Define the decision
Clarify the business context, required outputs and material constraints before research begins.
Strategic / Enterprise
Research shaped around a scope that does not fit the standard packages.
Strategic work is separately scoped, quoted and authorized. It is not automatically rendered or treated as a larger standardized package.
Set the evidence boundary
Agree on what can be investigated defensibly and which confirmations remain external.
Quote the work
CSM provides a custom scope and price for approval; no public checkout is active.
Custom quoted
Strategic / Enterprise is excluded from Same-Request Upgrade Credit among the standardized packages.
Discuss the scope