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Action Research: What it is, Stages & Examples

Action research is a method often used to make the situation better. It combines activity and investigation to make change happen.

The best way to get things accomplished is to do it yourself. This statement is utilized in corporations, community projects, and national governments. These organizations are relying on action research to cope with their continuously changing and unstable environments as they function in a more interdependent world.

In practical educational contexts, this involves using systematic inquiry and reflective practice to address real-world challenges, improve teaching and learning, enhance student engagement, and drive positive changes within the educational system.

This post outlines the definition of action research, its stages, and some examples.

Content Index

What is action research?

Stages of action research, the steps to conducting action research, examples of action research, advantages and disadvantages of action research.

Action research is a strategy that tries to find realistic solutions to organizations’ difficulties and issues. It is similar to applied research.

Action research refers basically learning by doing. First, a problem is identified, then some actions are taken to address it, then how well the efforts worked are measured, and if the results are not satisfactory, the steps are applied again.

It can be put into three different groups:

  • Positivist: This type of research is also called “classical action research.” It considers research a social experiment. This research is used to test theories in the actual world.
  • Interpretive: This kind of research is called “contemporary action research.” It thinks that business reality is socially made, and when doing this research, it focuses on the details of local and organizational factors.
  • Critical: This action research cycle takes a critical reflection approach to corporate systems and tries to enhance them.

All research is about learning new things. Collaborative action research contributes knowledge based on investigations in particular and frequently useful circumstances. It starts with identifying a problem. After that, the research process is followed by the below stages:

stages_of_action_research

Stage 1: Plan

For an action research project to go well, the researcher needs to plan it well. After coming up with an educational research topic or question after a research study, the first step is to develop an action plan to guide the research process. The research design aims to address the study’s question. The research strategy outlines what to undertake, when, and how.

Stage 2: Act

The next step is implementing the plan and gathering data. At this point, the researcher must select how to collect and organize research data . The researcher also needs to examine all tools and equipment before collecting data to ensure they are relevant, valid, and comprehensive.

Stage 3: Observe

Data observation is vital to any investigation. The action researcher needs to review the project’s goals and expectations before data observation. This is the final step before drawing conclusions and taking action.

Different kinds of graphs, charts, and networks can be used to represent the data. It assists in making judgments or progressing to the next stage of observing.

Stage 4: Reflect

This step involves applying a prospective solution and observing the results. It’s essential to see if the possible solution found through research can really solve the problem being studied.

The researcher must explore alternative ideas when the action research project’s solutions fail to solve the problem.

Action research is a systematic approach researchers, educators, and practitioners use to identify and address problems or challenges within a specific context. It involves a cyclical process of planning, implementing, reflecting, and adjusting actions based on the data collected. Here are the general steps involved in conducting an action research process:

Identify the action research question or problem

Clearly define the issue or problem you want to address through your research. It should be specific, actionable, and relevant to your working context.

Review existing knowledge

Conduct a literature review to understand what research has already been done on the topic. This will help you gain insights, identify gaps, and inform your research design.

Plan the research

Develop a research plan outlining your study’s objectives, methods, data collection tools, and timeline. Determine the scope of your research and the participants or stakeholders involved.

Collect data

Implement your research plan by collecting relevant data. This can involve various methods such as surveys, interviews, observations, document analysis, or focus groups. Ensure that your data collection methods align with your research objectives and allow you to gather the necessary information.

Analyze the data

Once you have collected the data, analyze it using appropriate qualitative or quantitative techniques. Look for patterns, themes, or trends in the data that can help you understand the problem better.

Reflect on the findings

Reflect on the analyzed data and interpret the results in the context of your research question. Consider the implications and possible solutions that emerge from the data analysis. This reflection phase is crucial for generating insights and understanding the underlying factors contributing to the problem.

Develop an action plan

Based on your analysis and reflection, develop an action plan that outlines the steps you will take to address the identified problem. The plan should be specific, measurable, achievable, relevant, and time-bound (SMART goals). Consider involving relevant stakeholders in planning to ensure their buy-in and support.

Implement the action plan

Put your action plan into practice by implementing the identified strategies or interventions. This may involve making changes to existing practices, introducing new approaches, or testing alternative solutions. Document the implementation process and any modifications made along the way.

Evaluate and monitor progress

Continuously monitor and evaluate the impact of your actions. Collect additional data, assess the effectiveness of the interventions, and measure progress towards your goals. This evaluation will help you determine if your actions have the desired effects and inform any necessary adjustments.

Reflect and iterate

Reflect on the outcomes of your actions and the evaluation results. Consider what worked well, what did not, and why. Use this information to refine your approach, make necessary adjustments, and plan for the next cycle of action research if needed.

Remember that participatory action research is an iterative process, and multiple cycles may be required to achieve significant improvements or solutions to the identified problem. Each cycle builds on the insights gained from the previous one, fostering continuous learning and improvement.

Explore Insightfully Contextual Inquiry in Qualitative Research

Here are two real-life examples of action research.

Action research initiatives are frequently situation-specific. Still, other researchers can adapt the techniques. The example is from a researcher’s (Franklin, 1994) report about a project encouraging nature tourism in the Caribbean.

In 1991, this was launched to study how nature tourism may be implemented on the four Windward Islands in the Caribbean: St. Lucia, Grenada, Dominica, and St. Vincent.

For environmental protection, a government-led action study determined that the consultation process needs to involve numerous stakeholders, including commercial enterprises.

First, two researchers undertook the study and held search conferences on each island. The search conferences resulted in suggestions and action plans for local community nature tourism sub-projects.

Several islands formed advisory groups and launched national awareness and community projects. Regional project meetings were held to discuss experiences, self-evaluations, and strategies. Creating a documentary about a local initiative helped build community. And the study was a success, leading to a number of changes in the area.

Lau and Hayward (1997) employed action research to analyze Internet-based collaborative work groups.

Over two years, the researchers facilitated three action research problem -solving cycles with 15 teachers, project personnel, and 25 health practitioners from diverse areas. The goal was to see how Internet-based communications might affect their virtual workgroup.

First, expectations were defined, technology was provided, and a bespoke workgroup system was developed. Participants suggested shorter, more dispersed training sessions with project-specific instructions.

The second phase saw the system’s complete deployment. The final cycle witnessed system stability and virtual group formation. The key lesson was that the learning curve was poorly misjudged, with frustrations only marginally met by phone-based technical help. According to the researchers, the absence of high-quality online material about community healthcare was harmful.

Role clarity, connection building, knowledge sharing, resource assistance, and experiential learning are vital for virtual group growth. More study is required on how group support systems might assist groups in engaging with their external environment and boost group members’ learning. 

Action research has both good and bad points.

  • It is very flexible, so researchers can change their analyses to fit their needs and make individual changes.
  • It offers a quick and easy way to solve problems that have been going on for a long time instead of complicated, long-term solutions based on complex facts.
  • If It is done right, it can be very powerful because it can lead to social change and give people the tools to make that change in ways that are important to their communities.

Disadvantages

  • These studies have a hard time being generalized and are hard to repeat because they are so flexible. Because the researcher has the power to draw conclusions, they are often not thought to be theoretically sound.
  • Setting up an action study in an ethical way can be hard. People may feel like they have to take part or take part in a certain way.
  • It is prone to research errors like selection bias , social desirability bias, and other cognitive biases.

LEARN ABOUT: Self-Selection Bias

This post discusses how action research generates knowledge, its steps, and real-life examples. It is very applicable to the field of research and has a high level of relevance. We can only state that the purpose of this research is to comprehend an issue and find a solution to it.

At QuestionPro, we give researchers tools for collecting data, like our survey software, and a library of insights for any long-term study. Go to the Insight Hub if you want to see a demo or learn more about it.

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Frequently Asked Questions(FAQ’s)

Action research is a systematic approach to inquiry that involves identifying a problem or challenge in a practical context, implementing interventions or changes, collecting and analyzing data, and using the findings to inform decision-making and drive positive change.

Action research can be conducted by various individuals or groups, including teachers, administrators, researchers, and educational practitioners. It is often carried out by those directly involved in the educational setting where the research takes place.

The steps of action research typically include identifying a problem, reviewing relevant literature, designing interventions or changes, collecting and analyzing data, reflecting on findings, and implementing improvements based on the results.

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plan of action in research

Action Research: Steps, Benefits, and Tips

plan of action in research

Introduction

History of action research, what is the definition of action research, types of action research, conducting action research.

Action research stands as a unique approach in the realm of qualitative inquiry in social science research. Rooted in real-world problems, it seeks not just to understand but also to act, bringing about positive change in specific contexts. Often distinguished by its collaborative nature, the action research process goes beyond traditional research paradigms by emphasizing the involvement of those being studied in resolving social conflicts and effecting positive change.

The value of action research lies not just in its outcomes, but also in the process itself, where stakeholders become active participants rather than mere subjects. In this article, we'll examine action research in depth, shedding light on its history, principles, and types of action research.

plan of action in research

Tracing its roots back to the mid-20th century, Kurt Lewin developed classical action research as a response to traditional research methods in the social sciences that often sidelined the very communities they studied. Proponents of action research championed the idea that research should not just be an observational exercise but an actionable one that involves devising practical solutions. Advocates believed in the idea of research leading to immediate social action, emphasizing the importance of involving the community in the process.

Applications for action research

Over the years, action research has evolved and diversified. From its early applications in social psychology and organizational development, it has branched out into various fields such as education, healthcare, and community development, informing questions around improving schools, minority problems, and more. This growth wasn't just in application, but also in its methodologies.

How is action research different?

Like all research methodologies, effective action research generates knowledge. However, action research stands apart in its commitment to instigate tangible change. Traditional research often places emphasis on passive observation , employing data collection methods primarily to contribute to broader theoretical frameworks . In contrast, action research is inherently proactive, intertwining the acts of observing and acting.

plan of action in research

The primary goal isn't just to understand a problem but to solve or alleviate it. Action researchers partner closely with communities, ensuring that the research process directly benefits those involved. This collaboration often leads to immediate interventions, tweaks, or solutions applied in real-time, marking a departure from other forms of research that might wait until the end of a study to make recommendations.

This proactive, change-driven nature makes action research particularly impactful in settings where immediate change is not just beneficial but essential.

Action research is best understood as a systematic approach to cooperative inquiry. Unlike traditional research methodologies that might primarily focus on generating knowledge, action research emphasizes producing actionable solutions for pressing real-world challenges.

This form of research undertakes a cyclic and reflective journey, typically cycling through stages of planning , acting, observing, and reflecting. A defining characteristic of action research is the collaborative spirit it embodies, often dissolving the rigid distinction between the researcher and the researched, leading to mutual learning and shared outcomes.

Advantages of action research

One of the foremost benefits of action research is the immediacy of its application. Since the research is embedded within real-world issues, any findings or solutions derived can often be integrated straightaway, catalyzing prompt improvements within the concerned community or organization. This immediacy is coupled with the empowering nature of the methodology. Participants aren't mere subjects; they actively shape the research process, giving them a tangible sense of ownership over both the research journey and its eventual outcomes.

Moreover, the inherent adaptability of action research allows researchers to tweak their approaches responsively based on live feedback. This ensures the research remains rooted in the evolving context, capturing the nuances of the situation and making any necessary adjustments. Lastly, this form of research tends to offer a comprehensive understanding of the issue at hand, harmonizing socially constructed theoretical knowledge with hands-on insights, leading to a richer, more textured understanding.

plan of action in research

Disadvantages of action research

Like any methodology, action research isn't devoid of challenges. Its iterative nature, while beneficial, can extend timelines. Researchers might find themselves engaged in multiple cycles of observation, reflection, and action before arriving at a satisfactory conclusion. The intimate involvement of the researcher with the research participants, although crucial for collaboration, opens doors to potential conflicts. Through collaborative problem solving, disagreements can lead to richer and more nuanced solutions, but it can take considerable time and effort.

Another limitation stems from its focus on a specific context: results derived from a particular action research project might not always resonate or be applicable in a different context or with a different group. Lastly, the depth of collaboration this methodology demands means all stakeholders need to be deeply invested, and such a level of commitment might not always be feasible.

Examples of action research

To illustrate, let's consider a few scenarios. Imagine a classroom where a teacher observes dwindling student participation. Instead of sticking to conventional methods, the teacher experiments with introducing group-based activities. As the outcomes unfold, the teacher continually refines the approach based on student feedback, eventually leading to a teaching strategy that rejuvenates student engagement.

In a healthcare context, hospital staff who recognize growing patient anxiety related to certain procedures might innovate by introducing a new patient-informing protocol. As they study the effects of this change, they could, through iterations, sculpt a procedure that diminishes patient anxiety.

Similarly, in the realm of community development, a community grappling with the absence of child-friendly public spaces might collaborate with local authorities to conceptualize a park. As they monitor its utilization and societal impact, continual feedback could refine the park's infrastructure and design.

Contemporary action research, while grounded in the core principles of collaboration, reflection, and change, has seen various adaptations tailored to the specific needs of different contexts and fields. These adaptations have led to the emergence of distinct types of action research, each with its unique emphasis and approach.

Collaborative action research

Collaborative action research emphasizes the joint efforts of professionals, often from the same field, working together to address common concerns or challenges. In this approach, there's a strong emphasis on shared responsibility, mutual respect, and co-learning. For example, a group of classroom teachers might collaboratively investigate methods to improve student literacy, pooling their expertise and resources to devise, implement, and refine strategies for improving teaching.

Participatory action research

Participatory action research (PAR) goes a step further in dissolving the barriers between the researcher and the researched. It actively involves community members or stakeholders not just as participants, but as equal partners in the entire research process. PAR is deeply democratic and seeks to empower participants, fostering a sense of agency and ownership. For instance, a participatory research project might involve local residents in studying and addressing community health concerns, ensuring that the research process and outcomes are both informed by and beneficial to the community itself.

Educational action research

Educational action research is tailored specifically to practical educational contexts. Here, educators take on the dual role of teacher and researcher, seeking to improve teaching practices, curricula, classroom dynamics, or educational evaluation. This type of research is cyclical, with educators implementing changes, observing outcomes, and reflecting on results to continually enhance the educational experience. An example might be a teacher studying the impact of technology integration in her classroom, adjusting strategies based on student feedback and learning outcomes.

plan of action in research

Community-based action research

Another noteworthy type is community-based action research, which focuses primarily on community development and well-being. Rooted in the principles of social justice, this approach emphasizes the collective power of community members to identify, study, and address their challenges. It's particularly powerful in grassroots movements and local development projects where community insights and collaboration drive meaningful, sustainable change.

plan of action in research

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Engaging in action research is both an enlightening and transformative journey, rooted in practicality yet deeply connected to theory. For those embarking on this path, understanding the essentials of an action research study and the significance of a research cycle is paramount.

Understanding the action research cycle

At the heart of action research is its cycle, a structured yet adaptable framework guiding the research. This cycle embodies the iterative nature of action research, emphasizing that learning and change evolve through repetition and reflection.

The typical stages include:

  • Identifying a problem : This is the starting point where the action researcher pinpoints a pressing issue or challenge that demands attention.
  • Planning : Here, the researcher devises an action research strategy aimed at addressing the identified problem. In action research, network resources, participant consultation, and the literature review are core components in planning.
  • Action : The planned strategies are then implemented in this stage. This 'action' phase is where theoretical knowledge meets practical application.
  • Observation : Post-implementation, the researcher observes the outcomes and effects of the action. This stage ensures that the research remains grounded in the real-world context.
  • Critical reflection : This part of the cycle involves analyzing the observed results to draw conclusions about their effectiveness and identify areas for improvement.
  • Revision : Based on the insights from reflection, the initial plan is revised, marking the beginning of another cycle.

Rigorous research and iteration

It's essential to understand that while action research is deeply practical, it doesn't sacrifice rigor . The cyclical process ensures that the research remains thorough and robust. Each iteration of the cycle in an action research project refines the approach, drawing it closer to an effective solution.

The role of the action researcher

The action researcher stands at the nexus of theory and practice. Not just an observer, the researcher actively engages with the study's participants, collaboratively navigating through the research cycle by conducting interviews, participant observations, and member checking . This close involvement ensures that the study remains relevant, timely, and responsive.

plan of action in research

Drawing conclusions and informing theory

As the research progresses through multiple iterations of data collection and data analysis , drawing conclusions becomes an integral aspect. These conclusions, while immediately beneficial in addressing the practical issue at hand, also serve a broader purpose. They inform theory, enriching the academic discourse and providing valuable insights for future research.

Identifying actionable insights

Keep in mind that action research should facilitate implications for professional practice as well as space for systematic inquiry. As you draw conclusions about the knowledge generated from action research, consider how this knowledge can create new forms of solutions to the pressing concern you set out to address.

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  • Action Research Resource

What is Action Research?

Considerations, creating a plan of action.

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Action research is a qualitative method that focuses on solving problems in social systems, such as schools and other organizations. The emphasis is on solving the presenting problem by generating knowledge and taking action within the social system in which the problem is located. The goal is to generate shared knowledge of how to address the problem by bridging the theory-practice gap (Bourner & Brook, 2019). A general definition of action research is the following: “Action research brings together action and reflection, as well as theory and practice, in participation with others, in the pursuit of practical solutions to issues of pressing concern” (Bradbury, 2015, p. 1). Johnson (2019) defines action research in the field of education as “the process of studying a school, classroom, or teacher-learning situation with the purpose of understanding and improving the quality of actions or instruction” (p.255).

