market-research-reports

name	market-research-reports
description	Generate comprehensive market research and analysis reports. Use when: analyzing grant funding landscapes, market sizing exercises, competitive analysis of funding sources, strategic planning for grant applications, creating investment or business case documentation.

Market Research Reports

Overview

Generate comprehensive market research and analysis reports for strategic decision-making. This skill applies professional analysis frameworks to understand funding landscapes, competitive dynamics, and market opportunities relevant to grant seeking and research planning.

When to Use

• Analyzing funding agency landscapes and trends
• Conducting market sizing for research domains
• Evaluating competitive positioning among institutions
• Creating business cases for new initiatives
• Developing strategic plans based on market data
• Supporting grant applications with market context
• Analyzing industry trends for translational research

Core Frameworks

1. TAM/SAM/SOM Analysis

For sizing research funding markets:

## Market Size Analysis

### Total Addressable Market (TAM)
Total funding available in the domain
- Federal agency budgets (NSF, NIH, DOE, etc.)
- Foundation giving in the area
- Industry R&D spending

### Serviceable Addressable Market (SAM)
Funding accessible to your institution type
- Geographic restrictions
- Eligibility requirements
- Program-specific limitations

### Serviceable Obtainable Market (SOM)
Realistic capture based on:
- Historical success rates
- Institutional capacity
- Competitive positioning

2. Porter's Five Forces (Funding Landscape)

Force	Application to Grants
Competitive Rivalry	Number of applicants, success rates
Threat of New Entrants	New institutions, emerging PIs
Bargaining Power of Funders	Agency priorities, budget constraints
Bargaining Power of Applicants	Unique capabilities, track record
Threat of Substitutes	Alternative funding sources

3. PESTLE Analysis

Analyze external factors affecting funding:

## PESTLE Analysis: [Research Domain]

### Political
- Administration priorities
- Congressional appropriations
- Agency leadership changes

### Economic
- Federal budget trends
- Foundation endowment performance
- Industry R&D cycles

### Social
- Public health priorities
- Workforce development needs
- Diversity and inclusion focus

### Technological
- Emerging research areas
- Infrastructure investments
- Technology transfer trends

### Legal
- IP policies
- Data sharing requirements
- Compliance regulations

### Environmental
- Climate research priorities
- Sustainability mandates
- Environmental justice focus

4. SWOT Analysis

## SWOT Analysis: [Institution/Program]

### Strengths
- Unique capabilities
- Infrastructure advantages
- Track record

### Weaknesses
- Capacity limitations
- Gaps in expertise
- Resource constraints

### Opportunities
- Emerging funding programs
- Policy tailwinds
- Partnership possibilities

### Threats
- Budget cuts
- Competition increases
- Shifting priorities

Report Structure

Executive Summary (1-2 pages)

## Executive Summary

### Key Findings
1. [Major finding with quantification]
2. [Second finding]
3. [Third finding]

### Strategic Implications
- [Implication for strategy]
- [Action recommendation]

### Market Snapshot
| Metric | Value |
|--------|-------|
| Total Market Size | $X billion |
| YoY Growth | X% |
| Top Agencies | NSF, NIH, DOE |
| Success Rate | X% |

Market Overview (2-3 pages)

• Definition and scope
• Key stakeholders
• Value chain analysis
• Historical context

Market Size & Growth (3-4 pages)

• TAM/SAM/SOM analysis
• Historical growth trends
• Forward projections
• Regional/segment breakdown

Competitive Landscape (3-4 pages)

• Porter's Five Forces
• Top competitors/institutions
• Market share analysis
• Positioning matrix

Trend Analysis (2-3 pages)

• PESTLE factors
• Emerging technologies
• Policy shifts
• Future outlook

Strategic Recommendations (1-2 pages)

• Prioritized opportunities
• Risk mitigation strategies
• Implementation roadmap

Data Sources

Federal Funding Data

## Data Sources

### Primary Sources
- USASpending.gov (obligations data)
- Grants.gov (opportunities)
- NIH RePORTER (awarded grants)
- NSF Award Search

### Agency Budgets
- Congressional appropriations
- Agency strategic plans
- Budget justifications

### Industry Data
- NSF S&E indicators
- USPTO patent data
- Industry association reports

Data Collection Commands

# Example: Pull NSF budget data
import requests

def get_nsf_budget_data(fiscal_year):
    """Fetch NSF budget by directorate."""
    url = f"https://www.nsf.gov/about/budget/fy{fiscal_year}/pdf/fy{fiscal_year}budget.pdf"
    # Parse and extract directorate allocations
    pass

# Example: Query NIH RePORTER
def search_nih_grants(keywords, fiscal_year):
    """Search NIH funded grants."""
    endpoint = "https://api.reporter.nih.gov/v2/projects/search"
    payload = {
        "criteria": {
            "fiscal_years": [fiscal_year],
            "advanced_text_search": {
                "search_text": keywords
            }
        }
    }
    response = requests.post(endpoint, json=payload)
    return response.json()

Visualization Templates

Market Growth Chart

Year    | Funding ($B)
--------|-------------
2020    | ████████░░ $8.0
2021    | █████████░ $9.2
2022    | ██████████ $10.5
2023    | ███████████ $11.8
2024    | ████████████ $13.2 (projected)

CAGR: 12.5%

Competitive Positioning Matrix

                    High Success Rate
                          ▲
                          │
         Leader           │         Challenger
        (NIH R01)         │       (New Programs)
    ──────────────────────┼──────────────────────►
         Large Pool       │        Small Pool
                          │
         Niche            │         Developing
       (Specialized)      │        (Emerging)
                          │
                    Low Success Rate

Funding Allocation Pie Chart

NSF Budget FY2024 ($9.5B)

Research & Related ████████████░░░░░░░░ 58%
Education & HR     ████░░░░░░░░░░░░░░░░ 12%
Major Equipment    ███░░░░░░░░░░░░░░░░░  8%
Agency Operations  ██░░░░░░░░░░░░░░░░░░  6%
Other              ████░░░░░░░░░░░░░░░░ 16%

Integration with Grant System

Use this skill with scraped grant data to:

1. Trend identification: Analyze aggregated grants for funding patterns
2. Success rate calculation: Compare funded vs. total applications
3. Keyword analysis: Identify hot research areas from funded grants
4. Agency comparison: Compare funding levels across sources
5. Timeline planning: Align proposals with funding cycles

Anti-patterns

Mistake	Solution
Unsourced claims	Cite all data with dates
Stale data	Use most recent available
Single source	Cross-reference multiple sources
Vague projections	State assumptions explicitly
Missing context	Explain methodology limitations