Consumer Insights Toolkit

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Assure your organization oversees and/or participates in the design, management, and presentation of results of qualitative and quantitative Consumer Research studies and custom designed strategic and tactical studies to support product marketing, branding, marketing communications and operational initiatives.

More Uses of the Consumer Insights Toolkit:

  • Manage work with Consumer Insights team to review current Market Research, identify effective promotional methods, and source potential media buys for review.

  • Contribute Consumer Insights to unlock breakthrough marketing campaigns that deliver against the brands positioning by capturing deeper insights on the brands consumer target, frame of reference, benefit, and reason to believe.

  • Provide competitive and Consumer Insights and partner with creative and client teams to develop a distinct Social Media style and voice for the brand.

  • Support development and be key business user of the Customer Analytics Platform, working with Enterprise Architecture, IT and Analytics teams to reflect future customer management needs are met.

  • Establish that your venture serves as a key business partner to communicate Consumer Insights with key cross functional partners in order to inform Decision Making and help shape Business Strategy.

  • Manage an a and p budget assigned to you and making impactful decisions that minimizes costs and optimizes return on investments working closely with Consumer Insights to ensure you measure and evaluate the performance of brand activities to optimize a and p spend.

  • Direct: plm to understand how to creatively drive your business by building profitable, market right, consumer right product that is in line with department and organization financial targets.

  • Capture, integrate, organize and communicate critical information about customers, markets, competitors, and technology trends to all critical internal stakeholders.

  • Collaborate with analytics teams to provide Customer Insight and data requirements for analytics projects, development of predictive models and rules based Customer Engagement.

  • Provide direction for the research and insights function; effectively manage, coach, and develop the competencies of the team in alignment with Strategic Workforce plans.

  • Provide brand consulting team with cultural and Consumer Insights and guidance in strategic application using a mix of primary and secondary research.

  • Manage the overall project timelines and deliverables, ensuring that milestones are met and work is aligned at the various stages of project execution.

  • Steer: own relationships with external vendors (identify, select, negotiate, manage), and leverage external insights resources, capabilities, and expertise to best serve Business Needs.

  • Use customer and Consumer Insights to develop holistic strategies, programs and plans to effectively drive innovation and business outcomes and improve return on investment in varied areas.

  • Oversee: leverage creative thinking and Consumer Insights to develop new marketing initiatives that are cohesive, actionable, generate brand awareness and drive sales.

  • Supervise: partner with brand marketing, Consumer Insights, sales, creative services and departments to develop Integrated Marketing Communications plans to deliver Business Objectives.

  • Ensure you accrue; understand and regularly utilize sales plans, selling reports, and margin reports to interpret style information that is relevant to your categories.

  • Confirm your business participates in developing the annual Consumer Insights research plan and budget to meet existing and projected organizational needs; ensures plan is actionable and provides brand value.

  • Lead concept / design review and provide input on safety, quality, Regulatory Compliance, and Customer Satisfaction as related to new products.

  • Collaborate with clinical, Consumer Insights, and Data Science teams to ensure your product decisions reflect a complete picture across all research domains.

  • Ensure you exceed; lead internal and external assessments of the omnichannel business environment (consumer, organization, category, customers, Market Trends, etc), leveraging multiple data sources to shape implications and recommended actions.

  • Drive the strategic monitoring and communication of Competitive intelligence (evolution in the strategy of your competitors especially for pricing, innovation and new product releases).

  • Ensure you have planned the engagement activities, the learning objectives and you have helped solve business problems through the creative deployment of the insights.

  • Ensure you specify; lead the development of new, improved, and/or more cost effect research tools, methods, and processes to fit the business problem and fast, paced Agile work practices.

  • Pilot: own and synthesize data, and lead the development of customer segmentation to inform Strategic Planning and Decision Making throughout your organization.

  • Establish: regular engagement with brand marketing teams in order to ensure that research findings and insights are embedded in business plans and strategies.

  • Identify and synthesize insights that inform key business decisions for the Retail and Product organizations regarding topics related to sales, marketing, and more.

  • Develop processes and protocols around data monitoring/validation, ingesting, and structuring that facilitates the growth of the international teams analytics agenda.

  • Be accountable for acting as a liaison between the Consumer Insights department and key brand partners through Relationship Building, proactively anticipating Consumer Research needs and representing the voice of the consumer during brand meetings.

  • Support the creation, execution, analysis, and reporting of research projects across a diverse portfolio of games to meet key milestones and deadlines.


Save time, empower your teams and effectively upgrade your processes with access to this practical Consumer Insights Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Consumer Insights related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Consumer Insights specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Consumer Insights Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Consumer Insights improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the known security controls?

  2. What went well, what should change, what can improve?

  3. How is the way you as the leader think and process information affecting your organizational culture?

  4. How do you ensure that implementations of Consumer Insights products are done in a way that ensures safety?

  5. How are you doing compared to your industry?

  6. What risks do you need to manage?

  7. Have the types of risks that may impact Consumer Insights been identified and analyzed?

  8. What are the success criteria that will indicate that Consumer Insights objectives have been met and the benefits delivered?

  9. Are there competing Consumer Insights priorities?

  10. Think of your Consumer Insights project, what are the main functions?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Consumer Insights book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Consumer Insights self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Consumer Insights Self-Assessment and Scorecard you will develop a clear picture of which Consumer Insights areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Consumer Insights Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Consumer Insights projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Consumer Insights project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Consumer Insights project team have enough people to execute the Consumer Insights project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Consumer Insights project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Consumer Insights Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Consumer Insights project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Consumer Insights project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Consumer Insights project with this in-depth Consumer Insights Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Consumer Insights projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Consumer Insights and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Consumer Insights investments work better.

This Consumer Insights All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.