Market Research Toolkit

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Manage corporate strategy activities and improve processes to ensure linkage between market intelligence, corporate strategy and corporate planning activities market research and forecasting, business plan, investment plan, ten year plan, product plans, and corporate strategy playbook etc.

More Uses of the Market Research Toolkit:

  • Be a member of workshops and design sprints with project teams and stakeholders to explore problem spaces, identify new opportunities and create alignment.

  • Derive insights on customer habits and preferences from telemetry, market research and competitive analysis to inform product plans and prioritization.

  • Develop and secure approval for an annual market research plan in collaboration with marketing and business leaders to generate strategic insights.

  • Establish: iq/eq balance that allows you to use data to inform your decisions and the insight to create deep connections across the business to get the job done.

  • Ensure the most appropriate and cost effective methodologies are utilized across all Business Unit market research and competitive intelligence projects.

  • Orchestrate: minimum 5 years user research in all areas of user research (design research, market research, qualitative and quantitative research) across consumer mobile applications and websites.

  • Support development of new strategic initiatives through ideation and conceptualization, market research and analysis, business case development, and rigorous strategic planning.

  • Identify and introduce nontraditional market opportunities or geographies for strategic advancement of your organization based on sound market research.

  • Develop and mature market research programming through process audits, perpetuating a market research mindset and establishing best practices for replication throughout your organization.

  • Use market research, product research, product financial forecast, product testing, pricing and competitive analysis to develop products that are compelling to customers and consumers and on brand.

  • Manage and perform in depth market research and analytics to inform leadership on market specific, service and industry trends with a focus on digital service innovation.

  • Specify market requirements for current and future products by conducting market research supported by on going communications to customers, prospective customers, partners, and internal customers.

  • Be accountable for ensuring up to date market research and analysis is being completed to identify business opportunities and risks and ensure the realization of opportunities and risk mitigation through ownership of the commercial category management process.

  • Employ market research, industry trends, voice of customer, market share, win/loss analysis and competitive intelligence and price realization to develop product strategy and influence roadmap development.

  • Coordinate: category expertise derive business insights and relevant market opportunities through the development, analysis and execution of syndicated data and market research.

  • Ensure you strive for operational excellence by promoting a team based, product focused organization, contributing to continuous improvement, participating in preventative maintenance and safety programs.

  • Provide support to the planning, design, and execution of consumer and market research to generate qualitative insights about your subscribers, programming, brand, and industry.

  • Ensure you understand users the marketplace the competition and future trends for the domain or type of system being developed through customer and market research competitive analysis rapidly acquiring domain expertise.

  • Be accountable for driving critical market research and insights to segment the market and establish buyer insights across key segments of departments, brands, publishers and platforms identifying what opportunities, challenges and dynamics exist to grow and retain Activation revenue.

  • Establish that your organization takes inspiration from market research and trend resources to create artwork that delivers, sophisticated, relevant, high quality designs for a variety of product types.

  • Govern: influence and partner with market research and new product planning to design qualitative and quantitative market research (either internal or external consultants).

  • Oversee: partner closely and effectively with sourcing, recruiting and hiring teams to understand staffing needs and develop, build and execute sourcing strategy.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Market 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Market Research improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How does a market research professional employ data collection procedures and methodologies in a manner that eliminates error and ensures accurate measurement of population characteristics?

  2. Is it possible for qualitative research departments to share information on respondents in order to build samples for recruitment?

  3. How is market research complicit in the generation of consumers to fit advertisers needs for manageable, diverse market segments?

  4. Where are small businesses most active within the marketing/advertising industry and how can the expertise be best utilized?

  5. How much will be spent on creative design, market research, development, and the creation of production facilities?

  6. Does your organization conduct market research either on an as necessary or on a regular basis monthly or yearly?

  7. What are the major challenges facing the research industry that technology should address or attempt to resolve?

  8. What is the total market size for products like yours and what share of that market might you expect to capture?

  9. Are you in an industry that is prone to crises and issues that accelerate quickly, particularly on social media?

  10. Does the area have any targeted business sectors that are unique from other areas within your organization?

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 Market Research book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: In open and restricted procedures, did the contracting authority make sure that there is no substantive change to the bid due to this clearing process?

  2. Procurement Management Plan: Is it possible to track all classes of Market Research project work (e.g. scheduled, un-scheduled, defect repair, etc.)?

  3. Scope Management Plan: Are there procedures in place to effectively manage interdependencies with other Market Research projects, systems, Vendors and your organizations work effort?

  4. Stakeholder Analysis Matrix: What advantages do your organizations stakeholders have?

  5. Stakeholder Management Plan: Which of the records created within the Market Research project, if any, does the Business Owner require access to?

  6. Initiating Process Group: Professionals want to know what is expected from them what are the deliverables?

  7. Cost Management Plan: Cost estimate preparation – What cost estimates will be prepared during the Market Research project phases?

  8. WBS Dictionary: Are the overhead pools formally and adequately identified?

  9. Quality Metrics: Can you correlate your quality metrics to profitability?

  10. Procurement Audit: Did your organization decide for an appropriate and admissible procurement procedure?

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

1.0 Initiating Process Group:

  • 1.1 Market Research project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Market Research project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Market Research project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Market Research project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

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 Market 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 Market 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 Market Research project with this in-depth Market Research Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Market 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 Market 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 Market Research investments work better.

This Market 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.