Research and consulting workflow for Tallyfy

Run focus groups that deliver useful insights

Focus groups can be gold mines of customer insight or complete wastes of time. The difference is preparation, proper facilitation, and structured analysis. This workflow guides your team from defining research objectives through actionable findings.

6 steps

Import into Tallyfy Preview steps

Management Consulting Research

Run this workflow in Tallyfy

Import this template into Tallyfy and assign your research lead to define objectives and create the discussion guide while a recruiter handles participant selection

Use Tallyfy's step-by-step guidance to recruit 6-10 participants matching your target audience, over-recruit by 20%, and build a 90-minute discussion guide with probes

Track focus group progress through facilitation to analysis in Tallyfy, ensuring findings get documented with direct participant quotes and shared with stakeholders promptly

Import this template into Tallyfy

Process steps

How to conduct a focus group

5 days from previous step

task

Here's the quick rundown for running your session. Start by thanking everyone for showing up - it sets the right tone. Then explain why you're all there and what you're hoping to learn. Walk them through how the conversation will flow so nobody feels lost. Keep things relaxed and open - people share more when they're comfortable. Kick off with a warm-up question that's easy for everyone to answer. As the discussion moves forward, make sure every voice in the room gets heard, not just the loudest ones.

Define research objectives

1 day from previous step

task

What do you actually want to learn? Get specific about the questions you need answered. Are you testing a new concept, exploring how people feel about something, or trying to understand a behavior? Write down your top three to five things you must learn from this focus group. If your objectives are vague, you'll end up with a session that doesn't give you anything useful.

Recruit participants

1 day from previous step

task

Find six to ten people who match your target audience. Screen them to make sure they've got relevant experience or opinions on your topic. Offer fair incentives - cash, gift cards, or product samples work well. Over-recruit by about 20% because some folks won't show up. A mix of viewpoints is great, but try to avoid people who already know each other - they tend to hold back.

Create discussion guide

1 day from previous step

task

Build a structured but flexible outline for the conversation. Start with easy warm-up questions, move into the real meat of your research, then wrap up with open reflection. Keep it to 90 minutes max - people's attention fades after that. Include follow-up probes for when you need to dig deeper into a response. Time each section so you don't run over.

Run the session

1 day from previous step

task

Create a comfortable space where people feel safe sharing honest opinions. Keep an eye on dominant personalities who talk too much and gently draw out the quieter folks. Stay neutral - your job's to listen, not to lead. Record the session with everyone's permission. Have a dedicated note-taker so you can stay focused on running the conversation.

Analyze and report findings

1 day from previous step

task

Go through your recordings and notes looking for themes and patterns. Pay extra attention to what surprised you - not just what confirmed what you already thought. Quote participants directly whenever you can - their exact words carry more weight than your paraphrase. Watch for gaps between what people said and what they actually meant. Wrap it up with clear findings and practical recommendations, and get the results to your stakeholders while they're still fresh.