how to plan your research project

Illustration by James Round

How to plan a research project

Whether for a paper or a thesis, define your question, review the work of others – and leave yourself open to discovery.

by Brooke Harrington   + BIO

is professor of sociology at Dartmouth College in New Hampshire. Her research has won international awards both for scholarly quality and impact on public life. She has published dozens of articles and three books, most recently the bestseller Capital without Borders (2016), now translated into five languages.

Edited by Sam Haselby

Need to know

‘When curiosity turns to serious matters, it’s called research.’ – From Aphorisms (1880-1905) by Marie von Ebner-Eschenbach

Planning research projects is a time-honoured intellectual exercise: one that requires both creativity and sharp analytical skills. The purpose of this Guide is to make the process systematic and easy to understand. While there is a great deal of freedom and discovery involved – from the topics you choose, to the data and methods you apply – there are also some norms and constraints that obtain, no matter what your academic level or field of study. For those in high school through to doctoral students, and from art history to archaeology, research planning involves broadly similar steps, including: formulating a question, developing an argument or predictions based on previous research, then selecting the information needed to answer your question.

Some of this might sound self-evident but, as you’ll find, research requires a different way of approaching and using information than most of us are accustomed to in everyday life. That is why I include orienting yourself to knowledge-creation as an initial step in the process. This is a crucial and underappreciated phase in education, akin to making the transition from salaried employment to entrepreneurship: suddenly, you’re on your own, and that requires a new way of thinking about your work.

What follows is a distillation of what I’ve learned about this process over 27 years as a professional social scientist. It reflects the skills that my own professors imparted in the sociology doctoral programme at Harvard, as well as what I learned later on as a research supervisor for Ivy League PhD and MA students, and then as the author of award-winning scholarly books and articles. It can be adapted to the demands of both short projects (such as course term papers) and long ones, such as a thesis.

At its simplest, research planning involves the four distinct steps outlined below: orienting yourself to knowledge-creation; defining your research question; reviewing previous research on your question; and then choosing relevant data to formulate your own answers. Because the focus of this Guide is on planning a research project, as opposed to conducting a research project, this section won’t delve into the details of data-collection or analysis; those steps happen after you plan the project. In addition, the topic is vast: year-long doctoral courses are devoted to data and analysis. Instead, the fourth part of this section will outline some basic strategies you could use in planning a data-selection and analysis process appropriate to your research question.

Step 1: Orient yourself

Planning and conducting research requires you to make a transition, from thinking like a consumer of information to thinking like a producer of information. That sounds simple, but it’s actually a complex task. As a practical matter, this means putting aside the mindset of a student, which treats knowledge as something created by other people. As students, we are often passive receivers of knowledge: asked to do a specified set of readings, then graded on how well we reproduce what we’ve read.

Researchers, however, must take on an active role as knowledge producers . Doing research requires more of you than reading and absorbing what other people have written: you have to engage in a dialogue with it. That includes arguing with previous knowledge and perhaps trying to show that ideas we have accepted as given are actually wrong or incomplete. For example, rather than simply taking in the claims of an author you read, you’ll need to draw out the implications of those claims: if what the author is saying is true, what else does that suggest must be true? What predictions could you make based on the author’s claims?

In other words, rather than treating a reading as a source of truth – even if it comes from a revered source, such as Plato or Marie Curie – this orientation step asks you to treat the claims you read as provisional and subject to interrogation. That is one of the great pieces of wisdom that science and philosophy can teach us: that the biggest advances in human understanding have been made not by being correct about trivial things, but by being wrong in an interesting way . For example, Albert Einstein was wrong about quantum mechanics, but his arguments about it with his fellow physicist Niels Bohr have led to some of the biggest breakthroughs in science, even a century later.

Step 2: Define your research question

Students often give this step cursory attention, but experienced researchers know that formulating a good question is sometimes the most difficult part of the research planning process. That is because the precise language of the question frames the rest of the project. It’s therefore important to pose the question carefully, in a way that’s both possible to answer and likely to yield interesting results. Of course, you must choose a question that interests you, but that’s only the beginning of what’s likely to be an iterative process: most researchers come back to this step repeatedly, modifying their questions in light of previous research, resource limitations and other considerations.

Researchers face limits in terms of time and money. They, like everyone else, have to pose research questions that they can plausibly answer given the constraints they face. For example, it would be inadvisable to frame a project around the question ‘What are the roots of the Arab-Israeli conflict?’ if you have only a week to develop an answer and no background on that topic. That’s not to limit your imagination: you can come up with any question you’d like. But it typically does require some creativity to frame a question that you can answer well – that is, by investigating thoroughly and providing new insights – within the limits you face.

In addition to being interesting to you, and feasible within your resource constraints, the third and most important characteristic of a ‘good’ research topic is whether it allows you to create new knowledge. It might turn out that your question has already been asked and answered to your satisfaction: if so, you’ll find out in the next step of this process. On the other hand, you might come up with a research question that hasn’t been addressed previously. Before you get too excited about breaking uncharted ground, consider this: a lot of potentially researchable questions haven’t been studied for good reason ; they might have answers that are trivial or of very limited interest. This could include questions such as ‘Why does the area of a circle equal π r²?’ or ‘Did winter conditions affect Napoleon’s plans to invade Russia?’ Of course, you might be able to make the argument that a seemingly trivial question is actually vitally important, but you must be prepared to back that up with convincing evidence. The exercise in the ‘Learn More’ section below will help you think through some of these issues.

Finally, scholarly research questions must in some way lead to new and distinctive insights. For example, lots of people have studied gender roles in sports teams; what can you ask that hasn’t been asked before? Reinventing the wheel is the number-one no-no in this endeavour. That’s why the next step is so important: reviewing previous research on your topic. Depending on what you find in that step, you might need to revise your research question; iterating between your question and the existing literature is a normal process. But don’t worry: it doesn’t go on forever. In fact, the iterations taper off – and your research question stabilises – as you develop a firm grasp of the current state of knowledge on your topic.

Step 3: Review previous research

In academic research, from articles to books, it’s common to find a section called a ‘literature review’. The purpose of that section is to describe the state of the art in knowledge on the research question that a project has posed. It demonstrates that researchers have thoroughly and systematically reviewed the relevant findings of previous studies on their topic, and that they have something novel to contribute.

Your own research project should include something like this, even if it’s a high-school term paper. In the research planning process, you’ll want to list at least half a dozen bullet points stating the major findings on your topic by other people. In relation to those findings, you should be able to specify where your project could provide new and necessary insights. There are two basic rhetorical positions one can take in framing the novelty-plus-importance argument required of academic research:

• Position 1 requires you to build on or extend a set of existing ideas; that means saying something like: ‘Person A has argued that X is true about gender; this implies Y, which has not yet been tested. My project will test Y, and if I find evidence to support it, that will change the way we understand gender.’
• Position 2 is to argue that there is a gap in existing knowledge, either because previous research has reached conflicting conclusions or has failed to consider something important. For example, one could say that research on middle schoolers and gender has been limited by being conducted primarily in coeducational environments, and that findings might differ dramatically if research were conducted in more schools where the student body was all-male or all-female.

Your overall goal in this step of the process is to show that your research will be part of a larger conversation: that is, how your project flows from what’s already known, and how it advances, extends or challenges that existing body of knowledge. That will be the contribution of your project, and it constitutes the motivation for your research.

Two things are worth mentioning about your search for sources of relevant previous research. First, you needn’t look only at studies on your precise topic. For example, if you want to study gender-identity formation in schools, you shouldn’t restrict yourself to studies of schools; the empirical setting (schools) is secondary to the larger social process that interests you (how people form gender identity). That process occurs in many different settings, so cast a wide net. Second, be sure to use legitimate sources – meaning publications that have been through some sort of vetting process, whether that involves peer review (as with academic journal articles you might find via Google Scholar) or editorial review (as you’d find in well-known mass media publications, such as The Economist or The Washington Post ). What you’ll want to avoid is using unvetted sources such as personal blogs or Wikipedia. Why? Because anybody can write anything in those forums, and there is no way to know – unless you’re already an expert – if the claims you find there are accurate. Often, they’re not.

Step 4: Choose your data and methods

Whatever your research question is, eventually you’ll need to consider which data source and analytical strategy are most likely to provide the answers you’re seeking. One starting point is to consider whether your question would be best addressed by qualitative data (such as interviews, observations or historical records), quantitative data (such as surveys or census records) or some combination of both. Your ideas about data sources will, in turn, suggest options for analytical methods.

You might need to collect your own data, or you might find everything you need readily available in an existing dataset someone else has created. A great place to start is with a research librarian: university libraries always have them and, at public universities, those librarians can work with the public, including people who aren’t affiliated with the university. If you don’t happen to have a public university and its library close at hand, an ordinary public library can still be a good place to start: the librarians are often well versed in accessing data sources that might be relevant to your study, such as the census, or historical archives, or the Survey of Consumer Finances.

Because your task at this point is to plan research, rather than conduct it, the purpose of this step is not to commit you irrevocably to a course of action. Instead, your goal here is to think through a feasible approach to answering your research question. You’ll need to find out, for example, whether the data you want exist; if not, do you have a realistic chance of gathering the data yourself, or would it be better to modify your research question? In terms of analysis, would your strategy require you to apply statistical methods? If so, do you have those skills? If not, do you have time to learn them, or money to hire a research assistant to run the analysis for you?

Please be aware that qualitative methods in particular are not the casual undertaking they might appear to be. Many people make the mistake of thinking that only quantitative data and methods are scientific and systematic, while qualitative methods are just a fancy way of saying: ‘I talked to some people, read some old newspapers, and drew my own conclusions.’ Nothing could be further from the truth. In the final section of this guide, you’ll find some links to resources that will provide more insight on standards and procedures governing qualitative research, but suffice it to say: there are rules about what constitutes legitimate evidence and valid analytical procedure for qualitative data, just as there are for quantitative data.

Circle back and consider revising your initial plans

As you work through these four steps in planning your project, it’s perfectly normal to circle back and revise. Research planning is rarely a linear process. It’s also common for new and unexpected avenues to suggest themselves. As the sociologist Thorstein Veblen wrote in 1908 : ‘The outcome of any serious research can only be to make two questions grow where only one grew before.’ That’s as true of research planning as it is of a completed project. Try to enjoy the horizons that open up for you in this process, rather than becoming overwhelmed; the four steps, along with the two exercises that follow, will help you focus your plan and make it manageable.

Key points – How to plan a research project

• Planning a research project is essential no matter your academic level or field of study. There is no one ‘best’ way to design research, but there are certain guidelines that can be helpfully applied across disciplines.
• Orient yourself to knowledge-creation. Make the shift from being a consumer of information to being a producer of information.
• Define your research question. Your question frames the rest of your project, sets the scope, and determines the kinds of answers you can find.
• Review previous research on your question. Survey the existing body of relevant knowledge to ensure that your research will be part of a larger conversation.
• Choose your data and methods. For instance, will you be collecting qualitative data, via interviews, or numerical data, via surveys?
• Circle back and consider revising your initial plans. Expect your research question in particular to undergo multiple rounds of refinement as you learn more about your topic.

Good research questions tend to beget more questions. This can be frustrating for those who want to get down to business right away. Try to make room for the unexpected: this is usually how knowledge advances. Many of the most significant discoveries in human history have been made by people who were looking for something else entirely. There are ways to structure your research planning process without over-constraining yourself; the two exercises below are a start, and you can find further methods in the Links and Books section.

The following exercise provides a structured process for advancing your research project planning. After completing it, you’ll be able to do the following:

• describe clearly and concisely the question you’ve chosen to study
• summarise the state of the art in knowledge about the question, and where your project could contribute new insight
• identify the best strategy for gathering and analysing relevant data

In other words, the following provides a systematic means to establish the building blocks of your research project.

Exercise 1: Definition of research question and sources

This exercise prompts you to select and clarify your general interest area, develop a research question, and investigate sources of information. The annotated bibliography will also help you refine your research question so that you can begin the second assignment, a description of the phenomenon you wish to study.

Jot down a few bullet points in response to these two questions, with the understanding that you’ll probably go back and modify your answers as you begin reading other studies relevant to your topic:

• What will be the general topic of your paper?
• What will be the specific topic of your paper?

b) Research question(s)

Use the following guidelines to frame a research question – or questions – that will drive your analysis. As with Part 1 above, you’ll probably find it necessary to change or refine your research question(s) as you complete future assignments.

• Your question should be phrased so that it can’t be answered with a simple ‘yes’ or ‘no’.
• Your question should have more than one plausible answer.
• Your question should draw relationships between two or more concepts; framing the question in terms of How? or What? often works better than asking Why ?

c) Annotated bibliography

Most or all of your background information should come from two sources: scholarly books and journals, or reputable mass media sources. You might be able to access journal articles electronically through your library, using search engines such as JSTOR and Google Scholar. This can save you a great deal of time compared with going to the library in person to search periodicals. General news sources, such as those accessible through LexisNexis, are acceptable, but should be cited sparingly, since they don’t carry the same level of credibility as scholarly sources. As discussed above, unvetted sources such as blogs and Wikipedia should be avoided, because the quality of the information they provide is unreliable and often misleading.

To create an annotated bibliography, provide the following information for at least 10 sources relevant to your specific topic, using the format suggested below.

Name of author(s):

Publication date:

Title of book, chapter, or article:

If a chapter or article, title of journal or book where they appear:

Brief description of this work, including main findings and methods ( c 75 words):

Summary of how this work contributes to your project ( c 75 words):

Brief description of the implications of this work ( c 25 words):

Identify any gap or controversy in knowledge this work points up, and how your project could address those problems ( c 50 words):

Exercise 2: Towards an analysis

Develop a short statement ( c 250 words) about the kind of data that would be useful to address your research question, and how you’d analyse it. Some questions to consider in writing this statement include:

• What are the central concepts or variables in your project? Offer a brief definition of each.
• Do any data sources exist on those concepts or variables, or would you need to collect data?
• Of the analytical strategies you could apply to that data, which would be the most appropriate to answer your question? Which would be the most feasible for you? Consider at least two methods, noting their advantages or disadvantages for your project.

Links & books

One of the best texts ever written about planning and executing research comes from a source that might be unexpected: a 60-year-old work on urban planning by a self-trained scholar. The classic book The Death and Life of Great American Cities (1961) by Jane Jacobs (available complete and free of charge via this link ) is worth reading in its entirety just for the pleasure of it. But the final 20 pages – a concluding chapter titled ‘The Kind of Problem a City Is’ – are really about the process of thinking through and investigating a problem. Highly recommended as a window into the craft of research.

Jacobs’s text references an essay on advancing human knowledge by the mathematician Warren Weaver. At the time, Weaver was director of the Rockefeller Foundation, in charge of funding basic research in the natural and medical sciences. Although the essay is titled ‘A Quarter Century in the Natural Sciences’ (1960) and appears at first blush to be merely a summation of one man’s career, it turns out to be something much bigger and more interesting: a meditation on the history of human beings seeking answers to big questions about the world. Weaver goes back to the 17th century to trace the origins of systematic research thinking, with enthusiasm and vivid anecdotes that make the process come alive. The essay is worth reading in its entirety, and is available free of charge via this link .

For those seeking a more in-depth, professional-level discussion of the logic of research design, the political scientist Harvey Starr provides insight in a compact format in the article ‘Cumulation from Proper Specification: Theory, Logic, Research Design, and “Nice” Laws’ (2005). Starr reviews the ‘research triad’, consisting of the interlinked considerations of formulating a question, selecting relevant theories and applying appropriate methods. The full text of the article, published in the scholarly journal Conflict Management and Peace Science , is available, free of charge, via this link .

Finally, the book Getting What You Came For (1992) by Robert Peters is not only an outstanding guide for anyone contemplating graduate school – from the application process onward – but it also includes several excellent chapters on planning and executing research, applicable across a wide variety of subject areas. It was an invaluable resource for me 25 years ago, and it remains in print with good reason; I recommend it to all my students, particularly Chapter 16 (‘The Thesis Topic: Finding It’), Chapter 17 (‘The Thesis Proposal’) and Chapter 18 (‘The Thesis: Writing It’).

