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

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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.

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

Once you have outlined your goals, objectives, steps, and tasks, it’s time to drill down on selecting research methods . You’ll want to leverage specific research strategies and processes. When you know what methods will help you reach your goals, you and your teams will have direction to perform and execute your assigned tasks.

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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FLEET LIBRARY | Research Guides

Rhode island school of design, create a research plan: research plan.

• Research Plan
• Literature Review
• Ulrich's Global Serials Directory
• Related Guides

A research plan is a framework that shows how you intend to approach your topic. The plan can take many forms: a written outline, a narrative, a visual/concept map or timeline. It's a document that will change and develop as you conduct your research. Components of a research plan

1. Research conceptualization - introduces your research question

2. Research methodology - describes your approach to the research question

3. Literature review, critical evaluation and synthesis - systematic approach to locating,

    reviewing and evaluating the work (text, exhibitions, critiques, etc) relating to your topic

4. Communication - geared toward an intended audience, shows evidence of your inquiry

Research conceptualization refers to the ability to identify specific research questions, problems or opportunities that are worthy of inquiry. Research conceptualization also includes the skills and discipline that go beyond the initial moment of conception, and which enable the researcher to formulate and develop an idea into something researchable ( Newbury 373).

Research methodology refers to the knowledge and skills required to select and apply appropriate methods to carry through the research project ( Newbury 374) .

Method describes a single mode of proceeding; methodology describes the overall process.

Method - a way of doing anything especially according to a defined and regular plan; a mode of procedure in any activity

Methodology - the study of the direction and implications of empirical research, or the sustainability of techniques employed in it; a method or body of methods used in a particular field of study or activity *Browse a list of research methodology books  or this guide on Art & Design Research

Literature Review, critical evaluation & synthesis

A literature review is a systematic approach to locating, reviewing, and evaluating the published work and work in progress of scholars, researchers, and practitioners on a given topic.

Critical evaluation and synthesis is the ability to handle (or process) existing sources. It includes knowledge of the sources of literature and contextual research field within which the person is working ( Newbury 373).

Literature reviews are done for many reasons and situations. Here's a short list:

Sources to consult while conducting a literature review:

Online catalogs of local, regional, national, and special libraries

meta-catalogs such as worldcat , Art Discovery Group , europeana , world digital library or RIBA

subject-specific online article databases (such as the Avery Index, JSTOR, Project Muse)

digital institutional repositories such as Digital Commons @RISD ; see Registry of Open Access Repositories

Open Access Resources recommended by RISD Research LIbrarians

works cited in scholarly books and articles

print bibliographies

the internet-locate major nonprofit, research institutes, museum, university, and government websites

search google scholar to locate grey literature & referenced citations

trade and scholarly publishers

fellow scholars and peers

Communication                              

Communication refers to the ability to

• structure a coherent line of inquiry
• communicate your findings to your intended audience
• make skilled use of visual material to express ideas for presentations, writing, and the creation of exhibitions ( Newbury 374)

Research plan framework: Newbury, Darren. "Research Training in the Creative Arts and Design." The Routledge Companion to Research in the Arts . Ed. Michael Biggs and Henrik Karlsson. New York: Routledge, 2010. 368-87. Print.

About the author

Except where otherwise noted, this guide is subject to a Creative Commons Attribution license

source document

  Routledge Companion to Research in the Arts

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• A Research Guide
• Research Paper Guide

How to Write a Research Plan

• Research plan definition
• Purpose of a research plan
• Research plan structure
• Step-by-step writing guide

Tips for creating a research plan

• Research plan examples

Research plan: definition and significance

What is the purpose of a research plan.

• Bridging gaps in the existing knowledge related to their subject.
• Reinforcing established research about their subject.
• Introducing insights that contribute to subject understanding.

Research plan structure & template

Introduction.

• What is the existing knowledge about the subject?
• What gaps remain unanswered?
• How will your research enrich understanding, practice, and policy?

Literature review

Expected results.

• Express how your research can challenge established theories in your field.
• Highlight how your work lays the groundwork for future research endeavors.
• Emphasize how your work can potentially address real-world problems.

5 Steps to crafting an effective research plan

Step 1: define the project purpose, step 2: select the research method, step 3: manage the task and timeline, step 4: write a summary, step 5: plan the result presentation.

• Brainstorm Collaboratively: Initiate a collective brainstorming session with peers or experts. Outline the essential questions that warrant exploration and answers within your research.
• Prioritize and Feasibility: Evaluate the list of questions and prioritize those that are achievable and important. Focus on questions that can realistically be addressed.
• Define Key Terminology: Define technical terms pertinent to your research, fostering a shared understanding. Ensure that terms like “church” or “unreached people group” are well-defined to prevent ambiguity.
• Organize your approach: Once well-acquainted with your institution’s regulations, organize each aspect of your research by these guidelines. Allocate appropriate word counts for different sections and components of your research paper.

Research plan example

• Writing a Research Paper
• Research Paper Title
• Research Paper Sources
• Research Paper Problem Statement
• Research Paper Thesis Statement
• Hypothesis for a Research Paper
• Research Question
• Research Paper Outline
• Research Paper Summary
• Research Paper Prospectus
• Research Paper Proposal
• Research Paper Format
• Research Paper Styles
• AMA Style Research Paper
• MLA Style Research Paper
• Chicago Style Research Paper
• APA Style Research Paper
• Research Paper Structure
• Research Paper Cover Page
• Research Paper Abstract
• Research Paper Introduction
• Research Paper Body Paragraph
• Research Paper Literature Review
• Research Paper Background
• Research Paper Methods Section
• Research Paper Results Section
• Research Paper Discussion Section
• Research Paper Conclusion
• Research Paper Appendix
• Research Paper Bibliography
• APA Reference Page
• Annotated Bibliography
• Bibliography vs Works Cited vs References Page
• Research Paper Types
• What is Qualitative Research

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Performing Academic Research: Creating a research plan

• The research process
• Creating a research plan
• Primary and secondary sources
• Academic vs. non-academic information
• Evaluating information: The PAARC test

What is a research plan?

When doing research, it pays to plan ahead. If you take some time to really think about your topic and how you're going to look for sources, you can save yourself hours in the long run. A well thought out research plan will help you find relevant books, ebooks, journal articles, encyclopedia articles, dictionary entries and more much more easily than if you just jumped right in to a database and hoped for the best. It's an easy and helpful way to organize your thinking about a topic, which will help you find what you need.

To help you with creating your research plan, we've set out the following steps:

Step one - Write down your topic

Start by writing out your topic, either on a piece of paper or in a notebook or typed out on your computer. Writing out your topic will help you visualize the parts of your topic, which will be helpful as you build your research plan.

For example, let's say our topic is:

How effective is social media in influencing the youth vote?

Write your topic out like we have here and take a moment to think about the topic and what it is really asking. If what you write out the first time turns out to not be the question you want to ask, try writing it down again with a different wording. Keep doing this until you're confident you've captured the topic you really want to explore.

Step two - Identify your core concepts

Next, take a look at your topic and try to identify what we call its  core concepts . The core concepts of a topic are the words that represent the major ideas that you'll explore with your topic.

Think of it this way: what would be the words in your topic that you would absolutely need to be able to identify your topic? Any words that you absolutely need are your core concepts. Any other words are just there to help contextualize those concepts in a sentence.

When identifying core concepts, it can help to circle or highlight them in your topic sentence. For our example, that would look like this:

Here, we've highlighted social media , youth and vote . These are the three major ideas that we'll be looking at with this topic. They are the "who" (youth) and the "what" (social media and voting) of your topic. All of the other words in your sentence simply relate to these three core concepts and help contextualize them in a sentence. Those words are helpful when you're trying to express a topic to someone else, but, when you're search for sources using a computer, all you need are the essential, core concepts. Anything else will simple get in the way of getting good results.

Step three - Find synonyms

Next, you need to think of synonyms for your core concepts, or other ways that you might express those words. This is critically important when you're doing any type of computer-based searching.

Here's why:

Different people will express the same idea different ways using different words, yet everyone can still get their point across. For example, while you might call a bicycle a "bike" or a "velocipede" (no, really, it's a real word), you're still able to understand that all of those words refer to "a vehicle having two wheels held one behind the other in a frame, typically propelled by a seated rider using pedals, and steered by means of handlebars at the front" (OED Online).

However, computers aren't very good at making those kinds of connections. For the most part, they will only search for the specific word you give them. For example, if you type "bike" into a database search box, you'll only find sources that use the word "bike". You won't find the sources that use "bicycle" even if those sources are appropriate to your topic. By finding and using different synonyms for your core concepts in your search, you increase your chances for finding more material on your topic.

Here's what it would look like to find the synonyms for the three core concepts in our example:

Social Media: social network, social networks, social networking, Facebook, Twitter, Instagram, Snapchat, Tumblr

Youth: young adult, young adults, teen, teens, teenager, teenagers, adolescent, adolescents, adolescence

Vote: voting, voter, voters, political, politics

Step four - Apply truncation

Now you have all these different words to express your core concepts, which is great. But it will be a real pain to type out five or six different ways to say the same word each time you do a search, right? Well, you're in luck! There is a technique called "truncation" that will save you time and effort when performing searches.

To use truncation, start by identifying the common "root" for your synonyms. This is the word, or even just part of a word , that many of your synonyms have in common. For example, from the synonyms we found above:

social network, social networking = social network

young adult, young adults = young adult

teen, teenage, teenager, teens, teenagers = teen

adolescence, adolescent, adolescents = adolescen

vote, voter, voters, voting = vot

political, politics = politic

"vote," "voter" and "voting" in the above list all share the same root as "vot." Everything that comes after the "t" is really just a matter of variations in spelling.

In some case, a word just won't have a "root", or maybe that "root" is actually the entire word. For example, from the synonyms we found above:

social media = social media

Facebook = Facebook

youth = youth

There's just no other way to say "youth" that means a teenager. While "Youthful," shares the same root with "Youth", it doesn't mean the same thing. The same goes for "social media." Finally, because "Facebook" is a proper name of a specific thing, you don't truncate it, either. This would apply to the name of any specific social media site.

Once you've identified your root words, you can apply what is called the truncation symbol , which is a special character that computers recoqnize as telling them "find me any word that starts with this root, no matter what the ending." By applying this special symbol, you can type just the root word into a database and it will retrieve all the variations in spelling for that word, doing some of your work for you. Most of the time, the truncation symbol is a " * ", although it can sometimes be a " $ " or a " ? ". Most databases will tell you which symbol to use.

For our example words, the roots with their truncation symbols would look like this:

social network*

social media

young adult*

Note that, because there's no other way to say "youth," "social media," or "Facebook we've left off the truncation symbols. If we put a "*" at the end, the computer would find references to words like "Youthful," or "social mediation," which we don't really apply to our topic.

Step five - Use Boolean operators and nesting

Now that you have your list of truncated terms, it's time to put them all together into a search phrase. To do this, you'll need to use two techniques: Boolean operators and nesting .

Boolean operators are three words that computers identify as having special functions when searching. These words are:

• AND - Putting "and" between two words tells the computer to give you all the results in a database that use both of those words. Use it whenever you need to combine two or more concepts.
• OR - Putting "or" between two words tells the computer to give you all the results in a database that use at least one of the words, as well as results that use both. Use it whenever you need to list synonyms for the same concept.
• NOT - Putting "not" before a word tells the computer to eliminate any result that uses the following word from the list of results. It is the trickiest of the three Boolean operators and the one that you will likely use least often. Only use it when you receive a large amount of off-topic results as a way to get rid of the off-topic entries.

Nesting is the technique of using multiple search boxes to control the way a search is run. By combining multiple search boxes together, you force the computer to do a series of mini-searches and combine the results of those mini-searches to create the results for your final search. It's similar to brackets in a mathematical equation. To solve an equation with brackets, you have to do the calculations inside of the bracket before you can complete what is outside the bracket. Nesting is asking the computer to do the same thing with your search.

If we apply Boolean operators and nesting to our example list of truncated terms, we'll get something that looks like this:

social media OR social network* OR Facebook OR Twitter OR Instagram OR Snapchat OR Tumblr

AND Young adult* OR youth OR teen* OR adolescen*

AND vot* OR politic*

In the above example, we've used "or" to combine "social media," "social network*," "Facebook," "Twitter," "Instagram," "Snapchat," and "Tumblr" in one search box (represented here by a black rectangle), used "or" again to combine "young adult*," "youth," "teen*" and "adolescen*" in a second search box. and used "or" again to combine "vot*," and "politic*" in a third search box. This creates three mini-searches, one that will find any result that uses any of the different ways to say "social media," one that will find any result that uses any of the different ways to say "youth," and one that will find any result that uses any of the different ways to say "vote." Finally, we combine the three boxes with "and," so that the final search will find any result that makes reference to at least one of the ways to say "social media," at least one of the ways to say "youth" and at least one of the ways to say "vote." By doing all of this, we've maximized our chances at getting a solid set of on-topic sources to work with.

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Write Your Research Plan

In this part, we give you detailed information about writing an effective Research Plan. We start with the importance and parameters of significance and innovation.

We then discuss how to focus the Research Plan, relying on the iterative process described in the Iterative Approach to Application Planning Checklist shown at Draft Specific Aims  and give you advice for filling out the forms.

You'll also learn the importance of having a well-organized, visually appealing application that avoids common missteps and the importance of preparing your just-in-time information early.

While this document is geared toward the basic research project grant, the R01, much of it is useful for other grant types.

Table of Contents

Research plan overview and your approach, craft a title, explain your aims, research strategy instructions, advice for a successful research strategy, graphics and video, significance, innovation, and approach, tracking for your budget, preliminary studies or progress report, referencing publications, review and finalize your research plan, abstract and narrative.

Your application's Research Plan has two sections:

• Specific Aims —a one-page statement of your objectives for the project.
• Research Strategy —a description of the rationale for your research and your experiments in 12 pages for an R01.

In your Specific Aims, you note the significance and innovation of your research; then list your two to three concrete objectives, your aims.

Your Research Strategy is the nuts and bolts of your application, where you describe your research rationale and the experiments you will conduct to accomplish each aim. Though how you organize it is largely up to you, NIH expects you to follow these guidelines.

• Organize using bold headers or an outline or numbering system—or both—that you use consistently throughout.
• Start each section with the appropriate header: Significance, Innovation, or Approach.
• Organize the Approach section around your Specific Aims.

Format of Your Research Plan

To write the Research Plan, you don't need the application forms. Write the text in your word processor, turn it into a PDF file, and upload it into the application form when it's final.

Because NIH may return your application if it doesn't meet all requirements, be sure to follow the rules for font, page limits, and more. Read the instructions at NIH’s Format Attachments .

For an R01, the Research Strategy can be up to 12 pages, plus one page for Specific Aims. Don't pad other sections with information that belongs in the Research Plan. NIH is on the lookout and may return your application to you if you try to evade page limits.

Follow Examples

As you read this page, look at our Sample Applications and More  to see some of the different strategies successful PIs use to create an outstanding Research Plan.

Keeping It All In Sync

Writing in a logical sequence will save you time.

Information you put in the Research Plan affects just about every other application part. You'll need to keep everything in sync as your plans evolve during the writing phase.

It's best to consider your writing as an iterative process. As you develop and finalize your experiments, you will go back and check other parts of the application to make sure everything is in sync: the "who, what, when, where, and how (much money)" as well as look again at the scope of your plans.

In that vein, writing in a logical sequence is a good approach that will save you time. We suggest proceeding in the following order:

• Create a provisional title.
• Write a draft of your Specific Aims.
• Start with your Significance and Innovation sections.
• Then draft the Approach section considering the personnel and skills you'll need for each step.
• Evaluate your Specific Aims and methods in light of your expected budget (for a new PI, it should be modest, probably under the $250,000 for NIH's modular budget).
• As you design experiments, reevaluate your hypothesis, aims, and title to make sure they still reflect your plans.
• Prepare your Abstract (a summary of your Specific Aims).
• Complete the other forms.

Even the smaller sections of your application need to be well-organized and readable so reviewers can readily grasp the information. If writing is not your forte, get help.

To view writing strategies for successful applications, see our Sample Applications and More . There are many ways to create a great application, so explore your options.

Within the character limit, include the important information to distinguish your project within the research area, your project's goals, and the research problem.

Giving your project a title at the outset can help you stay focused and avoid a meandering Research Plan. So you may want to launch your writing by creating a well-defined title.

