Working with a research partner
A shared checklist for commissioning, reviewing and delivering a study.
Agree the study plan
- Decision and objectives: what the result needs to inform.
- Audience: markets, language, eligibility, sources and quotas.
- Instrument: method, measures, concepts, routing and pilot checks.
- Collection: ownership, schedule, target accepted completes and budget.
- Analysis: bases, exclusions, weights, comparisons and limitations.
- Delivery: report, slides, tables, evidence access and review owner.
Name who approves the design, fieldwork changes and final deliverable. Keep material decisions with the project.
Agree access and data handling
Confirm workspace access for each person and client. Agree who may see individual responses, contact details and shared reports. A public documentation page grants no access to research data.
Request the applicable processing agreement, processor information, storage/transfer details, retention policy and deletion process. Review these for the actual services used by the study. Documentation is not a contractual or certification claim.
Run acceptance checks
- Review and approve the guide and respondent introduction.
- Test routing, permissions and interruption/recovery in a pilot.
- Reconcile sample and quality counts against the planned population.
- Reproduce a few key numbers and inspect supporting and contradictory evidence.
- Open the actual exports in the tools the company will use.
- Confirm the scope and access of the version being delivered.
Plan an embedded workflow
If Research must sit inside an agency survey or data pipeline, agree the participant identity, link handoff, outcome rules and data contract first. Modern respondent pages currently prevent iframe embedding. Use an agreed link handoff until a scoped embedding contract is available.
Contact hello@underheard.ai with the desired workflow, required formats and account boundaries. Do not include respondent records or credentials in an initial integration enquiry.