Just fill in the space under each heading, save the document, and away you go! The orange boxes can be deleted. You can save this document as a template and then it will be ready to be used again.
Background
Type your background here
Business objectives
Type your business objectives here
Marketing objectives
Type your marketing objectives here. If you have some other kind of objectives (i.e. not marketing), you could change the title of this section. Example: Human Resources objectives, Operational Objectives, etc.
Target
Define the research target here
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Budget
Budget information goes here
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Timing
Put your timing – estimated or firm requirements – here
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Deliverables
Your report requirements go here
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Contact information
Who to contact for questions or clarification. Client company name, Individual name, title, e-mail, phone number and mailing address.
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Name all the target groups that could be or must be part of the research, and why. What about location, age, purchasing habits, etc.? Do you know how to find the target group, or will the researcher need to find them for you?
Example:
Loyal users of ABC widgets (purchased at least 3 in last 6 months)
Loyal users of XYZ widgets (purchased at least 3 in last 6 months)
Non-users of widgets (using woozles or other solution instead of widgets)
Mix of male and female, age ranges from 35-55
Approximately when do you want this work to be done? And when do you need the final analysis or presentation?
It is also helpful to indicate when you need a proposal, and when you will make a decision on the project.
A range of budget is fine. Do indicate an upper limit if you have one, to avoid having everyone waste time. If you