NIH gives you a 200 character limit, but don’t feel obliged to use all of that allotment. Instead, we advise you to keep the title as succinct as possible while including the important information to distinguish your project within the research area. Make your title reflect your project's goals, the problem your project addresses, and possibly your approach to studying it. Make your title specific: saying you are studying lymphocyte trafficking is not informative enough.

For examples of strong titles, see our Sample Applications and More .

After you write a preliminary title, check that

• My title is specific, indicating at least the research area and the goals of my project.
• It is 200 characters or less.
• I use as simple language as possible.
• I state the research problem and, possibly, my approach to studying it.
• I use a different title for each of my applications. (Note: there are exceptions, for example, for a renewal—see Apply for Renewal  for details.)
• My title has appropriate keywords.

Later you may want to change your initial title. That's fine—at this point, it's just an aid to keep your plans focused.

Since all your reviewers read your Specific Aims, you want to excite them about your project.

If testing your hypothesis is the destination for your research, your Research Plan is the map that takes you there.

You'll start by writing the smaller part, the Specific Aims. Think of the one-page Specific Aims as a capsule of your Research Plan. Since all your reviewers read your Specific Aims, you want to excite them about your project.

For more on crafting your Specific Aims, see Draft Specific Aims .

Write a Narrative

Use at least half the page to provide the rationale and significance of your planned research. A good way to start is with a sentence that states your project's goals.

For the rest of the narrative, you will describe the significance of your research, and give your rationale for choosing the project. In some cases, you may want to explain why you did not take an alternative route.

Then, briefly describe your aims, and show how they build on your preliminary studies and your previous research. State your hypothesis.

If it is likely your application will be reviewed by a study section with broad expertise, summarize the status of research in your field and explain how your project fits in.

In the narrative part of the Specific Aims of many outstanding applications, people also used their aims to

• State the technologies they plan to use.
• Note their expertise to do a specific task or that of collaborators.
• Describe past accomplishments related to the project.
• Describe preliminary studies and new and highly relevant findings in the field.
• Explain their area's biology.
• Show how the aims relate to one another.
• Describe expected outcomes for each aim.
• Explain how they plan to interpret data from the aim’s efforts.
• Describe how to address potential pitfalls with contingency plans.

Depending on your situation, decide which items are important for you. For example, a new investigator would likely want to highlight preliminary data and qualifications to do the work.

Many people use bold or italics to emphasize items they want to bring to the reviewers' attention, such as the hypothesis or rationale.

Detail Your Aims

After the narrative, enter your aims as bold bullets, or stand-alone or run-on headers.

• State your plans using strong verbs like identify, define, quantify, establish, determine.
• Describe each aim in one to three sentences.
• Consider adding bullets under each aim to refine your objectives.

How focused should your aims be? Look at the example below.

Spot the Sample

Read the Specific Aims of the Application from Drs. Li and Samulski , "Enhance AAV Liver Transduction with Capsid Immune Evasion."

• Aim 1. Study the effect of adeno-associated virus (AAV) empty particles on AAV capsid antigen cross-presentation in vivo .
• Aim 2. Investigate AAV capsid antigen presentation following administration of AAV mutants and/or proteasome inhibitors for enhanced liver transduction in vivo .
• Aim 3. Isolate AAV chimeric capsids with human hepatocyte tropism and the capacity for cytotoxic T lymphocytes (CTL) evasion.

After finishing the draft Specific Aims, check that

• I keep to the one-page limit.
• Each of my two or three aims is a narrowly focused, concrete objective I can achieve during the grant.
• They give a clear picture of how my project can generate knowledge that may improve human health.
• They show my project's importance to science, how it addresses a critical research opportunity that can move my field forward.
• My text states how my work is innovative.
• I describe the biology to the extent needed for my reviewers.
• I give a rationale for choosing the topic and approach.
• I tie the project to my preliminary data and other new findings in the field.
• I explicitly state my hypothesis and why testing it is important.
• My aims can test my hypothesis and are logical.
• I can design and lead the execution of two or three sets of experiments that will strive to accomplish each aim.
• As much as possible, I use language that an educated person without expertise can understand.
• My text has bullets, bolding, or headers so reviewers can easily spot my aims (and other key items).

For each element listed above, analyze your text and revise it until your Specific Aims hit all the key points you'd like to make.

After the list of aims, some people add a closing paragraph, emphasizing the significance of the work, their collaborators, or whatever else they want to focus reviewers' attention on.

Your Research Strategy is the bigger part of your application's Research Plan (the other part is the Specific Aims—discussed above.)

The Research Strategy is the nuts and bolts of your application, describing the rationale for your research and the experiments you will do to accomplish each aim. It is structured as follows:

• Significance
• You can either include this information as a subsection of Approach or integrate it into any or all of the three main sections.
• If you do the latter, be sure to mark the information clearly, for example, with a bold subhead.
• Possible other sections, for example, human subjects, vertebrate animals, select agents, and others (these do not count toward the page limit).

Though how you organize your application is largely up to you, NIH does want you to follow these guidelines:

• Add bold headers or an outlining or numbering system—or both—that you use consistently throughout.
• Start each of the Research Strategy's sections with a header: Significance, Innovation, and Approach.

For an R01, the Research Strategy is limited to 12 pages for the three main sections and the preliminary studies only. Other items are not included in the page limit.

Find instructions for R01s in the SF 424 Application Guide—go to NIH's SF 424 (R&R) Application and Electronic Submission Information for the generic SF 424 Application Guide or find it in your notice of funding opportunity (NOFO).

For most applications, you need to address Rigor and Reproducibility by describing the experimental design and methods you propose and how they will achieve robust and unbiased results. The requirement applies to research grant, career development, fellowship, and training applications.

If you're 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 you need. Should it differ from the NOFO, go with the NIH Guide .

Also note that your application must meet the initiative's objectives and special requirements. NIAID program staff will check your application, and if it is not responsive to the announcement, your application will be returned to you without a review.

When writing your Research Strategy, your goal is to present a well-organized, visually appealing, and readable description of your proposed project. That means your writing should be streamlined and organized so your reviewers can readily grasp the information. If writing is not your forte, get help.

There are many ways to create an outstanding Research Plan, so explore your options.

What Success Looks Like

Your application's Research Plan is the map that shows your reviewers how you plan to test your hypothesis.

It not only lays out your experiments and expected outcomes, but must also convince your reviewers of your likely success by allaying any doubts that may cross their minds that you will be able to conduct the research.

Notice in the sample applications how the writing keeps reviewers' eyes on the ball by bringing them back to the main points the PIs want to make. Write yourself an insurance policy against human fallibility: if it's a key point, repeat it, then repeat it again.

The Big Three

So as you write, put the big picture squarely in your sights. When reviewers read your application, they'll look for the answers to three basic questions:

• Can your research move your field forward?
• Is the field important—will progress make a difference to human health?
• Can you and your team carry out the work?

Add Emphasis

Savvy PIs create opportunities to drive their main points home. They don't stop at the Significance section to emphasize their project's importance, and they look beyond their biosketches to highlight their team's expertise.

Don't take a chance your reviewer will gloss over that one critical sentence buried somewhere in your Research Strategy or elsewhere. Write yourself an insurance policy against human fallibility: if it's a key point, repeat it, then repeat it again.

Add more emphasis by putting the text in bold, or bold italics (in the modern age, we skip underlining—it's for typewriters).

Here are more strategies from our successful PIs:

• While describing a method in the Approach section, they state their or collaborators' experience with it.
• They point out that they have access to a necessary piece of equipment.
• When explaining their field and the status of current research, they weave in their own work and their preliminary data.
• They delve into the biology of the area to make sure reviewers will grasp the importance of their research and understand their field and how their work fits into it.

You can see many of these principles at work in the Approach section of the Application from Dr. William Faubion , "Inflammatory cascades disrupt Treg function through epigenetic mechanisms."

• Reviewers felt that the experiments described for Aim 1 will yield clear results.
• The plans to translate those findings to gene targets of relevance are well outlined and focused.
• He ties his proposed experiments to the larger picture, including past research and strong preliminary data for the current application. 

Anticipate Reviewer Questions

Our applicants not only wrote with their reviewers in mind they seemed to anticipate their questions. You may think: how can I anticipate all the questions people may have? Of course you can't, but there are some basic items (in addition to the "big three" listed above) that will surely be on your reviewers' minds:

• Will the investigators be able to get the work done within the project period, or is the proposed work over ambitious?
• Did the PI describe potential pitfalls and possible alternatives?
• Will the experiments generate meaningful data?
• Could the resulting data prove the hypothesis?
• Are others already doing the work, or has it been already completed?

Address these questions; then spend time thinking about more potential issues specific to you and your research—and address those too.

For applications, a picture can truly be worth a thousand words. Graphics can illustrate complex information in a small space and add visual interest to your application.

Look at our sample applications to see how the investigators included schematics, tables, illustrations, graphs, and other types of graphics to enhance their applications.

Consider adding a timetable or flowchart to illustrate your experimental plan, including decision trees with alternative experimental pathways to help your reviewers understand your plans.

Plan Ahead for Video

If you plan to send one or more videos, you'll need to meet certain standards and include key information in your Research Strategy now.

To present some concepts or demonstrations, video may enhance your application beyond what graphics alone can achieve. However, you can't count on all reviewers being able to see or hear video, so you'll want to be strategic in how you incorporate it into your application.

Be reviewer-friendly. Help your cause by taking the following steps:

• Caption any narration in the video.
• Choose evocative still images from your video to accompany your summary.
• Write your summary of the video carefully so the text would make sense even without the video.

In addition to those considerations, create your videos to fit NIH’s technical requirements. Learn more in the SF 424 Form Instructions .

Next, as you write your Research Strategy, include key images from the video and a brief description.

Then, state in your cover letter that you plan to send video later. (Don't attach your files to the application.)

After you apply and get assignment information from the Commons, ask your assigned scientific review officer (SRO) how your business official should send the files. Your video files are due at least one month before the peer review meeting.

Know Your Audience's Perspective

The primary audience for your application is your peer review group. Learn how to write for the reviewers who are experts in your field and those who are experts in other fields by reading Know Your Audience .

Be Organized: A B C or 1 2 3?

In the top-notch applications we reviewed, organization ruled but followed few rules. While you want to be organized, how you go about it is up to you.

Nevertheless, here are some principles to follow:

• Start each of the Research Strategy's sections with a header: Significance, Innovation, and Approach—this you must do.

The Research Strategy's page limit—12 for R01s—is for the three main parts: Significance, Innovation, and Approach and your preliminary studies (or a progress report if you're renewing your grant). Other sections, for example, research animals or select agents, do not have a page limit.

Although you will emphasize your project's significance throughout the application, the Significance section should give the most details. Don't skimp—the farther removed your reviewers are from your field, the more information you'll need to provide on basic biology, importance of the area, research opportunities, and new findings.

When you describe your project's significance, put it in the context of 1) the state of your field, 2) your long-term research plans, and 3) your preliminary data.

In our Sample Applications , you can see that both investigators and reviewers made a case for the importance of the research to improving human health as well as to the scientific field.

Look at the Significance section of the Application from Dr. Mengxi Jiang , "Intersection of polyomavirus infection and host cellular responses," to see how these elements combine to make a strong case for significance.

• Dr. Jiang starts with a summary of the field of polyomavirus research, identifying critical knowledge gaps in the field.
• The application ties the lab's previous discoveries and new research plans to filling those gaps, establishing the significance with context.
• Note the use of formatting, whitespace, and sectioning to highlight key points and make it easier for reviewers to read the text.

After conveying the significance of the research in several parts of the application, check that

• In the Significance section, I describe the importance of my hypothesis to the field (especially if my reviewers are not in it) and human disease.
• I also point out the project's significance throughout the application.
• The application shows that I am aware of opportunities, gaps, roadblocks, and research underway in my field.
• I state how my research will advance my field, highlighting knowledge gaps and showing how my project fills one or more of them.
• Based on my scan of the review committee roster, I determine whether I cannot assume my reviewers will know my field and provide some information on basic biology, the importance of the area, knowledge gaps, and new findings.

If you are either a new PI or entering a new area: be cautious about seeming too innovative. Not only is innovation just one of five review criteria, but there might be a paradigm shift in your area of science. A reviewer may take a challenge to the status quo as a challenge to his or her world view.

When you look at our sample applications, you see that both the new and experienced investigators are not generally shifting paradigms. They are using new approaches or models, working in new areas, or testing innovative ideas.

After finishing the draft innovation section, check that

• I show how my proposed research is new and unique, e.g., explores new scientific avenues, has a novel hypothesis, will create new knowledge.
• Most likely, I explain how my project's research can refine, improve, or propose a new application of an existing concept or method.
• Make a very strong case for challenging the existing paradigm.
• Have data to support the innovative approach.
• Have strong evidence that I can do the work.

In your Approach, you spell out a few sets of experiments to address each aim. As we noted above, it's a good idea to restate the key points you've made about your project's significance, its place in your field, and your long-term goals.

You're probably wondering how much detail to include.

If you look at our sample applications as a guide, you can see very different approaches. Though people generally used less detail than you'd see in a scientific paper, they do include some experimental detail.

Expect your assigned reviewers to scrutinize your approach: they will want to know what you plan to do and how you plan to do it.

NIH data show that of the peer review criteria, approach has the highest correlation with the overall impact score.

Look at the Application from Dr. Mengxi Jiang , "Intersection of polyomavirus infection and host cellular responses," to see how a new investigator handled the Approach section.

For an example of an experienced investigator's well-received Approach section, see the Application from Dr. William Faubion , "Inflammatory cascades disrupt Treg function through epigenetic mechanisms."

Especially if you are a new investigator, you need enough detail to convince reviewers that you understand what you are undertaking and can handle the method.

• Cite a publication that shows you can handle the method where you can, but give more details if you and your team don't have a proven record using the method—and state explicitly why you think you will succeed.
• If space is short, you could also focus on experiments that highlight your expertise or are especially interesting. For experiments that are pedestrian or contracted out, just list the method.

Be sure to lay out a plan for alternative experiments and approaches in case you get negative or surprising results. Show reviewers you have a plan for spending the four or five years you will be funded no matter where the experiments lead.

See the Application from Drs. Li and Samulski , "Enhance AAV Liver Transduction with Capsid Immune Evasion," for a strong Approach section covering potential. As an example, see section C.1.3.'s alternative approaches.

Here are some pointers for organizing your Approach:

• Enter a bold header for each Specific Aim.
• Under each aim, describe the first set of experiments.
• If you get result X, you will follow pathway X; if you get result Y, you will follow pathway Y.
• Consider illustrating this with a flowchart.

Trim the fat—omit all information not needed to make your case. If you try to wow reviewers with your knowledge, they'll find flaws and penalize you heavily. Don't give them ammunition by including anything you don't need.

As you design your experiments, keep a running tab of the following essential data on a separate piece of paper:

• Who. A list of people who will help you for your Key Personnel section later.
• What. A list of equipment and supplies for the experiments you plan.
• Time. Notes on how long each step takes. Timing directly affects your budget as well as how many Specific Aims you can realistically achieve.

Jotting this information down will help you Create a Budget and complete other sections later.

After finishing a draft Approach section, check that

• I include enough background and preliminary data to give reviewers the context and significance of my plans.
• They can test the hypothesis (or hypotheses).
• I show alternative experiments and approaches in case I get negative or surprising results.
• My experiments can yield meaningful data to test my hypothesis (or hypotheses).
• As a new investigator, I include enough detail to convince reviewers I understand and can handle a method. I reviewed the sample applications to see how much detail to use.
• If I or my team has experience with a method, I cite it; otherwise I include enough details to convince reviewers we can handle it.
• I describe the results I anticipate and their implications.
• I omit all information not needed to state my case.
• I keep track of and explain who will do what, what they will do, when and where they will do it, how long it will take, and how much money it will cost.
• My timeline shows when I expect to complete my aims.

If you are applying for a new application, include preliminary studies; for a renewal or a revision (a competing supplement to an existing grant), prepare a progress report instead.

Describing Preliminary Studies

Your preliminary studies show that you can handle the methods and interpret results. Here's where you build reviewer confidence that you are headed in the right direction by pursuing research that builds on your accomplishments.

Reviewers use your preliminary studies together with the biosketches to assess the investigator review criterion, which reflects the competence of the research team.

Give alternative interpretations to your data to show reviewers you've thought through problems in-depth and are prepared to meet future challenges. If you don't do this, the reviewers will!

