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What are the best practices for completing field research projects on time?

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Field research is a valuable method for gaining insights into real-world problems, contexts, and behaviors. However, it can also pose many challenges for research managers, such as coordinating multiple stakeholders, adapting to changing conditions, and ensuring data quality and integrity. How can you plan and execute field research projects on time and on budget, while delivering actionable results? Here are some best practices to follow.

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Lokesh Joshi

GroKalp | Innovation - Hydrogen - CNT | India, Russia & Saudi Arabia
Jason Irvin

Owner and Sole Trader @ Momenta Therapy

1 Define your scope and goals

Before you start your field research, you need to have a clear and realistic idea of what you want to achieve, why, and how. This means defining your research questions, objectives, hypotheses, and criteria for success. You also need to scope out your resources, budget, timeline, and deliverables. Having a well-defined scope and goals will help you prioritize your tasks, communicate your expectations, and measure your progress.

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Jason Irvin

Owner and Sole Trader @ Momenta Therapy
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When attempting to have projects that finish on time or even ahead of schedule, it is important that all those within the research project are working together and that if necessary are able to cover another colleagues work load. Stipulating a deadline merely develops anxiety and stress within the team and normally fails to deliver the desired outcome. Instead, having a reward system in place will facilitate a person's motivation in the project.

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Lokesh Joshi

GroKalp | Innovation - Hydrogen - CNT | India, Russia & Saudi Arabia
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I admire Amazon's approach to completing field research projects on time by meticulously defining the scope and goals from the outset. Amazon is known for its customer-centric focus, and when conducting field research, they clearly outline the specific objectives and parameters of their studies. By establishing a well-defined scope, teams can efficiently gather relevant data and insights, ensuring the project stays on schedule. This disciplined approach is evident in Amazon's continuous innovation and ability to adapt quickly to market changes, showcasing the effectiveness of a focused and goal-driven field research strategy.

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Ramón Bejarano Carrasco

Dirección Estratégica y Gestión de la Educación Superior en RUA
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When you need to do a field research it is important that you have a well defined statistical sample. How much information you need and where are you going to get it from. This is critical for establishing an accurate time frame for this part of the project.

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2 Choose your methods and tools

Depending on your research questions and objectives, you may need to use different methods and tools for collecting, analyzing, and presenting your data. For example, you may use interviews, surveys, observations, experiments, or participatory methods. You may also use digital or physical tools, such as cameras, audio recorders, notebooks, or mobile apps. You should choose your methods and tools based on their suitability, feasibility, and reliability for your field research context.

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Lokesh Joshi

GroKalp | Innovation - Hydrogen - CNT | India, Russia & Saudi Arabia
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I learn from Ford Motor Company's successful field research practices, emphasizing a structured approach and leveraging technology. Ford employs a combination of surveys, interviews, and observation tools to gather comprehensive data. They utilize advanced analytics platforms to streamline data analysis and project management, ensuring timely completion. Moreover, employing cloud-based collaboration tools facilitates seamless communication among research teams, promoting efficiency and meeting project deadlines.

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Bandar Alzahrani, PhD, PMP, FHEA

Research Project Lead | Lean Six Sigma | Product Manager | Strategy Development | Agile | Data Analytics | Innovation Management | Research Grant | Policy Development | Risk Analysis | Conducting Studies | Leadership
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Completing a research project on time requires careful planning, organization, prortizing tasks and effective time management.

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3 Recruit and train your team

Field research often involves working with a team of researchers, assistants, interpreters, or facilitators. You need to recruit and train your team members according to your research needs and ethical standards. You should also establish clear roles and responsibilities, communication channels, and feedback mechanisms for your team. You should also provide your team with adequate support, guidance, and recognition throughout the project.

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Lokesh Joshi

GroKalp | Innovation - Hydrogen - CNT | India, Russia & Saudi Arabia
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I follow the example of Procter & Gamble (P&G) in executing efficient field research projects. P&G emphasizes the importance of recruiting and training a skilled team capable of swift data collection. By ensuring team members are well-prepared and aligned with project objectives, P&G streamlines the research process. This proactive approach enhances project efficiency, enabling timely completion of field research initiatives.

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4 Engage with your participants

Your participants are the key source of your data and insights. You need to engage with them in a respectful, ethical, and meaningful way. This means obtaining their informed consent, protecting their privacy and confidentiality, and compensating them fairly. You also need to build rapport and trust with them, listen to their stories and perspectives, and involve them in the co-creation of solutions.

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Lokesh Joshi

GroKalp | Innovation - Hydrogen - CNT | India, Russia & Saudi Arabia
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It's amazing to witness how effective field research projects adhere to best practices, ensuring timely completion. Engaging with participants is paramount; Salesforce, a global CRM leader, exemplifies this by actively involving users in beta testing new features, ensuring real-world feedback shapes product development. Establishing clear objectives, leveraging advanced technologies for data collection, and maintaining open communication channels are additional best practices observed in successful field research, allowing companies like Salesforce to stay ahead in a competitive market.

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5 Manage your data and risks

Field research can generate a large amount of data, which can be qualitative, quantitative, or mixed. You need to manage your data effectively, by organizing, storing, backing up, and documenting it. You also need to analyze your data rigorously, by using appropriate methods, tools, and frameworks. You should also anticipate and mitigate any risks that may arise during your field research, such as safety, security, legal, or ethical issues.

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6 Communicate your results and recommendations

The final step of your field research project is to communicate your results and recommendations to your stakeholders, such as clients, partners, or beneficiaries. You need to tailor your communication style and format to your audience's needs and preferences. You may use different types of deliverables, such as reports, presentations, videos, or prototypes. You should also highlight your key findings, insights, and implications, and provide actionable and evidence-based recommendations.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Research Management

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What are the best practices for completing field research projects on time?

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1 Define your scope and goals

2 Choose your methods and tools

3 Recruit and train your team

4 Engage with your participants

5 Manage your data and risks

6 Communicate your results and recommendations

7 Here’s what else to consider

Research Management

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