writing a research strategy

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Research strategy guide for finding quality, credible sources

Strategies for finding academic studies and other information you need to give your stories authority and depth

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by Keely Wilczek, The Journalist's Resource May 20, 2011

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Knowing how to conduct deeper research efficiently and effectively is a critical skill for journalists — especially in the information age. It is, like other facets of the profession such as interviewing, a matter of practice and establishing good habits. And once you find a successful routine for information-gathering, it will pay dividends time and again.

Journalists need to be able to do many kinds of research. This article focuses on creating a research strategy that will help you find academic studies and related scholarly information. These sources can, among other things, give your stories extra authority and depth — and thereby distinguish your work. You can see examples of such studies — and find many relevant ones for your stories — by searching the Journalist’s Resource database . But that is just a representative sample of what exists in the research world.

The first step is to create a plan for seeking the information you need. This requires you to take time initially and to proceed with care, but it will ultimately pay off in better results. The research strategy covered in this article involves the following steps:

Get organized

Articulate your topic, locate background information.

• Identify your information needs

List keywords and concepts for search engines and databases

Consider the scope of your topic, conduct your searches, evaluate the information sources you found, analyze and adjust your research strategy.

Being organized is an essential part of effective research strategy. You should create a record of your strategy and your searches. This will prevent you from repeating searches in the same resources and from continuing to use ineffective terms. It will also help you assess the success or failure of your research strategy as you go through the process. You also may want to consider tracking and organizing citations and links in bibliographic software such as Zotero . (See this helpful resource guide about using Zotero.)

Next, write out your topic in a clear and concise manner. Good research starts with a specific focus.

For example, let’s say you are writing a story about the long-range health effects of the explosion at the Chernobyl Nuclear Power Plant based on a study published in Environmental Health Perspectives titled, “The Chernobyl Accident 20 Years On: An Assessment of the Health Consequences and the International Response.” (The study is summarized in Journalist’s Resource here .)

A statement of your topic might be, “Twenty years after the Chernobyl disaster, scientists are still learning the affects of the accident on the health of those who lived in the surrounding area and their descendants.”

If you have a good understanding of the Chernobyl disaster, proceed to the next step, “Identify the information you need.” If not, it’s time to gather background information. This will supply you with the whos and the whens of the topic. It will also provide you with a broader context as well as the important terminology.

Excellent sources of background information are subject-specific encyclopedias and dictionaries, books, and scholarly articles, and organizations’ websites. You should always consult more than one source so you can compare for accuracy and bias.

For your story about Chernobyl, you might want to consult some of the following sources:

• Frequently Asked Chernobyl Questions , International Atomic Agency
• Chernobyl Accident 1986 , World Nuclear Association
• Chernobyl: Consequences of the Catastrophe for People and the Environment , New York Academy of Sciences, 2009.
• “Chernobyl Disaster,” Encyclopedia Britannica, last updated 2013.

Identify the information you need

What information do you need to write your story? One way to determine this is to turn your overall topic into a list of questions to be answered. This will help you identify the type and level of information you need. Some possible questions on consequences of the Chernobyl accident are:

• What are the proven health effects?
• What are some theorized health effects?
• Is there controversy about any of these studies?
• What geographic area is being studied?
• What are the demographic characteristics of the population being studied?
• Was there anything that could have been done at the time to mitigate these effects?

Looking at these questions, it appears that scientific studies and scholarly articles about those studies, demographic data, disaster response analysis, and government documents and publications from the Soviet Union and Ukraine would be needed.

Now you need to determine what words you will use to enter in the search boxes within resources. One way to begin is to extract the most important words and phrases from the questions produced in the previous step. Next, think about alternative words and phrases that you might use. Always keep in mind that different people may write or talk about the same topic in different ways. Important concepts can referred to differently or be spelled differently depending on country of origin or field of study.

For the Chernobyl health story, some search keyword options are: “Chernobyl,” “Chornobyl”; “disaster,” “catastrophe,” “explosion”; “health,” “disease,” “illness,” “medical conditions”; “genetic mutation,” “gene mutation,” “germ-line mutation,” “hereditary disease.” Used in different combinations, these can unearth a wide variety of resources.

Next you should identify the scope of your topic and any limitations it puts on your searches. Some examples of limitations are language, publication date, and publication type. Every database and search engine will have its own rules so you may need to click on an advanced search option in order to input these limitations.

It is finally time to start looking for information but identifying which resources to use is not always easy to do. First, if you are part of an organization, find out what, if any, resources you have access to through a subscription. Examples of subscription resources are LexisNexis and JSTOR. If your organization does not provide subscription resources, find out if you can get access to these sources through your local library. Should you not have access to any subscription resources appropriate for your topic, look at some of the many useful free resources on the internet.

Here are some examples of sources for free information:

• PLoS , Public Library of Science
• Google Scholar
• SSRN , Social Science Research Network
• FDsys , U.S. Government documents and publications
• World Development Indicators , World Bank
• Pubmed , service of the U.S. National Library of Medicine

More quality sites, and search tips, are here among the other research articles at Journalist’s Resource.

As you only want information from the most reliable and suitable sources, you should always evaluate your results. In doing this, you can apply journalism’s Five W’s (and One H):

• Who : Who is the author and what are his/her credentials in this topic?
• What: Is the material primary or secondary in nature?
• Where: Is the publisher or organization behind the source considered reputable? Does the website appear legitimate?
• When: Is the source current or does it cover the right time period for your topic?
• Why: Is the opinion or bias of the author apparent and can it be taken into account?
• How: Is the source written at the right level for your needs? Is the research well-documented?

