How	to	Shift	from	In-Person	to	
Agile	Qualitative	Research
Monika	Wingate,	Co-Founder	and	CEO
About	Digsite
Digsite Sprints					SocialFind SmartReporting
Smarter,	
Faster	
Qualitative	
Research
Your	Speaker
Monika	Wingate
CEO	and	Co-Founder	of	Digsite
• What	does	agile	mean	for	qualitative	research?
• Tips	on	how	to	implement	agile	qualitative
• Examples	of	projects	executed	using	in-person	vs.	agile	qualitative
Agenda
Agile	Principles	Are	Driving	Changes	in	Marketing
Agile	Marketing	Manifesto
http://agilemarketingmanifesto.org/values/
Qual Research	Is	Critical	to	Agile	Marketers
Unstructured	
discussion	vs.	
rigid	surveys
Focus	on	
discovery	vs.	
quantification
Smaller	
experiments	
vs.	large	scale	
research
Collaborative	
learning	vs.	
static	
reporting
Build	Qual to	fit	2-4	Weeks	Sprint	Cycles
Develop
Prototype
Learn
STRATEGY CONCEPT																													PRODUCTION																		IN-MARKET
Agile	Development	Process
2-4	weeks
Concept	1-3 Concept	4-6 Package Product Ad/Video Social	Campaign
In-Person	Research	Doesn’t	Align	Well	with	Agile	
Online	
Qualitative
In-Person	
Qualitative
Online	
Sprint
Kickoff
Recruit/Customize	Activities
Observe	&	Learn
Instant	Reporting
Full	Analysis
1
2
3
5
10
1
14
15
21
n/a
Day
Day
Day
Day
Day
In-Person	
Research
New	Approaches	Are	Used	to	Speed	Qual Timelines
Delivering	Cumulative	Results	Rather	Yes/No	Testing
Early	Concepts
(n=25)
Refined	Concepts	
(n=75)
Applied	to	
packaging		(n=25)
Concept/Product	
Test	(n=50)
Video	Ads	(n=75)
10weeks		5tests			n=225
Tips	for	Effective	
Agile	Qualitative
1.	Find	Highly	Targeted	Sample…
Quantitative	
Testing
• Age	18-54
• Purchase	category
in	the	past	12	mo.
• Aware	of	brand
Qualitative	
Testing
• Age	25-39
• Have	specific	hobbies,	
interests	or	values
• Heavy	category	users
• Purchased	specific	
brands	in	the	past	year
1. Behavior	based	
targeting
2. Pre-screened	
panels
3. Agile	
communities
Fast
2.	Design	research	to	build	as	you	learn
3.	Build	agile	toolkit	into	your	organization
Unmoderated Moderated
Live
Video	Interviews
Chat
Conversations
Messaging
Asynchronous	=	Agile
Video	sharing
Screen	Capture
Diaries
Image	mark-up
Ranking/Rating
4.	Use	Moderated	+	Unmoderated	Activities
http://www.pewresearch.org/2015/05/13/from-telephone-to-the-web-the-challenge-of-mode-of-interview-effects-in-public-opinion-polls/#fn-269745-8
• Help	participants	stay	focused	and	
encourage	participation
• Provide	clarification	on	questions	for	
participants
• Ask	follow-up	questions	to	drill	deeper	
into	responses
• Participants	can	be	required	to	respond	
before	seeing	other’s	responses
Unmoderated	Activities
• Avoids	overstatement	of	socially	
desirable	behaviors	and	attitudes
• Avoids	understatement	of	opinions	and	
behaviors	participants	fear	would	elicit	
disapproval	from	another	person
• Removes	implicit	time	pressure	that	can	
affect	a	respondent’s	ability	to	recall	
facts	or	past	event
• Can	be	timed	to	get	at	System	1	thinking
Moderated	Activities
Examples
Building	Empathy
Focus	
Group
What	prompted	
you	to	remodel	
your	bathroom?
Where	did	you	go	
for	
ideas/inspiration?
If	remodeling	was	
like	an	amusement	
park	ride,	which	
ride…
In-Home	
Interview
Show	me	your	
remodeled	
bathroom
Where	did	you	go	
for	
ideas/inspiration?
Tell	me	about	your	
remodel	process	
step-by-step
Agile	
Qualitative
What	prompted	
you	to	remodel	
your	bathroom?
Post	pictures	of	the	
products/websites	
you	looked	at	for	
inspiration
Take	a	short	video	
of	your	remodeled	
bath	and	share	the	
good	and	the	bad
Bathroom	Remodeling
Conversations	with	Photo/Video	Sharing
Cesar	B.
Journey	Mapping
Whiteboard
Iteration
Focus	Group	
or	Interview
What	are	your	
biggest	needs	for	
counter	
space/storage?
Card	sort	and	rank	
top	needs	
identified	by	
group
Show	concepts	to	
rate/discuss	
(revise	between	
sessions)
Discuss	which	
solutions	they	
liked	best	and	why
Agile	
Qualitative
What	are	your	
biggest	needs	for	
counter	
space/storage?
Vote	on	top	needs	
identified	by	the	
group	
Show	concepts	to	
rate	&	mark-up	
(one	or	more	
rounds)
Participants	build	
their	ideal	
solution
Bathroom	Storage
Vote	on	Top	Needs
Build	Ideal	Solutions
Get	Early	Concept	Feedback
Experience
In-Market	
Observation
Meet	at	a	big	box	store	
to	observe	shopping	
process
Meet	in-home	during	
remodel	project
Bring	video/photo	diary	
to	focus	group
Agile	
Qualitative
Participants	record	video	
and	post	photos	of	their	
shopping	activities
Create	fill	in	the	blank	
tasks	to	record	various	
elements	of	remodel	
project
Upload	photos/video	
and	discuss	and	respond	
in	group	forum	where	
participants	see	each	
others	experience
Remodel	In-Store	and	In-Home	Experiences
Describe	Experiences
Fill	in	the	Blank
Test	Solutions
What	does	effective	agile	qualitative	look	like?
• Plan	more	small	scale	qualitative	throughout	development
• Leverage	online	tools	for	both	speed	and	quality
• Involve	your	team	in	learning	from	and	experimenting	with	consumers
Do’s
• Expect	your	team	to	stop	building	solutions	while	you	conduct	research
• Rely	on	in-person	research	to	meet	all	of	your	needs	
• Wait	until	after	the	research	is	completed	to	provide	your	first	report
Don’t
Questions?
Monika	Wingate	
monika@digsite.com	
+1	844-344-7483	x700