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How to write a research plan: Step-by-step guide

Last updated

30 January 2024

Reviewed by

Today’s businesses and institutions rely on data and analytics to inform their product and service decisions. These metrics influence how organizations stay competitive and inspire innovation. However, gathering data and insights requires carefully constructed research, and every research project needs a roadmap. This is where a research plan comes into play.

There’s general research planning; then there’s an official, well-executed research plan. Whatever data-driven research project you’re gearing up for, the research plan will be your framework for execution. The plan should also be detailed and thorough, with a diligent set of criteria to formulate your research efforts. Not including these key elements in your plan can be just as harmful as having no plan at all.

Read this step-by-step guide for writing a detailed research plan that can apply to any project, whether it’s scientific, educational, or business-related.

• What is a research plan?

A research plan is a documented overview of a project in its entirety, from end to end. It details the research efforts, participants, and methods needed, along with any anticipated results. It also outlines the project’s goals and mission, creating layers of steps to achieve those goals within a specified timeline.

Without a research plan, you and your team are flying blind, potentially wasting time and resources to pursue research without structured guidance.

The principal investigator, or PI, is responsible for facilitating the research oversight. They will create the research plan and inform team members and stakeholders of every detail relating to the project. The PI will also use the research plan to inform decision-making throughout the project.

• Why do you need a research plan?

Create a research plan before starting any official research to maximize every effort in pursuing and collecting the research data. Crucially, the plan will model the activities needed at each phase of the research project.

Like any roadmap, a research plan serves as a valuable tool providing direction for those involved in the project—both internally and externally. It will keep you and your immediate team organized and task-focused while also providing necessary definitions and timelines so you can execute your project initiatives with full understanding and transparency.

External stakeholders appreciate a working research plan because it’s a great communication tool, documenting progress and changing dynamics as they arise. Any participants of your planned research sessions will be informed about the purpose of your study, while the exercises will be based on the key messaging outlined in the official plan.

Here are some of the benefits of creating a research plan document for every project:

Project organization and structure

Well-informed participants

All stakeholders and teams align in support of the project

Clearly defined project definitions and purposes

Distractions are eliminated, prioritizing task focus

Timely management of individual task schedules and roles

Costly reworks are avoided

• What should a research plan include?

The different aspects of your research plan will depend on the nature of the project. However, most official research plan documents will include the core elements below. Each aims to define the problem statement, devising an official plan for seeking a solution.

Specific project goals and individual objectives

Ideal strategies or methods for reaching those goals

Required resources

Descriptions of the target audience, sample sizes, demographics, and scopes

Key performance indicators (KPIs)

Project background

Research and testing support

Preliminary studies and progress reporting mechanisms

Cost estimates and change order processes

Depending on the research project’s size and scope, your research plan could be brief—perhaps only a few pages of documented plans. Alternatively, it could be a fully comprehensive report. Either way, it’s an essential first step in dictating your project’s facilitation in the most efficient and effective way.

• How to write a research plan for your project

When you start writing your research plan, aim to be detailed about each step, requirement, and idea. The more time you spend curating your research plan, the more precise your research execution efforts will be.

Account for every potential scenario, and be sure to address each and every aspect of the research.

Consider following this flow to develop a great research plan for your project:

Define your project’s purpose

Start by defining your project’s purpose. Identify what your project aims to accomplish and what you are researching. Remember to use clear language.

Thinking about the project’s purpose will help you set realistic goals and inform how you divide tasks and assign responsibilities. These individual tasks will be your stepping stones to reach your overarching goal.

Additionally, you’ll want to identify the specific problem, the usability metrics needed, and the intended solutions.

Know the following three things about your project’s purpose before you outline anything else:

What you’re doing

Why you’re doing it

What you expect from it

Identify individual objectives

With your overarching project objectives in place, you can identify any individual goals or steps needed to reach those objectives. Break them down into phases or steps. You can work backward from the project goal and identify every process required to facilitate it.

Be mindful to identify each unique task so that you can assign responsibilities to various team members. At this point in your research plan development, you’ll also want to assign priority to those smaller, more manageable steps and phases that require more immediate or dedicated attention.

Select research methods

Research methods might include any of the following:

User interviews: this is a qualitative research method where researchers engage with participants in one-on-one or group conversations. The aim is to gather insights into their experiences, preferences, and opinions to uncover patterns, trends, and data.

Field studies: this approach allows for a contextual understanding of behaviors, interactions, and processes in real-world settings. It involves the researcher immersing themselves in the field, conducting observations, interviews, or experiments to gather in-depth insights.

Card sorting: participants categorize information by sorting content cards into groups based on their perceived similarities. You might use this process to gain insights into participants’ mental models and preferences when navigating or organizing information on websites, apps, or other systems.

Focus groups: use organized discussions among select groups of participants to provide relevant views and experiences about a particular topic.

Diary studies: ask participants to record their experiences, thoughts, and activities in a diary over a specified period. This method provides a deeper understanding of user experiences, uncovers patterns, and identifies areas for improvement.

Five-second testing: participants are shown a design, such as a web page or interface, for just five seconds. They then answer questions about their initial impressions and recall, allowing you to evaluate the design’s effectiveness.

Surveys: get feedback from participant groups with structured surveys. You can use online forms, telephone interviews, or paper questionnaires to reveal trends, patterns, and correlations.

Tree testing: tree testing involves researching web assets through the lens of findability and navigability. Participants are given a textual representation of the site’s hierarchy (the “tree”) and asked to locate specific information or complete tasks by selecting paths.

Usability testing: ask participants to interact with a product, website, or application to evaluate its ease of use. This method enables you to uncover areas for improvement in digital key feature functionality by observing participants using the product.

Live website testing: research and collect analytics that outlines the design, usability, and performance efficiencies of a website in real time.

There are no limits to the number of research methods you could use within your project. Just make sure your research methods help you determine the following:

What do you plan to do with the research findings?

What decisions will this research inform? How can your stakeholders leverage the research data and results?

Recruit participants and allocate tasks

Next, identify the participants needed to complete the research and the resources required to complete the tasks. Different people will be proficient at different tasks, and having a task allocation plan will allow everything to run smoothly.

Prepare a thorough project summary

Every well-designed research plan will feature a project summary. This official summary will guide your research alongside its communications or messaging. You’ll use the summary while recruiting participants and during stakeholder meetings. It can also be useful when conducting field studies.

Ensure this summary includes all the elements of your research project. Separate the steps into an easily explainable piece of text that includes the following:

An introduction: the message you’ll deliver to participants about the interview, pre-planned questioning, and testing tasks.

Interview questions: prepare questions you intend to ask participants as part of your research study, guiding the sessions from start to finish.

An exit message: draft messaging your teams will use to conclude testing or survey sessions. These should include the next steps and express gratitude for the participant’s time.

Create a realistic timeline

While your project might already have a deadline or a results timeline in place, you’ll need to consider the time needed to execute it effectively.

Realistically outline the time needed to properly execute each supporting phase of research and implementation. And, as you evaluate the necessary schedules, be sure to include additional time for achieving each milestone in case any changes or unexpected delays arise.

For this part of your research plan, you might find it helpful to create visuals to ensure your research team and stakeholders fully understand the information.

Determine how to present your results

A research plan must also describe how you intend to present your results. Depending on the nature of your project and its goals, you might dedicate one team member (the PI) or assume responsibility for communicating the findings yourself.

In this part of the research plan, you’ll articulate how you’ll share the results. Detail any materials you’ll use, such as:

Presentations and slides

A project report booklet

A project findings pamphlet

Documents with key takeaways and statistics

Graphic visuals to support your findings

• Format your research plan

As you create your research plan, you can enjoy a little creative freedom. A plan can assume many forms, so format it how you see fit. Determine the best layout based on your specific project, intended communications, and the preferences of your teams and stakeholders.

Find format inspiration among the following layouts:

Written outlines

Narrative storytelling

Visual mapping

Graphic timelines

Remember, the research plan format you choose will be subject to change and adaptation as your research and findings unfold. However, your final format should ideally outline questions, problems, opportunities, and expectations.

• Research plan example

Imagine you’ve been tasked with finding out how to get more customers to order takeout from an online food delivery platform. The goal is to improve satisfaction and retain existing customers. You set out to discover why more people aren’t ordering and what it is they do want to order or experience. 

You identify the need for a research project that helps you understand what drives customer loyalty. But before you jump in and start calling past customers, you need to develop a research plan—the roadmap that provides focus, clarity, and realistic details to the project.

Here’s an example outline of a research plan you might put together:

Project title

Project members involved in the research plan

Purpose of the project (provide a summary of the research plan’s intent)

Objective 1 (provide a short description for each objective)

Objective 2

Objective 3

Proposed timeline

Audience (detail the group you want to research, such as customers or non-customers)

Budget (how much you think it might cost to do the research)

Risk factors/contingencies (any potential risk factors that may impact the project’s success)

Remember, your research plan doesn’t have to reinvent the wheel—it just needs to fit your project’s unique needs and aims.

Customizing a research plan template

Some companies offer research plan templates to help get you started. However, it may make more sense to develop your own customized plan template. Be sure to include the core elements of a great research plan with your template layout, including the following:

Introductions to participants and stakeholders

Background problems and needs statement

Significance, ethics, and purpose

Research methods, questions, and designs

Preliminary beliefs and expectations

Implications and intended outcomes

Realistic timelines for each phase

Conclusion and presentations

How many pages should a research plan be?

Generally, a research plan can vary in length between 500 to 1,500 words. This is roughly three pages of content. More substantial projects will be 2,000 to 3,500 words, taking up four to seven pages of planning documents.

What is the difference between a research plan and a research proposal?

A research plan is a roadmap to success for research teams. A research proposal, on the other hand, is a dissertation aimed at convincing or earning the support of others. Both are relevant in creating a guide to follow to complete a project goal.

What are the seven steps to developing a research plan?

While each research project is different, it’s best to follow these seven general steps to create your research plan:

Defining the problem

Identifying goals

Choosing research methods

Recruiting participants

Preparing the brief or summary

Establishing task timelines

Defining how you will present the findings

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• Knowledge Base
• Methodology

Research Design | Step-by-Step Guide with Examples

Published on 5 May 2022 by Shona McCombes . Revised on 20 March 2023.

A research design is a strategy for answering your research question  using empirical data. Creating a research design means making decisions about:

• Your overall aims and approach
• The type of research design you’ll use
• Your sampling methods or criteria for selecting subjects
• Your data collection methods
• The procedures you’ll follow to collect data
• Your data analysis methods

A well-planned research design helps ensure that your methods match your research aims and that you use the right kind of analysis for your data.

Table of contents

Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, frequently asked questions.

• Introduction

Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.

There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities – start by thinking carefully about what you want to achieve.

The first choice you need to make is whether you’ll take a qualitative or quantitative approach.

Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.

Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.

It’s also possible to use a mixed methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.

Practical and ethical considerations when designing research

As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .

• How much time do you have to collect data and write up the research?
• Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
• Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
• Will you need ethical approval ?

At each stage of the research design process, make sure that your choices are practically feasible.

Prevent plagiarism, run a free check.

Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.

Types of quantitative research designs

Quantitative designs can be split into four main types. Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships, while descriptive and correlational designs allow you to measure variables and describe relationships between them.

With descriptive and correlational designs, you can get a clear picture of characteristics, trends, and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).

Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.

Types of qualitative research designs

Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.

The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analysing the data.

Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.

In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.

Defining the population

A population can be made up of anything you want to study – plants, animals, organisations, texts, countries, etc. In the social sciences, it most often refers to a group of people.

For example, will you focus on people from a specific demographic, region, or background? Are you interested in people with a certain job or medical condition, or users of a particular product?

The more precisely you define your population, the easier it will be to gather a representative sample.

Sampling methods

Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.

To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalise your results to the population as a whole.

Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.

For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.

Case selection in qualitative research

In some types of qualitative designs, sampling may not be relevant.

For example, in an ethnography or a case study, your aim is to deeply understand a specific context, not to generalise to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.

In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question.

For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.

Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.

You can choose just one data collection method, or use several methods in the same study.

Survey methods

Surveys allow you to collect data about opinions, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.

Observation methods

Observations allow you to collect data unobtrusively, observing characteristics, behaviours, or social interactions without relying on self-reporting.

Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.

Other methods of data collection

There are many other ways you might collect data depending on your field and topic.

If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what data collection methods they used.

Secondary data

If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected – for example, datasets from government surveys or previous studies on your topic.

With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.

Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.

However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.

As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.

Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are reliable and valid.

Operationalisation

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalisation means turning these fuzzy ideas into measurable indicators.

If you’re using observations , which events or actions will you count?

If you’re using surveys , which questions will you ask and what range of responses will be offered?

You may also choose to use or adapt existing materials designed to measure the concept you’re interested in – for example, questionnaires or inventories whose reliability and validity has already been established.

Reliability and validity

Reliability means your results can be consistently reproduced , while validity means that you’re actually measuring the concept you’re interested in.

For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.

If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.

Sampling procedures

As well as choosing an appropriate sampling method, you need a concrete plan for how you’ll actually contact and recruit your selected sample.

That means making decisions about things like:

• How many participants do you need for an adequate sample size?
• What inclusion and exclusion criteria will you use to identify eligible participants?
• How will you contact your sample – by mail, online, by phone, or in person?

If you’re using a probability sampling method, it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?

If you’re using a non-probability method, how will you avoid bias and ensure a representative sample?

Data management

It’s also important to create a data management plan for organising and storing your data.

Will you need to transcribe interviews or perform data entry for observations? You should anonymise and safeguard any sensitive data, and make sure it’s backed up regularly.

Keeping your data well organised will save time when it comes to analysing them. It can also help other researchers validate and add to your findings.

On their own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyse the data.

Quantitative data analysis

In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarise your sample data, make estimates, and test hypotheses.

Using descriptive statistics , you can summarise your sample data in terms of:

• The distribution of the data (e.g., the frequency of each score on a test)
• The central tendency of the data (e.g., the mean to describe the average score)
• The variability of the data (e.g., the standard deviation to describe how spread out the scores are)

The specific calculations you can do depend on the level of measurement of your variables.

Using inferential statistics , you can:

• Make estimates about the population based on your sample data.
• Test hypotheses about a relationship between variables.

Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.

Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.

Qualitative data analysis

In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.

Two of the most common approaches to doing this are thematic analysis and discourse analysis .

There are many other ways of analysing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.

A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research.

For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.

Operationalisation means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalise the variables that you want to measure.

The research methods you use depend on the type of data you need to answer your research question .

• If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
• If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
• If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

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Brianna Buljung

This chapter will help you:

• Conceptualize your research prior to beginning a project
• Plan the logistics of your research project
• Determine how to find a place for your research interests in your discipline

Introduction

Searching or beginning to locate information is not the first step in any research project; instead projects should begin with careful planning and reflection. Establishing a plan and norms for the project will help you to be more efficient and effective throughout the entire lifecycle of the project. This planning includes situating the research within the discipline, establishing a plan for organizing the research materials and considering the keywords and search parameters that will initially be used.

This chapter will help you to plan your research by conceptualizing your research and consider the logistics of the project. It will explore both the theoretical aspects of the project, especially in selecting a topic, and the practical aspects of being an efficient researcher. It will use the topic of aquatic invasive species as an example throughout. As you work through the chapter, consider your own discipline and pending research projects; reflect on how the various topics discussed might be applicable to your situation.

Why Planning is Important

Few researchers have the luxury of working on a single project or devoting all of their time to research. Most, especially those in academia, are also balancing other obligations such as teaching, service, advising and personal responsibilities. Because research is typically only a portion of your responsibilities, it is important to use the time available well. What does it mean to an effective researcher? This type of researcher is productive, knowing which tools and sources are the best for their work. They also know where to seek help if they cannot find resources or use needed tools. These researchers are also efficient, making good use of available tools, resources and time to accomplish tasks. Finally, they effectively communicate to make a meaningful contribution to their discipline. Most researchers have projects that fail for one reason or another, but effective researchers are able to avoid the issues of endless searching or research inertia.

