Eligibility
Screening logic, identity or experience checks where appropriate, and documented exceptions.
How we work / Your project, made clear
A clear process.
A confident next step.
Know what happens, what your team contributes and what is agreed before moving forward. These six stages describe an end-to-end study; a focused assignment may involve only some of them.
Follow the project roadmap
One shared brief. Clear owners. Agreed review points.
The project roadmap
Progress you can follow.
- 01
Align the question
Define the decision, audience, context, known evidence, constraints, and success criteria.
- Your team brings
- Share the decision, existing evidence, target markets and timing. Identify who will use the results and who approves the scope.
- The review point
- A shared question, priorities and feasibility checks.
Stage outputDecision-led brief
- 02
Design the research
Select methods, sequence, sample logic, instruments, dependencies, and review points.
- Your team brings
- Review the proposed audience, sample, discussion guide or questionnaire, and the deliverables your team needs.
- The review point
- Approval of the design, cost, schedule and research materials.
Stage outputResearch and field plan
- 03
Recruit or source
Translate eligibility into screening, outreach, selection, and exception rules.
- Your team brings
- Confirm screening criteria, exclusions and any client-side contacts or permissions needed to reach participants.
- The review point
- Agreement on recruitment fit and how exceptions are handled.
Stage outputApproved participant path
- 04
Collect
Run the agreed modes with consent, monitoring, status visibility, and issue escalation.
- Your team brings
- Stay available for scheduled updates and decisions on any emerging access, timing or sample issues.
- The review point
- Progress against the agreed plan, with material changes approved.
Stage outputStructured evidence base
- 05
Check and analyze
Review quality, resolve exceptions, document assumptions, and organize the analysis around the question.
- Your team brings
- Clarify business context when early patterns raise new questions. Review agreed interim findings, where included in scope.
- The review point
- A documented view of quality, interpretation and limitations.
Stage outputReviewed findings
- 06
Deliver and activate
Connect evidence to implications, decisions, limitations, and the next useful action.
- Your team brings
- Bring the decision-makers into the readout. Check that datasets, reports or discussion materials meet the agreed scope.
- The review point
- Final deliverables, permitted use and any next research questions.
Stage outputDecision-ready handoff
Method selection
Choose methods for the evidence they can produce.
| Route | Useful when | Design focus |
|---|---|---|
| Expert access | The question depends on senior, technical, or hard-to-reach experience | Role fit, conflicts, topic boundaries |
| Qualitative | Context, motivations, language, workflows, or friction need explanation | Recruitment depth, facilitation, interpretation |
| Quantitative | The team needs comparable measurement, segmentation, or a baseline | Sample design, instrument quality, assumptions |
| Fieldwork | Evidence must be collected across audiences, locations, or modes | Access, training, monitoring, data handling |
Quality by design
Careful research. At every step.
The exact controls depend on method, audience, risk, law, and scope. The final project plan should make responsibilities and exceptions explicit.
Preparation
Instrument review, training, piloting, and a shared understanding of escalation.
Collection
Consent, monitoring, status visibility, and proportionate quality signals.
Analysis
Cleaning decisions, assumptions, limitations, and human review of assisted processing.
Practical questions
What should be agreed before a study starts?
How is timing set?
Timing follows audience accessibility, method, sample, review points, and dependencies. A specific commitment should be made only after scoping.
How are geographies confirmed?
We plan around your target audience, study locations, language needs and collection method. Our Pan India presence supports nationwide research; specialist access and international requirements are assessed against the specific brief.
Who owns the data and deliverables?
Ownership, permitted use, access, retention, and deletion should be stated in the project agreement before collection.
Can the design change during fieldwork?
Changes should be documented with their reason, impact on comparability, approval owner, and any revised timing or cost.
Before stage one
Start with what you know.
You do not need a finished questionnaire or a fixed method. Share the decision, audience and deadline; we can work through the design together.