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Advanced Marketing Research Methods -...
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Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro1
The Bucharest University of Economic Studies
Advanced Marketing
Research Methods™©
Prepared by:
Nicolae TEODORESCU PhD Supervisor
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro
Content™©
SOLVING MARKETING PROBLEMS™©
The QUALITATIVEMARKETING RESEARCH™©
The QUANTITATIVEMARKETING RESEARCH™©
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro
References™© (alphabetical order, first author)
Aaker, David, V. Kumar and George Day (1995), Marketing Research, 8h
edition, John Wiley & Sons, New York
Bearden, William O., Richard Netemeyer, and Mary F. Mobley (1993),
Handbook of Marketing Scales: Multi-Item Measures for Marketing and
Consumer Behavior Research, Sage Publications, London
Iacob Cătoiu, Nicolae Teodorescu (2004), Comportamentul Consumatorului,
Ediţia a II a, revăzută şi adăugită, Ed. Uranus, Bucureşti
Gilbert A. Churchill and Dawn Iacobucci (2005), Marketing Research:
Methodological Foundations, Thomson South-Western Publishers, Ninth
edition, Mason (OH, United States)
Malhotra, Naresh (2004), Marketing Research: An Applied Orientation, 4th
edition, Pearson/Prentice Hall, London
Putler, D., S., Kalayanam, K., Hodges, J.S. (1996), A Bayesian Approach For
Estimating Target Market Potential With Limited Geodemographic
Information, Journal of Marketing Research, XXXIII, May 1996, USA, AMA
Teodorescu, Nicolae (2009), Metode Avansate de Marketing, Suport de curs,
Editura ASE, Bucureşti
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro
5Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
SOLVING
MARKETING
PROBLEMS ™©
6Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Real marketing operational
scenarios
No Information
/ Very Few
Information
The Available
Information Must
Be Developed
Extensive
Market Tests
Qualitative
Research
Qualitative
Research
Quantitative
Research
Quantitative
Research
+
7Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Application
Types
BASIC POSSIBILITIES
TO SOLVE
MARKETING ISSUES
ONLY QUALITATIVE RESEARCH
ONLY QUANTITATIVE
RESEARCH
BOTH QUALITATIVE
AND QUANTITATIVE
RESEARCH
8Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
QUALITATIVE
MARKETING
RESEARCH™©
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro9
1. Methodology2. Fieldwork
3. Analysis
and the
Research
Report
RESPONDENTS'
attributes
SCREENING
Questionnaire
DISCUSSION Guide
Using of the
adequate qualitative
techniques
The quality of the
field people
Financial resources
available
Professional
research personnel
Scale of the
research conducted
Research timing
ESSENTIAL
ASPECTS OF THE
QUALITATIVE
MARKETING
RESEARCH (Teodorescu™©)
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro10
MARKETING
QUALITATIVE
RESEARCH
TECHNIQUES
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro11
QUALITATIVE RESEARCH TECHNIQUES
THE INDIVIDUAL IN-
DEPTH INTERVIEWTHE GROUP DISCUSSION
THE ELICITATION
INTERVIEW
THE DECISION
PROTOCOL INTERVIEW
THE KELLY GRID
TECHNIQUE
THE MYSTERY
SHOPPING
TECHNIQUE
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro12
PROBLEMS ENCOUNTERED
DURING THE QUALITATIVE
MARKETING RESEARCH
AND HOW THEY MAY BE
OVERCOME
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro13
PROJECTIVE
TECHNIQUES
◼In order to overcome such difficulties that
can affect interview situations one can resort to
THE USE OF PROJECTIVE TECHNIQUES.
Essentially, these techniques:
◼take the subjects out of the field of
research
◼do not affect their personality
◼do not determine them to assess
values that they are not familiar with
◼Projective techniques, as their name
would suggest, allow the projection of a
real behavior, though this behavior is
attached to other situations or people.
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro14
◼There are a lot of projective
techniques in the field of
qualitative research.
The following are the most important
in terms of their real performances.