Origins of Action Research

Kurt Lewin is typically credited with being the primary developer of Action Research in the 1940s. Lewin stated that action research can “transform…unrelated individuals, frequently opposed in their outlook and their interests, into cooperative teams, not on the basis of sweetness but on the basis of readiness to face difficulties realistically, to apply honest fact-finding, and to work together to overcome them” (1946, p.211).

Sample Action Research Topics

Some sample action research topics might be the following:

  • Examining how classroom teachers perceive and implement new strategies in the classroom--How is the strategy being used? How do students respond to the strategy? How does the strategy inform and change classroom practices? Does the new skill improve test scores? Do classroom teachers perceive the strategy as effective for student learning?
  • Examining how students are learning a particular content or objectives--What seems to be effective in enhancing student learning? What skills need to be reinforced? How do students respond to the new content? What is the ability of students to understand the new content?
  • Examining how education stakeholders (administrator, parents, teachers, students, etc.) make decisions as members of the school’s improvement team--How are different stakeholders encouraged to participate? How is power distributed? How is equity demonstrated? How is each voice valued? How are priorities and initiatives determined? How does the team evaluate its processes to determine effectiveness?
  • Examining the actions that school staff take to create an inclusive and welcoming school climate--Who makes and implements the actions taken to create the school climate? Do members of the school community (teachers, staff, students) view the school climate as inclusive? Do members of the school community feel welcome in the school? How are members of the school community encouraged to become involved in school activities? What actions can school staff take to help others feel a part of the school community?
  • Examining the perceptions of teachers with regard to the learning strategies that are more effective with special populations, such as special education students, English Language Learners, etc.—What strategies are perceived to be more effective? How do teachers plan instructionally for unique learners such as special education students or English Language Learners? How do teachers deal with the challenges presented by unique learners such as special education students or English Language Learners? What supports do teachers need (e.g., professional development, training, coaching) to more effectively deliver instruction to unique learners such as special education students or English Language Learners?

Remember—The goal of action research is to find out how individuals perceive and act in a situation so the researcher can develop a plan of action to improve the educational organization. While these topics listed here can be explored using other research designs, action research is the design to use if the outcome is to develop a plan of action for addressing and improving upon a situation in the educational organization.

Considerations for Determining Whether to Use Action Research in an Applied Dissertation

  • When considering action research, first determine the problem and the change that needs to occur as a result of addressing the problem (i.e., research problem and research purpose). Remember, the goal of action research is to change how individuals address a particular problem or situation in a way that results in improved practices.
  • If the study will be conducted at a school site or educational organization, you may need site permission. Determine whether site permission will be given to conduct the study.
  • Consider the individuals who will be part of the data collection (e.g., teachers, administrators, parents, other school staff, etc.). Will there be a representative sample willing to participate in the research?
  • If students will be part of the study, does parent consent and student assent need to be obtained?
  • As you develop your data collection plan, also consider the timeline for data collection. Is it feasible? For example, if you will be collecting data in a school, consider winter and summer breaks, school events, testing schedules, etc.
  • As you develop your data collection plan, consult with your dissertation chair, Subject Matter Expert, NU Academic Success Center, and the NU IRB for resources and guidance.
  • Action research is not an experimental design, so you are not trying to accept or reject a hypothesis. There are no independent or dependent variables. It is not generalizable to a larger setting. The goal is to understand what is occurring in the educational setting so that a plan of action can be developed for improved practices.

Considerations for Action Research

Below are some things to consider when developing your applied dissertation proposal using Action Research (adapted from Johnson, 2019):

  • Research Topic and Research Problem -- Decide the topic to be studied and then identify the problem by defining the issue in the learning environment. Use references from current peer-reviewed literature for support.
  • Purpose of the Study —What need to be different or improved as a result of the study?
  • Research Questions —The questions developed should focus on “how” or “what” and explore individuals’ experiences, beliefs, and perceptions.
  • Theoretical Framework -- What are the existing theories (theoretical framework) or concepts (conceptual framework) that can be used to support the research. How does existing theory link to what is happening in the educational environment with regard to the topic? What theories have been used to support similar topics in previous research?
  • Literature Review -- Examine the literature, focusing on peer-reviewed studies published in journal within the last five years, with the exception of seminal works. What about the topic has already been explored and examined? What were the findings, implications, and limitations of previous research? What is missing from the literature on the topic?  How will your proposed research address the gap in the literature?
  • Data Collection —Who will be part of the sample for data collection? What data will be collected from the individuals in the study (e.g., semi-structured interviews, surveys, etc.)? What are the educational artifacts and documents that need to be collected (e.g., teacher less plans, student portfolios, student grades, etc.)? How will they be collected and during what timeframe? (Note--A list of sample data collection methods appears under the heading of “Sample Instrumentation.”)
  • Data Analysis —Determine how the data will be analyzed. Some types of analyses that are frequently used for action research include thematic analysis and content analysis.
  • Implications —What conclusions can be drawn based upon the findings? How do the findings relate to the existing literature and inform theory in the field of education?
  • Recommendations for Practice--Create a Plan of Action— This is a critical step in action research. A plan of action is created based upon the data analysis, findings, and implications. In the Applied Dissertation, this Plan of Action is included with the Recommendations for Practice. The includes specific steps that individuals should take to change practices; recommendations for how those changes will occur (e.g., professional development, training, school improvement planning, committees to develop guidelines and policies, curriculum review committee, etc.); and methods to evaluate the plan’s effectiveness.
  • Recommendations for Research —What should future research focus on? What type of studies need to be conducted to build upon or further explore your findings.
  • Professional Presentation or Defense —This is where the findings will be presented in a professional presentation or defense as the culmination of your research.

Adapted from Johnson (2019).

Considerations for Sampling and Data Collection

Below are some tips for sampling, sample size, data collection, and instrumentation for Action Research:

Sampling and Sample Size

Action research uses non-probability sampling. This is most commonly means a purposive sampling method that includes specific inclusion and exclusion criteria. However, convenience sampling can also be used (e.g., a teacher’s classroom).

Critical Concepts in Data Collection

Triangulation- - Dosemagen and Schwalbach (2019) discussed the importance of triangulation in Action Research which enhances the trustworthiness by providing multiple sources of data to analyze and confirm evidence for findings.

Trustworthiness —Trustworthiness assures that research findings are fulfill four critical elements—credibility, dependability, transferability, and confirmability. Reflect on the following: Are there multiple sources of data? How have you ensured credibility, dependability, transferability, and confirmability? Have the assumptions, limitations, and delimitations of the study been identified and explained? Was the sample a representative sample for the study? Did any individuals leave the study before it ended? How have you controlled researcher biases and beliefs? Are you drawing conclusions that are not supported by data? Have all possible themes been considered? Have you identified other studies with similar results?

Sample Instrumentation

Below are some of the possible methods for collecting action research data:

  • Pre- and Post-Surveys for students and/or staff
  • Staff Perception Surveys and Questionnaires
  • Semi-Structured Interviews
  • Focus Groups
  • Observations
  • Document analysis
  • Student work samples
  • Classroom artifacts, such as teacher lesson plans, rubrics, checklists, etc.
  • Attendance records
  • Discipline data
  • Journals from students and/or staff
  • Portfolios from students and/or staff

A benefit of Action Research is its potential to influence educational practice. Many educators are, by nature of the profession, reflective, inquisitive, and action-oriented. The ultimate outcome of Action Research is to create a plan of action using the research findings to inform future educational practice. A Plan of Action is not meant to be a one-size fits all plan. Instead, it is mean to include specific data-driven and research-based recommendations that result from a detailed analysis of the data, the study findings, and implications of the Action Research study. An effective Plan of Action includes an evaluation component and opportunities for professional educator reflection that allows for authentic discussion aimed at continuous improvement.

When developing a Plan of Action, the following should be considered:

  • How can this situation be approached differently in the future?
  • What should change in terms of practice?
  • What are the specific steps that individuals should take to change practices?
  • What is needed to implement the changes being recommended (professional development, training, materials, resources, planning committees, school improvement planning, etc.)?
  • How will the effectiveness of the implemented changes be evaluated?
  • How will opportunities for professional educator reflection be built into the Action Plan?

Sample Action Research Studies

Anderson, A. J. (2020). A qualitative systematic review of youth participatory action research implementation in U.S. high schools. A merican Journal of Community Psychology, 65 (1/2), 242–257. https://onlinelibrary-wiley-com.proxy1.ncu.edu/doi/epdf/10.1002/ajcp.12389

Ayvaz, Ü., & Durmuş, S.(2021). Fostering mathematical creativity with problem posing activities: An action research with gifted students. Thinking Skills and Creativity, 40. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=edselp&AN=S1871187121000614&site=eds-live

Bellino, M. J. (2018). Closing information gaps in Kakuma Refugee Camp: A youth participatory action research study. American Journal of Community Psychology, 62 (3/4), 492–507. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ofs&AN=133626988&site=eds-live

Beneyto, M., Castillo, J., Collet-Sabé, J., & Tort, A. (2019). Can schools become an inclusive space shared by all families? Learnings and debates from an action research project in Catalonia. Educational Action Research, 27 (2), 210–226. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ehh&AN=135671904&site=eds-live

Bilican, K., Senler, B., & Karısan, D. (2021). Fostering teacher educators’ professional development through collaborative action research. International Journal of Progressive Education, 17 (2), 459–472. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ehh&AN=149828364&site=eds-live

Black, G. L. (2021). Implementing action research in a teacher preparation program: Opportunities and limitations. Canadian Journal of Action Research, 21 (2), 47–71. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ehh&AN=149682611&site=eds-live

Bozkuş, K., & Bayrak, C. (2019). The Application of the dynamic teacher professional development through experimental action research. International Electronic Journal of Elementary Education, 11 (4), 335–352. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ehh&AN=135580911&site=eds-live

Christ, T. W. (2018). Mixed methods action research in special education: An overview of a grant-funded model demonstration project. Research in the Schools, 25( 2), 77–88. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ehh&AN=135047248&site=eds-live

Jakhelln, R., & Pörn, M. (2019). Challenges in supporting and assessing bachelor’s theses based on action research in initial teacher education. Educational Action Research, 27 (5), 726–741. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ehh&AN=140234116&site=eds-live

Klima Ronen, I. (2020). Action research as a methodology for professional development in leading an educational process. Studies in Educational Evaluation, 64 . https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=edselp&AN=S0191491X19302159&site=eds-live

Messiou, K. (2019). Collaborative action research: facilitating inclusion in schools. Educational Action Research, 27 (2), 197–209. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ehh&AN=135671898&site=eds-live

Mitchell, D. E. (2018). Say it loud: An action research project examining the afrivisual and africology, Looking for alternative African American community college teaching strategies. Journal of Pan African Studies, 12 (4), 364–487. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ofs&AN=133155045&site=eds-live

Pentón Herrera, L. J. (2018). Action research as a tool for professional development in the K-12 ELT classroom. TESL Canada Journal, 35 (2), 128–139. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ofs&AN=135033158&site=eds-live

Rodriguez, R., Macias, R. L., Perez-Garcia, R., Landeros, G., & Martinez, A. (2018). Action research at the intersection of structural and family violence in an immigrant Latino community: a youth-led study. Journal of Family Violence, 33 (8), 587–596. https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=ccm&AN=132323375&site=eds-live

Vaughan, M., Boerum, C., & Whitehead, L. (2019). Action research in doctoral coursework: Perceptions of independent research experiences. International Journal for the Scholarship of Teaching and Learning, 13 . https://proxy1.ncu.edu/login?url=https://search.ebscohost.com/login.aspx?direct=true&db=edsdoj&AN=edsdoj.17aa0c2976c44a0991e69b2a7b4f321&site=eds-live

Sample Journals for Action Research

Educational Action Research

Canadian Journal of Action Research

Sample Resource Videos

Call-Cummings, M. (2017). Researching racism in schools using participatory action research [Video]. Sage Research Methods  http://proxy1.ncu.edu/login?URL=https://methods.sagepub.com/video/researching-racism-in-schools-using-participatory-action-research

Fine, M. (2016). Michelle Fine discusses community based participatory action research [Video]. Sage Knowledge. http://proxy1.ncu.edu/login?URL=https://sk-sagepub-com.proxy1.ncu.edu/video/michelle-fine-discusses-community-based-participatory-action-research

Getz, C., Yamamura, E., & Tillapaugh. (2017). Action Research in Education. [Video]. You Tube. https://www.youtube.com/watch?v=X2tso4klYu8

Bradbury, H. (Ed.). (2015). The handbook of action research (3rd edition). Sage.

Bradbury, H., Lewis, R. & Embury, D.C. (2019). Education action research: With and for the next generation. In C.A. Mertler (Ed.), The Wiley handbook of action research in education (1st edition). John Wiley and Sons. https://ebookcentral.proquest.com/lib/nu/reader.action?docID=5683581&ppg=205

Bourner, T., & Brook, C. (2019). Comparing and contrasting action research and action learning. In C.A. Mertler (Ed.), The Wiley handbook of action research in education (1st edition). John Wiley and Sons. https://ebookcentral.proquest.com/lib/nu/reader.action?docID=5683581&ppg=205

Bradbury, H. (2015). The Sage handbook of action research . Sage. https://www-doi-org.proxy1.ncu.edu/10.4135/9781473921290

Dosemagen, D.M. & Schwalback, E.M. (2019). Legitimacy of and value in action research. In C.A. Mertler (Ed.), The Wiley handbook of action research in education (1st edition). John Wiley and Sons. https://ebookcentral.proquest.com/lib/nu/reader.action?docID=5683581&ppg=205

Johnson, A. (2019). Action research for teacher professional development. In C.A. Mertler (Ed.), The Wiley handbook of action research in education (1st edition). John Wiley and Sons. https://ebookcentral.proquest.com/lib/nu/reader.action?docID=5683581&ppg=205

Lewin, K. (1946). Action research and minority problems. In G.W. Lewin (Ed.), Resolving social conflicts: Selected papers on group dynamics (compiled in 1948). Harper and Row.

Mertler, C. A. (Ed.). (2019). The Wiley handbook of action research in education. John Wiley and Sons. https://ebookcentral.proquest.com/lib/nu/detail.action?docID=5683581

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The Action Research Process

Module 1: Action Research

There are various models of the action research process. Some models are simple in their design while others appear relatively complex. Essentially, most of the models share similar elements with small variations.

A diagram of the 4 stages depicted for action researech

Action research models begin with the central problem or topic. They involve some observation or monitoring of current practice, followed by the collection and synthesis of information and data. Finally, some sort of action is taken, which then serves as a basis for the next stage of action research (Mills 2011).

  • Central Problem / Topic
  • Observation / Monitoring
  • Collection of Data
  • Action Taken

In this course, we will define the action research process as composed of four stages and nine steps:

Image Hotspots

Action Research Process

Click each + icon to expand the steps of the stage:

It is important to note that action research is a flexible, iterative process of continuous improvement, emphasizing adaptability and responsiveness to findings at each cycle.

Kurt Lewin’s approach to action research involves a cyclical, spiral process consisting of several stages, each comprising planning, action, and reviewing the results of the action. This method is aligned with Dewey’s concept of experiential learning and is particularly suited to solving problems in social and organizational contexts.

Action Research Handbook Copyright © by Dr. Zabedia Nazim and Dr. Sowmya Venkat-Kishore is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Gives a brief overview of the concepts, traditions, and theoretical underpinnings of action research. Provides first attempts at defining the field and shows conceptual problems and pitfalls within the action research traditions. Shows how Critical Psychology intercepts with Action Research.

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Fals Borda, O., & Rahman, M. A. (Eds.). (1991). Action and knowledge: Breaking the monopoly with participatory action research . Apex.

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Greenwood, D., & Levin, M. (2007). Introduction to action research: Social research for social change (2nd ed.). Sage.

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Gustavsen, B. (1992). Dialogue and development: Theory of communication, action research and the restructuring of working life . Van Gorcum.

Habermas, J. (1978). Einige Schwierigkeiten beim Versuch, Theorie und Praxis zu vermitteln. In Theorie und Praxis: Sozialphilosophische Studien (pp. 9–47). Suhrkamp.

Johansson, A. W., & Lindhult, E. (2008). Emancipation or workability?: Critical versus pragmatic scientific orientation in action research. Action Research, 6 (1), 95–115. https://doi.org/10.1177/1476750307083713

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Kapoor, I. (2002). The devil’s in the theory: A critical assessment of Robert Chambers’ work on participatory development. Third World Quarterly, 23 (1), 101–117. http://search.ebscohost.com/login.aspx?direct=true&db=buh&AN=5801768&site=ehost-live

Markard, M. (1991). Methodik subjektwissenschaftlicher Forschung: Jenseits des Streits um quantitative und qualitative Verfahren . Argument Verlag.

Markard, M. (2009). Einführung in die Kritische Psychologie: Grundlagen, Methoden und Problemfelder marxistischer Subjektwissenschaft . Argument Verlag.

Marx, K., Engels, F., & Harvey, D. (2008). The communist manifesto (S. Moore, Trans.). Pluto Press. (Original work published in 1848).

Moser, H. (1978). Einige Aspekte der Aktionsforschung im internationalen Vergleich. In H. Moser & H. Ornauer (Eds.), Internationale Aspekte der Aktionsforschung (pp. 173–189). Kösel.

