Checklist
Checklist for a competitive study that stays lawful
A seven-point checklist for designing competitive research that avoids antitrust problems around information exchange. Fix the scope of every question in the instrument, keep questions about the respondent's own experience, use closed question types where the answer should be countable, screen on employer before any pricing module and never ask for a rival's documents. Bring in counsel before fieldwork when competitors or a shared intermediary are involved. Background only, not legal advice.
Where this appears
What's in this checklist
- Decide which questions cover the respondent's own experience, and keep to them
- Never ask about a third party's confidential terms
- Use closed question types where the answer should be countable
- Screen on employer before the pricing module, not after
- Route competitor employees away from sensitive sections
- Don't ask customers to send a rival's quote or contract
- Talk to counsel before fieldwork if competitors or a shared intermediary are involved
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<a href="https://www.koji.so/visuals/competitive-research-antitrust-safe-study-checklist"><img src="https://www.koji.so/visuals/competitive-research-antitrust-safe-study-checklist/competitive-research-antitrust-safe-study-checklist.png" alt="Checklist of seven design steps that keep competitive research clear of antitrust risk, from fixing question scope to screening out competitor staff." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/competitive-research-antitrust-safe-study-checklist">Checklist for a competitive study that stays lawful</a>, Koji</p>
