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Desk Research Plan

Timeboxes and defines done, since desk research otherwise expands to fill the whole project.

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CategoryResearchForAnalysts, ConsultantsTested onClaudeChatGPT

Running it, start to finish

  1. Set the depth from the consequence of the decision.
  2. Define what done looks like before you start reading.
  3. Stop at the timebox and report with stated uncertainty.

What you get back

The output this produces, every time.

  • Matches research depth to the consequence of the decision it feeds.
  • Defines completion before starting, since desk research has no natural end.
  • Names when the answer is not published and primary research is needed instead.

Getting better results

Where this usually goes wrong, and how to avoid it.

  • Stop when sources repeat. When three consecutive sources add nothing, further reading is unlikely to change the picture.
  • Use the field's own vocabulary. Specialist terminology differs from everyday phrasing, and searching with the wrong words misses the best sources entirely.
  • Record uncertainty in the output. Research presented without its limits gets treated as more solid than it is by everyone who receives it.

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