More Related Content

PPTX
Linking agile with market research final deck v1.0
PDF
Whitepaper: Integrating market research into the Agile Sprint Cycle
PDF
Who hates butterfly - Traditional mindset to agile thinking
PDF
Sgin2013 scrum startrek-the joy of designing new age solutions-tathagatvarma
PPTX
Demystifying LEAN UX
PDF
Regional Scrum gathering 2015 Asia @ Bangalore : Traditional to Agile Thinkin...
PPTX
Building A Blockbuster Team:How to build an in-house implementation dream team
PPTX
Product Discovery At Google
Linking agile with market research final deck v1.0
Whitepaper: Integrating market research into the Agile Sprint Cycle
Who hates butterfly - Traditional mindset to agile thinking
Sgin2013 scrum startrek-the joy of designing new age solutions-tathagatvarma
Demystifying LEAN UX
Regional Scrum gathering 2015 Asia @ Bangalore : Traditional to Agile Thinkin...
Building A Blockbuster Team:How to build an in-house implementation dream team
Product Discovery At Google

What's hot (20)

PDF
The Agile Manifesto and Agile Methodology
PPTX
Gateway to Agile: Product Discovery - Lean UX and Design Sprints
PPTX
Agile mindset not framework
PDF
Quality Assurance? The devs nightmare? Really ...?
PDF
Agile Product Discovery
PPTX
Agile Team Behaviors
PDF
Product is Hard - Marty Cagan
PDF
Agile Methodology
PDF
The Future of Collaboration in Project Management: Boost Team Engagement with...
PDF
Emerging Product Owner Patterns in Large Organizations
PPTX
The Big Picture of Agile: How to Pitch the Agile Mindset to Stakeholders
PDF
Journey from Business Analyst to Product Owner
PPTX
Supporting Indonesia's Developer Ecosystem
PDF
AGILE MINDSET - Agile213 Meetups #1 (@HiveDigit - February 2018)
PPTX
The D Files: Debunking Myths About Distributed Teams
PDF
A new way of demand management: Lean-Agile Journey
PPTX
Value Driven Development / Agile with GUTS - Agile Tour Bruxelles Presentation
PPTX
Implementing Dual-Track Agile :: Lessons from the trenches @ITSpring.by May 2019
PPTX
UX Neat, Agile Chaser – Your Step-By-Step Guide For Blending UX and Agile in ...
PPTX
Scaled Agile and Lean
The Agile Manifesto and Agile Methodology
Gateway to Agile: Product Discovery - Lean UX and Design Sprints
Agile mindset not framework
Quality Assurance? The devs nightmare? Really ...?
Agile Product Discovery
Agile Team Behaviors
Product is Hard - Marty Cagan
Agile Methodology
The Future of Collaboration in Project Management: Boost Team Engagement with...
Emerging Product Owner Patterns in Large Organizations
The Big Picture of Agile: How to Pitch the Agile Mindset to Stakeholders
Journey from Business Analyst to Product Owner
Supporting Indonesia's Developer Ecosystem
AGILE MINDSET - Agile213 Meetups #1 (@HiveDigit - February 2018)
The D Files: Debunking Myths About Distributed Teams
A new way of demand management: Lean-Agile Journey
Value Driven Development / Agile with GUTS - Agile Tour Bruxelles Presentation
Implementing Dual-Track Agile :: Lessons from the trenches @ITSpring.by May 2019
UX Neat, Agile Chaser – Your Step-By-Step Guide For Blending UX and Agile in ...
Scaled Agile and Lean
Ad