Though you may include other people's publications, focus on your preliminary data or unpublished data from your lab and the labs of your team members as much as you can.

As we noted above, you can put your preliminary data anywhere in the Research Strategy that you feel is appropriate, but just make sure your reviewers will be able to distinguish it. Alternatively, you can create a separate section with its own header.

Including a Progress Report

If you are applying for a renewal or a revision (a competing supplement to an existing grant), prepare a progress report instead of preliminary studies.

Create a header so your program officer can easily find it and include the following information:

• Project period beginning and end dates.
• Summary of the importance of your findings in relation to your Specific Aims.
• Account of published and unpublished results, highlighting your progress toward achieving your Specific Aims.

Note: if you submit a renewal application before the due date of your progress report, you do not need to submit a separate progress report for your grant. However, you will need to submit it, if your renewal is not funded.

After finishing the draft, check that

• I interpret my preliminary results critically.
• There is enough information to show I know what I'm talking about.
• If my project is complex, I give more preliminary studies.
• I show how my previous experience prepared me for the new project.
• It's clear which data are mine and which are not.

References show your breadth of knowledge of the field. If you leave out an important work, reviewers may assume you're not aware of it.

Throughout your application, you will reference all relevant publications for the concepts underlying your research and your methods.

Read more about your Bibliography and References Cited at Add a Bibliography and Appendix .

• Throughout my application I cite the literature thoroughly but not excessively, adding citations for all references important to my work.
• I cite all papers important to my field, including those from potential reviewers.
• I include fewer than 100 citations (if possible).
• My Bibliography and References Cited form lists all my references.
• I refer to unpublished work, including information I learned through personal contacts.
• If I do not describe a method, I add a reference to the literature.

Look over what you've written with a critical eye of a reviewer to identify potential questions or weak spots.

Enlist others to do that too—they can look at your application with a fresh eye. Include people who aren't familiar with your research to make sure you can get your point across to someone outside your field.

As you finalize the details of your Research Strategy, you will also need to return to your Specific Aims to see if you must revise. See Draft Specific Aims .

After you finish your Research Plan, you are ready to write your Abstract (called Project Summary/Abstract) and Project Narrative, which are attachments to the Other Project Information form.

These sections may be small, but they're important.

• All your peer reviewers read your Abstract and narrative.
• Staff and automated systems in NIH's Center for Scientific Review use them to decide where to assign your application, even if you requested an institute and study section.
• They show the importance and health relevance of your research to members of the public and Congress who are interested in what NIH is funding with taxpayer dollars.

Be sure to omit confidential or proprietary information in these sections! When your application is funded, NIH enters your title and Abstract in the public RePORTER database.

Think brief and simple: to the extent that you can, write these sections in lay language, and include appropriate keywords, e.g., immunotherapy, genetic risk factors.

As NIH referral officers use these parts to direct your application to an institute for possible funding, your description can influence the choice they make.

Write a succinct summary of your project that both a scientist and a lay person can understand (to the extent that you can).

• Use your Specific Aims as a template—shorten it and simplify the language.
• In the first sentence, state the significance of your research to your field and relevance to NIAID's mission: to better understand, treat, and prevent infectious, immunologic, and allergic diseases.
• Next state your hypothesis and the innovative potential of your research.
• Then list and briefly describe your Specific Aims and long-term objectives.

In your Project Narrative, you have only a few sentences to drive home your project's potential to improve public health.

Check out these effective Abstracts and Narratives from our R01  Sample Applications :

• Application from Dr. Mengxi Jiang , "Intersection of polyomavirus infection and host cellular responses"
• Application from Dr. William Faubion , "Inflammatory cascades disrupt Treg function through epigenetic mechanisms"
• My Project Summary/Abstract and Project Narrative (and title) are accessible to a broad audience.
• They describe the significance of my research to my field and state my hypothesis, my aims, and the innovative potential of my research.
• My narrative describes my project's potential to improve public health.
• I do not include any confidential or proprietary information.
• I do not use graphs or images.
• My Abstract has keywords that are appropriate and distinct enough to avoid confusion with other terms.
• My title is specific and informative.

Previous Step

Have questions.

A program officer in your area of science can give you application advice, NIAID's perspective on your research, and confirmation that your proposed research fits within NIAID’s mission.

Find contacts and instructions at When to Contact an NIAID Program Officer .

How to Write a Research Plan

Your answers to these questions form your research strategy. Most likely, you’ve addressed some of these issues in your proposal. But you are further along now, and you can flesh out your answers. With your instructor’s help, you should make some basic decisions about what information to collect and what methods to use in analyzing it. You will probably develop this research strategy gradually and, if you are like the rest of us, you will make some changes, large and small, along the way. Still, it is useful to devise a general plan early, even though you will modify it as you progress. Develop a tentative research plan early in the project. Write it down and share it with your instructor. The more concrete and detailed the plan, the better the feedback you’ll get.

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This research plan does not need to be elaborate or time-consuming. Like your working bibliography, it is provisional, a work in progress. Still, it is helpful to write it down since it will clarify a number of issues for you and your professor.

Writing a Research Plan

To write out your research plan, begin by restating your main thesis question and any secondary ones. They may have changed a bit since your original proposal. If these questions bear on a particular theory or analytic perspective, state that briefly. In the social sciences, for example, two or three prominent theories might offer different predictions about your subject. If so, then you might want to explore these differences in your thesis and explain why some theories work better (or worse) in this particular case. Likewise, in the humanities, you might consider how different theories offer different insights and contrasting perspectives on the particular novel or film you are studying. If you intend to explore these differences, state your goal clearly in the research plan so you can discuss it later with your professor. Next, turn to the heart of this exercise, your proposed research strategy. Try to explain your basic approach, the materials you will use, and your method of analysis. You may not know all of these elements yet, but do the best you can. Briefly say how and why you think they will help answer your main questions.

Be concrete. What data will you collect? Which poems will you read? Which paintings will you compare? Which historical cases will you examine? If you plan to use case studies, say whether you have already selected them or settled on the criteria for choosing them. Have you decided which documents and secondary sources are most important? Do you have easy access to the data, documents, or other materials you need? Are they reliable sources—the best information you can get on the subject? Give the answers if you have them, or say plainly that you don’t know so your instructor can help. You should also discuss whether your research requires any special skills and, of course, whether you have them. You can—and should—tailor your work to fit your skills.

If you expect to challenge other approaches—an important element of some theses—which ones will you take on, and why? This last point can be put another way: Your project will be informed by some theoretical traditions and research perspectives and not others. Your research will be stronger if you clarify your own perspective and show how it usefully informs your work. Later, you may also enter the jousts and explain why your approach is superior to the alternatives, in this particular study and perhaps more generally. Your research plan should state these issues clearly so you can discuss them candidly and think them through.

If you plan to conduct tests, experiments, or surveys, discuss them, too. They are common research tools in many fields, from psychology and education to public health. Now is the time to spell out the details—the ones you have nailed down tight and the ones that are still rattling around, unresolved. It’s important to bring up the right questions here, even if you don’t have all the answers yet. Raising these questions directly is the best way to get the answers. What kinds of tests or experiments do you plan, and how will you measure the results? How will you recruit your test subjects, and how many will be included in your sample? What test instruments or observational techniques will you use? How reliable and valid are they? Your instructor can be a great source of feedback here.

Your research plan should say:

• What materials you will use
• What methods you will use to investigate them
• Whether your work follow a particular approach or theory

There are also ethical issues to consider. They crop up in any research involving humans or animals. You need to think carefully about them, underscore potential problems, and discuss them with your professor. You also need to clear this research in advance with the appropriate authorities at your school, such as the committee that reviews proposals for research on human subjects.

Not all these issues and questions will bear on your particular project. But some do, and you should wrestle with them as you begin research. Even if your answers are tentative, you will still gain from writing them down and sharing them with your instructor. That’s how you will get the most comprehensive advice, the most pointed recommendations. If some of these issues puzzle you, or if you have already encountered some obstacles, share them, too, so you can either resolve the problems or find ways to work around them.

Remember, your research plan is simply a working product, designed to guide your ongoing inquiry. It’s not a final paper for a grade; it’s a step toward your final paper. Your goal in sketching it out now is to understand these issues better and get feedback from faculty early in the project. It may be a pain to write it out, but it’s a minor sting compared to major surgery later.

Checklist for Conducting Research

• Familiarize yourself with major questions and debates about your topic.
• Is appropriate to your topic;
• Addresses the main questions you propose in your thesis;
• Relies on materials to which you have access;
• Can be accomplished within the time available;
• Uses skills you have or can acquire.
• Divide your topic into smaller projects and do research on each in turn.
• Write informally as you do research; do not postpone this prewriting until all your research is complete.

Back to How To Write A Research Paper .

ORDER HIGH QUALITY CUSTOM PAPER

Illustration by James Round

How to plan a research project

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

by Brooke Harrington   + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):

Publication date:

Title of book, chapter, or article:

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

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

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

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

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

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

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What (Exactly) Is A Research Proposal?

A simple explainer with examples + free template.

By: Derek Jansen (MBA) | Reviewed By: Dr Eunice Rautenbach | June 2020 (Updated April 2023)

Whether you’re nearing the end of your degree and your dissertation is on the horizon, or you’re planning to apply for a PhD program, chances are you’ll need to craft a convincing research proposal . If you’re on this page, you’re probably unsure exactly what the research proposal is all about. Well, you’ve come to the right place.

Overview: Research Proposal Basics

• What a research proposal is
• What a research proposal needs to cover
• How to structure your research proposal
• Example /sample proposals
• Proposal writing FAQs
• Key takeaways & additional resources

What is a research proposal?

Simply put, a research proposal is a structured, formal document that explains what you plan to research (your research topic), why it’s worth researching (your justification), and how  you plan to investigate it (your methodology). 

The purpose of the research proposal (its job, so to speak) is to convince  your research supervisor, committee or university that your research is  suitable  (for the requirements of the degree program) and  manageable  (given the time and resource constraints you will face). 

The most important word here is “ convince ” – in other words, your research proposal needs to  sell  your research idea (to whoever is going to approve it). If it doesn’t convince them (of its suitability and manageability), you’ll need to revise and resubmit . This will cost you valuable time, which will either delay the start of your research or eat into its time allowance (which is bad news). 

What goes into a research proposal?

A good dissertation or thesis proposal needs to cover the “ what “, “ why ” and” how ” of the proposed study. Let’s look at each of these attributes in a little more detail:

Your proposal needs to clearly articulate your research topic . This needs to be specific and unambiguous . Your research topic should make it clear exactly what you plan to research and in what context. Here’s an example of a well-articulated research topic:

An investigation into the factors which impact female Generation Y consumer’s likelihood to promote a specific makeup brand to their peers: a British context

As you can see, this topic is extremely clear. From this one line we can see exactly:

• What’s being investigated – factors that make people promote or advocate for a brand of a specific makeup brand
• Who it involves – female Gen-Y consumers
• In what context – the United Kingdom

So, make sure that your research proposal provides a detailed explanation of your research topic . If possible, also briefly outline your research aims and objectives , and perhaps even your research questions (although in some cases you’ll only develop these at a later stage). Needless to say, don’t start writing your proposal until you have a clear topic in mind , or you’ll end up waffling and your research proposal will suffer as a result of this.

Need a helping hand?

As we touched on earlier, it’s not good enough to simply propose a research topic – you need to justify why your topic is original . In other words, what makes it  unique ? What gap in the current literature does it fill? If it’s simply a rehash of the existing research, it’s probably not going to get approval – it needs to be fresh.

But,  originality  alone is not enough. Once you’ve ticked that box, you also need to justify why your proposed topic is  important . In other words, what value will it add to the world if you achieve your research aims?

As an example, let’s look at the sample research topic we mentioned earlier (factors impacting brand advocacy). In this case, if the research could uncover relevant factors, these findings would be very useful to marketers in the cosmetics industry, and would, therefore, have commercial value . That is a clear justification for the research.

So, when you’re crafting your research proposal, remember that it’s not enough for a topic to simply be unique. It needs to be useful and value-creating – and you need to convey that value in your proposal. If you’re struggling to find a research topic that makes the cut, watch  our video covering how to find a research topic .

It’s all good and well to have a great topic that’s original and valuable, but you’re not going to convince anyone to approve it without discussing the practicalities – in other words:

• How will you actually undertake your research (i.e., your methodology)?
• Is your research methodology appropriate given your research aims?
• Is your approach manageable given your constraints (time, money, etc.)?

While it’s generally not expected that you’ll have a fully fleshed-out methodology at the proposal stage, you’ll likely still need to provide a high-level overview of your research methodology . Here are some important questions you’ll need to address in your research proposal:

• Will you take a qualitative , quantitative or mixed -method approach?
• What sampling strategy will you adopt?
• How will you collect your data (e.g., interviews , surveys, etc)?
• How will you analyse your data (e.g., descriptive and inferential statistics , content analysis, discourse analysis, etc, .)?
• What potential limitations will your methodology carry?

So, be sure to give some thought to the practicalities of your research and have at least a basic methodological plan before you start writing up your proposal. If this all sounds rather intimidating, the video below provides a good introduction to research methodology and the key choices you’ll need to make.

How To Structure A Research Proposal

Now that we’ve covered the key points that need to be addressed in a proposal, you may be wondering, “ But how is a research proposal structured? “.

While the exact structure and format required for a research proposal differs from university to university, there are four “essential ingredients” that commonly make up the structure of a research proposal:

• A rich introduction and background to the proposed research
• An initial literature review covering the existing research
• An overview of the proposed research methodology
• A discussion regarding the practicalities (project plans, timelines, etc.)

In the video below, we unpack each of these four sections, step by step.

Research Proposal Examples/Samples

In the video below, we provide a detailed walkthrough of two successful research proposals (Master’s and PhD-level), as well as our popular free proposal template.

Proposal Writing FAQs

How long should a research proposal be.

This varies tremendously, depending on the university, the field of study (e.g., social sciences vs natural sciences), and the level of the degree (e.g. undergraduate, Masters or PhD) – so it’s always best to check with your university what their specific requirements are before you start planning your proposal.

As a rough guide, a formal research proposal at Masters-level often ranges between 2000-3000 words, while a PhD-level proposal can be far more detailed, ranging from 5000-8000 words. In some cases, a rough outline of the topic is all that’s needed, while in other cases, universities expect a very detailed proposal that essentially forms the first three chapters of the dissertation or thesis.

The takeaway – be sure to check with your institution before you start writing.

How do I choose a topic for my research proposal?

Finding a good research topic is a process that involves multiple steps. We cover the topic ideation process in this video post.

How do I write a literature review for my proposal?

While you typically won’t need a comprehensive literature review at the proposal stage, you still need to demonstrate that you’re familiar with the key literature and are able to synthesise it. We explain the literature review process here.

How do I create a timeline and budget for my proposal?

We explain how to craft a project plan/timeline and budget in Research Proposal Bootcamp .

Which referencing format should I use in my research proposal?

The expectations and requirements regarding formatting and referencing vary from institution to institution. Therefore, you’ll need to check this information with your university.

What common proposal writing mistakes do I need to look out for?

We’ve create a video post about some of the most common mistakes students make when writing a proposal – you can access that here . If you’re short on time, here’s a quick summary:

• The research topic is too broad (or just poorly articulated).
• The research aims, objectives and questions don’t align.
• The research topic is not well justified.
• The study has a weak theoretical foundation.
• The research design is not well articulated well enough.
• Poor writing and sloppy presentation.
• Poor project planning and risk management.
• Not following the university’s specific criteria.

Key Takeaways & Additional Resources

As you write up your research proposal, remember the all-important core purpose:  to convince . Your research proposal needs to sell your study in terms of suitability and viability. So, focus on crafting a convincing narrative to ensure a strong proposal.

At the same time, pay close attention to your university’s requirements. While we’ve covered the essentials here, every institution has its own set of expectations and it’s essential that you follow these to maximise your chances of approval.

By the way, we’ve got plenty more resources to help you fast-track your research proposal. Here are some of our most popular resources to get you started:

• Proposal Writing 101 : A Introductory Webinar
• Research Proposal Bootcamp : The Ultimate Online Course
• Template : A basic template to help you craft your proposal

If you’re looking for 1-on-1 support with your research proposal, be sure to check out our private coaching service , where we hold your hand through the proposal development process (and the entire research journey), step by step.

Psst… there’s more!

This post is an extract from our bestselling short course, Research Proposal Bootcamp . If you want to work smart, you don't want to miss this .

