Background: Setting the Stage

Before diving into the nitty-gritty of research methodologies and data collection, it's essential to set the stage by understanding the context of the project. This initial step lays the foundation for the entire research process. Here's how you can effectively establish the background:

1. Brief Summary

Begin by summarizing what you've learned about the business need and the engagement. This summary should be concise yet comprehensive, highlighting key points that your team will need to remember throughout the research process. Think of it as a north star that guides you on your research journey.

2. List of Actors

Identify the various roles, responsibilities, and personas that are relevant to the scope of your project. This list provides clarity on who your research will involve and what specific perspectives you need to consider. It serves as a valuable reference point as you move forward with your plan.

3. Identify Assumptions

Brainstorm and document all the underlying assumptions related to your research topic. These can be about the industry, market trends, consumer behavior, or specific hypotheses you have regarding the project or your business. It's important to capture even those assumptions that might seem obvious or universally accepted.

3. List of Resources

Research often requires external resources and references. Create a resource list that outlines what you'll need to support your research efforts. This can include documents, articles, websites, or even individuals you may need to consult for more background. Additionally, make note of follow-ups on resources to ensure you have access to all the information you require.

Why Background Matters

Establishing the background might seem like a preliminary and straightforward task, but it plays a critical role in the success of your research plan. Here's why it matters:

1. Clarity: A brief summary helps everyone involved in the project gain a clear understanding of the context and objectives. It aligns the team and ensures everyone is on the same page.
2. Focus: Listing actors and personas narrows down your research scope. It prevents you from going off track and ensures you gather insights from the right sources.
3. Efficiency: Identifying resources upfront saves time later in the research process. It allows you to gather necessary materials and information efficiently.
4. Relevance: Research can sometimes lead you down rabbit holes. A well-structured background keeps you grounded and ensures that your research remains relevant to the project's goals.

Conclusion

In the world of research, the first step is often the most crucial. By establishing the background of your project, you lay a solid foundation for your research plan. The next time you embark on a research journey, remember the importance of setting the stage—it's often the key to unlocking valuable insights and making informed decisions down the road.

Next up, we'll dive into the reason you're doing research at all, the research problem.

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