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LEARNING ABOUT AUDIENCES

By Alan S. Brown and Laura Sankey

 

We thought it only fair to warn you right away: this is going to be an article about research.  (You cringe.)  It’s not the sexiest of topics, we know.  (Your past experiences with research pass through your mind.  You recall audience surveys administered by your own staff, collected and still sitting in a pile somewhere in your offices waiting to be tabulated.  Or perhaps a pro-bono study conducted by a local research firm.  After the hours spent helping these people understand the complexities of your product and your market place, you sat through the presentation and thought to yourself “but I already knew that!”) 

 

You may not realize it, but you conduct research more frequently than you realize.  Most likely, you already depend on research to help you make decisions on a daily basis.  Do you not attend every performance and eagerly scan the audience looking for new and different faces, trying to determine subtle changes in the demographic make-up?  At intermission and after a performance, do you not stand in the lobby talking to patrons, asking how they like the program (or receiving such opinions unsolicited)?  Whether you realize it or not, all these pieces of information which you collect become data points which you synthesize, analyze, and process when you make decisions about programming or marketing strategies.

 

This type of “intuitive” research is routine in the not-for-profit arts industry.  In addition to gathering data informally, you might also attend conferences, listen to your peers, read trade publications, and – perhaps – consult a magic crystal ball from time to time.  These kinds of research activities are critical to your decision-making and help you feel connected to your customers and to the field.  However, this type of informal research, while cost effective, lack the rigor and reliability to allow you to make generalizations about your customer base with confidence.

 

Until recently, arts organizations were able to successfully market and sell programs and retain customers without needing to conduct formal research.  Because markets were growing and entertainment choices were limited, institutions attracted audiences simply by opening their doors.  In this environment, a standard model for marketing programs was developed several decades ago and replicated in organizations across the country in all of the performing arts disciplines.  You know this model: using direct marketing, sell subscription packages for programs months away; allow single ticket sales closer to event date; convert single ticket buyers into subscribers; repeat.  For many, many years, that model worked extremely well.  In the late 1980’s, however, buying patterns across the country began to change.  With increasing momentum, subscription bases began to decline, ticket purchases were made closer and closer to the day of the event, and competition for entertainment dollars, time, and marketing messages intensified.  All of a sudden, the traditional sales model was no longer relevant and this sea change took nearly everyone by surprise.

 

Throughout this article, we will describe and illustrate different examples and applications of research on audiences.  We recognize that every organization is different in terms of their information needs, marketing strategies, and data resources.  It is not our intention to suggest that all research is appropriate for all types of companies, but rather to recommend ways that research can help you to remove the guesswork from your decision-making.  Of course, research will never tell you how to choreograph a ballet, design a set, or supplant the artistic process in any way, however its ability to identify market trends is invaluable.

 

Why Research?

 

Research – good research – can be a remarkable tool for arts organizations.  If conceived, designed, implemented, and analyzed in a thoughtful and rigorous way, research can help to shed light on many of the complexities involved in presenting performances in today’s complex market place.  Just as you value professional development provides opportunities for you and your staff to learn new techniques, strategies, and management skills, research is a means to learn about your audience and your market and to expand your abilities as a manager.

 

In the cultural world, the questions we seek to answer are fairly narrow in scope:

Who is in the audience?
What do they “look” like?
How did they come to be here?
Why are they here?
What are they looking for?
How can we get them to attend more often?
Who is not here?
Why aren’t they here?

 

There is a range of options as to how you go about answering these questions, depending on the complexity of the question.  Simple descriptive characteristics (demographics, geographics, and basic purchase behavior) are relatively easy to gather.  Often, you can turn to secondary data gathered by a third party to help you get some of this data. 

 

Questions about attitudes and values, relationships to institutions and art forms, and motivations and barriers to attendance, on the other hand, are more complex and require more complicated research methods.  To answer these questions, research must ask the questions directly and seek to “get inside” the heads of both attenders and non-attenders, which can be a formidable challenge in terms of both scope and cost.

 

There are a variety of research tools available to managers seeking to learn more about their audiences and to answer these questions.  The “tool kit” for a cultural organization includes a both secondary and primary research methodologies.

