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Online Focus Group Moderating Tips

Written by Lynda Maddox

Doing online moderation is somewhat different from moderating traditional groups. Here are 14 tips:

  1. Recruit well. Just as with traditional groups, you'll need to over-recruit to account for no-shows, and you'll need to compensate participants at the same level as with traditional groups.

  2. Prepare your moderator's guide thoroughly and know it well. You'll be typing and thinking at the same time, so you won't have a lot of time to glance at your guide.

  3. Prepare long descriptions and/or links ahead of time in a text document. Test them to make sure they work and be ready to cut and paste them into the discussion. Practice this ahead of time to avoid fumbling.

  4. Feel comfortable with your facility before you begin. Make sure it's simple to use. Bells and whistles may be fun to look at, but as a moderator, you want to make sure that your facility works quickly and simply and that there's someone on staff to offer assistance.

  5. Arrive early at the facility to great early arrivals. Acknowledge their arrival and let them know that you'll be beginning soon. As each participant arrives, be sure to acknowledge him or her. If you don't, the participant can be insecure about being in the right place at the right time.

  6. Set expectations. At the beginning of the focus group, make the participants feel comfortable with the online format. Tell them that spelling and grammar are not important. You're looking for honest opinions.

  7. Set participant ground rules. Tell participants that it's okay to agree or disagree with one another, but ask them to be sure to answer all the questions from the moderator.

  8. Learn participants' names and keep track of what each person is saying. Respond to individuals by name. This is extremely important! If you don't do this, you will lose people from the group discussion. If you want everyone to respond, be sure to say this. Remember that you won't have the physical presence of the participants and visual cues to keep people involved, so you have to keep track of them and use names to assure participation.

  9. Ask everyone to answer a question at once. Moderators often begin traditional focus groups by going around the table, asking each person to answer one at a time. In an online group, you can achieve the same effect by asking everyone to respond at once. Tell participants they need not wait for others to type in their answers. Both moderator and participants will see each person's response as they finish typing, and dialogue can follow.

  10. Be prepared for less continuity in the conversation flow than with traditional groups. Differences in typing speeds combined with a lack of physical presence means that some participants may spend a longer time than others answering a question. Their responses may come once you're already on to another topic. In essence, a good online moderator has to be skilled at handling two or three conversations at once.

  11. Develop excellent keyboard skills and a great memory. Some moderators find it tough to type and remember names and conversation at the same time. This takes practice, so you may want to do some mock focus groups before you do the "real thing." Observing an expert moderator is also very helpful.

  12. Make the focus group conversational, "chatty," and elicit the personalities of the participants. Use colloquial expressions. Use "smiley faces" and other Internet symbols and phrases, but be sure to explain shortcut phrases the first time to use them, i.e. LOL (laughing out loud). Failure to do this makes some participants uneasy that they are not as Internet savvy as other participants, and this can reduce participation.

  13. Keep track of participants. If you haven't heard from someone in awhile ask, "Mary, are you still with us?"

  14. Practice makes perfect. It's often a good idea to hire an experienced online moderator for your first few groups. By observing, you'll quickly learn the "tricks of the trade." Good Luck!

 

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Monday September 08, 2008 
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