Research Managers | Notion

Research Managers prepare research outlines for our clients so analysts can deliver stellar research!

Job Responsibilities

Scoping Guidelines 2.0

Research Proposal Flow

ResearchOS for Research Managers

Resources

Tutorial: rOS for RMs

Scraping Guidelines

Slide Templates for RMs

Master Resource List

Custom GPTs/Plug-In Cheat Sheet

https://docs.google.com/spreadsheets/d/1egOZzRyhjqAK615pVKGlbZ5PexD7CIOcQa3jcqiQOjA/edit?gid=1834078960#gid=1834078960

https://docs.google.com/spreadsheets/d/1WrDKovnWFHeLMpWu-55PHCENsRXjW5Bqhj3jyudTp7w/edit?gid=1369635061#gid=1369635061

https://docs.google.com/spreadsheets/d/1Ap5tRMnYn1zZxbCJ4lwvlqYFq06kmAGQrh2qIZ-jk5U/edit?gid=1929589484#gid=1929589484

https://docs.google.com/document/d/1qCBH3zgyaxoC5F1vb-O890w0KDHReuCUANaUWJJma_c/edit

https://docs.google.com/presentation/d/1f9b-8mvPZKK-ATIYMvAyM22qcOJpiu1m4ut2Fp8wDZI/edit#slide=id.g2eb1767b89e_0_185 (To share w/analysts as needed)

Agent Education

Vet, Monitor, or Landscape?

Research Manager Responsibilities

Recurring Projects & Monitoring

https://docs.google.com/spreadsheets/d/1fk4BnQ_8F27aCFqQrZJ7Sz13iNdihjhPb97D-uKHq-o/edit?pli=1&gid=1519743162#gid=1519743162

RM QA Checks & Rubric

Desk Research/ AI Tools

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https://quire.io/w/CSM_Projects?view=board

https://docs.google.com/spreadsheets/d/1TiX4hfaKfbtiHpBooHrV1DVqlm3IdwqZ50XhYYoZ3UA/edit?gid=1663326487#gid=1663326487

Metabase- All Jobs

Metabase- Strategies

Metabase- rOS Runs

https://docs.google.com/forms/d/e/1FAIpQLSf9Jq3ZL5vpmhgIqklACij5hRJv3CW-0AjDHc0ElgyCD0CY1w/viewform

Audit

Research Manager Job Integrity

Strategy/Outline Completion Guidelines & Ops

Collaboration Guidelines

RM Strategy Job Logistics

Strategy Job: Content & Style Guide

RM Outline Job Requirements

Writing Titles for Research Requests

Return to WKC 3.0