Tolman, C. W. (1994). Psychology, society, and subjectivity: An introduction to German critical psychology . Routledge.

Whyte, W.F. (1991). Participatory action research . Sage.

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education, community-building and change

What is action research and how do we do it?

plan of action in research

In this article, we explore the development of some different traditions of action research and provide an introductory guide to the literature.

Contents : what is action research ·  origins · the decline and rediscovery of action research · undertaking action research · conclusion · further reading · how to cite this article . see, also: research for practice ., what is action research.

In the literature, discussion of action research tends to fall into two distinctive camps. The British tradition – especially that linked to education – tends to view action research as research-oriented toward the enhancement of direct practice. For example, Carr and Kemmis provide a classic definition:

Action research is simply a form of self-reflective enquiry undertaken by participants in social situations in order to improve the rationality and justice of their own practices, their understanding of these practices, and the situations in which the practices are carried out (Carr and Kemmis 1986: 162).

Many people are drawn to this understanding of action research because it is firmly located in the realm of the practitioner – it is tied to self-reflection. As a way of working it is very close to the notion of reflective practice coined by Donald Schön (1983).

The second tradition, perhaps more widely approached within the social welfare field – and most certainly the broader understanding in the USA is of action research as ‘the systematic collection of information that is designed to bring about social change’ (Bogdan and Biklen 1992: 223). Bogdan and Biklen continue by saying that its practitioners marshal evidence or data to expose unjust practices or environmental dangers and recommend actions for change. In many respects, for them, it is linked into traditions of citizen’s action and community organizing. The practitioner is actively involved in the cause for which the research is conducted. For others, it is such commitment is a necessary part of being a practitioner or member of a community of practice. Thus, various projects designed to enhance practice within youth work, for example, such as the detached work reported on by Goetschius and Tash (1967) could be talked of as action research.

Kurt Lewin is generally credited as the person who coined the term ‘action research’:

The research needed for social practice can best be characterized as research for social management or social engineering. It is a type of action-research, a comparative research on the conditions and effects of various forms of social action, and research leading to social action. Research that produces nothing but books will not suffice (Lewin 1946, reproduced in Lewin 1948: 202-3)

His approach involves a spiral of steps, ‘each of which is composed of a circle of planning, action and fact-finding about the result of the action’ ( ibid. : 206). The basic cycle involves the following:

This is how Lewin describes the initial cycle:

The first step then is to examine the idea carefully in the light of the means available. Frequently more fact-finding about the situation is required. If this first period of planning is successful, two items emerge: namely, “an overall plan” of how to reach the objective and secondly, a decision in regard to the first step of action. Usually this planning has also somewhat modified the original idea. ( ibid. : 205)

The next step is ‘composed of a circle of planning, executing, and reconnaissance or fact-finding for the purpose of evaluating the results of the second step, and preparing the rational basis for planning the third step, and for perhaps modifying again the overall plan’ ( ibid. : 206). What we can see here is an approach to research that is oriented to problem-solving in social and organizational settings, and that has a form that parallels Dewey’s conception of learning from experience.

The approach, as presented, does take a fairly sequential form – and it is open to a literal interpretation. Following it can lead to practice that is ‘correct’ rather than ‘good’ – as we will see. It can also be argued that the model itself places insufficient emphasis on analysis at key points. Elliott (1991: 70), for example, believed that the basic model allows those who use it to assume that the ‘general idea’ can be fixed in advance, ‘that “reconnaissance” is merely fact-finding, and that “implementation” is a fairly straightforward process’. As might be expected there was some questioning as to whether this was ‘real’ research. There were questions around action research’s partisan nature – the fact that it served particular causes.

The decline and rediscovery of action research

Action research did suffer a decline in favour during the 1960s because of its association with radical political activism (Stringer 2007: 9). There were, and are, questions concerning its rigour, and the training of those undertaking it. However, as Bogdan and Biklen (1992: 223) point out, research is a frame of mind – ‘a perspective that people take toward objects and activities’. Once we have satisfied ourselves that the collection of information is systematic and that any interpretations made have a proper regard for satisfying truth claims, then much of the critique aimed at action research disappears. In some of Lewin’s earlier work on action research (e.g. Lewin and Grabbe 1945), there was a tension between providing a rational basis for change through research, and the recognition that individuals are constrained in their ability to change by their cultural and social perceptions, and the systems of which they are a part. Having ‘correct knowledge’ does not of itself lead to change, attention also needs to be paid to the ‘matrix of cultural and psychic forces’ through which the subject is constituted (Winter 1987: 48).

Subsequently, action research has gained a significant foothold both within the realm of community-based, and participatory action research; and as a form of practice-oriented to the improvement of educative encounters (e.g. Carr and Kemmis 1986).

Exhibit 1: Stringer on community-based action research
A fundamental premise of community-based action research is that it commences with an interest in the problems of a group, a community, or an organization. Its purpose is to assist people in extending their understanding of their situation and thus resolving problems that confront them….
Community-based action research is always enacted through an explicit set of social values. In modern, democratic social contexts, it is seen as a process of inquiry that has the following characteristics:
• It is democratic , enabling the participation of all people.
• It is equitable , acknowledging people’s equality of worth.
• It is liberating , providing freedom from oppressive, debilitating conditions.
• It is life enhancing , enabling the expression of people’s full human potential.
(Stringer 1999: 9-10)

Undertaking action research

As Thomas (2017: 154) put it, the central aim is change, ‘and the emphasis is on problem-solving in whatever way is appropriate’. It can be seen as a conversation rather more than a technique (McNiff et. al. ). It is about people ‘thinking for themselves and making their own choices, asking themselves what they should do and accepting the consequences of their own actions’ (Thomas 2009: 113).

The action research process works through three basic phases:

Look -building a picture and gathering information. When evaluating we define and describe the problem to be investigated and the context in which it is set. We also describe what all the participants (educators, group members, managers etc.) have been doing.
Think – interpreting and explaining. When evaluating we analyse and interpret the situation. We reflect on what participants have been doing. We look at areas of success and any deficiencies, issues or problems.
Act – resolving issues and problems. In evaluation we judge the worth, effectiveness, appropriateness, and outcomes of those activities. We act to formulate solutions to any problems. (Stringer 1999: 18; 43-44;160)

The use of action research to deepen and develop classroom practice has grown into a strong tradition of practice (one of the first examples being the work of Stephen Corey in 1949). For some, there is an insistence that action research must be collaborative and entail groupwork.

Action research is a form of collective self-reflective enquiry undertaken by participants in social situations in order to improve the rationality and justice of their own social or educational practices, as well as their understanding of those practices and the situations in which the practices are carried out… The approach is only action research when it is collaborative, though it is important to realise that action research of the group is achieved through the critically examined action of individual group members. (Kemmis and McTaggart 1988: 5-6)

Just why it must be collective is open to some question and debate (Webb 1996), but there is an important point here concerning the commitments and orientations of those involved in action research.

One of the legacies Kurt Lewin left us is the ‘action research spiral’ – and with it there is the danger that action research becomes little more than a procedure. It is a mistake, according to McTaggart (1996: 248) to think that following the action research spiral constitutes ‘doing action research’. He continues, ‘Action research is not a ‘method’ or a ‘procedure’ for research but a series of commitments to observe and problematize through practice a series of principles for conducting social enquiry’. It is his argument that Lewin has been misunderstood or, rather, misused. When set in historical context, while Lewin does talk about action research as a method, he is stressing a contrast between this form of interpretative practice and more traditional empirical-analytic research. The notion of a spiral may be a useful teaching device – but it is all too easy to slip into using it as the template for practice (McTaggart 1996: 249).

Further reading

This select, annotated bibliography has been designed to give a flavour of the possibilities of action research and includes some useful guides to practice. As ever, if you have suggestions about areas or specific texts for inclusion, I’d like to hear from you.

Explorations of action research

Atweh, B., Kemmis, S. and Weeks, P. (eds.) (1998) Action Research in Practice: Partnership for Social Justice in Education, London: Routledge. Presents a collection of stories from action research projects in schools and a university. The book begins with theme chapters discussing action research, social justice and partnerships in research. The case study chapters cover topics such as: school environment – how to make a school a healthier place to be; parents – how to involve them more in decision-making; students as action researchers; gender – how to promote gender equity in schools; writing up action research projects.

Carr, W. and Kemmis, S. (1986) Becoming Critical. Education, knowledge and action research , Lewes: Falmer. Influential book that provides a good account of ‘action research’ in education. Chapters on teachers, researchers and curriculum; the natural scientific view of educational theory and practice; the interpretative view of educational theory and practice; theory and practice – redefining the problem; a critical approach to theory and practice; towards a critical educational science; action research as critical education science; educational research, educational reform and the role of the profession.

Carson, T. R. and Sumara, D. J. (ed.) (1997) Action Research as a Living Practice , New York: Peter Lang. 140 pages. Book draws on a wide range of sources to develop an understanding of action research. Explores action research as a lived practice, ‘that asks the researcher to not only investigate the subject at hand but, as well, to provide some account of the way in which the investigation both shapes and is shaped by the investigator.

Dadds, M. (1995) Passionate Enquiry and School Development. A story about action research , London: Falmer. 192 + ix pages. Examines three action research studies undertaken by a teacher and how they related to work in school – how she did the research, the problems she experienced, her feelings, the impact on her feelings and ideas, and some of the outcomes. In his introduction, John Elliot comments that the book is ‘the most readable, thoughtful, and detailed study of the potential of action-research in professional education that I have read’.

Ghaye, T. and Wakefield, P. (eds.) CARN Critical Conversations. Book one: the role of the self in action , Bournemouth: Hyde Publications. 146 + xiii pages. Collection of five pieces from the Classroom Action Research Network. Chapters on: dialectical forms; graduate medical education – research’s outer limits; democratic education; managing action research; writing up.

McNiff, J. (1993) Teaching as Learning: An Action Research Approach , London: Routledge. Argues that educational knowledge is created by individual teachers as they attempt to express their own values in their professional lives. Sets out familiar action research model: identifying a problem, devising, implementing and evaluating a solution and modifying practice. Includes advice on how working in this way can aid the professional development of action researcher and practitioner.

Quigley, B. A. and Kuhne, G. W. (eds.) (1997) Creating Practical Knowledge Through Action Research, San Fransisco: Jossey Bass. Guide to action research that outlines the action research process, provides a project planner, and presents examples to show how action research can yield improvements in six different settings, including a hospital, a university and a literacy education program.

Plummer, G. and Edwards, G. (eds.) CARN Critical Conversations. Book two: dimensions of action research – people, practice and power , Bournemouth: Hyde Publications. 142 + xvii pages. Collection of five pieces from the Classroom Action Research Network. Chapters on: exchanging letters and collaborative research; diary writing; personal and professional learning – on teaching and self-knowledge; anti-racist approaches; psychodynamic group theory in action research.

Whyte, W. F. (ed.) (1991) Participatory Action Research , Newbury Park: Sage. 247 pages. Chapters explore the development of participatory action research and its relation with action science and examine its usages in various agricultural and industrial settings

Zuber-Skerritt, O. (ed.) (1996) New Directions in Action Research , London; Falmer Press. 266 + xii pages. A useful collection that explores principles and procedures for critical action research; problems and suggested solutions; and postmodernism and critical action research.

Action research guides

Coghlan, D. and Brannick, D. (2000) Doing Action Research in your own Organization, London: Sage. 128 pages. Popular introduction. Part one covers the basics of action research including the action research cycle, the role of the ‘insider’ action researcher and the complexities of undertaking action research within your own organisation. Part two looks at the implementation of the action research project (including managing internal politics and the ethics and politics of action research). New edition due late 2004.

Elliot, J. (1991) Action Research for Educational Change , Buckingham: Open University Press. 163 + x pages Collection of various articles written by Elliot in which he develops his own particular interpretation of action research as a form of teacher professional development. In some ways close to a form of ‘reflective practice’. Chapter 6, ‘A practical guide to action research’ – builds a staged model on Lewin’s work and on developments by writers such as Kemmis.

Johnson, A. P. (2007) A short guide to action research 3e. Allyn and Bacon. Popular step by step guide for master’s work.

Macintyre, C. (2002) The Art of the Action Research in the Classroom , London: David Fulton. 138 pages. Includes sections on action research, the role of literature, formulating a research question, gathering data, analysing data and writing a dissertation. Useful and readable guide for students.

McNiff, J., Whitehead, J., Lomax, P. (2003) You and Your Action Research Project , London: Routledge. Practical guidance on doing an action research project.Takes the practitioner-researcher through the various stages of a project. Each section of the book is supported by case studies

Stringer, E. T. (2007) Action Research: A handbook for practitioners 3e , Newbury Park, ca.: Sage. 304 pages. Sets community-based action research in context and develops a model. Chapters on information gathering, interpretation, resolving issues; legitimacy etc. See, also Stringer’s (2003) Action Research in Education , Prentice-Hall.

Winter, R. (1989) Learning From Experience. Principles and practice in action research , Lewes: Falmer Press. 200 + 10 pages. Introduces the idea of action research; the basic process; theoretical issues; and provides six principles for the conduct of action research. Includes examples of action research. Further chapters on from principles to practice; the learner’s experience; and research topics and personal interests.

Action research in informal education

Usher, R., Bryant, I. and Johnston, R. (1997) Adult Education and the Postmodern Challenge. Learning beyond the limits , London: Routledge. 248 + xvi pages. Has some interesting chapters that relate to action research: on reflective practice; changing paradigms and traditions of research; new approaches to research; writing and learning about research.

Other references

Bogdan, R. and Biklen, S. K. (1992) Qualitative Research For Education , Boston: Allyn and Bacon.

Goetschius, G. and Tash, J. (1967) Working with the Unattached , London: Routledge and Kegan Paul.

McTaggart, R. (1996) ‘Issues for participatory action researchers’ in O. Zuber-Skerritt (ed.) New Directions in Action Research , London: Falmer Press.

McNiff, J., Lomax, P. and Whitehead, J. (2003) You and Your Action Research Project 2e. London: Routledge.

Thomas, G. (2017). How to do your Research Project. A guide for students in education and applied social sciences . 3e. London: Sage.

Acknowledgements : spiral by Michèle C. | flickr ccbyncnd2 licence

How to cite this article : Smith, M. K. (1996; 2001, 2007, 2017) What is action research and how do we do it?’, The encyclopedia of pedagogy and informal education. [ https://infed.org/mobi/action-research/ . Retrieved: insert date] .

© Mark K. Smith 1996; 2001, 2007, 2017

Last Updated on December 7, 2020 by infed.org

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Action Research

What is action research.

Action research is a methodology that emphasizes collaboration between researchers and participants to identify problems, develop solutions and implement changes. Designers plan, act, observe and reflect, and aim to drive positive change in a specific context. Action research prioritizes practical solutions and improvement of practice, unlike knowledge generation, which is the priority of traditional methods.  

A diagram representing action research.

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Why is Action Research Important in UX Design?

Action research stands out as a unique approach in user experience design (UX design), among other types of research methodologies and fields. It has a hands-on, practical focus, so UX designers and researchers who engage in it devise and execute research that not only gathers data but also leads to actionable insights and solid real-world solutions. 

The concept of action research dates back to the 1940s, with its roots in the work of social psychologist Kurt Lewin. Lewin emphasized the importance of action in understanding and improving human systems. The approach rapidly gained popularity across various fields, including education, healthcare, social work and community development.  

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Kurt Lewin, the Founder of social psychology.

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In UX design, the incorporation of action research appeared with the rise of human-centered design principles. As UX design started to focus more on users' needs and experiences, the participatory and problem-solving nature of action research became increasingly significant. Action research bridges the gap between theory and practice in UX design. It enables designers to move beyond hypothetical assumptions and base their design decisions on concrete, real-world data. This not only enhances the effectiveness of the design but also boosts its credibility and acceptance among users—vital bonuses for product designers and service designers. 

At its core, action research is a systematic, participatory and collaborative approach to research . It emphasizes direct engagement with specific issues or problems and aims to bring about positive change within a particular context. Traditional research methodologies tend to focus solely on the generation of theoretical knowledge. Meanwhile, action research aims to solve real-world problems and generate knowledge simultaneously .  

Action research helps designers and design teams gather first-hand insights so they can deeply understand their users' needs, preferences and behaviors. With it, they can devise solutions that genuinely address their users’ problems—and so design products or services that will resonate with their target audiences. As designers actively involve users in the research process, they can gather authentic insights and co-create solutions that are both effective and user-centric.  

Moreover, the iterative nature of action research aligns perfectly with the UX design process. It allows designers to continuously learn from users' feedback, adapt their designs accordingly, and test their effectiveness in real-world contexts. This iterative loop of planning, acting, observing and reflecting ensures that the final design solution is user-centric. However, it also ensures that actual user behavior and feedback validates the solution that a design team produces, which helps to make action research studies particularly rewarding for some brands. 

An image of people around a table.

Designers can continuously learn from users’ feedback in action research and iterate accordingly.

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What is The Action Research Process?

Action research in UX design involves several stages. Each stage contributes to the ultimate goal: to create effective and user-centric design solutions. Here is a step-by-step breakdown of the process:  

1. Identify the Problem

This could be a particular pain point users are facing, a gap in the current UX design, or an opportunity for improvement.  

2. Plan the Action

Designers might need to devise new design features, modify existing ones or implement new user interaction strategies.  

