Read the Research Criteria.

• More information is located here.

Select the Common Project Type

• Pull up the Common Project Types and select the project type that most closely matches the job you are working on.

Research

More information is located here.

Verify Your Research OS Output

• This is essentially a set of prompt chains for the research.
• You may choose to use all or none of the output.
• Be aware that soon, the client will be able to see their Research OS, so please make it a practice to review. At a minimum, it will give you a great place to start and some sources!
• ResearchOS is constantly in iteration and improving, so it is important to review this as it can drastically cut down your research time.

Use ChatGPT Pro

More information is located here.

• Use ChatGPT to begin your research. While it might not always be the first step, it should be considered a vital part of the research process. In most cases, it makes sense to start with ChatGPT, but in some instances, like a competitive analysis/landscape, it might make better sense to locate the website addresses first and feed those into the GPT chat.
• Include a copy of your ChatGPT transcript in the comment section of your research.
  • This is now part of your audit score.
    • To obtain the maximum points for this section, the analyst must put in a good-faith effort to obtain results.
    • If there are multiple transcripts associated with the research, please attach all of them in the comments section.
    • A good-faith effort consists of a minimum of 5 interactions with ChatGPT. If your original ask does not come out how you desired, this means asking clarifying questions in the chat. You do not necessarily need to start a new one.
• If, after ResearchOS and ChatGPT, you still need more information, we can use a Google search or other generative AI tool.

Write the Research

Once we have all the necessary information, it is time to write the research. By this point, we have collaborated with the Research Manager and plan to take this project to the end. Remember, no last minute surprises!

<aside> ⚠️ If you have a spreadsheet or slide, check out the requirements here!

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