Scores a research function on four value axes — value realised, decision influence, cost efficiency and insight reuse — and returns an AI PDF report with banded results to defend the budget with.
Quick answer
Scores a research function on four value axes — value realised, decision influence, cost efficiency and insight reuse — and returns an AI PDF report with banded results to defend the budget with.
Research budgets get cut in the dark. This self-assessment puts an insight, UX or market research function through sixteen weighted 1–5 statements across four value axes: Value Realisation (measurable business value, quality improvement, stakeholder recognition, intangible gains), Decision Influence (strategic decisions informed, practice changed, leadership citation, uncertainty reduced), Cost Efficiency and Insight Reuse. Each completion returns an AI PDF report with banded results per axis, giving a defensible value case to bring to finance — built from scored evidence rather than a claimed ratio.
Live form and AI report preview — fill it in and the report is generated from your answers.
Everything you need to run this template.
Value realised, decision influence, cost efficiency, insight reuse.
Outcomes cited as evidence rather than decks claimed.
Banded results to take into a budget conversation.
Same scale each cycle so the trend is arguable-proof.
From copy to deliverable in four steps.
Copy the assessment into your FormLM workspace — free.
Name studies and their consequences.
Conservative numbers beat pitch numbers.
The AI PDF frames it for finance.
Pick your role — see how it fits your workflow.
Defend the line with receipts.
Show function value beyond activity.
Tie spend to avoided waste.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