Were you able to locate the information you needed? If not, now it is time to analyze why that happened. Perhaps there are better resources or different keywords and concepts you could have tried. Additional background information might supply you with other terminology to use. It is also possible that the information you need is just not available in the way you need it and it may be necessary to consult others for assistance like an expert in the topic or a professional librarian.

Keely Wilczek is a research librarian at the Harvard Kennedy School. Tags: training

About The Author

Keely Wilczek

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Research Design | Step-by-Step Guide with Examples

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

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

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

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

Table of contents

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

• Introduction

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

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

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

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

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

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

Practical and ethical considerations when designing research

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

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

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

Prevent plagiarism, run a free check.

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

Types of quantitative research designs

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

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

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

Types of qualitative research designs

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

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

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

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

Defining the population

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

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

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

Sampling methods

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

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

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

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

Case selection in qualitative research

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

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

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

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

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

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

Survey methods

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

Observation methods

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

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

Other methods of data collection

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

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

Secondary data

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

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

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

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

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

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

Operationalisation

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

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

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

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

Reliability and validity

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

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

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

Sampling procedures

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

That means making decisions about things like:

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

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

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

Data management

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

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

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

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

Quantitative data analysis

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

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

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

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

Using inferential statistics , you can:

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

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

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

Qualitative data analysis

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

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

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

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

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

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

Operationalisation means turning abstract conceptual ideas into measurable observations.

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

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

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

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

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Research Strategies and Methods

• First Online: 22 July 2021

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Researchers have since centuries used research methods to support the creation of reliable knowledge based on empirical evidence and logical arguments. This chapter offers an overview of established research strategies and methods with a focus on empirical research in the social sciences. We discuss research strategies, such as experiment, survey, case study, ethnography, grounded theory, action research, and phenomenology. Research methods for data collection are also described, including questionnaires, interviews, focus groups, observations, and documents. Qualitative and quantitative methods for data analysis are discussed. Finally, the use of research strategies and methods within design science is investigated.

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Johannesson, P., Perjons, E. (2021). Research Strategies and Methods. In: An Introduction to Design Science. Springer, Cham. https://doi.org/10.1007/978-3-030-78132-3_3

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Writing for Inquiry and Research

Jeffrey Kessler, University of Illinois Chicago

Mark Bennett, University of Illinois Chicago

Sarah Primeau, University of Illinois Chicago

Charitianne Williams, University of Illinois Chicago

Virginia Costello, University of Illinois Chicago

Annie R. Armstrong, University of Illinois Chicago

Copyright Year: 2023

ISBN 13: 9781946011213

Publisher: University of Illinois Library - Urbana

Language: English

Formats Available

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Learn more about reviews.

Reviewed by Angelica Rivera, Director, Northeastern Illinois University on 4/16/24

This book consists of a Preface, Introduction, Chapters I thru Chapter IV. and it also has an Appendix I to Appendix III. Chapter I covers the Annotated Bibliography, Chapter II covers the Proposal, Chapter III covers the Literature Review and... read more

Comprehensiveness rating: 5 see less

This book consists of a Preface, Introduction, Chapters I thru Chapter IV. and it also has an Appendix I to Appendix III. Chapter I covers the Annotated Bibliography, Chapter II covers the Proposal, Chapter III covers the Literature Review and Chapter IV covers the Research Essay. Each section is broken down into smaller sections to break down each topic. The book is written by 3 different authors who are experts in their field and who write about different writing genres. The authors are interdisciplinary in their approach which means students in various disciplines can use the manual to begin their inquiry process and continue with their research process. This book also has short videos that provide explanations, and references after every chapter to provide additional learning resources. Appendix I covers Reading Strategies, Appendix II covers Writing Strategies and Appendix III covers Research Strategies. Appendix I and Appendix II also have additional resources for reading and writing strategies. This book will help most first year students who are transitioning from high school to college.

Content Accuracy rating: 5

This book is accessible for first year students who are in English, Composition or First year experience courses. However, the authors note that there are some limits to the topics addressed as the text does not cover research methods, databases, plagiarism and emerging writing technologies. The authors believe that writing is a human based process regardless of the tools and technologies that one uses when writing.

Relevance/Longevity rating: 5

This book is well researched and will survive the test of time as it is accessible and will serve as a reference tool for a student who is looking to develop their writing question and develop their research approach.

Clarity rating: 5

This book is well researched, well organized and well written.

Consistency rating: 5

There was consistency throughout the text as all of the authors had experience with working with first year students and/or with the writing process.

Modularity rating: 5

The first 3 chapters can be assigned in any order but the fourth chapter should be the 4th step as that part consists of writing the actual research essay. This book is not meant to be used by itself and thus provides additional bibliographic sources and topics to further develop one’s knowledge of the writing process.

Organization/Structure/Flow rating: 5

This book is written in the logical process of developing a research question and then conducting the research. An instructor can easily assign these chapters in chronological order and it will help the student to brainstorm to create their question and then follow the steps to conduct their research.

Interface rating: 5

There were no issues with the books interface.

Grammatical Errors rating: 5

I found this manuscript to be well written and it contained no visible grammatical errors.

Cultural Relevance rating: 5

I found this book to be neutral and accessible to all students irrespective of their various backgrounds.

