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    Research planning tools

    Concept & message test planner

    What should each person see—and what can the study tell you?

    Compare test designs, respondent counts, exposure coverage, and survey time. Start with the decision, then build a study specification you can review with your team.

    Plan the comparison before writing the questionnaire.

    Use up to 12 candidates and eight disjoint, equally sized audience groups. Defaults are hypothetical examples. Independent binary and mean comparisons support a power estimate; repeated exposures, choice models, interactions, and historical benchmarks need further statistical planning.

    View result

    Illustrative starting points. Replace the assumptions with your own.

    01Decision and candidates

    Excludes any control. For longer priority lists, consider MaxDiff.

    A control is an extra arm. Prespecified pairs must be named before fieldwork.

    Stimulus format and comparability

    Format does not insert an assumed duration. Enter the actual viewing allowance in the timing section.

    02Exposure and audience

    An allowance, not a claim that this many will be comfortable.

    One overall audience, or equal quota groups with no overlap.

    An editable coverage target, not a universal sample rule.

    Within-audience power can be planned for independent cells. Interaction power is not available.

    03Primary outcome and sample

    For exposure experiments, choose an outcome meaningful in the control arm too. Perceived persuasiveness alone is not incremental effect.

    04Timing and fieldwork assumptions

    Include the full video or reading allowance.

    Includes the primary outcome and selected diagnostics.

    Inflates completed interviews. Invitations, incidence, and dropout are separate.

    Timing assumptions and allocation seed

    Consent, eligibility, background questions, and closing.

    Multiplies the whole base scenario; not a confidence bound.

    Reproduces the draft template. The survey platform must randomize assignment of its rows.

    Incomplete-block sequential. 402 usable people. Coverage only; statistical adequacy unresolved.

    Suggested design · planning guidance

    Incomplete-block sequential

    A subset limits repeated work while covering the full list across people. Balance exposures and positions, then inspect pair coverage.

    402usable people · coverage plan only

    Coverage target only, rounded to complete exposure/position cycles.

    Arms in this study
    6 candidates
    Exposures per person
    3
    Evaluations per arm, overall
    201
    People in each audience
    402
    Evaluations per arm per audience
    201
    Completed interviews before quality exclusions
    447

    Statistical adequacy is unresolved

    You selected exposure coverage. No statistical sample requirement has been calculated.

    • Multiple exposures or direct choices need a repeated-response or choice model. This release does not calculate their power.

    Time from your assumptions

    7.2–10.8 minutes per person

    Viewing 1.5 · ratings 1.2 · open ends 1.5 · other 3 minutes.

    Both scenarios fit your entered time allowance. These are arithmetic scenarios; pilot actual timing. Control arms use the candidate path for budgeting.

    Compare an alternative

    Monadic: 1,200 people at 1 exposures each for the same exposure target; 4.4–6.6 minutes.

    Power is not transferred to this alternative. One stimulus per person protects isolated evaluation.

    Inputs stay in this browser. Export includes assumptions, sources, and unresolved requirements.

    Interpretation and review

    Concept ratings can guide development and comparison. Stated purchase consideration is not a sales forecast.

    • Evaluations from the same person are dependent. Fit a model that accounts for respondents and exposure order; do not treat the evaluation total as independent people.

    Large samples do not remove selection, coverage, or measurement bias.

    Calculated allocation template

    See where each candidate appears.

    Every complete cycle balances exposures and positions within each audience. The template uses 67 cycles per audience. Its pairings are measured, not optimized.

    Pairs appear together 74–85 times overall. Equal marginal exposure does not guarantee equal pair coverage or statistical efficiency.

    The CSV records how many people to assign to each ordered row. Randomize those assignments within audience in the survey platform, retain the within-row order, and replace losses within affected cells or blocks.

    Overall counts across 1 audience group
    ArmEvaluationsPosition 1Position 2Position 3
    A201676767
    B201676767
    C201676767
    D201676767
    E201676767
    F201676767
    Pair co-exposure and audience counts

    Each audience has 201 evaluations per arm, 67 in each position. Pair counts can differ between audiences; review the exported rows for an audience-specific design. Diagonal cells are not comparisons.

    People seeing each pair, overall
    ArmABCDEF
    A—8579747985
    B85—85797479
    C7985—857974
    D747985—8579
    E79747985—85
    F8579747985—

    Draft questionnaire

    Measure the decision first.

