| Research brief | Objectives, scope, decision context, sources, exclusions, format, and review expectations | Brief document or intake form | Discovery and scoping | Research questions, audience, deadlines, and decision criteria |
| Source log | Links, publication details, retrieval notes, relevance comments, and confidence indicators | Spreadsheet or document library | Collection | Approved source types and review rules |
| Market scan | Category overview, demand signals, customer segments, trend notes, and opportunity questions | Summary memo and evidence table | Research | Target geography, sector, and business model |
| Competitor matrix | Competitor profiles, positioning, offerings, pricing signals, messages, strengths, and gaps | Comparison table | Research and analysis | Known competitors, criteria, and brand context |
| Vendor or tool comparison | Shortlist, feature checks, pricing variables, support notes, risks, and evaluation criteria | Decision table and briefing note | Evaluation | Selection criteria, budget assumptions, and procurement rules |
| Data enrichment file | Structured fields, completed records, validation notes, duplicate flags, and exception log | Spreadsheet or CRM-ready file | Data preparation | Target fields, source rules, and sample records |
| Topic digest | Curated findings, key themes, source summaries, and unanswered questions | Briefing note or recurring report | Synthesis | Topics, update cadence, and stakeholder audience |
| Executive summary | Direct answer, key findings, caveats, recommended next review areas, and source trail | Short document or slide-ready summary | Briefing | Reviewer priorities and preferred level of detail |
| QA checklist | Sampling rules, source quality checks, duplicate checks, formatting checks, and sign-off criteria | Checklist and issue log | Quality assurance | Quality threshold, risk areas, and reviewer role |
| Handover documentation | File structure, assumptions, limitations, update instructions, and owner responsibilities | Handover pack | Delivery or ongoing support | Internal owner, storage location, and access rules |