Desk Research

Perform efficient desk research using public and proprietary secondary sources to answer questions quickly without primary fieldwork. Use when you need fast situational awareness, market context, or fact-finding before deeper primary research.

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Desk Research

Overview

Desk research gathers and evaluates existing information. Done well, it answers many questions cheaply and focuses primary research on what remains unknown.

When to Use

  • Rapid market or competitive context
  • Fact-checking and background briefs
  • Pre-work before interviews or surveys
  • Policy, regulatory, or industry scans

Core Practices

  • Clarify the question and “good enough” threshold
  • Identify high-yield source types (filings, reports, stats agencies, trade press, academic)
  • Triangulate important claims across independent sources
  • Date-stamp and quality-rate sources
  • Separate facts, estimates, and opinions
  • Stop when incremental sources add little new signal

Principles

  • Speed with source hygiene beats endless collection
  • Primary-sounding blogs are often secondary opinions
  • Numbers without methodology are suspect
  • Document paths so others can re-check

Verification

  • Key claims have sources and dates
  • Conflicts between sources are noted
  • Output answers the original question directly

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