One of the most effective practices you can adopt as a researcher is building time for reflection into the process throughout the project. Research is iterative, new questions and avenues for exploration arise from the acquisition of knowledge. You may find that you revisit different aspects throughout the project as your understanding of the topic grows. The research workflow can also be iterative and develop over time, especially for early career researchers. It may take time for you to develop the habits of an effective researcher or to determine which tools and processes work best for you and your research team. Some early career researchers gain experience while working as part of an established research group, but others must learn by beginning projects on their own. Each chapter in this text will provide questions or a brief activity that can help you reflect on how that aspect or tool applies to your project. Making time for reflection ensures your processes and norms are working properly and that the project is meeting your goals.

One of the most significant issues facing early career researchers is finding a meaningful way to contribute to and impact their discipline. It can be daunting to enter the scholarly conversation or to feel like your work is worthy of publication. Although it can take time, it is possible to find your place in the research of your discipline. Start by reading both widely and deeply. Read widely to become comfortable with the breadth of research in your broad areas of interest. This technique will help you to learn terminology, publishing practices, top journals and methodological approaches. Then, read deeply in areas of particular interest. These are the types of articles you would cite in your work, the authors you follow or would seek out as collaborators. You can use these articles to find gaps in the literature that you can explore. Within each article, focus on the literature review to learn more about how their research fits into the larger conversation. Then, look to the conclusions or research limitations section to identify gaps or further work that you could pursue. You may also find potential collaborators who are interested in pursuing the same lines of inquiry.

Additionally, do not feel like you must learn techniques and tools all on your own. Seek out a mentor either in your discipline or in an adjacent one. Find a scholar who is doing the type of work that you would like to do so that you can learn from their successes and struggles. Take advantage of opportunities to ask questions and learn from others. Ask scholars about their research, why they selected particular methodologies or pursued different areas of research.

How to Prepare for Research

Concept mapping or mind mapping can be an effective way to conceptually organize your research ideas and find an appropriate scope for your project topic. A concept map helps you to visually organize a topic, beginning with broad concepts in the center, then narrowing and focusing as the concepts move out from the center. The map creates connections between different elements of the topic, especially relationships between broader and narrower elements. Below is a concept map for a project related to aquatic invasive species. From the center of the map, four narrower topics connect to details about that specific aspect. The map could continue to become more detailed if additional, narrower details were added to the third level concepts.

Once you have completed a large concept map, you can use it to narrow your topic into a focused research question. There are different ways to narrow the research based on the concept map. You can take one of the branches of your concept map and continue refining by adding details and additional branches. You can also take the larger topic and apply a particular technology or methodological approach to it. For example, you could select a particular mitigation strategy to address problems caused by one particular type of species, such as zebra mussels. Finally, you could situate your topic in a particular location or setting. You may be able to apply lessons learned and strategies developed in other research in your discipline to a specific case study, for example lakes in Colorado, USA. The concept map below takes two branches of the larger topic and investigates them in more detail.

After you have begun to conceptualize your topic and focus on a research question, it can be helpful to organize the logistics of the research project. This initial organization will most likely adapt as you work through the project and this book. Each of the following chapters in the book will help you to consider a different aspect of the project. Your planning notes will become more refined as you learn more in each chapter. This initial organization can help you broadly consider the types of tools and platforms that will be most useful for this particular project. As the graphic below depicts, the research ecosystem is vast and there are many different tools that can be used at each stage of the research lifecycle.

In the initial stages of a project you do not necessarily have to decide on the granular aspects of the project, such as which journals you would like to publish in or how the data will be coded. However, establishing some basic organizational norms can be helpful, especially if you are working in a team or as part of a larger project. Determine how you will organize and share notes with collaborators. Some teams use a tool like an electronic lab notebook to store time-stamped notes from all aspects of the project, while others use a shared document or file. Another decision that it can be helpful to make early in the process is how files will be stored and how citations will be managed. Chapter 4 discusses citation management in more depth.

Ensuring the tools and processes used align with your research workflow is the most important element of project organization. You have to be able to consistently follow the norms you have established, otherwise you are wasting effort. If you do not typically take detailed notes you might struggle to adjust to that practice. Or, if you are unaccustomed to consistently naming documents, adopting a standard file naming convention can help to organize your work.

The last step prior to beginning research is to take time to consider your search strategies, locations and terminology. While you may feel comfortable with your topic and disciplinary databases, brief moments of reflection throughout the search process will help you become a more efficient and effective searcher.

First, take some time to brainstorm different elements of your search strategy. Even if you are very comfortable with your topic, start by making a list of the terms you will use in your searches. These terms should include discipline or industry specific terms, common language terms, acronyms, commonly accepted brand or entity names, specific locations and other associated terms as appropriate for your discipline. Some search topics might rely heavily on geographic terms or acronyms while others may not. After you have considered terms, establish a broad time frame for your search results. This will heavily depend on the discipline and purpose of the project. Topics that are focused on emerging technologies will have a shorter, more contemporary time frame than research in the earth sciences or history might. It is helpful to keep a copy of these notes nearby while searching. Then you can modify and reevaluate as needed.

The concept map we created to explore and refine our topic will be very useful when making a list of potential search terms. As the table below depicts, several terms are taken directly from the map. The list is then enhanced with additional terms that will be of use to our search.

Get into the habit of taking notes and documenting your research project. Use concept mapping to explore your topic and generate keywords. Return to your notes throughout the project as you learn additional information from your sources. Documenting your research project can help you to stay organized, communicate with your collaborators and eventually write about the research.

Tips for Starting Your Research Project

• One of the best ways to find a place for your research in your discipline is to read the other research in your field. Find articles with a similar approach to your work or a similar focus.
• Take the time to plan the logistics of your project. Determining how notes will be stored, how citations will be managed, which word processing tool will be used can save time and effort throughout the project, especially if you are working collaboratively.
• To narrow your research topic you can:
• Take one of the branches of your concept map and continue refining
• Situate your topic in a particular location or setting
• Consider a particular technology or methodological approach to the topic

Now that you have a better understanding of how to plan your project to improve efficiency and stay organized, consider the following in relation to a project of your choosing:

• Consider the scope of your project and how it fits into your discipline. If your work is interdisciplinary, consider where your topic will intersect with both disciplines.
• Make an initial plan for the logistics of your project – you will be able to revisit and refuse this in later chapters. Consider how you will manage the project and where you will store citations and files.
• Brainstorm keywords related to your topic – don’t forget to consider all kinds of terms, such as common language terms, technical terms, acronyms, geography and related words.
• Brainstorm the other elements you will need to be an effective searcher, including time frame, types of information needed and potential sources of that information.

Navigating the Research Lifecycle for the Modern Researcher Copyright © 2022 (1st Edition) by Brianna Buljung is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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Developing research questions, epistemology, ethical approval, methodology and methods, recruiting participants, planning your analysis, writing your research proposal.

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When starting out on reading for your dissertation, you may feel a little overwhelmed with the amount of research out there related to your topic. This is normal!

Your first job is to start to make sense of this existing research, sketching out a map with your dissertation in the centre. Around you will be various ‘neighbourhoods’ or groups of literature that are connected in some way, perhaps by a shared theme or group of participants. You might also start to identify ‘points of interest’ - key texts, models or theories that need to be acknowledged in order for a reader to understand your approach to your research area. 

In drawing this map, your aim is to identify the research gap or problem - an issue or question that you feel has not been fully addressed by existing studies. Remember, there is no expectation that you will have read absolutely everything on your subject, but you should be able to use the wide range of sources available to you to persuade the reader of the relevance and importance of your chosen topic.

Here are a few common approaches to finding the gap that might provide some inspiration for your own dissertation:

• Chronological , tracing change and development over time. For example, in a study of contemporary attitudes to tattoos, you might start by looking at historical examples of tattooing in other cultures, mapping out a timeline of key trends and shifts in the practice over time.  
• Thematic , mapping out the reading around topics or themes that multiple papers have in common. If you are investigating stress and anxiety in higher education, you might start out by searching for literature on mental health in universities to establish the 'bigger picture' before zooming in on a specific topic.
• Venn diagram , bringing together two otherwise distinct areas to find the literature that is common to both/bridges the gap. You may be working on a topic that is well-researched (stroke patient recovery) but adopting a new angle (from your perspective as a physiotherapist). Start by reading the literature in each area separately, fitting the papers into a Venn diagram that enables you to see where the closest links or overlaps between the two areas occur.
• Context-based , where the literature is split based on which participants are involved or the geographical/cultural environment in which it was carried out. You might be interested in how Kenyan companies address fraud and financial corruption, and start your literature search by identifying examples and case studies from other countries and regions.
• Research methods , where the literature tends to fall into different approaches to the same research problem. I f the focus of your dissertation is to apply and test a new method, such as a machine learning algorithm, you could start by identifying if and where a similar method has been used in existing research (a bottom-up approach to literature searching).

By reading widely in the early stages of your project, you should begin to get a sense of what research has already been conducted in your area, and where you fit into this map of research. For some people, there will be a clear gap or under explored topic in the research that their dissertation will aim to tackle or solve. Other projects may be less radical, focusing more on testing the transferability of an existing concept or study.  By drawing on this existing research, you are justifying the relevance of your own dissertation project, showing how it contributes (even in small way) to research in your field.

Once you have identified a problem or gap in the literature, you need to begin thinking about you will address this in your research. Research questions help to focus your project by highlighting what you want to learn about your topic, as well as providing guidance about how your data will be collected and analysed.

For example:

RQ1: Do media texts improve access to learning for low attaining students? RQ2:   Does exploring poetry through the lens of student interest positively affect motivation?

These research questions are effective as they give a clear indication of the research topic (media texts/student interest), participant group (low attaining students) and research measures (access to learning/motivation and engagement).

Whilst there isn't a perfect formula for writing research questions, here are some top tips:

• Show the relevance of your topic - make it clear what your research is trying to achieve. Is it addressing a gap in the literature? Testing theory with a specific group? Analysing professional practice?
• Demonstrate your project is achievable - whilst your research questions don't need to go into detail about your methods, you should try to show that your project is realistic, given your available time and resources. It is important to consider what types of data you are able to collect/access to answer your research questions.
• Be analytical, not descriptive - a good research question generally guides you to analyse a problem; this means that words like 'How', 'Examine', and 'Evaluate' are more useful than words like 'what' or 'describe'.
• Keep questions clear and focused - ultimately these questions act as guidance for how you will address the problem/gap you have identified

Research questions are not easy to write. They take time and require work: rarely will you stumble upon your research questions with ease. Instead, you start with a problem and refine your ideas until you have a workable way to research your area of interest.

Epistemology concerns the nature of knowledge and how we come to know what we know. It provides a philosophical grounding for considering what knowledge is possible and that how we determine that knowledge is adequate and legitimate. As such there are quite a range of epistemologies. Fortunately, it is unlikely that you will be expected to go into great detail about the epistemology of your research. It is however, important to consider what is accepted as 'knowledge' in your research.

It is likely that the epistemology of your research will either be positivistic or interpretivist , so it's worth considering the differences between them:

The positivist research philosophy understands phenomena through objective measurement , to collect data that can be used to develop generalisations and facts about the world.

By contrast, the interpretivist research philosophy views knowledge as socially constructed and therefore accepts multiple interpretations and subjective meanings.

Though you shouldn't become too worried about understanding this distinction, it is worth having some understanding of your research philosophy as this is likely to influence your chosen methodology, which will in turn affect the methods you use to collect your data ( more on this later!)  

Adapted from Alkhalil (2016)

Securing ethical approval for your project is a key step in the research process and must be in place before you begin collecting data. Research ethics are a set of rules and criteria that your research project must adhere to in order to protect the welfare of your participants and to ensure the integrity of your data and results. Although it is easy to see ethical approval as a barrier to the research process, it is an important process that encourages you to recognise how your research may impact the welfare and privacy of those involved.

Visit the University’s Ethics and Integrity webpages for information and guidance on Sheffield Hallam’s research ethics policy and ethical approval.

As well as securing ethical approval from the University’s ethics committee, you will also need to think about how you will ensure the data you collect remains private and confidential, and that your participants are fully informed and consent to the terms of your research. You can find a series of templates and forms to use during your research on the University’s ethics pages, includ ing participant information sheets, participant consent forms and documents related to risk assessment.

Check with your supervisor which forms are required as some departments have their own versions of the generic forms above. Aim to start the process early – many projects are delayed while researchers wait for ethical approval; the Student Ethics checklist is a good supporting document to use when planning this aspect of your research.

• Methodology vs. Methods
• Choosing your methods
• Planning your procedure

Methodology is the plan of action for your research. Your choice of methodology will guide the methods you choose and provide a rationale for the design of your research.

Methods are the techniques and procedures that you engage in to collect data. It is important to provide comprehensive detail about your chosen methods; this helps to justify your chosen approach and demonstrate how your chosen method of data collection will enable you to answer your research questions.

Here's an example:

It is important to remember that you should demonstrate awareness of the limitations of both your chosen methodology and methods.

Ultimately, your methodology and methods are about demonstrating a clear justification for the overall design of your research and the methods you employed to collect your data. Furthermore, you need to d emonstrate an understanding of the limitations of your choices and the affect this may have upon your findings/conclusions/implications/claims to generalisability. 

Your research methods are the tools that you will use to collect your data. These can either be quantitative, examining numerical data and using statistical tests to establish relationships, or qualitative, examining non-numerical data to seek an in-depth understanding of phenomena. The decision between quantitative and qualitative methods may be influenced by your methodology.

Your choice of methods will also depend on several other factors such as time, resources and knowledge. For example, whilst interviews allow you to collect very rich data, they are very time consuming to transcribe and analyse. Conversely, surveys may allow you to collect a much larger data set, but it is likely to be lacking in detail. It is important to recognise that there are strengths and weaknesses associated with any research method and it is your responsibility to consider how these factors support or inhibit your ability to answer your research questions.

Whilst not an exhaustive list, some of the most frequently used research methods include:

• Interviews (Structured/Semi-structured/Unstructured)
• Focus Groups
• Secondary Data Analysis
• Questionnaires/Surveys
• Observation (Participant/Non-participant)
• Measurement

If you find yourself stuck when it comes to choosing your research methods, reviewing the related literature can often be a helpful place to start. This is because research on topics related to your own project is likely to have been conducted using well-established research protocols, which are appropriate for studying the topic in question. Furthermore, reviewing the methods sections of related literature can often provide you with a handy guide about what to include in your methodology section when you come to writing up your research project.

Choosing your research methods is often about balancing realism and ambition ; don't be afraid of using your research project as an opportunity to learn how to use a new method, just remember that your project must also be completed within a limited timeframe, so it's important to consider if you have the necessary time and resources/support to develop the knowledge you need to successfully collect data using your chosen method.

It's really important to think about how you're  actually  going to collect your data. For example, if you've chosen to do interviews, you still have to decide on the type of interview, the questions you will ask and how long you want the interview to last. Planning this part of your project requires you to complete reading about your chosen method. This is important for two reasons:

• Reading about your chosen method will help to ensure that you build your chosen method in the best way possible. This will look very different for every research project, and will be dependent on your topic, methodology and the problem/gap you are trying to address. Nevertheless, using literature as a guide will help to ensure that your project meets the standard of 'best practice' for whatever your chosen research method(s) is.
• When it comes to writing up your project, it is important that you can demonstrate a theoretical grounding from the wider literature to support your choice of methodology and method(s).

Deciding on your research participants is a topic that is important to discuss with your supervisor in the early stages of your dissertation project , perhaps even in your first supervision meeting. The sooner you identify your research participants, the sooner you can begin to narrow the scope of your literature search and determine which studies will be most relevant to your aims and objectives. 

