- Why Standardize?
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Why Standardize Your Research Workflow 2 min
- Set Up Your Intake Process
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How to Build a Study Intake Form 4 min
- Know What You Are Asking For
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Directional vs. Decisional Research 3 min
- Build Reusable Survey Content
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How to Build a Reusable Block Library 5 min
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How to Use Templates and XM Solutions 3 min
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Planning Your Research Waves 3 min
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Knowledge Check
- Summary, Next Steps, and Resources
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Summary, Next Steps and Resources
How to Standardize Your Research Workflow
Course 1 of 6 in How to Scale Your Research Program
Learn how to build repeatable research processes in Qualtrics — from intake to analysis — so your team can run more studies, faster, without starting from scratch each time.
Course Summary
Running research at scale requires more than good surveys — it requires a system. This course walks you through how to standardize your intake process, build reusable survey templates and question blocks, and set up structured analysis so every study follows the same reliable path. By the end, your team can launch research faster, reduce rework, and spend more time on insights than setup.
Learning Objectives
By the end of this course, you will be able to:
- Create reusable question blocks and survey templates in the Qualtrics Library
- Set up a structured intake process to capture research requests consistently
- Apply structured analysis tools — including crosstabs and Text iQ — to move from data to insight faster
- Identify when to use directional versus decisional research approaches
Best For: Research leads, market researchers, and insights managers who run multiple studies and want to reduce the operational overhead of each one. Also relevant for team leads responsible for research governance or enabling non-researchers to self-serve.
Recommended Prerequisites It is strongly recommended that you have completed How to Build a Market Research Survey.
Features covered:
- Qualtrics library
- XM solutions and templates
- Embedded data
- Reusable block library