I give this book 5 stars because it helps students and instructors break down the research process into smaller steps which can be completed in a semester-long course in research writing.

Table of Contents

• Introduction
• Chapter 1: Annotated Bibliography
• Chapter 2: Proposal
• Chapter 3: Literature Review
• Chapter 4: Research Essay
• Appendix I: Writing Strategies
• Appendix II: Reading Strategies
• Appendix III: Research Strategies

Ancillary Material

About the book.

Writing for Inquiry and Research guides students through the composition process of writing a research paper. The book divides this process into four chapters that each focus on a genre connected to research writing: the annotated bibliography, proposal, literature review, and research essay. Each chapter provides significant guidance with reading, writing, and research strategies, along with significant examples and links to external resources. This book serves to help students and instructors with a writing-project-based approach, transforming the research process into an accessible series of smaller, more attainable steps for a semester-long course in research writing. Additional resources throughout the book, as well as in three appendices, allow for students and instructors to explore the many facets of the writing process together.

About the Contributors

Jeffrey C. Kessler is a Senior Lecturer at the University of Illinois Chicago. His research and teaching interrogate the intersections of writing, fiction, and critical university studies. He has published about the works of Oscar Wilde, Henry James, Vernon Lee, and Walter Pater. He earned his PhD from Indiana University.

Mark Bennett has served as director of the University of Illinois Chicago’s (UIC) First-Year Writing Program since 2012. He earned his PhD in English from UIC in 2013. His primary research interests are in composition studies and rhetoric, with a focus on writing program administration, course placement, outcomes assessment, international student education, and AI writing.

Sarah Primeau serves as the associate director of the First-Year Writing Program and teaches first-year writing classes at University of Illinois Chicago. Sarah has presented her work at the Conference on College Composition and Communication, the Council of Writing Program Administrators Conference, and the Cultural Rhetorics Conference. She holds a PhD in Rhetoric and Composition from Wayne State University, where she focused on composition pedagogy, cultural rhetorics, writing assessment, and writing program administration.

Charitianne Williams is a Senior Lecturer at the University of Illinois Chicago focused on teaching first-year composition and writing center studies. When she’s not teaching or thinking about teaching, she’s thinking about writing.

For more than twenty years, Virginia Costello has been teaching a variety of English composition, literature, and gender studies courses. She received her Ph.D. from Stony Brook University in 2010 and is presently Senior Lecturer in the Department of English at University of Illinois Chicago. Early in her career, she studied anarcho-catholicism through the work of Dorothy Day and The Catholic Worker Movement. She completed research at the International Institute of Social History in Amsterdam and has published articles on T.S. Eliot, Emma Goldman, and Bernard Shaw. More recently, she presented her work at the Modern Studies Association conference (Portland, OR, 2022), Conference on College Composition and Communication (Chicago, Il, 2023) and Comparative and Continental Philosophy Circle (Tallinn, Estonia, 2022 and Bogotá, Columbia, 2023). Her research interests include prison reform/abolition, archē in anarchism, and Zen Buddhism.

Annie Armstrong has been a reference and instruction librarian at the Richard J. Daley Library at the University of Illinois Chicago since 2000 and has served as the Coordinator of Teaching & Learning Services since 2007. She serves as the library’s liaison to the College of Education and the Department of Psychology. Her research focuses on enhancing and streamlining the research experience of academic library users through in-person and online information literacy instruction.

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

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30 January 2024

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

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

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

• What is a research plan?

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

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

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

• Why do you need a research plan?

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

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

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

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

Project organization and structure

Well-informed participants

All stakeholders and teams align in support of the project

Clearly defined project definitions and purposes

Distractions are eliminated, prioritizing task focus

Timely management of individual task schedules and roles

Costly reworks are avoided

• What should a research plan include?

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

Specific project goals and individual objectives

Ideal strategies or methods for reaching those goals

Required resources

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

Key performance indicators (KPIs)

Project background

Research and testing support

Preliminary studies and progress reporting mechanisms

Cost estimates and change order processes

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

• How to write a research plan for your project

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

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

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

Define your project’s purpose

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

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

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

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

What you’re doing

Why you’re doing it

What you expect from it

Identify individual objectives

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

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

Select research methods

Research methods might include any of the following:

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

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

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

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

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

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

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

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

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

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

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

What do you plan to do with the research findings?

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

Recruit participants and allocate tasks

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

Prepare a thorough project summary

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

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

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

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

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

Create a realistic timeline

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

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

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

Determine how to present your results

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

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

Presentations and slides

A project report booklet

A project findings pamphlet

Documents with key takeaways and statistics

Graphic visuals to support your findings

• Format your research plan

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

Find format inspiration among the following layouts:

Written outlines

Narrative storytelling

Visual mapping

Graphic timelines

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

• Research plan example

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

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

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

Project title

Project members involved in the research plan

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

Objective 1 (provide a short description for each objective)

Objective 2

Objective 3

Proposed timeline

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

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

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

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

Customizing a research plan template

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

Introductions to participants and stakeholders

Background problems and needs statement

Significance, ethics, and purpose

Research methods, questions, and designs

Preliminary beliefs and expectations

Implications and intended outcomes

Realistic timelines for each phase

Conclusion and presentations

How many pages should a research plan be?

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

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

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

What are the seven steps to developing a research plan?

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

Defining the problem

Identifying goals

Choosing research methods

Recruiting participants

Preparing the brief or summary

Establishing task timelines

Defining how you will present the findings

Should you be using a customer insights hub?

