01. Understand the brief
Clarify the product, situation, decision and hypotheses. Identify existing knowledge and evidence gaps, then define research questions and boundaries.
From the business question and audience feasibility to analysis and discussion. Scope and quality criteria are agreed at each stage.
Clarify the product, situation, decision and hypotheses. Identify existing knowledge and evidence gaps, then define research questions and boundaries.
Select methods, segments, recruitment principles, geography and instruments. Agree scope, schedule and outputs; assess recruitment feasibility for difficult audiences.
Prepare the screener, guide or questionnaire. Check clarity and eligibility. Use pilot findings to refine instruments before full fieldwork.
Coordinate interviews, groups, surveys or other agreed methods. Monitor eligibility and completeness. Recording and access are governed by agreed permissions.
Compare evidence and segments, looking for patterns and exceptions. Quantitative interpretation accounts for sample design and limits to generalisation.
Present findings, recommendations and remaining questions. Connect them to client decisions; implementation workshops are scoped separately.
Criteria should identify relevant experience, roles or behaviour, not just demographic eligibility.
Interviews require specific situations and action sequences. Surveys require clear questions, appropriate selection and agreed response-quality checks.
Findings need evidence. Observations, interpretations and recommendations remain distinct; qualitative sample counts are not presented as market statistics.
Agree design, instruments, fieldwork updates and outputs. Scope changes are assessed for their effect on timing and budget.
Discuss contractual terms and access before confidential material is shared. Case publication and raw-material transfer are not automatic.