Probably one of the hardest questions to answer is if we did something correctly when researching. On the one hand, we have the WKC standards; on the other hand, we have client expectations.

We have all seen it happen. Audit rates something 5 stars, and then the client rates it a 1. Or, even worse, the client rates it 5 stars, and then the project fails the audit process. It can be really frustrating indeed.

So, how do successful analysts do it? How do they not only pass audits but make the client happy, too?

Audit

Did you know you can fail an audit just by simply ignoring formatting and other easy rules?

Our best analysts always pull up the audit rubric and check their work over. They make sure they have not forgotten any of the “little things” that we do when we write a research brief.

Logic

Then there are the “big things” like logic. If the logic is off, the whole research brief will be off as well. So, how do we make sure our logic is on point?

• One of the easiest ways is to make sure you check the Common Project Type for your job. It will lead you through the logic needed to complete the project successfully. (Spoiler: look for some new ones soon!).

Many times, there is not a project type for your job. Then what do we do?

• The most important thing is to make sure you understand all the jargon of the request. NEVER assume you know what the client is talking about. Take a few seconds and make sure.
• Question the Question: Apply critical thinking to the research question itself. Consider what information the client might need based on the question's wording and the potential implications of different interpretations.
• Scenario Analysis: Envision several scenarios or interpretations of the question and how they might change the direction of the research. This can help prepare a more comprehensive answer that addresses possible variations in the client's intent.
• Sometimes, the difference between hitting a home run with your research and striking out is taking that little bit of time to make sure you understand what the client is actually saying.
• Pay attention to any specific terms, contexts, or constraints mentioned. Researchers should seek to understand not just the surface-level query but the underlying information need.
• Acronyms are a perfect example: “To most people, an ATM is an automatic teller machine, where we go to get cash.  But:
  • In meteorology, ATM means atmosphere.
  • In transportation, ATM means air traffic management.
  • In computing and telecom, ATM means asynchronous transfer mode.
  • In medicine, ATM means awareness through movement.
  • In astronomy, ATM means Apollo telescope mount or amateur telescope maker.
  • In a text message, ATM means at the moment or across the miles.”
• If you are not 100% positive about what the client is asking for, ask for a fresh perspective. Even the most tenured analysts will reach out for another opinion if they are not confident.