Do you want to discover previous research faster?

Do you share your research findings with others?

Do you analyze research data?

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15 Steps to Good Research

• Define and articulate a research question (formulate a research hypothesis). How to Write a Thesis Statement (Indiana University)
• Identify possible sources of information in many types and formats. Georgetown University Library's Research & Course Guides
• Judge the scope of the project.
• Reevaluate the research question based on the nature and extent of information available and the parameters of the research project.
• Select the most appropriate investigative methods (surveys, interviews, experiments) and research tools (periodical indexes, databases, websites).
• Plan the research project. Writing Anxiety (UNC-Chapel Hill) Strategies for Academic Writing (SUNY Empire State College)
• Retrieve information using a variety of methods (draw on a repertoire of skills).
• Refine the search strategy as necessary.
• Write and organize useful notes and keep track of sources. Taking Notes from Research Reading (University of Toronto) Use a citation manager: Zotero or Refworks
• Evaluate sources using appropriate criteria. Evaluating Internet Sources
• Synthesize, analyze and integrate information sources and prior knowledge. Georgetown University Writing Center
• Revise hypothesis as necessary.
• Use information effectively for a specific purpose.
• Understand such issues as plagiarism, ownership of information (implications of copyright to some extent), and costs of information. Georgetown University Honor Council Copyright Basics (Purdue University) How to Recognize Plagiarism: Tutorials and Tests from Indiana University
• Cite properly and give credit for sources of ideas. MLA Bibliographic Form (7th edition, 2009) MLA Bibliographic Form (8th edition, 2016) Turabian Bibliographic Form: Footnote/Endnote Turabian Bibliographic Form: Parenthetical Reference Use a citation manager: Zotero or Refworks

Adapted from the Association of Colleges and Research Libraries "Objectives for Information Literacy Instruction" , which are more complete and include outcomes. See also the broader "Information Literacy Competency Standards for Higher Education."

University Library

Writing 2 (terhaar): science research projects.

• Introduction
• Step 1: An Inquiring Mind
• Step 2: Your Research Question
• Step 3: Your First Search
• Step 4: Refine Your Research Question
• Step 5: A Research Strategy
• Step 6: Read Your Sources
• Step 7: Give Credit
• Step 8: The Literature Review

Develop a Research Strategy and Find Sources

At this point in your research, there’s a tendency to start searching databases in any random manner that strikes your fancy, but this strategy usually proves to be ineffective, both in terms of time and effort. If you want to avoid wasting your time and effort, then you need to develop a productive research strategy. You need to plan how you will do your search. Your plan should include the types or kinds of sources, how you locate and access the sources, and the relevancy, significance, and/or importance of the sources. Part of your plan should include managing your sources using a Bibliography software tool (see tab on “giving credit where it’s due) for links to popular citation management tools.) 1) What types of sources do you need? The assignments will require you to first find primary sources. Primary sources are original, firsthand documents such as laboratory studies, field research reports, letters, diaries, eyewitness accounts, and legislative bills. Because primary sources are firsthand accounts, e.g. a scientist reports on the results of their work, they are thought to be more reliable than secondary sources. Articles published in peer-reviewed scientific journals are usually, but not always, primary sources. Your sources for your first assignments should be drawn from peer-reviewed scientific and/or scholarly sources. A peer-reviewed source is a source that has been been sent out for anonymous review by qualified scientists/scholars. Before having the article published, the author must correct any major problems highlighted by the anonymous reviewers. The assignments will then ask you to find secondary sources which may be drawn from a variety of sources including newspapers, popular magazines, government documents, etc. Secondary sources are secondhand sources offering commentary that may be subject to personal belief or opinion about primary sources. Because secondary sources may be subject to bias, they are thought to be less reliable than primary sources. But a primary source may not be more reliable than a secondary source, e.g. an individual firsthand report of an accident may not be a completely accurate report because the individual observed the incident from only one perspective. Thus, all sources must be evaluated for their accuracy and validity. When you read any source, especially a secondary source, be alert for any sign of bias. Read secondary sources with a critical eye as even reputable secondary sources, including major newspapers, may have editorial biases. You will be better placed to evaluate a secondary source if you read its primary sources, too. If the author of a secondary source refers to a particular study or report, then you should quickly read that particular report so that you can evaluate the accuracy of the secondary source. I recommend you start by searching the large, general scientific databases for peer-reviewed articles. (Note: some published material in scientific/scholarly journals is not peer-reviewed. For example, editorials and letters to the editor do not usually undergo peer-review. While this published material may be interesting, it most likely is classified as a secondary source, except for the letters!)  

Here's a link to all databases at  UCSC , all 390+ databases:  http://guides.library.ucsc.edu/az.php .  Try some of the more popular ones, such as Academic Search Complete,  Biosis  Previews, or  JSTOR  first. (Look through the alphabetical list to find the three I just named.) If these more popular ones don't turn up anything and you get stuck, see the subject guides listed here  http://guides.library.ucsc.edu/ .   Find the biology, environmental studies, health sciences, or ocean sciences databases. After you’ve exhausted the databases, you should think about particular journals that may not be listed in the databases. (Most of them will be listed in some database, but the databases in the library may not list really small or specialized journals, so search by journal type, too.) Some of the more popular journals are here: http://library.ucsc.edu/find/online-journals You can also search for journals by type here . Look under environmental sciences and life sciences. Did you find the listing for journals specializing in biodiversity? Ok, so now you’ve searched the databases and journals, but there are other online and print sources to search as well. Some of the small journals, perhaps specializing in research on the Arctic, can be located by searching by journal title. To look for specific journal titles (and don’t forget book titles) use Find Journals from Library Search.