3. Implement the Action

Designers put their planned actions into practice. They might prototype the new design, implement the new features or test the new user interaction strategies.  

4. Observe and Collect Data

As designers implement the action they’ve decided upon, it's crucial to observe its effects and collect data. This could mean that designers track user behaviors, collect user feedback, conduct usability tests or use other data collection methods.  

5. Reflect on the Results

From the collected data, designers reflect on the results, analyze the effectiveness of the action and draw insights. If the action has led to positive outcomes, they can further refine it and integrate it into the final design. If not, they can go back to plan new actions and repeat the process.  

An action research example could be where designers do the following: 

Identification : Designers observe a high abandonment rate during a checkout process for an e-commerce website. 

Planning : They analyze the checkout flow to identify potential friction points.  

Action : They isolate these points, streamline the checkout process, introduce guest checkout and optimize form fields.  

Observation : They monitor changes in abandonment rates and collect user feedback.  

Reflection : They assess the effectiveness of the changes as these reduce checkout abandonment.  

Outcome : The design team notices a significant decrease in checkout abandonment, which leads to higher conversion rates as more users successfully purchase goods.  

What Types of Action Research are there?

Action research splits into three main types: technical, collaborative and critical reflection.  

1. Technical Action Research

Technical action research focuses on improving the efficiency and effectiveness of a system or process. Designers often use it in organizational contexts to address specific issues or enhance operations. This could be where designers improve the usability of a website, optimize the load time of an application or enhance the accessibility of a digital product.  

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2. Collaborative Action Research

Collaborative action research emphasizes the active participation of stakeholders in the research process. It's about working together to identify issues, co-create solutions and implement changes. In the context of UX design, this could mean that designers collaborate with users to co-design a new feature, work with developers to optimize a process, or partner with business stakeholders to align the UX strategy with business goals.  

3. Critical Reflection Action Research

Critical reflection action research aims to challenge dominant power structures and social injustices within a particular context. It emphasizes the importance of where designers and design teams reflect on the underlying assumptions and values that drive research and decision-making processes. In UX design, this could be where designers question the design biases, challenge the stereotypes, and promote inclusivity and diversity in design decisions.  

What are the Benefits and Challenges of Action Research?

Like any UX research method or approach, action research comes with its own set of benefits and challenges.  

Benefits of Action Research

Real-world solutions.

Action research focuses on solving real-world problems. This quality makes it highly relevant and practical. It allows UX designers to create solutions that are not just theoretically sound but also valid in real-world contexts.  

User Involvement

Action research involves users in the research process, which lets designers gather first-hand insights into users' needs, preferences and behaviors. This not only enhances the accuracy and reliability of the research but also fosters user engagement and ownership long before user testing of high-fidelity prototypes.  

Continuous Learning

The iterative nature of action research promotes continuous learning and improvement. It enables designers to adapt their designs based on users' feedback and learn from their successes and failures. They can fine-tune better tools and deliverables, such as more accurate user personas, from their findings.

Author and Human-Computer Interaction Expert, Professor Alan Dix explains personas and why they are important: 

Challenges of Action Research

Time- and resource-intensive.

Action research involves multiple iterations of planning, acting, observing and reflecting, which can be time- and resource-intensive. 

Complexity of Real-world Contexts

It can be difficult to implement changes and observe their effects in real-world contexts. This is due to the complexity and unpredictability of real-world situations.  

Risk of Subjectivity

Since action research involves close collaboration with stakeholders, there's a risk of subjectivity and bias influencing the research outcomes. It's crucial for designers to maintain objectivity and integrity throughout the research process. 

Ethical Considerations

It can be a challenge to ensure all participants understand the nature of the research and agree to participate willingly. Also, it’s vital to safeguard the privacy of participants and sensitive data.  

Scope Creep

The iterative nature of action research might lead to expanding goals, and make the project unwieldy.  

Generalizability

The contextual focus of action research may limit the extent to which designers can generalize findings from field studies to other settings.  

Best Practices and Tips for Successful Action Research

1. define clear objectives.

To begin, designers should define clear objectives. They should ask the following: 

What is the problem to try to solve? 

What change is desirable as an outcome?  

To have clear objectives will guide their research process and help them stay focused.  

2. Involve Users

It’s vital to involve users in the research process. Designers should collaborate with them to identify issues, co-create solutions and implement changes in real time. This will not only enhance the relevance of the research but also foster user engagement and ownership.  

3. Use a Variety of Data Collection Methods

To conduct action research means to observe the effects of changes in real-world contexts. This requires a variety of data collection methods. Designers should use methods like surveys, user interviews, observations and usability tests to gather diverse and comprehensive data. 

UX Strategist and Consultant, William Hudson explains the value of usability testing in this video: 

4. Reflect and Learn

Action research is all about learning from action. Designers should reflect on the outcomes of their actions, analyze the effectiveness of their solutions and draw insights. They can use these insights to inform their future actions and continuously improve the design.  

5. Communicate and Share Findings

Lastly, designers should communicate and share their findings with all stakeholders. This not only fosters transparency and trust but also facilitates collective learning and improvement.  

What are Other Considerations to Bear in Mind with Action Research?

Quantitative data.

Action research involves both qualitative and quantitative data, but it's important to remember to place emphasis on qualitative data. While quantitative data can provide useful insights, designers who rely too heavily on it may find a less holistic view of the user experience. 

Professor Alan Dix explains the difference between quantitative and qualitative data in this video: 

User Needs and Preferences

Designers should focus action research on understanding user needs and preferences. If they ignore these in favor of more technical considerations, the resulting design solutions may not meet users' expectations or provide them with a satisfactory experience.  

User Feedback

It's important to seek user feedback at each stage of the action research process. Without this feedback, designers may not optimize design solutions for user needs. For example, they may find the information architecture confusing. Additionally, without user feedback, it can be difficult to identify any unexpected problems that may arise during the research process.  

Time Allocation

Action research requires time and effort to ensure successful outcomes. If designers or design teams don’t permit enough time for the research process, it can lead to rushed decisions and sloppy results. It's crucial to plan ahead and set aside enough time for each stage of the action research process—and ensure that stakeholders understand the time-consuming nature of research and digesting research findings, and don’t push for premature results. 

Contextual Factors

Contextual factors such as culture, environment and demographics play an important role in UX design. If designers ignore these factors, it can lead to ineffective design solutions that don't properly address users' needs and preferences or consider their context.  

Professor Alan Dix explains the need to consider users’ culture in design, in this video: 

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Overall, in the ever-evolving field of UX design, this is one methodology that can serve as a powerful research tool for driving positive change and promoting continuous learning. Since to do action research means to actively involve users in the research process and research projects, and focus on real-world problem-solving, it allows designers to create more user-centered designs. These digital solutions and services will be more likely to resonate with the target users and deliver exceptional user experiences.  

Despite its challenges, the benefits of action research far outweigh the risks. Action research is therefore a valuable approach for UX designers who are keen on creating a wide range of impactful and sustainable design solutions. The biggest lesson with action research is to ensure that user needs and preferences are at the center of the research process. 

Learn More about Action Research  

Take our User Research: Methods and Best Practices course.  

Take our Master Class Radical Participatory Design: Insights From NASA’s Service Design Lead with Victor Udoewa, Service Design Lead, NASA SBIR/STTR Program. 

Read more in-depth information in 3 things design thinking can learn from action research by Amin Mojtahedi, PhD . 

Find additional insights in What Technical Communicators and UX Designers Can Learn From Participatory Action Research by Guiseppe . 

Discover more insights and tips in Action Research: Steps, Benefits, and Tips by Lauren Stewart .

Questions related to Action Research

Action research and design thinking are both methodologies to solve problems and implement changes, but they have different approaches and emphases. Here's how they differ:  

Objectives  

Action research aims to solve specific problems within a community or organization through a cycle of planning, action, observation and reflection. It focuses on iterative learning and solving real-world problems through direct intervention.  

Design thinking focuses on addressing complex problems by understanding the user's needs, re-framing the problem in human-centric ways, creating many ideas in brainstorming sessions, and adopting a hands-on approach in prototyping and testing. It emphasizes innovation and the creation of solutions that are desirable, feasible and viable.  

Process  

Action research involves a cyclic process that includes:  

- Identify a problem.  

- Plan an action.  

- Implement the action.  

- Observe and evaluate the outcomes.  

- Reflect on the findings and plan the next cycle. 

Design thinking follows a non-linear, iterative process that typically includes five phases:  

- Empathize: Understand the needs of those you're designing for.  

- Define: Clearly articulate the problem you want to solve.  

- Ideate: Brainstorm a range of creative solutions.  

- Prototype: Build a representation of one or more of your ideas.  

- Test: Return to your original user group and test your idea for feedback.  

User Involvement  

Action research actively involves participants in the research process. The participants are co-researchers and have a direct stake in the problem at hand.  

Design thinking prioritizes empathy with users and stakeholders to ensure that the solutions are truly user-centered. While users are involved, especially in the empathy and testing phases, they may not be as deeply engaged in the entire process as they are in action research.  

Outcome  

Action research typically aims for practical outcomes that directly improve practices or address issues within the specific context studied. Its success is measurable by the extent of problem resolution or improvement.  

Design thinking seeks to generate innovative solutions that may not only solve the identified problem but also provide a basis for new products, services or ways of thinking. The success is often measurable in terms of innovation, user satisfaction and feasibility of implementation.  

In summary, while both action research and design thinking are valuable in addressing problems, action research is more about participatory problem-solving within specific contexts, and design thinking is about innovative solution-finding with a strong emphasis on user needs. 

Take our Design Thinking: The Ultimate Guide course. 

    

To define the research question in an action research project, start by identifying a specific problem or area of interest in your practice or work setting. Reflect on this issue deeply to understand its nuances and implications. Then, narrow your focus to a question that is both actionable and researchable. This question should aim to explore ways to improve, change or understand the problem better. Ensure the question is clear, concise and aligned with the goals of your project. It must invite inquiry and suggest a path towards finding practical solutions or gaining deeper insights. 

For instance, if you notice a decline in user engagement with a product, your research question could be, "How can we modify the user interface of our product to enhance user engagement?" This question clearly targets an improvement, focuses on a specific aspect (the user interface) and implies actionable outcomes (modifications to enhance engagement). 

Take our Master Class Radical Participatory Design: Insights From NASA’s Service Design Lead with Victor Udoewa, Service Design Lead, NASA SBIR/STTR Program.  

Designers use several tools and methods in action research to explore problems and implement solutions. Surveys allow them to gather feedback from a broad audience quickly. Interviews offer deep insights through personal conversations, focusing on users' experiences and needs. Observations help designers understand how people interact with products or services in real environments. Prototyping enables the testing of ideas and concepts through tangible models, and allows for immediate feedback and iteration. Finally, case studies provide detailed analysis of specific instances and offer valuable lessons and insights. 

These tools and methods empower designers to collect data, analyze findings and make informed decisions. When designers employ a combination of these approaches, they ensure a comprehensive understanding of the issues at hand and develop effective solutions. 

CEO of Experience Dynamics, Frank Spillers explains the need to be clear about the problem that designers should address: 

To engage stakeholders in an action research project, first identify all individuals or groups with an interest in the project's outcome. These might include users, team members, clients or community representatives. Clearly communicate the goals, benefits and expected outcomes of the project to them. Use presentations, reports, or informal meetings to share your vision and how their involvement adds value. 

Involve stakeholders early and often by soliciting their feedback through surveys, interviews or workshops. This inclusion not only provides valuable insights but also fosters a sense of ownership and commitment to the project. Establish regular update meetings or newsletters to keep stakeholders informed about progress, challenges and successes. Finally, ensure there are clear channels for stakeholders to share their input and concerns throughout the project. 

This approach creates a collaborative environment where stakeholders feel valued and engaged, leading to more meaningful and impactful outcomes. 

To measure the impact of an action research project, start by defining clear, measurable objectives at the beginning. These objectives should align with the goals of your project and provide a baseline against which you can measure progress. Use quantitative metrics such as increased user engagement, sales growth or improved performance scores for a tangible assessment of impact. Incorporate qualitative data as well, such as user feedback and case studies, to understand the subjective experiences and insights gained through the project. 

Conduct surveys or interviews before and after the project to compare results and identify changes. Analyze this data to assess how well the project met its objectives and what effect it had on the target issue or audience. Document lessons learned and unexpected outcomes to provide a comprehensive view of the project's impact. This approach ensures a holistic evaluation, combining numerical data and personal insights to gauge the success and influence of your action research project effectively. 

Take our Master Class Design KPIs: From Insights to Impact with Vitaly Friedman, Senior UX consultant, European Parliament, and Creative Lead, Smashing Magazine. 

When unexpected results or obstacles emerge during action research, first, take a step back and assess the situation. Identify the nature of the unexpected outcome or obstacle and analyze its potential impact on your project. This step is crucial for understanding the issue at hand. 

Next, communicate with your team and stakeholders about the situation. Open communication ensures everyone understands the issue and can contribute to finding a solution. 

Then, consider adjusting your research plan or design strategy to accommodate the new findings or to overcome the obstacles. This might involve revisiting your research questions, methods or even the design problem you are addressing. 

Always document these changes and the reasons behind them. This documentation will be valuable for understanding the project's evolution and for future reference. 

Finally, view these challenges as learning opportunities. Unexpected results can lead to new insights and innovations that strengthen your project in the long run. 

By remaining flexible, communicating effectively, and being willing to adjust your approach, you can navigate the uncertainties of action research and continue making progress towards your goals. 

Professor Alan Dix explains externalization, a creative process that can help designers to adapt to unexpected roadblocks and find a good way forward: 

Action research can significantly contribute to inclusive and accessible design by directly involving users with diverse needs in the research and design process. When designers engage individuals from various backgrounds, abilities and experiences, they can gain a deeper understanding of the wide range of user requirements and preferences. This approach ensures that the products or services they develop cater to a broader audience, including those with disabilities. 

Furthermore, action research allows for iterative testing and feedback loops with users. This quality enables designers to identify and address accessibility challenges early in the design process. The continuous engagement helps in refining designs to be more user-friendly and inclusive. 

Additionally, action research fosters a culture of empathy and understanding within design teams, as it emphasizes the importance of seeing the world from the users' perspectives. This empathetic approach leads to more thoughtful and inclusive design decisions, ultimately resulting in products and services that are accessible to everyone. 

By prioritizing inclusivity and accessibility through action research, designers can create more equitable and accessible solutions that enhance the user experience for all. 

Take our Master Class How to Design for Neurodiversity: Inclusive Content and UX with Katrin Suetterlin, UX Content Strategist, Architect and Consultant. 

To ensure the reliability and validity of data in action research, follow these steps: 

Define clear research questions: Start with specific, clear research questions to guide your data collection. This clarity helps in gathering relevant and focused data. 

Use multiple data sources: Collect data from various sources to cross-verify information. This triangulation strengthens the reliability of your findings. 

Apply consistent methods: Use consistent data collection methods throughout your research. If conducting surveys or interviews, keep questions consistent across participants to ensure comparability. 

Engage in peer review: Have peers or experts review your research design and data analysis. Feedback can help identify biases or errors, and enhance the validity of your findings. 

Document the process: Keep detailed records of your research process, including how you collected and analyzed data. Documentation allows others to understand and validate your research methodology. 

Test and refine instruments: If you’re using surveys or assessment tools, test them for reliability and validity before using them extensively. Pilot testing helps refine these instruments, and ensures they accurately measure what they intend to. 

When you adhere to these principles, you can enhance the reliability and validity of your action research data, leading to more trustworthy and impactful outcomes. 

Take our Data-Driven Design: Quantitative Research for UX course.  

To analyze data collected during an action research project, follow these steps: 

Organize the data: Begin by organizing your data, categorizing information based on types, sources or research questions. This organization makes the data manageable and prepares you for in-depth analysis. 

Identify patterns and themes: Look for patterns, trends and themes within your data. This might mean to code qualitative data or use statistical tools for quantitative data to uncover recurring elements or significant findings. 

Compare findings to objectives: Match your findings against the research objectives. Assess how the data answers your research questions or addresses the issues you set out to explore. 

Use software tools: Consider using data analysis software, especially for complex or large data sets. Tools like NVivo for qualitative data or SPSS for quantitative data can simplify analysis and help in identifying insights. 

Draw conclusions: Based on your analysis, draw conclusions about what the data reveals. Look for insights that answer your research questions or offer solutions to the problem you are investigating. 

Reflect and act: Reflect on the implications of your findings. Consider how they impact your understanding of the research problem and what actions they suggest for improvement or further investigation. 

This approach to data analysis ensures a thorough understanding of the collected data, allowing you to draw meaningful conclusions and make informed decisions based on your action research project. 

Professor Ann Blandford, Professor of Human-Computer Interaction, UCL explains valuable aspects of data collection in this video: 

Baskerville, R. L., & Wood-Harper, A. T. (1996). A critical perspective on action research as a method for information systems research . Journal of Information Technology, 11(3), 235-246.   

This influential paper examines the philosophical underpinnings of action research and its application in information systems research, which is closely related to UX design. It highlights the strengths of action research in addressing complex, real-world problems, as well as the challenges in maintaining rigor and achieving generalizability. The paper helped establish action research as a valuable methodology in the information systems and UX design fields.  

