Professional Documents
Culture Documents
Research Proposal
Prepared for: Derek Brai nard
Prepared by : Publi c Rela tions Research Team
October 17th, 2016
Publi c Rela tions Research Team Syracuse Uni versi ty
S i n c e re l y ,
Lai Ran
Publi c Rela tions Research Team Syracuse Uni versi ty
I n c re a s i n g a t t e n d a n c e f o r o n e - o n - o n e f i n a n c i a l c o a c h i n g
a t S y ra c u s e U n i v e rs i t y
Ta b l e o f c o n t e n t s
I.Executive Summary ---------------------- 1
II. Introduction---------------------------- 3
i.Research questions/ Public----------------3
i i . L i t e ra t u re re v i e w - - - - - - - - - - - - - - - - - - - - - - - - 4
III. Methods- -------------------------------7
i. Samples or subjects----------------------7
ii. Data collection--------------------------10
iii.Analysis techniques----------------------12
IV.Timetable------------------------------- 13
i. Intervi ew and da ta collection--------------13
ii.Report wri ti ng---------------------------13
V.Budget-----------------------------------13
VI.Findings---------------------------------14
VII.Limi tations------------------------------19
VIII.Recommendations----------------------- 20
IX. Appendices----------------------------- 22
i.Measuri ng i nstrument ---------------------22
i i . B i o g ra p h i e s o f re s e a r c h e rs - - - - - - - - - - - - - - - - 24
i i i . R e f e re n c e - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2 6
Publi c Rela tions Research Team Syracuse Uni versi ty
Executi ve Su mmary
Right now you have a great program to offer, the one-on-one coaching.
This is a wonderful program however, not many people have taken advantage
of this tool. We are here to try and figure out a way to get more people through
your door. You are in the process of training five new coaches, and you do not
want them to be bored waiting around for people to set up an appointment.
Instead you would like a calendar that is fully booked. We are here to help you
achieve that goal.
Through our initial research, we have found that it is hard to start a new
program and have it hit the ground running. However, with strategic planning
and figuring out what the students need, I think you will be able to set and
meet your goals. In todays world, students have so many things going on, and
for them to take time out of their day for a program they must feel as though it
is essential for their lives. We need to figure out a way to show them the impor-
tance of your service and have them eager to sign up for your coaching.
In order for us you to be successful, we need to figure out the best way to
reach the students. We need to understand how they think about their financ-
es, and about how they spend their time. We want to see if they believe that
this service is of any value to them. From our side of things, we know that it is,
however we need to make sure they see the advantages of going to these
sessions. Again, what is important to them? Why should they go? Once we
figure out what they want to know theyll be getting, we then have to figure out
a way to spread the word about your coaching sessions. We need to know
what the best way to reach them is, how many times they need to see it, and
what would convince them to come.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Executi ve Su mmary
With our help and our research, we have the opportunity to double if not
triple the amount of people you see through your doors. We will help you and
your staff get and maintain members of the Syracuse University community
making their lives, and your jobs much better.
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Introduction
For this study we will be focusing on how to increase the number of under-
graduate students who attend the the one-on-one coaching sessions that the
Office of Financial Literacy provides. In order to do this we are going to have
to do in-depth interviews with three groups of people. One group of students
who have used this service, and another of people who have heard about it
but have not gone, and third, who have never heard of it. For the first group we
will ask questions like, what inspired you to go to these sessions, what did you
gain from going, do you think others should attend? From their answers we will
be able to deduct what students find most important about this program. From
there we will know what you are doing correctly and what is working. For group
two, we will ask them questions like, where did you hear about this service,
what has kept you from going, do you think they have information that would
be helpful to you, and do you attend on ever going to these sessions? These
answers will help us determine what needs to be done to attract more stu-
dents.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Introduction
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Publi c Rela tions Research Team Syracuse Uni versi ty
Introduction
The results showed that the attendance rate among the 108 stakeholders
selected to receive the phone call was higher than among the 169 stakehold-
ers in the control group (8.3 percent versus 4.7 percent). Again we can use
this in a similar way that we used to text messaging. With yearly reminders to
attend the coaching sessions we expect that we will increase the attendance
rate.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Introduction
In conclusion we have found that using emails, text messages, phone calls,
incentives and telephone reminders would have a positive effect on increasing
attendance. The weakness of this research is the methods we found were
proved to be effective in various circumstances. The methods that found an
increase in attendance are from different types of studies.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Methods
Sample or Subjects
Five to eight participants who have done the one-on-one coaching will be
selected by email request. We will also walk around and interview strangers
who have never heard of this service. Test emails that have already been sent
to those 25 students from the financial literacy coordinator is as follows:
Hello,
This is a quick request to help out the Office of Financial Literacy in spreading
our message to the campus on a larger scale.
