Customer Research Practice

Plan one decision-led research round

Turn venture assumptions into a focused research round that can inform one specific decision.

Preparation
A focused planning session before recruitment
Difficulty
Moderate
Task
Focus the next research round
Back to the Task: Focus the next research round

Before you start

Get what you need before you start

  • State the pending venture decision and list the assumptions behind it.
  • Choose an approved spreadsheet with access limited to the research team.

Steps

Work through the method

Use the listed inputs and tools. Check the evidence when you need to verify a step.

  1. State the blocked decision

    Write the decision, its owner, and the date when evidence will be reviewed.

    Why it matters: The round needs a clear decision before questions and methods are chosen.

    Input
    The pending venture decision.
    Output
    A one-sentence decision statement.
    Tools in this stepGoogle Sheets

    Evidence for this step

  2. List the assumptions

    Record what must be true for the current option to make sense, without presenting the assumptions as facts.

    Why it matters: Explicit assumptions can become research questions.

    Input
    The decision statement and current rationale.
    Output
    A short assumption list.
    Tools in this stepGoogle Sheets

    Evidence for this step

  3. Turn assumptions into questions

    Write open research questions and rank them by their effect on the decision.

    Why it matters: A narrow round protects the link between evidence and the pending choice.

    Input
    The assumption list.
    Output
    One or two priority research questions.
    Tools in this stepGoogle Sheets

    Evidence for this step

  4. Define the relevant people

    Describe the people who recently faced the situation needed to answer each question.

    Why it matters: The participant group must match the research question.

    Input
    The priority questions.
    Output
    A participant definition with recent-experience criteria.
    Tools in this stepGoogle Sheets

    Evidence for this step

  5. Choose the method

    Select interviews, observation, or another activity that can produce the needed evidence.

    Why it matters: The method should follow the question and participant group.

    Input
    The questions and participant definition.
    Output
    A method choice with a written reason.
    Tools in this stepGoogle Sheets

    Evidence for this step

  6. Set the evidence review

    State what the team will inspect and how it will decide to continue, change direction, or gather more evidence.

    Why it matters: A review rule keeps the round connected to the original decision.

    Input
    The complete research plan.
    Output
    A review checklist and named decision meeting.
    Tools in this stepGoogle Sheets

    Evidence for this step

Success checks

Check the result before you finish

  • The plan names one decision and one owner.
  • Every question maps to the participant group and method.
  • The review rule avoids promised outcomes or unsupported thresholds.

Failure modes

Watch for these problems

  • Split the round when several decisions compete for the same interviews.
  • Return to the assumption list when a question asks for general feedback.
  • Pause recruitment when the participant definition depends on the unconfirmed entrepreneur-in-residence label.

Tools

Choose the tools you need

Sources

Read the sources behind this practice

Check what each source supports and where the advice has limits.