Di Mascio, T., & Tarantino, L. (2015). New Design Techniques for New Users: An Action Research-Based Approach . In Proceedings of the 17th International Conference on Human-Computer Interaction with Mobile Devices and Services Adjunct (pp. 83-96). ACM. 

This paper describes an action research project that aimed to develop a novel data gathering technique for understanding the context of use of a technology-enhanced learning system for children. The authors argue that traditional laboratory experiments struggle to maintain relevance to the real world, and that action research, with its focus on solving practical problems, is better suited to addressing the needs of new ICT products and their users. The paper provides insights into the action research process and reflects on its value in defining new methods for solving complex, real-world problems. The work is influential in demonstrating the applicability of action research in the field of user experience design, particularly for designing for new and underserved user groups. 

Villari, B. (2014). Action research approach in design research . In Proceedings of the 5th STS Italia Conference A Matter of Design: Making Society through Science and Technology (pp. 306-316). STS Italia Publishing.  

This paper explores the application of action research in the field of design research. The author argues that design is a complex practice that requires interdisciplinary skills and the ability to engage with diverse communities. Action research is presented as a research strategy that can effectively merge theory and practice, linking the reflective dimension to practical activities. The key features of action research highlighted in the paper are its context-dependent nature, the close relationship between researchers and the communities involved, and the iterative process of examining one's own practice and using research insights to inform future actions. The paper is influential in demonstrating the value of action research in addressing the challenges of design research, particularly in terms of bridging the gap between theory and practice and fostering collaborative, user-centered approaches to design.  

Brandt, E. (2004). Action research in user-centred product development . AI & Society, 18(2), 113-133.  

This paper reports on the use of action research to introduce new user-centered work practices in two commercial product development projects. The author argues that the growing complexity of products and the increasing importance of quality, usability, and customization demand new collaborative approaches that involve customers and users directly in the development process. The paper highlights the value of using action research to support these new ways of working, particularly in terms of creating and reifying design insights in representations that can foster collaboration and continuity throughout the project. The work is influential in demonstrating the applicability of action research in the context of user-centered product development, where the need to bridge theory and practice and engage diverse stakeholders is paramount. The paper provides valuable insights into the practical challenges and benefits of adopting action research in this domain. 

1. Reason, P., & Bradbury, H. (Eds.). (2001). Handbook of action research: Participative inquiry and practice . SAGE Publications.  

This comprehensive handbook is considered a seminal work in the field of action research. It provides a thorough overview of the history, philosophical foundations, and diverse approaches to action research. The book features contributions from leading scholars and practitioners, covering topics such as participatory inquiry, critical action research, and the role of action research in organizational change and community development. It has been highly influential in establishing action research as a rigorous and impactful research methodology across various disciplines. 

 2. Stringer, E. T. (2013). Action Research (4th ed.) . SAGE Publications.  

This book by Ernest T. Stringer is a widely recognized and accessible guide to conducting action research. It provides clear, step-by-step instructions on the action research process, including gathering information, interpreting and explaining findings, and taking action to address practical problems. The book is particularly valuable for novice researchers and practitioners in fields such as education, social work, and community development, where action research is commonly applied. Its practical approach and real-life examples have made it a go-to resource for those seeking to engage in collaborative, solution-oriented research. 

3. McNiff, J. (2017). Action Research: All You Need to Know (1st ed.) . SAGE Publications.   

This book by Jean McNiff provides a comprehensive guide to conducting action research projects. It covers the key steps of the action research process, including identifying a problem, developing an action plan, implementing changes, and reflecting on the outcomes. The book is influential in the field of action research as it offers practical advice and strategies for practitioners across various disciplines, such as education, healthcare, and organizational development. It emphasizes the importance of critical reflection, collaboration, and the integration of theory and practice, making it a valuable resource for those seeking to engage in rigorous, transformative research. 

Answer a Short Quiz to Earn a Gift

What is a primary characteristic of action research in UX design?

  • It drives practical changes through iterative cycles.
  • It focuses solely on theoretical knowledge.
  • It relies on external consultants to dictate changes.

Which type of action research improves system efficiency and effectiveness?

  • Collaborative Action Research
  • Critical Reflection Action Research
  • Technical Action Research

What role do stakeholders play in collaborative action research?

  • They participate actively in co-creating solutions.
  • They provide financial support only.
  • They review and approve final designs.

How do users in action research benefit the design process?

  • They help make sure designs meet actual user needs and preferences.
  • They help speed up the design process significantly.
  • They limit the scope of design innovations.

What is the purpose of the reflection stage in the action research process?

  • To document the research process for publication only
  • To evaluate the effectiveness of actions and plan further improvements
  • To finalize the product design without further changes

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Literature on Action Research

Here’s the entire UX literature on Action Research by the Interaction Design Foundation, collated in one place:

Learn more about Action Research

Take a deep dive into Action Research with our course User Research – Methods and Best Practices .

How do you plan to design a product or service that your users will love , if you don't know what they want in the first place? As a user experience designer, you shouldn't leave it to chance to design something outstanding; you should make the effort to understand your users and build on that knowledge from the outset. User research is the way to do this, and it can therefore be thought of as the largest part of user experience design .

In fact, user research is often the first step of a UX design process—after all, you cannot begin to design a product or service without first understanding what your users want! As you gain the skills required, and learn about the best practices in user research, you’ll get first-hand knowledge of your users and be able to design the optimal product—one that’s truly relevant for your users and, subsequently, outperforms your competitors’ .

This course will give you insights into the most essential qualitative research methods around and will teach you how to put them into practice in your design work. You’ll also have the opportunity to embark on three practical projects where you can apply what you’ve learned to carry out user research in the real world . You’ll learn details about how to plan user research projects and fit them into your own work processes in a way that maximizes the impact your research can have on your designs. On top of that, you’ll gain practice with different methods that will help you analyze the results of your research and communicate your findings to your clients and stakeholders—workshops, user journeys and personas, just to name a few!

By the end of the course, you’ll have not only a Course Certificate but also three case studies to add to your portfolio. And remember, a portfolio with engaging case studies is invaluable if you are looking to break into a career in UX design or user research!

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All open-source articles on Action Research

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An Introduction to Action Research

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Educational Research Basics by Del Siegle

Action research.

An Introduction to Action Research Jeanne H. Purcell, Ph.D.

 Your Options

  • Review Related Literature
  • Examine the Impact of an Experimental Treatment
  • Monitor Change
  • Identify Present Practices
  • Describe Beliefs and Attitudes

Action Research Is…

  • Action research is a three-step spiral process of (1) planning which involves fact-finding, (2) taking action, and (3) fact-finding about the results of the action. (Lewin, 1947)
  • Action research is a process by which practitioners attempt to study their problems scientifically in order to guide, correct, and evaluate their decisions and action. (Corey, 1953).
  • Action research in education is study conducted by colleagues in a school setting of the results of their activities to improve instruction. (Glickman, 1990)
  • Action research is a fancy way of saying Let’s study what s happening at our school and decide how to make it a better place. (Calhoun,1994)

Conditions That Support Action Research

  • A faculty where a majority of teachers wish to improve some aspect (s) of education in their school.
  • Common agreement about how collective decisions will be made and implemented.
  • A team that is willing to lead the initiative.
  • Study groups that meet regularly.
  • A basic knowledge of the action research cycle and the rationale for its use.
  • Someone to provide technical assistance and/or support.

The Action Research Cycle

  • Identify an area of interest/problem.
  • Identify data to be collected, the format for the results, and a timeline.
  • Collect and organize the data.
  • Analyze and interpret the data.
  • Decide upon the action to be taken.
  • Evaluate the success of the action.

Collecting Data: Sources

Existing Sources

  • Attendance at PTO meetings
  • + and – parent communications
  • Office referrals
  • Special program enrollment
  • Standardized scores

Inventive Sources

  • Interviews with parents
  • Library use, by grade, class
  • Minutes of meetings
  • Nature and amount of in-school assistance related to the innovation
  • Number of books read
  • Observation journals
  • Record of peer observations
  • Student journals
  • Teacher journals
  • Videotapes of students: whole class instruction
  • Videotapes of students: Differentiated instruction
  • Writing samples

Collecting Data: From Whom?

  • From everyone when we are concerned about each student’s performance.
  • From a sample when we need to increase our understanding while limiting our expenditure of time and energy; more in-depth interviews or observations may follow.

Collecting Data: How Often?

  • At regular intervals
  • At critical points

Collecting Data: Guidelines

  • Use both existing and inventive data sources.
  • Use multiple data sources.
  • Collect data regularly.
  • Seek help, if necessary.

Organizing Data

  • Keep it simple.
  • Disaggregate numbers from interviews and other qualitative types of data.
  • Plan plenty of time to look over and organize the data.
  • Seek technical assistance if needed.

Analyzing Data

  • What important points do they data reveal?
  • What patterns/trends do you note? What might be some possible explanations?
  • Do the data vary by sources? Why might the variations exist?
  • Are there any results that are different from what you expected? What might be some hypotheses to explain the difference (s)?
  • What actions appear to be indicated?

Taking Action

  • Do the data warrant action?
  • What might se some short-term actions?
  • What might be some long-term actions?
  • How will we know if our actions have been effective?
  • What benchmarks might we expect to see along the way to effectiveness ?

Action Plans

  • Target date
  • Responsibility
  • Evidence of Effectiveness

Action Research Handout

Bibliography

Brubacher, J. W., Case, C. W., & Reagan, T. G. (1994). Becoming a reflective educator . Thousand Oaks: CA: Corwin Press.

Burnaford, G., Fischer, J., & Hobson, D. (1996). Teachers doing research . Mahwah, NJ: Lawrence Erlbaum.

Calhoun, Emily (1994). How to use action research in the self-renewing school . Alexandria, VA: ASCD.

Corey, S. M. (1953). Action research to improve school practices . New York: Teachers College Press.

Glickman, C. D. (1990). Supervision of instruction: A developmental approach . Boston: Allyn and Bacon.

Hubbard, R. S. & Power, B. M. (1993). The art of classroom inquiry . Portsmouth, NH: Heineman.

Lewin, K. (1947). Group decisions and social change. In Readings in social psychology . (Eds. T M. Newcomb and E. L. Hartley). New York: Henry Holt.

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  • Knowledge Base
  • Methodology
  • What Is Action Research? | Definition & Examples

What Is Action Research? | Definition & Examples

Published on 27 January 2023 by Tegan George . Revised on 21 April 2023.

Action research Cycle

Table of contents

Types of action research, action research models, examples of action research, action research vs. traditional research, advantages and disadvantages of action research, frequently asked questions about action research.

There are 2 common types of action research: participatory action research and practical action research.

  • Participatory action research emphasises that participants should be members of the community being studied, empowering those directly affected by outcomes of said research. In this method, participants are effectively co-researchers, with their lived experiences considered formative to the research process.
  • Practical action research focuses more on how research is conducted and is designed to address and solve specific issues.

Both types of action research are more focused on increasing the capacity and ability of future practitioners than contributing to a theoretical body of knowledge.

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Action research is often reflected in 3 action research models: operational (sometimes called technical), collaboration, and critical reflection.

  • Operational (or technical) action research is usually visualised like a spiral following a series of steps, such as “planning → acting → observing → reflecting.”
  • Collaboration action research is more community-based, focused on building a network of similar individuals (e.g., college professors in a given geographic area) and compiling learnings from iterated feedback cycles.
  • Critical reflection action research serves to contextualise systemic processes that are already ongoing (e.g., working retroactively to analyse existing school systems by questioning why certain practices were put into place and developed the way they did).

Action research is often used in fields like education because of its iterative and flexible style.

After the information was collected, the students were asked where they thought ramps or other accessibility measures would be best utilised, and the suggestions were sent to school administrators. Example: Practical action research Science teachers at your city’s high school have been witnessing a year-over-year decline in standardised test scores in chemistry. In seeking the source of this issue, they studied how concepts are taught in depth, focusing on the methods, tools, and approaches used by each teacher.

Action research differs sharply from other types of research in that it seeks to produce actionable processes over the course of the research rather than contributing to existing knowledge or drawing conclusions from datasets. In this way, action research is formative , not summative , and is conducted in an ongoing, iterative way.

As such, action research is different in purpose, context, and significance and is a good fit for those seeking to implement systemic change.

Action research comes with advantages and disadvantages.

  • Action research is highly adaptable , allowing researchers to mould their analysis to their individual needs and implement practical individual-level changes.
  • Action research provides an immediate and actionable path forward for solving entrenched issues, rather than suggesting complicated, longer-term solutions rooted in complex data.
  • Done correctly, action research can be very empowering , informing social change and allowing participants to effect that change in ways meaningful to their communities.

Disadvantages

  • Due to their flexibility, action research studies are plagued by very limited generalisability  and are very difficult to replicate . They are often not considered theoretically rigorous due to the power the researcher holds in drawing conclusions.
  • Action research can be complicated to structure in an ethical manner . Participants may feel pressured to participate or to participate in a certain way.
  • Action research is at high risk for research biases such as selection bias , social desirability bias , or other types of cognitive biases .

Action research is conducted in order to solve a particular issue immediately, while case studies are often conducted over a longer period of time and focus more on observing and analyzing a particular ongoing phenomenon.

Action research is focused on solving a problem or informing individual and community-based knowledge in a way that impacts teaching, learning, and other related processes. It is less focused on contributing theoretical input, instead producing actionable input.

Action research is particularly popular with educators as a form of systematic inquiry because it prioritizes reflection and bridges the gap between theory and practice. Educators are able to simultaneously investigate an issue as they solve it, and the method is very iterative and flexible.

A cycle of inquiry is another name for action research . It is usually visualized in a spiral shape following a series of steps, such as “planning → acting → observing → reflecting.”

Sources for this article

We strongly encourage students to use sources in their work. You can cite our article (APA Style) or take a deep dive into the articles below.

George, T. (2023, April 21). What Is Action Research? | Definition & Examples. Scribbr. Retrieved 3 June 2024, from https://www.scribbr.co.uk/research-methods/action-research-cycle/
Cohen, L., Manion, L., & Morrison, K. (2017). Research methods in education (8th edition). Routledge.
Naughton, G. M. (2001).  Action research (1st edition). Routledge.

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Tegan George

Tegan George

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Examples

Research Action Plan

plan of action in research

It is a fact that a research action plan is needed not only to provide a solution for an existing problem but also to provide detailed information for a new study. Research action plans are conducted by numerous individuals and groups on different fields (i.e., business, science, academe, government, technology, etc.).

Research Action Plan Template

Research Action Plan Template

  • Google Docs

Size: A4, US

To guide you in creating a research action plan, we have provided some examples (in PDF format) as well as tips on how to create a research action plan.

Action Plan Template

Action Plan Template1

  • Apple Pages

Size: 36 KB

Action Plan Template to Print

Action Plan Template to Print

User Research Action Plan Example

User Research Action Plan Example

Size: 71 KB

New Research Plan Outline Example

New Research Plan Outline Example

Size: 273 KB

Research Action Proposal Outline Example

Research Action Proposal Outline Example

Size: 40 KB

The Importance of Creating a Research Action Plan

The importance of research action plans cannot be understated. As previously mentioned, they are conducted by various individuals and groups on various fields. Although they are commonly used by business entities and scientific organizations, they are also used by academe (by both professors and students alike), government, technology, sports, and social welfare groups. You may also see quality plan examples & samples .

We will be discussing below the importance of research action plans to each sector that was mentioned.

1. Business

This is where research action plans are constantly created and used. Business entities, specifically companies, conduct research for various reasons. Some do research to develop a new product or improve an existing one, some do research to analyze a new market, some do it for investment analysis , while some companies do it to improve their competitive advantage.

The reasons are not limited to the ones mentioned above, as they are other numerous reasons why companies conduct research. But despite the reason, business research is always aimed toward two things: profitability and sustainability.

Similar to business entities, scientific organizations also do heavy research. Scientific research is always aimed to provide better living conditions for not only humans but all the organisms living on this planet. Additionally, scientific research also centers on discovering things that were not deemed possible before (for example: evolution, relativity, space travel, etc.). You may also like company plan examples & samples .

3. Technology

Science and technology are always intertwined. Technology uses scientific processes to discover new objects and possibilities, while science uses technology to do the same thing. Since the dawn of the digital age, technology has been moving at a breakneck speed. Research has resulted in the most groundbreaking technological discoveries in the 21st century, and more is yet it to come in the next few years. You may also check out advertising plan examples & samples .

The images you see in movies (for example, the Iron Man or Black Panther suit, hologram interaction, nanotechnology) will all be possible sooner than you think.

4. Government

The most advanced and progressive countries rely on their government to do research. Either research to develop new infrastructure, improve transportation and utility systems, eradicate poverty, or to increase foreign and domestic investors, research has been key to improve a country’s economic standing and decrease national debt. You might be interested in sales plan examples .

Similar to science and technology, government and academe are also intertwined in which both sectors benefit each other. In most countries, government asks the assistance of academic institutions to create a research action plan, especially in studies relating to education. You may have also noticed that various educators have taken government positions to extend their expertise to the government. You may also see event plan examples & samples .

Playing sports is both a great pastime and a great money earner. There is money in sports, which is why numerous organizations turn it into a business. Sports-centered research do not only focus on increasing physical abilities and skills but also on marketing. Sports apparel companies like Adidas and Nike, as well as sports personalities like Michael Jordan and Lionel Messi, have all benefited not only from sports health and wellness research but also from sports marketing research. You may also like daily plan examples & samples .

