the library because I don’t
     use it to keep up with propaganda or news.”
   – “I have facebook and twitter and I already follow several
     student organizations so I would probably follow/friend the
     library on both. I think besides word of mouth social media is
     the main reason people hear of events.”


                                                                    25
What Do They Want to Hear from Us?

• What news or updates          • “Spotlighting
  would you want to               employees (faculty,
  hear from University            staff, students) with
  Libraries?                      their specialties so
                                  students know who to
  –   events
                                  go to for certain
  –   services                    things.”
  –   hours                     • “Events and services.
  –   student jobs                New services being
  –   meetings and classes in     offered. Photos from
      UL facilities               events after they
                                  occur to draw interest
                                  for the next event.”

                                                      26
What We Learned

• The Good                    • The Bad
  – Libraries have much to      – Struggled to recruit
    market and positive           participants, so getting
    messages to build on          the word out for library
  – Undergraduate students        events and marketing
    seem to prefer low-cost       may be difficult
    communication options       – It was difficult to talk
    (e-mail, posters)             with non-users and
  – University Libraries is       students who use
    meeting most                  Archives and the Science
    expectations                  & Technology Library
                                – Diversity of uses and
                                  associations with
                                  University Libraries make
                                  a single branding option
                                  difficult to develop


                                                        27
Questions?

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Help Up Help You: Using Focus Groups for Marketing

