专业技能字典市场研究补遗.docx

Professional
Skills
Dictionary
Market Research
Addendum

Corporate HR Group - July 1999

For use within Unilever only

INTRODUCTION

This addendum is intended to supplement the information in the Professional Skills Dictionary and the Marketing Skills Appendix

The Market Research Skill Areas should be read and used in conjunction with the Marketing Skill Areas. The two sets of Skill Areas are shown together (pages 2 and 3) with definitions for each Skill Area and a bullet point list of the Skill Sub Areas.

Subsequent pages of this addendum provide more detail on each of the Market Research Skill Areas. Each page is headed with the Skill Area and its definition. The Skill Sub Areas are then listed along with examples. These examples are illustrative; they do not cover all skills and are not meant to be limiting.

MARKETING PROFESSIONAL SKILL AREAS

1
CONSUMER UNDERSTANDING
The development of a compelling vision of consumers?existing and future needs. Th桔e acquisition and development of a deep understanding of consumers, their behaviour and attitudes towards the brand, the category and the wider world. The achievement of a high level of competence in the interpretation and deployment of market research.

· Developing an Intimate Knowledge of Consumers' Attitudes and Behaviours
· Assessing and Interpreting Market Research

· Initiating and Exploiting Fundamental Research
on the Category
· Developing a Vision of the Future
· Being a Champion for the Consumer in the Business
2
MARKET CATEGORY STRATEGY DEVELOPMENT
The use of consumer understanding, the competitive dynamics and boundaries of the market, and Unilever's strengths and weaknesses to derive a clear strategy for the category that delivers profitable growth.

· Defining and Understanding the Market Category and Segments
· Analysing Competitor Intelligence
· Creating Long Term Strategies for each Market Category
· Constructing the Brand Strategy
· Formulating the Pricing Strategy
3
BRAND EQUITY MANAGEMENT
The championship of a brand. The identification and definition of the purpose and personality of a brand that the consumer finds both distinctive and appealing. The development of new ideas that add value for the consumer together with the rigorous maintenance of the brand identity in all brand activities, to ensure the long term profitability of the Brand.

· Developing Brand Positioning Statement (BPS)
· Championing the Brand
· Defending and Developing Brand Identity and Positioning
· Monitoring and Managing the Performance of the Brand
4

LEADERSHIP OF BRAND INNOVATION
The identification of gaps in consumer needs, translating into brand ideas and through Innovation Process Management (IPM) bringing them to fruition, jointly with other functional specialists.

n Finding and Anticipating the Consumer Need Gap

n Appreciating Technological Possibilities
n Aggregate Project Planning
n Generating and Evaluating Ideas (formulations and packaging)
n Launch Planning and Implementation

5

BRAND COMMUNICATION
The communication of the brand, its unique values and benefits to the consumer and the guardianship of the brand identity and brand values applying the principles of UPGA and 'Good Advertising Practice' (GAP).

· Developing a Communication Plan
· Searching for Innovative Brand Communication
· Briefing the Agency
· Working with the Agency
· Developing and Judging the Communication
· Testing the Communication
6

MEDIA MANAGEMENT
The presentation of the brand communication in the most relevant and cost effective way.

· Understanding how Consumers Assimilate Media
· Controlling the Media Plan
· Evaluating and Optimising Media Spend
· Encouraging Innovative Media Activities
· Managing the Public Image of the Brand
7

MARKETING OPERATIONS
The execution, with precision and speed, of all aspects of the marketing plan.

· Generating a Brand Activity Plan
· Developing Consumer Focused Promotions
· Tactical Consumer Pricing and Marketing Activities

· Maintaining, Implementing and Developing Marketing Support
· Systems
· Providing Consumer Advice and Support

8
CUSTOMER MANAGEMENT INTERACTION
In conjunction with Customer Development to integrate trade and consumer needs in order to define and support brand sales strategies and build the customer value of the brands.

