A reusable context brief with current facts, definitions and review expectations.
Document the business context
Write down the audience, product range, positioning, important constraints and current objectives. Include your revenue definitions and the decisions the team is trying to make.
Keep facts, assumptions and open questions separate. A historical campaign result is useful context only when its period, offer and measurement settings are available.
Ask for evidence and a bounded output
Frame a specific task: compare a defined period, identify possible explanations and list the evidence for each. Ask the assistant to identify missing information instead of filling gaps with assumptions.
- Specify the scope, period and customer or product group.
- Ask for source data and metric definitions.
- Request a short list of actions with reasons and uncertainties.
- Name the person who will review the proposed decision.
Keep the context current
Review the context after product changes, new research or a major test. Preserve validated learnings in a shared knowledge space so later analysis can use them.
Check numerical claims against their underlying data and review customer-facing output before use. An articulate explanation still needs evidence.
Your next steps
Use this checklist as you work through the guide.