Section 1: Boilerplate
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Section 1: Boilerplate

The problem statement

Write a brief introduction about the problem statement you've picked. Essentially, the product/feature/campaign you've chosen for this project. Then, add context on the company and product.


Step 1: Define your goal


Define funnel position

ToFu/MoFu/BoFu


Define the goal statement

"X metric in Y time with Z constraints"




Step 2: Conduct research

Pick short-term research for this project considering timeline constraints.


Define your focus area

The area you'll dive into. Whether it's a product, feature, or campaign launch.


Put together data you've gathered

Follow the BEG, BORROW, STEAL framework here.


Lay out the patterns identified

Recurring themes in your research data.


Validation of your findings

Note any assumptions & limitations. Validate cross-functionally.















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