Planning Services

  • How can insights professionals ensure that their efforts are aligned with the business, so they spend the right amount of time and effort to deliver actionable insights?

  • How can insights leaders bring inexperienced team members up to speed more quickly?

  • Olivetree Insights addresses these challenges with InsightsCentral software and coaching. InsightsCentral software includes a best-in-class Brief and Hub developed in collaboration with Fortune 500 teams; an Insights Association survey; and the Era 3 strategic model.  

Olivetree’s InsightsCentral Brief

  • Insights Brief development process is defined, collaborative, and transparent to strengthen business alignment.

  • Detailed Insights Brief topics lead to business partners who are more prepared to use the results and improved business decisions.

  • Built-in how to guides, resources, and examples means even novice researchers and analysts can quickly get up to speed to lead strategic discussions and make recommendations with more confidence.

Olivetree’s InsightsCentral Hub

  • Immediate access to research and analytical projects, along with accompanying information (e.g. discussion guides, reports, data files, etc.) so they can be leveraged to sharpen new projects and reduce unnecessary redundant projects.

  • Support team collaboration and rapid iteration as Insights briefs can be shared online as well as published and shared with all stakeholders for feedback and/or approval.

  • Supplier RFP’s and report organizers are instantly available based on a project’s Insights brief.

  • Built on best practices from the Project Management Institute.

Olivetree Insights’ Coaches

  • Kick-off with the insights leader to identify and help address departmental challenges and development needs.

  • Coach team members on best practices for identifying problems and opportunities and scoping projects.

  • Coaches can take on consulting assignments on a project basis if needed.

  • Coaches are seasoned insights professionals who have successfully led insights teams in delivering insights that drive business success.


  • All coaches are trained in our Era 3 strategic model.

    More about the Era 3 Model

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