| Research brief and plan | Objectives, audience, method, measures, assumptions, risks, and approval points | Document or presentation | Planning | Business questions, stakeholders, constraints |
| Questionnaire and logic map | Question text, scales, routing, quotas, validation, and analysis references | Document, spreadsheet, or platform export | Design | Topics, terminology, legal and brand review |
| Programmed survey and test log | Configured survey, responsive checks, path tests, defects, fixes, and approval record | Survey platform and QA log | Build and QA | Platform access, integrations, approvers |
| Fieldwork tracker | Starts, completes, quotas, response patterns, incidents, and decisions | Dashboard or spreadsheet | Fieldwork | Sample source, launch approval, thresholds |
| Clean dataset and codebook | Variables, labels, exclusions, derived fields, coding rules, and data notes | CSV, XLSX, SAV, or agreed format | Processing | Cleaning rules and retention requirements |
| Analysis tables and coded comments | Overall and segmented results, derived metrics, themes, and supporting notes | Spreadsheet, analytical file, or document | Analysis | Priority segments and decision criteria |
| Dashboard or reporting pack | Charts, filters, trends, findings, limitations, implications, and recommended discussion points | Power BI, Tableau, presentation, or PDF | Reporting | Audience, branding, reporting cadence |
| Handover and operating guide | Process notes, data dictionary, platform instructions, update workflow, and open items | Document and recorded session where agreed | Close or transition | Named owners and access decisions |