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Marketing Research Template

Template for Marketing Research. Customize this template for your specific needs.

For Informational Purposes

This document template is provided for informational purposes. Customize it for your specific needs.

Document: Marketing Research

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Version 1 • Last updated 6/4/2026

Marketing Research Plan & Report

Project: [Research project name] Prepared by: [Name / team] Date: [Date] Decision this informs: [The specific decision]


Part A — Research Plan

1. Background & objectives

[Why are we running this study? What decision depends on it? State the single business decision this research is meant to inform.]

2. Research questions

[The 2 to 3 specific questions you must answer. Keep the list short.]

  • [Research question 1]
  • [Research question 2]
  • [Research question 3]

3. Method & sample

ElementDetail
Approach[Primary / secondary, qualitative / quantitative]
Method(s)[Survey, interviews, focus group, desk research...]
Population[Who you want to draw conclusions about]
Sample size[Number, and why it's enough]
Recruitment[How you'll reach and screen participants]
Fieldwork dates[Start - end]

4. Instrument

[Attach or summarise the survey, interview guide, or discussion plan. Note that it was piloted on [n] people before launch.]

5. Analysis plan

[How you'll cut and compare the data, decided before fieldwork. Which segments, which comparisons, which success criteria.]


Part B — Report

6. Summary

[The answer to the research questions in 3 to 4 sentences. Write this last, read it first.]

7. Method recap

[One short paragraph: what you did, with whom, when. Enough for a reader to judge how much to trust it.]

8. Key findings

[The facts the data shows, stated plainly. Separate observation from interpretation.]

  • [Finding 1] — [what the data shows]
  • [Finding 2] — [what the data shows]
  • [Finding 3] — [what the data shows]

9. Insights

[The non-obvious, decision-changing implications behind the findings. Note how confident you are in each.]

  • [Insight 1] — [what it means and why it matters]
  • [Insight 2] — [what it means and why it matters]

10. Recommendations

[Each recommendation should trace back to an insight and be something a real team can act on.]

#RecommendationOwnerPriority
1[Action][Team][High / Med / Low]
2[Action][Team][High / Med / Low]
3[Action][Team][High / Med / Low]

11. Limitations

[What this study cannot tell you — sample limits, timing, anything that should temper the conclusions.]


Appendix

  • [Full questionnaire / interview guide]
  • [Data tables and charts]
  • [Sources for secondary research]
Use in GeneratorView Guide

About this Template

Part of the Marketing Research document collection

Document Type

Marketing Research

Structured research into your market, customers, and competitors to guide decisions.

Complexity

moderate

Format

report