52 Comments

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You’re most welcome. We don’t have any research proposals that we can share (the students own the intellectual property), but you might find our research proposal template useful: https://gradcoach.com/research-proposal-template/

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What is JAM? Please explain.

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How to... Design a research study

The design of a piece of research refers to the practical way in which the research was conducted according to a systematic attempt to generate evidence to answer the research question. The term "research methodology" is often used to mean something similar, however different writers use both terms in slightly different ways: some writers, for example, use the term "methodology" to describe the tools used for data collection, which others (more properly) refer to as methods.

On this page

What is research design, sampling techniques, quantitative approaches to research design, qualitative approaches to research design, planning your research design.

The following are some definitions of research design by researchers:

Design is the deliberately planned 'arrangement of conditions for analysis and collection of data in a manner that aims to combine relevance to the research purpose with economy of procedure'.

Selltiz C.S., Wrightsman L.S. and Cook S.W. 1981  Research Methods in Social Relations, Holt, Rinehart & Winston, London, quoted in Jankowicz, A.D.,  Business Research Methods , Thomson Learning, p.190.)

The idea behind a design is that different kinds of issues logically demand different kinds of data-gathering arrangement so that the data will be:

• relevant to your thesis or the argument you wish to present;
• an adequate test of your thesis (i.e. unbiased and reliable);
• accurate in establishing causality, in situations where you wish to go beyond description to provide explanations for whatever is happening around you;
• capable of providing findings that can be generalised to situations other than those of your immediate organisation.

(Jankowicz, A.D.,  Business Research Methods  , Thomson Learning, p. 190)

The design of the research involves consideration of the best method of collecting data to provide a relevant and accurate test of your thesis, one that can establish causality if required (see  What type of study are you undertaking? ), and one that will enable you to generalise your findings.

Design of the research should take account of the following factors, which are briefly discussed below with links to subsequent pages or other parts of the site where there is fuller information.

What is your theoretical and epistemological perspective?

Although management research is much concerned with observation of humans and their behaviour, to a certain extent the epistemological framework derives from that of science. Positivism assumes the independent existence of measurable facts in the social world, and researchers who assume this perspective will want to have a fairly exact system of measurement. On the other hand, interpretivism assumes that humans interpret events and researchers employing this method will adopt a more subjective approach.

What type of study are you undertaking?

Are you conducting an exploratory study, obtaining an initial grasp of a phenomenon, a descriptive study, providing a profile of a topic or institution:

Karin Klenke provides an exploratory study of issues of gender in management decisions in  Gender influences in decision-making processes in top management teams  ( Management Decision , Volume 41 Number 10)

Damien McLoughlin provides a descriptive study of action learning as a case study in  There can be no learning without action and no action without learning  in ( European Journal of Marketing , Volume 38 Number 3/4)

Or it can be explanatory, examining the causal relationship between variables: this can include the testing of hypotheses or examination of causes:

Martin  et al.  examined ad zipping and repetition in  Remote control marketing: how ad fast-forwarding and ad repetition affect consumers  ( Marketing Intelligence & Planning , Volume 20 Number 1) with a number of hypotheses e.g. that people are more likely to remember an ad that they have seen repeatedly.

What is your research question?

The most important issue here is that the design you use should be appropriate to your initial question. Implicit within your question will be issues of size, breadth, relationship between variables, how easy is it to measure variables etc.

The two different questions below call for very different types of design:

The example  Dimensions of library anxiety and social interdependence: implications for library services  (Jiao and Onwuegbuzie,  Library Review , Volume 51 Number 2) looks at attitudes and the relationship between variables, and uses very precise measurement instruments in the form of two questionnaires, with 43 and 22 items respectively.

In the example  Equity in Corporate Co-branding  (Judy Motion  et al. ,  European Journal of Marketing , Volume 37 Number 7),  the RQs posit a need to describe rather than to link variables, and the methodology used is one of discourse theory, which involves looking at material within the context of its use by the company.

What sample size will you base your data on?

The sample is the source of your data, and it is important to decide how you are going to select it.

See  Sampling techniques .

What research methods will you use and why?

We referred above to the distinction between methods and methodology. There are two main approaches to methodology – qualitative and quantitative.

For more detail on each of the approaches,  Quantitative approaches to design  and  Qualitative approaches to design  later in this feature.

Note, you do not have to stick to one methodology (although some writers recommend that you do). Combining methodologies is a matter of seeing which part of the design of your research is better suited to which methodology.

How will you triangulate your research?

Triangulation refers to the process of ensuring that any defects in a particular methodology are compensated by use of another at appropriate points in the design. For example, if you carry out a quantitative survey and need more in depth information about particular aspects of the survey you may decide to use in-depth interviews, a qualitative method.

Here are a couple of useful articles to read which cover the issue of triangulation:

• Combining quantitative and qualitative methodologies in logistics research  by John Mangan, Chandra Lalwani and Bernard Gardner ( International Journal of Physical Distribution & Logistics Management , Volume 34 Number 7) looks at ways of combining methodologies in a particular area of research, but much of what they say is generally applicable.
• Quantitative and qualitative research in the built environment: application of "mixed" research approach  by Dilanthi Amaratunga, David Baldry, Marjan Sarshar and Rita Newton ( Work Study , Volume 51 Number 1) looks at the relative merits of the two research approaches, and despite reference to the built environment in the title acts as a very good introduction to quantitative and qualitative methodology and their relative research literatures. The section on triangulation comes under the heading 'The mixed (or balanced) approach'. 

What steps will you take to ensure that your research is ethical?

Ethics in research is a very important issue. You should design the research in such a way that you take account of such ethical issues as:

• informed consent (have the participants had the nature of the research explained to them)?
• checking whether you have permission to transcribe conversations with a tape recorder
• always treating people with respect, consideration and concern.

How will you ensure the reliability of your research?

Reliability

This is about the replicability of your research and the accuracy of the procedures and research techniques. Will the same results be repeated if the research is repeated? Are the measurements of the research methods accurate and consistent? Could they be used in other similar contexts with equivalent results? Would the same results be achieved by another researcher using the same instruments? Is the research free from error or bias on the part of the researcher, or the participants? (E.g. do the participants say what they believe the management, or the researcher, wants? For example, in a survey done on some course material, that on a mathematical module received glowing reports – which led the researcher to wonder whether this was anything to do with the author being the Head of Department!)

How successfully has the research actually achieved what it set out to achieve? Can the results of the study be transferred to other situations? Does x really cause y, in other words is the researcher correct in maintaining a causal link between these two variables? Is the research design sufficiently rigorous, have alternative explanations been considered? Have the findings really be accurately interpreted? Have other events intervened which might impact on the study, e.g. a large scale redundancy programme? (For example, in an evaluation of the use of CDs for self study with a world-wide group of students, it was established that some groups had not had sufficient explanation from the tutors as to how to use the CD. This could have affected their rather negative views.)

Generalisability

Are the findings applicable in other research settings? Can a theory be developed that can apply to other populations? For example, can a particular study about dissatisfaction amongst lecturers in a particular university be applied generally? This is particularly applicable to research which has a relatively wide sample, as in a questionnaire, or which adopts a scientific technique, as with the experiment.

Transferability

Can the research be applied to other situations? Particularly relevant when applied to case studies.

In addition, each of the sections in this feature on quantitative and qualitative approaches to research design contain notes on how to ensure that the research is reliable.

Some basic definitions

In order to answer a particular research question, the researcher needs to investigate a particular area or group, to which the conclusions from the research will apply. The former may comprise a geographical location such as a city, an industry (for example the clothing industry), an organisation/group of organisations such as a particular firm/type of firm, a particular group of people defined by occupation (e.g. student, manager etc.), consumption of a particular product or service (e.g. users of a shopping mall, new library system etc.), gender etc. This group is termed the  research population .

The  unit of analysis  is the level at which the data is aggregated: for example, it could be a study of individuals as in a study of women managers, of dyads, as in a study of mentor/mentee relationships, of groups (as in studies of departments in an organisation), of organisations, or of industries.

Unless the research population is very small, we need to study a subset of it, which needs to be general enough to be applicable to the whole. This is known as a  sample , and the selection of components of the sample that will give a representative view of the whole is known as  sampling technique  . It is from this sample that you will collect your data.

In order to draw up a sample, you need first to identify the total number of people in the research population. This information may be available in a telephone directory, a list of company members, or a list of companies in the area. It is known as a  sampling frame .

In  Networking for female managers' career development  (Margaret Linehan,  Journal of Management Development , Volume 20 Number 10), he sampling technique is described as follows:

"A total of 50 senior female managers were selected for inclusion in this study. Two sources were used for targeting interviewees, the first was a listing of Fortune 500 top companies in England, Belgium, France and Germany, and, second, The Marketing Guide to Ireland. The 50 managers who participated in the study were representative of a broad range of industries and service sectors including: mining, software engineering, pharmaceutical manufacturing, financial services, car manufacturing, tourism, oil refining, medical and state-owned enterprises."

Sampling may be done either a  probability  or a  non-probability  basis. This is an important research design decision, and one which will depend on such factors as whether the theory behind the research is positivist or idealist, whether qualitative or quantitative methods are used etc. Note that the two methods are not mutually exclusive, and may be used for different purposes at different points in the research, say purposive sampling to find out key attitudes, followed by a more general, random approach.

Note that there is a very good section from an online textbook on sampling: see William Trochim's  Research Methods Knowledge Base .

Probability sampling

In  probability  sampling, each member of a given research population has an equal chance of being selected. It involves, literally, the selection of respondents at random from the sampling frame, having decided on the sample size. This type of sampling is more likely if the theoretical orientation of the research is  positivist , and the methodology used is likely to be  quantitative .

Probability sampling can be:

• random  – the selection is completely arbitrary, and a given number of the total population is selected completely at random.
• systematic  – every  nth element  of the population is selected. This can cause a problem if the interval of selection means that the elements share a characteristic: for example, if every fourth seat of a coach is selected it is likely that all the seats will be beside a window.
• stratified   random  – the population is divided into segments, for example, in a University, you could divide the population into academic, administrators, and academic related (related professional staff). A random number of each group is then selected. It has the advantage of allowing you to categorise your population according to particular features. A.D. Jankowicz provides useful advice (Business Research Methods,Thomson Learning, 2000, p.197).

The concept of fit in services flexibility and research: an empirical approach  (Antonio J Verdú-Jover  et al. ,  International Journal of Service Industry Management , Volume 15 Number 5) uses stratified sampling: the study concentrates on three sectors within the EU, chemicals, electronics and vehicles, with the sample being stratified within this sector.

• cluster  – a particular subgroup is chosen at random. The subgroup may be based on a particular geographical area, say you may decide to sample particular areas of the country.

Non probability sampling

Here, the population does not have an equal chance of being selected; instead, selection happens according to some factor such as:

• convenience/accidental  – being present at a particular time e.g. at lunch in the canteen. This is an easy way of getting a sample, but may not be strictly accurate, because the factor you have chosen is based on your convenience rather than on a true understanding of the characteristics of the sample.

In  "Saying is one thing; doing is another": the role of observation in marketing research  ( Qualitative Market Research: An International Journal , Volume 2 Number 1), Matthews and Boote use a two-stage sampling process, with convenience sampling followed by time sampling: see their methodology.

• "key informant technique" – i.e. people with specialist knowledge
• using people at selected points in the organisational hierarchy 
• snowball, with one person being approached and then suggesting others.

In "The benefits of the implementation of the ISO 9000 standard: empirical research in 288 Spanish companies", a sample was selected based on all certified companies in a particular area, because this was where the highest number of certified companies could be found.

• quota  – the assumption is made that there are subgroups in the population, and a quota of respondents is chosen to reflect this diversity. This subgroup should be reasonably representative of the whole, but care should be taken in drawing conclusions for the whole population. For example, a quota sample taken in New York State would not be representative of the whole of the United States.

Monitoring consumer confidence in food safety: an exploratory study , de Jonge  et al . use quota sampling using age, gender, household size and region as selection variables in a food safety survey. Read about the methodology under Materials and methods.

Non probability sampling methods are more likely to be used in qualitative research, with the greater degree of collaboration with the respondents affording the opportunity of greater detail of data gathering. The researcher is more likely to be involved in the process and be adopting an  interpretivist theoretical  stance.

Calculating the sample size

In purposive sampling, this will be determined by judgement; in other more random types of sample it is calculated as a  proportion  of the sampling frame, the key criterion being to ensure that it is representative of the whole. (E.g. 10 per cent is fine for a large population, say over 1000, but for a small population you would want a larger proportion.)

If you are using stratified sampling you may need to adjust your strata and collapse into smaller strata if you find that some of your sample sizes are too small.

The response rate

It is important to keep track of the response rate against your sample frame. If you are depending on postal questionnaires, you will need to plan into your design time to follow up the questionnaires. What is considered to be a good response rate varies according to the type of survey: if you are, say, surveying managers, then a good response would be 50 per cent; for consumer surveys, the response rate is likely to be lower, say 10 to 20 per cent.

The thing that characterises quantitative research is that it is objective. The assumption is that facts exist totally independently and the researcher is a totally  objective  observer of situations, and has no power to influence them. At such, it probably starts from a positivist or empiricist position.

The research design is based on one iteration in collection of the data: the categories are isolated prior to the study, and the design is planned out and generally not changed during the study (as it may be in qualitative research).

What is my research question? What variables am I interested in exploring?

It is usual to start your research by carrying out a  literature review , which should help you formulate a research question.

Part of the task of the above is to help you determine what  variables  you are considering. What are the key variables for your research and what is the relationship between them – are you looking to  explore  issues, to  compare  two variables or to look at  cause and effect ?

The Dutch heart health community intervention "Hartslag Limburg": evaluation design and baseline data  (Gaby Ronda  et al. ,  Health Education , Volume 103 Number 6) describes a trial of a cardiovascular prevention programme which indicated the importance of its further implementation. The key variables are the types of health related behaviours which affect a person's chance of heart disease.

The following studies compare variables:

Service failures away from home: benefits in intercultural service encounters  (Clyde A Warden  et al. ,  International Journal of Service Industry Management , Volume 14 Number 4) compares service encounters (the independent variable) inside and outside Taiwan (the dependent variable) in order to look at certain aspects of 'critical incidents' in intercultural service encounters.

The concept of fit in services flexibility and research: an empirical approach  (Antonio J Verdú-Jover  et al. ,  International Journal of Service Industry Management , Volume 15 Number 5) looks at managerial flexibility in relation to different types of business, service and manufacturing.

They can also look at cause and effect:

In  Remote control marketing: how ad fast-forwarding and ad repetition affect consumers  (Brett A.S. Martin  et al. ,  Marketing Intelligence & Planning , Volume 20 Number 1), the authors look at two variables associated with advertising, notably zipping and fast forwarding, and in their effect on a third variable, consumer behaviour - i.e. ability to remember ads. Furthermore, it looks at the interaction between the first two variables - i.e. whether they interact on one another to help increase recall.

What is the hypothesis?

It is usual with quantitative research to proceed from a particular hypothesis. The object of research would then be to test the hypothesis.

In the example quoted above,  Remote control marketing: how ad fast-forwarding and ad repetition affect consumers , the researchers decided to explore a neglected area of the literature: the interaction between ad zipping and repetition, and came up with three hypotheses:

The influence of zipping H1 . Individuals viewing advertisements played at normal speed will exhibit higher ad recall and recognition than those who view zipped advertisements.

Ad repetition effects H2 . Individuals viewing a repeated advertisement will exhibit higher ad recall and recognition than those who see an advertisement once.

Zipping and ad repetition H3 . Individuals viewing zipped, repeated advertisements will exhibit higher ad recall and recognition than those who see a normal speed advertisement that is played once.

What are the appropriate measures to use

It is very important, when designing your research, to understand  what  you are measuring. This will call for a close examination of the issues involved: is your measure suitable to the hypothesis and research question under consideration? The type of scale you will use will dictate the statistical procedure which you can use to analyse your data, and it is important to have an understanding of the latter at the outset in order to obtain the correct level of analysis, and one that will throw the best light on your research question, and help test your hypothesis.

It is also important to understand what type of data you are trying to collect. Are you wanting to collect data that relates simply to different types of categories, for example, men and women (as in, say, differences in decision-making between men and women managers), or do you want to rank the data in some way? Choices as far as the nature of data are concerned again dictate the type of statistical analysis.