Similar to How to Shift from In-Person to Agile Qualitative Research (20)

PDF
Webinar: How to Create an Effective Agile Insights Team
PPTX
Agile Marketing: Transforming the way you work and the way you think about work
PDF
Unlock the Secrets to Conducting Agile Research
PDF
Webinar: How to Use Agile Development and Consumer Insights to Innovate Faste...
PPTX
Becoming agile with Peapod Labs Sr. Product Owner
PDF
Transition from Project to Product
PPTX
Changing Perceptions and Driving Narratives Through Research
PPTX
Agile Marketing: Managing Marketing in a World of Constant Change
PDF
Keys to Engaging and Collaborating with Stakeholders for Product Managers
PPTX
An introduction to agile for marketing
PPTX
360 degree marketing - A practical approach to brand building
PDF
BeyondCurious: Managing Agile Research
PPTX
Why M365 product development is different from project development- New.pptx
PPTX
Agile & Beyond - Organically Scaled Agile: Creating a CLEAR Enterprise Portfolio
PDF
Agile Marketing: What It Takes To Be Agile
PPTX
Product development methods agile, scrum and lean startup
PDF
Product development osucoe summit15_gvandermark
PDF
Lean Startup: It's Not Just Technology, Lives are at Stake
PPTX
Agile Unified Product Management
PDF
IIM A VENTURE-BootCamp Product Management
Webinar: How to Create an Effective Agile Insights Team
Agile Marketing: Transforming the way you work and the way you think about work
Unlock the Secrets to Conducting Agile Research
Webinar: How to Use Agile Development and Consumer Insights to Innovate Faste...
Becoming agile with Peapod Labs Sr. Product Owner
Transition from Project to Product
Changing Perceptions and Driving Narratives Through Research
Agile Marketing: Managing Marketing in a World of Constant Change
Keys to Engaging and Collaborating with Stakeholders for Product Managers
An introduction to agile for marketing
360 degree marketing - A practical approach to brand building
BeyondCurious: Managing Agile Research
Why M365 product development is different from project development- New.pptx
Agile & Beyond - Organically Scaled Agile: Creating a CLEAR Enterprise Portfolio
Agile Marketing: What It Takes To Be Agile
Product development methods agile, scrum and lean startup
Product development osucoe summit15_gvandermark
Lean Startup: It's Not Just Technology, Lives are at Stake
Agile Unified Product Management
IIM A VENTURE-BootCamp Product Management
Ad

More from Audrey Perelshtein (20)