◼Sentence Completion Tests
◼“People who don’t have bank
accounts are …”
◼“Women who use Dove soap are …”
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
PROJECTIVE
TECHNIQUES
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro15
◼Word Association Tests
◼Free words association
◼Lists of words
◼“When I say … (a brand or a product), which
words come in your mind?”
◼“Which of the words from this List are the
best to describe … (a brand or a product)?
◼Fantasy Situations
The respondents may be asked to imagine that
they are a brand or a product, and describe their
feelings
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro16
◼Cartoon Completion
◼The respondents is shown a cartoon with
‘balloons’ indicating speech. Usually, two
people are shown but only one balloon contains
speech
◼The respondent must fill the other balloon
with his/her idea … (what is missing)
◼Draw a Picture
◼The respondents may be asked to draw or
sketch a picture – i.e. the interior of a bank
◼The people with bank accounts draw a
friendly place, a nice girl, etc.
◼Whilst people without bank accounts tend
to draw rather grim interiors (weapons,
armor, etc.)
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro17
◼Picture Interpretations
◼This technique is based upon
the Thematic Apperception Test
(TAT), and coming in marketing
research from clinical work.
◼The respondents are shown a
picture, an illustration, or
photograph that is ambiguous,
◼And asked what is going on, or
tell the suggested story …
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro18
◼The Martian Test(applied to know the current market)
◼It is based on stimulating the
imagination of respondents, who are
developing creative abilities
◼Well suppose a Martian had landed in
the Romana Square, and wants to buy
a certain brand … How can we help
him? …
◼The respondents are describing the
current market, in terms of Strengths
and Weaknesses points …
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro19
◼The Magician Test(applied to know the potential market)
◼This test is also based on stimulating the
imagination of respondents
◼The Magician can do everything …
◼The respondents may be asked to tell to
Magician what he must do … to create the
IDEAL product / service / brand …
◼Then we can ask respondents to do a
brand positioning … which brands are
closed to the ideal and why … which ones are
far from the ideal and why …
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro20
◼Abelson’s ‘Role Rehearsal’
Technique
◼Role Rehearsal consists of asking
respondents to alter their behavior
pattern by offering an incentive …
◼In this way we can do an
evaluation of the loyalty of
consumers ..
◼This technique can be applied by
using computers, and simulated sales
by changing the level of the amount
of money …
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro21
◼The Lists of Shopping Test
◼This technique is based on three
shopping lists:
◼The List 1 consists of usual items …
◼The List 2 is different by the List 1 in
order to test the respondents’ capacity
to do useful judgments …
◼The List 3 is different by the List 2
just for the item what is the aim of
research …
◼The respondents must describe the
person who would be the author of
each list … age, gender, social class …
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro22
◼Projective: we could ask respondents to form two sub-
groups, each to create a quick collage from scrap art of
the “ideal” airtime supplier.
◼Our preference is to use scrap art rather than magazines
for speed and spontaneity. Please provide good digital
images of these collages as well as sending the originals
to us on completion of fieldwork.
◼This should be a quick exercise – pondered collages lack
dynamism.
◼each group to present their collage to the other
explaining what it represents
◼which of the airtime supplier of which they are
aware comes closest to fitting this ideal
◼which could most easily fit this ideal with some
changes – which
◼which is furthest away from this ideal and why
Collage
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro23
◼The World of …
◼Projective: “The world of”…
Brand A and competitors.
◼Respondents would be asked to
imagine the world or planet of
Brand A and agreed competitors.
◼What sort of place is it. What is
it like to be there. Climate,
topography, population, activities
that are going on. What is the
Government like.
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro24
◼Word exercise: taking Brand A and the agreed 1 or 2
competitive suppliers plus the ideal, we could deploy
a word exercise.
◼This would consist of a large number of
epithets higgledy-piggledy on a single sheet,
always including the Brand A values.
◼Respondents would be asked to complete one sheet
for each brand
◼underlining up to 10 words which applyto the brand,
◼crossing out any which definitely do not
apply to the brand
◼and circling the two which most apply to
the brands and ideal.
◼We would analyse this exercise for the report but
would use the sheets for Brand A for further probing
later in the discussion.
