| Research brief and evidence plan |
Decision question, hypotheses, methods, sample, sources, evidence standard, dependencies, risks, and review gates. |
Document, matrix, or project workspace |
Discovery and scope |
Business context, existing evidence, decision owner, constraints, and approvals. |
| Customer or stakeholder research pack |
Discussion guide or survey, participant criteria, consent approach, fieldwork records, coded themes, and evidence summary. |
Guide, spreadsheet, repository, and report |
Primary research |
Recruitment access, participant approvals, privacy requirements, and subject context. |
| Market and category landscape |
Category definition, demand signals, trends, segments, channels, market structure, sources, limitations, and opportunity themes. |
Presentation, report, evidence table, or dashboard |
Evidence collection and analysis |
Target markets, category boundaries, preferred sources, and commercial priorities. |
| Competitor and alternative matrix |
Direct and indirect alternatives, positioning, features, proof, pricing logic, buyer trade-offs, routes to market, and watch points. |
Comparison table and annotated findings |
Competitive analysis |
Known competitors, customer alternatives, internal sales observations, and access to relevant products. |
| Product or opportunity scorecard |
Weighted criteria, evidence references, assumptions, risk flags, confidence levels, shortlist logic, and validation actions. |
Spreadsheet, BI view, or decision matrix |
Synthesis and prioritisation |
Decision criteria, financial thresholds, operational constraints, and stakeholder review. |
| Concept or proposition test report |
Test design, participant profile, comprehension, relevance, value perception, objections, trade-offs, and revision priorities. |
Report, presentation, evidence clips, or scorecard |
Validation |
Concept materials, prototype, target audience, consent position, and decision thresholds. |
| Pricing and packaging evidence |
Competitive anchors, customer value drivers, price research, package preferences, sensitivities, assumptions, and recommended tests. |
Analysis workbook and executive summary |
Commercial research |
Cost structure, margin expectations, current pricing, sales model, and legal or tax inputs where relevant. |
| Executive recommendation and decision record |
Findings, implications, options, recommendation, dissenting evidence, limitations, risks, owner, and next decision gate. |
Executive presentation and decision log |
Final review |
Stakeholder feedback, strategic constraints, accountable decision-maker, and approval. |
| Research repository and source log |
Organised sources, notes, versions, evidence tags, participant references, permissions, and reuse guidance. |
Client-approved collaboration or storage platform |
Throughout and handover |
Platform access, taxonomy preferences, retention policy, and security controls. |
| Measurement and follow-up plan |
KPIs, baselines, data owners, reporting cadence, experiments, post-launch learning, and assumption revalidation. |
Measurement framework and reporting template |
Handover and optimisation |
Analytics access, KPI definitions, operational owners, and implementation plan. |