01 · Establish the starting point
Define the business question.
Identify the decision, category, products, and timing. Review your current Charter use and available capabilities, then agree on the first investigation and what a useful answer looks like.
02 · Work through the evidence
Investigate in Charter.
Work through the relevant reports, applications, or research process. Check populations, comparisons, and definitions so the interpretation fits the evidence. Review findings and tradeoffs together.
03 · Put the findings to use
Build the case. Plan the next decision.
Prepare a decision brief for your team or merchant discussion. Continue with specialist advisory across business reviews, product decisions, and research priorities, or build your team’s capability through the work itself.
An example of the work
A decision brief built around your business.
The question and scope. The findings. The options and tradeoffs. A recommendation tied to the evidence, with limitations and next steps made clear. A research plan, digital action plan, or working Charter setup may be the better deliverable for your team.
The format should make the work useful: Excel for the detail, a visual brief for the discussion, or an interactive view to explore the findings. We shape it around the people who need to use it.
Read an illustrative decision brief↗Explore an interactive delivery concept↗