About the Primary Market Research Schedule template for Project Professional

Applies to
Microsoft Office Project Professional 2003

This article describes the Primary Market Research Schedule template for Project. You can download the template by clicking the link in the See also box in this article. The objective of this template is to identify and coordinate the activities required for planning and conducting primary market research. You can use the template as is, or you can modify it to fit your primary market research project.

Project Guide

The Project Guide in the left pane contains a list of tasks for each activity area and provides instructions and wizards to help you accomplish those tasks. If the Project Guide is not visible, click Project Guide Project Guide button on the Project Guide toolbar.

 Tip   To display the Project Guide toolbar, point to Toolbars on the View menu, and then click Project Guide.

Template design

The template is based on a phased methodology, which uses phase-completion milestones (milestone: A reference point marking a major event in a project and used to monitor the project's progress. Any task with zero duration is automatically displayed as a milestone; you can also mark any other task of any duration as a milestone.) as a reporting mechanism. You can customize the template by adding milestones as appropriate.

Template organization

The template is organized into four key phases: Initiation, Planning, Execution, and Closeout. Each phase has subcategories with specific tasks or deliverables to be completed. Click the plus sign (+) next to a category to expand the outline and see category tasks. Modify the subcategories and task descriptions to fit your primary market research project.


During the initiation phase of your primary market research project, you clearly define the research requirements and create a project charter. You identify the business case for this research and the expected benefits. You also define the research project scope by describing at a high level what this project will deliver and any specific exclusions. To complete the initiation phase, you document the project charter and have the charter approved before you move on to the planning phase.


In the planning phase, you continue with more detailed analysis and requirements for your primary market research project. You create the scope statement, develop a Work Breakdown Structure (WBS), and define a baseline against which project performance will be measured. You plan the process of selecting a marketing research vendor, if you decide to hire an outside consultant. You create a schedule and a plan for managing resources. Finally, you create the supporting plans, such as risk management and quality control. At the conclusion of the planning phase, project stakeholders and the team should clearly understand the project plan and have approval to start the execution phase.


The execution phase of the Primary Market Research Schedule focuses on preparing for and carrying out a brainstorming session and then advertising for and selecting a research vendor who carries out the actual information gathering. First, you perform the prep work — from identifying the location for the brainstorming session to arranging for a facilitator. Then you conduct the brainstorming session and present the results to management. The next important step is to solicit proposals and select a research vendor. The vendor develops the primary market research tools and then conducts the primary market research. When the execution phase is completed, you compile the gathered data and present a complete report to management.


In the closeout phase, you archive the documents. You then review the project so that future projects can benefit from any lessons learned. Finally, you close out the project.

More information

For more information about working with the features used in this template, use the Help topics in the Project Help task pane located on the left side of the template, or search for more Help in the search box.

Applies to:
Project 2003