7. Social Welfare

Social welfare is a subcategory of government, but this focuses on human resource specifically the improving of living conditions of individuals and communities.

Social welfare is very important as human resource provides the backbone of every country. If individuals are struggling to meet their daily needs, they become unhealthy and unfocused, thus reducing their effectiveness as being part of the country’s workforce. An unproductive workforce cannot support the government in any way possible. You may also check out management plan examples .

That is why research based on social welfare helps government identify and solve issues in regards to their citizens, aiding them to improve their financial standing to become more effective and efficient in their respective industries.

Market Research Action Plan Example

Market Research Action Plan Example

Size: 253 KB

Research Plan Proposal Example

Research Plan Proposal Example

Size: 56 KB

Research Proposal Template Example

Research Proposal Template Example

Size: 65 KB

Research Action Plan Outline Example

Research Action Plan Outline Example

Size: 96 KB

Basic Research Action Plan Outline

There is no standard outline in creating a research action plan. But there are sections in which are found in most research action plans. Listed below is a basic research action plan outline which is highly recommended when you will be making your own research plan in the future. You may also see annual plan examples and samples .

Feel free to edit and add sections from the PDF research action plan examples we provided if you think some sections are relevant to your research.

1. Introduction

Sometimes, researchers tend to overlook the introduction as it does not contain the meat of the study. But the introduction is as important as the other sections of the research action plan.

The introduction contains information on why the research is being conducted, and also provides info on how the research will affect the industry or sector it was based on. Remember that the introduction is not a summary of the research . That section is called “abstract.” The abstract is written once the study has been accomplished, and is usually inserted after the introduction.

2. Statement of the Problem

The general statement of the problem identifies the problems or issues that need to be solved in the research. The statement of the problem is usually formulated using WH and H questions, but those questions need to be very specific. Providing general questions will be difficult for the researcher especially when he reaches the data-gathering stage.

Here is an example of a “how” question in a problem statement for a research focusing on hologram smartphone development in 2018:

Incorrect (general): How can smartphone companies develop hologram technology in their products in 2018?

Correct (specific): How can the leading smartphone manufacturers Apple, Samsung, and Vivo implement hologram technology in their high-end phones when they have functions and features lined up for their models in the next two years? You may also like audit plan examples & samples .

Based on the examples above, it will be easier for the researcher to conduct the research as he will be focused on three smartphone companies Apple, Samsung, and Vivo instead of all the smartphone manufacturers as stated in the first problem. Additionally, the second problem centers in on the hologram’s impact to the company’s current portfolio of products, while the first problem does not even recognize the current products of the companies. You may also check out work plan examples & samples .

3. Methodology

The methodology identifies the research’s respondents, locale, research design, and data-gathering procedure. This section basically lists down the methods and procedures the researcher will use in his study. The methodology tremendously aids the researcher as he focuses on the methods and procedures he previously chose, creating a more streamlined study that does not stray away from the problems the researcher wants to solve. You might be interested in weekly plan examples & samples .

4. Analysis of Data

Data analysis is basically the meat of the entire study or research. Data analysis is conducted after all the data have been compiled. There are numerous data analysis methods that researchers use, but the one that is actually used depends on the data that was gathered (number of respondents, type of study, research topic, etc.). You may also see implementation plan examples & samples .

Most of the time, a statistician assists the researcher on tabulating the data and also assists in identifying what analysis method to use. Data analysis will help the researcher determine what recommendations to use, so it is crucial that the data should be analyzed carefully. You may also like job plan examples & samples .

5. Recommendation

Recommendations are the result of data analysis. This section answers the statement of the problem through the data that was gathered and analyzed. Make sure each question in the statement of the problem has a corresponding recommendation. Recommendations are basically the solutions to the problems you presented, so again be specific in how you present your recommendations. You may also check out business plan examples .

Here is an example on a recommendation based on the problem listed above. How can the leading smartphone manufacturers Apple, Samsung, and Vivo implement hologram technology in their high-end phones when they have functions and features lined up for their models in the next two years? You might be interested in transition plan examples & samples .

Incorrect (general): The three smartphone companies should have a separate department to produce a new line of products that will implement hologram technology. (No further analysis is discussed).

Correct (specific): Based on 70% of the responses, the three smartphone companies should have a separate department to produce a new line of products that will implement hologram technology. This will create a more smooth production process as two departments will be working on different products, but still under the same company. (Detailed analysis to follow.) You may also see project plan examples .

6. Conclusion

The research conclusion is the last part of the research and serves a similar purpose to the introduction. The conclusion basically reiterates the information that was previously mentioned in the data analysis and recommendation, but it is not the summary of the entire research. The conclusion also agrees on what recommendations were made by the researcher. No further analysis is conducted in the conclusion. You may also like evaluation plan examples & samples .

Doctoral Thesis Research Plan Example

Doctoral Thesis Research Plan Example

Size: 219 KB

Executive Summary for Research Plan Example

Executive Summary for Research Plan Example

Size: 186 KB

Abstract Research Plan Example

Abstract Research Plan Example

Size: 92 KB

We hope you found this article to be informative as well as helpful when you will be making your own research action plan. We also included some examples in PDF to assist you (they are all free to download). Doing research requires long hours of hard work and patience, and sometimes the results do not even go the way you planned them to. The quality of data you compile and your eventual analysis of the said data are not the only determinants on creating a successful research study, as you also need to have a good research action plan .

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Blog What is an Action Plan & How to Write One [With Examples]

What is an Action Plan & How to Write One [With Examples]

Written by: Danesh Ramuthi Oct 26, 2023

action plan

An action plan is a meticulously structured strategy that pinpoints specific steps, tasks and resources vital to turning a goal into reality. It is extremely useful in any project management. 

Crafting an action plan is like plotting a route for a cross-country journey. It’s the strategic map that outlines every step, decision and pitstop needed to reach your ultimate destination.

With a well-thought-out action plan, you’re not just shooting in the dark; you’re making informed, purposeful strides towards your goals. Dive deep with our guide and witness real-world examples that will inspire and guide you.

Need a tool to kickstart your planning? Try out the Venngage business plan maker and explore their extensive collection of action plan templates .

Click to jump ahead: 

What is the purpose of an action plan?

When to develop an action plan, 7 components of a actions plan, 15 action plan examples.

  • How to Write an action plan?

Final thoughts

An action plan serves as a strategic tool designed to outline specific steps, tasks and goals necessary to achieve a particular objective.

Its primary purpose is to provide a clear roadmap and direction for individuals, teams or organizations to follow in order to efficiently and effectively accomplish their goals. 

Action plans break down complex projects into manageable, actionable components, making it easier to track progress and stay on course.

Moreover, action plans play a crucial role in fostering accountability and coordination among team members. By assigning responsibilities and deadlines for each task or milestone, they ensure that everyone involved is aware of their roles and the overall timeline, reducing confusion and enhancing teamwork. 

Additionally, action plans help in resource allocation, budgeting and risk management by enabling stakeholders to identify potential challenges and plan for contingencies. 

Overall, the purpose of an action plan is to transform abstract goals into concrete actions, making them more achievable and measurable while ensuring that the resources and efforts are aligned with the desired outcomes.

Developing an action plan is crucial when you’re looking to achieve a specific goal or outcome. Here are instances when you should consider developing an action plan:

  • Start of an organization : Ideally, an action plan should be developed within the first six months to one year of the start of an organization. This initial plan lays the groundwork for the future direction and growth of the entity.
  • Project initiation : At the start of any project, an action plan helps to clearly define the tasks, responsibilities, and timelines.
  • Goal setting : Whenever you or your organization sets a new goal. Action plans transform these goals from abstract ideas into concrete steps.
  • Strategic planning : For long-term visions and missions, action plans break down the journey into manageable pieces, each with its timeline and responsible parties.
  • Performance improvement : If there are areas where performance is lacking, whether it’s personal or organizational, an action plan can outline the steps needed to elevate performance.

An action plan is a detailed outline that breaks down the steps necessary to achieve a specific goal. Here are the typical components of an action plan.

1. Objective or Goal

The cornerstone of your action plan is the objective or goal. This should be a clear and concise statement outlining the desired outcome or result. Having a well-defined objective provides a direction and purpose to the entire plan, ensuring all tasks and actions are aligned towards achieving this singular aim.

2. Tasks or Actions

Once the objective is set, the next step is to list down the specific tasks or actions required to achieve this goal. These tasks should be broken down into detailed steps, ensuring no essential activity is overlooked. The granularity of these tasks can vary based on the complexity of the goal.

3. Set deadline

For each task or action, set a realistic and achievable deadline. This timeline ensures that the plan stays on track and that momentum is maintained throughout the execution. It also allows for monitoring progress and identifying potential delays early.

4. Resources needed to complete the project

It’s crucial to recognize and list the resources you’ll need to complete the tasks. This can encompass financial resources, human resources, equipment, technological tools or any other assets. Identifying these early ensures that there are no bottlenecks during execution due to a lack of necessary resources.

5. Person responsible

Assign a person or a team for each task. This designation ensures accountability and clarity. When individuals are aware of their responsibilities, it reduces overlap, confusion and ensures that every task has someone overseeing its completion.

6. Potential barriers or challenges

Every plan will face challenges. By anticipating potential barriers or obstacles, you can be better prepared to address them. This proactive approach ensures smoother execution and less reactionary problem-solving.

7. Measurement of key performance indicators (KPIs)

Determine how you’ll measure the success of each task or the plan overall. KPIs are tangible metrics that allow you to gauge progress and determine whether you’re moving closer to your goals and objectives. They offer a quantifiable means to evaluate success.

Action plans serve as blueprints, guiding the steps and resources needed to achieve a specific goal. 

They come in various formats, tailored to different scenarios and objectives. Here, we present a range of action plan examples that cater to diverse purposes and situations. 

From business strategies to simple task lists, these examples illustrate the versatility and importance of well-structured planning.

Business action plan example

A business action plan is essentially a strategy roadmap, meticulously tailored for realizing broader business objectives. By crafting a solid action plan, businesses can channel their resources, manpower and strategies in a direction that harmonizes with their larger vision.

Purple Business Action Plan Template

Key to this plan is the identification and alignment of steps that resonate with the company’s comprehensive strategy, ambitions of growth and aspirations for operational enhancements. 

While this might entail a myriad of specific steps based on unique business goals, some common elements include setting clear key performance indicators (KPIs), undertaking a thorough SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to grasp the current business landscape and establishing a timeline to keep track of progress.

Business Action Plan Template

Furthermore, allocating responsibilities to team members or individuals ensures that every aspect of the strategy has a dedicated focus. Budgeting, essential to the success of the action plan, ensures that every initiative is financially viable and sustainable. 

Red Business Action Plan Template

Regular reviews and iterations based on feedback and changing market dynamics keep the action plan agile and relevant.

Related: 5 Steps to Create an Actionable Employee Development Plan [with Templates & Examples]

Company action plan example

A comprehensive company action plan serves as the strategic linchpin, ensuring a coherent and coordinated approach to realizing organizational goals. Central to this plan is the incorporation of rigorous market research and analysis, which provides insights into consumer behaviors, market trends and potential opportunities. 

Clean Green And Gray Action Plan

Equally vital is the focus on product development and procurement, ensuring that the offerings align with market demands and stand out in terms of quality and relevance. 

Alongside, adept legal and financial management safeguards the company’s interests, ensuring compliance with regulations and prudent fiscal oversight.

Simple Green And Orange Company Action Plan

Moreover, the essence of any successful company action plan lies in its sales and marketing strategies. These define how the products or services are positioned and promoted in the market, ensuring visibility and engagement with the target audience. 

Navy And Yellow Modern Minimalist Action Plan

However, while acquisition is crucial, retention plays an equally significant role. Hence, impeccable customer service and nurturing relationships become indispensable components, fostering loyalty and ensuring that clients remain ambassadors for the brand long after the initial transaction.

Related: 30+ Project Plan Examples to Visualize Your Strategy (2023)

Sales action plan example

A well-structured sales action plan serves as the backbone for systematic and efficient progress. Central to this plan is the identification and utilization of the most effective sales channels, whether they are direct, online or through third-party avenues. 

Strategic Food Sales Action Plan Template

Clarity on the products and services on offer, combined with their unique selling propositions, facilitates tailored and resonant sales pitches. 

Budget considerations ensure that resources are judiciously allocated, balancing the act between expenditures and potential returns. This financial prudence is complemented by setting realistic sales projections, which act as both a motivational target and a yardstick for success.

Timelines, or proposed deadlines, infuse the process with a sense of urgency, ensuring that the momentum of the sales drive is maintained. 

plan of action in research

However, the true measure of the action plan’s efficacy lies in its key performance indicators (KPIs). These metrics, be it lead conversion rates or customer retention figures, serve as tangible markers, highlighting the plan’s strengths and signaling areas that might require recalibration to increase sales.

Food Retailer Sales Action Plan Template

Corrective action plan example

The essence of a corrective action plan lies in its meticulous structure, tailored to address and rectify deviations or inefficiencies identified within an organization. At its core, each action item serves as a focal point, detailing specific areas or processes that require intervention. 

Black and Green Corrective Action Plan

Accompanying each action item is a clear description that provides a comprehensive understanding of the issue at hand. 

However, merely identifying a problem isn’t enough; delving deep into its origins through root cause analysis ensures that solutions target the fundamental issues, rather than just addressing superficial symptoms. 

Green Minimalist Corrective Action Plan

This analysis then paves the way for defining the corrective action, a tangible step or series of steps designed to mitigate the identified problem and prevent its recurrence.

Besides, to ensure the plan’s effectiveness, assigning a responsible person to each action item is paramount. This individual or team is entrusted with the task’s execution, ensuring accountability and focus. 

plan of action in research

The status of each action keeps stakeholders informed about the progress, be it in the planning phase, ongoing, or completed. 

Lastly, setting a due date for each corrective action introduces a sense of urgency and purpose, ensuring that issues are addressed in a timely manner, minimizing disruptions and maximizing operational efficiency.

Simple action plan example

A simple action plan strips away the layers of complexity, offering a concise and direct approach to achieving a goal or addressing an issue. This type of plan is characterized by its straightforward structure, devoid of extraneous details, yet powerfully effective in its clarity. 

It is specifically designed for tasks or objectives that don’t necessitate elaborate strategies or multi-layered approaches.

White and Red Simple Corrective Action Plan

The core components of a simple action plan usually include a clear statement of the task or objective at hand, followed by a sequence of actions or steps to be taken. 

Each step is described succinctly, ensuring that anyone involved has a clear understanding of what is expected. Responsibilities are defined clearly, with each task allocated to an individual or a team, ensuring accountability. Timelines might be integrated, providing a clear framework for completion, even if they’re just broad milestones. 

Simple Yellow And Black Action Plan

Regular check-ins or assessments, although minimal, might be incorporated to monitor progress. 

The beauty of a simple action plan lies in its agility and adaptability, making it particularly suited for individual projects, short-term tasks or situations where a rapid response is required.

Simple Action Plan Flow Chart Template

How to write an action plan?

Creating an effective action plan is a foundational step towards turning aspirations into tangible results. It provides a clear roadmap, ensuring that each step taken aligns with the overall objective.

Whether you’re aiming to enhance a business process or achieve a personal goal, a well-drafted action plan can be your guiding light. Here’s key steps on how you can craft one:

  • Step 1: Establish SMART goals: Initiating with a goal that is specific, measurable, achievable, relevant and time-bound ensures you have a clear and focused endpoint in sight. Smart goals serves as the cornerstone for your entire strategic blueprint.
  • Step 2: Determine necessary tasks: Decompose your overarching objective into smaller, actionable tasks. This modular approach not only makes the mission less daunting but also provides a sequential pathway to goal attainment.
  • Step 3: Assign essential resources: Depending on the tasks at hand, designate necessary resources, be they human, financial or technological. This ensures that every activity has the backing it needs for successful execution.
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  • Open access
  • Published: 03 June 2024

Continue nursing education: an action research study on the implementation of a nursing training program using the Holton Learning Transfer System Inventory

  • MingYan Shen 1 , 2 &
  • ZhiXian Feng 1 , 2  

BMC Medical Education volume  24 , Article number:  610 ( 2024 ) Cite this article

Metrics details

To address the gap in effective nursing training for quality management, this study aims to implement and assess a nursing training program based on the Holton Learning Transfer System Inventory, utilizing action research to enhance the practicality and effectiveness of training outcomes.

The study involved the formation of a dedicated training team, with program development informed by an extensive situation analysis and literature review. Key focus areas included motivation to transfer, learning environment, and transfer design. The program was implemented in a structured four-step process: plan, action, observation, reflection.

Over a 11-month period, 22 nurses completed 14 h of theoretical training and 18 h of practical training with a 100% attendance rate and 97.75% satisfaction rate. The nursing team successfully led and completed 22 quality improvement projects, attaining a practical level of application. Quality management implementation difficulties, literature review, current situation analysis, cause analysis, formulation of plans, implementation plans, and report writing showed significant improvement and statistical significance after training.

The study confirms the efficacy of action research guided by Holton’s model in significantly enhancing the capabilities of nursing staff in executing quality improvement projects, thereby improving the overall quality of nursing training. Future research should focus on refining the training program through long-term observation, developing a multidimensional evaluation index system, exploring training experiences qualitatively, and investigating the personality characteristics of nurses to enhance training transfer effects.

