Saturday, September 21, 2013

A500.6.3.RB_RutbellGreg - Blog - Qualitative Research


Managers basically do business research to understand how and why things happen. If the manager needs to know only what happened, or how often things happened, quantitative research methodologies would serve the purpose. But to understand  the different meanings that people place on their experiences often requires research techniques that delve more deeply into people's hidden interpretations, understandings, and motivations. Qualitative research is designed to tell the researcher how (process) and why (meaning) things happen as they do. While quantitative research currently accounts for about 20% of research expenditures by businesses, that is set to change. With technology helping to rapidly expand the insights drawn from social media analysis (netnography), ethnography, crowdsourcing (tasking an undefined public with a problem or task), marketing research online communities (MROCs), and virtual groups, the use of qualitative research by business is projected to explode. (Cooper & Schindler, 2014)

Nonexperimental research is defined by exclusion: research that is not experimental. This requires us to define experimental. The distinction between experimental research and nonexperimental research is based on the degree of control that the researcher has over the subjects and the conditions of the research. Key words here are manipulation and assignment versus observation. Manipulation: in an experiment, conditions or variables assigned or presented to a participant. Assignment: in an experiment, pairing a subject with a condition or variable, according to the experimenter's plan. Observation: the record of a behavior. One characteristic of some nonexperimental research, called qualitative research, concerns the questions that are typically asked by the research. The questions that are asked by qualitative research differ from those of experimental research. Qualitative research is much less interested in the cause and effect of behavior than is research based on experimentation. Instead, qualitative research is interested in how individuals understand themselves and make meaning out of their lives and world. (White & McBurney, 2013)

Qualitative research includes an "array of interpretive techniques which seek to describe, decode, translate and otherwise come to terms with the meaning, not the frequency, of certain more or less naturally occurring phenomena in the social world." Qualitative techniques  are used at both the data collection and data analysis stages of a research project. At the data collection stage, the array of techniques includes focus groups, individual depth interviews (IDIs), case studies, ethnography, grounded theory, action research and observation. During analysis, the qualitative researcher uses content analysis of written or recorded materials drawn from personal expressions by participants, behavioral observations, and debriefing of observers, as well as the study of artifacts and trace evidence from the physical environment. (Cooper & Schindler, 2014)

Qualitative research aims to achieve an in-depth understanding of a situation, whether it explains why a person entering a Kroger grocery store proceeds down each aisle in turn or heads for the rear of the store and chooses only alternate aisles thereafter or explains why some advertisements make us laugh and contribute to our commitment to a brand while others generate outrage and boycotts. Judith Langer, a noted qualitative researcher, indicates that qualitative research is ideal if you want to extract feelings, emotions, motivations, perceptions, consumer "language,"  or self-described behavior. (Cooper & Schindler, 2014)

 

Qualitative research draws data from a variety of sources, including:

 

  1. People (individuals or groups).
  2. Organizations or institutions.
  3. Texts (published, including virtual ones).
  4. Settings and environments (visual/sensory and virtual material).
  5. Objects, artifacts, media products (textual/visual/sensory and virtual material).
  6. Events and happenings (textual/visual/sensory and virtual material).

(Cooper & Schindler, 2014)

 

Qualitative research methodologies have roots in a variety of disciplines: anthropology, sociology, psychology, linguistics, communication, economics and semiotics. Historically, qualitative methodologies have been available much longer - some as early as the 19th century - than the quantitative tools marketers rely on so heavily. Possibly because of their origins, qualitative  methods don't enjoy the unqualified endorsement of upper management. Many senior managers maintain that qualitative data are too subjective and susceptible to human error and bias in data collection and interpretation. They believe such research provides an unstable foundation for expensive and critical business decisions. The fact that results cannot be generalized from a qualitative study to a larger population is considered a fundamental weakness. (Cooper & Schindler, 2014)

 

Increasingly, however, managers are returning to these techniques as quantitative techniques fall short of providing the insights needed to make those ever-more-expensive business decisions. Managers deal with the issue of trustworthiness of qualitative data through exacting methodology:

