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10 strategies and tactics for Research

What is Research strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Research strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Research strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Research strategy examples

You'll find below a list of Research tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for integrating UX Research into Standard Work Process

  • ⛳️ Strategy 1: Define relevant methods and metrics

    • Organise a brainstorming session with key stakeholders
    • Identify the most pressing UX issues within the product
    • Research various UX research methods suitable for the product
    • Prioritise the top research methods to be implemented
    • Determine key metrics that align with product goals
    • Assign team members to each selected research method
    • Create a timeline for implementation of chosen methods
    • Develop a plan to track and measure defined metrics
    • Schedule regular check-ins to assess progress
    • Document findings and share with the team

  • ⛳️ Strategy 2: Establish weekly team meetings

    • Set a recurring calendar invite for all relevant team members
    • Create a standard agenda for each meeting to ensure focus
    • Rotate meeting facilitators to encourage diverse input
    • Review and discuss recent UX research findings
    • Identify potential adjustments to current UX strategy
    • Invite guest speakers or experts to share insights
    • Allocate time for Q&A and open discussion
    • Summarise key takeaways and action items from each meeting
    • Distribute meeting minutes to all stakeholders
    • Plan future meeting topics based on team feedback

  • ⛳️ Strategy 3: Develop long-term UX research strategy

    • Draft an outline for a six-month UX research plan
    • Gather input from cross-functional teams for alignment
    • Identify and recruit ten users for diverse testing
    • Schedule user testing sessions and gather feedback
    • Incorporate user feedback into the research plan
    • Establish a process for analysing and interpreting test results
    • Define roles and responsibilities for executing the plan
    • Create a roadmap with key milestones and deadlines
    • Regularly review and adjust the plan as needed
    • Communicate the strategy and updates to the entire organisation
ux-researchintegrationux-researcherdata-analystproduct-developmentuser-experience
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Strategies and tactics for utilising Football Metaphors to Manage an Investment Portfolio

  • ⛳️ Strategy 1: Balance offensive and defensive plays

    • Identify high-growth stocks like selecting star forwards
    • Include dividend-paying stocks as defenders for stability
    • Diversify investments across sectors like a varied team line-up
    • Mix tech and healthcare stocks to spread risk
    • Research management teams to find strong leaders as team captains
    • Implement a rotational investment strategy similar to player rotations
    • Regularly review portfolio performance with team huddle simulations
    • Apply the Executive-Investment Coach (EIC) top-down approach
    • Conduct macroeconomic analysis like assessing the playing field
    • Stay informed on global economic trends like watching global soccer tournaments

  • ⛳️ Strategy 2: Choose strong economies and companies

    • Select portfolios spread across promising economies like US and India
    • Identify stocks based on their economic growth potential
    • Focus on companies with growing capital per worker
    • Measure steady capital-output ratios over time
    • Evaluate ROE figures, prioritising those above 30%
    • Choose companies based on PE and PB ratios fitting desired criteria
    • Consider monetary policy impacts on sectors like banking and finance
    • Incorporate valuation factors across multiple categories
    • Assess investor sentiment for market timing
    • Monitor geopolitics to exploit industry-specific opportunities

  • ⛳️ Strategy 3: Engage in team-based decision-making

    • Conduct daily team meetings to discuss and deliberate over options
    • Utilise a structured ideation phase for stock selection input
    • Allocate roles within the team for sector-based research
    • Select top competitors of the chosen stocks for analysis
    • Analyse financial statements and ratios for decision making
    • Use technical chart trends for short-term investment forecasts
    • Utilise a custom screener for long-term investment options
    • Discuss and resolve conflicting opinions during team meetings
    • Simulate portfolio testing through various economic scenarios
    • Define a clear process from industry selection to stock segregation
investment-diversificationfootball-metaphorsinvestorfinancial-analystinvestment-management-teameconomic-analysis-team
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Strategies and tactics for developing strategy and planning for the Frontier Research Division in economic and finance

