Use this template to create structured research plans that answer critical questions and deliver actionable insights.

Tip: Duplicate this into your workspace and use it as a living doc with your team.

📋 1. Define your research background

Establish context for why this research matters to your business

Project overview

Business context



Existing knowledge


🎯 2. Set clear research objectives

Define specific questions this research will answer for your team

Primary objective

What is the main purpose of this research?