Word Exercise / Higgledy-piggledy
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro25
Level 1 Opinion
Level 2 Opinion
Level 3 Opinion
Level 4 Opinion
Base Opinion
What do you think about..?
What do you have in
mind when stating …?
What words would
you use to describe…?
What does ...
mean to you?
◼Laddering techniques◼absolute novelty for the Romanian market
◼first applied in Romania in 2006 (by myself)
PROJECTIVE
TECHNIQUES
PROBLEMS
ENCOUNTERED
DURING THE
QUALITATIVE
MARKETING
RESEARCH
◼Fundamental principle for any marketing stimulus: from general
to an in-depth approach
◼Home exercises◼absolute novelty for the Romanian market
◼first applied in Romania in 2006 (by myself)
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro26
Analysis and the
Research Report of
the Qualitative
Marketing Research
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro27
The results of in-depth
interviews or those of the group
discussions can be viewedAs results of the communication
between the interviewer and the
respondents
Or, in the case of a group discussion,
the communication between
participants
This communication can be
analyzed with a well-known
technique called content
analysis
Content
Analysis
Analysis and
the Research
Report of the
Qualitative
Marketing
Research
Advanced Marketing
Research Methods™©Nicolae Teodorescu PhD
Marketing Professor
nicolaeteodorescu.ase.ro28
◼Berelson defines content analysis as a
technique to research objectives, a systematical
and quantitative description of the manifest
content of comunication.
◼This author describes 17 ways of using content
analysis that, in one way or another, quantify
content elements of communication such as:
◼Words used and the frequency of their use
◼Themes and the frequency with which they
appear
◼Characteristics that are relevant for the
chosen objective
◼Details that were approached during the
discussion
◼Measuring pauses within the subjects’
discourse, but also interpreting their meaning
Etc.
Content
Analysis
Analysis and
the Research
Report of the
Qualitative
Marketing
Research
29Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
30Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
QUANTITATIVE
MARKETING
RESEARCH™©
31Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
The scientific basis of the
statistical survey is the theory of
selection
Based on the location in which
they take place, statistical surveys
can be conducted:
at the respondent’s home;
at sales outlets;
at fairs and expos;
in research laboratories;
on the street or in public places, etc.
STATISTICAL
SURVEY
Practical
Issues
32Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
In essence, the statistical survey is based on
the theory of communication
the theory of selection
The best communication is obtained when
using interviewers, compared to surveys
conducted through the telephone or through
the mail, although this method is relatively
costly.
Regardless of the way in which information is
gathered from its bearer, the statistical survey
implies the study of a part of a whole (called a
sample), so that the obtained results can be
associated or generalized for the entire
population (universe).
STATISTICAL
SURVEY
Practical
Issues
33Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Scientifically speaking, the statistical survey is based on
the law of large numbers, that was
formulated in the 18th century by swiss mathematician
Jacob BERNOULLI, in his famous book Ars
Conjectandi (published posthumously in 1713 by his nephew
Nicholas).
The law of large numbers postulates two observations that
are vital for conducting statistical sturveys:
the size of the sample can be set so that the desired
probability can be attained in order for the difference
between reality (general population) and the sample to
equal a value that has been set beforehand (margin of
error).
for a given probability, the differences of the results is
directly proportional with the square root of the
number of respondents.
in other words, in order to double the precision
of a sample, we must multiply that sample by 4
STATISTICAL
SURVEY
Practical
Issues
34Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
STATISTICAL
SURVEY
Practical
Issues
35Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
STATISTICAL
SURVEY
Practical
Issues
36Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
The method of gathering information
There is a number of posibilities for recording
the answers given by the people that were
interviewed:
Self-recording (or self-administering),
when the subject records his or her
answers
“Face to face” Survey (interviewer –
respondent),
when the answers are recorded by the
interviewer
A combination of self-administering and
“face to face” survey
when the interviewer asks the questions
and the respondent records the answers
STATISTICAL
SURVEY
Practical
Issues
37Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
The method of gathering information
Telephone survey, that requires adequate
equipment, the answers being recorded
either in writing, or automatically through the
use of computers.