 

  • Carefully using literature searches to build probing questions.
  • Thoroughly justifying the methodology or combination of methodologies chosen.
  • Executing the chosen methodology in its natural setting (field study) rather than a highly controlled setting (laboratory).
  • Choosing sample participants for relevance to the breadth of the issue rather than how well they represent the target population.
  • Developing and including questions that reveal the exceptions to a rule or theory.
  • Carefully structuring the data analysis.
  • Comparing data across multiple sources and different contexts.
  • Conducting peer-researcher debriefing on results for added clarity, additional insights and reduced bias.

            (Cooper & Schindler, 2014)

 

The purpose of qualitative research is based on "researcher immersion in the phenomenon to be studied, gathering data which provide a detailed description of events, situations and interaction between people and things, thus providing depth and detail." Qualitative research - sometimes labeled  interpretive research because it seeks to develop understanding through detailed description - often builds theory but rarely tests it. Both the researcher and research sponsor have more significant involvement in collecting and interpreting qualitative data. The researcher may serve as a participant or catalyst, as a participant observer, or as a group interview moderator. The research sponsor may observe, influence interview questions, and add interpretations and insights during the process. Since researchers are immersed in the participant's world, any knowledge they gain can be used to adjust the data extracted from the next participant. Qualitative data are all about texts. Detailed descriptions of events, situations, and interactions, either verbal or visual, constitute the data. Data may be contained within transcriptions of interviews or video focus groups, as well as notes taken during those interactions. But by definition they generate reams of words that need to be coded and analyzed by humans for meaning. While computer software is increasingly used for the coding process in qualitative research, at the heart of the qualitative process is the researcher - and his or her experience - framing and interpreting the data. Qualitative studies with their smaller sample sizes offer an opportunity for faster turnaround of findings and may be especially useful to support a low-risk decision that must be made quickly. (Cooper & Schindler, 2014)

 

Some appropriate uses for qualitative research:

 

1. Job Analysis

2. Advertising Concept Development

3. Productivity Enhancements

4. New Product Development

5. Benefits Management

6. Retail Design

7. Process Understanding

8. Market Segmentation

9. Union Representation

10. Sales Analysis

 

(Cooper & Schindler, 2014)

 

The qualitative research process:

 

1.      Clarifying the Research Question

            1.1.  Discover the Management Dilemma (Exploration)

            1.2.  Define the Management Question (Exploration)

      1.3.  Define the Research Question(s)

      1.4.  Refine the Research Question(s)

2.   Research Proposal

3.   Research Design Strategy (type, purpose, time frame, scope, environment)

      3.1.  Data Collection Design

      3.2.  Sample Size & Recruiting Plan (Pretasking) 

      3.3.  Discussion Guide Development & Pretesting

4.   Data Collection & Preparation

5.   Debriefing of Moderators, Observers, & Participants

6.   Insight Development & Interpretation of  Data

7.   Research Reporting

8.   Management Decision

 

      (Cooper & Schindler, 2014)

 

The researcher chooses a qualitative methodology based on the project's purpose; its schedule, its budget, the issues or topics being studied, the types of participants needed and the researcher's skill, personality and preferences. Sampling is the process of selecting some elements from a population to represent that population. One general sampling guideline exists for qualitative research: Keep sampling as long as your breadth and depth of knowledge of the issue under study are expanding; stop when you gain no new knowledge or insights. Sample sizes for qualitative research vary by technique but are usually small. The interview is the primary data collection technique for gathering data in qualitative methodologies. Interviews vary based on the number of people involved during the interview, the level of structure, the proximity of the interviewer to the participant, and the number of interviews conducted during the research. An interview can be conducted individually (individual depth interview or IDI) or in groups (e.g., focus groups). Interviewing requires a trained interviewer (called a moderator for group interviews) or the skills gained from experience. The interviewer makes respondents comfortable, probing for details, remaining neutral while encouraging the participant to talk openly, listening carefully, and extracting insights from detailed descriptive dialogue. the interviewer is responsible to generate the interview or discussion guide, the list of topics to be discussed and the questions to be asked and in what order. Interviews can be conducted face-to-face, with the obvious benefit of being able to observe and record nonverbal as well as verbal behavior. Interviews can also be conducted by phone or online. (Cooper & Schindler, 2014)