PDF
How to Conduct Successful Remote Research with Online Qual and Consumer React...
PDF
Agile Research and Texting: How to Achieve Faster and Better Engagement
PDF
How To Quickly Hone Early Messaging and Communication
PDF
5 Consumer Insights Trends You Should Be Acting on in 2020
PDF
5 Surprising Ways Your Business Could (and Should) Be Using Online Qualitativ...
PDF
How to Build Consumer-Centric Teams for Agile Innovation
PDF
Webinar: How to Improve the Customer Experience Journey Using Online Qualitative
PDF
How Financial Services & Insurance Companies Thrive with Agile Research
PDF
Moving Beyond In-Person Research: How to Use Online Video Insights for In-Con...
PDF
Become an Innovation Champion - Using Agile Insights for Early Concept Creation
PDF
How to Bring Agile Insights into Product Development
PDF
How to Deepen Consumer Empathy with Agile Research
PDF
Webinar: Insider Tips for Fast and Effective Online Qualitative
PDF
Digsite Webinar: Webinar: How Smaller Specialty Brands Get Big Brand Insights
PDF
How to Use Video Insights for Better Agile Business Decisions
PDF
Webinar - How to Deliver Agile Qualitative Capabilities Without Sacrificing Q...
PDF
Digsite Webinar: How CPG Companies Thrive with Agile Qualitative Research
PDF
Three New Market Research Technologies That Make Teams Smarter Webinar - 11 9 17
PDF
Digsite Webinar - How to Be a Qualitative Hero
PDF
How To Buy Online Qualitative - Digsite Webinar Slides
How to Conduct Successful Remote Research with Online Qual and Consumer React...
Agile Research and Texting: How to Achieve Faster and Better Engagement
How To Quickly Hone Early Messaging and Communication
5 Consumer Insights Trends You Should Be Acting on in 2020
5 Surprising Ways Your Business Could (and Should) Be Using Online Qualitativ...
How to Build Consumer-Centric Teams for Agile Innovation
Webinar: How to Improve the Customer Experience Journey Using Online Qualitative
How Financial Services & Insurance Companies Thrive with Agile Research
Moving Beyond In-Person Research: How to Use Online Video Insights for In-Con...
Become an Innovation Champion - Using Agile Insights for Early Concept Creation
How to Bring Agile Insights into Product Development
How to Deepen Consumer Empathy with Agile Research
Webinar: Insider Tips for Fast and Effective Online Qualitative
Digsite Webinar: Webinar: How Smaller Specialty Brands Get Big Brand Insights
How to Use Video Insights for Better Agile Business Decisions
Webinar - How to Deliver Agile Qualitative Capabilities Without Sacrificing Q...
Digsite Webinar: How CPG Companies Thrive with Agile Qualitative Research
Three New Market Research Technologies That Make Teams Smarter Webinar - 11 9 17
Digsite Webinar - How to Be a Qualitative Hero
How To Buy Online Qualitative - Digsite Webinar Slides

Recently uploaded (20)

PDF
Yoken Capital Network Presentation Slide
DOC
EVC毕业证学历认证,北密歇根大学毕业证留学硕士毕业证
PPTX
Bob Difficult Questions 08 17 2025.pptx
PPTX
Rakhi Presentation vbbrfferregergrgerg.pptx
PPTX
CAPE CARIBBEAN STUDIES- Integration-1.pptx
PDF
Public speaking for kids in India - LearnifyU
PPTX
Phylogeny and disease transmission of Dipteran Fly (ppt).pptx
PPTX
Phrases and phrasal verb for a small step.
PPT
Lessons from Presentation Zen_ how to craft your story visually
PDF
soft skills for kids in India - LearnifyU
PPTX
Unit 8#Concept of teaching and learning.pptx
PPT
Comm.-100W-Writing-a-Convincing-Editorial-slides.ppt
PPTX
Pharmaceutical industry and drugdevelopment.pptx
PPTX
Literatura en Star Wars (Legends y Canon)
PPTX
Knowledge Knockout ( General Knowledge Quiz )
DOCX
CLASS XII bbbbbnjhcvfyfhfyfyhPROJECT.docx
PDF
IKS PPT.....................................
PDF
5_tips_to_become_a_Presentation_Jedi_@itseugenec.pdf
PPTX
Phylogeny and disease transmission of Dipteran Fly (ppt).pptx
PPTX
CASEWORK Power Point Presentation - pointers
Yoken Capital Network Presentation Slide
EVC毕业证学历认证,北密歇根大学毕业证留学硕士毕业证
Bob Difficult Questions 08 17 2025.pptx
Rakhi Presentation vbbrfferregergrgerg.pptx
CAPE CARIBBEAN STUDIES- Integration-1.pptx
Public speaking for kids in India - LearnifyU
Phylogeny and disease transmission of Dipteran Fly (ppt).pptx
Phrases and phrasal verb for a small step.
Lessons from Presentation Zen_ how to craft your story visually
soft skills for kids in India - LearnifyU
Unit 8#Concept of teaching and learning.pptx
Comm.-100W-Writing-a-Convincing-Editorial-slides.ppt
Pharmaceutical industry and drugdevelopment.pptx
Literatura en Star Wars (Legends y Canon)
Knowledge Knockout ( General Knowledge Quiz )
CLASS XII bbbbbnjhcvfyfhfyfyhPROJECT.docx
IKS PPT.....................................
5_tips_to_become_a_Presentation_Jedi_@itseugenec.pdf
Phylogeny and disease transmission of Dipteran Fly (ppt).pptx
CASEWORK Power Point Presentation - pointers

How to Shift from In-Person to Agile Qualitative Research