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Your study inputs
Share target profiles, markets, screening criteria, survey requirements, quotas, source restrictions, timeline and expected outputs. Identify the owner of questionnaire changes and final validation.
Clear responsibilities, useful communication
A working relationship should make the next decision easier.
Good fieldwork depends on people knowing what has been agreed, what has changed and who can decide. Start with a practical responsibility plan that research, operations, suppliers and commercial contacts can all use.
02 / Working Together
Make updates useful to the person receiving them.
A progress report should explain implications and decisions, as well as numbers.
A consistent reporting rhythm
Agree the cadence and contacts for quota progress, incidence observations, source movement, quality reviews and outstanding returns. Separate an observation from a confirmed cause.
An exception with an owner
For a blocker, record what is known, what remains uncertain, the next action and the decision owner. A revised target or source plan should have an explicit approval route.
Requirements that stay visible
Keep essential criteria separate from possible flexibility. The Audience Fit Planner can export draft revisions for discussion; approved changes should then be recorded in the project working record.
03 / Working Together
Close the study with an understandable record.
A clear handover helps the next team use the data and the next study start with better assumptions.
Reconciled delivery
Review accepted outcomes, exclusions, corrections and unresolved cases against the agreed rules. Confirm the final files, relevant quality notes and commercial adjustments.
Useful continuity
Discuss what recruitment assumptions held, which audience definitions needed clarification and what to carry forward. Recontact and reuse require suitable permissions and project-specific agreement.
Development direction
A future extension could connect approved audience definitions, changes and client decisions in one dated review record. Its purpose would be clearer accountability; automatic enquiry-to-project integration is not promised by the current brief tool.
Continue with context
Connect the information with your actual study.
Share your audience, markets, method, target completes, LOI and timing. We can discuss practical options, assumptions, responsibilities and the handover your team needs.