This will also help you to begin to sketch out the story of your research - why are you interested in your chosen group, what will participating in your research look like for a participant, and how will they be implicated in your findings? It would be impossible for this guide to cover everything on how to identify, recruit and collect data from your research participants, but here are some key points to consider:  

• Start with the existing literature. If you’re undecided on who your participants should be, start by making notes on existing studies. You might aim to build on existing research - exploring a new variable with a well-researched participant group that you will aim to replicate in your own project. Alternatively, you might be drawn to expand existing research into a new pare by considering participants and populations you feel have been previously overlooked.
• Draw on your networks. Be practical, thinking about potential participants that you can easily access and engage with in your project. These might be coursemates, university students, or communities you have worked with on placement. If you already know your participants, or belong to the group yourself, be sure to consider your positionality and think about the potential for research bias.
• Be realistic about ethical approval. For UG and PGT dissertations, it is important to be realistic about who you will be able to involve in your research, and the unlikelihood that you will have the time to gain ethics approval for working with vulnerable communities or involving participants in sensitive topics. However, this is not to say that your research idea does not have potential, but you may need to think of a group of participants - perhaps one step removed from your topic of interest - that could be involved. For example, any direct work with children, unless you are already undertaking a school-based placement, is very unlikely to be approved. However, you could shift your focus onto parents or teachers. Similarly, sensitive topics such as mental health and disability will be difficult to address directly, but you could choose to interview support workers or university staff on the subject, or write an extended literature review that does not require you to generate primary data from working with participants.
• Read up on selection and sampling techniques. Familiarise yourself with the different ways you can recruit participants to ensure a representative sample. For more information on sampling techniques, and their relative advantages and limitations, visit our SAGE Research Methods resource via the library.
• Think about the logistics of recruiting and gathering data from participants . How will you reach out to participants and are you using multiple methods of communication, or relying entirely on online surveys or email interviews? Some communication methods may be easier for your participants to engage with than others - try to build this into your research design. You will also need to think about how you ensure data is anonymised and how you will keep track of the number of participants involved in your project if they are participating remotely.
• Have a contingency plan. Reflect on the possible points of failure in your project and possible solutions for these. If your online survey fails to attract enough participants, can you run a second phase of data collection in person? What is your minimum number of participants needed to meet your research aims?
• Set yourself a goal. Set an ideal sample size as well as a lower limit. Aim for the minimum in the time you have available - any extra participants would then be a bonus!
• Share your findings . You will need to let your participants know how their data will be stored and how they can access the results of your project once it is completed. You can find guidance on this, and wider GDPR considerations, on the university's ethics pages.

It is important to consider how you will analyse the data you have collected. Furthermore, you should start to think about how the interpretation of your data will start to allow you to answer your research questions.

Your choice of analysis will vary greatly depending on your discipline and on whether you are using quantitative or qualitative research methods. In the case of quantitative research, you need to decide what statistical tests you are going to conduct and if there are any adjustments that you will need to make to avoid Type 1 or Type 2 errors. Likewise, if you are doing qualitative research you need to think about how the coding system that you will use to analyse your data and whether or not you will use any computer software to support your analysis.

Either way, you should ensure that you have the skills that you need to complete your chosen type of analysis or determine what reading/training you need to undertake!  

What is a research proposal used for?

Your research proposal is an important step in the dissertation process as it allows you to determine whether there is an evidence base for your project and a need for your research to be conducted. The proposal allows you to identify a specific area or research problem, and to reflect on the practical steps you will need to complete in order to finish the dissertation. Your proposal should therefore make your research project appear achievable with the time and resources you have available. In some departments, the proposal will also be used to match your dissertation to an appropriate supervisor.

What should I include in the proposal?

Your proposal includes many of the same sections as a dissertation, but of course it is read with the understanding that this is a proposed project and that details may change. Remember, the proposal is about demonstrating that you know what the dissertation process will involve and that you have started to reflect on the practicalities of completing such a project. 

Here are the key sections your proposal should include. Be sure to check this against your assessment criteria or module guide:

Working title Your title should outline a clear topic area and your research approach. Some common techniques include using a question (‘For more tips on what makes an effective title, visit this online guide.

Background and research aims Introduce your topic area, including definitions if helpful and appropriate. You should also include a bullet-point list of your research objectives (2-4 is a good number to include) or questions that you will aim to answer. It can also be helpful to include a short paragraph outlining what you hope to achieve and contribute to knowledge with your dissertation.

Literature review You should conduct a short literature review of around 750-1000 word that includes the following three sections:

• Background information on your topic - Define key terms, signpost any issues or debates in the literature, introduce the research problem or question in its broadest terms.
• Trends in the literature - Highlight key trends in existing research – summarise the main theories or concepts in the literature in your area. Situate your project in relation to these.
• Identify a gap or research problem - Provide more detailed information on a focused aspect of the topic that your research will address. Identify the gap or show specifically what your research hopes to contribute – either for your participants, a theoretical development or a new methodological approach.

Methodology This will be a brief outline of your intended methods and procedure for data collection. This should be in the future tense and use cautious language where appropriate. Aim to include:

• your overall methodology (quantitative/qualitative) and research design (case study, pilot study, experimental design);
• your research methods and why they are appropriate for your proposed project ;
• identify a participant group and consider how they will be recruited, along with approach to sampling;
• how you intend to analyse the data and any tools/software required to complete this step;
• acknowledge that you will obtain ethical approval for the study and address any ethical considerations you must take at this stage.

Research schedule (optional – check with your module leader) Outline key milestones in your project and identify short and medium-term deadlines. This could be presented in a table, as a monthly schedule or using a Gantt chart.

Bibliography Make sure you include a list of the references used in your research proposal, in APA format. This will not be included in the word count for the proposal.  

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Project Planning for the Beginner: Research Design

• Defining a Topic
• Reviewing the Literature
• Developing a Researchable Question

Research Design

• Planning, Data, Writing and Dissemination

What Is a Research Plan?

This refers to the overall plan for your research, and will be used by you and your supervisor to indicate your intentions for your research and the method(s) you’ll use to carry it out. It includes:

• A specification of your research questions

• An outline of your proposed research methods

• A timetable for doing the work

What Is Research Design?

The term “ research design “ is usually used in reference to experimental research, and refers to the design of your experiment. However, you will also see the term “research design” used in other types of research. Below is a list of possible research designs you might encounter or adopt for your research:

• Descriptive or exploratory (e.g., case study , naturalistic observation )

• Correlational (e.g., case-control study, observational study )

• Quasi-experimental (e.g., field experiment , quasi-experiment )

• Experimental (experiment with random allocation and a control and test group )

• Review (e.g. literature review , systematic review )

• Meta-analytic (e.g. meta-analysis )

Research Design Choices

How do i match my research method to my research question.

The method(s) you use must be capable of answering the research questions you have set. Here are some things you may have to consider:

• Often questions can be answered in different ways using different methods

• You may be working with multiple methods

• Methods can answer different sorts of questions

• Questions can be answered in different ways.

The matching of method(s) to questions always matters . Some methods work better for particular sorts of questions.

If your question is a hypothesis which must be falsifiable, you can answer it using the following possible methods:

• An experimental method using statistical methods to test your hypothesis.

• Survey data (either generated by you or secondary data) using statistical methods to test your hypothesis.

If your question requires you to describe a social context and/or process, then you can answer it using the following possible methods:

• You can use data from your own surveys and/or secondary data to carry out descriptive statistics and numerical taxonomy methods for classification .

• You can use qualitative material derived from:

• Documentary research

• Qualitative interviews

• Focus groups

• Visual research

• Ethnographic methods

• Any combination of the above may be deployed.

If your question(s) require you to make causal statements about how certain things have come to be as they are, then you might consider using the following:

• You can build quantitative causal models using techniques which derive from statistical regression analysis and seeing if the models “fit” your quantitative data set.

• You can do this through building simulations .

• You can do this by using figurational methods, particularly qualitative comparative analysis , which start either with the construction of quantitative descriptions of cases from qualitative accounts of those cases, or with an existing data set which contains quantitative descriptions of cases. 

• You can combine both approaches.

If your question(s) require you to produce interpretive accounts of human social actions with a focus on the meanings actors have attached to those actions, then you might consider using the following:

• You can use documentary resources which include accounts of action(s) and the meanings actors have attached to those actions. This is a key approach in historical research.

• You can conduct qualitative interviews .

• You can hold focus groups .

• You can do this using ethnographic observation .

• You can combine any or all of above approaches.

If your question(s) are evaluative, this could mean that you have to find out if some intervention has worked, how it has worked if it has, and why it didn’t work if it didn’t. You might then consider using the following:

• Any combination of quantitative and qualitative methods which fit the data you have.

• You should always use process tracing to generate a careful historical account of the intervention and its context(s). 

Checklist: Question to Ask When Deciding On a Method

Here are seven questions you should be able to answer about the methods you have chosen for your research. 

• Does your method/do your methods fit the research question(s)?
• Do you understand how the methods relate to your methodological position?
• Do you know how to use the method(s)  ?  If not, can you learn how to use the method(s)?
• Do you have the resources you need to use the methods? For example:

• statistical software

• qualitative data analysis software

• an adequate computer

• access to secondary data sets

• audio-visual equipment

• language training

• transport You need to work through this list and add anything else that you need.

• If you are using multiple methods, do you know how you are going to combine them to carry out the research?
• If you are using multiple methods, do you know how you are going to combine the  products of using them when writing up your research? 
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How to Plan and Conduct a Research Project: 12 Simple Steps

Let’s have a brief and clear discussion on what we should do for achieving success in our research project.

Well! For planning and conduction we have to go through following steps.

1. Topic selection

Many of us have a clear research topic of mind but some are also there who come up with various ideas. When we are in pressure, we often get panicked and anxious, therefore we should select topic well before time by following ways.

2. Discussing with others: We should discuss with others (e.g., friends, lab mates, seniors, teachers and colleagues) about what they are mostly considering, what is sparking interest in us and whatever question arises we should freely discuss with others as their suggestions and comments will help us in refining our focus.

3. Having a look on other writings or previous people research topics:  Books and journals are major sources of ideas. We can spend some time in library and get some idea on title of other research paper of recent years, or we can go through previous people research projects. Similar studies have also been published in journals. Those articles we have to collect and plan how to make a difference.

Now-a-days many things are available online from internet. Websites like  Google ,  PubMed ,  Scopus ,  Science Direct  and others are some of the best learning sources and provides latest information of research. We can search many related topics and finalize a plan.

4. Considering our own interest:  Final and the vital point is considering our own interest like is giving us more interest. We can focus on that to find out whether that is covered in the syllabus. We should remain extra critical while choosing a topic so that we can find out which thing needs some extra studies. While choosing a topic certain points we should keep in mind like a research study can duplicate of already existing study in a completely different manner, extension of existing study, exploring the unexplored part, reviewing the knowledge in s particular field, application of theoretical idea to a real world problem.

5. Developing a research question

Once topic selection is done and it is accepted by department, we should start focusing on refining the topic and finding something like

• Issue for investigating
• What we want to prove, disapprove or discover
• Research limitations

6. Effectual planning of the research

Well!  Research proposal  is the detailed explanation of the whole project that we are going to conduct. It is like a formal need. It should include your thinking about the research problem, all discussions with your guide and all initial findings on the topic.

This step will include strategies to manage the time and how effectively we carry out all tasks. A plan should be made in such a way that it should allocate required time for each and every task. For this we have to see how much total time we have and accordingly we will divide time for each task. It is vital to remain as much realistic as we can about the timing each task will take. The more focused we will remain at the planning stage the more hours we can save while carrying out task. Better to note down about all the resources we need in each stage like how much time we should spend in  library , working hours, equipment lists, space required etc.

It is one of the common problems while conducting research and we should remain well prepared for it. For  several reasons people procrastinate  like for improper management of time, dauted by scale of the work, motivation loss, perfectionism, negative thoughts and many more. When we recognize these problems early, it will help us in minimizing it to larger extent. To avoid we should be realistic about when we should start, devote more time for planning and revising the research plan, allocation of proper time, highly focused etc.

Early identification of the signs of procrastination will give you the best chance of minimizing any negative effects. Once you suspect that you are procrastinating, it can be helpful to review what you are expecting of yourself, and check that those expectations are realistic. This is where planning is vital. After a research plan is made it is a better idea to show it to some other people of our team or our teachers/guides, who can help us in finding out some missing tasks, or some mistakes.

Conducting Research

After the planning stage is over now comes the time to conduct the research. Here also we should remain highly organized and methodical to achieve success. Let’s have a discussion on each step.

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11.3 Managing Your Research Project

Learning objectives.

• Identify reasons for outlining the scope and sequence of a research project.
• Recognize the steps of the research writing process.
• Develop a plan for managing time and resources to complete the research project on time.
• Identify organizational tools and strategies to use in managing the project.

The prewriting you have completed so far has helped you begin to plan the content of your research paper—your topic, research questions, and preliminary thesis. It is equally important to plan out the process of researching and writing the paper. Although some types of writing assignments can be completed relatively quickly, developing a good research paper is a complex process that takes time. Breaking it into manageable steps is crucial. Review the steps outlined at the beginning of this chapter.

Steps to Writing a Research Paper

• Choose a topic.
• Schedule and plan time for research and writing.
• Conduct research.
• Organize research
• Draft your paper.
• Revise and edit your paper.

You have already completed step 1. In this section, you will complete step 2. The remaining steps fall under two broad categories—the research phase of the project (steps 3 and 4) and the writing phase (steps 5 and 6). Both phases present challenges. Understanding the tasks involved and allowing enough time to complete each task will help you complete your research paper on time with a minimal amount of stress.

Planning Your Project

Each step of a research project requires time and attention. Careful planning helps ensure that you will keep your project running smoothly and produce your best work. Set up a project schedule that shows when you will complete each step. Think about how you will complete each step and what project resources you will use. Resources may include anything from library databases and word-processing software to interview subjects and writing tutors.

To develop your schedule, use a calendar and work backward from the date your final draft is due. Generally, it is wise to divide half of the available time on the research phase of the project and half on the writing phase. For example, if you have a month to work, plan for two weeks for each phase. If you have a full semester, plan to begin research early and to start writing by the middle of the term. You might think that no one really works that far ahead, but try it. You will probably be pleased with the quality of your work and with the reduction in your stress level.

As you plan, break down major steps into smaller tasks if necessary. For example, step 3, conducting research, involves locating potential sources, evaluating their usefulness and reliability, reading, and taking notes. Defining these smaller tasks makes the project more manageable by giving you concrete goals to achieve.

Jorge had six weeks to complete his research project. Working backward from a due date of May 2, he mapped out a schedule for completing his research by early April so that he would have ample time to write. Jorge chose to write his schedule in his weekly planner to help keep himself on track.

Review Jorge’s schedule. Key target dates are shaded. Note that Jorge planned times to use available resources by visiting the library and writing center and by meeting with his instructor.

• Working backward from the date your final draft is due, create a project schedule. You may choose to write a sequential list of tasks or record tasks on a calendar.
• Check your schedule to be sure that you have broken each step into smaller tasks and assigned a target completion date to each key task.
• Review your target dates to make sure they are realistic. Always allow a little more time than you think you will actually need.

Plan your schedule realistically, and consider other commitments that may sometimes take precedence. A business trip or family visit may mean that you are unable to work on the research project for a few days. Make the most of the time you have available. Plan for unexpected interruptions, but keep in mind that a short time away from the project may help you come back to it with renewed enthusiasm. Another strategy many writers find helpful is to finish each day’s work at a point when the next task is an easy one. That makes it easier to start again.

Writing at Work

When you create a project schedule at work, you set target dates for completing certain tasks and identify the resources you plan to use on the project. It is important to build in some flexibility. Materials may not be received on time because of a shipping delay. An employee on your team may be called away to work on a higher-priority project. Essential equipment may malfunction. You should always plan for the unexpected.

Staying Organized

Although setting up a schedule is easy, sticking to one is challenging. Even if you are the rare person who never procrastinates, unforeseen events may interfere with your ability to complete tasks on time. A self-imposed deadline may slip your mind despite your best intentions. Organizational tools—calendars, checklists, note cards, software, and so forth—can help you stay on track.

Throughout your project, organize both your time and your resources systematically. Review your schedule frequently and check your progress. It helps to post your schedule in a place where you will see it every day. Both personal and workplace e-mail systems usually include a calendar feature where you can record tasks, arrange to receive daily reminders, and check off completed tasks. Electronic devices such as smartphones have similar features.

Organize project documents in a binder or electronic folder, and label project documents and folders clearly. Use note cards or an electronic document to record bibliographical information for each source you plan to use in your paper. Tracking this information throughout the research process can save you hours of time when you create your references page.