    1. Consent, eligibility, and only necessary pre-exposure measures.
    2. Assigned stimulus and the primary outcome: Purchase consideration (top two boxes).
    3. Choose diagnostics such as relevance, comprehension, credibility, uniqueness, and value when price is shown. Keep the entered 4 ratings and 1 open ends per stimulus consistent with the final questionnaire.
    4. Finish with classification questions needed for analysis.

    Draft analysis and pilot

    Check the plan before fieldwork.

    Use a repeated-response model appropriate to the outcome, including respondent dependence and exposure order. Review stimulus effects, missing ratings, and pair coverage before selecting contrasts.

    Specify the primary contrasts, exclusions, missing-response rules, and multiplicity treatment before reviewing results. The planner assumes complete usable ratings; partial records can disrupt balance.

    Pretest comprehension and device rendering. Pilot the full survey to check duration, dropout, assignment, and position counts. The allocation download is a draft specification, not a validated production randomizer.

    Discuss the study design

    Choosing a design

    Isolated ratings, relative preference, and exposure effects answer different questions.

    A design suggestion is a starting point for review. Stimulus quality, audience selection, the primary outcome, and implementation determine what a study can support.

    Concept and product testingBrand positioning and messaging
    When does one stimulus per person help?

    Monadic cells keep an evaluation separate from other candidates in the study. They are useful when first impressions, complex stimuli, or consistent benchmark conditions matter. Randomly allocate participants within each audience.

    A concurrent control is another study arm. A historical benchmark also has measurement conditions and potentially sampling uncertainty; the planner does not treat it as a known constant.

    What changes when people evaluate several candidates?

    Sequential monadic testing collects a separate evaluation after each exposure. An incomplete block shows only a subset of the list to each person. Both can reduce the people required for exposure coverage.

    Responses from one person remain dependent. Order, fatigue, and comparison with preceding candidates can matter. This release balances positions and displays pair coverage but does not calculate repeated-response power or optimize a block design.

    Does the largest score establish a winner?

    No. Specify the outcome, relevant comparisons, and a meaningful gap before fielding. For supported independent comparisons, the planner applies a two-sided test against zero with Bonferroni correction for the stated family.

    The displayed power applies to a specified pair under common assumptions. It is not the probability of ranking every candidate correctly, detecting every effect, or proving a gain beyond a business threshold. Direct choice measures relative preference in the tested set and uses a different model.

    How does a message-effect experiment differ from message ratings?

    To estimate an exposure effect, randomly assign people to a candidate message or a no/current-message control. Measure the same outcome in every arm. A question such as correct understanding of an offer can apply to both groups.

    Asking participants whether a message seems persuasive is a diagnostic rating. It does not by itself measure a change caused by exposure or predict real-market behavior.

    Can the allocation CSV go straight into fieldwork?

    It is a draft quota template. Each row gives an ordered set of arms and the number of usable participants to assign to it. Expand or implement those counts in your survey platform, randomize assignment within audience, and retain the specified within-row order.

    Validate the programming and pilot losses, missing ratings, and timing. Exposure and position totals balance exactly for complete usable records; pair totals can differ. The template is not an optimized experimental design or a tested survey randomizer.

    Methods and sources

    Separate coverage, statistical assumptions, and judgment.

    Coverage uses complete cyclic allocations. Binary power uses a normal approximation; mean power uses the shared Welch–Satterthwaite noncentral-t approximation. Timing and design suggestions are disclosed planning assumptions. Sources reviewed September 29, 2026.

    1. AAPOR: Best Practices for Survey Research

      Guidance on objectives, question order, burden, pretesting, and piloting. It supplies no universal timing or per-concept sample rule.

    2. NIST: Bonferroni’s method

      Family error control for prespecified comparisons. This planner divides alpha across the entered comparison family.

    3. Statsmodels: Power for two independent proportions

      Documents the pooled-null and unpooled-alternative normal approximation used for binary outcomes.

    4. NIST: Two-sample t-test

      Independent means and Welch–Satterthwaite degrees of freedom. Mean power reuses the site’s noncentral-t approximation.

    5. Kim & Cappella (2019): Reliable, valid and efficient evaluation of media messages

      An original message-evaluation protocol that accounts for messages and respondents. Its health-communication evidence does not define a universal commercial message score.