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Scaling & Systematising Research
San Francisco
,
Adobe, 100 Hooper Street
San Francisco, CA, 94103

About the Masterclass
Most organisations struggle to truly scale research. They hire more researchers, build more tools, create more processes, but don't see a return on investment. This one-day, in-person masterclass cuts through the noise. I'll teach you how to build research operations that deliver measurable results, not just busywork. You'll leave with a sharper way of thinking about scaling research, a practical framework for turning challenges into strategy and strategy into action, and a custom roadmap for what to tackle first, second, and third.
Pre-Work & Asynchronous Coaching
To make the day count, you'll need to come prepared with three well-defined strategic priorities. Six weeks before the masterclass, I'll send you a pre-work guide and offer asynchronous coaching to help you refine them. I also highly recommend reading Research That Scales (Rosenfeld, 2024). The pre-work is essential, so please plan to complete it. You'll be lost without it.
Is This Masterclass for You?
The masterclass is geared towards leaders and emerging leaders. If you're a research, product, design, marketing, or operations leader, this masterclass is made for you. If you work in another field that requires you to deliver scalable research practices, you're welcome, too. (If you work for a research vendor, please contact me before purchasing a ticket.)
Topics Covered
- What "scaling research" means in your context, not just in theory
- Why strategy is crucial to delivering scalable and valuable research
- How to devise an actionable strategy–and what makes a good strategy, well, good
- How to plan operations that deliver measurable results and adapt over time
- What 'value' means in research and how to measure it without drowning in metrics
- The Venn diagram of ResearchOps and why it offers a game-changing shift in how you scale research
- How to use the ResearchOps Planning Matrix© to scope realistic operations
- How to sell your strategy internally and get buy-in to succeed
Take-Aways
- A step-by-step, repeatable process for defining a research and ResearchOps strategy, plus a custom roadmap for your specific priorities
- You'll learn how to think operationally—great operations don't come from following a template or a checklist
- A flexible framework for planning operations that are realistic and deliver measurable results—you'll also know what to measure and why
- High-quality masterclass materials, the kind you'll want to keep for years
- Genuine connections with others scaling research in their organisations
- A bonus session on selling your strategy internally (delivered by a guest speaker and award-winning negotiator)
A Device-Free Day
To think strategically, you need to disconnect from the noise. So, this is a device-free day. Please plan not to use your phones, tablets, or laptops during the masterclass, except at lunch or during breaks–if you must. Last year's participants loved the focused, distraction-free environment; it's part of what makes the day so productive. If you have an accessibility need that requires you use a digital device, please let me know.
A Safe Space
If you're neurodivergent or shy, you might find it helpful to know that I've designed the masterclass to be inclusive. You won't be asked to speak publicly without warning, the day is well-paced with plenty of breaks, and the atmosphere is contemplative and focused rather than high-energy or loud.
Meals & Breaks
Morning tea, lunch, and afternoon tea are all included, with options for vegan, vegetarian, gluten-free and dairy-free diets.
Group, Government & Not-for-Profit Discounts
I offer a 10% discount for group bookings (three or more tickets) and for government or not-for-profit organisations. If you'd like to take advantage of this, please contact me.
Small is Better
With a maximum of 25 people, you'll have room to ask questions, work on what matters to you, and connect with others doing similar work.
