Briefing research

A research brief that gets the answer you need.

Research commissioned with a topic instead of a question is hard to answer. This guide shows how to write a short brief for anyone who will do the work, inside your company or outside it: the decision behind it, the question in a form that can be answered, and what you want to hold at the end.

DecisionQuestionScopeFormat
The decision question

What will you do differently depending on the answer?

Begin with the decision, not the subject. 'Market for X' is a subject; 'whether to enter segment Y with product Z or wait' is a decision, and the research needed for it is narrower and clearer. If no decision depends on the work, you probably need a different, smaller piece of work.

Write the brief so that someone with no knowledge of your company can start without calling you.

The six parts of a brief

The six parts of a brief

The decision and who takes it

One sentence, plus who will act on the answer.

The question

Phrased so that an answer could be shown wrong. Avoid 'explore' and 'understand'.

Scope in and out

Products, places, customer types, periods; and what is explicitly excluded.

What you already know

Documents, figures and views, each marked as your own or independently sourced.

Constraints

Sources you cannot use, material you may not share, language, and any date the answer is needed by.

The form of the answer

Table, shortlist, short memo, matrix; with a source log and a statement of limits.

What you get back

What you get back

Findings classified

Each as verified fact, inference, unavailable or client-provided, so you can see what carries weight.

Limits stated

What could not be established, and what that means for the answer.

Where it stops

Research assembles and structures the evidence. Decisions on structure, market and strategy stay with you or with a consulting engagement.

LATYNEX's custom commercial research works from a brief of this kind: the question is scoped in writing and the approach agreed before research starts.

Step by step

A quick test before sending

01

Ask a colleague what they would deliver

If the answer differs from yours, the brief is not yet clear.

02

Mark each line as requirement or preference

So trade-offs can be made with your knowledge.

03

Remove any line that asks research to forecast or decide

Research assembles evidence; it does not forecast or decide.

04

State the evidence standard

Whether you want only what a source shows, or also labelled inference.

Good to know

What this is, and isn't

Research reports what can be established from public and provided sources. It is not a guarantee about a counterparty's future conduct and not legal advice.

FAQ

Frequently asked questions

How long should a brief be?+

One page is enough. Clarity helps more than length.

What if I do not know the exact question?+

Say so and describe the decision. Narrowing it is part of agreeing the scope.

Should I include my own hypothesis?+

Yes, labelled as such. It can be tested, and it helps the researcher aim.

Request

Tell us what you need.

No obligation. We read your request and reply with a straight answer.

Research

Know the counterparty before you commit.

Tell us what you need to find out and by when. We confirm scope before any work starts.

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