Peer Review reports

Introduction

The “Medical Quality Management Measures“ [ 1 ] and “Accreditation Standards for Tertiary Hospitals (2020 Edition)” [ 2 ] both emphasize the importance of using quality management tools in medical institutions to carry out effective quality management [ 3 ]. However, there is a notable gap in translating theoretical training into effective, practical application in clinical settings [ 4 ]. This gap is further highlighted in the context of healthcare quality management, as evidenced in studies [ 5 ] which demonstrate the universality of these challenges across healthcare systems worldwide.

Addressing this issue, contemporary literature calls for innovative and effective training methods that transition from passive knowledge acquisition to active skill application [ 6 ]. The Holton Learning Transfer System Inventory [ 7 ] provides a framework focusing on key factors such as motivation, learning environment, and transfer design [ 7 , 8 , 9 ]. This study aims to implement a nursing training program based on the Holton model, using an action research methodology to bridge the theoretical-practical gap in nursing education.

Quality management training for clinical nurses has predominantly been characterized by short-term theoretical lectures, a format that often fails to foster deep engagement and lasting awareness among nursing personnel [ 10 ]. The Quality Indicator Project in Taiwan’s nursing sector, operational for over a decade, demonstrates the effective use of collective intelligence and scientific methodologies to address these challenges [ 11 ]. The proposed study responds to the need for training programs that not only impart knowledge but also ensure the practical application of skills in real-world nursing settings, thereby contributing to transformative changes within the healthcare system [ 12 ].

In April 2021, the Nursing Education Department of our hospital launched a quality improvement project training program for nurses. The initiation of this study is underpinned by the evident disconnect between theoretical training and the practical challenges nurses face in implementing quality management initiatives, a gap also identified in the work [ 13 ]. By exploring the efficacy of the Holton Learning Transfer System Inventory, this study seeks to enhance the practical application of training and significantly contribute to the field of nursing education and quality management in healthcare.

Developing a nursing training program with the Holton Learning Transfer System Inventory

Establishing a research team and assigning roles.

There are 10 members in the group who serve as both researchers and participants, aiming to investigate training process issues and solutions. The roles within the group are as follows: the deputy dean in charge of nursing is responsible for program review and organizational support, integrating learning transfer principles in different settings [ 14 ]; the deputy director of the Nursing Education Department handles the design and implementation of the training program, utilizing double-loop learning for training transfer [ 15 ]; the deputy director of the Nursing Department oversees quality control and project evaluation, ensuring integration of evidence-based practices and technology [ 16 ] and the deputy director of the Quality Management Office provides methodological guidance. The remaining members consist of 4 faculty members possessing significant university teaching experience and practical expertise in quality control projects, and 2 additional members who are jointly responsible for educational affairs, data collection, and analysis. Additionally, to ensure comprehensive pedagogical guidance in this training, professors specializing in nursing pedagogy have been specifically invited to provide expertise on educational methodology.

Current situation survey

Based on the Holton Learning Transfer System Inventory (refer to Fig.  1 ), the appropriate levels of Motivation to Improve Work Through Learning (MTIWL), learning environment, and transfer design are crucial in facilitating changes in individual performance, thereby influencing organizational outcomes [ 17 , 18 ]. Motivation to Improve Work Through Learning (MTIWL) is closely linked to expectation theory, fairness theory, and goal-setting theory, significantly impacting the positive transfer of training [ 19 ]. Learning environment encompasses environmental factors that either hinder or promote the application of learned knowledge in actual work settings [ 20 ]. Transfer design, as a pivotal component, includes training program design and organizational planning.

To conduct the survey, the research team retrieved 26 quality improvement reports from the nursing quality information management system, which were generated by nursing units in 2020. A checklist was formulated, and a retrospective evaluation was conducted across eight aspects, namely, team participation, topic selection feasibility, method accuracy, indicator scientificity, program implementation rate, effect maintenance, and promotion and application. Methods employed in the evaluation process included report analysis, on-site tracking, personnel interviews, and data review within the quality information management system [ 21 ]. From the perspective of motivation [ 22 ], learning environment [ 23 ], and transfer design, a total of 14 influencing factors were identified. These factors serve as a reference for designing the training plan and encompass the following aspects: lack of awareness regarding importance, low willingness to participate in training, unclear understanding of individual career development, absence of incentive mechanisms, absence of a scientific training organization model, lack of a training quality management model, inadequate literature retrieval skills and support, insufficient availability of practical training materials and resources, incomplete mastery of post-training methods, lack of cultural construction plans, suboptimal communication methods and venues, weak internal organizational atmosphere, inadequate leadership support, and absence of platforms and mechanisms for promoting and applying learned knowledge.

figure 1

Learning Transfer System Inventory

Development of the training program using the 4W1H approach

Drawing upon Holton’s Learning Transfer System Inventory and the hospital training transfer model diagram, a comprehensive training outline was formulated for the training program [ 24 , 25 ]. The following components were considered:

(1) Training Participants (Who): The training is open for voluntary registration to individuals with an undergraduate degree or above, specifically targeting head nurses, responsible team leaders, and core members of the hospital-level nursing quality control team. Former members who have participated in quality improvement projects such as Plan-Do-Check-Act Circle (PDCA) or Quality control circle (QCC) are also eligible.

(2) Training Objectives (Why): At the individual level, the objectives include enhancing the understanding of quality management concepts, improving the cognitive level and application abilities of project improvement methods, and acquiring the necessary skills for nursing quality improvement project. At the team level, the aim is to enhance effective communication among team members and elevate the overall quality of communication. Moreover, the training seeks to facilitate collaborative efforts in improving the existing nursing quality management system and processes. At the operational level, participants are expected to gain the competence to design, implement, and manage nursing quality improvement project initiatives. Following the training, participants will lead and successfully complete a nursing quality improvement project, which will undergo a rigorous audit.

(3) Training Duration (When): The training program spans a duration of 11 months.

(4) Training Content (What): The program consists of 14 h of theoretical courses and 18 h of practical training sessions, as detailed in Table  1 .

(5) Quality Management Approach (How): To ensure quality throughout the training process, two team members are assigned to monitor the entire training journey. This encompasses evaluating whether quality awareness education, quality management knowledge, and professional skills training are adequately covered. Additionally, attention is given to participants’ learning motivation, the emphasis placed on active participation in training methods, support from hospital management and relevant departments, as well as participants’ satisfaction and assessment results. Please refer to Fig.  2 for a visual representation.

figure 2

In-house training model from Holton Learning Transfer

Implementation of the nursing project training program using the action research method

The first cycle (april 2021).

In the initial cycle, a total of 22 nurses were included as training participants after a self-registration process and qualification review. The criteria used to select these participants, elaborated in Section Development of the training program using the 4W1H approach, ‘Development of the Training Program,’ were meticulously crafted to capture a broad spectrum of experience, expertise, and functional roles within our hospital’s nursing staff. The primary focus was to investigate their learning motivation. The cycle comprised the following key activities:

(1) Training Objectives: The focus was on understanding the learning motivation of the participating nurses.

(2) Theoretical Training Sessions: A total of 7 theoretical training sessions, spanning 14 class hours, were completed. The contents covered various aspects, including an overview of nursing quality improvement projects, methods for selecting project topics, common tools used in nursing quality improvement projects, effective leadership strategies to promote project practices, literature retrieval and evaluation methods, formulation and promotion of project plans, and writing project reports. Detailed course information, including the title, content, and class hours, is listed in Table  1 . At the end of each training session, a course satisfaction survey was conducted.

(3) Assessment and Reporting: Following the completion of the 7 training sessions, a theoretical assessment on quality management knowledge was conducted. Additionally, nurses were organized to present their plans for special projects to be carried out during the training. Several issues were identified during this cycle:

Incomplete Literature Review Skills: Compared to other quality control tools, nursing quality improvement project places more emphasis on the scientific construction of project plans. The theoretical evaluation and interviews with nurses highlighted the incomplete and challenging nature of their literature review skills.

Insufficient Leadership: Among the participants, 6 individuals were not head nurses, which resulted in a lack of adequate leadership for their respective projects.

Learning environment and Support: The learning environment, as well as the support from hospital management and relevant departments, needed to be strengthened.

Second cycle (may-october 2021)

In response to the issues identified during the first cycle, our approach in the second cycle was both corrective and adaptive, focusing on immediate issues while also setting the stage for addressing any emerging challenges. The team members actively implemented improvements during the second cycle. The key actions taken were as follows:

(1) Establishing an Enabling Organizational Environment: The quality management department took the lead, and multiple departments collaborated in conducting the “Hospital Safety and Quality Red May” activity. This initiative aimed to enhance the overall quality improvement atmosphere within the hospital. Themed articles were also shared through the hospital’s WeChat public account.

(2) Salon-style Training Format: The training sessions were conducted in the form of salons, held in a meeting room specifically prepared for this purpose. The room was arranged with a round table, warm yellow lighting, green plants, and a coffee bar, creating a conducive environment for free, democratic, and equal communication among the participants. The salon topics included revising project topic selection, conducting current situation investigations, facilitating communication and guidance for literature reviews, formulating improvement plans, implementing those plans, and writing project reports. After the projects were presented, quality management experts provided comments and analysis, promoting the transformation of training outcomes from mere memory and understanding to higher-level abilities such as application, analysis, and creativity.

(3) Continuous Support Services: Various support services were provided to ensure ongoing assistance. This included assigning nursing postgraduates to aid in literature retrieval and evaluation. Project team members also provided on-site guidance and support, actively engaging in the project improvement process to facilitate training transfer.

(4) Emphasis on Spiritual Encouragement: The Vice President of Nursing Department actively participated in the salons and provided feedback on each occasion. Moreover, the President of the hospital consistently commended the training efforts during the weekly hospital meetings.

Issues identified in this cycle

(1) Inconsistent Ability to Write Project Documents: The proficiency in writing project documents for project improvement varied among participants, and there was a lack of standardized evaluation criteria. This issue had the potential to impact the quality of project dissemination.

(2) Lack of Clarity Regarding the Platform and Mechanism for Training Result Transfer: The platform and mechanisms for transferring training results were not clearly defined, posing a challenge in effectively sharing and disseminating the outcomes of the training.

The third cycle (November 2021-march 2022)

During the third cycle, the following initiatives were undertaken.

(1) Utilizing the “Reporting Standards for Quality Improvement Research (SQUIRE)”, as issued by the US Health Care Promotion Research, to provide guidance for students in writing nursing project improvement reports.

(2) Organizing a hospital-level nursing quality improvement project report meeting to acknowledge and commend outstanding projects.

(3) Compiling the “Compilation of Nursing Quality Improvement Projects” for dissemination and exchange among nurses both within and outside the hospital.

(4) Addressing the issue of inadequate management of indicator monitoring data, a hospital-level quality index management platform was developed. The main evaluation data from the 22 projects were entered into this platform, allowing for continuous monitoring and timely intervention.

Effect evaluation

To assess the efficacy of the training, a diverse set of evaluation metrics, encompassing both outcome and process measures [ 26 ]. These measures can be structured around the four-level training evaluation framework proposed by Donald Kirkpatrick [ 27 ].

Process evaluation

Evaluation method.

To assess the commitment and support within the organization, the process evaluation involved recording the proportion of nurses’ classroom participation time and the presence of leaders during each training session. Additionally, a satisfaction survey was conducted after the training to assess various aspects such as venue layout, time arrangement, training methods, lecturer professionalism, content practicality, and interaction. On-site recycling statistics were also collected for project evaluation purposes.

Evaluation results the results of the process evaluation are as follows

Nurse training participation rate: 100%.

Training satisfaction rate (average): 97.75%.

Proportion of nurses’ participation time in theoretical training sessions (average): 36.88%.

Proportion of nurses’ participation time in salon training sessions (average): 74.23%.

Attendance rate of school-level leaders: 100%.

Results evaluation

Assessment of theoretical knowledge of quality management.

To evaluate the effectiveness in enhancing the trainees’ theoretical knowledge of quality management, the research team conducted assessments before the training, after the first round of implementation, and after the third round of implementation. Assessments to evaluate the effectiveness of the training program were conducted immediately following the first round of implementation, and after the third round of implementation. This dual-timing approach was designed to evaluate both the immediate impact of the training and its sustained effects over time, addressing potential influences of memory decay on the study results. The assessment consisted of a 60-minute examination with different question types, including 30 multiple-choice questions (2 points each), 2 short-answer questions (10 points each), and 1 comprehensive analysis question (20 points). The maximum score achievable was 100 points.

The assessment results are as follows:

Before training (average): 75.05 points.

After the first round of implementation (average): 82.18 points.

After the third round of implementation (average): 90.82 points.

Assessment of difficulty in quality management project implementation

To assess the difficulty of implementing quality management projects, the trainees completed the “Quality Management Project Implementation Difficulty Assessment Form” before and after the training. They self-evaluated 10 aspects using a 5-point scale, with 5 indicating the most difficult and 1 indicating no difficulty. The evaluation results before and after implementation are presented in Table  2 .

Statistically significant differences were found in the following items: literature review, current situation analysis, cause analysis, plan formulation, implementation plan, and report writing. This indicates that the training significantly enhanced the nurses’ confidence and ability to tackle practical challenges.

Evaluation of transfer effect

To assess how effectively the training translated into practical applications. The implementation of the 22 quality improvement projects was evaluated using the application hierarchy analysis table. The specific results are presented in Table  3 .

In addition, the “Nursing Project Guidance Manual” and “Compilation of Nursing Project Improvement Projects” were compiled and distributed to the hospital’s management staff, nurses, and four collaborating hospitals, receiving positive feedback. The lecture titled “Improving Nurses’ Project Improvement Ability Based on the Training Transfer Theory Model” shared experiences with colleagues both within and outside the province in national and provincial teaching sessions in 2022. Furthermore, four papers were published on the subject.

The effectiveness of the training program based on the Holton Learning transfer System Inventory

The level of refined management in hospitals is closely tied to the quality management awareness and skills of frontline medical staff. Quality management training plays a crucial role in improving patient safety management and fostering a culture of quality and safety. Continuous quality improvement is an integral part of nursing management, ensuring that patients receive high-quality and safe nursing care. Compared to the focus of existing literature on the individual performance improvements following nursing training programs [ 28 , 29 , 30 ], our study expands the evaluation framework to include organizational performance metrics. Our research underscores a significantly higher level of organizational engagement as evidenced by the 100% attendance rate of school-level leaders. The publication of four papers related to this study highlights not only individual performance achievements but also significantly broadens the hospital organization’s impact on quality management, leading to meaningful organizational outcomes.

Moreover, our initiative to incorporate indicators of quality projects into a hospital-level evaluation index system post-training signifies a pivotal move towards integrating quality improvement practices into the very fabric of organizational operations. In training programs, it is essential not only to achieve near-transfer, but also to ensure that nurses continuously apply the acquired management skills to their clinical work, thereby enhancing quality, developing their professional value, and improving organizational performance. The Holton learning Transfer System Inventory provides valuable guidance on how to implement training programs and evaluate their training effect.

This study adopts the training transfer model as a framework to explore the mechanisms of “how training works” rather than simply assessing “whether training works [ 31 ].” By examining factors such as Motivation to Improve Work Through Learning (MTIWL), learning environment, and transfer design, the current situation is analyzed, underlying reasons are identified, and relevant literature is reviewed to develop and implement training programs based on the results of a needs survey. While individual transfer motivation originates from within the individual, it is influenced by the transfer atmosphere and design. By revising the nurse promotion system and performance management system and aligning them with career development, nurses’ motivation to participate and engage in active learning has significantly increased [ 32 ]. At the learning environment level, enhancing the training effect involves improving factors such as stimulation and response that correspond to the actual work environment [ 33 ]. This project has garnered attention and support from hospital-level leaders, particularly the nursing dean who regularly visits the training site to provide guidance, which serves as invaluable recognition. Timely publicity and recognition of exemplary project improvement initiatives have also increased awareness and understanding of project knowledge among doctors and nurses, fostering a stronger quality improvement atmosphere within the team.

Transfer design, the most critical component for systematic learning and mastery of quality management tools, is achieved through theoretical lectures, salon exchanges, and project-based training. These approaches allow nurses to gain hands-on experience in project improvement under the guidance of instructors. Throughout the project, nurses connect project management knowledge and skills with practical application, enabling personal growth and organizational development through problem-solving in real work scenarios. Finally, a comprehensive evaluation of the training program was conducted, including assessments of theoretical knowledge, perception of management challenges, and project quality. The results showed high satisfaction among nurses, with a satisfaction rate of 97.75%. The proportion of nurses’ participation time in theoretical and practical training classes was 36.88% and 74.23%, respectively. The average score for theoretical knowledge of quality management increased from 75.05 to 90.82. There was also a significant improvement in the evaluation of the implementation difficulties of quality management projects. Moreover, 22 nurses successfully led the completion of one project improvement project, with six projects focusing on preventing the COVID-19 pandemic, demonstrating valuable crisis response practices.

