Choose the kind of intelligence you need, describe the decision in front of you, and review a clear project summary before anything is submitted.
Step 1 of 3
Select the research need that most closely matches the decision you are preparing to make.
Understand customers, demand, trends, market size, and the forces shaping a market.
Compare competitors, positioning, offerings, strengths, weaknesses, and market movement.
Evaluate a new product, service, market, location, audience, or growth direction.
Share the decision or challenge, and the appropriate research direction can be identified.
Step 2 of 3
You do not need to prepare a formal brief. Give enough context to understand what you are considering and why the research matters.
Describe the decision, challenge, or opportunity—not the research method.
Step 3 of 3
Confirm that the summary accurately describes the decision and context. You can go back and make changes before copying it.