Data can be categorised as follows:

• Nominal – Representing particular categories, e.g. men or women.
• Ordinal – Ranked in some way such as order of passing a particular point in a shopping centre.
• Interval – Ranked according to the interval between the data, which remains the same. Most typical of this type of data is temperature.
• Ratio – Where it is possible to measure the difference between different types of data - for example applying a measurement.
• Scalar – This type of data has intervals between it, which are not quantifiable.

Note that some of the above categories, especially 'interval' and 'ratio' are drawn from a scientific model which assumes exact measurement of data (temperature, length etc.). In management research, you are unlikely to want to or be able to apply such a high degree of exactitude, and are more likely to be measuring less exact criteria which do not have an exact interval between them.

Here are some examples of use of data in management research. This one illustrates the use of different categories:

The concept of fit in services flexibility and research: an empirical approach  (see above) uses an approach which itemises the different aspects which the researchers wished to measure flexibility mix, performance and the form's general data. 

This one looks at categories and also at ranked data (ordinal):

In  Remote control marketing: how ad fast-forwarding and ad repetition affect consumers  (also see above), the measure involved 2 (speed of ad presentation: normal, fast-forwarded) ×\ 2 (repetition: none, one repetition) between-subjects factorial design.

The following examples look at measures on a scale, which may relate to tangible factors such as frequency, or more intangible ones which relate to attitude or opinion:

How many holidays do you take in a year?

One __  Between 2 and 5 __  Between 5 and 10 __  More than 10 __

Tick the option which most agrees with your views.

Navigating my way around the CD was:

Very easy __  Easy __  Neither easy nor hard __  Hard __  Very hard __

The later type of data are very common in management research, and are known as scalar data. A very common measure for such data is known as the Likert scale:

Strongly agree __________ Agree __________ Neither agree nor disagree __________ Disagree __________ Strongly disagree __________

How will I analyse the data?

Quantitative data are invariably analysed by some sort of statistical means, such as a t-test, a chi test, cluster analysis etc. It is very important to decide at the planning stage what your method of analysis will be: this will in turn affect your choice of measure. Both your analysis and measure should be suitable to test your hypothesis.

You need also to consider what type of package will you need to analyse your data. It may be sufficient to enter it into an Excel spreadsheet, or you may wish to use a statistical package such as SPSS or Mintab.

What are the instruments used in quantitative research?

Or, put more simply, what methods will you use to collect your data?

In scientific research, it is possible to be reasonably precise by generating experiments in laboratory conditions. Whilst the  field experiment  has a place in management research, as does  observation , the most usual instrument for producing quantitative data is the  survey , most often carried out by means of a  questionnaire .

You will find numerous examples of questionnaires and surveys in research published by Emerald, as you will in any database of management research. Questionnaires will be discussed at a later stage but here are some key issues:

• It is important to know exactly what questions you want answers to. A common failing is to realise, once you have got the questionnaire back, that you really need answers to a question which you never asked. Thus the questionnaire should be rigorously researched and the questions phrased as precisely as possible.
• You are more likely to get a response if you give people a reason to respond - commercial companies sometimes offer a prize, which may not be possible or appropriate if you are a researcher in a university, but it is usual in that case to give the reason behind your research, which gives your respondent a context. Even more motivational is the ease with which the questionnaire can be filled in.
• How many responses will I need? This concerns the eventual size of your dataset and depends upon the degree of complexity of your planned analysis, how you are treating your variables (for example, if you are wanting to show the effect of a variable, you will need a larger response size, likewise if you are showing changes in variables).

Other instruments that are used in quantitative research to generate data are experiments, historical records and documents, and observation.

Note that some authors claim that for a design to be a  true experiment , items must be randomly assigned to groups; if there is some sort of control group or multiple measures, then it may be  quasi experimental . If your survey fits neither of these descriptions, it may according to these authors be sufficient for descriptive purposes, but not if you seek to establish a causal relationship.

For more information on types of design, see William Trochim's Research Methods Knowledge Base section on  types of design .

What are the advantages and drawbacks of quantitative research?

The main advantage of quantitative research is that it is easy to determine its rigour: because of the objectivity of quantitative studies, it is easy to replicate them in another situation. For example, a well-constructed questionnaire can be used to analyse job satisfaction in two different companies; likewise, an observation studying consumer behaviour in a shopping centre can take place in two different such centres.

Quantitative methods are also good at obtaining a good deal of reliable data from a large number of sources. Their drawback is that they are heavily dependent on the reliability of the instrument: that is, in the case of the questionnaire, it is vital to ask the right questions in the right way. This in turn is dependent upon having sufficient information about a situation, which is not always possible. In addition, quantitative studies may generate a large amount of data, but the data may lack depth and fail to explain complex human processes such as attitudes to organisational change, or how how learning takes place.

For example, a quantitative study on a piece of educational software may show that on the whole people felt that they had learnt something, but may not necessarily show how they learnt, which an observation could.

For this reason, quantitative methods are often used in conjunction with qualitative methods: for example, qualitative methods of interviewing may be used as a way of finding out more about a situation in order to draw up an informed quantitative instrument; or to explore certain issues which have appeared in the quantitative study in greater depth.

Qualitative research operates from a different epistemological perspective than quantitative, which is essentially objective. It is a perspective that acknowledges the essential difference between the social world and the scientific one, recognising that people do not always observe the laws of nature, but rather comprise a whole range of feelings, observations, attitudes which are essentially subjective in nature. The theoretical framework is thus likely to be interpretivist or realist. Indeed, the researcher and the research instrument are often combined, with the former being the interviewer, or observer – as opposed to quantitative studies where the research instrument may be a survey and the subjects may never see the researcher.

In an  interview for Emerald ,  Professor Slawomir Magala , Editor of the  Journal of Organizational Change Management , has this to say about qualitative methods:

"We follow the view that the social construction of reality is personal, experienced by individuals and between individuals – in fact, the interactions which connect us are the building blocks of reality, and there is much meaning in the space between individuals."

As opposed to the statistical reliance of quantitative research, data from qualitative research is based on observation and words, and analysis is based on interpretation and pattern recognition rather than statistical analysis.

Miles and Huberman list the following as typical criteria of qualitative research:

• Intense and prolonged contact in the field.
• Designed to achieve a holistic or systemic picture.
• Perception is gained from the inside based on actors' understanding.
• Little standardised instrumentation is used.
• Most analysis is done with words.
• There are multiple interpretations available in the data.

Miles, M. and Huberman, A.M. (1994) Qualitative Data Analysis: An Expanded Sourcebook , Sage, London

To what types of research questions is qualitative research relevant?

Qualitative research is best suited to the types of questions which require exploration of data  in depth  over a not particularly large sample. For example, it would be too time consuming to ask questions such as "Please describe in detail your reaction to colour x" to a large number of people, it would be more appropriate to simply ask "Do you like colour x" and give people a "yes/no" option. By asking the former question to a smaller number of people, you would get a more detailed result.

Qualitative research is also best suited to  exploratory  and  comparative  studies; to a more limited extent, it can also be used for  "cause-effect"  type questions, providing these are fairly limited in scope.

One of the strengths of qualitative research is that it allows the researcher to gain an in-depth perspective, and to grapple with complexity and ambiguity. This is what makes it suitable to analysis of  particular  groups or situations, or unusual events.

What is the relationship of qualitative research to hypotheses?

Qualitative research is usually inductive: that is, researchers gather data, and then formulate a hypothesis which can be applied to other situations.

In fact, one of the strengths of qualitative research is that it can proceed from a relatively small understanding of a particular situation, and generate new questions during the course of data collection as opposed to needing to have all the questions set out beforehand. Indeed, it is good practice in quantitative research to go into a situation as free from preconceptions as possible.

How will you analyse the data?

There is not the same need with qualitative research to determine the measure and the method of analysis at an early stage of the research process, mainly because there are no standard ways of analysing data as there are for quantitative research: it is usual to go with whatever is appropriate for the research question. However, because qualitative data usually involves a large amount of transcription (e.g. of taped interviews, videos of focus groups etc.) it is a good idea to have a plan of how this should be done, and to allow time for the transcription process.

There are a couple of attested methods of qualitative data analysis:  content analysis , which involves looking at emerging patterns, and  grounded analysis , which involves going through a number of guided stages and which is closely linked to  grounded theory .

What are the main instruments of qualitative research?

Or put another way, what are the main methods used to collect data? These can be organised according to their methodology (note, the following is not an exhaustive list, for which you should consult a good book on qualitative research):

Ethnographic methods

As the name suggests, this methodology derives from anthropology and involves observing people as a participant within their social and cultural system. Most common methods of data collection are:

• Interviewing, which means discussions with people either on the phone, by email or in person when the purpose is to collect data which is by its nature unquantifiable and more difficult to analyse by statistical means, but which provides in-depth information. The interview can be either:  Structured , which means that the interviewer has a set number of questions.  Semi-structured , which means that the interviewer has a number of questions or a purpose, but the interview can still go off in unanticipated directions.
• Focus groups, which is where a group of people are assembled at one time to give their reaction to a product, or to discuss an issue. There is usually some sort of facilitation which involves either guided discussion or some sort of product demonstration.
• Participant observation – the researcher observes behaviour of people in the organisation, their language, actions, behaviour etc.

For some examples of participant observation, see Methods of empirical research ,  and for examples of interview technique, see  Techniques of data collection and analysis .

Historical analysis

This is literally, the analysis of historical documents of a particular company, industry etc. It is important to understand exactly what your focus is, and also which historical school or theoretical perspective you are drawing on.

Grounded theory

This is an essentially inductive approach, and is applied when the understanding of a particular phenomenen is sought. A feature is that the design of the research has several iterations: there is initial exploration followed by a theory which is then tested.

In  Grounded theory methodology and practitioner reflexivity in TQM research  ( International Journal of Quality & Reliability Management  , Volume 18 Number 2), Leonard and McAdam use grounded theory to explore TQM, on the grounds that quantitative methods "fail to give deep insights and rich data into TQM in practice within organizations", and that it is much more appropriate to listen to the individual experiences of participants. 

Action research

This is a highly participative form of research where the research is carried out in collaboration with those involved in a particular process, which is often concerned with some sort of change.

Narrative methods

This is when the researcher listens to the stories of people in the organisation and triangulates them against official documents.

Discourse theory

This methodology draws on a theory which allows language to have a meaning that is not set but is negotiated through social context.

Helen Francis in  The power of "talk" in HRM-based change  ( Personnel Review , Volume 31 Number 4) describes her use of discourse theory as follows:

"The approach to discourse analysis drew upon Fairclough's seminal work in which discourse is treated as a form of social practice and meaning is something that is essentially fluid and negotiated rather than being authored individually (Fairclough, 1992, 1995).

"For Fairclough (1992, 1995) the analysis of discursive events is three dimensional and includes simultaneously a piece of text, an instance of discursive practice, and an instance of social practice. Text refers to written and spoken language in use, while "discursive practices" allude to the processes by which texts are produced and interpreted. The social practice dimension refers to the institutional and organisational factors surrounding the discursive event and how they might shape the nature of the discursive practice.

"For the purposes of this research, the method of analysis included a description of the language text and how it was produced or interpreted amongst managers and their subordinates. Particular emphasis was placed on investigating the import of metaphors that are characteristic of HRM, and the introduction of HRM-based techniques adopted by change leaders in their attempt to privilege certain themes and issues over others."

Fairclough, N., 1992,  Discourse and Social Change , Polity Press, Cambridge.

Fairclough, N., 1995,  Critical Discourse Analysis: Papers in the Critical Study of Language , Longman, London.

Discourse theory can be applied to the written as well as the spoken word and can be used to analyse marketing literature as in the following example:

Equity in corporate co-branding: the case of Adidas and the all-blacks  by Judy Motion  et al.  ( European Journal of Marketing , Volume 37 Number 7), where discourse theory is used to analyse branding messages.

How rigorous is qualitative research?

It is often considered harder to demonstrate the rigour of qualitative research, simply because it may be harder to replicate the conditions of the study, and apply the data in other similar circumstances. The rigour may partly lie in the ability to generate a theory which can be applied in other situations, and which takes our understanding of a particular area further.

Rigour in qualitative research is greatly aided by:

• confirmability - which does not necessarily mean that someone else would adopt the same conclusion, but rather there is a clear audit trail between your data and your interpretation; and that interpretations are based on a wide range of data (for example, from several interviews rather than just one). (This is related to  triangulation , see below.)
• authenticity - are you drawing on a sufficiently wide range of rich data, do the interpretations ring true, have you considered rival interpretations, do your informants agree with your interpretation?

In  Cultural assumptions in career management: practice implications from Germany;  (Hansen and Willcox,  Career Development International , Volume 2 Number 4), the main method used is ethnographic interviews, and findings are verified by comparing data from the two samples.

Reliability is also enhanced if you can triangulate your data from a number of different sources or methods of data collection, at different times and from different participants.

Dennis Cahill, in  When to use qualitative methods: a new approach  ( Marketing Intelligence & Planning , Volume 14 Number 6), has this to say about the reliability of qualitative research:

"While there are times when qualitative techniques are inappropriate to the research goal, or appropriate only in certain portions of a research project, quantitative techniques do not have universal applicability, either. Although these techniques may be used to measure "reality" rather precisely, they often suffer from a lack of good descriptive material of the type which brings the information to life. This lack is particularly felt in corporate applications where implementation of the results is sought. Therefore, whether one has any interest in the specific research described above, if one is involved in implementation of research results – something we all should be involved in – the use of qualitative research at midpoint is a technique with which we should become familiar.

"It is at this point that some qualitative follow up – interviews or focus groups for example – can serve to flesh out the results, making it possible for people at the firm to understand and internalize those results."

Can qualitative research be used in with quantitative research?

Whereas some researchers only use either qualitative or quantitative methodologies, the two are frequently combined, as when for example qualitative methods are used exploratatively in order to obtain further information prior to developing a quantitative research instrument. In other cases, qualitative methods are used to complement quantitative methods and obtain a greater degree of descriptive richness:

In  When to use qualitative methods: a new approach , Dennis Cahill describes how qualitative methods were used after an extensive questionnaire used to carry out research for a new publication dedicated to the needs of the real estate market. The analysis for the questionnaire produced a five-segment typology (winners, authentics, heartlanders, wannabes and maintainers), which was tested by means of an EYE-TRAC test, when a selected sample was videotaped looking at a magazine of houses for sale.

Once you have established the key features of your design, you need to create an outline project plan which will include a budget and a timetable. In order to do this you need to think first about the activities of your data collection: how much data are you collecting, where etc. (See the section on  Sampling techniques .) You also need to consider your time period for data collection.

Over what time period will you collect your data?

This refers to two types of issues:

Type of study

Should the research be a 'snapshot', examining a particular phenomenon at a particular time, or should it be  longitutinal , examining an issue over a time period? If the latter, the object will be to explore changes over the period.

A longitudinal study of corporate social reporting in Singapore  (Eric W K Tsang,  Accounting, Auditing & Accountability Journal , Volume 11 Number 5) examines social reporting in that country from 1986 to 1995.

Methodology

Sometimes, you may have 'one shot' at the collection of your data - in other words, you plan your sample, your method of data collection, and then analyse the result. This is more likely to be the case if your research approach is more quantitative.

However, other types of research approach involve stages in the collection of data. For example, in  grounded theory  research, data is collected and analysed and then the process is repeated as more is discovered about the subject. Likewise in  action research , there is a cyclical process of data collection, reflection and more collection and analysis.

If you adopt an approach where you  combine quantitative and qualitative methods , then this methodology will dictate that you do a series of studies, whether qualitative followed by quantitative, or vice versa, or qualitative/quantitative/qualitative.

Grounded theory methodology and practitioner reflexivity in TQM research  (Leonard and McAdam,  International Journal of Quality & Reliability Management , Volume 18 Number 2) adopts a three-stage approach to the collection of data.

Doing the plan

The following are some of the costs which need to be considered:

• Travel to interview people.
• Postal surveys, including follow-up.
• The design and printing of the questionnaire, especially if there is use of Optical Mark Reader (OMR) and Optical Character Recognition (OCR) technology.
• Programming to "read" the above.
• Programming the data into meaningful results.
• Transcription of any tape recorded interviews.
• Cost of design of any internet survey.
• Employment of a research assistant.

Timetabling

Make a list of the key stages of your research. Does it have several phases, for example, a questionnaire, then interviews?

