Discuss Project Manager Responsibilities

Updated 09 July 2024 21:55

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The article outlines the comprehensive responsibilities and limitations of a Discuss.io Project Manager throughout different phases of a project.

SETUP

Proper project setup: setting allowed devices, setting other options: audio-only, anonymization.
Schedule a platform training* if requested ($500 per training).
Schedule sessions with proper settings: interview market(s) and date/times, interview language(s), and translation type.
Delete and reschedule sessions if necessary.
Coordinate/secure any Moderator, Recruiting, Translator needs.

RECRUITMENT

Coordinate recruitment, quotas and tech checks completion.
Add respondents to the Respondent Hub once recruited.
Make all appropriate follow up calls or reminders to respondents to ensure participation.
Make all project information available in the Discuss application so that (you) the client have access to “real time” information available 24/7. The items available for access will be Session Links, Tech.
Check Status, Respondent Profiles, Homeworks, Asynchronous activities, etc

FIELDWORK AND EXECUTION

Upload, client provided consent forms.
Upload, setup and coordinate completion of pre-work on the Platform.
Coordinate the translation of documents such as Screeners, Homework questions.
Organize external moderators* and live translators* if requested.
- Organize a mandatory kickoff call with you and external moderators.
- Provide additional support for moderator-related questions throughout the project.
Add project members into the Discuss Application and send respective calendar invites for moderators, collaborators, recruiters.
Solve any issues that might arise during fieldwork and if required have weekly meetings set to keep the project on track.

PROJECT CLOSURE

Coordinate final delivery for reports* (If required).
Confirm final project costs and send them to accounting so your invoice can be processed.

SETUP

RECRUITMENT

Share consumer profiles outside the platform.
Will not provide strategic direction when creating screener or in advising on research methodology. If this is needed Discuss can provide a Professional Moderator*

FIELDWORK AND EXECUTION

Upload Stimuli - Project Managers will NOT upload stimuli given the handling proprietary information that is downloaded onto Discuss hard drives/devices
Send session updates outside the discuss application or after sessions are completed (e.g. respondent profiles in excel, videos uploaded to an external source, etc).
Update project member seats i.e. downgrade or upgrade a client’s team member
- NOTE 1: Discuss prefers not to provide translation of Discussion Guide when we are not providing moderation.
- NOTE 2: For quality reasons Discuss prefers not to provide translation of Stimulus as these often require localization expertise coming from the brand insights.

If Discuss is providing the moderator

(Client) Share the final Screener OR approve a Discuss created screener.
(Client) Approve the final schedule to start the recruitment.
(Client) Running the briefing and/or debriefing call with the Researcher (If Discuss.io is providing one) coordinated by Discuss*
- Share background information and objectives for the study
- If a report is required, explain your objectives and needs for the report and share any templates you require to be used for the report
(Client or moderator) Create the Discussion Guide (If this is not provided by a Discuss moderator) OR Approve a Discuss-moderator Discussion guide.
(Client) to upload Stimuli if needed = at least 24 hrs in advance of the first session
- Client to provide translated stims for markets where English is not the primary language spoken (Discuss will not provide translation of stimuli)

(Client) Customize takeaways questions and an interactive discussion guide (if you would like the moderator to use it)
(Client) Share the email list of the observers with your Discuss Project Manager so they can be added to the sessions and calendar invites can be sent to them
(Client) Share the template with your Discuss Project Manager and list of questions or instructions for any Pre-task or Asynchronous activities the respondents have to complete before or after the interviews*
(Client) Share the final template for any consent forms the respondents have to sign before the interviews* (Discuss does not create consent forms)
(Client or Moderator) Raise an alert to our project manager in case of:
- Recruitment issues
- Technical issues
- Moderator or translator quality issues

PLEASE NOTE:

❏ Items marked with * are all paid services and will have costs added to the quote

❏ Changes with less than 24hr notice (new sessions/respondents, rescheduling respondents)

Discuss.io is responsible for booking new sessions and sharing links.

❏ Any session with a no-show or rescheduled/canceled with less than or greater than 24 h notice

will be charged a cancelation fee based on the (Cancellation Policy).