Research Toolkit

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Lead projects through the design lifecycle from scoping, Research and analysis, design, development, and launch; providing clear timelines through all phases, communicating with key partners, and selecting appropriate measurement for successful implementation.

More Uses of the Research Toolkit:

  • Warrant that your planning oversees identification, reporting, and closure of regulatory issues identified from internal Risk Assessments and internal or External Audits, or insights from regulatory Research or industry best practices.

  • Establish that your operation has managed teams enough to know how to scale Research processes, tools, and your organization of data for optimal sharing and efficiency.

  • Secure that your project complies; analytics and Research gather and analyze market data, conduct competitive / SWOT Analysis and determining the efficacy of existing competitive marketing campaigns and strategies.

  • Warrant that your group complies; analytics and Research gather and analyze market data, conduct competitive / SWOT Analysis and determining the efficacy of existing competitive marketing.

  • Organize: through diligent Research and analysis, your commercial lines department develops products and services that truly benefit your members.

  • Identify opportunities for ongoing improvement of the website and Researching and implementing appropriate solutions, utilizing third parties where appropriate.

  • Arrange that your corporation operates a computer to Research, organize, compose, and design press releases and various public information and education materials.

  • Develop product vision, strategy, market/User Research, by keeping the customer at the center of everything you do while using Design Thinking tools.

  • Coordinate: Research, evaluate, and develop new tools, framework and patterns for (big) Data Driven Web Applications used by the accelerator labs network.

  • Methodize: work directly with stakeholders to design surveys and Research approaches that capture relevant and impactful feedback from customers; designs dashboards for key business areas that provide insight to drive ongoing product/service or interaction improvement.

  • Establish that your planning complies; topics span from conducting product Research and setting up an online store, to in depth Digital Marketing and branding strategies.

  • Devise: Research and understand market needs, trends and competitive offerings to identify Strategic Partnerships, go to market strategy and long term revenue growth.

  • Perform Market Research and Strategic Planning to assess and ensure the profitability of performance of campaigns for your clients.

  • Govern: conduct Research into Emerging Threats, trends in the security industry and advances in technology or Risk Management methodology in support of your client work and operations.

  • Collaborate with other planners/engineers across the government and other partner organizations to Research, analyze, or resolve complex transportation design issues.

  • Drive adoption of new technologies, Researching technical trends and creative solutions to provide visibility into the Health of systematic Business Processes and supporting ecosystem.

  • Establish: close partnership with Research and Development teams and flight operations / Fleet Management teams are essential to success in the role.

  • Ensure you suggest; lead and conduct economic Research on issues of government policy, regulation, consumer behavior, Industry Trends, and technological development.

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

  • Be accountable for Researching, writing, and advising on the changing vendor marketplace for Supply Chain Planning solutions, new technology developments and Defining emerging Supply Chain Planning ecosystems, architecture, and business models.

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

  • Manage work with Data Analysts to aggregate Research results with multiple data sources to identify insights and build reports/dashboards.

  • Identify perceived difficulties with searches and Research solutions by collaborating with leadership (and hiring management as appropriate).

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

  • Confirm your strategy oversees development and usage of quantitative Research tools and models to address client business problems and ensures that tools are successfully deployed.

  • Determine market needs and opportunities by conducting and analyzing user, industry and competitor Research to inform product vision and strategy.

  • Standardize: conduct on going Research into Industry Trends, technical parameters and local market specialties to ensure product offerings stay relevant.

  • Provide visibility to management and the customer by tracking, process over sight, auditing, Researching and troubleshooting operational issues or functions.

  • Warrant that your planning performs moderately complex accounting transactions to analyze, Research and review financial information and prepares financial reports.

  • Identify: conduct deep dive customer segment Research to inspire stakeholders across the business and to ensure that the customers voice is core to how the business takes decisions.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Have changes been properly/adequately analyzed for effect?

  2. How is progress measured?

  3. Which Research impacts are significant?

  4. Will Research deliverables need to be tested and, if so, by whom?

  5. How do you provide a safe environment -physically and emotionally?

  6. Who are your Key Stakeholders who need to sign off?

  7. Do the viable solutions scale to future needs?

  8. How frequently do you track Research measures?

  9. How can you best use all of your knowledge repositories to enhance learning and sharing?

  10. How do you engage the workforce, in addition to satisfying them?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose 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 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 Research investments work better.

This 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.