 

Secondary Research

 

Within your own organization, you collect a great deal of data in your customer database.  Many organizations do not utilize this data to its full applicability.  An analysis of your database is the first place you can turn to study trends in the buyer behavior of your customers.  Your database should be able to quickly and easily inform you about customer buying patterns, giving patterns, and subscriber renewal patterns. 

 

Additionally, there is an increasingly-large body of compiled data gathered by independent companies on the American public.  This data is available for purchase and use.  For arts organizations, the most common application of using secondary research is to study the characteristics of a market through mapping and demographic reports.  Recently, a large ballet company in the Midwest went through the process of having their Nutcracker ticket buyers mapped separately from their regular ticket buyers.  The exercise illustrated the geographical differences between each group of customers and highlighted ZIP Codes to be targeted in direct marketing efforts.

 

Another application of secondary data is through mailing list enhancement and modeling.  Simply put, this procedure matches each record in your customer database with collected information from any number of clearinghouses.  The results are returned to you in an aggregated format (in other words, you get the characteristics of your entire customer file or sub-groups, but not the characteristics on individual customers).  This data which is appended to your customer data file is collected from a variety of sources, including, warranty cards, auto registrations, National Change of Address, and Census data.  Many organizations use data file analysis to refine mailing list purchases and to identify target ZIP Codes and demographic segments. 

 

The benefit to secondary research is cost effectiveness – any time you use data gathered by another party, you save money.  The trade off comes from the fact that you are using data compiled by third parties.  As such, it is never as reliable as if you had gone out and collected the data yourself.  To increase your level of reliability, you need to turn to primary research methodologies.

 

Primary Research

 

You conduct primary research any time you gather new data for a specific project, to be analyzed and used by you (of course, if you were to turn around the make the data available to other parties, they would be using secondary data).  Many types of common research studies fall under the category of primary research.  There are, however, some more common applications of primary research techniques in the cultural sector.  Examples of these include in-audience surveys, mail-back surveys, telephone surveys, and focus groups.

 

Arts organizations typically use primary audience research to paint a picture of their customer base.  Short surveys, particularly in-audience and telephone surveys, are good tools for gathering a small amount of information (e.g. demographics, decision-making patterns, etc.).  Mail-back surveys are used to extract a greater depth of information from your customers (program preferences, cultural attendance patterns, attitudes) because respondents complete these surveys in their homes when they have more time.

 

Focus groups are the most qualitative of research methodologies, consisting of in-depth, structured discussions with participants.  Focus groups are excellent ways to test new product ideas and new marketing materials.  Perhaps most beneficial, they allow you to listen to your constituents discuss your organization and the art form in their terms.  For example, through focus group research, a ballet company in the South discovered, much to their chagrin, that the image they were using in their Nutcracker marketing materials was frightening to small children.

 

There is also a body of primary research that seeks to learn about the characteristics and leisure patterns of people who do not attend cultural activities.  Focus groups with non-attenders of a particular cultural organization (but attenders of other cultural organizations) can help identify barriers to attendance. 

 

Finally, it is important for organizations to conduct public telephone surveys every several years to ascertain marketing patterns, general market awareness, and community-wide arts participation.  These types of studies are frequently undertaken in conjunction with community-wide planning efforts (either for new performing arts facilities or for cultural plans).  Though costly, these types of project lend themselves to collaboration among many different groups.

 

No matter what type of research you conduct, whether it is sitting down with a report from your database or designing a community-wide arts participation survey, you need to have clearly-defined research goals.  To get the maximum value from your research effort, it is imperative that you establish a set of research questions before you begin any method of data gathering. 

 

Successful Research Strategies

 

In our own experience, we have worked with a number of presenters and producers that have begun to use research to rethink their approach to their customers. 

 

Within the dance field, organizations are beginning to explore the unique relationship between audiences and the art form.  Dance St. Louis, a presenter of a dance series in two venues in the city, recently conducted four focus groups, an in-audience survey, and a file analysis.  The survey provided the organization with demographic data on their audience and a profile of relationships with other St. Louis cultural organizations as well as some additional data on sources of information and media preferences.  The file analysis was used to highlight differences in the geographic and demographic characteristics between the Nutcracker ticket buyers, subscribers, and single ticket buyers. 

