Selected Recent Projects
- Year-3 replication of revenue tracking among companies marketing specialized fire prevention and extinguishing equipment and services. (2022)
- Online survey among 600 subscribers to a broadcast and Internet news and entertainment outlet measuring their demographics and eligibility for a potential change in occupation. (2022)
- Online survey among 300 small business owners and health plan decision-makers in a Northeastern state on the relationship between business or professional association membership and selection of an employee group health plan. (2022)
- Group depth interviews and companion surveys among talent acquisition, training and development, change maker and project management professionals on the role of “power skills” in career development (with a partner consultancy; 2022).
- Twelve in-depth interviews with Chief Transformation Officers in large global organizations on the types of expertise needed for this newer C-level position (with a partner consultancy; 2021).
- Average annual revenue tracking and equipment category projections for members of an association providing high-tech safety solutions for facilities. (2021)
- Comparative test of SiriusXM commercials for a premium residential services franchise operator. (2021)
- 1,200 small-company executive interviews on group health plans in a densely populated and highly competitive Northeastern state. (2021)
- S Florida country club members on strategies for maintaining competitive positioning of its golf course and associated club facilities and member benefits. (2021)
- Replication of a two-year-old awareness study among Canadian homeowners regarding post-disaster residential restoration contractors, with 1,000+ online interviews completed in English and French. (2021)
- Replication of a customer satisfaction survey among 3,000+ certified and prospective U.S. fire investigators on a federally funded online learning platform. (2021)
- 3,000+ online self-administered interviews among managers in eight global regions in support of the sponsor’s thought leadership communications for the project management community. (2020; with a partner consultancy)
- Survey among high-net worth customers and prospects of a boutique financial institution measuring reactions to a proposed name change, conducted in Mid-Atlantic and Southeastern states. (2020)
- Conceptual development and national pilot survey on employee engagement among workers at large associations and non-profit organizations throughout the U.S. using factor analysis for item battery refinement. (2020; with a partner consultancy)
- In-depth interviews among PMO directors in six economically developed nations exploring the impact of the pandemic on project management activities. (2020; with a partner consultancy)
- Reactions to consumer advertising slogans + illustrated concepts for ads used by providers of a multi-faceted residential property service. Anticipated workmanship quality, believability of claims, slogan impact and likelihood of purchase consideration. Controlled presentation among 1,000+ target market homeowners with detailed comparative statistical analysis. (2019)
- Revenue + industry trends for members of an association of providers of highly specialized fire prevention equipment and systems. Annual revenue estimates and trends; factors influencing short-term demand expectations; satisfaction with services provided by the association. (2019)
- User satisfaction with a federally funded online training program for arson investigation. 1,000+ self-administered interviews: program satisfaction, suggested improvements and additions; plans to attend an annual convention, and involvement with related associations and their credentialing programs. (2019)
- Fortune Global 1000 C-level executives and PMO Directors on applications of Artificial Intelligence. 30-45-minute telephone interviews on definitions of AI, current and expected future applications, and resources required for successful implementation. Conducted in English on four continents. Digital audio recording, automated transcription + final editing and summarization. (2019; with a partner consultancy)
- Two-year replication of a survey among members of an upscale Florida gated community with focus on vehicle-related policies, POA board performance, and strategic planning issues in a community with older (1970-80s) housing. (2019)
- Design of a conjoint measurement survey to assess the relative value of certification exam preparation feature bundles and related certification procedures among global mid- and upper-level managers in a technical field. (2019; with a partner consultancy)
- N=1,000 online survey of homeowners in nine major Canadian provinces on awareness and perceptions of ten residential construction contractors and their advertising, fielded in both English and French. (2018)
- 40+ individual depth interviews (IDIs) among Fortune 1000 C-level executives, hiring and training directors and Project Management Office directors on a proposed career development scheme for professional project managers, with digital audio recording and AI-aided interview transcription. (2018; with a partner consultancy).
