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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 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 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 equipping candidates with advanced skills

    • ⛳️ Strategy 1: Develop a comprehensive curriculum

      • Review existing economics curricula at other leading universities
      • Consult with industry professionals for practical insights
      • Include courses on advanced research methodologies
      • Integrate courses on policy analysis and economic modelling
      • Create a module on critical thinking and problem-solving
      • Incorporate case studies of successful economic policies
      • Design interactive workshops with policy makers
      • Offer elective courses in niche areas of economics
      • Build a capstone project centred on real-world economic issues
      • Continuously update curriculum based on economic trends

    • ⛳️ Strategy 2: Foster a robust research culture

      • Establish partnerships with international research institutions
      • Provide funding for student-led research projects
      • Organise regular research seminars and conferences
      • Encourage publications in high-impact journals
      • Develop a mentorship programme with experienced researchers
      • Facilitate access to extensive research databases
      • Promote interdisciplinary research collaborations
      • Introduce research grants and awards for exceptional work
      • Develop a platform for sharing research findings
      • Create an alumni network for ongoing research collaboration

    • ⛳️ Strategy 3: Build strong industry connections

      • Reach out to government bodies for collaborative opportunities
      • Establish partnerships with international organisations
      • Connect with think tanks for joint research projects
      • Invite industry leaders for guest lectures
      • Set up internship programmes in policy-making entities
      • Organise networking events for students and professionals
      • Participate in economic policy forums and discussions
      • Develop an advisory board with industry experts
      • Offer consultancy services to governments and organisations
      • Track alumni career paths for stakeholder engagement
    advanced-skillseconomic-policycurriculum-developerresearch-mentorresearch-and-developmentindustry-relations
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    Strategies and tactics for developing sandbox datasets and researching privacy-preserving technology

    • ⛳️ Strategy 1: Build and evaluate sandbox datasets

      • Identify key data attributes for sandbox datasets
      • Collect raw data from diverse sources
      • Anonymise data using established privacy techniques
      • Create synthetic data to fill gaps in raw data
      • Validate the accuracy and utility of the synthetic data
      • Develop metrics to evaluate dataset privacy and utility
      • Implement regular reviews to ensure data currency
      • Collaborate with experts for dataset validation
      • Document data sources and anonymisation processes
      • Make sandbox datasets accessible to researchers

    • ⛳️ Strategy 2: Implement and test privacy-preserving technologies

      • Identify leading privacy-preserving technologies in the field
      • Collaborate with tech experts to understand these technologies
      • Select appropriate technologies for your datasets
      • Implement chosen technologies in controlled environments
      • Conduct rigorous testing to evaluate effectiveness
      • Gather feedback from users and stakeholders
      • Update and refine technologies based on feedback
      • Document the testing process and outcomes
      • Provide training to team members on these technologies
      • Present findings in professional forums and conferences

    • ⛳️ Strategy 3: Research and develop new privacy-preserving methodologies

      • Conduct a literature review on existing methodologies
      • Identify gaps and areas needing innovation
      • Formulate hypothetical models for new methodologies
      • Collaborate with academic and industry experts
      • Seek funding for exploratory research
      • Develop prototypes of the new methodologies
      • Test and validate prototypes in sandbox environments
      • Gather and analyse data from real-world scenarios
      • Publish findings in academic journals
      • Continue iterative development based on research outcomes
    sandbox-dataanonymizationdata-scientistprivacy-engineerresearch-and-developmentdata-privacy
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    Strategies and tactics for launching the Training Academy

    • ⛳️ Strategy 1: Develop a comprehensive profile

      • Compile a detailed professional bio
      • List credentials, certifications, and awards
      • Document training expertise areas
      • Collect and include testimonials and case studies
      • Design a professional logo and brand identity
      • Arrange a professional photoshoot
      • Publish the portfolio on the training institute's website
      • Create printed materials with the portfolio
      • Update the portfolio on social media profiles
      • Maintain the portfolio by regularly adding new testimonials and achievements

    • ⛳️ Strategy 2: Enhance online presence and engagement

      • Develop a dedicated webpage on the training institute’s website
      • Publish content regularly including articles, blog posts, and case studies
      • Optimize the website for SEO
      • Enhance LinkedIn profile and engage regularly
      • Create and manage Instagram and Facebook accounts
      • Launch a YouTube channel with training videos and webinars
      • Use targeted ads on social media
      • Implement Google Ads for increased reach
      • Gather and publish customer reviews online
      • Monitor and engage with audience feedback on social media

    • ⛳️ Strategy 3: Expand networking and build strategic partnerships

      • Schedule speaking engagements at industry events and conferences
      • Organize workshops and webinars
      • Collaborate with brands and organisations in Saudi Arabia
      • Join relevant industry associations
      • Reach out to HR professionals for potential collaborations
      • Attend industry seminars and networking events
      • Develop joint ventures with complementary training providers
      • Establish partnerships with universities and colleges
      • Engage in community events to increase visibility
      • Form alliances with international training institutes
    marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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    Strategies and tactics for implementing the Goldilocks Bouquet Strategy

    • ⛳️ Strategy 1: Research and analyse the market

      • Conduct a market survey to understand customer preferences
      • Analyse competitor offerings and pricing strategies
      • Identify gaps in the market and potential areas for differentiation
      • Evaluate seasonal trends and their impact on bouquet sales
      • Assess the spending habits of target customer segments
      • Gather feedback from existing customers on bouquet preferences
      • Study the success stories of similar bouquet strategies in other markets
      • Identify preferred floral varieties and colours based on market demand
      • Determine the average price point for mid-range bouquets
      • Compile and present a comprehensive market analysis report

