Listening for long-term learning

Lori ReiserAdvanis

03 February, 2016@LoriReiser

@AdvanisInsights

o Consumer perspective on long term trendso What is disruptive in my industry?o How can I improve?

What types of projects are more common today?

Ana Andjelic – What problem are you solving?http://www.campaignlive.com/article/problem-solving/1330198

“If I asked you to build a bridge for me, you’d go off and build a bridge. Or, you can ask me why I need a bridge. I’d tell you then that I need it to get to the other side of a river.

There are clearly many ways to get across a river besides building a bridge.”

Life stage impact on “good health”

@LoriReiser @AdvanisInsights

o Audience: New Retirees & Young Adultso Original Research Question:

o Desire to test new benefits and services for insurance products catered to these two demographics

o Refined Research Question: o What concerns, fears, and excitement do they have about this life

stage?o How do they define ‘good health’?o How does health fit into their life stage planning?

Life stage impact on “good health”

Client: Health Insurer

@LoriReiser @AdvanisInsights

o Method: o In person focus groups o online bulletin boards

o “Journey mapping, defining health, build an ideal company”

o Surprising findings that drew out product design ideas right in the room

Life stage impact on “good health”

Client: Health Insurer

@LoriReiser @AdvanisInsights

Future of Financial AdviseInternal External

@LoriReiser @AdvanisInsights

Future of Financial AdviseClient: Wealth Advisor

@LoriReiser @AdvanisInsights

o Target: o Staff and Stakeholders of a

government inspection agencyoMulti layered organization

o Research Objective: o Understand gaps in communications

to each group, barriers to success, and unique improvement ideas

Internal Communications Audit

@LoriReiser @AdvanisInsights

Internal Communications Audit

Survey of all staff and inspected organizations

•Preference for communications method, frequency

•Current success or challenges

Preliminary report

• Identified gaps, and selected those that were most concerning AND most actionable for follow up

IDIs with

staff and

inspected

organizatio

ns

• Targeted IDIs based on survey responses

• Probed on areas identified in preliminary reporting

@LoriReiser @AdvanisInsights

Click to edit Master title styleoClick to edit Master text styles

oSecond leveloThird level

•Ask broad questions •Use skilled moderation•Involving participants as co-creators•Taking advantage of online and mobile tools•Stakeholder time commitment•Operational support, such as pre recruitment

LPT: Life Pro Tips

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