Action research helps to ensure the quality of organizational management of training

Well-organized training is the basis for ensuring the scientific and standardized development of nursing project improvement activities. According to the survey results of the current situation, there is a lot of room for improvement in the training quality; since it is the first time to apply the Holton training transfer model to the improvement training process of nurses in the hospital, in order to allow the nurses to have sufficient time to implement and evaluate the improvement project, the total training time Set at 11 months, a strong methodology is required to ensure training management during this period. Action research is a research method that closely combines research with solving practical problems in work. It is a research method aimed at solving practical problems through self-reflective exploration in realistic situations, emphasizing the participation of researchers and researchees. Practice, find problems in practice, and adjust the plan in a timely manner. According to the implementation of the first round, it was found that nurses had insufficient literature review skills, insufficient leadership, and lack of support from hospital management and related departments [ 32 ]. In the second round, the training courses were carried out in the form of salons. The project team members went deep into the project to improve on-site guidance, arranged graduate students to assist in document retrieval and evaluation, and promoted the transfer of training; the “Hospital Safety and Quality Red May” activity was carried out, and the vice president of nursing Regularly participate in the salon and make comments. The problems exposed after this round of implementation are the low quality of the project improvement project document, and the unclear platform and mechanism for the transfer of training results. In the third round, the “Reporting Standards for Quality Improvement Research (SQUIRE)” was used to standardize the writing of the report [ 33 ], and the “Compilation of Nursing Project Improvement Projects” was completed, and the main evaluation data of 22 projects were entered into the hospital-level quality index management platform for continuous monitoring and intervention. As of May 2022, the effect maintenance data of each project has reached the target value. It can not only produce useful improvement projects, but also help to promote the dissemination and penetration of quality awareness.

Future research directions

Drawing on the Holton training evaluation model, this study implemented nurse quality improvement project training using action research methodology, resulting in a successful exploration practice, and achieving positive transfer effects. To further advance this research area, the following future research directions are recommended:

Summarize the experiences gained from this action research training and continue to refine and enhance the training program. Through ongoing practice, reflection, and refinement in subsequent training sessions, long-term observation of the transfer effects can be conducted to establish an effective experiential model that can serve as a reference for future initiatives.

Develop a multidimensional evaluation index system for assessing transfer effects. A comprehensive framework that captures various dimensions of transfer, such as knowledge application, skill utilization, and behavior change, should be established. This will enable a more holistic and accurate assessment of the training program’s impact on the participants and the organization.

Conduct qualitative research to explore the training experiences of nurses. By gathering in-depth insights through interviews or focus group discussions, a deeper understanding of the nurses’ perceptions, challenges, and facilitators of training transfer can be obtained. This qualitative exploration will provide valuable information to further refine and tailor the training program to meet the specific needs and preferences of the nurses.

Investigate the personality characteristics of nurses who actively engage in training transfer and consider developing them as internal trainers. By identifying and cultivating nurses with a proactive attitude and a strong inclination towards knowledge application and skill development, the organization can enhance employee participation and initiative. These internal trainers can play a crucial role in motivating their colleagues and driving the transfer of training outcomes into daily practice.

By pursuing these future research directions, the field of healthcare and nursing care can continue to advance in optimizing training programs, enhancing transfer effects, and ultimately improving the quality of care and patient outcomes.

Limitations

The research was conducted with a cohort of 22 nurses and a 10-member research team from Grade 3, Class A hospitals in China Southeast. This specific composition and the relatively small sample size may affect the generalizability of our findings. The experiences and outcomes observed in this study might not fully encapsulate the diverse challenges and environments encountered by nursing professionals in varying healthcare settings. The significant improvements noted in the capabilities of the participating nursing staff underscore the potential impact of the training program. However, the study’s focus on a specific demographic—nurses from high-grade hospitals in a developed urban center—may limit the external validity of the findings.

Conclusions

This study affirms the efficacy of the Holton Learning Transfer System Inventory-based training program, coupled with action research, in significantly advancing nursing quality management practices. The strategic incorporation of motivation to improve work through learning, an enriched learning environment, and thoughtful transfer design significantly boosted the nurses’ engagement, knowledge acquisition, and practical application of quality management tools in their clinical work.

It highlights the importance of continuous learning, organizational support, and methodological flexibility in achieving sustainable improvements in healthcare quality and safety. Future endeavors should aim to expand the scope of this training model to diverse nursing contexts and evaluate its long-term impact on organizational performance and patient care outcomes.

Data availability

The datasets generated and/or analyzed during the current study are not publicly available due to hospital policy but are available from the corresponding author on reasonable request.

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Bhatti M, Ali S, Isa M, Battour M. Training transfer and transfer motivation: the influence of individual, environmental, situational, Training Design, and affective reaction factors. Perform Improv Q. 2014;27:51–82. https://doi.org/10.1002/PIQ.21165 .

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This study was funded by Department of Education of Zhejiang Province, Grant Number jg20220475.

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The following statements specify the individual contributions of each author to the manuscript titled “Continue Nursing Education: An Action Research Study on the Implementation of a Nursing Training Program Using the Holton Learning Transfer System Inventory”:ZhiXian Feng conceived and designed the analysis; led the research team and coordinated the project; critically reviewed and revised the manuscript for important intellectual content; oversaw the implementation of the training program; MingYan Shen conducted the research; collected and organized the data; analyzed and interpreted the data; contributed to the statistical analysis; wrote the initial draft of the manuscript; managed logistics and operational aspects of the study.

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Shen, M., Feng, Z. Continue nursing education: an action research study on the implementation of a nursing training program using the Holton Learning Transfer System Inventory. BMC Med Educ 24 , 610 (2024). https://doi.org/10.1186/s12909-024-05552-6

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DOI : https://doi.org/10.1186/s12909-024-05552-6

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Parkinson's News Today logo

National Plan to End Parkinson’s Act approved in US Congress

Bill, expected to bring more resources to the disease, set to be signed into law

Steve Bryson, PhD avatar

by Steve Bryson, PhD | May 28, 2024

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An illustration for legislation approved by the U.S. Congress.

The U.S. Senate has joined the House of Representatives in approving The National Plan to End Parkinson’s Act , the first piece of federal legislation dedicated to ending Parkinson’s disease .

Celebrated by the Michael J. Fox Foundation for Parkinson’s Research (MJFF), the bill now will be sent to President Joseph Biden, who is expected to sign it into law.

“When we started the Foundation, we could only dream of the breakthroughs the Parkinson’s community has experienced over the last year, from the discovery of a biomarker to the federal government advancing a plan to end Parkinson’s,” Michael J. Fox said in a press release . “A National Plan to End Parkinson’s is a historic opportunity to accelerate our search for cures, and now is the time.”

The banner image depicts friends having a picnic beneath rainbows. The writing on the image reads

Exploring some helpful Parkinson’s resources available online

Act modeled on one supporting alzheimer’s research and treatment.

The proposed legislation (H.R.2365/S.1064) brings public and private sector specialists — Parkinson’s patients, their care partners, researchers, clinicians, and members of federal agencies — together in a federal advisory council. It is to regularly report on its progress to the U.S. Congress and the secretary of the Department of Health and Human Services.

It intends to work to increase federal research funding, create standards and measures to promote Parkinson’s prevention, improve ways of diagnosing the disease earlier, develop more effective pathways to Parkinson’s treatments , and find new or better patient care models. Addressing health disparities in diagnosis, treatment, and clinical trial participation, as well as enhancing public awareness of the disease, are other potential outcomes.

“Today, the Parkinson’s community has made history,” said Ted Thompson, MJFF’s senior vice president of public policy. “As we celebrate this moment, The Michael J. Fox Foundation expresses our gratitude to every grassroots advocate, partner organization and member of Congress who helped advance this bill.

“Signing this bill into law will ensure much-needed collaboration between the public and private sectors in the name of better treatments, earlier diagnosis and greater access to quality care,” Thompson said. “For every American living with Parkinson’s or an atypical parkinsonism , their families and caregivers, we look forward to continuing our work with policymakers to bring the National Plan to fruition.”

Senate Majority Leader Chuck Schumer announced the legislation’s passage there, and it cleared the House in December. The bill is modeled on the National Alzheimer’s Project Act, signed into law in 2011. Since then, the federal government has invested $3.8 billion in Alzheimer’s and dementia research, an increase of seven times in federal disease spending that, among other achievements, has improved access to quality care.

Fox added that the MJFF “stands ready to partner with our national leaders to bring the Plan to life and make today’s generation of patients the last to live with Parkinson’s as we know it.”

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Photo illustration by Amanda Pontillo, Climate XChange. US map by Rumi/Adobe Stock and infographic by the8monkey/Adobe Stock.

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Climate XChange, Evergreen Collaborative, and RMI reviewed 47 climate plans from 45 states, Puerto Rico, and the District of Columbia that were submitted to the U.S. EPA as part of the Climate Pollution Reduction Grants (CPRG) program. This program, a major component of the Inflation Reduction Act, provides $5 billion in grants to states, local governments, Tribes, and territories to develop and implement plans to reduce greenhouse gas emissions and other air pollution.

CPRG grantees were required to submit a Priority Climate Action Plan (PCAP) this spring, detailing the strategies each state is exploring to address climate change across their economies. In total, we analyzed more than 650 PCAP measures from states and territories, which collectively account for about 90 percent of the country’s population and climate pollution. To make the data and information in the plans more accessible, this spreadsheet pulls out and organizes key information from the plans.

Content can be filtered by several fields, including state and sector, making it easier to digest and understand the vast quantity of information included in state plans. We hope the climate community can utilize this spreadsheet to identify trends and gaps in state planning efforts to inform future climate action.

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Portugal announced  a plan to toughen its immigration policies on Monday known as the “Action Plan for Migration.” The country’s Council of Ministers approved the new plan which seeks to regulate migration, attract foreign talent, and foster human integration and institutional reorganization.

According to the Portuguese government, the plan aims “to correct the serious problems in the rules for entry into Portugal, resolve the operational incapacity of [the Agency for Integration, Migration and Asylum] and ensure the operability of border control systems.” Despite seeking to impose 41 measures as part of the new plan, Minister of the Presidency António Leitão Amaro says Portugal will welcome more migrants but do so in a regulated manner.

The Action Plan for Migration eliminates the expression of interests procedure, which allowed non-EU nationals already in Portugal to work in the country. Besides this, the plan seeks to give priority to “family reunifications, young students and qualified professionals.”

The plan connects to the general wish to implement the EU Migration and Asylum Pact , approved by the Council of the EU on May 14. This pact aims at “strengthening and integrating key EU policies on migration, asylum, border management and integration.” Moreover, it proposes strong and secure external borders with an efficient procedural system. These are among the objectives of the Portuguese proposal, trying to achieve new border control systems and mitigate high levels of congestion in airports such as Lisbon and Faro.

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  1. PDF Developing a Research Action Plan for Your Organization

    Developing an action plan for your organization may help the process of incorporating and embedding research or community- based participatory research (CBPR) into your organization. This document includes a step by step guide on how to develop and maintain and action plan, a template action plan, and some sample goals/objectives.

  2. What Is Action Research?

    Action research is a research method that aims to simultaneously investigate and solve an issue. In other words, as its name suggests, action research conducts research and takes action at the same time. It was first coined as a term in 1944 by MIT professor Kurt Lewin.A highly interactive method, action research is often used in the social ...

  3. Action Research: What it is, Stages & Examples

    Stage 1: Plan. For an action research project to go well, the researcher needs to plan it well. After coming up with an educational research topic or question after a research study, the first step is to develop an action plan to guide the research process. The research design aims to address the study's question.

  4. How to Conduct Action Research?

    History of action research. Tracing its roots back to the mid-20th century, Kurt Lewin developed classical action research as a response to traditional research methods in the social sciences that often sidelined the very communities they studied. Proponents of action research championed the idea that research should not just be an observational exercise but an actionable one that involves ...

  5. Action Research Resource

    Recommendations for Practice--Create a Plan of Action—This is a critical step in action research. A plan of action is created based upon the data analysis, findings, and implications. In the Applied Dissertation, this Plan of Action is included with the Recommendations for Practice. The includes specific steps that individuals should take to ...

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    The Action Research Process. Module 1: Action Research. There are various models of the action research process. Some models are simple in their design while others appear relatively complex. Essentially, most of the models share similar elements with small variations. Action research models begin with the central problem or topic.

  7. (PDF) Action Research: A Guide to Process and Procedure

    Action research is, quite literally, a coming together of action and research, or rephrased, of practice. and theory. Thus, t here are two thrusts i n action research: one is concerned with ...

  8. Introduction: What Is Action Research?

    Action Research is fundamentally concerned with change. It is an inherently normative project. It tries to provide resources for the research participants to collaboratively change their situation toward a subjectively felt and objectively visible improvement of their living conditions.

  9. What is action research and how do we do it?

    Subsequently, action research has gained a significant foothold both within the realm of community-based, and participatory action research; and as a form of practice-oriented to the improvement of educative encounters (e.g. Carr and Kemmis 1986). Exhibit 1: Stringer on community-based action research

  10. PDF Overview of the Action Research Process

    Step 4: Developing a Research Plan In a traditional educational research study, the development of a research design and plan for collecting data is known as the research methodology. Inherent in designing an action research study are several specific decisions that must be made during this step in the action research process. Once the research

  11. (PDF) A Practical Guide in Writing Your Action Research

    Action research (AR) is a methodical process of self-inquiry accomplished by practitioners to unravel work-related problems. This paper analyzed the action research reports (ARRs) in terms of ...

  12. What is Action Research?

    Action research is a methodology that emphasizes collaboration between researchers and participants to identify problems, develop solutions and implement changes. Designers plan, act, observe and reflect, and aim to drive positive change in a specific context. Action research prioritizes practical solutions and improvement of practice, unlike ...

  13. Action Research

    Your Options. Action Research Is…. Action research is a three-step spiral process of (1) planning which involves fact-finding, (2) taking action, and (3) fact-finding about the results of the action. (Lewin, 1947) Action research is a process by which practitioners attempt to study their problems scientifically in order to guide, correct, and ...

  14. PDF What is Action Research?

    tioners. Examples of action research projects undertaken by healthcare practitioners in a range of situations are provided later in this chapter. The development of action research: a brief background Whether the reader is a novice or is progressing with an action research project, it would be useful to be aware of how action research has devel-

  15. Action Research and Systematic, Intentional Change in Teaching Practice

    By tracing action research literature across four subject areas—English language arts (ELA), mathematics, science, and the social studies—it reflects contemporary emphasis on these subjects in the public school "core" curriculum and professional development literature (Brady, 2010) and provides a basis for comparative analysis.The results contribute to the scholarship of teaching ...

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    Plan and implement Action Research projects in their own schools and classrooms. Assess and share the results of their own Action Research with colleagues. Learn to improve instructional decision-making through a continuous reflection point of view. Real-life examples of Action Research projects

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    PDF | On May 16, 2021, Mercedita Dampog and others published ACTION RESEARCH PROPOSAL TEMPLATE | Find, read and cite all the research you need on ResearchGate. ... C. Data Analysis Plan .

  19. What Is Action Research?

    Action research is a research method that aims to simultaneously investigate and solve an issue. In other words, as its name suggests, action research conducts research and takes action at the same time. It was first coined as a term in 1944 by MIT professor Kurt Lewin. A highly interactive method, action research is often used in the social ...

  20. Action Research: A Methodology for Organizational Change

    Action research is a methodology that can be used by people internal to an organization to identify what changes need to be made. This new 3-page publication of the UF/IFAS Florida 4-H Youth Development Program was written by Dale Pracht, Andrew Toelle, and Brent Broaddus. ... General plan. This step is where the researcher develops the ...

  21. 5 Easy Steps to Conduct an Effective Action Research

    In conducting action research, we structure routines for the continuous confrontation of problems regarding the health of school communities using data. These routines represent the five essential stages of the action research cycle. They include the following. 1. Identifying a problem area. The first step is to identify a unique problem.

  22. Research Action Plan

    You may also see quality plan examples & samples. We will be discussing below the importance of research action plans to each sector that was mentioned. 1. Business. This is where research action plans are constantly created and used. Business entities, specifically companies, conduct research for various reasons.

  23. What is an Action Plan & How to Write One [With Examples]

    An action plan is a detailed outline that breaks down the steps necessary to achieve a specific goal. Here are the typical components of an action plan. 1. Objective or Goal. The cornerstone of your action plan is the objective or goal. This should be a clear and concise statement outlining the desired outcome or result.

  24. Continue nursing education: an action research study on the

    To address the gap in effective nursing training for quality management, this study aims to implement and assess a nursing training program based on the Holton Learning Transfer System Inventory, utilizing action research to enhance the practicality and effectiveness of training outcomes. The study involved the formation of a dedicated training team, with program development informed by an ...

  25. National Plan to End Parkinson's Act approved in US Congress

    The U.S. Senate has joined the House of Representatives in approving The National Plan to End Parkinson's Act, the first piece of federal legislation dedicated to ending Parkinson's disease. Celebrated by the Michael J. Fox Foundation for Parkinson's Research (MJFF), the bill now will be sent to President Joseph Biden, who is expected to ...

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  28. State Priority Climate Action Plans Assessment Spreadsheet

    We hope the climate community can utilize this spreadsheet to identify trends and gaps in state planning efforts to inform future climate action. For more information on the methodology used in our PCAP review, see the About tab on the spreadsheet. Please contact [email protected] if you have questions or notice anything that merits ...

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  30. Portugal announces plan to toughen immigration policy

    Portugal announced a plan to toughen its immigration policies on Monday known as the "Action Plan for Migration.". The country's Council of Ministers approved the new plan which seeks to regulate migration, attract foreign talent, and foster human integration and institutional reorganization. According to the Portuguese government, the ...