📋 Facilitating and Moderating SayPro Monthly Research Focus Groups
Lead: SayPro Product Testing and Feedback Research Office
Governed by: SayPro Research Royalty
Purpose: To gather structured, qualitative insights from users, employees, and partners to inform SayPro’s service improvement and innovation roadmap.
🧭 1. Planning & Preparation
Key Tasks:
- Define the monthly research focus theme (e.g., digital access, mobile usability, service trust).
- Select representative participants (users, staff, testers, partners).
- Prepare a standardized discussion guide aligned with SCRR themes.
- Assign roles: Lead Moderator, Co-Moderator, Notetaker, and Tech Support.
Tools to Use:
- SayPro Focus Group Agenda Template
- SayPro Confidentiality Agreement Template
- SayPro Participant Consent Form
- Recording & transcription tools (Zoom, Otter, SayPro Transcription App)
🗣️ 2. Moderation & Facilitation Techniques
Best Practices:
- Welcome participants warmly and explain the session’s purpose and structure.
- Set clear ground rules: confidentiality, respect, turn-taking, no right/wrong answers.
- Use open-ended questions:
- “Can you describe a time when…”
- “What frustrates you most about…”
- “How would you improve…”
- Use probes to go deeper: “Can you explain that further?” “What makes you feel that way?”
- Ensure diverse voices: Rotate participation, check in with quiet members.
- Manage time carefully: stick to agenda but allow flexibility for strong insights.
- Record and flag emotional responses, recurring themes, and strong opinions.
📝 3. Data Collection & Documentation
Deliverables:
- SayPro Research Data Collection Sheet
- Summary notes highlighting:
- Key phrases and direct quotes
- Emerging themes and group consensus
- Outliers and new questions
- SayPro Participant Feedback Form (to assess session experience)
Optional Enhancements:
- Visual mind maps during the session
- Immediate post-session survey for sentiment scoring
📊 4. Analysis & Reporting
Steps to Follow:
- Transcribe recordings and identify thematic clusters.
- Code responses into categories: positive, negative, suggestions, confusion, innovation.
- Highlight Top 5 actionable insights with supporting quotes.
Output Format:
- SayPro Monthly Focus Group Summary Report
- Contribution to SayPro Monthly SCRR Report
- Dashboards for department heads
🔄 5. Follow-Up & Feedback Loop
Key Actions:
- Share findings with participants (transparency builds trust).
- Inform product/service owners of suggested changes.
- Schedule a review session after 2–3 months to assess action implementation.
- Archive all session data in the SayPro Research Repository.
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