03 · Qualify sources

Qualify market sources: decide what a number can support

What must be established

A useful analysis leaves its controls visible.

  1. 01

    Match each source to a precise claim and decision use.

  2. 02

    Check method, scope, date, unit and incentive to publish.

  3. 03

    Keep contradictions and missing evidence visible.

RESULT OBTAINED

A source register linking claims, confidence, limitations and next verification.

Decision checkpoint

Make the next choice explicit.

DECISION SUPPORTED

What can this source support, and what remains unknown?

DELIVERABLE TO RETAIN

A source register linking claims, confidence, limitations and next verification.

NEXT ITEM TO INVESTIGATE

Define the marketExplore

Set the decision boundary

Start with the claim to support: market boundary, size, buyer need, barrier, competitor activity or capability. A source that is credible for one claim may be irrelevant for another because its population, period or method differs.

  • Decision owner
  • Scope and horizon
  • Comparable alternatives

Make evidence and calculation inspectable

Record origin, publication date, collection method, unit, coverage, transformation and potential incentive. Compare independent sources when possible and preserve unresolved differences instead of selecting the most convenient figure.

  • Source and date
  • Unit and calculation
  • Known uncertainty

Keep a reopening rule

Set a refresh date and the observation that would make the source obsolete or insufficient. The register should state what additional evidence is required before a decision changes status.

  • Material signal
  • Decision effect
  • Owner and review date

Application protocol

Turn the method into a reviewable decision record.

The page is complete only when another reviewer can reproduce the boundary, trace the evidence and understand what would change the conclusion.

Frame before measuring

Name the owner, decision, alternatives, unit, geography and horizon before collecting figures. This prevents a convenient source or familiar category from silently defining the problem.

  • Decision and owner
  • Comparable options
  • Unit, boundary and horizon

Separate observation from judgement

Record every observation with source, date, method and unit. Keep transformation rules, scores and weights apart from the evidence so that disagreement can target the right layer.

  • Observed evidence
  • Calculation convention
  • Assumption and confidence

Plan the reopening rule

State the signal, threshold, owner and review date that would reopen the choice. A robust conclusion is conditional and operational; it is not made permanent by a polished score.

  • Material signal
  • Decision threshold
  • Owner and review date

Resources

Reuse the method and check its foundations.

Continue with the diagnostic
01Explicit scope

Unit, horizon and boundaries are visible.

02Qualified evidence

Source, date, method and confidence are recorded.

03Sensitivity tested

Weights and assumptions that reverse the result are known.

04Review planned

Signal, threshold, date and owner are named.

Continue with the diagnostic

RETURN TO THE DECISION SYSTEM

See the canonical definition of marketing strategy