· Assessing Consequences of Retailing Developments on Marketing
· Providing Input to the Trade Proposition
· Contributing to Category Management
· Participating in the Development of Customer or Channel Specific Marketing Strategies
9
LEVERAGING BEST MARKETING PRACTICE
The benchmarking of global developments within relevant categories with an open mind. Encouraging adoption and ensuring rapid implementation of best practice.

· Identifying and Analysing Best Practice
· Documenting and Communicating Best Practice
· Supporting Implementation
· Creating Networks and Learning

MARKETING PROFESSIONAL SKILL AREAS

1
STRATEGIC LEVERAGE OF MARKET RESEARCH
The design and development of programmes of continuous and ad-hoc market research to deliver the consumer and market understanding and insights needed to achieve profitable market growth and realise the objectives and strategies of the business.

· Determining Consumer and Market Understanding Needs
· Assessing Trends and Developments Consumer and Market Research
· Defining Programme Objectives and Research Mix
· Managing Internal and External Resources (Agencies)
· Integrating Consumer and Market Understanding
· Evaluating Market Research Performance
2
AD-HOC MARKET RESEARCH
The selection and application of ad hoc market research techniques to ensure all elements of the marketing mix are optimised to meet consumer needs.

· Translating Consumer Understanding Needs
· Assessment and Selection of Techniques
· Applying the Techniques
· Analysing the Research
· Communicating and Using the Results
3
CONTINUOUS MARKET RESEARCH
The purchase, provision and interpretation of continuous research data to support and inform Marketing and Customer Management decisions and activities, based on comprehensive assessment of the sources of the data, the research techniques and analytical methods.

· Obtaining Optimum Data Mix
· Ensuring Data Accuracy
· Managing Agencies
· Building Data Structures
· Analysing Continuous Research Data
· Interpreting and Advising
4

CONSUMER AND MARKET MODELLING AND FORECASTING
The development and maintenance of models of the total market, brands and individual elements of the marketing mix that inform decision-making and enable forecasting to meet consumer needs and business growth.

· Determining the Modeling Requirements and Limitations
· Assessing and Selecting Modeling Techniques
· Managing the Modeling Process
· Facilitating Trade and Category Management
· Supporting Decision Making and Developments
5

MANAGEMENT OF MARKET RESEARCH PROJECTS
The efficient management of the technical, financial and human resources to meet the agreed marketing and business needs on time and within budget.

· Developing the Project Brief
· Agreeing the Research Design
· Managing Project Execution
· Analysing and Interpreting Data
· Implementing Findings

MARKET RESEARCH PROFESSIONAL SKILL AREAS

1

STRATEGIC LEVERAGE OF MARKET RESEARCH
The design and development of programmes of continuous and ad-hoc market research to deliver the consumer and market understanding and insights needed to achieve profitable market growth and realise the objectives and strategies of the business.

n Determining Consumer and Market Understanding Needs

Analysing market category strategies and brand plans to determine the consumer understanding needs of the target groupings; translating needs into market and consumer information requirements; recognising cross category needs; briefing suppliers/ agencies on business needs and information requirements;

n Assessing Trends and Developments Consumer and Market Research

Reviewing methods and measures used for effectiveness and potential abuses; investigating the nature and use of potential future data sources and measures and methods; identifying gaps in existing information; commissioning / developing methods to fill identified gaps; ensuring that action is taken based on trends that have been identified;

n Defining Programme Objectives and Research Mix

Translating consumer and market information needs into objectives for continuous or ad hoc research programmes; balancing the use of external market research and direct consumer contact with other relevant techniques; determining the mix of sources and levels of data to meet programme objectives; working with Unilever expert groups and key suppliers to provide suitable solutions; developing a programme of research for the year in terms of planned marketing activity and identified gaps in consumer understanding;

n Managing Internal and External Resources (Agencies)

