optimize: pt v of panel communities how-to series
DESCRIPTION
Globalpark US December 2009 webinar hosted by Dan CoatesTRANSCRIPT
OPTIMIZE: AUTOMATE & INTEGRATE YOUR PANEL
5 OF 5 // PANEL COMMUNITY “HOW TO” SERIES
PANEL COMMUNITY “HOW TO” SERIESA 5-PART EDUCATIONAL PROGRAM
I. THE PAYOFFS OF PANEL COMMUNITIES: WHAT YOU NEED TO KNOW
II. GET STARTED: 5 STEPS TO BUILDING A CUSTOM PANEL
III. ENGAGE: KEEP YOUR PANEL COMMUNITY ACTIVE
IV. INNOVATE: PANEL COMMUNITIES IN THE SOCIAL MEDIA AGE
V. OPTIMIZE: AUTOMATE AND INTEGRATE YOUR PANEL FOR GREATEST EFFICIENCIES AND IMPACT
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Private online communities engage
{customers, employees, partners}
and capture actionable insights
that drive business improvement
I. THE PAYOFFS OF PANEL COMMUNITIES
INNOVATION LOYALTY REVENUE REACH
4II. GET STARTED: THE 5 STEPS TO BUILDING A CUSTOM PANEL COMMUNITY
1. Panel Site Development
2. Recruitment Plans
3. Registration & Profiling
4. Incentive Plans
5. Panel Lockouts & Hygiene
5III. ENGAGE: : KEEP YOUR PANEL COMMUNITY ACTIVE
“The magic number”
Segmentation & profiling
Motivating response
Multi-method approaches
Web 2.0 survey design
Page fipWhiteboards
Card sorting / shelf test
6IV. INNOVATE: PANEL COMMUNITIES IN THE SOCIAL MEDIA AGE
Use social media to extend dialogues
Fuse quant and qual on one platform
Incorporate Web 2.0 Surveys
Go beyond email for invitations
Consider an advocacy network
7V. OPTIMIZE: AUTOMATE & INTEGRATE
Automation
Workflow / collaboration
Panel hygiene
Integration
Summary
8LET THE ROBOTS DO THE WORK!
Focus on the RESEARCH not the daily tasks and processes
Create community / panel loyalty and engagement via automated communications
Happy birthday
Holiday wishes
Panelist anniversary
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13AGENDA
1. Automation
2. Workflow / collaboration
3. Panel hygiene
4. Integration
5. Summary
14ENCOURAGE TEAMWORK!
Enable multiple contributions to a project (while still maintaining clear ownership of tasks and responsibilities)
Utilize collaborative tools to collect and manage the contributions of others
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23AGENDA
1. Automation
2. Workflow / collaboration
3. Panel hygiene
4. Integration
5. Summary
24HYGIENE MATTERS!
Panels / communities change over time
Panelist attrition
Changes in status
Eligibility for specific projects
Lockouts for pre/post or othermulti-wave projects
Automated hygiene keeps bothresponse and retention rates high
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33AGENDA
1. Automation
2. Workflow / collaboration
3. Panel hygiene
4. Integration
5. Summary
34WHERE DOES PANEL RESEARCH FIT IN THE ORGANIZATIONAL STRUCTURE?
Should be able to use information from CRM databases, call centers or Point of sale systems…
Should be able to push information to direct actions to marketing, customer service, quality assurance…
Should stay synchronized as either/or is updated
35AUTOMATICALLY FEED RESULTS TO OPERATIONAL
Marketing database
CRM systems
Customer Service
Quality Control
HR Management
Etc.
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37SUMMARY
Look for opportunities as to automate & streamline
Create a symphony of collaboration
Don‘t let your panel get out of control – panel hygiene matters!
Interconnect your research panels & communities with other business processes in order to drive maximal business value
PANEL COMMUNITY “HOW TO” SERIESTHIS CONCLUDES THE 5-PART EDUCATIONAL PROGRAM
I. THE PAYOFFS OF PANEL COMMUNITIES: WHAT YOU NEED TO KNOW
II. GET STARTED: 5 STEPS TO BUILDING A CUSTOM PANEL
III. ENGAGE: KEEP YOUR PANEL COMMUNITY ACTIVE
IV. INNOVATE: PANEL COMMUNITIES IN THE SOCIAL MEDIA AGE
V. OPTIMIZE: AUTOMATE AND INTEGRATE YOUR PANEL FOR GREATEST EFFICIENCIES AND IMPACT
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