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research-brief-blueprint 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.