Requirements

1. Add an “Introduction” header just below the Key Takeaways section.
2. After you’ve finished your research, provide an outline of your research and a high-level overview of your findings in 1-2 short paragraphs (e.g., state that the research provides five trends and five challenges in the cybersecurity market and/or briefly note down which trends and challenges you’ve identified).
3. If the Research job includes any shared project documents (e.g., Google Spreadsheets, Google Docs, Slides Presentations) created for the client, cite them in this section. Do this as soon as you start working on the research. Remember: If you don’t cite the project spreadsheet (or slides), the client will not receive the full report they paid for.
   1. Cite a link to the project spreadsheet or presentation in the Introduction section on a separate, bolded line.
4. 📢 📢 If the Research is a Client Update (Partial or Full), follow the requirements and format outlined on the Client Updates page. 📢 📢

Depending on the data that you were able to find, here are the requirements for an introduction:

• Data is Available:
  • Provide an outline of the research with a high-level overview of the findings.
  • Share links to any shared project documents (spreadsheets, documents, or slides) on a bold, separate line.
• Partial Client Update:
  • Provide an outline and a brief overview of the parts of the Research Criteria that are available.
  • Explain the challenge of the unavailable data.
  • Provide an overview of the alternative course/path of research.
  • Provide an overview of the alternative/helpful findings.
  • Tell the client they can find further details on the logic in the Research Strategy section.
  • Share links to any shared project documents (spreadsheets, documents, or slides) on a bold, separate line.
• Full Client Update:
  • Explain the challenge of the unavailable data.
  • Provide an overview of what information was available and included as alternative/Helpful Findings.
  • Tell the client they can find further details on the logic in the Research Strategy section.
  • Share links to any shared project documents (spreadsheets, documents, or slides) on a bold, separate line.

<aside> 💡 In 1-2 short paragraphs, this section introduces the outline for the research that follows. It provides a high-level overview of the report that will help any reader quickly understand the research context. Use this section to manage the client’s expectations for what is to come, especially when sharing a Client Update.

</aside>

The Introduction section makes it easy for the reader to understand what the research is about and how it is structured. If the Research is a Client Update (Partial or Full, this section calls out what information wasn’t found and how we provided additional value in the absence of the requested information.

Why is an introduction important? The introduction sets up the research - think of it as a map for the client. We call out any issues in this section (if there were any), explain how we overcame these issues, and set the stage for what they are to expect.

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Example [Project Link, Research Criteria].