TemplatesCompetitive Intelligence Operating Model

Competitive Intelligence Operating Model

Build an implementation-ready competitive-intelligence operating model tailored to the organization’s market, strategic priorities, and decision needs.

Use this Template
Your first template run is freeEvidence-backed

What you’ll receive

This template produces 7 structured sections:

Competitive Intelligence Charter

A decision-focused charter establishes intelligence objectives, principles, scope, and prioritized competitor tiers.

1

Strategic Questions and Signal Taxonomy

A tailored taxonomy connects recurring strategic questions with signals and the decisions they inform.

2

Ethical Source and Collection Plan

A practical plan aligns permitted sources, collection methods, constraints, cadences, and decision handoffs.

3

Evidence Quality and Escalation Rules

Consistent evidence rules link credibility, corroboration, recency, materiality, confidence, and escalation thresholds.

4

Operating Model and RACI

An adaptable RACI assigns ownership across collection, validation, synthesis, escalation, decisions, execution, and learning.

5

Operating Calendar and Decision Forums

A recurring calendar connects monitoring, review, decision forums, participants, inputs, outputs, and learning.

6

Response Workflows

Closed-loop workflows connect signal detection, validation, assessment, decisions, action tracking, and post-decision learning.

7

Who it’s for

For teams building a practical, evidence-aware operating model for competitive intelligence and strategic decisions.

  • Competitive intelligence leaders
  • Strategy and corporate development teams
  • Product and marketing strategy teams
  • Market research and insights functions
  • Decision-makers establishing repeatable intelligence operations

Key questions answered

  • Which competitors and categories require the closest monitoring?
  • Which recurring strategic questions should competitive intelligence answer?
  • Which signals matter across product, pricing, customers, partnerships, and market developments?
  • Which sources and collection approaches fit ethical operating boundaries?
  • How should evidence quality, materiality, and escalation be assessed?
  • Who owns collection, validation, synthesis, decisions, and follow-up?
  • What cadences and forums connect signals to decisions?
  • How should routine, material, and urgent developments move through response workflows?

FAQ

How long does it take to run?

On average a template takes just a couple of minutes to run. This time will vary with the number of referenced sources and quantity of evidence analysed and you can browse the findings as it runs.

What data sources does it use?

Lucette uses the sources configured within each template and shows this supporting evidence and references in the finished output. This is all customisable, allowing you to create your own custom, reusable sources.

Can I customise it?

Yes. You can use the result as a starting point and refine it with additional context and follow-up requests. Custom templates can be rerun to create your own re-usable intelligence products.

How is the information verified?

Substantive findings are grounded in collected evidence, with provenance and references retained alongside the generated output.