AIMRI GUIDELINES TO STANDARDS IN MARKET RESEARCH
AIMRI
is committed to establishing and monitoring standards of quality of
research conducted by member companies. All AIMRI companies observe
the codes of conduct of the ICC and ESOMAR and of relevant national
research associations.
PUBLICITY OF COMPANY SERVICES AND EXPERTISE OFFERED
- AIMRI
member companies should only claim experience and expertise in
research design, industry sector data collection techniques, data
preparation and processing, reporting and interpretation where this
can be supported by previous activity.
- All personal within an AIMRI member company must have adequate training
and experience to undertake the tasks assigned them.
- Sub-contracting of any element of proposed or commissioned studies
must be disclosed to the client in advance, with the sub-contractor
also being bound by similar standards.
PROJECT DESIGN
- All good research begins with a high quality of project design. The
proposed survey method must therefore be appropriate to:
the overall objectives of the study,
the nature of the information being collected,
the type of informant to be interviewed,
- AIMRI companies should ensure that they have obtained all relevant
information from the commissioning client prior to finalising their
proposals. Similarly, client organisations should provide such details
as they deem appropriate to the agency in order that these may be
incorporated within the proposal document.
- AIMRI considers that failure to adhere to these basic information
exchanges can result in confusion, delay and unnecessary expense: it
may also prejudice the successful outcome of the study by alienating
the client from the agency.
- Research proposals from an AIMRI member company should clearly
identify:
Research objectives,
Information to be collected,
Method to be used (and reason for that, if relevant),
Source of sample,
Fieldwork control (including relevant quality checks),
Respondent types and quotas
Analysis and data processing details
Project timings
Fee (and details of any applicable taxes).
- These are the basic requirements and the level of detail required will
be dependent on the exact nature and complexity of the study under
consideration. This is naturally a matter for discussion between the
client and the research company during appropriate briefing meetings.
- Alternatively, the client should indicate the level of detail required
in the proposal document within the text of the written briefing
document. In either case, the research agency should know what is
required of it and the client should understand what to expect from
the agency.
SAMPLING
- AIMRI
members should ensure that achieved samples are appropriate to the
research objectives and that recruitment of respondents fit the
stated criteria.
- Details of sample sources used and an analysis of response rates
must be available to clients if required, and variations from
proposed sample profiles and sources should only be permitted after
reference to the client.
- Accurate and relevant sampling is particularly important in
business-to-business research. This reflect the limited number of
companies available for interview in particular sectors and the
dangers of over-sampling. The proposed research method should take
account of these matters in order to avoid future problems in
over-sampled sectors.
INTERVIEWING
- Prior
to any interview, respondents should be informed of its nature and
likely duration in order to secure their full co-operation and avoid
any possible misunderstandings.
- All
information given to respondents to gain co-operation should be
truthful. Any assurances given to respondents must be adhered to,
whether given orally or in writing.
- Whether conducted by telephone or face-to-face, all information
provided by respondents during any interview must be treated in the
strictest confidence.
- Data
on individual respondents (or their employers in the case of
business-to-business research) should not be disclosed, either
directly or by inference, without the prior consent of the
respondent.
- All
interviewers working on a project should be fully conversant with
the questionnaire/topic guide to ensure consistent interpretation of
definitions and phrases used.
FIELDWORK QUALITY CONTROL
- All
fieldwork should be carried out by interviewers trained to standards
relevant to the type of study and data collection techniques used. The
term "interviewers" in this context includes research executives,
consultants and others conducting research interviews.
- National rules governing market research interviewing should be
observed by all interviewers and only persons specifically trained in
research interviewing techniques should be employed.
- Appropriate control and supervision should be provided and all work
should be checked for accuracy and completeness. Evidence of this must
be provided if requested.
- Interviewer briefing should be undertaken for all research studies,
using the methods stated and agreed with the client (e.g. personal,
telephone, written).
- Having designed the questionnaire to meet the objectives of the study,
it is imperative that all fieldwork is undertaken to the highest
possible standard. It is important for AIMRI member companies to
ensure that:
Quota samples are adhered to as specified in proposals,
Responses to open questions are full and detailed,
Interview quality control checks are conducted either through direct
supervision or back-checking of results. Clients should be informed
of the nature of quality control procedures.
DATA PREPARATION AND ANALYSIS
- Editing of completed questionnaires should be carried out either by
computerised or manual methods to ensure that records are analysed to
provide the information required. Post-coding and analysis of verbatim
quotes should be carried out under the supervision of qualified staff.
- DP specifications should be designed to meet the research objectives and
to provide information relevant to the study. Computer tabulations
should be designed for maximum clarity.
- Measurement of market size or projected sales volumes should be
supported by evidence of the methods by which figures have been
derived. All values used in any sales estimate calculations and the
exact method of such estimation should be available to the client.
REPORTING AND PRESENTATION
- Upon completion of data processing (or qualitative interpretation) an
AIMRI member company should provide the client with results and
recommendations in a mutually agreed format (I.e. either on paper or
disk/tape). Copies of data tables, accompanies by the questionnaire,
should also be supplied, as relevant.
- AIMRI members should take great care to differentiate between research
finding and their interpretation of those results - it should be clear
from the report which are findings and which is opinion.
MONITORING STANDARDS
- In
the unlikely event of any disagreement between an AIMRI member company
and a client not being amicably resolved, AIMRI's Chairman will, upon
request, appoint an Arbitrator to settle the matter.
- In
the event of a member company not adhering to AIMRI's standards, its
membership of the Association may be terminated at the discretion of
the AIMRI Council.
Ultimately, it is the responsibility of both client and agency to work
in tandem to ensure the project is carried out to the highest possible
standard. A good, mutually-trusting relationship is essential if the
client organisation is to benefit fully from the standards of service
provided by AIMRI members