Revisit the schedule you created in Note 11.42 “Exercise 1” . Transfer it into a format that will help you stay on track from day to day. You may wish to input it into your smartphone, write it in a weekly planner, post it by your desk, or have your e-mail account send you daily reminders. Consider setting up a buddy system with a classmate that will help you both stay on track.

Some people enjoy using the most up-to-date technology to help them stay organized. Other people prefer simple methods, such as crossing off items on a checklist. The key to staying organized is finding a system you like enough to use daily. The particulars of the method are not important as long as you are consistent.

Anticipating Challenges

Do any of these scenarios sound familiar? You have identified a book that would be a great resource for your project, but it is currently checked out of the library. You planned to interview a subject matter expert on your topic, but she calls to reschedule your meeting. You have begun writing your draft, but now you realize that you will need to modify your thesis and conduct additional research. Or you have finally completed your draft when your computer crashes, and days of hard work disappear in an instant.

These troubling situations are all too common. No matter how carefully you plan your schedule, you may encounter a glitch or setback. Managing your project effectively means anticipating potential problems, taking steps to minimize them where possible, and allowing time in your schedule to handle any setbacks.

Many times a situation becomes a problem due only to lack of planning. For example, if a book is checked out of your local library, it might be available through interlibrary loan, which usually takes a few days for the library staff to process. Alternatively, you might locate another, equally useful source. If you have allowed enough time for research, a brief delay will not become a major setback.

You can manage other potential problems by staying organized and maintaining a take-charge attitude. Take a minute each day to save a backup copy of your work on a portable hard drive. Maintain detailed note cards and source cards as you conduct research—doing so will make citing sources in your draft infinitely easier. If you run into difficulties with your research or your writing, ask your instructor for help, or make an appointment with a writing tutor.

Identify five potential problems you might encounter in the process of researching and writing your paper. Write them on a separate sheet of paper. For each problem, write at least one strategy for solving the problem or minimizing its effect on your project.

In the workplace, documents prepared at the beginning of a project often include a detailed plan for risk management. When you manage a project, it makes sense to anticipate and prepare for potential setbacks. For example, to roll out a new product line, a software development company must strive to complete tasks on a schedule in order to meet the new product release date. The project manager may need to adjust the project plan if one or more tasks fall behind schedule.

Key Takeaways

• To complete a research project successfully, a writer must carefully manage each phase of the process and break major steps into smaller tasks.
• Writers can plan a research project by setting up a schedule based on the deadline and by identifying useful project resources.
• Writers stay focused by using organizational tools that suit their needs.
• Anticipating and planning for potential setbacks can help writers avoid those setbacks or minimize their effect on the project schedule.

Writing for Success Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Driving Discovery: How to Create an Effective Research Plan

September 23, 2023 - 10 min read

When embarking on a research project , having a well-thought-out research plan is crucial to driving discovery and achieving your objectives. In this article, we will explore the importance of a research plan, the key benefits it offers, the essential components of an effective research plan, the steps to create one, and tips for implementing it successfully.

Understanding the Importance of a Research Plan

A research plan serves as a roadmap that guides your investigation and ensures that you stay focused and on track. It outlines the objectives, questions, and methods that will shape your research and enable you to make meaningful discoveries.

Imagine embarking on a research journey without a plan. You would be wandering aimlessly, unsure of where to focus your attention and resources. A research plan acts as a compass, guiding you towards the most promising avenues of exploration. It helps you formulate research questions that are relevant and meaningful, so that your study contributes to the existing body of knowledge in a significant way.

Key Benefits

A well-structured research plan offers several benefits besides guiding your investigation.

• Clarify your research goals and align them with your overarching research objectives. You want your study to remain focused and avoid unnecessary detours.
• Organize your research process, so that you cover all the necessary steps and avoid potential pitfalls. Break down your research into manageable tasks, allowing you to allocate your time and resources effectively. 
• Secure funding and gain the support of stakeholders. When applying for grants or seeking approval for your research project, a comprehensive and compelling research plan can make all the difference. It provides a clear overview of your study's objectives, methods, and expected outcomes, demonstrating the potential impact of your research.

Essential Components 

When creating a research plan, certain components should be included to ensure its effectiveness. These components serve as building blocks that shape the overall structure and content of your plan.

Defining Your Research Objectives

The first step in creating an effective research plan is to clearly define your research objectives. These objectives should be specific, measurable, attainable, relevant, and time-bound (SMART). By setting SMART research objectives, you provide a clear purpose for your investigation and establish criteria by which you can evaluate its success.

Defining research objectives is crucial because it helps researchers stay focused and avoid getting lost in the vast sea of information. It provides a sense of direction and purpose, so that every step taken during the research process contributes to achieving the desired outcomes. Without well-defined objectives, researchers may find themselves overwhelmed and unable to make meaningful progress.

Identifying Your Research Questions

In addition to defining your research objectives, it is crucial to identify the research questions that will guide your investigation. These should be focused and address the specific aspects you aim to explore. By formulating precise research questions, you narrow down your research scope and provide a framework for gathering and analyzing data.

Remember that research questions serve as a compass, guiding researchers through the vast landscape of information. They help researchers stay on track and ensure that their efforts are aligned with the overall objectives of the study. Well-crafted research questions also enable them to delve deeper into specific areas of interest, uncovering valuable insights that contribute to the existing body of knowledge.

Choosing the Right Research Methodology

The selection of an appropriate research methodology is another vital component of an effective research plan. The methodology you choose should be aligned with your research objectives and questions, enabling you to gather and analyze data effectively. Whether quantitative or qualitative, your chosen methodology should provide reliable and valid results that contribute to driving your research forward.

Choosing the right research methodology is like selecting the right tools for a construction project. Each methodology has its strengths and limitations, and understanding these nuances is crucial for conducting a successful study. The decision that researchers make will impact the data collection techniques, analysis methods, and overall validity of the study.

Steps to Create a Comprehensive Research Plan

Now that we understand the essential components of a research plan, let's dive into the steps to create a comprehensive one.

Setting Your Research Goals

The first step in creating a research plan is to set clear and concise research goals. These goals serve as the guiding principles of the research and provide a framework for the investigation. When setting research goals, align them with the research objectives, so that the plan remains focused and purposeful. 

Don't forget that research goals can vary depending on the nature of the study. They can be broad, encompassing the overall aims of the research, or specific, focusing on particular aspects or variables. Regardless of their scope, research goals play a vital role in shaping the research plan and determining the path to be followed.

Conducting a Literature Review

A comprehensive literature review is crucial for building a solid foundation for your research plan. During this process, researchers explore various sources such as academic journals, books, conference proceedings, and online databases to gather relevant information. They critically analyze and synthesize the findings from previous studies, to identify gaps, inconsistencies, and areas that require further investigation. This process helps researchers refine their research questions, develop hypotheses, and select appropriate research methods.

Moreover, a literature review allows researchers to identify key theories, concepts, and methodologies that are relevant to their research. It helps them establish the theoretical framework for their study, providing a solid basis for data collection and analysis. By conducting a thorough literature review, researchers guarantee that their research plan is grounded in existing knowledge and contributes meaningfully to the field.

Designing Your Research Strategy

Once you have set your research goals and conducted a thorough literature review, it's time to design your research strategy. This step involves making important decisions regarding research questions, research methods, and data collection and analysis procedures.

• Carefully consider various factors, such as the research goals, the nature of the research problem, the available resources, and ethical considerations. Determine the most appropriate research questions that align with the research goals and can be effectively addressed through the chosen research methods.
• Select the most suitable research methods to collect and analyze data. This can involve qualitative methods such as interviews, observations, or focus groups, or quantitative methods such as surveys or experiments. The choice of research methods depends on the research objectives, the nature of the research problem, and the available resources.
• Outline the data collection and analysis procedures. This means determining the sample size, developing data collection instruments, and devising data analysis techniques. A well-designed research strategy ensures that researchers gather the necessary data to address their research questions effectively and draw meaningful conclusions.

Tips for Implementing Your Research Plan

Creating a research plan is just the first step; successful implementation is equally important. Here are some tips to help you implement your research plan effectively.

Ensuring Flexibility 

While a research plan provides a structured roadmap, it is essential to remain flexible throughout the research process. Unexpected challenges and discoveries may require adjustments to your plan. By maintaining flexibility, you can adapt to changing circumstances and make the most of unforeseen opportunities.

Imagine you are conducting a research study on the impact of climate change on coral reefs. Your initial plan may involve collecting data from a specific location over a six-month period. However, during the course of your research, you may discover a new coral species that is particularly vulnerable to climate change. In such a scenario, being flexible allows you to modify your research plan to include a more in-depth investigation of this new species, potentially leading to groundbreaking findings.

Tracking Your Research Progress

Regularly tracking your research progress is crucial to ensuring that you stay on schedule and achieve your research objectives. Establish milestones and set aside dedicated time for progress evaluation. This will help you identify any deviations from the plan and take corrective measures promptly.

Suppose you are conducting a longitudinal study on the effects of a new teaching method on student performance. By tracking your research progress, you can analyze the data collected at various intervals and assess whether the teaching method is consistently improving student outcomes. If you notice any inconsistencies or unexpected trends, you can adjust your research plan accordingly, such as modifying the teaching method or expanding the sample size.

Evaluating and Refining Your Research Plan

Periodically evaluating and refining your research plan is vital for its effectiveness. Reflect on the progress of your research and assess whether your objectives and questions are still relevant. Take feedback from colleagues and stakeholders into account and make necessary adjustments to improve your research plan.

Let's say you are conducting a survey-based research study on consumer preferences for sustainable packaging. After analyzing the initial survey responses, you may realize that the questions you asked did not capture all the relevant factors influencing consumer choices. By evaluating and refining your research plan, you can modify the survey questions to include additional variables, such as price sensitivity or brand perception, thus enhancing the validity and comprehensiveness of your study.

Drive Your Discovery with Wrike

Creating an effective research plan to drive discovery is like having a detailed itinerary for an exploration journey. It guides your research efforts and ensures that you uncover valuable insights. However, managing these research plans across multiple projects can be challenging.

This is where Wrike steps in. Within Wrike, you can easily create folders for each project or research plan. These folders can serve as a place where you can store research methods, data collection plans, and even your research findings. This structured approach brings direction and discovery to your research, much like a detailed itinerary guides an exploration journey.

And when it comes to the other documents and workflows your business needs — whether it's data analysis or report writing — Wrike has you covered with robust project management features and ready-to-use templates. Ready to drive your discovery process? Start your free trial of Wrike today.

Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Occasionally we write blog posts where multiple people contribute. Since our idea of having a gladiator arena where contributors would fight to the death to win total authorship wasn’t approved by HR, this was the compromise.

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Key Sales Pipeline Metrics to Monitor for Business Success

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Training and Development for Sales Teams Invest in training and development programs for your sales team to enhance their skills and knowledge. Provide them with the tools and resources they need to effectively engage with leads and close deals. By continually developing your sales team's capabilities, you can improve their performance and drive better sales pipeline metrics. Overall, monitoring key sales pipeline metrics is vital for your business's success. By understanding the importance of these metrics, utilizing the right tools and techniques, and implementing strategies to improve them, you can optimize your sales process, increase revenue, and achieve sustainable growth. Monitor key sales pipeline metrics using Wrike’s advanced analytical tools. Register for a free trial today and align your sales strategies with solid data for guaranteed business success. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Catalyzing Business Growth: Strategies for Expansion

Expanding a business is an exciting and challenging endeavor. It requires careful planning, strategic thinking, and a deep understanding of the market. In this article, we will explore the key strategies for business expansion and how to catalyze growth effectively. Whether you are a small startup or an established company, these strategies will provide valuable insights into achieving your growth goals. Understanding Business Expansion Business expansion offers numerous benefits, such as increased market share, higher revenues, and improved brand recognition. It allows businesses to tap into new markets, gain a competitive edge, and attract a larger customer base. However, expanding without a well-thought-out plan can be risky and may lead to financial instability. Therefore, it is essential to carefully consider all aspects of expansion before embarking on this journey. 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Key Factors in Business Expansion Several key factors play a crucial role in successful business expansion: Market Demand: Before expanding, assess the market demand for your products or services. Conduct market research and analyze customer preferences and buying patterns to confirm that there is a sustainable demand in the new market. Identify potential gaps in the market that your business can fill, offering unique value propositions to attract customers. Competitive Analysis: Understand the competitive landscape in the target market. Identify key competitors and analyze their strengths and weaknesses. This analysis will help you position your organization and differentiate it from the competition. Develop a compelling value proposition that highlights your unique selling points and conveys why customers should choose your business over others. Operational Capacity: Evaluate your operational capacity to handle expansion. 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Furthermore, seek professional advice from financial experts, such as accountants or financial advisors, who can guide you through the process and help you make informed decisions. They can assist in analyzing the financial implications of different financing options and provide recommendations based on your specific business needs. Remember that securing financing for expansion is not just about obtaining the necessary funds; it also involves understanding the terms and conditions associated with each financing option. Consider factors such as interest rates, repayment terms, collateral requirements, and potential impact on your business's ownership and control. Lastly, maintaining open communication with potential lenders or investors is crucial. Clearly articulate your expansion plans, demonstrate your business's growth potential, and provide a comprehensive financial proposal that highlights the expected return on investment. Building trust and credibility with financial stakeholders can increase your chances of securing the necessary funds for your business expansion. Human Resources and Business Growth Efficiently managing human resources is crucial during business expansion, as shown by the factors below. Staffing for Expansion Assessing the current workforce is not only about identifying the need for additional staff members, but also about evaluating the existing employees' potential for growth and development. By recognizing the talent within the organization, businesses can provide opportunities for internal promotions and career advancement. This not only motivates employees but also fosters loyalty and commitment to the company. When hiring new employees, take into account diversity and inclusion. By creating a diverse workforce, businesses can benefit from a wide range of perspectives, experiences, and ideas. This can lead to increased innovation, creativity, and problem-solving capabilities, which are essential for business growth. Training and Development for Growth Investing in training and development programs is crucial to making sure that employees have the necessary skills and knowledge to support the expanded operations. By providing continuous learning opportunities, businesses can enhance the capabilities of their workforce, leading to higher productivity and better customer service. Training programs can include a variety of methods, such as workshops, seminars, online courses, and on-the-job training. These initiatives can focus on developing technical skills, leadership abilities, communication skills, and other competencies that are essential for business growth. Moreover, businesses can also consider partnering with external training providers or educational institutions to offer specialized programs tailored to their specific industry or market. By providing employees with access to industry-leading training, businesses can stay ahead of the competition and see to it that their workforce remains up-to-date with the latest trends and best practices. Marketing Strategies for Business Expansion Effective marketing strategies are essential for creating brand awareness and driving customer acquisition during business expansion. Branding and Expansion Review and refine your brand strategy to align with the expanded market and target audience. Confirm that your brand positioning, messaging, and visual identity convey the unique value proposition of your business in a way that resonates with the new market. Digital Marketing for Growth Leverage the power of digital marketing channels to reach your target audience and generate leads. Invest in search engine optimization (SEO), social media marketing, content marketing, and targeted online advertising to expand your reach and drive traffic to your website or physical location. Catalyze Your Business Growth with Wrike Business growth requires effective strategies and the right tools. With Wrike, you can easily manage your growth strategies. Wrike allows you to create individual folders for each growth initiative, serving as a central hub for all relevant information and updates, fostering effective growth management. Beyond just growth management, Wrike offers a comprehensive suite of tools designed to streamline your workflows, foster collaboration, and drive productivity. From real-time communication to intuitive task management features, Wrike provides everything you need to catalyze your business growth and drive expansion. Ready to catalyze your business growth and drive expansion? There's no better time to start than now. Get started with Wrike for free today. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

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The stages of a research project

The basic stages involved in undertaking a university research project are as follows:

1. Choose your research area

Usually, it is best choose an area that you have already studied or are studying within your academic field. Not only will this help you identify potential research, but you can be confident in finding a suitable supervisor and reliable sources within the university. Choosing an area that you also find particularly interesting will help sustain your engagement. 