This method is often used in developed
countries, with the help of automated answer
recording and processing systems. An example
of such system is the one known as CATI (Call
Automatic Telephone Interview).
Conducting a telephone survey is affected by
the population’s degree of telephone
ownership that can render this method
unusable when it’s necessary to ensure the
representativeness of the gathered
information.
STATISTICAL
SURVEY
Practical
Issues
38Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
The method of gathering information
Mail survey, that is a particular case of self-
administering.
This type of interview has many downsides,
especially due to the large rate of non-
responses that can not be controled
statistically.
Telematic survey, that requires adequate
terminals and a minimum of training on the
respondent’s part,
that see the questions on a computer screen
and have to type in the answers.
This method is often used in surveys that
are conducted at sales outlets, fairs, expos,
etc.
STATISTICAL
SURVEY
Practical
Issues
39Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
The method of gathering information
Internet Survey, is also a particular case
of self-administering.
This type of survey, similarly to mail
surveys, generate many downsides due
to the large rate of non-responses that
can not be controlled statistically.
Conducting Internet surveys is linked
to the construction and the updating of
adequate survey databases
The Internet’s degree of penetration
conditions the amount of applicability
that this method of gathering
information has
STATISTICAL
SURVEY
Practical
Issues
40Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
The Questionnaire
Questionnaires that are used in statistical surveys,
similarly to samples, are of the highest importance in
order to obtain the expected results.
In order to construct questionnaires, well established
theoretical bases must be used, such as:
conversation theory
the theory of probabilities
the theory of attitudes
analysis methods and techniques analysis and
the construction of models
but also outstanding experience.
The majority of companies that conduct
marketing researches and that conduct
quantitative researches have specialized teams
that create questionnaires according to the
objectives set by the research’s beneficiaries.
STATISTICAL
SURVEY
Practical
Issues
41Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
The Questionnaire
We must also note that when creating questionnaires that
are to be applied in statistical surveys, we must take
extreme care in order to avoid any recording error. If such
errors occur, its removal is either extremely difficult to
accomplish, or simply impossible. This aspect has to do with
the accuracy of the language that is used, language that has
to have the same meaning for all of the interviewers. The
problem is not that simple as it may seem at first glance,
considering that the majority of statistical surveys have
quite a large number of interviewers.
Aspects in need of solving when designing questionnaires
What words to use
Redacting the questions
The order of words and the length of the questions
Open-ended or closed-ended questions
The order and succession of questions
The length of the questionnaire
The graphical form, etc.
STATISTICAL
SURVEY
Practical
Issues
42Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Conducting interviews and quality control
for the fieldwork
Interviewers and supervisors must be selected and
trained with great rigor, specialized practice offering
literal methodologies involving this operation.
Basically, interviewers and supervisors must benefit
from:
A basic training, that is comprised of all the
aspects of conducting surveys in the field;
A specific training, for each survey that is
conducted.
Finally, all the field work must be strictly controlled.
Quality control is conducted,
firstly, on the interviewer’s work,
but also on the way in which the supervisors
have completed their tasks.
STATISTICAL
SURVEY
Practical
Issues
43Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Conducting surveys and quality control of fieldwork
Quality control of fieldwork can be of two types:
Primary control
that is done while conducting the surveys, this
control being usually done by local supervisors.
In this phase, it is desired that the control
includes approximately 50% of the interviews.
Secondary control
done after finishing fieldwork, usually, by
specialists that belong to the company that
conduct the research.
Secondary control is done randomly and must
includes approximately 15% of the total number of
interviews.
Secondary quality control is done in such a
manner that it includes all of the operators that
conduct surveys for the project.
STATISTICAL
SURVEY
Practical
Issues
44Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Size and structure of the sample
The matter of samples is crucial for the success of
statistical surveys, which explains the extensive
literature on the subject.
Let’s examine some of the most important practical
aspects of samples and sampling
Detailed references to statistical mathematical
aspects regarding sampling will not be made,
they are assumed to already be known
Solving practical problems regarding samples used
during researches implies, in essence, the finding of
adequate solutions for:
Size or sample dimension;
Sample structure, or the way in which the
sampling must be made in order to obtain
representative results.
