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Zhongwei Li
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name: research-brief-blueprint
description: Standard template + checklist for scoping market research projects.
---
# Research Brief Blueprint Skill
## When to Use
- Kicking off any market research or insights program.
- Aligning stakeholders on objectives, hypotheses, timelines, and deliverables.
- Auditing vendor proposals or internal requests for completeness.
## Framework
1. **Business Question** decisions to inform, stakeholders, success metrics.
2. **Audience & Sample** personas, geos, quotas, existing panels, exclusion criteria.
3. **Methods & Sources** qualitative, quantitative, desk, experimentation, telemetry.
4. **Logistics** budget, timeline, approvals, compliance considerations.
5. **Deliverables** format, fidelity, access model, follow-up cadence.
## Templates
- Brief doc (Notion/Doc) with structured sections + prompts.
- Intake form or ticket template for repeating the process at scale.
- Executive summary format to socialize scope before kickoff.
## Tips
- Capture "out of scope" explicitly to avoid scope creep.
- Tie every method to a decision owner to keep studies focused.
- Pair with `run-market-landscape-study` and `launch-quantitative-survey` to auto-populate briefs.
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