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:

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

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

  • Coordinate: conduct Market Research and analyze trends to identify new marketing opportunities and best practices across all Social Media and digital platforms.

  • Establish that your design collects and analyzes data gathered from internal and external sources, distilling results into clear and concise reports of findings, illustrating data graphically and translating complex findings into written text.

  • Confirm 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.

  • 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.

  • Develop product strategies by conducting Market Research, generating product requirements, determining specifications and developing marketing strategies.

  • 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.

  • Be a member of workshops and Design sprints with Project Teams and stakeholders to explore problem spaces, identify new opportunities and create alignment.

  • Be accountable for conducting Market Research, generating reports, understanding customer behavior, and analyzing data gathered through various channels in your organization.

  • Be certain that your project recommends and executes new products, product modifications, and/or improvements based on Market Research, consumer feedback, market knowledge, and sales personnel information.

  • Ensure the most appropriate and cost effective methodologies are utilized across all Business Unit Market Research and Competitive intelligence projects.

  • Establish: work closely on critical initiatives to help inform and move what matters by identifying and sharing compelling insights, and providing comprehensive points of view in close partnership with your strategy and analytics teams.

  • Establish: influence and partner with Market Research and new product planning to design qualitative and quantitative Market Research (either internal or external consultants).

  • Support development of new strategic initiatives through Ideation and conceptualization, Market Research and analysis, Business Case development, and rigorous Strategic Planning.

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

  • Stay abreast of competitor practices and ongoing Market Research to identify trends in Asset Management, analytics, and the broader energy markets.

  • Manage work with Product Teams to translate business, marketing, and technical goals into the best solutions for your business using online data, usability findings and Market Research.

  • Establish that your enterprise provides general advisory services to departmental administrators in the areas of budget, finance, management, Systems Analysis, procurement, industry and Market Research, Program Planning, Strategic Planning, and Organizational Development.

  • Be certain 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.

  • Develop: 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.

  • Assure your enterprise possess deep business applications knowledge in customer segments and products, Market Research, competitive analysis and consultative selling.

  • Ensure your contribution towards creative management, content development, product messaging and Market Research are essential to the success of your team.

  • 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.

  • 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.

  • Guide: work involve determining best methods to fulfill organization requirements through Market Research by consulting other purchasing professionals, department officials and vendors.

  • 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.

  • Be accountable for becoming the expert on all aspects of the financial products you manage through analyzing internal data, performing competitive and Market Research, and gathering feedback from customers.

  • 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.


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 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 Market Research improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What scope to assess?

  2. What are the personnel training and qualifications required?

  3. Act/Adjust: What Do you Need to Do Differently?

  4. What sort of initial information to gather?

  5. What Market Research modifications can you make work for you?

  6. How do you measure improved Market Research service perception, and satisfaction?

  7. Think about the functions involved in your Market Research project, what processes flow from these functions?

  8. How do you verify the Market Research requirements quality?

  9. What should you stop doing?

  10. Who are the Key Stakeholders for the Market Research evaluation?

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

  4. Closing Process Group: Did the Market Research project team have enough people to execute the Market 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 Market 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 Market 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 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.