February 2007


The “Presentation” of Marketing Research Information: Leveraging the Principles of Information Design to Maximize Clarity in Presentations

There is often a lack of clarity that exists in the presentation of pharmaceutical marketing research information. Given the complexity of the information that we, as marketing researchers, must communicate, it is critical that we pay more attention to excellence in our presentations. However, it is not uncommon in our profession that more effort and attention is given to the design of the research screener than is put into the actual presentation of the research results.

Here we will strive to provide you with at-a-glance information you can use to improve the clarity of the marketing research results you present to colleagues and managers based on:

  • Implementing the proper flow of information upon determining the purpose of the research project
  • Utilizing the proper type and order of building blocks of information that make up the presentation.
It is important to note that we are not talking about improving presentations in terms of PowerPoint font selection or slide aesthetics, color and formatting, but rather we are discussing how to go about improving the actual presentation of information by applying the principles of Information Design.

For a much more robust and detailed exploration of the concepts outlined here, we encourage you to reference the works of Edward R. Tufte, the premier thought leader in Information Design. Tufte is heralded for his books including Envisioning Information, Visual Explanations and The Visual Display of Quantitative Information.




LESSON #1: Determining the purpose of your research will drive
the emphasis of the presentation






The most important guidance for improving the presentation of marketing research information is to start by determining the purpose of the marketing research project, i.e., what are we trying to communicate?, because it is from the purpose that the proper order of information will flow. Specifically, it is the purpose that drives the emphasis of the information you will present, which in turn determines the design of the presentation that will ultimately lead to providing the appropriate insights to your audience.






Below we examine the various purposes for five common pharmaceutical marketing research project types, their characteristics and the subsequent emphasis that should drive the particular information design of the presentations:



    Project Type: Knowledge, Attitudes and Practices Studies

    Purpose: To provide general background, e.g., on a treatment area, issue, etc.

    • Can be qualitative and/or quantitative
    • Needs to reflect:
    • Emphasis typically on findings, not conclusions and recommendations

    Project Type: Commercial Viability Assessment

    Purpose: To assist in making go/no go decisions for product development/launch

    • Usually quantitative
    • Often involves base case plus variations, e.g., best case, worst case
    • Extremely helpful to know go/no go criteria in advance
    • Usually “Recommendations” section especially important

    Project Type: Business Information

    Purpose: To provide data about sales, prescribing level, etc.

    • Biggest challenges:

    Project Type: Promotional Testing

    Purpose: To evaluate and/or improve upon promotional message/materials

    • Typically deals with special parameters, e.g., extent to which
      message is:
    • Recommendations for modifications often the most important
      part of the presentation

    Project Type: Tracking Studies, e.g., ATU

    Purpose: To keep finger on pulse of key variables over time

    • Multi-wave
    • Major presentation focus is change
    • Format should be consistent


LESSON#2: Regardless of the research project type and purpose,
the elements of the presentation are the same


Regardless of the marketing research project type, the building blocks of information elements that make up the presentation are the same. It is only the emphasis and order of these elements that can vary across the types.



Building Block: Background
    • Ties to previous work done, market issues, etc.
Building Block: Overview
    • Synopsis of study and its findings
Building Block: Business/Marketing Research Objectives
    • From the mouths of your information customers
    • As concrete as possible
    • “Go find out about” not a business or research objective
Building Block: Methodology
    • Source(s) of data
    • Exploratory or confirmatory
    • Generalizability
    • Timing of data collection
    • Research “to know” vs. research “to show”
Building Block: Key Findings
    • Three at most
    • Driven by objectives
    • Presented from general to specific
Building Block: Findings in Detail
    • Drill down from key findings
    • Level of detail depends on purpose/audience/logistics
    • Additional information to provide
Building Block: Conclusions (Note: Not “Conclusions and Recommendations”)
    • Respond to business objectives
Building Block: Recommendations
    • If objectives and audience call for them
    • Action points to be taken following presentation


We hope that applying the guidance from these two simple, but important, lessons will help in your endeavor to be more thoughtful about the organization of the information in your presentations. Asking yourself, “What am I trying to communicate?” and remembering the rule of thumb that simpler is often better will enable you to more clearly impart your valuable information and, ultimately, provide your audience with the insights needed to facilitate the decision-making process.

If you would like to experience a more detailed exploration of this topic, including a discussion and demonstration of both good and bad information design examples, drawn from actual presentation slides, we will send you a DVD of a workshop conducted by Richard B. Vanderveer, Ph.D., Group CEO of GfK U.S. Healthcare Companies, called The “Presentation” of Pharmaceutical Marketing Information. It is the very same presentation for which Dr. Vanderveer was awarded “Best Presentation” as voted by the audience at the annual meeting of EphMRA (the European Pharmaceutical Marketing Research Association).

In addition, we would be pleased to send you Edward R. Tufte's booklet titled, The Cognitive Style of PowerPoint, which further explores how to improve presentations.

To receive a complimentary copy of this DVD and the booklet, please fill out the form below:

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