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This presentation offers an introduction to thinking about consumer values with application for trends studies, personas, etc.
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Consumer Values – An Introduction
Chris Carbone
Social Technologies
What We’ll Cover
• What are values?
Wh d h th i k ?• Why and how we use them in our work ?
• Apply them to personasApply them to personas
© 2009 by Social Technologies, All rights reserved2
Frameworks Help Us Understand Change and the Future
Social Technologies’ “Three Worlds” Model
Failure / Disaster Major Success
st
Hig
h Tr
us
Start doing your job!
Keep up the good work.
Four Scenarios for the
owTr
ust
Stop…Now!Proceed with
caution.
Four Scenarios for the Future of Synthetic Biology
© 2009 by Social Technologies, All rights reserved3
Lo
Values Definition
ValuesValuesThe beliefs people have about what is right
d d h t i t i t t i lif and wrong and what is most important in life, which in turn guides their behavior/actions.
© 2009 by Social Technologies, All rights reserved4
Why Study and Apply Values to Consumer Insight Work?
Trends can teach us a lot, but they’re only part of the story
Need to get to the drivers
Flic
kr)
Values help you get at the “why” behind the trend
e: M
arco
Bel
lucc
i(F
y
Imag
e
© 2009 by Social Technologies, All rights reserved5
Why Study and Apply Values to Consumer Insight Work?
Studying trends is reactive—they’re are already in motionalready in motion
Values help you us F
lickr
)
Values help you anticipate long-term changes in society Im
age:
J-Co
rnel
iu
© 2009 by Social Technologies, All rights reserved6
Why Study and Apply Values to Consumer Insight Work?
tese
(Flic
kr)
Imag
e: c
orto
mal
t
Values and value shifts drive trends in society, lifestyle, technology, etc.
© 2009 by Social Technologies, All rights reserved7
lifestyle, technology, etc.
Values Change “Predictably”
The poorest people/countries are focused on survival, preserving the social/political status quo, show traditional values, and are resistant to change
Middle-income people/countries are focused on belonging; it’s about the whole, not the individual; show modern values, and embrace change that supports progress
Affluent people/countries are focused on individual freedom self-expression on individual freedom, self-expression, show postmodern values, and view change through a prism of quality of life and sustainability qual ty o l e a d susta ab l ty
© 2009 by Social Technologies, All rights reserved8Source: A Hines based on Inglehart
Values Change: Theory of Intergenerational Value Change
The formative experiences of the young differs from the old in fundamental waysdiffers from the old in fundamental ways
which leads them to develop different value priorities, namely a shift from either p , y
traditional to modern values or modern to postmodern values
© 2009 by Social Technologies, All rights reserved9Images: loc.gov, Iris Friedheim (Flickr), goforchris (Flickr).
Values Change: Follow the Rules, Achieve, and What’s It all Mean?
Achieve! What’s it all mean?
Follow the Rules
© 2009 by Social Technologies, All rights reserved10
Follow the Rules
Values Change: Evolving over Time
Sample values from Social Technologies’ 120+ value inventory, sorted by worldview.
Traditional Modern PostmodernBalance Growth SustainabilityComfort Change AppropriatenessDown-to-earth Practicality CreativityPropriety Confidence AuthenticityProtection Health Wellness / Quality of LifeReligion Secularism SpiritualityS i l i S lf iSecurity Belonging Self-expressionThrift Luxury SimplicityTradition Materialism Experiences
© 2009 by Social Technologies, All rights reserved11
Getting Beneath the Trend: User-Generated Content
User-generated content on the rise but why? the rise…but why?
Tech tells part of the story e: c
ambo
dia4
kids
org
(Flic
kr)
Tech tells part of the story
Values help round out our
Imag
e
understanding of the trend- Individualism - Self-expression Self expression - Authenticity - Sharing / Community - Discovery
© 2009 by Social Technologies, All rights reserved12
Getting Beneath the Trend: Local Food
When it’s hard to get at the ‘why’ behind the trend ‘why’ behind the trend, values can help.
Values drivers of local food…
- Authenticity - Community - Sustainability
l - Simplicity - Wellness - Security
Tradition Images: debaird (Flickr)
© 2009 by Social Technologies, All rights reserved13
- Tradition
Values Change: Some Important Emerging Postmodern Values
AuthenticityGenuine; not false or an
SimplicityDesire for less complexity
Co-CreationDesire to create augment or
Genuine; not false or an imitation
Desire for less complexity
SpiritualityDesire to create, augment, or influence design and content, and share these creations with their peers
SpiritualityInterest in the meaning and purpose of life
SustainabilityExperiencesMemorable events that engage people in a personal way
SustainabilityReducing the human footprint on the environment while maintaining quality of life
Self-ExpressionExpression or assertion of one's own personality
IndividualityBeing true to one’s unique self
© 2009 by Social Technologies, All rights reserved14
p y
Brands Serving Important Postmodern Values
AuthenticityGenuine; not false or an
SimplicityDesire for less complexity
Co-CreationDesire to create augment or
Genuine; not false or an imitation
Desire for less complexity
SpiritualityDesire to create, augment, or influence design and content, and share these creations with their peers
SpiritualityInterest in the meaning and purpose of life
SustainabilityExperiencesMemorable events that engage people in a personal way
SustainabilityReducing the human footprint on the environment while maintaining quality of life
Self-ExpressionExpression or assertion of one's own personality
IndividualityBeing true to one’s unique self
© 2009 by Social Technologies, All rights reserved15
p y
Applying Values
What does it look like when we apply values to What does it look like when we apply values to our work?