2. Conduct preliminary research (scope out the topic)

Survey current research surrounding your chosen subject area. Reflect on it carefully, and take advice from academic staff to establish what has already been written on your chosen subject area. This will enable you to identify what you can do that has not been done before.

3. Decide your research topic

Clearly define and delineate your research topic. The more clearly you do so the more confidence and clarity you will have in what you are trying to achieve, and the easier it will be for you to monitor your progress. If you’re uncertain what you’re trying to achieve, how will you know whether you’re on course or not?

At this stage you might also formulate a provisional research question – that is, the question your research will answer:

Research topic: Investigate ‘A’ and ‘B’ to see if/how they interrelate.

Research Question: ‘To what extent is A caused by B?’

4. Decide your methodology

As you are deciding your topic, you should be investigating and considering your research methodology – how you will conduct your research. Is it going to be experimental, observational, theoretical, textual, qualitative, quantitative? Will it involve human subjects? Are there ethical considerations – specific protocols, procedures or approaches to follow? Think about the research method you have chosen; what advantages does it give? What insights might it yield? What difficulties might it pose? How has it been used before in your field of study?

5. Submit/present your research proposal for approval

Most schools have a formal deadline for receiving research proposals/dissertation plans, and a formal approval process. In some cases this is an assessment stage – so make sure you know exactly what you need to submit, and when, in order to progress with your project. Your school will have given you guidance about what your proposal should include. Generally, the common elements are:

• Your main research question/problem/title
• Questions or concerns that will help you solve your main research problem
• A brief literature review or list of key texts/sources
• An overview of your methodology
• A timeline showing your main research project tasks

6. Finalise your topic and methodology

You may need to revise your research plan in the light of feedback you receive during the approval process. Many students are overambitious in their aims; academic staff have a much clearer idea of what is achievable and necessary in terms of a successful research project, so be guided by their advice. You may also need to modify your methodology in the light of your initial research, or a pilot study. It may be necessary, for example, to alter a questionnaire that isn’t generating the data you were expecting.

7. Conduct your research (fieldwork)

This might take place in a laboratory, in a library or archive, at a computer, on the streets or in a field. Whatever the location, this is the practical activity of collecting raw information or data. Be aware that what you think you are going to find out, and what you actually do find out, can often be very different, so be prepared to alter your research aims/question accordingly.

8. Analysis/data processing

Whatever your research topic, you will need to analyse and process the information you have collected in order to make sense of it. This might involve statistical analysis, generating graphs, charts or tables, organising information into categories, or critical appraisal of texts or events. As well as finding out something, you need to understand what it means within your academic field.

9. Writing up

This is the process of producing the written document – your dissertation or thesis – upon which your research project will be assessed. Allow enough time to improve and revise your work through a series of drafts, and to edit and proof-read the final document – including ensuring that any graphs/images referred to in the text are properly numbered and labelled, and that your referencing is error-free – before formatting and binding the finished document. Do not underestimate how long the writing up process will take.

10. Submission

All academic research projects are time constrained, so you will have a specific deadline for submitting your work. With longer research projects, you will also have intermediate deadlines (e.g. progress/upgrade boards). Consequently, you will need to time-manage each stage of your work to ensure that you complete the overall project on time.

Project managing your research

Any complex project involving multiple activities and deadlines requires some form of management. Using simple project management techniques will allow you to keep control of your research project – to schedule your work more effectively, to identify how much time you have to spend on each stage, to create intermediate milestones that will tell you if you’re on schedule or not (and allow you to respond accordingly) and give you a clear overview of your progress.

One simple but highly effective technique is to produce a Gantt chart. This provides you with a clear visual plan of your research project, based on scheduling the different stages involved against a time base. The example below (Figure 1) is based on the ten basic research project stages, scheduled against two (hypothetical) formal deadlines – submission of the proposal in week 10 and submission of the finished dissertation in week 24:  

Figure 1: Simple research project Gantt chart    

This example is typical of an undergraduate or taught Masters’ dissertation. Longer research projects (PhD, Masters by research, etc.) will generally have more activities spread over a longer timeframe (See below, Figure 2, for an example of a project plan for a humanities PhD).  

Figure 2: Humanities PhD example Gantt chart

In project management, the scheduling of individual activities is always worked backwards from the deadline. Thus, the amount of time that you have to complete each task is a function of the overall project schedule. As shown above, some tasks have to be carried out consecutively (i.e., you can’t start the next task until you’ve completed the previous one), but other tasks can be carried out at the same time, or started before the previous task has been completed, (e.g. you might be able to start analysing your data whilst you’re still collecting it). What you also need to bear in mind with undergraduate dissertations is that your research project constitutes only one part (25%) of your academic activities, and that you’ll be working on other assignments, reading, exam revision, etc, at the same time. As such, it is important that you make full use of the available time period and balance your priorities accordingly.

Tip: With longer-term projects such as these, it can be difficult to stay focused and motivated. Try to dedicate some time to your project every day/week (depending on your other academic commitments) and break your tasks down into smaller chunks so that they are more manageable. The Pomodoro technique can also be helpful for generating small bursts of concentration. If you are struggling, maybe read an article on your topic to remind yourself of your interest in the area, or talk to fellow students or your supervisor(s).    

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What is UX Research: The Ultimate Guide for UX Researchers

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How to create a UX research plan (examples, tactics, and templates)

Conducting UX research without a plan is like moving to another country without knowing the language—confusing and exhausting.

To avoid wasting time and resources, it’s crucial to set achievable research goals and work on developing a research plan that’s clear, comprehensive, and aligned with your overarching business goals and research strategy.

A good UX research plan sets out the parameters for your research, and guides how you’ll gather insights to inform product development. In this chapter, we share a step-by-step guide to creating a research plan, including templates and tactics for you to try. You’ll also find expert tips from Paige Bennett, Senior User Research Manager at Affirm, and Sinéad Davis Cochrane, Research Manager at Workday.

What is a UX research plan?

A UX research plan—not to be confused with a UX research strategy —is a plan to guide individual user experience (UX) research projects.

It's a living document that includes a detailed explanation of tactics, methods, timeline, scope, and task owners. It should be co-created and shared with key stakeholders, so everyone is familiar with the project plan, and product teams can meet strategic goals.

While the UX research plan should be based on strategy, it’s not the same thing. A strategy is a high-level document that contains goals, budget, vision, and expectations. Meanwhile, a plan is a detailed document explaining how the team will achieve those strategic goals. In short, a strategy is a guide, but a plan is what drives action.

What are the benefits of using a UX research plan?

Conducting research without goals and parameters is aimless. A UX research plan is beneficial for your product, user, and business—by building a plan for conducting UX research, you can:

Streamline processes and add structure

Work toward specific, measurable goals, align and engage stakeholders, save time by avoiding rework.

The structure of a research plan allows you to set timelines, expectations, and task owners, so everyone on your team is aligned and empowered to make decisions. Since there’s no second guessing what to do next or which methods to use, you’ll find your process becomes simpler and more efficient. It’s also worth standardizing your process to turn your plan into a template that you can reuse for future projects.

When you set research goals based on strategy, you’ll find it easier to track your team’s progress and keep the project in scope, on time, and on budget. With a solid, strategy-based UX research plan you can also track metrics at different stages of the project and adjust future tactics to get better research findings.

“It’s important to make sure your stakeholders are on the same page with regards to scope, timeline, and goals before you start," explains Paige Bennett, Senior User Research Manager at Affirm. That's because, when stakeholders are aligned, they're much more likely to sign off on product changes that result from UX research.

A written plan is a collaborative way to involve stakeholders in your research and turn them into active participants rather than passive observers. As they get involved, they'll make useful contributions and get a better understanding of your goals.

A UX research plan helps you save time and money quite simply because it’s easier and less expensive to make design or prototype changes than it is to fix usability issues once the product is coded or fully launched. Additionally, having a plan gives your team direction, which means they won’t be conducting research and talking to users without motive, and you’ll be making better use of your resources. What’s more, when everyone is aligned on goals, they’re empowered to make informed decisions instead of waiting for their managers’ approval.

What should a UX research plan include?

In French cuisine, the concept of mise en place—putting in place—allows chefs to plan and set up their workspace with all the required ingredients before cooking. Think of your research plan like this—laying out the key steps you need to go through during research, to help you run a successful and more efficient study.

Here’s what you should include in a UX research plan:

• A brief reminder of the strategy and goals
• An outline of the research objectives
• The purpose of the plan and studies
• A short description of the target audience, sample size, scope, and demographics
• A detailed list of expectations including deliverables, timings, and type of results
• An overview of the test methods and a short explanation of why you chose them
• The test set up or guidelines to outline everything that needs to happen before the study: scenarios, screening questions, and duration of pilot tests
• Your test scripts, questions to ask, or samples to follow
• When and how you’ll present the results
• Cost estimations or requests to go over budget

Collect all UX research findings in one place

Use Maze to run quantitative and qualitative research, influence product design, and shape user-centered products.

How to create a UX research plan

Now we’ve talked through why you need a research plan, let’s get into the how. Here’s a short step-by-step guide on how to write a research plan that will drive results.

• Define the problem statement
• Get stakeholders’ buy-in
• Identify your objectives
• Choose the right research method
• Recruit participants
• Prepare the brief
• Establish the timeline
• Decide how you’ll present your findings

1. Define the problem statement

One of the most important purposes of a research plan is to identify what you’re trying to achieve with the research, and clarify the problem statement. For Paige Bennett , Senior User Research Manager at Affirm, this process begins by sitting together with stakeholders and looking at the problem space.

“We do an exercise called FOG, which stands for ‘Fact, Observation, Guess’, to identify large gaps in knowledge,” says Paige. “Evaluating what you know illuminates questions you still have, which then serves as the foundation of the UX research project.”

You can use different techniques to identify the problem statement, such as stakeholder interviews, team sessions, or analysis of customer feedback. The problem statement should explain what the project is about—helping to define the research scope with clear deliverables and objectives.

2. Identify your objectives

Research objectives need to align with the UX strategy and broader business goals, but you also need to define specific targets to achieve within the research itself—whether that’s understanding a specific problem, or measuring usability metrics . So, before you get into a room with your users and customers, “Think about the research objectives: what you’re doing, why you’re doing it, and what you expect from the UX research process ,” explains Sinéad Davis Cochrane , Research Manager at Workday.

Examples of research objectives might be:

• Learn at what times users interact with your product
• Understand why users return (or not) to your website/app
• Discover what competitor products your users are using
• Uncover any pain points or challenges users find when navigating with your product
• Gauge user interest in and prioritize potential new features

A valuable purpose of setting objectives is ensuring your project doesn't suffer from scope creep. This can happen when stakeholders see your research as an opportunity to ask any question. As a researcher , Sinéad believes your objectives can guide the type of research questions you ask and give your research more focus. Otherwise, anything and everything becomes a research question—which will confuse your findings and be overwhelming to manage.

Sinéad shares a list of questions you should ask yourself and the research team to help set objectives:

• What are you going to do with this information?
• What decisions is it going to inform?
• How are you going to leverage these insights?

Another useful exercise to help identify research objectives is by asking questions that help you get to the core of a problem. Ask these types of questions before starting the planning process:

• Who are the users you’re designing this for?
• What problems and needs do they have?
• What are the pain points of using the product?
• Why are they not using a product like yours?

3. Get stakeholders buy-in

It’s good practice to involve stakeholders at early stages of plan creation to get everyone on board. Sharing your UX research plan with relevant stakeholders means you can gather context, adjust based on comments, and gauge what’s truly important to them. When you present the research plan to key stakeholders, remember to align on the scope of research, and how and when you’ll get back to them with results.

Stakeholders usually have a unique vision of the product, and it’s crucial that you’re able to capture it early on—this doesn’t mean saying yes to everything, but listening to their ideas and having a conversation. Seeing the UX research plan as a living document makes it much easier to edit based on team comments. Plus, the more you listen to other ideas, the easier it will be to evangelize research and get stakeholders to see the value behind it.

I expect my stakeholders to be participants, and I outline how I expect that to happen. That includes observing interviews, participating in synthesis exercises, or co-presenting research recommendations.

Paige Bennett , Senior User Research Manager at Affirm

4. Choose the right research method

Choose between the different UX research methods to capture different insights from users.

To define the research methods you’ll use, circle back to your research objectives, what stage of the product development process you’re in, and the constraints, resources, and timeline of the project. It’s good research practice to use a mix of different methods to get a more complete perspective of users’ struggles.

For example, if you’re at the start of the design process, a generative research method such as user interviews or field studies will help you generate new insights about the target audience. Or, if you need to evaluate how a new design performs with users, you can run usability tests to get actionable feedback.

It’s also good practice to mix methods that drive quantitative and qualitative results so you can understand context, and catch the user sentiment behind a metric. For instance, if during a remote usability test, you hear a user go ‘Ugh! Where’s the sign up button?’ you’ll get a broader perspective than if you were just reviewing the number of clicks on the same test task.

Examples of UX research methods to consider include:

• Five-second testing
• User interviews
• Field studies
• Card sorting
• Tree testing
• Focus groups
• Usability testing
• Diary studies
• Live website testing

Check out our top UX research templates . Use them as a shortcut to get started on your research.

5. Determine how to recruit participants

Every research plan should include information about the participants you need for your study, and how you’ll recruit them. To identify your perfect candidate, revisit your goals and the questions that need answering, then build a target user persona including key demographics and use cases. Consider the resources you have available already, by asking yourself:

• Do you have a user base you can tap into to collect data?
• Do you need to hire external participants?
• What’s your budget to recruit users?
• How many users do you need to interact with?

When selecting participants, make sure they represent all your target personas. If different types of people will be using a certain product, you need to make sure that the people you research represent these personas. This means not just being inclusive in your recruitment, but considering secondary personas—the people who may not be your target user base, but interact with your product incidentally.

You should also consider recruiting research participants to test the product on different devices. Paige explains: “If prior research has shown that behavior differs greatly between those who use a product on their phone versus their tablet, I need to better understand those differences—so I’m going to make sure my participants include people who have used a product on both devices.”

During this step, make sure to include information about the required number of participants, how you’ll get them to participate, and how much time you need per user. The main ways to recruit testers are:

• Using an online participant recruitment tool like Maze’s panel
• Putting out physical or digital adverts in spaces that are relevant to your product and user
• Reaching out to existing users
• Using participants from previous research
• Recruiting directly from your website or app with a tool like In-Product Prompts

5.1. Determine how you’ll pay them

You should always reward your test participants for their time and insights. Not only because it’s the right thing to do, but also because if they have an incentive they’re more likely to give you complete and insightful answers. If you’re hosting the studies in person, you’ll also need to cover your participants' travel expenses and secure a research space. Running remote moderated or unmoderated research is often considered to be less expensive and faster to complete.

If you’re testing an international audience, remember to check your proposed payment system works worldwide—this might be an Amazon gift card or prepaid Visa cards.

6. Prepare the brief

The next component of a research plan is to create a brief or guide for your research sessions. The kind of brief you need will vary depending on your research method, but for moderated methods like user interviews, field studies, or focus groups, you’ll need a detailed guide and script. The brief is there to remind you which questions to ask and keep the sessions on track.

Your script should cover:

• Introduction: A short message you’ll say to participants before the session begins. This works as a starting point for conversations and helps set the tone for the meeting. If you’re testing without a moderator, you should also include an introductory message to explain what the research is about and the type of answers they should give (in terms of length and specificity).
• Interview questions: Include your list of questions you’ll ask participants during the sessions. These could be examples to help guide the interviews, specific pre-planned questions, or test tasks you’ll ask participants to perform during unmoderated sessions.
• Outro message: Outline what you'll say at the end of the session, including the next steps, asking participants if they are open to future research, and thanking them for their time. This can be a form you share at the end of asynchronous sessions.

It’s crucial you remember to ask participants for their consent. You should do this at the beginning of the test by asking if they’re okay with you recording the session. Use this space to lay out any compensation agreements as well. Then, ask again at the end of the session if they agree with you keeping the results and using the data for research purposes. If possible, explain exactly what you’ll do with their data. Double check and get your legal team’s sign-off on these forms.