Assessing capabilities (structure, people, skills and competencies) against consumer understanding needs of the business; analysing gaps; taking corrective action; determining the type of agency relationship for each type of programme (single source vs. multiple, tactical or strategic, etc.); developing strategic partnerships with key agencies ; identifying ways in which current and potential data can be exploited to gain competitive advantage; recommending appropriate budgets;

n Integrating Consumer and Marketing Understanding

Creating processes and procedures to integrate market and consumer research findings; ensuring consistent understanding is developed in all categories; creating supporting systems for expert analysis and non-expert access to consumer and market data; stimulating communication of consumer and market information throughout the business, including findings and insights from individual projects; building database of consumer and market understanding and insights; ensuring agencies build learning across projects;

n Evaluating Market Research Performance

Obtaining understanding and agreement on measures for consumer and market understanding; tracking performance against measure within and across categories; evaluating agencies and key suppliers on service costs and expertise; reviewing project performance and value added to the business;

MARKET RESEARCH PROFESSIONAL SKILL AREAS

2

AD-HOC MARKET RESEARCH
The selection and application of ad hoc market research techniques to ensure all elements of the marketing mix are optimised to meet consumer needs.

n Translating Consumer Understanding Needs

Identifying gaps in understanding of the main determinants of consumer behaviour; assessing where qualitative research can be used to create understanding of why the consumers behave the way they do; translating brand objectives into specific targets on attitudes, awareness and attributes; exploring secondary data and using market analyses to identify broad trends and future developments; developing test and evaluation schedules for each element of the mix for each stage in the Innovation Process;

n Assessment and Selection of Techniques

Supplementing regular U and A studies with advanced techniques; identifying and defining market and consumer indicators of underlying brand performance and health (e.g. image ratings); establishing pre-tests of mix elements; selecting research techniques suited to mix element; assessing the use of competitive benchmarking, sensory analysis and preference mapping for products; identifying and assessing uses and abuses of qualitative research in the development and evaluation of all elements of the marketing mix; applying Unilever MR Guidelines to all activities in the assessment and selection of techniques;

n Applying the Techniques

Commissioning/ conducting wide range of quantitative research to identify key demand drivers; implementing a portfolio of brand performance measures covering purchasing, brand image and operational performance; constructing stimulus material that elicits consumer participation and constructive input; applying the most appropriate technique to increase precision in the assessment of each element of the mix;

n Analysing the Research

Investigating links and trade-offs across adjacent product categories and/or countries; analysing brand health; investigating and synthesising existing consumer and market data to identify opportunities; investigating and analysing competitor innovations; using animatic research to select /approve advertising ideas; comparing test results with established best practice from other markets; constructing and using simulated test markets; interpreting and integrating the outputs from a range of qualitative techniques from simple groups to complex creativity sessions;

n Communicating and Using the Results

Exposing early trends and communicating their implications for the category; communicating the results from brand health checks with recommendations on corrective actions; assessing and communicating results from packaging in-use tests; communicating insights into consumer motivation available from the use of qualitative techniques and their limitations;

MARKET RESEARCH PROFESSIONAL SKILL AREAS

3

CONTINUOUS MARKET RESEARCH
The purchase, provision and interpretation of continuous research data to support and inform Marketing and Customer Management decisions and activities, based on comprehensive assessment of the sources of the data, the research techniques and analytical methods.

n Obtaining Optimum Data Mix

Ensuring the right mix of data sources are bought at competitive prices; recognising uses and limitations of data collection methods and measures available from retail audit data and retail scanning (coverage, pick-up and trendability); assessing data from consumer panels (purchase and consumption); investigating and piloting alternative and supplemental data sources and research methods (external data access, published data, ad brand tracking, etc.); building understanding of market structure and dynamics;

n Ensuring Data Accuracy

Determining the accuracy required for the data application; performing detailed data reconciliations; rigorously assessing pick-up and coverage; validating data and ensuring data is correct; communicating any major limitations of the data to users; answering queries on the data accuracy;

n Managing Agencies

Managing our continuous suppliers; specifying and communicating requirements with agencies and other suppliers; establishing and maintaining partnership agreements with key suppliers; drafting and agreei