<aside> ➡️ **If this is a Teammate, remember we will not use these scoping guidelines. We will only use project types. As discussed, if it is a competitive landscape or company analysis, we will add the items we will provide for each to make sure we are aligned with the client.

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Example Follow-Up Teammate

We will provide trends, best practices, and case studies that provide an understanding of the best ways to onboard new employees.

We will provide a competitive analysis for Aldi, Kroger, Meijer, and Wal-Mart. For each company, we will provide annual revenue, funding, target market, and an overview of how they approach e-commerce, including key places they advertise. *For competitive landscapes, we will use our traditional scoping guidelines to determine how many hours this will take unless generative AI indicates we can do this in less time.

Scoping Guidelines (Interprets & PRs)

'Best' or 'Top' Lists

Note: If you are determining by market share, and market share must be calculated you should either locate the precompiled market size or create a research path to address market share first.


Scoping Template: Provide a list of the top ---. The top will be defined as ---. For each --- identified, we will provide a 2-3 sentence description.


Scoping Template: Provide a list of top ---. The top will be defined as ---. For each --- identified, we will provide a 2-3 sentence description.


Best Practices


Scoping Template 1: Provide best practices surrounding ---. For each, include i. a description of the best practice, ii. why it is a best practice (why we chose it), iii. available metrics of success that prove it is a best practice, iv. 1-2 examples of industry experts and/or thought leaders discussing the best practice.


Scoping Template 2: Provide best practices surrounding ---. For each, include i. a description of the best practice, ii. why it is a best practice (why we chose it), iii. 1-2 examples of industry experts /thought leaders discussing the best practice or success metrics.