The above link gets you into the UCSC McHenry library catalog or the all UC-campuses MELVYL catalog. Do not forget---you can always get a copy of an article or an entire book from the MELVYL catalog in 1-4 days via inter-library loan.  

I also like to visit the library with the call numbers for several books on my topic. I go to that section with those call numbers and then scan the surrounding shelves for other, possibly relevant, sources. I often turn up really good stuff this way! Need another way to find the literature on your species? Be on the lookout for what is known as a “review article,” which is nothing more than an article summarizing individual findings of many researchers in order to make broader conclusions about the state of scientific knowledge on an issue. You may not find one, but they are especially helpful if you do since someone else did some of your work for you!

And finally, don’t forget to read the list of references/Bibliography at the back of every journal article or book. If you discover an article that seems relevant, chances are the author of that article has already done some of your work for you---so find and read their sources, too! Ok, some final words of warning. You cannot reject a source because it says something you do not want to hear or because it goes against your tentative hypothesis. You must be fair and open-minded, so do not “cherry-pick” your sources. Additionally, as you work your way through the literature, you will need to make decisions about the relevancy, significance, and importance of each source. Look for clues that will help you evaluate a source: its credibility (who is the publisher, who is the author), when was it published, who is the audience, why was it published, how accurate is the source, and is the source cited (cross-referenced) by other sources? Now you see why you need to develop a plan for how to proceed with your research! Figure out an organizational strategy that works for you, then keep accurate and precise records of where and how you search. 2) Accessing your sources OK, so now you’ve found some sources, but you’re having trouble finding the full text of the article. You need to learn how to access your sources. Take a look at the video below to find out this information.

• << Previous: Step 4: Refine Your Research Question
• Next: Step 6: Read Your Sources >>

Creative Commons Attribution 3.0 License except where otherwise noted.

Land Acknowledgement

The land on which we gather is the unceded territory of the Awaswas-speaking Uypi Tribe. The Amah Mutsun Tribal Band, comprised of the descendants of indigenous people taken to missions Santa Cruz and San Juan Bautista during Spanish colonization of the Central Coast, is today working hard to restore traditional stewardship practices on these lands and heal from historical trauma.

The land acknowledgement used at UC Santa Cruz was developed in partnership with the Amah Mutsun Tribal Band Chairman and the Amah Mutsun Relearning Program at the UCSC Arboretum .

Preparing the Research Plan

Please visit the following pages to earn more about writing the Research Plan including the Specific Aims and Research Strategy:

Rigorous Study Design

Writing For Reviewers

Writing Specific Aims

Writing a Research Strategy

NIH may return the application if it doesn't meet all formatting requirements: Be sure to follow the rules for font, page limits, and more. Do not include information from one section in another section to evade page limits. If responding to an institute-specific program announcement (PA) (not a parent program announcement) or a request for applications (RFA), check the NIH Guide notice, which has additional information. Should it differ from the Notice of Funding Opportunity (NOFO), defer to the NIH Guide . The application must meet the initiative's objectives and special requirements. NINDS program staff will check the application, and if it is not responsive to the announcement, the application will be withdrawn and returned without a review. For detailed instructions please see the NIH's SF 424 (R&R) Application and Electronic Submission Information for the generic SF 424 Application Guide or in the NOFO.

comments Want to contact NINDS staff? Please visit our Find Your NINDS Program Officer page to learn more about contacting Program Officers, Grants Management Specialists, Scientific Review Officers, and Health Program Specialists.

A Guide to Evidence Synthesis: 4. Write a Search Strategy

• Meet Our Team
• Our Published Reviews and Protocols
• What is Evidence Synthesis?
• Types of Evidence Synthesis
• Evidence Synthesis Across Disciplines
• Finding and Appraising Existing Systematic Reviews
• 0. Develop a Protocol
• 1. Draft your Research Question
• 2. Select Databases
• 3. Select Grey Literature Sources
• 4. Write a Search Strategy
• 5. Register a Protocol
• 6. Translate Search Strategies
• 7. Citation Management
• 8. Article Screening
• 9. Risk of Bias Assessment
• 10. Data Extraction
• 11. Synthesize, Map, or Describe the Results
• Evidence Synthesis Institute for Librarians
• Open Access Evidence Synthesis Resources

Video: Databases and search strategies (3:40 minutes)

Writing a Search Strategy

It is recommended that you work with a librarian to help you design comprehensive search strategies across a variety of databases. Writing a successful search strategy takes an intimate knowledge of bibliographic databases.  

Using Boolean logic is an important component of writing a search strategy: 

• "AND" narrows the search, e.g.  children AND exercise
• "OR" broadens the search, e.g.  (children OR adolescents) AND (exercise OR diet) 
• "NOT" excludes terms, e.g.  exercise NOT diet 
• "*" at the root of a word finds all forms of that word, e.g.  (child* OR adolescen*) AND (exercise* OR diet*)
• parentheses ensure all terms will be searched together as a set 
• quotations around a phrase searches that exact phrase, e.g.  (child* OR adolescen* OR "young adult*") 

Evidence Synthesis Search Strategy Examples

Agriculture example: .