  • ⛳️ Strategy 1: Enhance research capabilities

    • Recruit top-tier researchers and economists in the field
    • Invest in advanced research tools and databases
    • Establish partnerships with leading academic institutions
    • Provide ongoing training and development for research staff
    • Create a collaborative research culture within the division
    • Implement regular research reviews and quality assessments
    • Expand the research into emerging economic and finance issues
    • Encourage publication of research in top journals
    • Develop mentorship programmes for junior researchers
    • Allocate dedicated funding for innovative research projects

  • ⛳️ Strategy 2: Improve dissemination of research findings

    • Develop a comprehensive research dissemination plan
    • Create a dedicated website and blog for the division
    • Host regular webinars and conferences to present findings
    • Collaborate with media outlets for greater visibility
    • Produce and distribute research summaries and reports
    • Engage with policymakers to translate research into practice
    • Utilise social media platforms for wider outreach
    • Develop partnerships with industry stakeholders
    • Create informative and visually engaging infographics
    • Track and measure the impact of dissemination efforts

  • ⛳️ Strategy 3: Foster collaboration and partnership

    • Identify and approach potential research partners
    • Establish joint research initiatives with partner organisations
    • Develop frameworks for collaborative research projects
    • Share resources and expertise with partner institutions
    • Set up regular meetings and workshops with partners
    • Participate in international research networks and consortia
    • Create bilateral exchange programmes for researchers
    • Leverage partner networks to access new funding opportunities
    • Promote joint publications with partner researchers
    • Measure and report the outcomes of collaborative efforts
research-capabilitiesdisseminationresearchereconomistfrontier-research-divisionacademic-institutions
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Strategies and tactics for developing scientific research

  • ⛳️ Strategy 1: Strengthen research skills

    • Enroll in advanced research methodology workshops
    • Engage in collaborative research projects
    • Attend conferences to learn about current research trends
    • Utilise online resources for self-directed learning
    • Participate in journal clubs to discuss new research
    • Seek mentorship from experienced researchers
    • Develop systematic literature review skills
    • Improve proficiency in data analysis software
    • Enhance academic writing and publishing skills
    • Practice presenting research findings effectively

  • ⛳️ Strategy 2: Increase funding opportunities

    • Identify potential funding agencies and grant opportunities
    • Build relationships with industry partners for collaboration
    • Develop strong and competitive grant proposals
    • Attend grant writing workshops and seminars
    • Network with other researchers for joint funding applications
    • Establish a clear research agenda to attract funding
    • Engage in interdisciplinary research to widen funding prospects
    • Track and analyse successful grant applications
    • Promote research success stories to attract more funding
    • Regularly update skills in financial management of research projects

  • ⛳️ Strategy 3: Enhance research visibility

    • Publish research in high-impact journals
    • Present findings at national and international conferences
    • Engage with social media to share research updates
    • Develop a personal researcher profile on academic websites
    • Collaborate with media for research dissemination
    • Create and update a professional research portfolio
    • Network with other researchers and professionals
    • Use open-access platforms to maximise reach
    • Engage in community outreach to share research benefits
    • Monitor and assess research impact through metrics
research-developmentfunding-opportunitiesresearchergrant-writerresearch-teamgrant-management-team
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Strategies and tactics for developing a Marketing Plan for the Artificial Intelligence Conference 2025

  • ⛳️ Strategy 1: Leverage influential partnerships and sponsorships

    • Engage with the Minister of Artificial Intelligence, Omar Al-Olama, for promotional messaging and social media endorsement
    • Collaborate with AI-focused organisations for media partnerships and broader conference reach
    • Secure sponsorship deals with leading AI companies to enhance credibility
    • Coordinate with the Intercontinental Festival City Hotel for co-marketing opportunities
    • Involve high-profile main speakers in the marketing campaigns
    • Utilise sponsorship logos across all promotional materials
    • Create a dedicated webpage listing all sponsors and partners with links to their profiles
    • Produce joint press releases with sponsors and partners to announce the event
    • Highlight partnership benefits and testimonials on social media campaigns
    • Organise pre-event webinars or interviews featuring sponsors and partners