    • ⛳️ Strategy 2: Develop a diverse bouquet product range

      • Design three tiers of bouquet offerings: basic, mid-range, and premium
      • Select a variety of flowers for each tier based on market research
      • Determine appropriate pricing for each bouquet tier
      • Create unique selling propositions for each bouquet tier
      • Ensure consistent quality across all bouquet tiers
      • Develop a seasonal bouquet line to cater to specific occasions
      • Collaborate with suppliers to ensure a steady supply of fresh flowers
      • Create an attractive and consistent packaging for all bouquets
      • Implement sustainable and eco-friendly practices in bouquet production
      • Regularly review and update bouquet offerings based on customer feedback and market trends

    • ⛳️ Strategy 3: Implement effective marketing and sales strategies

      • Develop a comprehensive marketing plan for the bouquet collections
      • Create engaging content to showcase bouquet offerings on social media
      • Launch targeted advertising campaigns to reach potential customers
      • Collaborate with influencers to increase brand visibility
      • Offer special promotions and discounts to attract initial customers
      • Build an easy-to-navigate e-commerce platform for bouquet purchases
      • Train sales staff to effectively communicate the value of each bouquet tier
      • Provide excellent customer service and follow-up for a positive experience
      • Gather and analyse customer feedback to refine marketing strategies
      • Track sales performance and adjust marketing efforts accordingly
    market-researchbouquet-tiersmarket-analystmarketing-specialistresearch-and-developmentsales-and-marketing
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    Strategies and tactics for launching a new business direction - obtaining biotechnology products from plant raw materials

    • ⛳️ Strategy 1: Conduct market research and analysis

      • Identify key market players and potential competitors
      • Analyse market demand and growth potential for biotechnology products from plant materials
      • Determine target customer segments and their specific needs
      • Conduct SWOT analysis to assess strengths, weaknesses, opportunities, and threats
      • Research regulatory requirements and industry standards
      • Assess technological advancements and innovations in the field
      • Evaluate current pricing strategies within the industry
      • Identify potential risks and develop mitigation plans
      • Stay updated on industry trends and future projections
      • Compile a comprehensive market research report

    • ⛳️ Strategy 2: Develop a robust business plan

      • Define your business vision, mission, and objectives
      • Outline the organisational structure and key roles
      • Develop a detailed financial plan with budget forecasts
      • Create a marketing and sales strategy
      • Detail the production process and required resources
      • Identify key performance indicators (KPIs) to measure success
      • Establish timelines and milestones for each business phase
      • Draft an investment proposal to attract potential investors
      • Plan for potential challenges and develop contingency strategies
      • Refine the business plan based on feedback from stakeholders

    • ⛳️ Strategy 3: Build and promote the brand

      • Create a unique brand identity and logo
      • Develop a professional website and online presence
      • Utilise social media platforms to engage with target audience
      • Implement search engine optimisation (SEO) strategies
      • Develop content marketing materials such as blogs and videos
      • Engage in partnerships and collaborations with industry influencers
      • Attend industry conferences and networking events
      • Offer product samples or trials to potential customers
      • Gather and publish customer testimonials and case studies
      • Monitor and analyse marketing campaign performance
    biotechnologymarket-researchbusiness-analystmarketing-managermarketing-teamresearch-and-development-team
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    Strategies and tactics for understanding the business model, barriers, and client targets in line with the economy of functionality and cooperation

    • ⛳️ Strategy 1: Conduct comprehensive market research

      • Identify existing market trends and demands within the economy of functionality and cooperation
      • Analyse competing businesses that leverage similar economic models
      • Survey clients to understand their needs and preferences related to functionality and cooperation
      • Examine internal data to identify current strengths and weaknesses
      • Assess external opportunities and threats in the market
      • Compile data into an actionable insights report
      • Review the insights report with key stakeholders
      • Develop hypotheses on potential strategic adjustments
      • Test these hypotheses through limited pilot programmes
      • Adjust the strategy based on pilot feedback

    • ⛳️ Strategy 2: Redefine the business model

      • Evaluate the current business model for alignment with functionality and cooperation principles
      • Identify areas within the current model that need enhancement
      • Engage with economists specialising in functional economies for insights
      • Brainstorm innovative revenue streams and value propositions
      • Map out a new business model framework
      • Discuss the new framework with senior management and key stakeholders
      • Secure buy-in and support for changes from all levels of the organisation
      • Develop an implementation roadmap with timelines and key performance indicators
      • Conduct staff training sessions on the new business model
      • Monitor and adjust the model based on real-time feedback and results

    • ⛳️ Strategy 3: Target and engage a new client base

      • Define ideal client profiles based on functional economy principles
      • Create targeted marketing campaigns focused on cooperation and value delivery
      • Leverage partnerships with organisations sharing similar values
      • Utilise social media and digital platforms to reach a broader audience
      • Host webinars and live events to educate potential clients
      • Offer introductory pricing or trial periods to entice new customers
      • Collect feedback from new clients to understand their pain points
      • Adjust marketing and service offerings based on feedback
      • Measure success through client acquisition and retention metrics
      • Refine client targeting continuously based on market and feedback analysis
    market-researchclient-engagementeconomistmarketing-strategistmarketing-teamresearch-and-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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