 

Another source of information that can be invaluable to qualitative researchers is analysis of documents. Such documents might include official records, letters, newspaper accounts, diaries, and reports, as well as the published data used in a review of literature. In his study of technology teachers in training, Hansen (1995) analyzed journal entries and memos written by participants, in addition to interviews. Hoepfl (1994), in her study of closure of technology teacher education programs, used newspaper reports, university policy documents, and department self-evaluation data, where available, to supplement data gained through interviews. (Hoepfl, 1997)    

 

Bogdan and Biklen define qualitative data analysis as "working with data, organizing it, breaking it into manageable units, synthesizing it, searching for patterns, discovering what is important and what is to be learned, and deciding what you will tell others" (1982, p. 145). Qualitative researchers tend to use inductive analysis of data, meaning that the critical themes emerge out of the data (Patton, 1990). Qualitative analysis requires some creativity, for the challenge is to place the raw data into logical, meaningful categories; to examine them in a holistic fashion; and to find a way to communicate this interpretation to others. (Hoepfl, 1997)    

 

Analysis begins with identification of the themes emerging from the raw data, a process sometimes referred to as "open coding" (Strauss and Corbin, 1990). During open coding, the researcher must identify and tentatively name the conceptual categories into which the phenomena observed will be grouped. The goal is to create descriptive, multi-dimensional categories which form a preliminary framework for analysis. Words, phrases or events that appear to be similar can be grouped into the same category. These categories may be gradually modified or replaced during the subsequent stages of analysis that follow. (Hoepfl, 1997)    

As the raw data are broken down into manageable chunks, the researcher must also develop an "audit trail"-that is, a scheme for identifying these data chunks according to their speaker and the context. The particular identifiers developed may or may not be used in the research report. Qualititative research reports are characterized by the use of "voice" in the text; that is, participant quotes that illustrate the themes being described. (Hoepfl, 1997)    

 

The next stage of analysis involves re-examination of the categories identified to determine how they are linked, a complex process sometimes called "axial coding" (Strauss and Corbin, 1990). The discrete categories identified in open coding are compared and combined in new ways as the researcher begins to assemble the "big picture." The purpose of coding is to not only describe but, more importantly, to acquire new understanding of a phenomenon of interest. Therefore, causal events contributing to the phenomenon; descriptive details of the phenomenon itself; and the ramifications of the phenomenon under study must all be identified and explored. During axial coding the researcher is responsible for building a conceptual model and for determining whether sufficient data exists to support that interpretation. (Hoepfl, 1997)    

 

Finally, the researcher must translate the conceptual model into the story line that will be read by others. Ideally, the research report will be a rich, tightly woven account that "closely approximates the reality it represents" (Strauss and Corbin, 1990, p. 57). Many of the concerns surrounding the presentation of qualitative research reports are discussed in the section "Judging Qualitative Research" which follows. Additional data collection may occur at any point if the researcher uncovers gaps in the data. In fact, informal analysis begins with data collection, and can and should guide subsequent data collection. (Hoepfl, 1997)    

   
 

References

Cooper, Donald R. & Schindler, Pamela S. (2014) Business Research Methods (12th ed). New     York, NY: McGraw-Hill/Irwin.

Hoepfl, Marie C. (Fall 1997). Choosing Qualitative Research: A Primer for Technology     Education Researchers, Journal of Technology Education (Volume 9, Number 1).

             Retrieved from http://scholar.lib.vt.edu/ejournals/JTE/v9n1/hoepfl.html

White, Theresa L. & McBurney, Donald H. (2013). Research Methods (9th ed.). Belmont,            California: Wadsworth, Cengage Learning.

 

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