Consumer Research Toolkit

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Confirm 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 Research Toolkit:

  • Ensure your business complies; plans and assigns work, implements Policies and Procedures and recommends improvements in production methods, equipment, operating procedures and Working Conditions.

  • Arrange that your strategy makes independent decisions on product issues related to achieving test dates, weighing cost implications and production process capabilities; communicates information to team members.

  • Arrange that your operation contributes Data Driven Insights for developing successful sales strategies that are instrumental for reaching revenue goals.

  • 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.

  • Manage work with other members of the Strategy team and business partners to proactively identify, develop and drive key Consumer Insights projects.

  • 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.

  • Warrant that your design evaluates Test Design and Cost Estimates for sound design, execution, and financial assumptions (anticipate and prevent defects).

  • Maintain effective Quality Assurance processes to ensure the integrity of CX measurement and the consistency and accuracy of data.

  • Secure that your strategy develops a conceptual framework for the sales organization to approach advertisers at a strategic top down level in order to demonstrate the breadth and power of the portfolio to address and move specific category and client KPIs.

  • Be driven to understand consumer trends and always be searching for useful insights to infuse into the Product Development process.

  • Evaluate: proactively recommend and execute research initiatives that have potential to solve business issues or inspire new ways of thinking about the customer.

  • Lean Startup methodology is based on developing businesses and products through means of shortening the Product Development cycles by adopting a combination of business hypothesis driven experimentation, iterative product releases and validated learning.

  • Be certain that your team oversees and directs production employees in a safe, quality minded and productive manner with a sense of urgency to attain production priorities as scheduled.

  • Secure that your organization communicates with production management and other plant personnel about production concerns, providing Status Reports as appropriate.

  • Provide research execution teams with the Design Specifications necessary for efficient development of quality test materials, field work, and analysis.

  • Take high level communications tasks and work with media LOB owners to identify how your brands should behave different in culture.

  • Be accountable for analyzing and organizing qualitative consumer feedback to provide research analysts with high level awareness of comment trends and counts.

  • Ensure you enable; lead the development and management of proprietary Consumer Research panels to source for ongoing data and insights that drive organization decisions.

  • Orchestrate: design, analyze and report on brand perception metrics to measure success of branding efforts and to influence brand messaging and product innovation.

  • Assure your organization utilizes sales planning and Market Research to accomplish ongoing analysis of competitive products, selling techniques, Consumer Research, marketing legislation, new products, pricing and distribution.

  • Direct: product validation through various forms of quantitative and qualitative Consumer Research, competitive market evaluation, and documentation.

  • Coordinate: data, analytics, and SEO team members focus in the areas of digital analytics and optimization, Data Science, organic search, and Consumer Research.

  • Meet weekly, monthly, and annual sales quotas through the successful implementation of Sales And Marketing strategies and tactics.

  • Synthesize a wide range of primary and secondary data types, leading to focused, insightful, and actionable insights that persuade and inspire partners and decision makers to take concerted, informed actions.

  • Ensure you consider; build durable, scalable points of view and Knowledge Management Tools that are leveraged across the Consumer Payments organization.

  • Warrant that your organization leads your Consumer Research throughout the year and helps dig in to find additional insights about your prospective and active customers.

  • Coordinate: for qualitative projects, partner with vendors to plan scope, screening criteria, creative exercises, managing stakeholder engagement and deliverables.

  • Manage brand health tracking study, output, and implications working with commercial, media, and organization partners to assess meaningful market insights.

  • Ensure you create; lead with a solid portfolio of qualitative and quantitative Data Analysis informing brand and product decisions, resulting in improved customer outcomes.

  • Coordinate: how do you partner with your Product Teams to continually improve how you make viewing easy and delightful across all kinds of devices.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Consumer Research 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 Research improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Can you add value to the current Consumer Research decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

  2. How are consistent Consumer Research definitions important?

  3. Are actual costs in line with budgeted costs?

  4. Are there recognized Consumer Research problems?

  5. What can be used to verify compliance?

  6. How will costs be allocated?

  7. How likely is the current Consumer Research plan to come in on schedule or on budget?

  8. What is something you believe that nearly no one agrees with you on?

  9. Are all Key Stakeholders present at all Structured Walkthroughs?

  10. Who needs budgets?

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 Research book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Consumer Research 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 Research Self-Assessment and Scorecard you will develop a clear picture of which Consumer Research 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 Research 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 Research projects with the 62 implementation resources:

  • 62 step-by-step Consumer Research Project Management Form Templates covering over 1500 Consumer Research project requirements and success criteria:

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 Research project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Consumer Research project team have enough people to execute the Consumer Research 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 Research 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 Research 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 Research 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 Research 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 Research project with this in-depth Consumer Research Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Consumer Research 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 Research 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 Research investments work better.

This Consumer Research 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.