How long will each phase take? Take account of factors such as:

• Sourcing your sampling frame
• Determining the sample
• Approaching interview subjects
• Preparations for interviews
• Writing questionnaires
• Response time for questionnaires (include a follow-up stage)
• Analysing the responses
• Writing the report

When doing a schedule, it's tempting to make it as short as possible in the belief that you actually can achieve more in the time than you think. However, it's very important to be as accurate as possible in your scheduling.

Planning is particularly important if you are working to a specific budget and timetable as for example if you are doing a PhD, or if you are working on a funded research project, which has a specific amount of money available and probably also specific deadlines.

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How to Write a Study Plan for a Scholarship

Last Updated: October 25, 2023 Fact Checked

This article was co-authored by Alexander Ruiz, M.Ed. . Alexander Ruiz is an Educational Consultant and the Educational Director of Link Educational Institute, a tutoring business based in Claremont, California that provides customizable educational plans, subject and test prep tutoring, and college application consulting. With over a decade and a half of experience in the education industry, Alexander coaches students to increase their self-awareness and emotional intelligence while achieving skills and the goal of achieving skills and higher education. He holds a BA in Psychology from Florida International University and an MA in Education from Georgia Southern University. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 250,679 times.

If you are asked to write a study plan for a scholarship, you may not know where to begin. Basically, a study plan describes what you'll be studying and why. One common scholarship committee that asks for study plans is the China Scholarship Council (CSC). Start by establishing your main educational goals, and then talk about how you plan to achieve them. Conclude your study plan, and spend time refining your writing.

What to Write About

• For instance, maybe your main goals for studying in China are to gain a bachelor's degree in business and learn Chinese because it's becoming a global language. You could write, "My main two educational objectives are to gain a bachelor's degree in business and to learn to speak Chinese. Chinese is becoming a global language, so I feel it's necessary to learn it."

• For instance, you might write, "I was born in the United States, but my grandparents on both sides are Chinese. I chose this business program because I want to connect with my heritage, improve my Chinese, and eventually, help establish better relations between China and the U.S. by improving trade relations."

• For example, you might say, "As a PhD candidate, I plan to conduct research on how ancient tradition and ritual influence contemporary Chinese culture, which will include a literature review and extensive interviews with historians and a small sampling of the Chinese population."

• It can help to draw a conceptual model. Start with the antecedents (the causes) and the mediators (the processes that change the antecedents). Finish with the outcomes. Draw lines between them to help you see which variables are more central to your problem.
• Consider asking peers or professors to look at your research proposal. They may be able to help you narrow.

• For instance, you might say, "One of my long-term goals is to open an import business from China to the United States, and learning about business in China will be essential to making my endeavors a success."

Explaining Your Plans

• For instance, if you plan on doing a PhD where you'll need participants, discuss how you'll find people for your study. You might say, "I plan to put out an ad to gain participants for a focus group, as well as contact historians by phone and email for interviews."

• For example, you might write, "I anticipate the language barrier will be an issue at first. However, I plan to work hard early on to learn the language, and I am already taking intensive classes now."

• To help you choose, do a thorough literature review. Look at the research that has been done in the area you plan to study. Note the primary methods used to do the research and the pros and cons of each. Choose a method based on what you think will work best for your research. [6] X Trustworthy Source American Psychological Association Leading scientific and professional organization of licensed psychologists Go to source

• For instance, you might use simple random sampling or systematic sampling when the whole population is similar based on the variables for your study. On the other hand, a stratified random sample is often used when you have people who are different from each other based on your variables.

Concluding and Refining Your Writing

• For example, you might write, "Thank you for considering me for this scholarship. If I receive this award, I can focus solely on my studies. I will work hard to implement my goals of learning Chinese and gaining a business degree at a Chinese university, and your trust in me will not be wasted."

• You don't need to write as if you're talking to a child. However, you should write so someone outside of your discipline can easily understand your plan.

• The space for the study plan on the CSC application is only a couple of lines. However, the application suggests you attach more paper as needed.

Scholarship Study Plan Template

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• ↑ https://www.ecpi.edu/blog/how-to-set-educational-goals-and-meet-them
• ↑ https://bangalorestudy.com/blog/factors-to-consider-while-choosing-a-school
• ↑ Alexander Ruiz, M.Ed.. Educational Consultant. Expert Interview. 18 June 2020.
• ↑ http://www.apa.org/gradpsych/2005/03/methods.aspx
• ↑ https://www.collegedata.com/resources/money-matters/10-ways-to-stand-out-when-applying-for-scholarships
• ↑ http://www.natco1.org/research/files/SamplingStrategies.pdf

About This Article

If you’re unsure how to go about writing a study plan for a scholarship, focus on explaining your educational goals and discussing how you’ll achieve them. Begin by briefly stating what you want to study and why. For example, you might say you want to study business management in China so you can learn Chinese, because it will soon be a global language. Then, provide some personalized reasons as to why you chose the school you want to go to, such as research interests or long-term goals. After laying out your goals, show the scholarship committee how you’ll achieve them. If you’ll be carrying out research, for instance, write about how you’ll find participants for your study. You should also try to mention possible obstacles and how you’ll overcome them, since the committee will be impressed to see you’re thinking ahead. For tips on how to proofread your study plan before sending it off, keep reading! Did this summary help you? Yes No

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Writing the Research Plan for Your Academic Job Application

By Jason G. Gillmore, Ph.D., Associate Professor, Department of Chemistry, Hope College, Holland, MI

A research plan is more than a to-do list for this week in lab, or a manila folder full of ideas for maybe someday—at least if you are thinking of a tenure-track academic career in chemistry at virtually any bachelor’s or higher degree–granting institution in the country. A perusal of the academic job ads in C&EN every August–October will quickly reveal that most schools expect a cover letter (whether they say so or not), a CV, a teaching statement, and a research plan, along with reference letters and transcripts. So what is this document supposed to be, and why worry about it now when those job ads are still months away?

What Is a Research Plan?

A research plan is a thoughtful, compelling, well-written document that outlines your exciting, unique research ideas that you and your students will pursue over the next half decade or so to advance knowledge in your discipline and earn you grants, papers, speaking invitations, tenure, promotion, and a national reputation. It must be a document that people at the department you hope to join will (a) read, and (b) be suitably excited about to invite you for an interview.

That much I knew when I was asked to write this article. More specifics I only really knew for my own institution, Hope College (a research intensive undergraduate liberal arts college with no graduate program), and even there you might get a dozen nuanced opinions among my dozen colleagues. So I polled a broad cross-section of my network, spanning chemical subdisciplines at institutions ranging from small, teaching-centered liberal arts colleges to our nation’s elite research programs, such as Scripps and MIT. The responses certainly varied, but they did center on a few main themes, or illustrate a trend across institution types. In this article I’ll share those commonalities, while also encouraging you to be unafraid to contact a search committee chair with a few specific questions, especially for the institutions you are particularly excited about and feel might be the best fit for you.

How Many Projects Should You Have?

While more senior advisors and members of search committees may have gotten their jobs with a single research project, conventional wisdom these days is that you need two to three distinct but related projects. How closely related to one another they should be is a matter of debate, but almost everyone I asked felt that there should be some unifying technique, problem or theme to them. However, the projects should be sufficiently disparate that a failure of one key idea, strategy, or technique will not hamstring your other projects.

For this reason, many applicants wisely choose to identify:

• One project that is a safe bet—doable, fundable, publishable, good but not earthshaking science.
• A second project that is pie-in-the-sky with high risks and rewards.
• A third project that fits somewhere in the middle.

Having more than three projects is probably unrealistic. But even the safest project must be worth doing, and even the riskiest must appear to have a reasonable chance of working.

How Closely Connected Should Your Research Be with Your Past?

Your proposed research must do more than extend what you have already done. In most subdisciplines, you must be sufficiently removed from your postdoctoral or graduate work that you will not be lambasted for clinging to an advisor’s apron strings. After all, if it is such a good idea in their immediate area of interest, why aren’t they pursuing it?!?

But you also must be able to make the case for why your training makes this a good problem for you to study—how you bring a unique skill set as well as unique ideas to this research. The five years you will have to do, fund, and publish the research before crafting your tenure package will go by too fast for you to break into something entirely outside your realm of expertise.

Biochemistry is a partial exception to this advice—in this subdiscipline it is quite common to bring a project with you from a postdoc (or more rarely your Ph.D.) to start your independent career. However, you should still articulate your original contribution to, and unique angle on the work. It is also wise to be sure your advisor tells that same story in his or her letter and articulates support of your pursuing this research in your career as a genuinely independent scientist (and not merely someone who could be perceived as his or her latest "flunky" of a collaborator.)

Should You Discuss Potential Collaborators?

Regarding collaboration, tread lightly as a young scientist seeking or starting an independent career. Being someone with whom others can collaborate in the future is great. Relying on collaborators for the success of your projects is unwise. Be cautious about proposing to continue collaborations you already have (especially with past advisors) and about starting new ones where you might not be perceived as the lead PI. Also beware of presuming you can help advance the research of someone already in a department. Are they still there? Are they still doing that research? Do they actually want that help—or will they feel like you are criticizing or condescending to them, trying to scoop them, or seeking to ride their coattails? Some places will view collaboration very favorably, but the safest route is to cautiously float such ideas during interviews while presenting research plans that are exciting and achievable on your own.

How Do You Show Your Fit?

Some faculty advise tailoring every application packet document to every institution to which you apply, while others suggest tweaking only the cover letter. Certainly the cover letter is the document most suited to introducing yourself and making the case for how you are the perfect fit for the advertised position at that institution. So save your greatest degree of tailoring for your cover letter. It is nice if you can tweak a few sentences of other documents to highlight your fit to a specific school, so long as it is not contrived.

Now, if you are applying to widely different types of institutions, a few different sets of documents will certainly be necessary. The research plan that you target in the middle to get you a job at both Harvard University and Hope College will not get you an interview at either! There are different realities of resources, scope, scale, and timeline. Not that my colleagues and I at Hope cannot tackle research that is just as exciting as Harvard’s. However, we need to have enough of a niche or a unique angle both to endure the longer timeframe necessitated by smaller groups of undergraduate researchers and to ensure that we still stand out. Furthermore, we generally need to be able to do it with more limited resources. If you do not demonstrate that understanding, you will be dismissed out of hand. But at many large Ph.D. programs, any consideration of "niche" can be inferred as a lack of confidence or ambition.

Also, be aware that department Web pages (especially those several pages deep in the site, or maintained by individual faculty) can be woefully out-of-date. If something you are planning to say is contingent on something you read on their Web site, find a way to confirm it!

While the research plan is not the place to articulate start-up needs, you should consider instrumentation and other resources that will be necessary to get started, and where you will go for funding or resources down the road. This will come up in interviews, and hopefully you will eventually need these details to negotiate a start-up package.

Who Is Your Audience?

Your research plan should show the big picture clearly and excite a broad audience of chemists across your sub-discipline. At many educational institutions, everyone in the department will read the proposal critically, at least if you make the short list to interview. Even at departments that leave it all to a committee of the subdiscipline, subdisciplines can be broad and might even still have an outside member on the committee. And the committee needs to justify their actions to the department at large, as well as to deans, provosts, and others. So having at least the introduction and executive summaries of your projects comprehensible and compelling to those outside your discipline is highly advantageous.

Good science, written well, makes a good research plan. As you craft and refine your research plan, keep the following strategies, as well as your audience in mind:

• Begin the document with an abstract or executive summary that engages a broad audience and shows synergies among your projects. This should be one page or less, and you should probably write it last. This page is something you could manageably consider tailoring to each institution.
• Provide sufficient details and references to convince the experts you know your stuff and actually have a plan for what your group will be doing in the lab. Give details of first and key experiments, and backup plans or fallback positions for their riskiest aspects.
• Hook your readers with your own ideas fairly early in the document, then strike a balance between your own new ideas and the necessary well referenced background, precedents, and justification throughout. Propose a reasonable tentative timeline, if you can do so in no more than a paragraph or two, which shows how you envision spacing out the experiments within and among your projects. This may fit well into your executive summary
• Show how you will involve students (whether undergraduates, graduate students, an eventual postdoc or two, possibly even high schoolers if the school has that sort of outreach, depending on the institutions to which you are applying) and divide the projects among students.
• Highlight how your work will contribute to the education of these students. While this is especially important at schools with greater teaching missions, it can help set you apart even at research intensive institutions. After all, we all have to demonstrate “broader impacts” to our funding agencies!
• Include where you will pursue funding, as well as publication, if you can smoothly work it in. This is especially true if there is doubt about how you plan to target or "market" your research. Otherwise, it is appropriate to hold off until the interview to discuss this strategy.

So, How Long Should Your Research Plan Be?

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Here is where the answers diverged the most and without a unifying trend across institutions. Bottom line, you need space to make your case, but even more, you need people to read what you write.

A single page abstract or executive summary of all your projects together provides you an opportunity to make the case for unifying themes yet distinct projects. It may also provide space to articulate a timeline. Indeed, many readers will only read this single page in each application, at least until winnowing down to a more manageable list of potential candidates. At the most elite institutions, there may be literally hundreds of applicants, scores of them entirely well-suited to the job.

While three to five pages per proposal was a common response (single spaced, in 11-point Arial or 12-point Times with one inch margins), including references (which should be accurate, appropriate, and current!), some of my busiest colleagues have said they will not read more than about three pages total. Only a few actually indicated they would read up to 12-15 pages for three projects. In my opinion, ten pages total for your research plans should be a fairly firm upper limit unless you are specifically told otherwise by a search committee, and then only if you have two to three distinct proposals.

Why Start Now?

Hopefully, this question has answered itself already! Your research plan needs to be a well thought out document that is an integrated part of applications tailored to each institution to which you apply. It must represent mature ideas that you have had time to refine through multiple revisions and a great deal of critical review from everyone you can get to read them. Moreover, you may need a few different sets of these, especially if you will be applying to a broad range of institutions. So add “write research plans” to this week’s to do list (and every week’s for the next few months) and start writing up the ideas in that manila folder into some genuine research plans. See which ones survive the process and rise to the top and you should be well prepared when the job ads begin to appear in C&EN in August!

Jason G. Gillmore , Ph.D., is an Associate Professor of Chemistry at Hope College in Holland, MI. A native of New Jersey, he earned his B.S. (’96) and M.S. (’98) degrees in chemistry from Virginia Tech, and his Ph.D. (’03) in organic chemistry from the University of Rochester. After a short postdoctoral traineeship at Vanderbilt University, he joined the faculty at Hope in 2004. He has received the Dreyfus Start-up Award, Research Corporation Cottrell College Science Award, and NSF CAREER Award, and is currently on sabbatical as a Visiting Research Professor at Arizona State University. Professor Gillmore is the organizer of the Biennial Midwest Postdoc to PUI Professor (P3) Workshop co-sponsored by ACS, and a frequent panelist at the annual ACS Postdoc to Faculty (P2F) Workshops.

Other tips to help engage (or at least not turn off) your readers include:

• Avoid two-column formats.
• Avoid too-small fonts that hinder readability, especially as many will view the documents online rather than in print!
• Use good figures that are readable and broadly understandable!
• Use color as necessary but not gratuitously.

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Qualitative Research Plan

Every drop counts . Because research requires the input of resources—money or kind—it should have a justified return. You may be fine with throwing away a few dollars, but what about thousands of dollars? And what if you could shorten five months of hard labor into half? Think of all the other things you could have done with your time and money. When you have a research plan , you can save yourself the avoidable hassle of losing your mind to stress at 3 AM.

Before the board or your academic mentors give your study a signal, you have to show them that you know what you’re doing. A research plan is your research roadmap. And like any map, you use the plan to steer you and your team in the right direction. In essence, it is a document that reminds the researcher of the important details about the study.

Plan vs. Proposal

A research plan is different from a research proposal . Although both talks about the study, the proposal is meant to sway opinion to favoring the conduct of the study. You also use proposals when you want to acquire study grants from higher institutions. A plan is for your perusal. As a researcher, you tend to become immersed in your study. By following all the promising trails, you may get lost in the process. Having a plan at arms reach lets you keep yourself on track. When you include a project timeline in your document, you can also track your progress along the way.

Qualitative vs. Quantitative

The rift goes way beyond numbers or the lack of thereof. The difference between the two isn’t because one is better than the other. In fact, a lot of research fields can benefit from the input of both methods. The choice between the two lies in what kind of question you want to answer. Qualitative research is appropriate for pioneer studies or those that require a deeper understanding of opinion, experiences, and encounters. Some things cannot be reduced to ones and zeroes. There are different methods for performing qualitative research. You can use interviews, focus groups, surveys , or observations. The versatility and cost-effectiveness of these methods make them a popular resort to researchers.