STATISTICAL
SURVEY
Practical
Issues
45Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Size and structure of the sample
In order to determine the sample size of a statistical
survey, one must first have a solid statistical and
mathematical argumentation.
This is an useful starting point, followed by
other evaluations and iterations.
Of course, the size of a sample, beside its
theoretical bases, must answer to the concrete
objectives set for the planned research.
For example: “Literary Digest”, 1936
In practice, a thing of great importance, although
it is possible to set a sample size that ensures the
representativeness of all the information that is to
be gathered,
things are almost never done in the same way,
due to research costs.
STATISTICAL
SURVEY
Practical
Issues
46Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Size and structure of the sample
A compromise between objectives and costs is accepted,
in the sense that the size that produces the best results at
a reasonable cost is chosen.
It has to do with obtaining the best ratio of “cost vs.
results”. This is possible through the proper “handling” of
two elements:
the quantity of information for which the sample
size is truly representative and
the error margin with which the results are
guaranteed.
These two aspects must be approached in a tight
relation with the concrete objectives of a
statistical survey, in the sense that, many times,
the quantity of necessary information and its
margin of error can be limited to fundamental
research aspects, without trying to uncover certain
details, an effort that is more likely to lead to
increased costs.
STATISTICAL
SURVEY
Practical
Issues
47Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Size and structure of the sample
Regarding sampling, respectively the composing
of the sample, there are theoretical fundaments
such as
random sampling,
quota sampling, or
combinations of these two basic models.
The problem with sampling is, however, of a
much more practical nature.
Any sample of, let’s assume, 1,000 subjects has
the same theoretical margin of error, respectively
3,2%, but this does not mean that the sample
will also be representative, regardless of the
way in which it is composed.
STATISTICAL
SURVEY
Practical
Issues
48Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Size and structure of the sample
The selection of a sample’s components is truly an
art form, that not only has to do with having a well
constructed survey base, but also with the practical
experience of the research team appointed for the
task.
proper Stratification of the population
laborious calculations for the allocation of the
sample set into sampling steps and
selection procedures in order to select
respondents (for example, The KISH Grid), are
only a few of the elements that assure a sampling
that can lead to representativeness of results.
Generally speaking, through sampling operations
researchers try to completely avoid systematical
errors, that later on can not be corrected and can only
by pointed out.
STATISTICAL
SURVEY
Practical
Issues
49Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
County URBAN RURAL
Towns
Respo
ndents
Sampling
pointsVilla
ges
Respon
dents
Sampling
points
Transylvania
Cluj Town 1 53 8
Villa
ge 1 29 5
Satu
Mare Town 1 34 5
Villa
ge 1 28 5
Sibiu Town 1 37 6
Villa
ge 1 28 5
Timiş Town 1 34 5
Villa
ge 1 28 5
Town 2 37 6
Villa
ge 2 28 5
STATISTICAL
SURVEY
Practical
Issues
50Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
County URBAN RURAL
Towns
Respo
ndents
Sampling
points
Villa
ges
Respon
dents
Sampling
points
Muntenia
Argeş Town 1 27 4
Village
1 32 6
Town 2 30 5
Village
2 32 6
Ialomiţa Town 1 27 4
Village
1 32 6
Town 2 30 5
Village
2 32 6
Village
3 33 6
Constanţ
a Town 1 51 8
Village
1 33 6
STATISTICAL
SURVEY
Practical
Issues
51Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
County URBAN RURAL
Towns
Respo
ndent
s
Sampling
points
Village
s
Respond
ents
Sampling
points
Moldova
Neamţ Town 1 40 7
Village
1 29 5
Village
2 29 5
Suceava Town 1 34 5
Village
1 29 5
Town 2 25 4
Village
2 29 5
Bucureşti Bucureşti 90 15
TOTAL 14 549 87 15 451 81
STATISTICAL
SURVEY
Practical
Issues
52Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Sample
Distribution by
Regions
Number of
Counties by
Regions
Bucureşti 90
Transilvania 336 Transilvania 16
Muntenia 359 Muntenia 17
Moldova 215 Moldova 8
TOTAL 1.000
STATISTICAL
