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Advice for Establishing Research (Videoconference)
Thursday, December 8, 2022 • Advancing Research Community
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Advice for Establishing Research (Videoconference)
Speakers: Dave Hora
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Summary

As research grows its influence, organizations are increasingly aware that they need a research function. More and more of us are taking on the challenge of establishing a research practice as an organization’s first researcher. It’s a compelling challenge—it’s exciting to create something new without the baggage we’ve been saddled with elsewhere. But organizational change is hard. Among other things, first-researchers have to figure out how, piece by piece, to integrate research workflows into the organization’s current context.

Key Insights

  • Establishing research requires diagnosing organizational demand and the potential for action, not just fulfilling visible requests.

  • Shared understanding among stakeholders is often the primary impact of research work before concrete product changes occur.

  • Visual modeling tools like personas, user journeys, and Wardley maps are powerful instruments to reveal assumptions and build credibility.

  • Researchers must strategically choose where to invest effort by finding areas of coherence in an otherwise unclear or shifting organizational strategy.

  • Working closely with functions like sales and customer support can unlock valuable user insights and participant recruitment for research.

  • Broadcasting research findings through ongoing communication, such as all-hands meetings or one-on-one conversations, helps induce demand and build influence.

  • Actionability of research insights depends on the organization’s roadmap and willingness to adapt processes, which researchers should assess early.

  • Establishing research is often a slow, incremental process requiring patience and multiple small wins to build momentum and authority.

  • Researchers often wear multiple hats including diplomat, strategist, and networker, all necessary to embed research practice and influence.

  • Without clear organizational strategy, externalizing assumptions visually and asking questions can become a tool to develop shared strategic clarity.

Notable Quotes

"If it wasn’t hard, it wouldn’t be interesting."

"The first thing that we achieve is shared understanding, and then we move to product action."

"Demand alone isn’t enough; you also need action potential to make research findings worthwhile."

"You can’t just look at who wants research but how their roadmaps and processes will allow action on it."

"Visual modeling helps expose assumptions, earn trust, and is often more valuable than the research output itself."

"Talking to people, socializing your work and its outcomes, is the key to building demand for research."

"Find the highest level of coherence—the team or division that knows what it’s trying to do—and start there."

"There’s no shortcut; building research influence often means succeeding with one team and then bubbling up success gradually."

"Sales and support teams are closest to ground truth and can be powerful allies to researchers."

"Rigor and honesty in your work combined with cultivated relationships create credibility and coordinated action."

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