<aside> 💡 After you complete your research, propose Follow-Up Requests that help clients meet their overall goals. Think like the client, asking themselves what other research can add value.

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At the bottom of the Project Research and Scope-and-Go Project Research job editors, you’ll find a Research Proposal section. This section allows you to add up to five proposed next-step (path) boxes. By default, two proposed next-step boxes are displayed. If you are using only one proposed next step box, close the second proposed next step box using an ‘x’ on the top right of the box, or else, your research won’t submit.

Requirements

• Use this section to propose follow-up research that is relevant to your project. Think like the client - what other research questions can help the client meet their goals, conduct presearch (although that'll be minimized since you'll have just researched that topic), and write the research path.

• Propose at least one research path. Note: You won't be able to submit the project if there isn't at least 1 research path.

• Propose one research path per box (unless projects are dependent). If projects are dependent, add them into the same proposed next step box. Check this guide for research dependencies.

• Only propose research path(s) for which data is available.

• Write the research paths using the Interpret Research Criteria structure, as described below:

  1. Start each research path with an actionable word (e.g. provide, identify, create, build, and triangulate, etc.) to describe what the research will achieve (e.g., Provide 5-7 best practices for improving NPS.)
     • Quantify research paths with exact numbers or small, concise number ranges (e.g. 5-7, 2- 3, etc.) when required. Note: The Scoping Guidelines let you know exactly which research paths require numbers and which require us to let the client know exactly what we will provide instead of using a number range. If it is a path that does not require numbers, like a company analysis, include the specific details we will provide.
  2. Write the specific details the research will provide (e.g., For each best practice, provide a brief description and any available metrics of success.)
  3. Include the geographic scope (e.g., Global).
  4. Include any assumptions made for each path in its own proposed next step box.

  <aside> ‼️ Do not propose overlapping/duplicate research paths.

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<aside> 📢 Access the Scoping Guidelines here.

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Use Clear and Concise Language

Write clear and concise Follow-Up Requests. Consult our Scoping Guidelines when crafting a proposal. The Scoping Guidelines include Scoping Templates (also called Canned Language in our Research digests). Using templates makes writing Follow-Up Requests easier.

<aside> 💡 This is what a Scoping Template looks like. Use this language and adapt it to your job.

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