  • 1. Help Us Help You Using Focus Groups for Marketing Emily Gainer, Special Collections Librarian, Center for the History of Psychology Stephanie Dawson, Administrative Assistant, University Libraries Dean’s Office Joe Salem, Head of Research and Learning, University Libraries May 18, 2012
  • 2. Background – Why Marketing? • University Libraries Strategic Plan, 2010-2014 • University Libraries = Bierce Library, Science & Technology Library, Archival Services 2
  • 6. Marketing Task Force The Challenge: Improve outreach to a diverse undergraduate population and begin to engage more students earlier in their academic careers 6
  • 7. Marketing Task Force The Charge: Market to undergraduate students, with the overall goal of raising awareness & increasing use: – Improve understanding – Evaluate various outreach approaches – Identify effective messaging – Develop an action plan 7
  • 8. Carrying Out the Charge • Review on-campus department marketing plans • Work with a marketing course through the CBA • Survey University Libraries department heads • Conduct focus groups 8
  • 9. Why Use Focus Groups? • Group dialogue tends to generate rich information. • Provides information directly from individuals who are invested in the issue or hold expert knowledge. • Provides a representation of diverse opinions and ideas. • Provides a relatively low cost and efficient way to generate a great deal of information. 9
  • 10. Anatomy of a Focus Group • A small group of 6-10 people • Led by a facilitator • 45-90 minutes • Structured around a set of no more than 10 questions • Free-flowing • Multi-sessional: in a series of 3-4 sessions 10
  • 11. ABCs of Focus Groups There are four basic steps to conducting successful focus groups: A. Planning B. Recruiting C. Facilitating D. Analysis and Reporting 11
  • 12. Planning Step by Step • Select your team – Facilitator – Notetaker – Recruiters • Identify your participants • Decide on the time and location • Develop your questions 12
  • 13. Focus Group Costs to Plan For: • Site • Facilitator • Recruitment fees • Participant stipends and other participant costs • Translation • Transcription 13
  • 14. A Good Facilitator Can: • Encourage people to speak. • Control overly dominant people or people making inappropriate comments without disrupting the group. • Be able to ask all of the predetermined questions and follow-up on comments made by respondents that need clarification. • Make a group of diverse participants feel comfortable and safe. 14
  • 15. Developing the Questions Twelve is the maximum number of questions for any one group. Ten is better, and eight is ideal. Keep it simple – Avoid jargon – Short and to the point – Focused on one dimension each – Open-ended or sentence completion types – Non-threatening or embarrassing 15
  • 16. Developing the Questions Engagement questions: introduce participants to and make them comfortable with the topic of discussion. Exploration questions: get to the meat of the discussion. Exit question: check to see if anything was missed in the discussion. 16
  • 17. Recruiting Participants • Develop screening criteria • Be visible • Over-invite • Offer incentives • Reduce barriers • Follow-up • Hit the streets 17
  • 18. Types of Recruitment • Nomination • Random Selection • All members of the same group • Same role/job title • Volunteers 18
  • 19. Tips for Conducting Focus Groups • Obtain verbal and written consent • Establish rapport • Follow your plan • Revise questions • Encourage participation • Record the discussion 19
  • 20. Getting Consent At a minimum, all participants should complete a consent form. If the focus group study involves a university partner or is part of a larger research study you may also be required to secure approval from a Human Subjects Committee or Internal Review Board. 20
  • 21. What Did They Say? • How are students • “In general I usually come here in between classes. It’s using the library? definitely the best place on – time in between classes campus to work on different papers and its quiet and just – studying /getting work the atmosphere makes it done easy to get your work done. – computer access I’ve also used the tutoring downstairs like the writing – tutoring / help lab. Other than that it’s a – collections / resources good place to get on the computers and stuff. And some reports I’ve done I’ve had to check out books and stuff and this is definitely the easiest place to go to do that.” 21
  • 22. What Else Did They Say? • Top Services • Best Ways to Reach – Tutoring Students – Computers – E-mail – Study rooms / spaces – Word of mouth – Research / research (primarily from other support students and – Technical support secondarily from professors) 22
  • 23. Branding University Libraries • What did they think of when they thought of the libraries? – “Books. I usually think of books.” – “But I don’t like reading so that makes me not want to go to the library.” – “Doing homework after class” – “Work in progress that grows with students. Added technology and features as it advances or as students need it.” – “Unlimited access to information.” – “Anything that would have to do with study. That would include the unlimited access, the tutoring, everything.” – “Staff is very genuine and friendly. They are patient and professional.” – “Studying” – “Computers” 23
  • 24. Meeting Expectations • “This is what I expected and more. I didn’t expect being able to be able to get everything I could here. It looked nice and was bigger than I expected. “ • “My expectation is that I can get what I want as far as resources. I think it is perfect. Everyone is really helpful.” • “Before I came to Akron my experience with libraries was mostly public libraries and they are really basic. There is so much more here.” • “I think you have done a great job. Everything meets my expectations.” 24
  • 25. Social Media & University Libraries • Facebook & Twitter were the social media of choice. The responses among the social media users regarding interacting with the library were mixed. – “Facebook. If you would get a facebook page, I probably wouldn’t jump to follow you but I think for people interested in what’s going on in the library it’s a good marketing strategy.” – “I’m on facebook all the time so I would definitely friend you guys on facebook.” – “I don’t really see myself friending the library on facebook. I think it would clutter my news feed more than it already is.” – “I have facebook to keep up with family and friends from out of state. I would not follow friending the library because I don’t use it to keep up with propaganda or news.” – “I have facebook and twitter and I already follow several student organizations so I would probably follow/friend the library on both. I think besides word of mouth social media is the main reason people hear of events.” 25
  • 26. What Do They Want to Hear from Us? • What news or updates • “Spotlighting would you want to employees (faculty, hear from University staff, students) with Libraries? their specialties so students know who to – events go to for certain – services things.” – hours • “Events and services. – student jobs New services being – meetings and classes in offered. Photos from UL facilities events after they occur to draw interest for the next event.” 26
  • 27. What We Learned • The Good • The Bad – Libraries have much to – Struggled to recruit market and positive participants, so getting messages to build on the word out for library – Undergraduate students events and marketing seem to prefer low-cost may be difficult communication options – It was difficult to talk (e-mail, posters) with non-users and – University Libraries is students who use meeting most Archives and the Science expectations & Technology Library – Diversity of uses and associations with University Libraries make a single branding option difficult to develop 27