• Research question:  What are the strategies that farmer organizations use, and what impacts do those strategies have on small-scale producers in Sub Saharan Africa and India? 
• Key concepts from the question combined with AND:  (farmer organizations) AND (Sub-Saharan Africa OR India) 
• Protocol and search strategies for this question in CAB Abstracts, Scopus, EconLit, and grey literature
• Published scoping review for this question

Nutrition Example: 

• Research question:  What are the health benefits and safety of folic acid fortification of wheat and maize flour (i.e. alone or in combination with other micronutrients) on folate status and health outcomes in the overall population, compared to wheat or maize flour without folic acid (or no intervention)? 
• Key concepts from the question combined with AND:  (folic acid) AND (fortification) 
• Protocol on PROSPERO
• Published systematic review for this question with search strategies used in 14 databases

Search Strategy Template and Filters

• Human Studies Filter
• Randomized Controlled Trial Filters
• Other Methodology Search Filters

If you want to exclude animal studies from your search results, you may add a "human studies filter" to the end of your search strategy. This approach works best with databases that use Medical Subject Headings (MeSH) or other controlled vocabulary. You can see an example of how this was used in the MEDLINE(Ovid) search strategy of this published review (lines 13-14).

A simplified explanation of this filter can be seen below:

Add the following lines to the end of your search strategy to filter for randomized controlled trials. These are "validated search filters" meaning they have been tested for sensitivity and specificity, and the results of those tests have been published as a scientific article. The ISSG Search Filters Resource provides validated search filters for many other study design types. 

Highly Sensitive MEDLINE (via PubMed) Filter from Cochrane  

(randomized controlled trial [pt] OR controlled clinical trial [pt] OR randomized [tiab] OR placebo [tiab] OR drug therapy [sh] OR randomly [tiab] OR trial [tiab] OR groups [tiab])

Highly Sensitive MEDLINE (OVID) Filter from Cochrane 

((randomized controlled trial.pt. or controlled clinical trial.pt. or randomized.ab. or placebo.ab. or drug therapy.fs. or randomly.ab. or trial.ab. or groups.ab.) not (exp animals/ not humans.sh.)) ​

CINAHL Filter from Cochrane 

TX allocat* random* OR (MH "Quantitative Studies") OR (MH "Placebos") OR TX placebo* OR TX random* allocat* OR (MH "Random Assignment") OR TX randomi* control* trial* OR TX ( (singl* n1 blind*) OR (singl* n1 mask*) ) OR TX ( (doubl* n1 blind*) OR (doubl* n1 mask*) ) OR TX ( (tripl* n1 blind*) OR (tripl* n1 mask*) ) OR TX ( (trebl* n1 blind*) OR (trebl* n1 mask*) ) OR TX clinic* n1 trial* OR PT Clinical trial OR (MH "Clinical Trials+")

PsycINFO Filter from ProQuest:

SU.EXACT("Treatment Effectiveness Evaluation") OR SU.EXACT.EXPLODE("Treatment Outcomes") OR SU.EXACT("Placebo") OR SU.EXACT("Followup Studies") OR placebo* OR random* OR "comparative stud*" OR  clinical NEAR/3 trial* OR research NEAR/3 design OR evaluat* NEAR/3 stud* OR prospectiv* NEAR/3 stud* OR (singl* OR doubl* OR trebl* OR tripl*) NEAR/3 (blind* OR mask*)

Web Of Science (WoS) Filter from University of Alberta - Not Validated

TS= clinical trial* OR TS=research design OR TS=comparative stud* OR TS=evaluation stud* OR TS=controlled trial* OR TS=follow-up stud* OR TS=prospective stud* OR TS=random* OR TS=placebo* OR TS=(single blind*) OR TS=(double blind*)

Scopus Filter from Children's Mercy Kansas City

TITLE-ABS-KEY((clinic* w/1 trial*) OR (randomi* w/1 control*) OR (randomi* w/2 trial*) OR (random* w/1 assign*) OR (random* w/1 allocat*) OR (control* w/1 clinic*) OR (control* w/1 trial) OR placebo* OR (Quantitat* w/1 Stud*) OR (control* w/1 stud*) OR (randomi* w/1 stud*) OR (singl* w/1 blind*) or (singl* w/1 mask*) OR (doubl* w/1 blind*) OR (doubl* w/1 mask*) OR (tripl* w/1 blind*) OR (tripl* w/1 mask*) OR (trebl* w/1 blind*) OR (trebl* w/1 mask*)) AND NOT (SRCTYPE(b) OR SRCTYPE(k) OR SRCTYPE(p) OR SRCTYPE(r) OR SRCTYPE(d) OR DOCTYPE(ab) OR DOCTYPE(bk) OR DOCTYPE(ch) OR DOCTYPE(bz) OR DOCTYPE(cr) OR DOCTYPE(ed) OR DOCTYPE(er) OR DOCTYPE(le) OR DOCTYPE(no) OR DOCTYPE(pr) OR DOCTYPE(rp) OR DOCTYPE(re) OR DOCTYPE(sh))

Sources and more information:

• Cochrane Handbook for Systematic Reviews of Interventions
• Cochrane RCT Filters for Different Databases
• American University of Beirut University Libraries Search Filters / Hedges
• Methodology Search Filters by Study Design - Countway Library of Medicine, Harvard University Filters for RCTs, CCTs, Non-randomized/observational designs, and tests of diagnostic accuracy.
• Search Filters - American University of Beirut University Libraries Filters for RCTs, GUIDELINEs, systematic reviews, qualitative studies, etc.