7. Establish the timeline

Next in your plan, estimate how long the research project will take and when you should expect to review the findings. Even if not exact, determining an approximate timeline (e.g., two-three weeks) will enable you to manage stakeholders’ expectations of the process and results.

Many people believe UX research is a lengthy process, so they skip it. When you set up a timeline and get stakeholders aligned with it, you can debunk assumptions and put stakeholders’ minds at ease. Plus, if you’re using a product discovery tool like Maze, you can get answers to your tests within days.

8. Decide how you’ll present your findings

When it comes to sharing your findings with your team, presentation matters. You need to make a clear presentation and demonstrate how user insights will influence design and development. If you’ve conducted UX research in the past, share data that proves how implementing user insights has improved product adoption.

Examples of ways you can present your results include:

• A physical or digital PDF report with key statistics and takeaways
• An interactive online report of the individual research questions and their results
• A presentation explaining the results and your findings
• A digital whiteboard, like Miro, to display the results

In your plan, mention how you’ll share insights with the product team. For example, if you’re using Maze, you can start by emailing everyone the ready-to-share report and setting up a meeting with the team to identify how to bring those insights to life. This is key, because your research should be the guiding light for new products or updates, if you want to keep development user-centric. Taking care over how you present your findings will impact whether they’re taken seriously and implemented by other stakeholders.

Templates for UX research

Whether you’re creating the plan yourself or are delegating this responsibility to your team, here are six research templates to get started:

• UX research plan template : This editable Miro research project plan example helps you brainstorm user and business-facing problems, objectives, and questions
• UX research brief : You need a clear brief before you conduct UX research—Milanote shares a template that will help you simplify the writing process
• User testing synthesis : Trello put together a sample board to organize user testing notes—you can use this as a guide, but change the titles to fit your UX research purposes
• Usability testing templates : At Maze, we’ve created multiple templates for conducting specific UX research methods—this list will help you create different remote usability tests
• Information architecture (IA) tests template : The way you organize the information in your website or app can improve or damage the user experience—use this template to run IA tests easily
• Feedback survey templates : Ask users anything through a survey, and use these templates to get creative and simplify creation

Everything you need to know about UX research plans

We all know that a robust plan is essential for conducting successful UX research. But, in case you want a quick refresher on what we’ve covered:

• Using a UX research strategy as a starting point will make your plan more likely to succeed
• Determine your research objectives before anything else
• Use a mix of qualitative and quantitative research methods
• Come up with clear personas so you can recruit and test a group of individuals that’s representative of your real end users
• Involve stakeholders from the beginning to get buy-in
• Be vocal about timelines, budget, and expected research findings
• Use the insights to power your product decisions and wow your users; building the solution they genuinely want and need

UX research can happen at any stage of the development lifecycle. When you build products with and for users, you need to include them continuously at various stages of the process.

It’s helpful to explore the need for continuous discovery in your UX research plan and look for a tool like Maze that simplifies the process for you. We’ll cover more about the different research methods and UX research tools in the upcoming chapters—ready to go?

Elevate your UX research workflow

Discover how Maze can streamline and operationalize your research plans to drive real product innovation while saving on costs.

Frequently asked questions

What’s the difference between a UX research plan and a UX research strategy?

The difference between a UX research plan and a UX research strategy is that they cover different levels of scope and detail. A UX research plan is a document that guides individual user experience (UX) research projects. UX research plans are shared documents that everyone on the product team can and should be familiar with. The UX research strategy, on the other hand, outlines the high-level goals, expectations, and demographics of the discovery.

What should you include in a user research plan?

Here’s what to include in a user research plan:

• Problem statement
• Research objectives
• Research methods
• Participants' demographics
• Recruitment plan
• User research brief
• Expected timeline
• How to present findings

How do you write a research plan for UX design?

Creating a research plan for user experience (UX) requires a clear problem statement and objectives, choosing the right research method, recruiting participants and briefing them, and establishing a timeline for your project. You'll also need to plan how you'll analyze and present your findings.

Generative Research: Definition, Methods, and Examples

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Guiding you through how to plan your research project, this Little Quick Fix covers everything from how to get started and the stages of research, to avoiding procrastination and staying on track. Like other books in the Little Quick Fix  series, this book provides a stand-in for the busy or unavailable supervisor when students are really stuck.

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• Visual, design-led learning
• Clear, structured, useful pedagogy, with space for notes and workings out
• A gradual, step-by-step approach for students who are less prepared or out of practice
• Effective self-directed learning with DIY progress tracking

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Research Funding Principles and Priorities

Research funding principles.

• We prioritize research that advances the Society’s strategic plan, with a focus on stopping the disease in its tracks, restoring what has been lost, and ending MS forever through a cure for all forms of MS.
• We maintain a diverse research portfolio that includes short- and long-term investments, balances risks and rewards, and funds research globally.
• We balance investments in research initiated by individual investigators with investments in Society-directed research, all focused on bridging knowledge gaps, seizing opportunities and addressing research priorities.
• We promote synergies between researchers in diverse disciplines, and develop strategic partnerships to accelerate progress.
• We invest in all types of research including: laboratory models, human studies, population-based approaches, and data-intensive investigations that leverage both researcher and patient reported outcomes.
• We support the full spectrum of basic, translational, and clinical research. We also strive to break down barriers to commercial development to ensure that new treatments and wellness approaches are available as quickly as possible.
• We use independent experts to ensure that each research proposal receives a fair, competent and objective assessment of its scientific merit, relevance to MS, relevance to the MS community, and alignment with the Society’s research priorities.
• We attract and support new investigators to foster a robust future workforce focused on finding solutions for MS.
• We expect Society-funded researchers to adhere to rigorous experimental methods and reporting practices.
• We believe that sharing data and resources enhances research and speeds scientific discovery. Data and resources developed through Society-sponsored research will be made available to other researchers after publication in an expeditious manner.

Research Priorities: Pathways to Multiple Sclerosis Cures

• Biomarkers/Screening tools that identify MS in its earliest stages with enough confidence to initiate interventions
• Biological processes driving early MS compared to later stages of disease
• Understanding the heterogeneity of pre-symptom phases of MS in diverse populations
• Biomarkers of prognosis and therapeutic response in individuals
• Pathways driving non-lesional pathology/neurodegeneration involved in progressive stages of disease
• New molecular targets and therapeutic approaches for neuroprotection
• Interventions that target the earliest disease-causing pathways
• Understanding the roles of aging, sex, ethnicity, race, and genetics in MS pathology and response to therapies
• Physiological mechanisms, molecular targets and therapeutic approaches to promote myelin and neural repair
• Clear understanding of the functional heterogeneity of cells involved in repair
• Better physiologic, fluid biomarkers, imaging, and functional measures for earlier readouts of remyelination, reversal of tissue damage, and functional recovery
• Understanding of the roles of aging, sex, ethnicity, race, and genetics in tissue restoration
• Better animal models to study repair
• Understanding how rehabilitation and exercise impact the central nervous system and the extent that they can facilitate CNS repair processes
• Sensitive, valid, and clinically meaningful measures of disability and tools that establish measurable relationships between physiologic findings and meaningful recovery of function
• Sufficiently powered intervention studies that incorporate endpoints focused on type and dose parameters, targeting (including, but not limited to) cognitive or motor rehabilitation, resilience, diet, exercise, electrical stimulation, pain, fatigue, depression, anxiety, and bladder impairment
• Outcome measures, biologic, behavioral or technology driven that can be used to individually tailor interventions
• Innovative approaches that translate research findings to clinical practice and daily disease management
• Identify all relevant risk factors for MS, windows of risk, and determine whether any risk factor is necessary and sufficient to cause disease
• Understanding the contributions of genetic/epigenetic factors and environmental interactions to MS risk
• Understanding the roles of sex, ethnicity, and race with MS risk
• Understanding the early pathological pathways/events that lead to the initiation of MS
• Screening tools that identify MS in its earliest stages with enough confidence to trigger intervention
• Discovery of biomarkers that detect early MS before symptoms appear
• Interventions that target the earliest disease-causing pathways and the ability to determine which treatment will work for which person

A Phocuswright Special Project

Traveler technology, travelers’ embrace of technology continues to evolve.

Contact us about becoming a sponsor: [email protected]

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By Phocuswright Research

Sponsor Pivotal Research to Elevate Your Industry Standing

Lead the way in understanding travelers' satisfactions and concerns with technologies used in planning, booking and experiencing travel..

In past years, Phocuswright fielded Traveler Technology surveys in the US and Europe, plus a global study in 2019, focused primarily on measuring the rise of mobile device usage for shopping and booking and the influence of social media on destination and purchase decisions.​​

Nowadays, mobile devices are ubiquitous and the influence of social media on travel decision making is well understood. But travelers’ relationship with technology continues to evolve, with the latest tech-driven services and hardware devices delighting, frustrating and even unsettling travelers young and old.​​

This updated Travel Technology study will measure U.S. online travelers’ usage and perceptions of cutting-edge technology including generative AI, virtual and augmented reality, the Internet of Things, digital identity and robotics . It will aim to understand travelers’ satisfactions and concerns with the increasingly common technology used in planning, booking and experiencing travel today.​

⬇️ Scroll to see Research Objectives, Key Questions to be Addressed and the benefits of sponsoring like getting the data.

Research Objectives

As new technologies develop and find mainstream applications, travel brands must understand their customers’ attitudes and perceptions about the tools. They must reflect on whether consumers are willing to use the tech and how their purchasing decisions are impacted by their attitudes towards technology. 

This study will help the industry:​

• Understand travelers’ awareness of, attitudes towards and motivations for using or avoiding certain technologies​
• Uncover pain points and key challenges with increasingly popular technologies​
• Understand which technologies are competitive differentiators​

Key Questions to be Addressed

The study will specifically answer:​

• Where do travelers stand in terms of overall tech savviness?​
• What are the barriers to technology usage for travelers?​
• What are problems travelers are encountering that could be fixed with technology?​
• What do travelers wish technology could do for them that it currently doesn’t do?​
• What technology-enabled products and services are table stakes vs. competitive differentiators?​
• What are travelers’ attitudes toward cutting edge technologies such as generative AI, virtual and augmented reality, the Internet of things, digital identity and robotics?​
• How much do travelers trust these technologies? Why or why not?​

Click here for full sponsor benefits . Or contact us at [email protected]

More than ever, travel businesses that don’t embrace emerging technologies are on a path toward obsolescence.

Sponsoring this special project will elevate your company's standing as a industry leaders in understanding and leveraging the newest tech and innovations..

Through user surveys and proprietary research methodologies, this research will measure U.S. online travelers’ usage and perceptions of cutting-edge technology including generative AI, virtual and augmented reality, the Internet of Things, digital identity and robotics .

Phocuswright will work with you to set the research agenda, giving you access to unpublished and customized data.

Email us at [email protected]

Learn more about Phocuswright Special Projects:

Sponsorship levels & deliverables » Add-on options » Project timeline »

Design Your Own Sponsorship Package

Let us create the sponsorship package that's right for your company.

Contact our team today: +1 860 350-4084 x501 Email us: [email protected]

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Clients have relied on Phocuswright's deep industry knowledge for over 25 years to power great decisions, help justify a pitch, build a strategic plan and elevate any presentation through trusted research and data. When companies and executives reference Phocuswright, they gain the trust of an industry keen on data, trends and analytics.

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Get to Know Your 2024 Kent State Geauga Student Commencement Speaker

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Wayne Nieh will be the 2024 commencement student speaker during the Kent State University Geauga and Twinsburg Academic Center Pinning and Commencement ceremonies on Friday, May 10. Wayne is not only the Valedictorian of his graduating class, but this inspiring scholar with a promising future has a dramatic backstory, a resolute sense of purpose, a remarkable set of achievements, and an over-arching attitude of humility.

Get to know Wayne, in his own words, in the Q&A below. Then come to the 2024 Kent State Geauga Commencement Ceremony at Parkside Church in Bainbridge to be inspired by his powerful message. The Nursing Pinning Ceremony will begin at 12:30 p.m. followed by Commencement at 2:30 p.m.

1.  When you were a child, what did you want to be when you grew up?

When I was a child, I wanted to become a teacher, a scientist, a scholar, and/or an opera actor from the influence of my late beloved grandfather, who was the best mentor and friend of my childhood. He disciplined me to be a reader, a thinker, and a doer. At a young age, he also taught me Peking Opera, and I have enjoyed performing opera on stage since the age of 4. I had many dreams as a young boy; however, I loved my opera tapes and collections of books more than other things.

2.  Where were you raised and when did you and your family immigrate to the U.S.? From what high school did you graduate?

I was raised in a beautiful northern Chinese village on a peninsula named Penglai. Our family owned cherry and apple farms as well as a vineyard. My hometown was very close to the Bohai Gulf, and all the fruit trees grew on the sand.

In December 2010, our family moved to the U.S., and we are very thankful for this country and all the opportunities including educational opportunities. I graduated from Solon High School, and I am truly thankful for my high school principals, guidance counselors, and many amazing teachers who supported and guided me through my high school journey, especially during the first year of my high school days when I could barely speak, read, and write in English.  

3.  Why did you choose to attend Kent State Geauga for your undergraduate studies?

During the COVID-19 pandemic, I read an article online about a Kent State University Geauga Campus BSN program and 2018 graduate Bailey Hill, who took the calling to spend four weeks at New York Presbyterian Hospital, an area in the COVID hot zone with a shortage of nurses.

I was moved, encouraged, and inspired by her story. In addition, I truly love the smaller nursing cohort learning environment—students know each other well, and we are like family members.

Moreover, I am very thankful for our BSN program coordinator, Melissa Owen, who loves and cares about all nursing scholars, and I have learned much from her lectures and through her character and leadership. I still remember our very first meeting online when my internet was very slow, and she was very patient in waiting for me. After the meeting, I knew this would be the best learning environment for me to pursue my nursing education and training.

4.  Why did you choose to pursue a Bachelor of Science in Nursing (BSN) degree, what is your plan after graduation, and what is your ultimate career goal?

I chose to pursue nursing from the inspiration of my parents, who took good care of my grandfather after he suffered from three strokes, and they also taught me to be a compassionate and kind person, to serve others who were in need during my elementary school days.

When I turned 21, my mother went through cancer surgery, chemotherapy, and radiation therapy. My father took such good care of my mother, and I eye-witnessed many nurses who encouraged my mother and made a positive impact during her cancer treatment. I know that’s the desire of my life: to follow in the footsteps of my grandfather, my parents, and the inspiring nurses, serving the community with charity, compassion, and knowledge.

My ultimate career goal is to finish my doctoral degree in nursing and eagerly translate nursing research evidence into nursing clinical practice for better care outcomes.

5.  Please describe how your 2021 and 2022 SURE (Summer Undergraduate Research Experience) research projects and presentations have informed your current work in the nursing field, and how Vitamin K therapy and the Family Willingness for Caregiving Scale (FWCS) may impact the course of your future endeavors in improving healthcare outcomes for patients.  The 2021 SURE research project entitled “The Healing Potential of Vitamin K, The Forgotten Vitamin” under the supervision of my mentor, Dr. Popescu, opened the door to my path of research at Kent State University. The first SURE research project broadened my understanding of the importance, necessity, and power of research as a nursing student. Through this research project, I worked closely with the director of the Office of Student Research, Ms. Ann Gosky, who has been a blessing to me as a nursing student and student researcher at Kent State University.

After the first SURE research project, I knew I had the desire to broaden my understanding of nursing research. As a regional campus nursing student, I did not know any nursing research faculty from the Kent campus. During the 2021 winter break, Ms. Gosky helped me get connected with Dr. Amy Petrinec for my second SURE nursing research project.

Then I worked under the mentorships of Dr. Amy Petrinec and Dr. Cindy Wilk, testing a new instrument, Family Willingness for Caregiving Scale (FWCS), designed by Dr. Wilk during her PhD study. It measures the willingness of family members to become caregivers to a loved one receiving mechanical ventilation while in an adult intensive care unit (ICU).

I was humbled by this research study in the Summer of 2022, and Dr. Wilk taught me the art and techniques of therapeutic communications when recruiting eligible family members of ICU patients at Summa Health in Akron. This SURE experience surely exposed me to the power of nursing research in healthcare and trained my critical thinking and communication skills in a clinical setting, which helped significantly later in my nursing journey at Kent State University.

