<aside> 🆕 The average strategy should be completed in three hours or LESS (unless it is very large). While data availability is important, we are not conducting presearch on every single piece of data. We are getting a general idea and going with our GUT.

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<aside> 🆕 We will no longer have an analyst and client-facing strategy. We will, instead, have one that contains all the needed information.

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Claim a Job

Claim job from strategy dash.

• Available projects have a status of Awaiting Assignment.
• To claim the job, select Assign from the drop-down menu on the right and enter your Wonder username.
• Only claim/work on one new job at a time.
• Prioritize by time on the dash, with ENTERPRISE taking priority over self-serve.
• We do not need to hold anything for the OG RM unless it would benefit from their expertise on the project. In that case, please post in #00-research-management or in the appropriate #live-feedback thread that you need the OG RM's input.

Propose Research

Complete the Strategy job following RM Strategy Job Requirements and using the required Strategy Content + Style Guide.

<aside> 🆕 APPROVALS: Please make sure to check the Team Dossiers for thresholds and other important information for each client. If the research is below the threshold and there are no issues, you may launch the project immediately.

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Respond to Client Approval or Comments

When the client responds to the outline, the Research Manager receives an email notification and may find the project back on the Strategy dash with the “Awaiting Research Manager” status. Assign the Strategy job to yourself again to begin working on it.

Depending on whether the project is fully approved or the client replies with comments and clarifications, follow the following steps:

Approval with No Comments

Adjust the content to be analyst-facing. Specifically:

• Remove any unapproved research paths.
• Submit the approved research path(s) to the dash.