A graduate level research class at Newhouse has taken us on as a client and
would like to design a campaign to raise awareness about the coaching ser-
vice! If you have done a one-on-one coaching session this semester, and
would be open to talking with one of the researchers, please email Eve at:
Four students answered our email and held an interview. They consist of a
magazine student at S.I. Newhouse School of Public Communications, gradu-
ate assistant of department of research and scholarship at Syracuse University
Libraries, and graduate assistant of office of student activities at Schine Stu-
dent Center and an undergraduate student. Since this research is focused on
how to increase undergraduates attendance, two graduate assistants are not
as much representative as they could be. Incentives were applied to attract
more undergraduate participants.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Methods
Sample or Subjects
Ten participants who have heard about it but have not been to the office
yet were selected by random after workshop held by the Financial Literacy
Office. We went to the Money 101 Workshop in 500 Hall of Languages on
October 25 at 4 p.m. The conversation focused on undergraduates and
started with the interviewees permission. Students were asked if it was the first
time that they heard about financial literacy. If it was not the first time, further
discussion about why they have not decided to participate will be conducted.
Then research group conducted random interviews around the undergraduate
buildings. The interview was started with three questions, Are you an under-
graduate student? Have you ever heard about Syracuse Financial Literacy?
And have you ever participated one-on-one coaching?
Four students were interviewed who had never of the office. We told
them about it and asked what they thought. This will help us understand what
could happen if the word gets out there.
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Methods
Da ta Collection
For the second group, the reason why they did not go and whether they
plan to go is more important. By asking whether they think the majority of
people will leave school with debt, we got a general idea of their financial
situation. That enables us to determine whether it is because of their no need
of financial worries or because of the unappealing content.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Methods
Da ta Collection
In terms of managing the data, we applied field editing to make sure our
notes make sense in relation to the study questions. Comments and observa-
tions made during the interview were also added or clarified. Before leaving
the field, we completed a short summaries of the discussion, ensuring that any
additional notes on the interview are included.
For the last group, people who have never heard about, we told them
about the service and asked them if they feel as though they would use this
service.
In the end because we did not know if we were going to get enough
participates. We conducted a short survey to ask people who went to the
program for feedback, as they think it will be helpful in the future.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Methods
Analysi s Techniques
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Publi c Rela tions Research Team Syracuse Uni versi ty
Ti meta ble
Report wri ti ng
After we have data in our hands, we can start writing the report. It will take 2
days for us to write it.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Budgtet
We did not need a budget. We did use T-shirts, but they did not cost
money.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Fi ndi ngs
1. How long was your meeting? Did you think that was enough time or was it to
short?
For the meeting time, all four people said that their meeting time was individu-
alized and they really felt comfortable with it. The times ranged from 30 min-
utes to 45 minutes and all students felt like they left with their questions
answers.
All of these students heard about the one-on-one coaching from attending
previous events. Each student who talked to us said that they either attended a
seminar and heard about the coaching, or they went to a panel discussion.
One mentioned that the coaches were nice and there was free food in that
event he attended.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Fi ndi ngs
4. What were your expectations from going to this program and did it meet
those expectations?
All of the students said that their expectations were met and some. Each stu-
dent had an idea of what they wanted to talk about, however when it came
down to it they ended up learning even more than they thought.
All four students liked if not loved it. They thought that it was an amazing ser-
vice that really put them on the right path.
6. Do you feel like you gained important knowledge about your financial situa-
tion from them? What was most helpful?
Yes, each student could not say enough about how impressed they were. One
of the participants said that he doesnt feel like he needs to go back because
he gained so much knowledge he will not need any further assistance.
All four students said that they would recommend this to anyone who has the
opportunity. One person had recommended it to several friends and only one
of them seemed interesting.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Fi ndi ngs
8. Would you continue to have a long consulting relationship with your coach?
This was a toss up. Two of the participants said that they would go again to
gain further knowledge but the other two said that they got everything that they
needed from one session.
9. Was there any information that you wish you had received that you didnt
get?
Each participant said that they received far more information than they
thought. The only thing they could have added is any potential services that he
could contact in the future after he graduates. He wanted to find resources like
this out of school.
Questionnaire for people who know a bout the servi ce but have not gone
and peopleand people who have never heard a bout i t unti l now and wi ll not go.