Dr. Petrinec and Dr. Wilk are diligent nursing professors, profound nursing scientists, and amazing thinkers and writers. Working under their mentorship taught me the lesson of humility because I can always learn new things from them, such as creative ways of thinking, better writing styles, and effective communication skills.

After my second SURE nursing research study, I was motivated, encouraged, and challenged by Dr. Petrinec and Dr. Wilk to propose my senior honors thesis study entitled “Family Presence During Resuscitation: A Descriptive Study of Perceptions of Nursing Students” in Fall 2022.

I am truly thankful for the support of the Honors College, McNair Scholars Program, and the Office of Student Research for this thesis study. Dr. Petrinec guided me through grant application, IRB application, Qualtrics design for instrumental surveys, and student recruitment as a BSN student. As time is approaching to my graduation, I truly want to express my sincere thankfulness to Ms. Gosky. Without her support, I wouldn’t be able to recruit any accelerated BSN scholars in Summer 2023, my mentor, Dr. Petrinec, the thesis committee (Dean Smith of Honors College, Dr. Wilk, Dr. Popescu, and Ms. Larubina), and Dr. Kutchin, who showed me how to recruit students for the thesis study with enthusiasm and passion.

Now, reflecting on my research journey at Kent State University, I have seen my mentor’s diligence and passion for nursing research, and her love and care for students, and I also learned the wisdom from Dr. Petrinec that nursing education is not merely the learning of facts, but the training of the mind to think, to be creative in problem-solving, and to lead with compassion.

Over the years at Kent State University, I participated in the 2021 SURE 3-minute thesis, and the 2022 Undergraduate Research Symposium, and presented my first SURE research work at the 2022 Summer Undergraduate Research Symposium at West Virginia University. I presented my second SURE study at the 2022 SURE 3-minute thesis and won second place; at the 2023 Undergraduate Research Symposium and won first place in the nursing category; at the 2023 Innovation Day for the Northeastern Ohio Public University Research Association (NEOPURA),  at the 2023 KSU Honors Research Symposium and won the poster award, and at the SAEOPP McNair/SSS Research Conference in Atlanta, Georgia.

Lastly, I presented my honors thesis study at the 47th Biennial Convention in San Antonio, Texas; at the 2024 Midwest Nursing Research Annual Research Conference in Minneapolis; defended my thesis study on April 2, 2024; presented the thesis study at Sigma Collaboration with Case Western, Ursuline College, Kent State University, and University of Akron; at the 2024 Undergraduate Symposium at KSU and won the first place in the nursing category; at the 132nd Ohio Academic of Science Annual Meeting; and presented again at the KSU Honors Research Symposium on April 26, 2024.

No words can fully express my gratitude to Kent State University, my research mentors, and the supportive nursing faculty members from Kent and Geauga campuses. The opportunities I have had through KSU pave the way for me as a senior BSN student, to recognize the importance of research in clinical settings and provide tools to pursue and implement evidence from nursing research in clinical practice in the future for the advancement of the nursing profession, patient safety, and overall quality of care. 6.  You have overcome many obstacles along your academic journey. Please describe what motivated you to work so hard and excel at many levels—and soon you will address your entire graduating class as their commencement speaker.

As an immigrant, my family has worked hard to overcome financial, cultural, and language challenges, and I have been studying very hard to overcome academic challenges.

However, I am thankful for the obstacles and challenges, for they have strengthened my character which shaped me to be the person I am today. When I was young, my late grandfather often taught me his wisdom in life (he underwent WWII and fought in the Chinese Civil War in the 1940s and lost one leg on the battlefield) that suffering produces endurance, endurance produces character, and character produces hope.

He also often taught me that the intelligent heart acquires knowledge, and the ear of the wise seeks knowledge. I strongly believe the wisdom and lessons that I learned from my late grandfather, and the exemplary life that he lived, motivated me to be the overcomer to face and work through the obstacles and challenges in my life with hope and strength.

7.  Your grandfather also shared with you: “Diligence is the path to the mountain of knowledge; hard work is the boat to the endless sea of learning.” Please explain how this saying has encouraged you and how other people can be inspired by these words.

My late grandfather was a wise man, and many people including myself gained the benefits and wisdom from him through conversations. When he taught me this statement, I was too young to understand the depth of his wisdom. However, as I got older, I could grasp his wisdom that humility is essential in academia, especially in the nursing profession.

Nursing is a profession that requires both science and compassion, with nursing knowledge similar to the vast ocean. Thus, nursing requires students to be diligent in learning the mountain of knowledge, and it also requires us to be adaptive since evidence-based practices change over time through nursing research for the good. Over the years, I appreciate my grandfather’s words more and more that hard work is truly the boat to the endless sea of learning, and opportunities are usually disguised as hard work.

Through my nursing journey at Kent State University, I have learned that humility is needed in nursing, compassion is required to serve others, and hard work is the mark of a true scholar.

My research mentors are diligent nursing scientists who work hard in the profession, which reminds me of the words of the mother of our profession, Florence Nightingale, “Let us never consider ourselves finished nurses. We must be learning all of our lives.”

8.  As President of the Geauga Student Nurse Association, President of the Geauga Gardener Club, Student Ambassador of the Office of Student Research, Student Leadership Intern of Delta Xi Chapter of the Sigma Theta Tau International Honor Society of Nursing, and Geauga Advisory Board Committee Member, please explain the importance of being involved in extracurricular organizations and activities… and how did you find the time considering your demanding academic schedule? When I was young, my grandfather taught me the essence of servant leadership, which focuses primarily on the growth and well-being of the people and the communities to which they belong. In addition, he taught me to love and serve others and not be rewarded and remembered.

I believe it is very humbling for me to serve others through my involvements in extracurricular organizations and activities, as I can always learn new things from advisors and other peers. Through the mentorship of Dr. Petrinec and Ms. Melissa Owen, I have learned that all nurses are leaders, and we need to be proactive advocates for our patients and our profession. Serving in various student organizations and activities has humbled me to communicate effectively and to serve others with flexibility, empathy, stewardship, and active listening skills which are required in my future nursing career.

Being a farmer disciplined me to think and plan for different seasons, to be responsible for feeding the animals on time, and to be more flexible with multitasking skills. My friends called me the “master of time management.”

I think my farmer background and nursing education at KSUG have trained me to set goals correctly, prioritize activities wisely, plan things ahead, and keep all things organized, which helped me manage all things well on top of the demanding academic and work schedule. I am not and will never be perfect in time management, and I am eager to constantly learn and improve myself in this area.

9.  Please select three life lessons you have learned during your time at Kent State Geauga that will continue to serve you/help others in the future.

   1.  Active listening is powerful and silence is needed at times.     2.  Clear communication can build trust in relationships.     3.  Always ask questions in times of uncertainty and never make assumptions.  

10.  What is the essential message of your upcoming 2024 Commencement speech?

“We need each other, humility, and hope in the nursing profession.”

Spring 2023 -  Delta Xi Chapter of Sigma International Honor Society of Nursing Induction with former Student Leadership Interns from Geauga Campus and two nursing faculty from Geauga Campus, Professor Kerry Myers and Professor Amy LePard.

2024 Midwest Nursing Research Annual Research Conference in Minneapolis with Dr. Petrinec (mentor), Dr. Hasen, Dr. Wang, and Dr. Reed.

Spring 2024 - Senior Honors Thesis Defense Committee  Dr. Petrinec (mentor), Dean Smith (Honors College), Dr. Wilk (KSU CON), Dr. Popescu (KSU Geauga), and Professor Larubina (KSU Geauga).

Spring 2024 - Senior Honors Thesis Defense with KSU Geauga Faculty Members: Dr. Popescu, Professor LePard, Professor Larubina, and Professor Melissa Owen.

Spring 2024 - Senior Honors Thesis Defense with my wonderful mentor, Dr. Petrinec.  

Spring 2024 -  Senior Honors Thesis Defense with director of the Office of Student Research, Ms. Ann Gosky.

  Spring 2024 - Senior Honors Luncheon with Honors Thesis Advisor, Ms. Marsha Kraus.   

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Dear Colleague Letter: Planning Grants to Broaden Participation in the Emerging Frontiers in Research and Innovation Program

December 15, 2023

Dear Colleagues:

The National Science Foundation’s (NSF) Directorate for Engineering (ENG) continually seeks to advance engineering and scientific progress in research and innovation while broadening participation and inclusion of the full spectrum of diverse talents in engineering and science fields. This Dear Colleague Letter (DCL) seeks to inform the community about an opportunity to pursue both goals through Planning Grants for the development of Emerging Frontiers in Research and Innovation (EFRI) proposals. These Planning Grants will support costs associated with the development EFRI research projects and the formation of teams that are responsive to the current EFRI solicitation and that significantly address the goal of broadening the participation and inclusion of researchers and institutions supported by the EFRI program. Funding opportunities are available in FY 2024 to provide support to teams that plan to submit an EFRI proposal to the FY 2025 cycle of the current EFRI solicitation described on the EFRI website .

The National Science Foundation’s strategic goals include expanding knowledge in science and engineering and building capacity for a diverse and inclusive science and engineering workforce. The primary goal of this DCL is to broaden the diversity of institutions, faculty, and trainees participating in the EFRI program by enabling the engineering and science community to develop potentially transformative ideas that challenge current understanding or provides pathways to new frontiers in science and engineering, recruit the personnel needed to form topic-responsive teams, and build capacity and preparedness prior to submitting to the EFRI solicitation. As described in the 2020 National Science Board’s (NSB) Vision 2030 report, “progress in creating a diverse and inclusive [Science and Engineering] S&E enterprise has not kept pace with demographic trends or with the increasing centrality of S&E to our economy, national security, and jobs of the future. America’s diversity is a great strength. Leveraging that strength by broadening participation in the U.S. S&E enterprise will be crucial to fostering individual opportunity and a thriving economy.” Importantly, progress in engineering and science is accelerated when research teams are comprised of diverse individuals who are equitably integrated into the team environment. 1 The array of perspectives and talent that comes from a diverse team and leadership can heighten the likelihood of transformative research and outcomes. 2

The EFRI program is working in conjunction with the NSF Directorate for Engineering’s Broadening Participation in Engineering (BPE) program solicitation ( NSF 22-514 ) to coordinate EFRI Planning grants. The BPE program seeks to strengthen the future U.S. Engineering workforce and catalyze research innovation by enabling the participation of all citizens in STEM, thus reflecting the diversity and true intellectual capacity of the Nation's population. In line with the goals of Track 1 of the BPE program solicitation, the EFRI program will offer planning grants that aim to catalyze the inclusion of the full spectrum of diverse talents in engineering.

The EFRI program seeks proposals with potentially transformative ideas that represent an opportunity for a significant shift in fundamental engineering knowledge with a strong potential for long term impact on national needs or a grand challenge. Thus, research teams that draw on and fully integrate engineering and science research talent, ideas, and perspectives from non-research-intensive institutions, Minority Serving Institutions (MSIs), Primarily Undergraduate Institutions (PUIs), as well as institutions in EPSCoR states have the capability to undertake research that significantly addresses the societal needs and grand challenges presented in the EFRI solicitation. Through this DCL, the EFRI program offers planning grants that support the engineering and science community to form and enhance multi- and interdisciplinary research collaborations that are responsive to the goal of supporting the full spectrum of diverse talents in engineering and science expressed in this DCL.

Description of the Opportunity

Planning grants funded through this DCL are expected to cultivate potential EFRI research teams that actively address broadening participation and inclusion goals expressed in this DCL and to develop a competitive EFRI proposal for the FY 2025 cycle of the current EFRI solicitation. As a result of planning grant activities, potential EFRI teams should be better equipped to carry out potentially transformative research that addresses the Biocomputing through EnGINeering Organoid Intelligence (BEGIN OI) EFRI topic. Proposers supported through this mechanism may use the funding to organize activities that help stimulate the formation of EFRI teams (in terms of PI, Co-PI, Senior Personnel, and organization type) and crystalize the ideas and research plans to be presented in a potential EFRI proposal.

Examples of planning grant activities can include, but are not limited to:

• Lead PIs from MSIs, PUIs, and institutions in EPSCoR states,
• Lead PIs from underrepresented in the field of engineering,
• Co-PIs and senior personnel from MSIs, PUIs, and institutions in EPSCoR states
• Development of research goals
• Leadership and management of mid-size projects
• Development of a research plan that is responsive to the EFRI BEGIN OI solicitation
• Geographical distance: The physical distance between researchers at collaborating institutions
• Cognitive distance: The degree of overlapping specialized knowledge between members of an inter- or multidisciplinary team
• Social distance: The “trust and friendship” (at the micro-level) among members of the team
• Organizational distance: The methods or networks used to exchange information, knowledge, and make decisions; The level of autonomy afforded to each member of the team
• Institutional distance: The level of shared values, norms, and language present among collaborating team members and institutions
• Assessment of planning grant goals

Given the complexity of an EFRI proposal, NSF recognizes that many teams will identify important research priorities but may not have the full complement of skills needed to effectively address the challenge. The planning grant can be used to support team formation activities that create opportunities for the development of partnerships between researchers and institutions that are bi-directional and mutually beneficial, thus engaging a wide array of perspectives and scientific talent to address the national needs and grand challenges presented in the EFRI solicitation. The National Institutes of Health Collaboration Team Science Field Guide can provide a starting point for team formation activities.

Award size and Duration

The budget for a planning proposal may be up to $100,000. The proposal may request funding for up to 12 months.

Preparation and Submission Information

To be considered for an EFRI Planning Grant, planning proposals must be submitted by 5:00pm, submitter’s local time, on February 23, 2024.

PIs must contact Alias Smith at [email protected] prior to submission of a planning proposal to aid in determining the appropriateness of the work for consideration under this opportunity.

This activity is being conducted under the auspices of the Broadening Participation in Engineering (BPE) solicitation ( NSF 22-514 ), Track 1. Planning grant proposals should be prepared in accordance with the guidance in Chapter II.E.1 of the NSF Proposal & Award Policies & Procedures Guide (PAPPG) and as described in the BPE solicitation. Planning proposals must be submitted to the BPE program solicitation ( NSF 22-514 ) via Research.gov and the “Planning” type of proposal should be selected. The system will automatically insert the prepended title “Planning” and that should be followed by “Track 1 EFRI DCL”. Please note that although the BPE solicitation accepts Track 1 proposals at anytime, planning proposals submitted in response to this DCL must be submitted by 5:00pm, submitter’s local time on February 23, 2024. When selecting the due date in Research.gov, proposers should select the target date available in the system.

Submission or receipt of a planning grant is not a requirement for participating in forthcoming EFRI competitions. Planning grant proposals do not constitute any commitment on behalf of the PI/co-PI(s) or their organizations to submit a future proposal. Award of a planning grant does not constitute any commitment on behalf of NSF to fund an EFRI proposal subsequently submitted by the Planning Grant team. Prospective PIs are encouraged to read this DCL and the PAPPG carefully for planning proposal preparation and submission requirements and to review the current EFRI solicitation for EFRI program priorities.

EFRI planning proposals may be reviewed internally by NSF staff, reviewed in a panel, by ad hoc reviewers, or any combination of these methods.

For further information, please contact

• Alias Smith, ENG/EFMA, [email protected]
• Sohi Rastegar, ENG/EFMA, [email protected]

Susan Margulies, PhD Assistant Director Directorate for Engineering National Science Foundation

• Smith-Doerr L., Alegria S., and Sacco T. (2017). How Diversity Matters in the US Science and Engineering Workforce: A Critical Review Considering Integration in Teams, Fields, and Organizational Contexts. Engaging Science, Technology, and Society, 3 (2017), 139-153.
• Dai Y., Byun G., and Ding F. (2019). The Direct and Indirect Impact of Gender Diversity in New Venture Teams on Innovation Performance. Entrepreneurship Theory and Practice, 43(3) 505–528
• Boschma R. (2005). Proximity and Innovation: A Critical Assessment. Regional Studies, 39(1): 61–74