About Forrester

Forrester (Nasdaq: FORR) is one of the most influential research and advisory firms in the world. We work with business and technology leaders to develop customer-obsessed strategies that drive growth. Forrester’s unique insights are grounded in annual surveys of more than 675,000 consumers and business leaders worldwide, rigorous and objective methodologies, and the shared wisdom of our most innovative clients. Through proprietary research, data, custom consulting, exclusive executive peer groups, and events, the Forrester experience is about a singular and powerful purpose: to challenge the thinking of our clients to help them lead change in their organizations.

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The Forrester Wave™ And The Forrester New Wave™ Incomplete Vendor Participation Policy

At the beginning of a Wave or New Wave, Forrester invites the vendors that meet the inclusion criteria to participate in the research. When a vendor completes the questionnaire (for a Forrester Wave) or participates in a demo (for a Forrester New Wave), it confirms its participation in the research.

If a vendor declines to participate in the research, it must be aware that:

  • We reserve the right to evaluate invited vendors in the report, regardless of whether they participate. An evaluation that leaves out a major provider would be an incomplete portrayal of the market and therefore less valuable to our clients. There is no vehicle for vendors to remove themselves from a Forrester evaluation. The inclusion of a vendor in a report is exclusively Forrester’s editorial decision.
  • The research will state if a vendor did not fully participate in the research. We’ll denote a vendor with incomplete participation on the graphic with a gray bubble instead of a white one (see figure). In addition, the vendor’s write-up and published scorecard or QuickCard will state that the vendor didn’t fully participate. We’ll use public information, data gathered via briefings, and independently sourced client interviews to score the vendor.
  • We may reach out to incomplete participants to schedule a briefing. Forrester will try to gain as much information about vendors with incomplete participation as possible. If we can’t arrange such briefings with those vendors, we’ll conduct our research through secondary means.
  • Vendors that don’t fully participate won’t be able to contest scores and won’t be covered by our Forrester Vendor Review Policy. If a vendor doesn’t complete a questionnaire for a Forrester Wave, we’ll consider that vendor an incomplete participant. In the New Wave, vendors that don’t engage in a briefing/demo will be considered incomplete participants. Once Forrester has scored a vendor with incomplete participation, we won’t adjust scores based on the vendor’s input. The vendor won’t have the option to escalate feedback to a Forrester manager.

sample Forrester Wave

Recommendations

Understand The Rules For Vendors With Both Full And Incomplete Participation. Waves are influential documents for clients and vendors alike. Because of their influence, their results can also be controversial. For vendors to avoid conflicts and ensure full participation, we recommend that you:

  • Attend the kickoff teleconference at the beginning of the research process. These hour-long presentations clearly illustrate the methodology from back to front and provide key dates and deadlines — including the deadline to confirm inclusion.
  • Thoroughly review the policies listed on this site. This includes The Forrester Wave Methodology, The Forrester New Wave Methodology, The Forrester Wave Vendor Review Policy, The Forrester New Wave Vendor Review Policy, and this document.