1. Do you think the majority of people will leave school with debt?
Almost everyone said that they thought most people in school were in debt
however, some stated that they were not in this predicament.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Fi ndi ngs
Questionnaire for people who know a bout the servi ce but have not gone
and people and people who have never heard a bout i t unti l now and wi ll not go.
Either a Money 101 session or from us telling them about it. Many feel as
though the word is not well spread.
Almost all people said that they thought that they helped with loans, only three
others told us about other financial assistant skills.
Most of these people who have decided that they do not need to go were
either freshmen who did not think it was relevant or people who did not seem
like they needed help with their financial situations. Many said that they do not
think finances is something that they need to worry about.
For this question, most of these people said nothing would make them go.
Others said that they will go when they feel it's relevant.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Fi ndi ngs
Questionnaire for people who just found out a bout the servi ce and
plan to a ttend i n future.
Most people said that they would expect help with loans as well as help with
budgeting and figuring out how to handle money in the real world
Most people who have not gone say that they do not think it is relevant for their
near future. Many think that they do not need to start now and instead say that
they will attend later in their college career.
3.Whats the first thing you think about when you hear Financial Literacy?
Most people said that it sounded intimidating and like something that would be
over their heads. Some people thought it had to do with taxes or governments.
It did not seem at first like something they would be interested in.
4. Do you think that the majority of people will leave school with debt?
Almost everyone said yes, even though it was not their case.
Most people said that they would want help understanding their loans and
budget after college.
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Fi ndi ngs
Inforgraphi c
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Publi c Rela tions Research Team Syracuse Uni versi ty
Li mi ta tions
For this project, there were a few limitations in our research. First off, it
was extremely hard to get people to do an in-depth interview. Many people did
not reply to the email and others just simply would not do it. A challenge that
we had was that the incentive was not enticing enough. We decided to go to
the library and ask strangers about the Financial Literacy Office. The problem
with this is that we are not sure what we are going to get. It was extremely hard
to find anyone who had taken advantage of this program. Another limitation
that we had is that the one-on-one coaching program is a young program so
not many people have heard about it. Besides this there were not many limita-
tions that we had.
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Publi c Rela tions Research Team Syracuse Uni versi ty
In order to get people to change their mindsets, you have to rethink how
you are presenting this program to the students. So many people spoke of
how they do not feel as though it would be worth their time. Many of them have
never had to deal with finances and they do not know how hard it is going to
be when they get out of school. We need to find a way to make people under-
stand what it is you do as well as how you can help them. Several people said
that then they heard Financial Literacy Office that it did not seem like some-
thing they needed. Many said that it sounded like taxes or financial aspects
that they would not have to deal with. We suggest changing your name to
something more approachable.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Lastly we would like to suggest over time making this a mandatory assign-
ment that freshmen have to take as well as a reminder course junior year. This
would be an amazing help in order to get the word out there and if it were to
be mandatory more people would go to the coaching. This would also
increase the amount of people who attended one-on-one coaching which
would in turn increase mouth-to-mouth communication.
Overall, we think that you have a wonderful and helpful service that is
simply just under-advertised. People who have never been dont seem to be
attracted to the program by your current marketing, and we feel that if you
come up with a creative way to get the word out, your office will show much
greater results. On behalf of the student population we would like to thank you
for your work, and we hope to see your numbers increase as soon as possible.
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Appendi ces
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Appendi ces
Questionnaire for
people who know about the service
but have not gone and who have never heard about it.
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Appendi ces
Biographi es of researchers
Jiangyifan (Eve) Ke studies public relations at the at the S.I. Newhouse School
of Public Communications at Syracuse University. She is originally from China,
and used to work as marketing manager for ChuangYu Campus Advertising
Agency in Yantai. Now she is the social media coordinator of China Develop-
ment Student Think Tank. As a future public relations professional, her passion
is to help clients build their positive branding image. In her spare time, she
plays badminton and takes Jazz class.
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Publi c Rela tions Research Team Syracuse Uni versi ty
Appendi ces
Biographi es of researchers
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Appendi ces
References
Hock, S. & Anderson, S. & Potoski, M. (2013). Invitation Phone Calls Increase
Attendance at Civic Meetings: Evidence from a Field Experiment. Public Ad-
ministration Review, 73(2), 221 228.
Wilder, David. (2001). "The Use of Random Extra Credit Quizzes to Increase
Student Attendance." Journal of Instructional Psychology, 28(2), 117.
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