 

While, the survey and the file analysis provided the organization with a wealth of information about their core audience, the organization wanted to learn more about the segment of their ticket buyers who had limited interaction with the organization, having never attended any performances or having only attended one performance.  The organization conducted focus groups with these groups of non-core attenders to learn about their motivations for attending dance performances, perceptions of the art form, and awareness of Dance St. Louis.

 

In the focus groups, a number of realizations were made about this elusive group of infrequent-attenders.  This segment of the audience differed from the core Dance St. Louis audience in terms of their perceptions of dance phraseology, especially in regard to classification of certain kinds of dance and dance styles.  This finding suggested that for Dance St. Louis to begin to attract this segment to their programs, marketing materials would have to be written using relevant terminology to this segment.  Another realization was in this segment’s need to see and hear upcoming programs in order to evaluate the appeal of a company – many of these focus group participants had attended a Dance St. Louis event which had received an unusual amount of television coverage and promotion.

 

Dance St. Louis continues to analyze the data gathered through the audience research and contrast it to the learning accomplished in the focus groups.  The organization is in an ongoing process of implementing and evaluating new marketing initiatives designed to attract and retain customers who may fit the profile of dance attenders, but who have no established relationship with the organization.  As Laura Burkhart, the Director of Marketing and Operations, stated, “research of this nature yields an immense amount of information.  We continually refer back to the data and are still in the process of investigating new strategies.  There is a tremendous amount of learning that happens in a project such as this.”

 

Although each organization and its market are unique, there is tremendous benefit to be gained from sharing the results of research between peer organizations.  In many cases, there are parallels in consumer behavior, similarities in attitudes towards the arts, and shared patterns in barriers to increased attendance. 

 

These examples notwithstanding, the not-for-profit arts sector lags far behind other industries in its research efforts.  Neither individual organizations nor the industry as a whole have integrated research into their business decisions or policy-making.  Often, decisions are made without adequate data, new marketing strategies are implemented without testing (or not developed at all), and signs of changes in the market place are gone unnoticed and take managers by surprise.

 

What Research Is Right For You?

 

In a perfect world, arts organizations would be integrating ongoing research into their marketing activities, rotating methodologies from year to year.  Although every organization will have different needs and research requirements, we might recommend the following, multi-year research plan for a dance company in a major metropolitan area:

 

Year 1 – base line audience survey to establish demographics, sources of information, basic purchase behavior, attendance at competing cultural institutions; customer data file analysis

Year 2 – focus groups (single ticket buyers, subscribers, and lapsed ticket buyers); community-wide telephone survey

Year 3 – repeat file analysis

Year 4 – optional focus groups (test marketing materials, new program development)

Year 5 – repeat audience survey

 

The tasks in Year 1 – audience survey and file analysis – are usually the first tasks recommended to organizations new to research.  Results from these tasks are generally not surprising, but provide the organizational leadership with a common starting point from which to discuss larger organizational issues.  By its qualitative nature, focus groups often yield results which generate much discussion on programs and marketing strategies.  The development and implementation of new strategies can be tested and refined in further focus groups.  Community-wide surveys should be conducted to measure public awareness, involvement, and behaviors.  Finally, every several years, base-line research should be replicated to identify trends in your audience and in the marketplace. 

 

However, conducting research is not simply a matter of following a formula or a calendar.  The research you conduct needs to relate to your research goals, the questions you’re asking, and the initiatives you’re evaluating (for example, measuring the impact of a new marketing campaign).  Organizations should seek to develop a tailored plan for research to address their unique needs.

 

While we should qualify that each organization will need to find their own comfort level in terms of resources, energy, and time devoted to research, the overall goal is to establish a continuous, proactive learning process. 

 

Industry-Wide Strategies

 

As important is it is for individual organizations to begin to integrate research into their marketing and strategic decision-making, it is equally important for research to be occurring at a more macro level.  It is imperative that the industry, as a whole, undertake research initiatives to systematically study arts audiences across America as well as the organizations which provide live programs for these audiences.  This type of “meta research” has long been standard in other types of industries, especially commercial industries, industries where transactions are large (i.e. finance and banking), and industries where competition is high.

