Boomer NextAGE
Grow your Business with
America's Wealthiest Generation
Annual Deliverables
STEP 1:
OPPORTUNITY EXPLORATION MEETING
Objective: Brainstorm the opportunity with other participating organizations to explore high-value areas of investigation.
Deliverables:
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One-on-One Executive Interviews. One-hour phone interviews conducted with executives of participating companies to identify high-priority topics for the national study.
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Opportunity Assessment. An initial 5-7 page report of the opportunity, challenges, best practices, and market trends based on secondary research and analysis.
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Opportunity Exploration Meeting. Presentation and discussion of the opportunity and areas of investigation (attend in-person or by teleconference).
Timing:
Month 1
STEP 2:
QUALITATIVE RESEARCH
Objective: Gain consumer insights and leverage expert knowledge and opinions to guide direction of the national survey.
Deliverables:
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Creation of National Expert Panel. Identification and engagement of thought leaders and subject matter experts for ongoing guidance throughout the initiative.
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Consumer Focus Groups among targeted Boomer segments to advance our understanding of key issues.
Timing:
Months 2-3
STEP 3:
STUDY DESIGN BRAINSTORMING MEETING
Objective: Discuss and incorporate priority topics and ideas in our national survey.
Deliverables:
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Qualitative Research Insights Report. A summary report of findings from (1) consumer qualitative research, (2) interviews with executives of participating organizations, and (3) interviews and input from the National Expert Panel.
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Creation of Draft National Survey Questionnaire, for review and discussion with participating organizations.
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Opportunity Exploration Meeting to finalize survey goals and focus and brainstorm ideas for the questionnaire (attend in-person or by teleconference).
Timing:
Month 4
STEP 4:
NATIONAL SURVEY
Objective: Survey 2,000 Boomer respondents and smaller samples of other generations for comparison of attitudes and behaviors.
Deliverables:
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Finalize Questionnaire based on feedback and ideas from the Study Design Brainstorming Meeting.
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Final Questionnaire Conference Call to review final questionnaire with participating organizations.
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Program and Field the Survey among nationally representative samples of Boomers, along with smaller samples of other generations.
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Data Analysis to build initial survey findings.
Timing:
Months 4-5
STEP 5:
EXECUTIVE BRAINSTORMING SESSION
Objective: Exchange ideas, insights, and implications from the national survey.
Deliverables:
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National Survey Insights Report, a 40-50 page presentation of key findings and insights from the national survey.
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Executive Brainstorming Meeting. A one-day meeting to brainstorm insights and implications from the national study, with presentations from select national experts (attend in-person or by teleconference).
Timing:
Months 6-8
STEP 6:
EXECUTIVE SUMMARY
Objective: Summarize findings and insights, including tailored recommendations addressing the priorities of each participating company.
Deliverables:
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The Boomer NextAGE Executive Summary, a 20-25 page report summarizing insights and actionable recommendations.
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Media Package, including talking points, sample press releases, and fact sheets, infographics, to enable participating companies to promote their thought leadership in creating solutions that meet the needs of Boomers.
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One-Day Workshops (optional). Baxter Consulting Group will be available to lead one-day onsite brainstorming meetings with company leadership to further explore and identify strategic implications and next steps.
Timing:
Months 9-12