AALL Spectrum

AALL Spectrum / November/December 2019 / Volume 24, No. 2

AALL Spectrum / Published by American Association of Law Libraries

Issue link: https://epubs.aallnet.org/i/1178310

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48 AALL SPECTRUM | WWW.AALLNET.ORG W e are all familiar with using checklists in our daily lives. Examples can include grocery checklists, to-do checklists, or checklists for planning a trip. Checklists keep us focused on the steps or elements needed to complete a task, and they help us verify that critical information has been collected. Whereas most general checklists usually are not used to create a report, CI checklists are used to create reports and can be very effective. CI Checklists Are CI-Specific Competent CI professionals rely on checklists to plan and complete com- petitive intelligence reports; CI checklists outline and guide CI reports. The three essential qualities of a CI checklist are that it must be pliable, procedural, and purposeful. Pliable means the checklist can be adjusted; steps can be added or subtracted. Procedural means the checklist is built step-by- step within an order, forming touchpoints for your report. Purposeful means the report is not a data dump, but rather, it answers specific questions. You may have to ask the attorney three different questions to determine what the attorney wants to know, how the attorney will use the information, and what the deadline is for the report. Using model competitive intelligence (CI) checklists to plan and complete impactful CI reports. BY KEVIN MILES BUSINESS EDGE The Power of CI Checklists PRACTICAL COMPETITIVE INTELLIGENCE

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