<aside> 👉🏼 Note: This page outlines the RM Strategy Audit questions, rubric considerations, QA check audit policies, and quality management policies.

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Strategy Audit Process

Audit Questions

RM strategy jobs are audited against the following questions.

Rating Scale: Y = Yes, P = Partial, N = No

1. Scoping/Feasibility 5 Total Points

   Quality Requirements:

   • Is the project feasible as presented? (e.g. No primary research, dependencies are considered and addressed, RCs are logical and actionable) (Y/N) [2 points]
   • Is the project scoped accurately? (Y/N) [3 points]
     • Client + Analyst Experience Requirement

       • If applicable: if there is a significant misalignment with scoping guidelines - i.e. the research criteria (RCs) appear to be significantly out of scope, but this is based on preliminary research findings - is there evidence/justification/a link to supporting sources (i.e. how/why DA was determined and/or an exception to scoping) as a note on the strategy?

         (Y = 0; N = -1)

1. RC Clarity 5 Total Points

   Quality Requirements:

   • Is the proposal/outline free of typos/grammar errors that make anything difficult to understand? (Y/P/N) [2 points]
     • (Y = 2; P = 1; N = 0)
   • Are RCs concise, and clearly explained? (Y/N) [3 points]
     • Client + Analyst Experience Requirements:
       • If applicable: Are links provided for company names or similar entities referenced in RCs?
         • (Y = 0; N = -1)
       • If applicable: Are definitions provided for jargon?
         • (Y = 0; N = -1)
       • If applicable: Are analyst requirements explained for “as necessary” pivots, expansions of focus, or “N/A”? (e.g. a PCU, no explanation, a brief explanation supported by one source)?
         • (Y = 0; N = -1)

1. Scoping Clarity 5 Total Points

   Quality Requirements:

   • Is everything quantified and, as applicable, do RCs clearly explain the type/amount of data that should be provided (e.g. What timeline should be considered, how many articles for “recent press, etc.) (Y/P/N) [2 points]
     • (Y = 2; P = 1; N = 0)
   • Is the research outline free of ambiguous/vague terms that could impact scope (e.g. “any helpful information”, “as much data as possible”, “high-level overview” w/o explanation)?(Y/N) [1 point]
   • Is the client-facing DA statement accurate and aligned with RCs? (Y/N) [1 point]
   • Is the proposal, as a whole, direct and aligned with project types? (e.g. no conflicting terms such as using the word “insights” for other types of projects). (Y/N) [1 point]

1. Structure [5 points]

   Quality Requirements:

   • Is the outline formatted correctly (line spacing, letters, bullets, bold, etc.)? (Y//P/N) [Y = 2; P = 1; N = 0]
   • Does the outline include all applicable elements correctly? (purpose statement, introduction, data availability, RCs crafted using actionable verbs, no first/second person structure, etc.)(Y//P/N) [Y = 2; P = 1; N = 0]
   • Is each research path outlined individually in the client-facing proposal: (i.e. a separate box within platform) (Y/N) [1 point]
   • Is client-facing vs. analyst-facing content correct? (Y/N) [1 point]
     • Client + Analyst Experience Requirements:
       • If applicable (large project), did were large project SLAs followed? (Y/N) [Y = 0; N = -3]

Audit Score Calculation

Answers to the questions above are translated into a score of 5, 3, or 1.

• 18-20 points = 5
• 15-17 = 3
• 0-15 points = 1