- N=300 online national survey among a random sample of buyers of a $3,000+ luxury household furnishing on product selection, satisfaction, market share and product improvements sought. (2018)
- N=500+ online interviews among Project Management Office directors in 56 developed and developing countries on the impact of disruptive technologies on PMO practices, including increased responsibilities for organization strategy development and implementation, and implications for the future direction of the largest global association of project managers. (2018; with a partner consultancy).
- One-year updating of awareness and customer satisfaction metrics for a 20-unit automotive services chain in the Carolinas. (2018)
- N=150+ online surveys among homeowners in separate Southeastern and Mid-Atlantic markets on residential services contractor awareness, reputation, and advertising slogan recall and impact. (2018)
- Replicated a biennial customer satisfaction survey for a super-regional commercial lines insurance company by combining conventional performance and VOC metrics. (2018)
- In-depth telephone IDIs among Fortune 1000 C-level executives on disruptive technologies using automated recruiting and transcription to support white papers by the sponsor. In association with a partner firm. (2018)
- Assessed interest in increased street lights and related lighting issues among property owners in an upscale Florida gated community. (2018)
- Measured multiple levels of brand and advertising awareness for a property restoration services contractor in Midwest, Southeast and Mid-Atlantic markets. (2018)
- Online interviews among non-renewing former customers of a home warranty contract provider exploring reasons for cancellation. (2018)
- Assisted a global provider of on-site transportation equipment and service with design and training for a multi-market in-depth VOC personal interview study. (2018)
- Assist a regional workers’ compensation insurance carrier with item wording, administration and validity / reliability of a generic diagnostic employee safety perceptions survey program (2017)
- Focus groups and survey for a SE state DOT and its principal contractor on marketing strategy for congestive toll express lanes on a high-traffic interstate used by commuters (2017)
- N=1,000 survey of brand and advertising awareness for residential services franchise contractor in 50+ N American markets to quantify the relationship between local market ad spend and its impact vs. marketplace performance (2017)
- N=400+ online survey among residents of an upscale S Florida gated community with focus on POA priorities and its coordination with an onsite private country club (2017)
- Monadic test of four PSA executions among younger male drivers for the Attorney General’s office of a Mid-Atlantic state and its communications agency (2017)
- Assisted a Fortune 100 telecommunications leader with questionnaire design and statistical interpretation of a customer survey on pricing options for a product line accessory (2017)
- Online motorist survey comparing three automobile service chains in a major SE market (2017)
- Best practices national survey among N=240 public entity risk managers, sponsored by their professional association and a leading TPA and risk management company (2017)
- Field test of recruitment email copy for personal interviews with Fortune 1000 C-suite executives (2016)
- Customer satisfaction survey for a top-50 Midwestern commercial lines insurance company with blue chip clients (2016)
- Eight 2-hour focus groups with consumers and small business decision-makers on group and individual health plans in a major Mid-Atlantic market (2016)
- 500+ interviews testing a TV campaign for a homeowner service against three competitors, measuring attribute communication, liking and before/after exposure purchase intent (2016)
- Market test of names for a satellite primary + specialist healthcare facility in an under-served lower-income community (2016)
- Fortune 500 C-level executive IDIs with automated recruiting, MP3 recording and transcription (with a partner consultant) (2016)
Jim has worked for PNC Financial, Wells Fargo and Citibank. In consumer products, for Campbell’s Soup, Kimberly-Clark, Herr Foods, Giorgio Foods and Kiwi Brands; in food retailing, for Albertsons (Acme Markets) and Wakefern Food Corp (ShopRite); in insurance, for Cigna, Prudential and Old Republic; in resorts, for The Greenbrier; in communications, for Time Warner Cable, Verizon, Comcast and Sprint, in healthcare, for Hershey Medical Center/Penn State, Crozer Health, Penn Medicine and Thomas Jefferson University; and for the Council of Better Business Bureaus. He is an elected voluntary member of the Board of Directors of the BBB of Metro Washington DC and Eastern Pennsylvania.
“It is with words as with sunbeams — the more they are condensed, the deeper they burn.”
Robert Southey
Thanks, Phil Wagner
