Duration of the workshop

2.5 h

Target groups

Researchers who have worked or are looking into working with third parties companies for market/survey research projects and want to improve the collaboration and the quality of the project outcome

Is the workshop geared at an exclusively German or an international audience?

International audience

Workshop language

english

Description of the content of the workshop

Researchers in both commercial and academic sectors are increasingly relying on research partners for the entire process of market/survey research projects. The goal of this course is to describe good practices in working with external agencies and managing a survey research project with a third party vendor.

This first part of the course will cover a broad spectrum of research management topics, including: determining the project scope and objectives, proposal preparation including requests for proposals (RFP), statements of work (SOW) and how to evaluate and select a vendor, how to best communicate with vendors, setting up timelines and schedules, types of contracts and subcontracting, budgeting, monitoring and quality controls, data security, research ethics, and deliverables and reporting.

The second part of the course will discuss strategies of effective collaboration and how to best work together on a project such as assigning and managing tasks, managing time and managing documents/files and documenting the project. We will also discuss strategies for communicating with the research agency.

We will close the workshop looking at trends in the vendor industry and the use of AI from the vendor side

Goals of the workshop

Dealing with the different stages of negotiations and documents needed when working with third parties. Streamline the partnership with third parties in order to obtain high quality data
Effectively managing the workload and the roles of the internal team versus the research partner

Necessary prior knowledge of participants

No necessary previous knowledge

Literature that participants need to read prior to participation

There is basically no literature we are aware of at this time, we might uncover something during the preparation of the final version of the slides

Information about the instructor

Mario Callegaro has 15 years of experience at Google having worked with large research international agencies on numerous million dollar projects. Before that, he worked on the agency side at Knowledge Panel (now Ipsos Knowledge Panel).
Mario holds a M.S. and a Ph.D. in Survey Research and Methodology from the University of Nebraska, Lincoln.
Mario has published numerous papers on survey research methods, book chapters, and two books, one on online panels and one on web surveys.
https://www.linkedin.com/in/mcallegaro/
Monica Sanchez brings over 15 years of experience in qualitative and quantitative research, leading national and global studies. From ideation and study design to data collection, analysis, and reporting, she ensures top-quality research through up-to-date methodologies and strict quality controls. Monica has presented findings across the U.S., Latin America, and Europe in both English and Spanish. Her expertise spans various industries, including consumer goods, technology, and non-profit/government sectors. She holds a Master's in Survey Research and Methodology and a Bachelor's in Journalism from the University of Nebraska - Lincoln.
https://www.untoldresearch.com/

Maximum number of participants

35

Will participants need to bring their own devices in order to be able to access the Internet? Will they need to bring anything else to the workshop?

No need to bring a laptop