However, we cannot reduce quantitative research as a cold way to see the world. Quantitative research places measurements on things like opinion, behavior, and other variables. This method is more analytical and structured than qualitative research. Because most of the subjectivity is removed in data collection and analysis, the findings that are true for a small group can be used to generalize a bigger population. Most research in hard sciences is quantitative because the replicability of the results generally makes for credible results, especially when the only witnesses of the described event are the scientists in that lab. This research also makes use of surveys and questionnaires, provided that the observations can be represented in numerical data afterward.

Plan Framework

In general, the plans adhere to the same format, although you can see derivations in the names of the headers or the arrangement of the sections. The document is like a proposal, except that the details are made for the researchers themselves. Research plans can be a precursor to research proposals. Hence they tend to have similarities in the document structure.

Research Question:  This is the cold brew of your research study that kickstarts the entire research endeavor. This is the challenge or the issue that you want to address with your study. When you have a poorly-defined research question, you might as well forget about getting that research grant . The question is a lead on what the study will cover and the gaps in related literature.

Hypotheses:  These are your well-educated predictions on the results of the study in answer to your research questions. Your entire research design is grounded in testing these hypotheses. That is why your guesses must be backed by established and credible information. It is also these hypotheses that will be supported or refuted by succeeding studies.

Objectives: Objectives will influence the research design because what you want to accomplish will direct the methods you’ll use. When well-defined, they will steer you straight in the right direction. This means that they should be appropriate for your study. In devising your objectives , you should remember to make them specific, measurable, achievable, relevant, and time-based.

Research Design:  Because a research plan is like a rough sketch of your study, it includes your actual plan on how you will perform your investigation, as well as your list of materials and equipment. The details don’t have to be refined and specific, but they should convey the general idea. You can create a research flowchart of your methods to visualize the process better. Aside from being a map of the research, it is also an inventory check to see if you have the things you need for the study.

Examples of Qualitative Research Plans

People learn by example. Check out the following qualitative research plans that would help you with your content. You can download these PDF files as your guide.

1. Research Plan Sample

Size: 22 KB

2. Research Plan Guide

Size: 264 KB

3. Research Plan Abstract

Size: 73 KB

4. Research Plan Outline

Size: 106 Kb

5. Research Plan Example

Size: 116 KB

6. Funded Research Example

Size: 89 KB

7. Data Analysis Plan

Size: 941 KB

Preparing a Research Plan

Your research plan is for your use. It is meant to guide you throughout the entire research conduct . However, when you’ve set your standards too high and your plan is too idealistic, your performance and results might disappoint you. How do you make a plan that will work for you?

1. Research Your Research

When you want to answer a problem, you first have to be knowledgeable about it. Especially when you are applying for a research grant, your benefactors should have the impression that you know what you’re doing. You have to scour sources for related literature. Maybe the study has already been done, or there is a similar problem that has already been solved. By being diligent in your literature review, you can get a grasp of the issue’s relevance to society. Because you are learning more about the subject, you can identify methods and approaches that you can apply. By now, your study is taking shape.

2. Draw a Complete Map

This is a large section of your research plan. It describes what you want to come out of this study and your expectations. You will also write about your course of action to realize those goals. There is a domino relationship shared by your research questions, objectives, and methodology . The former two determine your methods. And the three will have a significant bearing on your results. You can use established methods provided that you justify why you use them. You can be as specific as possible. But because the plan is preliminary, you can expect changes along the way.

3. Be Practical and Realistic

As a researcher, you would want to make a significant contribution to the world. However, being too ambitious without the capacity to back it up will have negative consequences for your study. Therefore, when you plan a study, you have to look at your available resources. If you plan on procuring materials for the study, will they arrive on time? Is your expected schedule for deliverables realistic? Is your expectation for the study reasonable? You can add a timetable and a breakdown of foreseen expenses in your plan. That way, you can stick to your schedule and your budget.

4. Track Your Progress

Your research plan should be with you throughout the study period as a reference. You can view it to review your next steps or spot the ones you missed. Will the activities still fit the determined period? The chances that you will run out of time on an activity. Don’t create a rigid time frame. The future is unpredictable, so you should include a time allowance for each activity. You can also use Gantt charts to monitor your progress. The charts will let you see how much you have accomplished and how much work is left.

In any research endeavor, it pays to be prepared. We can’t predict the future, but when we have a plan on how to live with this uncertainty, we can mitigate losses. As a researcher, you can integrate research plans in the conduct of your studies. The document can influence the success of your investigation.

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Create a study plan for final exams in high school

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Study Plan VS Research Proposal – A brief Comparison

What is the difference between study plan and research proposal.

The Study plan includes the details on why you chose a certain degree program and how you actually schedule and plan your course study. Whereas, on the other hand, the research proposal is used to propose why you wish to work on a particular research direction, research objectives, novelty of your proposed research, possible outcomes, equipment and funding requirements to carry out research, and a complete schedule of conducting your research.

Study plan and Research Proposal Difference

While writing a study plan you need to answer the following questions:

• Why you chose a specific degree course?
• How will you organize your study?
• How you will plan your study?
• Do you have any mini-research project in mind?
• What are your qualifications for the chosen program?
• Show your skills that will help in course study
• Discuss how and why that research will be required

If you are thinking to write a Research proposal then you need to focus on the following details:

• State the problems that require your research to be conducted
• Talk about the Objectives of your research
• Discuss the novelty of your research
• Cite supporting evidence or references
• Provide a timeline for research completion
• Unveil your Research Design for the research
• Share schedule of your experimentations
• Ask for resources, funding, and equipment, if required
• List down possible challenges in the proposed research
• Request collaborations, if required
• Discuss the possible impact of your research
• Share your pre-research work in a summarized writing
• Compare your proposed research with similar top-level citations

Whenever you are stuck between this question to find the basic difference between a research proposal and a study plan then please go through the list of above-stated questions and points that will help you understand the differences between these two.

In general, we can say that the study plan is a document that contains basic information about the candidates’ approach to handle and organize the study project or an academic degree program. Whereas, the research proposal is a detailed document that is focused on a very micro-level research problem that requires novel research.

Yousaf Saeed

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How to Write a Research Proposal: A Complete Guide

A research proposal is a piece of writing that basically serves as your plan for a research project. It spells out what you’ll study, how you’ll go about it, and why it matters. Think of it as your pitch to show professors or funding bodies that your project is worth their attention and support.

This task is standard for grad students, especially those in research-intensive fields. It’s your chance to showcase your ability to think critically, design a solid study, and articulate why your research could make a difference.

In this article, we'll talk about how to craft a good research proposal, covering everything from the standard format of a research proposal to the specific details you'll need to include. 

Feeling overwhelmed by the idea of putting one together? That’s where DoMyEssay comes in handy.  Whether you need a little push or more extensive guidance, we’ll help you nail your proposal and move your project forward. 

Research Proposal Format

When you're putting together a research proposal, think of it as setting up a roadmap for your project. You want it to be clear and easy to follow so everyone knows what you’re planning to do, how you’re going to do it, and why it matters. 

Whether you’re following APA or Chicago style, the key is to keep your formatting clean so that it’s easy for committees or funding bodies to read through and understand.

Here’s a breakdown of each section, with a special focus on formatting a research proposal:

• Title Page : This is your first impression. Make sure it includes the title of your research proposal, your name, and your affiliations. Your title should grab attention and make it clear what your research is about.
• Abstract : This is your elevator pitch. In about 250 words, you need to sum up what you plan to research, how you plan to do it, and what impact you think it will have.
• Introduction : Here’s where you draw them in. Lay out your research question or problem, highlight its importance, and clearly outline what you aim to achieve with your study.
• Literature Review : Show that you’ve done your homework. In this section, demonstrate that you know the field and how your research fits into it. It’s your chance to connect your ideas to what’s already out there and show off a bit about what makes your approach unique or necessary.
• Methodology : Dive into the details of how you’ll get your research done. Explain your methods for gathering data and how you’ll analyze it. This is where you reassure them that your project is doable and you’ve thought through all the steps.
• Timeline : Keep it realistic. Provide an estimated schedule for your research, breaking down the process into manageable stages and assigning a timeline for each phase.
• Budget : If you need funding, lay out a budget that spells out what you need money for. Be clear and precise so there’s no guesswork involved about what you’re asking for.
• References/Bibliography : List out all the works you cited in your proposal. Stick to one citation style to keep things consistent.

Get Your Research Proposal Right 

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Research Proposal Structure

When you're writing a research proposal, you're laying out your questions and explaining the path you're planning to take to tackle them. Here’s how to structure your proposal so that it speaks to why your research matters and should get some attention.

Introduction

An introduction is where you grab attention and make everyone see why what you're doing matters. Here, you’ll pose the big question of your research proposal topic and show off the potential of your research right from the get-go:

• Grab attention : Start with something that makes the reader sit up — maybe a surprising fact, a challenging question, or a brief anecdote that highlights the urgency of your topic.
• Set the scene : What’s the broader context of your work? Give a snapshot of the landscape and zoom in on where your research fits. This helps readers see the big picture and the niche you’re filling.
• Lay out your plan : Briefly mention the main goals or questions of your research. If you have a hypothesis, state it clearly here.
• Make it matter : Show why your research needs to happen now. What gaps are you filling? What changes could your findings inspire? Make sure the reader understands the impact and significance of your work.

Literature Review

In your research proposal, the literature review does more than just recap what’s already out there. It's where you get to show off how your research connects with the big ideas and ongoing debates in your field. Here’s how to make this section work hard for you:

• Connect the dots : First up, highlight how your study fits into the current landscape by listing what others have done and positioning your research within it. You want to make it clear that you’re not just following the crowd but actually engaging with and contributing to real conversations. 
• Critique what’s out there : Explore what others have done well and where they’ve fallen short. Pointing out the gaps or where others might have missed the mark helps set up why your research is needed and how it offers something different.
• Build on what’s known : Explain how your research will use, challenge, or advance the existing knowledge. Are you closing a key gap? Applying old ideas in new ways? Make it clear how your work is going to add something new or push existing boundaries.

Aims and Objectives

Let's talk about the aims and objectives of your research. This is where you set out what you want to achieve and how you plan to get there:

• Main Goal : Start by stating your primary aim. What big question are you trying to answer, or what hypothesis are you testing? This is your research's main driving force.
• Detailed Objectives : Now, break down your main goal into smaller, actionable objectives. These should be clear and specific steps that will help you reach your overall aim. Think of these as the building blocks of your research, each one designed to contribute to the larger goal.

Research Design and Method

This part of your proposal outlines the practical steps you’ll take to answer your research questions:

• Type of Research : First off, what kind of research are you conducting? Will it be qualitative or quantitative research , or perhaps a mix of both? Clearly define whether you'll be gathering numerical data for statistical analysis or exploring patterns and theories in depth.
• Research Approach : Specify whether your approach is experimental, correlational, or descriptive. Each of these frameworks has its own way of uncovering insights, so choose the one that best fits the questions you’re trying to answer.
• Data Collection : Discuss the specifics of your data. If you’re in the social sciences, for instance, describe who or what you’ll be studying. How will you select your subjects or sources? What criteria will you use, and how will you gather your data? Be clear about the methods you’ll use, whether that’s surveys, interviews, observations, or experiments.
• Tools and Techniques : Detail the tools and techniques you'll use to collect your data. Explain why these tools are the best fit for your research goals.
• Timeline and Budget : Sketch out a timeline for your research activities. How long will each phase take? This helps everyone see that your project is organized and feasible.
• Potential Challenges : What might go wrong? Think about potential obstacles and how you plan to handle them. This shows you’re thinking ahead and preparing for all possibilities.

Ethical Considerations

When you're conducting research, especially involving people, you've got to think about ethics. This is all about ensuring everyone's rights are respected throughout your study. Here’s a quick rundown:

• Participant Rights : You need to protect your participants' rights to privacy, autonomy, and confidentiality. This means they should know what the study involves and agree to participate willingly—this is what we call informed consent.
• Informed Consent : You've got to be clear with participants about what they’re signing up for, what you’ll do with the data, and how you'll keep it confidential. Plus, they need the freedom to drop out any time they want.
• Ethical Approval : Before you even start collecting data, your research plan needs a green light from an ethics committee. This group checks that you’re set up to keep your participants safe and treated fairly.

You need to carefully calculate the costs for every aspect of your project. Make sure to include a bit extra for those just-in-case scenarios like unexpected delays or price hikes. Every dollar should have a clear purpose, so justify each part of your budget to ensure it’s all above board. This approach keeps your project on track financially and avoids any surprises down the line.

The appendices in your research proposal are where you stash all the extra documents that back up your main points. Depending on your project, this could include things like consent forms, questionnaires, measurement tools, or even a simple explanation of your study for participants. 

Just like any academic paper, your research proposal needs to include citations for all the sources you’ve referenced. Whether you call it a references list or a bibliography, the idea is the same — crediting the work that has informed your research. Make sure every source you’ve cited is listed properly, keeping everything consistent and easy to follow.

Research Proposal Got You Stuck? 

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How to Write a Research Proposal?

Whether you're new to this process or looking to refine your skills, here are some practical tips to help you create a strong and compelling proposal. 

Research Proposal Template

Here’s a simple and handy research proposal example in PDF format to help you get started and keep your work organized:

Writing a research proposal can be straightforward if you break it down into manageable steps:

• Pick a strong research proposal topic that interests you and has enough material to explore.
• Craft an engaging introduction that clearly states your research question and objectives.
• Do a thorough literature review to see how your work fits into the existing research landscape.
• Plan out your research design and method , deciding whether you’ll use qualitative or quantitative research.
• Consider the ethical aspects to ensure your research is conducted responsibly.
• Set up a budget and gather any necessary appendices to support your proposal.
• Make sure all your sources are cited properly to add credibility to your work.

If you need some extra support, DoMyEssay is ready to help with any type of paper, including crafting a strong research proposal. 

What Is a Research Proposal?

How long should a research proposal be, how do you start writing a research proposal.

Examples of Research proposals | York St John University. (n.d.). York St John University. https://www.yorksj.ac.uk/study/postgraduate/research-degrees/apply/examples-of-research-proposals/

Frequently asked questions

What’s the difference between a research plan and a research proposal.

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

Frequently asked questions: Writing a research paper

A research project is an academic, scientific, or professional undertaking to answer a research question . Research projects can take many forms, such as qualitative or quantitative , descriptive , longitudinal , experimental , or correlational . What kind of research approach you choose will depend on your topic.

Formulating a main research question can be a difficult task. Overall, your question should contribute to solving the problem that you have defined in your problem statement .

However, it should also fulfill criteria in three main areas:

• Researchability
• Feasibility and specificity
• Relevance and originality

Research questions anchor your whole project, so it’s important to spend some time refining them.

In general, they should be:

• Focused and researchable
• Answerable using credible sources
• Complex and arguable
• Feasible and specific
• Relevant and original

All research questions should be:

• Focused on a single problem or issue
• Researchable using primary and/or secondary sources
• Feasible to answer within the timeframe and practical constraints
• Specific enough to answer thoroughly
• Complex enough to develop the answer over the space of a paper or thesis
• Relevant to your field of study and/or society more broadly

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

Your research objectives indicate how you’ll try to address your research problem and should be specific:

Research objectives describe what you intend your research project to accomplish.

They summarize the approach and purpose of the project and help to focus your research.

Your objectives should appear in the introduction of your research paper , at the end of your problem statement .

The main guidelines for formatting a paper in Chicago style are to:

• Use a standard font like 12 pt Times New Roman
• Use 1 inch margins or larger
• Apply double line spacing
• Indent every new paragraph ½ inch
• Include a title page
• Place page numbers in the top right or bottom center
• Cite your sources with author-date citations or Chicago footnotes
• Include a bibliography or reference list

To automatically generate accurate Chicago references, you can use Scribbr’s free Chicago reference generator .

The main guidelines for formatting a paper in MLA style are as follows:

• Use an easily readable font like 12 pt Times New Roman
• Set 1 inch page margins
• Include a four-line MLA heading on the first page
• Center the paper’s title
• Use title case capitalization for headings
• Cite your sources with MLA in-text citations
• List all sources cited on a Works Cited page at the end

To format a paper in APA Style , follow these guidelines:

• Use a standard font like 12 pt Times New Roman or 11 pt Arial
• If submitting for publication, insert a running head on every page
• Apply APA heading styles
• Cite your sources with APA in-text citations
• List all sources cited on a reference page at the end

No, it’s not appropriate to present new arguments or evidence in the conclusion . While you might be tempted to save a striking argument for last, research papers follow a more formal structure than this.