We apply it to• trend studies
s i s• scenarios• personas
Communicating consumer needs and motivations is another great benefit of using values.
© 2009 by Social Technologies, All rights reserved16
Bono Esque—Hear Me, Hear Me
MeaningTake Control Uniquely Generic
Bono has made the saving the environment his chief mission. Previously it was animal rights, and before that the rights of the di bl d i h l hi l i i d b hi
Bono Esque
Age: 18–21
q ,
disabled in schools. This latter mission was prompted by his brother, who has Down’s syndrome. He is not afraid to bend the rules in support of a just cause, and is sometimes viewed as self-righteous. He is happiest when he is passionately involved in something he believes in.
Ethnicity: Asian
HHI: $100,000+
Education: College
Life stage: Student
I have the power to change things I believe in… and that will make me happy
Relates to those who share his values and/or are
Values: Strong opinions, influential, friend-focused, demanding, comfortable with diversity
Relates to those who share his values and/or are advocates for the kind of things he is passionate about
Connection can be online or F2F but is to a limited group
Blogs, newsletters, protests, letters to authority/
Driving Forces: Personalization/ customization, online recognition, new identity options, new rites of passage
decision-makers
Diversity, eco-friendly, cause-related goods and services
Society's view of traditional marriage; contributes to new definition of (emerging alternative) lifestyles
Accelerators: “Have it Your Way” products and services, empowerment of younger ages
Obstacles: Lack of belonging, legalbarriers/ definitions
© 2009 by Social Technologies, All rights reserved17
new definition of (emerging alternative) lifestyles barriers/ definitions
17
Authentic Annie:Keeping it Real
Day in the Life Vignette
Annie’s friend used to think she was so
Activities
Committed Time Free timep gtrendy. They laugh about it now, buthaving kids changed her somehow. Nowit’s more about what’s not in the thingsshe buys her family than the label orlogo that the product carries.Thankfully she found a lot of “mommy
Work:
P/T at women’s health NGO
Household/family care:
At home part- time with kids thanks to job share
Learning:
Gardening course
Leisure (entertainment & recreation):
Catching up on her latest copy of Dwell or Real Thankfully she found a lot of mommy
blogs” which have given her greattips…it’s been years since she read aproduct review in the mainstreammedia. Sure, sometimes the stuff shebuys costs a little more, but that’s OK.
kids thanks to job-share
Shopping:Local and face-to-face for things that matter; online ordering of “staples”
Personal
copy of Dwell or Real Simple
Affiliation:Sierra Club, local PTA
Communications:
Facebook with friends She likes to think her choices make adifference, but she also like therecognition that her choices aredifferent…hmm…maybe she hasn’t givenup her attachment to labels and logosentirely
Personal
(biological necessities):
Uses Tom’s of Maine
Facebook with friends from the mommy blogs
entirely.
Need States• The Authenticity Premium • Au Naturale Demographics
Values• Authenticity• Experiences
Catalysts• Truth & Truthiness• Enoughness• Au Naturale
• The Simplicity Premium • Less Is More
Demographics
Sex: FemaleAge: 35Ethnicity: CaucasianHHI: $125,000
• Experiences• Appropriateness• Functionality• Design• Self-expression• Simplicity• Cool
• Enoughness• Sustainable Consumption• Living within Limits• Lifeshifting• Continuum of Ownership
© 2009 by Social Technologies, All rights reserved18Original image: djidji.perroto (Flickr)t
Education: MA, Public Health Life stage: Mid-career, early parenthood
• Sustainability
Summary
Values are the beliefs people have about what is right and wrong and what is most important in life, which in turn guides their behavior/actionsbehavior/actions.
Trends only tell us part of the story. Values provide the “why?” behind the trend and round out our understanding of the trend the trend, and round out our understanding of the trend.
Values change very slowly—intergenerational change. Global values research points to predictable, long-term changes in societies. p p , g g
Values can applied to trends, scenarios, and personas as a way to: - Enrich the analysis - Aid in communication the needs and motivations of the persona
© 2009 by Social Technologies, All rights reserved19
Contact information
Chris Carbone, Futurist
Director, Programs
+1 202 223 2801 ext. 115
© 2009 by Social Technologies, All rights reserved20