| Research brief and methodology plan | Decision question, objectives, hypotheses, audience, methods, quality rules, assumptions, exclusions, and governance. | Document or presentation | Discovery and design | Decision owner, business context, existing evidence, constraints |
| Source and evidence register | Source details, date, evidence type, credibility notes, relevance, limitations, and links where permitted. | Spreadsheet or research repository | Collection and review | Approved source policy and licensed data access |
| Market landscape and sizing model | Market structure, value chain, demand drivers, segments, assumptions, scenarios, and sensitivity analysis. | Editable model plus summary | Analysis | Internal sales, product, geography, capacity, or pricing inputs |
| Competitor or vendor matrix | Defined comparison criteria covering offers, audiences, positioning, channels, pricing signals, capabilities, and risks. | Spreadsheet, dashboard, or deck | Collection and synthesis | Competitor definition, use case, qualification criteria |
| Interview or survey instrument | Screening criteria, guide or questionnaire, logic, consent language, field instructions, and test notes. | Document or platform configuration | Primary-research setup | Target profiles, legal/privacy review where required, incentive approval |
| Cleaned dataset and analysis file | Variable definitions, cleaning rules, exclusions, coding, calculation logic, and analysis outputs. | Spreadsheet, CSV, statistical file, or BI model | Analysis | Data permissions, fieldwork exports, approved definitions |
| Insight and recommendation deck | Key findings, supporting evidence, implications, choices, risks, confidence limits, and recommended next actions. | Presentation and PDF | Synthesis and delivery | Stakeholder priorities and review feedback |
| Research handover and operating guide | Method notes, update cadence, templates, source list, responsibilities, quality checks, and backlog. | Playbook and working files | Handover or managed service | Future ownership, access model, retention decisions |