Pre-generated queries in Scopus for the UN Sustainable Development Goals

Pre-written SDG search strategies available in Scopus 

Scopus, a multidisciplinary research database, provides pre-written search strategies to capture articles on topics about each of the 17 United Nations Sustainable Development Goals  (SDGs). These search strategies were updated in 2023 and are no longer available directly on "Advanced Document Search". To use these SDG search strategies:

• Go to the Elsevier 2023 Sustainable Development Goals (SDGs) Mapping page.
• Under Files , click on the SDG 2023 Queries folder.
• Download the .txt file for each pre-written search strategy you are interested in. You will need to know the number of the SDG of interest (e.g., SDG01.txt is for SDG 1: No Poverty). This .txt file will contain the entire search string for the SDG, already written in Scopus syntax .
• In Scopus , click on "Advanced Document Search".
• Copy and paste the pre-written SDG search strategy into the search field.

More about the Sustainable Development Goals: 

" The 2030 Agenda for Sustainable Development,  adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and into the future. At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries - developed and developing - in a global partnership. They recognize that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth – all while tackling climate change and working to preserve our oceans and forests."

Source:  https://sdgs.un.org/goals 

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Writing & research strategies

University or academic writing (AW) describes the professional writing that is particular to universities and colleges.

There are many distinct forms or genres of writing within academe, but some common element include:

• a thesis statement (or in science, a hypothesis) and/or a research question
• sound, well-developed argumentation
• citations—references to other sources—to help justify and support the arguments
• attention to concise and correct expression, along with uses of discipline-specific terms.

Your writing assignments prepare you for membership in a discipline.

The goal is to let you communicate your knowledge effectively to those within, and sometimes outside, your field.

TIP: Take time to read and re-read the instructions for a writing assignment, and highlight/underline key words that signal your reader’s expectations.

Here are some typical verbs in academic writing assignments, with their general meanings:

• Analyze: to discover essential features or meaningful patterns; to ask how or why
• Evaluate: to determine significance
• Respond: to formulate an opinion and support it
• Synthesize: to examine, closely study, and evaluate how individual text elements work together Summarize: to convey main points as concisely as possible in your own words
• Define: to determine the essential quality of something; to state meaning and identify qualities
• Explain: to relate cause and effect; make the relationships between things evident (why? how?)
• Describe: to provide specific characteristics and features

Not sure what to write about or how to focus a broad topic? Create claims and ask questions.

If an assignment invites you to pick your own topic, start by writing down your own interests and things you’re curious about. Talk to people and surf the net (incl. blogs) just to get a preliminary idea of what others are saying. This is not formal research, just priming the pump.

If an assignment topic or your own initial idea is too broad, write the broad idea as a complete sentence whose verb expresses an action or relationship: for example, conflict, describe, continue, develop. These verbs help turn your topic into a claim--a simple position or argument that you can develop.

Try generating researchable questions from this basic argument: what? how? why? when? Also consider asking a question that disagrees with your own main argument; this could generate fruitful ideas.

Ask a MOTIVATING question . The basic issue is—“So what?” Why does this topic or question matter? Why is it interesting? To whom is it interesting?

When looking for evidence to support your claims, go beyond Google or Wikipedia.

The library has many resources and services to help you find the kinds of research sources you will need to use for academic writing. The library has resources (books, databases, and more) for all sorts of subjects as well as research guides that divide all the resources along subject lines. Start by looking at the research guide for your subject.

 Use the best possible sources for your assignments.

Consider what kind of information you need. Did your professor ask you to reference peer-reviewed articles? Have you been asked to use websites or g   overnment statistics? In most cases you will need to incorporate scholarly literature into your research process. Regardless, always ensure that you are evaluating your resources.

TIP: When evaluating websites ask questions around the material’s authority, relevance, purpose, currency, and accuracy. For further help visit: Evaluating resources.

Cite your sources.

Once you have incorporated sources into your writing, you need to reference them properly. This is all part of maintaining your academic integrity. Just as you wouldn’t cheat on an exam, you do not want to be stuck in a situation where you are caught plagiarizing. The library has a number of resources to help you properly attribute the sources you use in your paper.

TIP: Take the SFU Library plagiarism tutorial .

A thesis sentence (statement) expresses the position you’re taking about your topic and indicates supporting arguments or points.

For this reason, a thesis generally takes shape after the research is done and you have a sense of how you will organize your material. Because a thesis statement also forecasts for the reader the main elements your paper will cover, in many papers it’s placed near the beginning.

2 tips to build your thesis:

• Organize your most important pieces of evidence to create a logical pattern.
• When drafting your thesis, avoid stating the obvious or rewording the beliefs or viewpoints of your sources.

Use your thesis and evidence to organize your paper.

As you formulate your thesis, you will start to see the main points of your paper. From those points, create an outline. This often makes it easier to write the first draft.

Drafting and revising is an essential part of writing

Your first draft puts flesh on a skeleton of ideas, points, and information, but it’s not yet finished. When planning your assignment, allow time for several drafts. Never hand in an unedited draft, not even for in-class writing or an essay test.

Writing under pressure? 

• Leave a few minutes near the end of the test for a complete read-through.
• Make sure your introduction sets out your position and forecasts your main points, your paragraphs develop each point, and your conclusion answers “So what?”
• Look for missing or wrong words, major misspellings, incomplete or illogical sentences, or grammar errors that could affect meaning.