 

We are able to cite some examples of industry-wide research: 

 

A major national foundation has, for the past six years, has continued a multi-methodology research project on theatre audiences in conjunction with the evaluation process of its theatre granting program.  This project entailed in-audience surveys at 42 theatres across the country for several years, community-wide telephone surveys in selected cities, focus groups in targeted communities, and organizational assessments.

 

A national service organization, Opera America, spearheaded a project in 1996 to study opera audiences nationwide.  In many cities across the country, focus group discussions with new opera-goers were recruited in an effort to identify pre-conceptions of non-aficionados in attending opera as well as the circumstances surrounding first-time attendance.

 

The National Endowment for the Arts has administered the Survey of Public Participation in the Arts since 1982.  Updated every five years, this survey strives to monitor arts participation in a wide variety of disciplines and types of programs and to track changes in participation over time. While the National Endowment for the Arts is a logical place for systematic research at the national level on the entire specter of arts participation in America, service organizations may be the most logical place for such research to take place on specific disciplines. 

 

Future Directions for Research

 

Following the recent meeting of the National Task Force on Dance Audiences, the dance field, in particular, is primed to take on the challenge of establishing rigorous protocols of studying dance audiences.  As the dance world has begun to grapple with the difficult issues of the future of the art form on an industry-wide level, it is at the national level where it is appropriate to begin to ask the difficult questions.  There are a number of future research imperatives which the dance field could choose to adopt.  They include the following:

 

·         Create a leadership structure to guide the dance field through a long-term learning process.  There are a number of decisions to be made in any research process.  A discipline-wide research effort would best be served by a panel or steering committee of representatives of the many different types of dance in this country.  Academics and professional researchers should be present to guide the process.  Leaders from all segments of the dance field as well as from other fields should be drawn upon to set a course of action which could then be used as a model for other disciplines.

 

·         Establish better quantitative measures.  The vast majority of arts participation research is based on recall data, not actual behavior.  Currently, the best method to track attendance data is by asking people to recall their performance over a specific time period – usually within the past 12 months.  The industry should strive to establish a monitoring system which tracks arts participation on an ongoing basis.  On any given day, we should be able to cite the previous night’s attendance at the theatre last night, the ballet, the symphony, etc.  Until arts participation is being monitored effectively (and reconciled with ticket data from venues and facilities), any measure of the total impact of the arts in America requires a fairly substantial statistical leap of faith.

 

·         Establish better qualitative measures.  At the same time, there needs to be a systematic approach to measure the difficult aspects of arts participation: attitudes, motivations, values, and self-image. 

 

·         Collaborate on common issues.  Again, we emphasize the need for communication and cooperation in research.  Collaborative research efforts (between a couple of organizations, throughout an entire community, or even across the nation) are ways for organizations to develop and pool resources that would not be available individually.  Much learning has come from these types of efforts.

 

For the dance field, in particular, there are some long-term research questions, which include:

 

·         How do audiences perceive the range of dance organizations and programs available to them in their market?

·         How does dance education translate into dance participation as adults?

·         What are the crossover relationships between dance and other forms of movement and physical activity?

·         What strategic challenges and opportunities does the dance field have, compared to other disciplines?

·         How is dance a portal into the arts?

 

The task involved in answering these questions is formidable.  However, for dance – as for any art form – to remain viable and relevant in an increasingly complicated and noisy market, the field must gather in a proactive learning process.

 

One Final Thought

 

From time to time, we encounter organizations seeking to learn more about their customers, yet wary of using research to make artistic and programming decisions.  Research and data will never supplant the artistic process and the need to provide challenging programming and “stretch” audiences artistically and intellection.  Our ability to understand our audiences, their buyer behavior, and the market forces which shape their entertainment needs will only enhance the vision of artists, of organizations, and the arts in America.

 

Alan S. Brown is the Director of Audience Insight LLC, the research affiliate of AMS Planning & Research Corp.; Laura Sankey is a Manager with the firm.  AMS specializes in strategic planning and facility development for arts and cultural organizations.  Audience Insight provides consumer and market research for arts and entertainment providers.  

 


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