SURVEY
Practical
Issues
53Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Size of settlement (inhabitants)1 Bucureşti
2 Over 200.000 4 towns
3 50.001 – 200.000 6 towns
4 Below 50.000 4 towns
5 Rural
In each sampling point
> a starting address by random
> random route
> mechanical step of 5
STATISTICAL
SURVEY
Practical
Issues
54Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Sampling Method in
Household
Kish Grid
Lists of Respondents
One person per
household
STATISTICAL
SURVEY
Practical
Issues
55Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
No. Household
Address
Number
of 18+
persons
Name of the persons, in
alphabetical orderNumber of the
person to be
interviewed
1 2 3 4 5 6 1 2 3 4 5 6
1 3 A J Z 1 2 2 2 4 4
2 4 E T U V 1 1 3 3 5 5
3 5 C P S T U 1 2 1 4 1 6
4 2 B T 1 1 2 1 2 1
KISH GRID
2 4 3U
STATISTICAL
SURVEY
Practical
Issues
56Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Other detailsFrom time to time there are
changes in terms of selected
counties, towns and villages
The above distribution has a
similar design for the other sizes of
the sample
The weighting factors are
calculated by
gender
and age groups of 5 years
STATISTICAL
SURVEY
Practical
Issues
57Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Weighting the sample and
representativeness
Finally, another problem of utmost importance,
both for researchers and clients of quantitative
researches, alike, is that of the weighting of the
sample, with the purpose of ensuring its
representativeness.
This problem appears to be rather “occult” in a
way for the general public, although specialists are
very familiarized with it. The weighting of the
sample does not mean falsifying results (aspect
feared by the great public), but rather the opposite,
it means ensuring the validity of results.
Correcting and weighing the sample is absolutely
necessary, because only by chance can a sample be
composed identically with the structures of
statistical data.
STATISTICAL
SURVEY
Practical
Issues
58Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Weighting the sample and
representativeness
The correcting operation consists in the
proper weighting of certain variables, that have
greater or smaller values than the ones that
exist within the general population, population
to which calculations for expanding will be
made.
Of course, the operation of weighting the
sample is made before creating presentation
tables for the results of the statistical survey.
In addition, in order to offer the possibility of
a thorough analysis of the results, each table
must specify both the weighting basis of
calculation and the initial data of the sample,
both in the form of numbers.
STATISTICAL
SURVEY
Practical
Issues
59Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Weighting the sample and representativeness
Statistics Total 21-24 yo 25-29 yo 30-34 yo
TOTAL 1000 45 62 59
Male 490 23 32 30
Female 510 22 30 29
Sample
TOTAL 1000 47 54 58
Male 484 21 24 26
Female 516 26 30 32
23
21
Male
Female
Weighting Factors
1.095
0.846
1.333 1.154
1.000 0.906
Weighting
22
26
=
STATISTICAL
SURVEY
Practical
Issues
60Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Weighting the sample and
representativeness
The weighing factors must be attached to all the
categories of information gathered through statistical
survey
The operation of the sample weighting MUST
NOT affect more than 15% of its size
– if this happens, ALL of the results lose their
credibility
For example, for a sample of 1,000
respondents, the sum of deviations, by addition
or by subtraction to the statistical situation
must not exceed 150 cases (absolute values are
taken into consideration), for each corrected
characteristic
STATISTICAL
SURVEY
Practical
Issues
61Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro
Among the most important organizational
aspects of statistical surveys there are:
obtaining legal credentials
multiplying certain necessary materials
(questionnaires, lists etc.)
training interviewers and supervisors
organizing fieldwork for the gathering of
information
organizing and conducting quality control
constructing tables to present results
organizing and processing final
information
result analysis
writing the research report
presenting the report, etc.
STATISTICAL
SURVEY
Practical
Issues
62Advanced Marketing
Research Methods™©
Nicolae Teodorescu PhD
Marketing Professor nicolaeteodorescu.ase.ro