Want to learn more about editing your own writing? The Student Learning Commons can assist you.

Know where to find help when you need it!

The Student Learning Commons offers writing consultations and other support.

The Library offers help with research strategies, proper citation, locating resources, and more.

You can find the online presentation at prezi.com : enter “Writing & Research Success” in the Search field.

The One Method That Changes Your—and All Students’—Writing

Science-based writing methods can achieve dramatic results..

Posted May 14, 2024 | Reviewed by Abigail Fagan

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• A focus on writing style might have limited the method's impacts.

I remember spending hours commenting painstakingly on my students’ papers when I was a graduate student teaching in the Expository Writing Program at New York University. My students loved our classes, and they filled my sections and gave me terrific course evaluations. Yet I could see that their writing failed to change significantly over the course of the semester. I ended up feeling as if I should refund their money, haunted by the blunt instruments we had to teach writing.

As I’ve learned from directing five writing programs at three different universities, methods matter. When I reviewed comments on papers from instructors who taught in my programs, I discovered that the quantity and quality of comments on students’ papers made only a slight impact on writing outcomes. For instance, one notoriously lazy instructor took several weeks to return assignments and only used spelling and grammar checkers to automate comments. But his conscientious colleague made dozens of sharp observations about students’ arguments, paragraphs, and sentences. However, Mr. Conscientious’ students improved perhaps only 10% over Mr. Minimalist’s students. Even then, the differences stemmed from basic guidelines Mr. Conscientious insisted his students write to, which included providing context sentences at the outset of their essay introductions.

Educators have also poured resources into teaching writing, with increasing numbers of hours dedicated to teaching writing across primary, secondary, and higher education . Yet studies continue to find writing skills inadequate . In higher education, most universities require at least a year of writing-intensive courses, with many universities also requiring writing across the curriculum or writing in the disciplines to help preserve students’ writing skills. However, writing outcomes have remained mostly unchanged .

While pursuing my doctorate, I dedicated my research to figuring out how writing worked. As a graduate student also teaching part-time, I was an early convert to process writing. I also taught those ancient principles of logos, ethos, and pathos, as well as grammar and punctuation. Nevertheless, these frameworks only created a canvas for students’ writing. What was missing: how writers should handle words, sentence structure, and relationships between sentences.

Yet researchers published the beginnings of a science-based writing method over 30 years ago. George Gopen, Gregory Colomb, and Joseph Williams created a framework for identifying how to maximize the clarity, coherence, and continuity of writing. In particular, Gopen and Swan (1990) created a methodology for making scientific writing readable . This work should have been a revelation to anyone teaching in or directing a writing program. But, weirdly, comparatively few writing programs or faculty embraced this work, despite Williams, Colomb, and Gopen publishing both research and textbooks outlining the method and process.

Peculiarly, this framework—represented by Williams’ Style series of textbooks and Gopen’s reader expectation approach—failed to become standard in writing courses, likely because of two limitations. First, both Gopen and Williams hewed to a relativistic stance on writing methods, noting that rule-flouting often creates a memorable style. This stance created a raft of often-contradictory principles for writing. For example, Williams demonstrated that beginning sentences with There is or There are openings hijacked the clarity of sentences, then argued writers should use There is or There are to shunt important content into sentence emphasis positions, where readers recall content best. Second, these researchers failed to tie this writing framework to the wealth of data in psycholinguistics, cognitive neuroscience , or cognitive psychology on how our reading brains process written English. For instance, textbooks written by these three principal researchers avoid any mention of why emphasis positions exist at the ends of sentences and paragraphs—despite the concept clearly originating in the recency effect. This limitation may stem from the humanities’ long-held antipathy to the idea that writing is a product, rather than a process. Or even that science-based methods can help teachers and programs measure the effectiveness of writing, one reason why university First-Year Writing programs have failed to improve students’ writing in any measurable way.

Nevertheless, when you teach students how our reading brains work, you create a powerful method for rapidly improving their writing—in any course that requires writing and at all levels of education. Students can grasp how writing works as a system and assess the costs and benefits of decisions writers face, even as they choose their first words. This method also works powerfully to help students immediately understand how, for instance, paragraph heads leverage priming effects to shape readers’ understanding of paragraph content.

Using this method, I and my colleagues have helped students use a single writing assignment to secure hundreds of jobs, win millions in grant funding, and advance through the ranks in academia. However, we’ve also used the same method without modifications in elementary and secondary classrooms to bolster students’ writing by as much as three grade levels in a single year.

Perhaps the time has arrived for this well-kept secret to revolutionizing student writing outcomes to begin making inroads into more writing classrooms.

Gopen, G. D. and J. A. Swan (1990). "The Science of Scientific Writing." American Scientist 78(6): 550-558.

Gopen, George. The Sense of Structure: Writing from the Reader’s Perspective . Pearson, 2004.

Gopen, George. Expectations: Teaching Writing from the Reader’s Perspective . Pearson, 2004.

Williams, Joseph. Style: Toward Clarity and Grace . University of Chicago Press, 1995.

Williams, Joseph. Style: Ten Lessons in Clarity and Grace . Harper Collins, 1994.

Williams, Joseph. Style: The Basics of Clarity and Grace . Longman, 2002.

Jane Yellowlees Douglas, Ph.D. , is a consultant on writing and organizations. She is also the author, with Maria B. Grant, MD, of The Biomedical Writer: What You Need to Succeed in Academic Medicine .

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