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Expert Commentary, Guidance & Training - Delivered To Your Desk


CASRO hosts webinars on various topics. The content is objective, the presenters expert. From management issues, professional skills development and sales techniques, to the processes involved in market research projects, these recorded sessions provide convenient, affordable training.

PROJECT MANAGEMENT

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Project Management Series
2016










Project Management Series

Overview
What you need to know to excel at Project Management. Best practices and tips about managing a research project from beginning to end.

Presented by - Mark Shugoll, CEO, Shugoll Research
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The Art of Proposal Writing
The proposal is not about you – it's about the client’s problem and how you're going to solve it.

This webinar addresses 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?
Presented by:
Lisa Cooper, Senior Vice President, RTi Research
Michael Imperatrice, Vice President, RTi Research

Study Design & Project Conception
A strong foundation is critical to any structure. Get off to an effective start on your research project with these basic building blocks: How to question your client, designing the research study against client objectives, reviewing sample sizes, selecting a data collection method, and building a flexible schedule. We will also cover the challenges you may face with difficulty in completing interviews due to incidence, sample ineffectiveness, and time of year, as well as programming, tabulation and coding challenges.

Presented by:
Anne Aldrich, Founding Partner, Artemis Strategy Group
Kevin Menk, Managing Partner, Strategic Resource Partners, LLC


Project Development & Questionnaire Design
To ensure your survey can deliver upon the research objectives it must address the proper core metrics, such as awareness, attitudes, and motivation, but also should include ones that build business knowledge and support decision making. The scope, order and wording of the questionnaire is critical. Our expert practitioners will discuss commonly used types of questions and alternative scales, and questions you can ask your clients to construct relevant questionnaires. Understand how to make questions clear, answerable, easy and unbiased. Receive guidelines for the three most common tasks we ask of respondents: selecting items from a list, rating items on a scale and answering open-ended questions. Get tips on how to properly pretest a questionnaire.

Presented by:
Anne Gammon, Associate Director, YouGov
David F. Harris, Research Efficiency & Questionnaire Design Expert
Project Management Series Part II

Cost Management

- Better, Faster, Cheaper: Achieving All 3 in the Research Value Chain

The digital disruption has revolutionized the market research industry with unprecedented innovation and new opportunities. But it also has introduced new challenges: agencies are feeling more pressure to deliver projects faster and cheaper, fieldwork and data collection suppliers are facing increasing project complexity and an ever-expanding choice of methodologies. How do you face these challenges and deliver the same high quality results, faster and cheaper? Join us for an interactive discussion about how researchers can shrink the project life cycle with better operational planning. Learn common reasons why firms struggle to reduce costs and turnaround time and gain valuable insights on how to address these issues.

The discussion will also include:
  • An overview of the research value chain
  • Implications and costs of the old project life cycle
  • Best practices on managing the new project management model
  • Ways to increase efficiency, reduce costs and gain control throughout each stage
Presented by:
Megan R. Miller, Product Marketer, Deltek
Isaac Rogers, CEO, 20/20

Online Panel Data Collection

Recording This webinar will cover:
  • The benefits of online panels
  • Profiling/targeting Speed
  • Survey stimuli
  • Cost
Project planning and design considerations
  • Process for getting bids
  • Online data quality processes
  • Managing global studies
  • ‘Mobile in Mind’
Project management best practices on panel studies
  • Pre-launch processes
  • In-field processes
  • Post-field processes
Presented by:
Melanie Courtright, EVP, Products & Clients Services, Research Now
Ted Saunders Manager, Digital Research,MaritzCX


How to Effectively Interview C-Suite Execs, Physicians and Other VIPs

VIP's (CEO's, wealthy individuals, celebrities, doctors, etc.) have extreme qualities that can trigger strong emotional reactions in an interviewer, including awe, envy, and intimidation. These emotional reactions may trigger behavioral reactions that threaten to derail an interview. This webinar will provide tips for interviewers to manage these emotional reactions in order to stay on-task and deliver optimal insights.

Presented by:Michael Mercier, President Insightful, Alliance

Data Collection (Telephone)
While online data collection garners much attention these days, researchers understand the critical value of telephone interviews.

Our expert practitioners delve into the components of managing a telephone study:
  • Sample Universe and Sample Source
  • Incidence (How is it calculated?)
  • Length of questionnaire
  • Incentives
  • Interviewer training
  • Status reports
Closure (communications at end of study/moving to tabulation)

Other issues (changes to questionnaire/sample/quota after interviewing has begun).

You'll also get expert legal advice on the Telephone Consumer Protection Act (TCPA).

Presented by:
David Dutwin, Executive Vice President & Chief Methodologist, SSRS


Telling an Accurate, Clear Story with Data

Join Erin Leedy and Sherry Burles of Market Strategies International to learn about graphics best practices for better storytelling and clearer insights.

During this hour-long webinar, they’ll share examples of how a market researcher’s story can go awry when data graphics are confusing or structured incorrectly. They’ll focus on things to watch out for, including sample-related issues, cherry picking, improper labeling and chart inconsistencies. Then, with each example, they’ll break apart the issues and walk through revised graphics to demonstrate how better data visualization results in more accurate storytelling and clear insights for clients.

For anyone who is responsible for insightful reporting, this webinar will arm you with practical tips that you can put into action immediately.

