Follow Your Nose

What Moderators Can Glean from Gandalf

Chris Dethloff
Technology Moderator
August 28, 2024

I love books. I really do love all books, but I have a soft spot for fantasy. There are so many authors who have created a universe so immersive it feels like I never fully left, nor do I want to. Unsurprisingly, Tolkien has created one of those universes for me. In my most recent re-reading, I came across a particular passage in The Fellowship of the Ring that spoke to me not only as a Tolkien junkie but as a technology research moderator.

Allow me to set the scene. Gandalf has led the Fellowship through the gates of Moira after solving a troublesome riddle before the Watcher in the Water snaps Frodo up. But while guiding the group through what I am convinced are intentionally confusing mines (hire a city planner please) within the bowels of the mountain, Gandalf finds himself stumped. There is a three-way passage, and he simply can’t remember which path to take. After mulling over his choices for a while, he finally picks a direction. The reasoning behind his decision: one didn’t feel right, the other smelled wrong, or as Gandalf put it, “There is foul air down there, or I am no guide.” So, he went for the path that effectively smelled the cleanest.

Granted, as qual research moderators we’re not guiding the fellowship through goblin-ridden passageways. But we are in essence acting as guides for your research needs. We help steer sometimes tricky and meandering conversations to find the direction that gets us to our desired destination — in our case, meaningful and usable insights for your organization. In doing so, we must also navigate around potential pitfalls, obstacles, and tangential paths that can make the journey less impactful. Given that we have a limited amount of time for each interview or focus group, we can’t really afford to waste precious minutes following a trail that may lead us in circles or to dead ends.

Moderators as Experienced Guides

In the role of guides, how can moderators determine the most productive direction for interviews and focus groups? Can we — like Gandalf — sniff out the passages to avoid, and steer the discussion to a more fruitful path? Yes, with the right industry expertise, I know we can.

Technology much like Tolkien has created a world I can immerse myself in and I have never really left. Before I was a moderator, I had a career as an applications systems engineer. I lived and breathed technology and luckily for me I still do. My understanding and experiences allow me a certain amount of peer-to-peer proficiency around the technology we research and the language of the technologists we’re speaking with. It also gives me the ability to “smell” when the conversation may be heading in an unhelpful direction, and to steer the discussion back toward a path that’s more germane.

A moderator who also happens to be a technologist can tell when a participant may be diving into a rabbit hole and bring them back out before they fall too far down. That moderator will also understand the topic well enough to know which questions and follow-up questions to ask to keep the conversation moving on a productive path. They’ll be able to concentrate the discussion on the relevant specifics — say the potential for edge computing to address large latency issues versus the larger, muddier, unspecified cloud — to reach those useable nuggets of insight faster.

Sensing When the Air is Foul

A tech moderator who’s knowledgeable about the topic at hand can also sniff out those instances when a respondent may not be the right fit for the study or entirely credible in their responses. This in turn can save valuable time that might otherwise be spent interviewing more qualified individuals who can provide more valuable insight.

One more thought: by tapping into our inner Gandalf, moderators can help steer clients in a more constructive direction as well. Clients who are close to their technology may be overly focused on the granular at risk of overlooking where the true insight might be found. They can also be more rigid about sticking to the original discussion guide, at the expense of allowing more organic conversations that can reveal surprising findings.

A moderator with a confident grasp of the topic can suggest alternative routes that may yield better results, recommend less traveled paths that lead to more rewarding insight, or adapt on the fly when it’s clear that a change in direction is needed. Gandalf may be ancient, but he was certainly fast on his feet.

The Wizardry of Qual Research

Gandalf had experience and knowledge under his robe; after all, he was around 11,000 years old when he helped the Fellowship defeat the evil of Sauron, so this clearly wasn’t his first quest. But he also had intuition — that gut feeling (as well as the nose sense) that led him to choose the correct path.

So while industry-specific experience gives moderators a clear advantage in guiding the research, intuitiveness also plays a role. Skilled moderators will sense when a discussion is going astray and how to get it back on track. They have an intrinsic sense about which questions will open the conversation to deeper insight — even when those questions are not indicated in the discussion guide. They know how to connect with respondents, not just as professional peers but as human to human. And that may be the moderator’s greatest power.

I’d be interested to hear your thoughts about Tolkien, technology, qual research and more. Feel free to reach out at Chris.Dethloff@thinkpiece.com.