Research Planning Toolkit

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Develop Research Planning: directly manage the internal creative team and contractors in the creation of on brand, effective advertising materials to drive revenue supporting the marketing strategy while ensuring adherence to budget.

More Uses of the Research Planning Toolkit:

  • Change UI Design and research and keep up with the latest UX trends and cutting edge solutions for ecommerce.

  • Identify Research Planning: work closely with analytics, Data Scientist and Customer Success teams to collect various metrics to triangulate research data, uncover insights and inform service and design solutions.

  • Oversee Research Planning: liaison with Customer Service and User Research for subscription and billing needs and to incorporate Customer Feedback into product plans.

  • Control Research Planning: research and incorporate new technologies, standards, and adapt to changing infrastructure needs.

  • Collaborate on the development of Social Media strategy for internal and external clients, Providing Research and insights for market landscape reports and competitive/comparative reviews and scans and contributing to broader strategy needs.

  • Coordinate the Research and Development efforts from concept through production to deliver the complete solution for mechanical and electrical components and systems.

  • Assure your operation complies; projects range in scope from advanced Research and Development of future products to Failure Analysis and incremental improvements to existing products.

  • Evaluate Research Planning: research and maintain awareness of issues and developments, Process Improvements, and Best Practices.

  • Formulate Research Planning: continually research and learn the latest approaches to building analytical solutions in highly variant data environments.

  • Manage research datasets on file servers and ensure appropriate backup, completeness, correctness and integrity.

  • Audit Research Planning: conduct research on emerging products, services, protocols and standards in support of Service Desk technology procurement and development efforts.

  • Develop Mathematical Models of experimental results that can be applied toward developing new insights or research directions.

  • Develop Research Planning: own bringing the tools to Research and Development sites and qualifying the tools to meet production requirements.

  • Assure your corporation maintains research protocol information, Regulatory Documents and other research files as applicable.

  • Guide Research Planning: conduct research of new technologies, Systems And Processes to make recommendations on the enhancement of the security posture.

  • Assure your organization identifies new technologies, and products/services, evaluates and recommends potential supply sources and participates in the incorporation of research results into the procurement program.

  • Work with seeds Research and Development stakeholders in communicating analytical results to develop enhancement opportunities, share key learnings and contribute to technical training offerings to support implementation of innovative approaches.

  • Be accountable for contributing to written reports and papers on program research or findings.

  • Execute primary and secondary research on Customer Feedback, Market Trends and the competitive environment to inform the Product Development process.

  • Organize Research Planning: monitor operational metrics, identify and research trends and anomalies to identify Process Improvement and Cost Savings opportunities across the distribution.

  • Pilot Research Planning: influence and partner with Market Research and new Product Planning to design qualitative and quantitative Market Research (either internal or external consultants).

  • Lead Research Planning: conduct research on Industry Trends, Competitive intelligence, and market data leveraging internal and external sources to compile assessment of strengths, weakness, opportunities and threats (swot) analysis for existing product capabilities.

  • Systematize Research Planning: effectively manage, research and develop training, Project Management, and Strategic Planning procedures and processes develop action plans to achieve goals and monitor client progress.

  • Be accountable for coordinating, preparing and supporting Data Analysis and research initiatives used to inform the Equity Action Plans accountability and metrics reporting.

  • Develop user personas and scenarios to clarify results of User Research and focus the teams design efforts on the needs of key users.

  • Warrant that your organization facilitates Data Governance, taxonomy development, internal client support, IP metadata research and implementation.

  • Steer Research Planning: design and implement scalable data repositories to integrate qualitative and quantitative research data manage the delivery of high impact dashboards and Data Visualizations.

  • Ensure you join; build an efficient infrastructure and tooling to accelerate your research to product efforts and to enable efficient cloud based deployment.

  • Govern Research Planning: research relevant topics, policies, and influential people and track leads and ideas.

  • Make sure that your organization performs deep dive research on missed SLAs Partners with the vendor to drive Continuous Improvement resulting in improved service and/or lower cost.

  • Pilot Research Planning: monitor planned orders in the material Resource Planning module of the ERP software and coordinate procurement with purchasing admin.

  • Synthesize Business Requirements with the direction of technology to generate new ideas and inventions.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What do people want to verify?

  2. What are the requirements for audit information?

  3. Do you have the optimal Project Management team structure?

  4. Who do you report Research Planning results to?

  5. Who manages Research Planning risk?

  6. How is Knowledge Sharing about Risk Management improved?

  7. What sort of initial information to gather?

  8. Does the goal represent a desired result that can be measured?

  9. When should you bother with diagrams?

  10. Has an output goal been set?

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

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

  • 62 step-by-step Research Planning Project Management Form Templates covering over 1500 Research Planning 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 Research Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Research Planning Project Team have enough people to execute the Research Planning 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 Research Planning 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 Research Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Research Planning Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Research Planning 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 Research Planning 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 Research Planning 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 Research Planning project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Research Planning 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 Research Planning 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 Research Planning investments work better.

This Research Planning 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.