Presented by:
Erin Leedy ,Senior Vice President, Technology, Market Strategies International
Sherry Burles, Director of Information Design, Market Strategies International


Member
- CLICK TO PURCHASE
Part I $95 + Overview
Part II -$95

Non-Member: CLICK TO PURCHASE
Part I $195 + Overview
Part II $195













2015
Series: Sales Management Series - Part I & II
Originally webcast in January 2016

Much of what is needed to achieve a successful sales effort takes place before any call or presentation. You need to have the team, organizational structure and strategy buttoned up before client contact is made. This webinar series provides the expert guidance to get you there.
Step 1: Building Your Sales Team & Its Structure
Step 2: Sustaining Sales Success

Member - $35: CLICK TO PURCHASE
Non-Member - $95: CLICK TO PURCHASE






Elements of Non-Probability Sampling
Originally webcast in December 2015

This webinar takes participants through the essential elements of non-probability sampling techniques and the implications of using them in survey research.


Member - $35: CLICK TO PURCHASE
Non-Member - $95: CLICK TO PURCHASE






Dealing with Client Problems & Problem Clients
Originally webcast in November 2014

We want our clients to look good and succeed, but let’s face it, they are not always right.

Clients may at times be misguided, exhibit lack of wisdom, lose sight of economic realities, make unreasonable demands and fail to appreciate the value of our time.

On the other side of the coin, we also make mistakes – from poor research design, statistical errors, insufficient communication, and missed deadlines. There also are internal sales vs. project management issues to resolve.

Learn how to best deal with these and many other client-related problems:

  • Requests not included in the initial proposal or project specs
  • An error that is your fault
  • Continuous changes to questionnaire or the analysis plan
  • Client insistence to do something deleterious to the project (sample size, methodology, question wording, etc.)
  • Too many client reps involved in a project

Ideal For: Project Directors/Managers, VPs of Sales and Client Development, anyone in a client-facing capacity.

Presenters
John Gilfeather, Executive Vice President, Koski Research
Holly Heline Jarrell, Chief Client Services Officer, GfK Consumer Experiences North America

Member - $95: CLICK TO PURCHASE
Non-Member - $150: CLICK TO PURCHASE




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 addresses best practices in a variety of areas, including:

  • How to contact the client
  • The business issues behind the RFP
  • The decisions to 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?
Ideal For: Project Directors/Managers; Sales associates; anyone charged with crafting proposals/responding to client requests.

Presented by:
Lisa Cooper, Senior Vice President, RTi Research
Michael Imperatrice, Vice President, RTi Research

Member - $95: CLICK TO PURCHASE

Non-Member - $150: CLICK TO PURCHASE






Using Storytelling to Inspire Action
Originally webcast in October 2014

One of our challenges as an industry is that we need to get better at delivering research findings in a way that not just informs, but also inspires action. This webinar highlights the need for a more systematic process to research deliverables and how collaboration between clients and their vendor partners is critical in this process.

This webinar is ideal for:
Chief Research Officers, mid-level researchers, project managers, account executives and new analysts who want to improve their research deliverables.

Presenter: Thania Farrar, Director of Research Innovation, Burke, Inc.

Member - $95: CLICK TO PURCHASE

Non-Member - $150: CLICK TO PURCHASE





Research Techniques: Measuring Driver Importance
Originally webcast in October 2014

Many market research studies measure desired outcomes, such as brand favorability, loyalty, or wallet share.

This presentation addresses various methods to investigate what drives those outcomes and to quantify the impact of each driver.

This session is non-technical, and does not require any knowledge of statistics. It is intended to help researchers understand the basics of why driver analysis is done, and why certain approaches are used. Topics addressed include:Asking importance directly vs. statistically deriving it; What is correlation?; The problem of collinearity; Multiple regression; Advanced techniques

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 research techniques.

Presenters:

Gary Parilis, Chief Research Officer, Greenwich Associates
Jeffrey Clark, Consultant

Member - $95:CLICK TO PURCHASE

Non-Member- $150: CLICK TO PURCHASE





Finding Impactful Research Insights
Originally webcast in October 2014

You can talk to one hundred research and insights professionals and get one hundred different definitions of an insight. In this session you’ll learn how different companies define an insight and how they use them to support actionable decisions which form the centerpiece of any marketing research report. Without a full understanding of how an insight leads to context and then to action, it will become almost impossible to provide valuable information for your clients or develop the story for storytelling decks.

This webinar is ideal for: Entry and mid-level researchers, project managers, account executives and analysts.

Presenter:
Jim Berling, Managing Director, Burke Institute

Member - $95: CLICK TO PURCHASE

Non-Member - $150: CLICK TO PURCHASE




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 conclusionsWords to avoid

Presenter
John Gilfeather
, Executive Vice President , Koski Research Inc.

Member - $95: CLICK TO PURCHASE

Non-Member - $135: CLICK TO PURCHASE


 



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.


Presenters

Jim Berling, Managing Director, Burke Institute

Tony Zahorik, Vice President, Burke Institute

Member - $95: CLICK TO PURCHASE

Non-Member - $135: CLICK TO PURCHASE



































































Tabulations
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
Presenters:

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


Member - $95: CLICK TO PURCHASE

Non-Member - $135: CLICK TO PURCHASE


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.

Presenters:

Amy Burke, Manager, Program Operations, Maritz Research, Inc.
Lucero Rodriguez,Assistant Branch Manager, Call Center Operations, Maritz Research, Inc.
Member - $95: CLICK TO PURCHASE

Non-Member - $135: CLICK TO PURCHASE


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

Member - $95: CLICK TO PURCHASE


Non-Member - $135: CLICK TO PURCHASE



Addressing Client Problems
Originally webcast in September 2011

This presentation provides the groundwork to understand your clients’ needs and meet their goals.

  • Why companies conduct and commission market research
  • The questions clients must answer for their constituencies
  • Navigating client research departments – Understanding the structure, processes and purpose
  • Strategy / Planning
  • Development of Alternatives
  • Testing
  • Tracking / Monitoring
  • Attitude and Usage
  • Market Segmentation
  • Brand Equity
  • Brand Positioning
Presented by:
Jim Donius
, President & CEO, Marketplace Measurement Worldwide


 

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