Project Management Series - Seven Modules
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Project Management Series
Nine Modules

The Art of Proposal Writing
Originally webcast in November 2014

The proposal is not about you – it's about the client’s problem and how you're going to solve it.

This webinar will address some best practices, including:

  • How to contact the client
  • What are the business issues behind the RFP?
  • What decisions will be made as a result of this research
  • How much is riding on these decisions?
  • What will be the key selection criteria for the winning proposal?
What is the anticipated budget?


Lisa Cooper, Senior Vice President, RTi Research
Michael Imperatrice, Vice President, RTi Research

Market Segmentation
Originally webcast in November 2014

Rather than a "one-size-fits-all" marketing and product management approach, segmentation divides consumers into different subgroups, allowing for more effective targeting and positioning. In practice, many segmentation studies fail to have a positive impact on corporate strategy. This presentation will be an introduction to market segmentation and how to employ the technique to render successful outcomes.

Topics addressed include:
  • What is segmentation?
  • Why conduct a segmentation?
  • Segmentation criteria
  • Different segmentation approaches-Strategies for a successful and actionable segmentation 

Report Writing
Originally webcast in March 2014

To a large extent, the final research report or presentation is our product. It marks the culmination of a great amount of research work, often performed by many people and departments. An unorganized or poorly written summary may erode confidence in your capabilities and prompt a client to look elsewhere. While a thorough, compelling report may lead to more business.
This hour-long webinar covers:


  • The barriers to writing great reports
  • Factoring in what the client wants
  • The reasons why reports/presentations are essential
  • A sample report outline21 tips for writers, including:
    • Getting organized
    • Getting started
    • Writing well and correctly
    • Creating clear tables
      (chart making and graphics will not be covered)
    • How to be clear and concise
    • Crafting meaningful conclusions Words to avoid

John Gilfeather, Executive Vice President, Koski Research Inc.

Data Analysis
Seeing the Big Picture: Taking Data Analysis from Cross Tabs to Multivariate Analysis
Originally webcasted in December 2013

Understanding your data is the starting point for analysis. Crosstabs are a great place to begin the process, but you need to go further. You need to understand how the data can be analyzed to draw comparisons, uncover key drivers and determine if different segments or groups exist in the data. To do this, you must utilize more advanced analytical tools.

Our presenters discuss:

  • Limitations for using crosstabs as your only analytical tool
  • How to use summary measures such as top box scores, variance and standard deviation to understand your data as you begin your analysis
  • Using correlations - what analysis can and can’t tell you about your research data
  • An overview of key multivariate techniques (and when and how to use them) including:

– Factor analysis
– Cluster analysis
– Regression analysis
– Discriminant analysis

This webinar is ideal for: Entry and mid-level researchers, project managers, account executives and new analysts who want to better understand some of the most commonly used analytical tools.


Jim Berling
, Managing Director, Burke Institute

Tony Zahorik, Vice President, Burke Institute

Originally webcast in May 2013

Survey tabulation is the critical process between data collection and reporting. Avoiding mistakes is essential, employing time-saving best practices vastly important. Be certain that your team understands the ins and outs of this vital link in the market research chain.

Ideal for: Entry- and mid-level researchers, Project Managers, New and Recent Hires, Account Executives, etc.

Topics addressed in this presentation include:

  • Why it is important to have a Tab Plan
  • Cleaning/Input Data Formats
  • Coding, Open Ends and Others
  • Tables
  • Output Formats
  • Best Practices


Randi Quinn, Vice President, deKadt Marketing and Research, Inc.
Jeffrey Goldman, Director of Data Processing Operations, Gazelle Global



Originally webcast in November 2011

Choosing the right sample is a critical step in completing a successful research project. This webinar will teach you:

  • How to define the relevant universe
  • How to ensure that your sample is representative
  • How to stratify samples
  • The pros and cons of telephone samples
  • The pros and cons of online samples
  • How to avoid the most common sampling faux pas


Steve Winkel,Director, Knowledge & Corporate Education, SSI

Questionnaire Design
Originally webcast in November 2011

What must you avoid at the beginning of a questionnaire? What are the critical errors of omission and repetition that commonly reduce a survey’s effectiveness?

In this webinar you’ll get answers to these questions and receive expert, objective training on this critical market research skill.

  • Matching research objectives with business objectives
  • Understanding the Action Standard (tells you which critical questions need to be asked)
  • The components of questionnaires
  • Tips for logical ordering
  • Flowcharting
  • Understanding Question Scale Types
  • Differences between Qualitative Guides & Quantitative Survey
  • Differences between Telephone & Online Questionnaires
  • New challenges with Mobile Surveys


Susan Collin, Senior Vice President, RTi Research.
Lisa Cooper, Senior Vice President, RTi Research.

Telephone Data Collection
Originally webcast in November 2012

What do you need to know to effectively manage a Telephone Study? Our experts will provide an overview of all key components, including Objectives, Sample Universe/Source, Incidence, Questionnaire Length, Incentives, Interviewer Training and much more.

Ideal for: Entry-level employees, specifically interviewers and call center staff; it also is ideal for project directors/managers and as a refresher of best practices for call center/field supervisors.


Amy Burke, Manager, Program Operations, Maritz Research, Inc.
Lucero Rodriguez,Assistant Branch Manager, Call Center Operations, Maritz Research, Inc.

Online Panel Data Collection
Originally webcast in November 2012

There are numerous advantages to collecting data online, but the benefits can be muted with poor preparation and execution. Be sure your team has a sturdy base of knowledge to carry them through the many stages of executing a study online.

Ideal for: Entry-level employees, specifically those working on panels, including panel managers; it also is ideal for project directors/managers.

The session will address the following components of managing an Online Panel Study:

  • Objectives
  • Sample Universe and Sample Source
  • Incidence
  • Length of questionnaire
  • Incentives
  • Status reports
  • Other issues
  • Closure


Jeremy Brandt, Project Director, Maritz Research, Inc.
Melanie Courtright, Vice President, Research Now
Ted Saunders, Manager, Digital Solutions, Maritz Research, Inc.




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