  • ⛳️ Strategy 2: Target AI researchers and academic institutions

    • Compile a list of major universities and academic institutions with strong AI departments
    • Craft and send formal invitation letters to department heads and influential professors
    • Offer special early-bird registration discounts for first 50 researcher sign-ups
    • Promote conference participation via academic journals and newsletters
    • Host an online information session about conference opportunities for researchers
    • Coordinate with universities for potential research paper presentations
    • Facilitate a digital platform for researchers to submit abstracts and papers
    • Engage student ambassadors to promote the conference at their universities
    • Use LinkedIn groups and academic forums to disseminate information
    • Feature accepted research titles on the conference website

  • ⛳️ Strategy 3: Execute a multi-channel digital marketing campaign

    • Develop a visually engaging conference website with registration capabilities
    • Implement a countdown timer and regularly update the website content
    • Utilise social media platforms including LinkedIn, Twitter, and Facebook for targeted advertisements
    • Create a series of email newsletters to update and engage potential attendees
    • Use pay-per-click advertising to reach AI professionals globally
    • Implement search engine optimisation strategies to increase conference visibility
    • Design and distribute digital flyers and banners across AI forums and communities
    • Develop engaging content such as blogs and videos about AI trends and the conference
    • Engage influential AI bloggers and vlogs for endorsements
    • Establish a conference hashtag for social media engagement and tracking
marketing-planai-conferencemarketing-managerevent-coordinatormarketing-teamconference-organizing-team
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Strategies and tactics for объектив недоступен

    lycopenesubcritical-waterresearcherlab-technicianextraction-research-teamfood-technology-team
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    Strategies and tactics for improving college's multiple departments

    • ⛳️ Strategy 1: Strengthen student and alumni engagement

      • Create a student-alumni mentorship programme
      • Organise annual alumni networking events
      • Develop a student feedback system for continuous improvement
      • Introduce a regular newsletter featuring alumni achievements
      • Build a dedicated alumni association website
      • Offer career support and workshops for current students
      • Set up a virtual platform for student-alumni interaction
      • Host webinars with successful alumni to inspire students
      • Establish an alumni scholarship fund to support students
      • Enhance career services with internship and job opportunities

    • ⛳️ Strategy 2: Revamp curriculum and achieve higher accreditation standards

      • Form a committee to review and update the curriculum annually
      • Incorporate industry-relevant skills and knowledge into courses
      • Collaborate with accrediting bodies for guidance and standards
      • Integrate experiential learning opportunities like internships
      • Offer interdisciplinary courses to broaden student expertise
      • Utilize feedback from employers to tailor curriculum updates
      • Implement regular faculty training to improve teaching quality
      • Seek partnerships with leading universities for curriculum development
      • Ensure curriculum aligns with national and international standards
      • Promote continuous evaluation and accreditation processes

    • ⛳️ Strategy 3: Expand research and development capabilities

      • Encourage faculty and students to participate in research projects
      • Establish a dedicated research and development funding department
      • Foster industry collaboration for research opportunities
      • Organise an annual research symposium to showcase findings
      • Provide grants or awards for outstanding research contributions
      • Facilitate access to cutting-edge research tools and facilities
      • Develop partnerships with research institutes and labs
      • Increase publication of research in high-impact journals
      • Promote interdisciplinary research projects
      • Ensure research efforts align with societal needs and trends

    • ⛳️ Strategy 4: Enhance infrastructure and administrative efficiency

      • Conduct an infrastructure needs assessment survey
      • Prioritise upgrades to essential facilities and resources
      • Implement energy-efficient and sustainable building practices
      • Invest in digital tools to streamline administrative processes
      • Create an online platform for student services and support
      • Regularly maintain and upgrade IT infrastructure for reliability
      • Enhance campus safety and accessibility for all students
      • Evaluate staffing needs to optimise administrative operations
      • Communicate transparently with stakeholders on infrastructure plans
      • Develop a long-term infrastructure master plan for future growth
    engagementefficiencymentorresearchercurriculum-developmentalumni-relations
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    Strategies and tactics for establishing a restaurant in Sofia offering good food, value for money, and quality service

    • ⛳️ Strategy 1: Conduct thorough market research

      • Identify target customer demographics and their preferences
      • Analyse competitors to benchmark pricing and service standards
      • Determine optimal restaurant location based on foot traffic and accessibility
      • Gather customer feedback and insights through surveys and focus groups
      • Study successful restaurants in similar market segments
      • Assess local suppliers and evaluate cost-effectiveness and quality of ingredients
      • Examine dining trends to align with customer expectations
      • Identify potential partnerships with local businesses for cross-promotion
      • Estimate market size and growth potential in Sofia
      • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats

    • ⛳️ Strategy 2: Develop a cost-effective business model

      • Create a detailed financial plan including budget and projected cash flow
      • Set competitive yet sustainable pricing for menu items
      • Optimize menu selection balancing premium quality and cost
      • Implement a customer loyalty program to encourage repeat business
      • Negotiate bulk purchase agreements with suppliers for cost savings
      • Utilise technology solutions for efficient operations such as reservation systems
      • Plan a phased scaling approach to manage expenses
      • Explore additional revenue streams like catering services
      • Conduct regular financial reviews to ensure targets are met
      • Maintain lean staffing optimised for peak and off-peak times

    • ⛳️ Strategy 3: Deliver exceptional customer experience

      • Recruit and train staff with a focus on service excellence
      • Implement strict quality control measures for food preparation
      • Design a welcoming and comfortable dining environment
      • Regularly update menu to incorporate seasonal and customer favourites
      • Monitor customer feedback and promptly address complaints
      • Ensure quick and friendly service with minimal wait times
      • Establish a strong brand identity through consistent marketing efforts
      • Host events and promotions to attract diverse clientele
      • Utilise social media and digital platforms for customer engagement
      • Develop a comprehensive health and safety protocol to ensure trust
    market-researchcustomer-experiencemarket-researcherrestaurant-managermarketing-teamoperations-team
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    Strategies and tactics for making a Multiyear Commitment to Consistent Research Themes

    • ⛳️ Strategy 1: Align research themes with firm priorities

      • Conduct a workshop with key stakeholders to identify firm priorities and align them with the research themes
      • Develop a mapping document linking each research theme with specific firm objectives
      • Establish a steering committee to oversee alignment and review progress quarterly
      • Create an internal communication plan to highlight the alignment of research themes and firm priorities
      • Incorporate alignment objectives into individual performance goals for team members
      • Schedule regular meetings with senior leadership to review research progress and alignment
      • Identify key performance indicators (KPIs) related to alignment and track them consistently
      • Develop a reward system to acknowledge contributions to strategic alignment
      • Regularly survey leadership for feedback on the effectiveness of alignment initiatives
      • Update and adjust alignment strategies based on feedback and changing firm priorities

    • ⛳️ Strategy 2: Expand expertise in the three research themes

      • Develop a comprehensive training programme focusing on Canada prosperity, reconciliation, and tech & innovation
      • Identify and collaborate with external experts to conduct workshops and mentoring sessions
      • Encourage team members to attend related conferences, seminars, and webinars
      • Subscribe to leading journals and publications relevant to the research themes
      • Create cross-functional teams to foster diverse perspectives and expertise sharing
      • Host monthly knowledge-sharing sessions within the organisation
      • Develop partnerships with academic institutions for research and expertise development
      • Encourage team participation in online courses and certifications related to the themes
      • Create a repository of research papers and resources for continuous learning
      • Regularly evaluate the team's expertise through assessments and feedback tools

    • ⛳️ Strategy 3: Unlock thought partnership and relationship opportunities

      • Identify and target key industry influencers and organisations for partnerships
      • Develop a clear value proposition for potential thought partners
      • Attend and participate in industry networking events and panels
      • Leverage social media platforms to engage with thought leaders in these themes
      • Create co-branded research initiatives with potential partners
      • Establish an advisory board comprising experts in the research themes
      • Produce and distribute thought leadership content through various channels
      • Host roundtable discussions on research progress and partnership opportunities
      • Seek collaborative opportunities in grant applications and funding proposals
      • Regularly review and refine partnership strategies based on collaboration outcomes
    research-alignmentexpertise-developmentresearch-analystpartnership-managerstrategic-planning-teamresearch-development-team
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    How to track your Research strategies and tactics

    Having a plan is one thing, sticking to it is another.

    Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

    A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

    More strategies recently published

    We have more templates to help you draft your team goals and OKRs.

    Planning resources

    OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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