All your findings and arguments should be presented in the body of the text (more specifically in the results and discussion sections if you are following a scientific structure). The conclusion is meant to summarize and reflect on the evidence and arguments you have already presented, not introduce new ones.

The conclusion of a research paper has several key elements you should make sure to include:

• A restatement of the research problem
• A summary of your key arguments and/or findings
• A short discussion of the implications of your research

Don’t feel that you have to write the introduction first. The introduction is often one of the last parts of the research paper you’ll write, along with the conclusion.

This is because it can be easier to introduce your paper once you’ve already written the body ; you may not have the clearest idea of your arguments until you’ve written them, and things can change during the writing process .

The way you present your research problem in your introduction varies depending on the nature of your research paper . A research paper that presents a sustained argument will usually encapsulate this argument in a thesis statement .

A research paper designed to present the results of empirical research tends to present a research question that it seeks to answer. It may also include a hypothesis —a prediction that will be confirmed or disproved by your research.

The introduction of a research paper includes several key elements:

• A hook to catch the reader’s interest
• Relevant background on the topic
• Details of your research problem

and your problem statement

• A thesis statement or research question
• Sometimes an overview of the paper

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How to conduct a feasibility study: Template and examples

Editor’s note : This article was last updated on 27 August 2004 to bolster the step-by-step guide with more detailed instructions, more robust examples, and a downloadable, customizable template.

Opportunities are everywhere. Some opportunities are small and don’t require many resources. Others are massive and need further analysis and evaluation.

One of your key responsibilities as a product manager is to evaluate the potential success of those opportunities before investing significant money, time, and resources. A feasibility study, also known as a feasibility assessment or feasibility analysis, is a critical tool that can help product managers determine whether a product idea or opportunity is viable, feasible, and profitable.

So, what is a feasibility analysis? Why should product managers use it? And how do you conduct one?

Click here to download our customizable feasibility study template .

What is a feasibility study?

A feasibility study is a systematic analysis and evaluation of a product opportunity’s potential to succeed. It aims to determine whether a proposed opportunity is financially and technically viable, operationally feasible, and commercially profitable.

A feasibility study typically includes an assessment of a wide range of factors, including the technical requirements of the product, resources needed to develop and launch the product, the potential market gap and demand, the competitive landscape, and economic and financial viability. These factors can be broken down into different types of feasibility studies:

• Technical feasibility — Evaluates the technical resources and expertise needed to develop the product and identifies any technical challenges that could arise
• Financial feasibility — Analyzes the costs involved, potential revenue, and overall financial viability of the opportunity
• Market feasibility — Assesses the demand for the product, market trends, target audience, and competitive landscape
• Operational feasibility — Looks at the organizational structure, logistics, and day-to-day operations required to launch and sustain the product
• Legal feasibility — Examines any legal considerations, including regulations, patents, and compliance requirements that could affect the opportunity

Based on the analysis’s findings, the product manager and their product team can decide whether to proceed with the product opportunity, modify its scope, or pursue another opportunity and solve a different problem.

Conducting a feasibility study helps PMs ensure that resources are invested in opportunities that have a high likelihood of success and align with the overall objectives and goals of the product strategy .

What are feasibility analyses used for?

Feasibility studies are particularly useful when introducing entirely new products or verticals. Product managers can use the results of a feasibility study to:

• Assess the technical feasibility of a product opportunity — Evaluate whether the proposed product idea or opportunity can be developed with the available technology, tools, resources, and expertise
• Determine a project’s financial viability — By analyzing the costs of development, manufacturing, and distribution, a feasibility study helps you determine whether your product is financially viable and can generate a positive return on investment (ROI)
• Evaluate customer demand and the competitive landscape — Assessing the potential market size, target audience, and competitive landscape for the product opportunity can inform decisions about the overall product positioning, marketing strategies, and pricing
• Identify potential risks and challenges — Identify potential obstacles or challenges that could impact the success of the identified opportunity, such as regulatory hurdles, operational and legal issues, and technical limitations
• Refine the product concept — The insights gained from a feasibility study can help you refine the product’s concept, make necessary modifications to the scope, and ultimately create a better product that is more likely to succeed in the market and meet users’ expectations

How to conduct a feasibility study

The activities involved in conducting a feasibility study differ from one organization to another. Also, the threshold, expectations, and deliverables change from role to role. However, a general set of guidelines can help you get started.

Here are some basic steps to conduct and report a feasibility study for major product opportunities or features:

1. Clearly define the opportunity

Imagine your user base is facing a significant problem that your product doesn’t solve. This is an opportunity. Define the opportunity clearly, support it with data, talk to your stakeholders to understand the opportunity space, and use it to define the objective.

2. Define the objective and scope

Each opportunity should be coupled with a business objective and should align with your product strategy.

Determine and clearly communicate the business goals and objectives of the opportunity. Align those objectives with company leaders to make sure everyone is on the same page. Lastly, define the scope of what you plan to build.

3. Conduct market and user research

Now that you have everyone on the same page and the objective and scope of the opportunity clearly defined, gather data and insights on the target market.

Include elements like the total addressable market (TAM) , growth potential, competitors’ insights, and deep insight into users’ problems and preferences collected through techniques like interviews, surveys, observation studies, contextual inquiries, and focus groups.

4. Analyze technical feasibility

Suppose your market and user research have validated the problem you are trying to solve. The next step should be to, alongside your engineers, assess the technical resources and expertise needed to launch the product to the market.

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Dig deeper into the proposed solution and try to comprehend the technical limitations and estimated time required for the product to be in your users’ hands. A detailed assessment might include:

• Technical requirements — What technology stack is needed? Does your team have the necessary expertise? Are there any integration challenges?
• Development timeline — How long will it take to develop the solution? What are the critical milestones?
• Resource allocation — What resources (hardware, software, personnel) are required? Can existing resources be repurposed?

5. Assess financial viability

If your company has a product pricing team, work closely with them to determine the willingness to pay (WTP) and devise a monetization strategy for the new feature.

Conduct a comprehensive financial analysis, including the total cost of development, revenue streams, and the expected return on investment (ROI) based on the agreed-upon monetization strategy. Key elements to include:

• Cost analysis — Breakdown of development, production, and operational costs
• Revenue projections — Estimated revenue from different pricing models
• ROI calculation — Expected return on investment and payback period

6. Evaluate potential risks

Now that you have almost a complete picture, identify the risks associated with building and launching the opportunity. Risks may include things like regulatory hurdles, technical limitations, and any operational risks.

A thorough risk assessment should cover:

• Technical risks — Potential issues with technology, integration, or scalability.
• Market risks — Changes in market conditions, customer preferences, or competitive landscape.
• Operational risks — Challenges in logistics, staffing, or supply chain management.
• Regulatory risks — Legal or compliance issues that could affect the product’s launch. For more on regulatory risks, check out this Investopedia article .

7. Decide, prepare, and share

Based on the steps above, you should end up with a comprehensive report that helps you decide whether to pursue the opportunity, modify its scope, or explore alternative options. Here’s what you should do next:

• Prepare your report — Compile all your findings, including the feasibility analysis, market research, technical assessment, financial viability, and risk analysis into a detailed report. This document should provide a clear recommendation on whether to move forward with the project
• Create an executive summary — Summarize the key findings and recommendations in a concise executive summary , tailored for stakeholders such as the C-suite. The executive summary should capture the essence of your report, focusing on the most critical points
• Present to stakeholders — Share your report with stakeholders, ensuring you’re prepared to discuss the analysis and defend your recommendations. Make sure to involve key stakeholders early in the process to build buy-in and address any concerns they may have
• Prepare for next steps — Depending on the decision, be ready to either proceed with the project, implement modifications, or pivot to another opportunity. Outline the action plan, resource requirements, and timeline for the next phase

Feasibility study template

The following feasibility study report template is designed to help you evaluate the feasibility of a product opportunity and provide a comprehensive report to inform decision-making and guide the development process.

Note: You can customize this template to fit your specific needs. Click here to download and customize this feasibility study report template .

Feasibility study example

Imagine you’re a product manager at a company that specializes in project management tools. Your team has identified a potential opportunity to expand the product offering by developing a new AI-powered feature that can automatically prioritize tasks for users based on their deadlines, workload, and importance.

A feasibility study can help you assess the viability of this opportunity. Here’s how you might approach it according to the template above:

• Opportunity description — The opportunity lies in creating an AI-powered feature that automatically prioritizes tasks based on user-defined parameters such as deadlines, workload, and task importance. This feature is expected to enhance user productivity by helping teams focus on high-priority tasks and ensuring timely project completion
• Problem statement — Many users of project management tools struggle with managing and prioritizing tasks effectively, leading to missed deadlines and project delays. Current solutions often require manual input or lack sophisticated algorithms to adjust priorities dynamically. The proposed AI-powered feature aims to solve this problem by automating the prioritization process, thereby reducing manual effort and improving overall project efficiency
• Business objective — The primary objective is to increase user engagement and satisfaction by offering a feature that addresses a common pain point. The feature is also intended to increase customer retention by providing added value and driving user adoption
• Scope — The scope includes the development of an AI algorithm capable of analyzing task parameters (e.g., deadlines, workload) and dynamically prioritizing tasks. The feature will be integrated into the existing project management tool interface, with minimal disruption to current users. Additionally, the scope covers user training and support for the new feature

Market analysis:

• Total addressable market (TAM)  — The TAM for this feature includes all users who actively manage projects and could benefit from enhanced task prioritization
• Competitor analysis — Competitor products such as Asana and Trello offer basic task prioritization features, but none use advanced AI algorithms. This presents a unique opportunity to differentiate this product by offering a more sophisticated solution
• User pain points — Surveys and interviews with current users reveal that 65 percent struggle with manual task prioritization, leading to inefficiencies and missed deadlines. Users expressed a strong interest in an automated solution that could save time and improve project outcomes

Technical requirements:

• AI algorithm development — The core of the feature is an AI algorithm that can analyze multiple factors to prioritize tasks. This requires expertise in machine learning, data processing, and AI integration
• Integration with existing infrastructure — The feature must seamlessly integrate with the existing architecture without causing significant disruptions. This includes data compatibility, API development, and UI/UX considerations
• Data handling and privacy — The feature will process sensitive project data, so robust data privacy and security measures must be implemented to comply with regulations like GDPR

Development timeline:

• Phase 1 (3 months) — Research and development of the AI algorithm, including training with sample datasets
• Phase 2 (2 months) — Integration with the platform, including UI/UX design adjustments
• Phase 3 (1 month) — Testing, quality assurance, and bug fixing
• Phase 4 (1 month) — User training materials and documentation preparation

Resource allocation:

• Development team  — Two AI specialists, three backend developers, two frontend developers, one project manager
• Hardware/software  — Additional cloud computing resources for AI processing, development tools for machine learning, testing environments

Cost analysis:

• Development costs — Estimated at $300,000, including salaries, cloud computing resources, and software licenses
• Marketing and launch costs  — $50,000 for promotional activities, user onboarding, and initial support
• Operational costs  — $20,000/year for maintenance, AI model updates, and ongoing support

Revenue projections:

• Pricing model — The AI-powered feature will be offered as part of a premium subscription tier, with an additional monthly fee of $10/user
• User adoption — Based on user surveys, an estimated 25 percent of the current user base (10,000 users) is expected to upgrade to the premium tier within the first year
• Projected revenue — First-year revenue is projected at $1.2 million, with an expected growth rate of 10 percent annually

ROI calculation:

• Break-even point — The project is expected to break even within 6 months of launch
• Five-year ROI — The feature is projected to generate a 200% ROI over five years, driven by increased subscription fees and user retention

Technical risks:

• AI algorithm complexity — Developing an accurate and reliable AI algorithm is challenging and may require multiple iterations
• Integration issues — There is a risk that integrating the new feature could disrupt the existing platform, leading to user dissatisfaction

Market risks:

• User adoption — There’s a risk that users may not perceive sufficient value in the AI feature to justify the additional cost, leading to lower-than-expected adoption rates

Operational risks:

• Support and maintenance — Maintaining the AI feature requires continuous updates and monitoring, which could strain the development and support teams

Regulatory risks:

• Data privacy compliance — Handling sensitive project data requires strict adherence to data privacy regulations. Noncompliance could lead to legal challenges and damage to the company’s reputation
• Decision — Based on the comprehensive analysis, the recommendation is to proceed with the development and launch of the AI-powered task prioritization feature. The potential for increased user engagement, differentiation from competitors, and positive ROI justifies the investment
• Prepare the report — A detailed report will be compiled, including all findings from the feasibility study, cost-benefit analysis, and risk assessments. This report will be presented to key stakeholders for approval
• Create an executive summary — A concise executive summary will be prepared for the C-suite, highlighting the key benefits, expected ROI, and strategic alignment with the company’s goals
• Next steps — Upon approval, the project will move into the development phase, following the timeline and resource allocation outlined in the study. Continuous monitoring and iterative improvements will be made based on user feedback and performance metrics

8. Executive summary

This feasibility study evaluates the potential for developing and launching an AI-powered task prioritization feature within our project management tool. The feature is intended to automatically prioritize tasks based on deadlines, workload, and task importance, thus improving user productivity and project efficiency. The study concludes that the feature is both technically and financially viable, with a projected ROI of 200 percent over five years. The recommendation is to proceed with development, as the feature offers a significant opportunity for product differentiation and user satisfaction.

Mock feasibility study report

Now let’s see what a feasibility study report based on the above example scenario would look like ( download an example here ):

Introduction

The purpose of this feasibility study is to assess the viability of introducing an AI-powered task prioritization feature into our existing project management software. This feature aims to address the common user challenge of manually prioritizing tasks, which often leads to inefficiencies and missed deadlines. By automating this process, we expect to enhance user productivity, increase customer retention, and differentiate our product in a competitive market.

Market and user research

The total addressable market (TAM) for this AI-powered task prioritization feature includes all current and potential users of project management tools who manage tasks and projects regularly. Based on market analysis, the current user base primarily consists of mid-sized enterprises and large organizations, where task management is a critical component of daily operations.

• Competitor analysis  — Key competitors in the project management space, such as Asana and Trello, offer basic task prioritization features. However, these solutions lack advanced AI capabilities that dynamically adjust task priorities based on real-time data. This gap in the market presents an opportunity for us to differentiate our product by offering a more sophisticated, AI-driven solution
• User pain points — Surveys and interviews conducted with our current user base reveal that 65 percent of users experience challenges with manual task prioritization. Common issues include difficulty in maintaining focus on high-priority tasks, inefficient use of time, and the tendency to miss deadlines due to poor task management. Users expressed a strong interest in an automated solution that could alleviate these challenges, indicating a high demand for the proposed feature

Technical feasibility

• AI algorithm development — The core component of the feature is an AI algorithm capable of analyzing multiple task parameters, such as deadlines, workload, and task importance. The development of this algorithm requires expertise in machine learning, particularly in natural language processing (NLP) and predictive analytics. Additionally, data processing capabilities will need to be enhanced to handle the increased load from real-time task prioritization
• Integration with existing infrastructure — The AI-powered feature must be integrated into our existing project management tool with minimal disruption. This includes ensuring compatibility with current data formats, APIs, and the user interface. The integration will also require modifications to the UI/UX to accommodate the new functionality while maintaining ease of use for existing features
• Data handling and privacy — The feature will process sensitive project data, making robust data privacy and security measures critical. Compliance with regulations such as GDPR is mandatory, and the data flow must be encrypted end-to-end to prevent unauthorized access. Additionally, user consent will be required for data processing related to the AI feature
• Phase 1 (3 months) — Research and development of the AI algorithm, including dataset acquisition, model training, and initial testing
• Phase 2 (2 months) — Integration with the existing platform, focusing on backend development and UI/UX adjustments
• Phase 3 (1 month) — Extensive testing, quality assurance, and bug fixing to ensure stability and performance
• Phase 4 (1 month) — Development of user training materials, documentation, and preparation for the product launch

Financial analysis

• Development costs — Estimated at $300,000, covering salaries, cloud computing resources, machine learning tools, and necessary software licenses
• Marketing and launch costs — $50,000 allocated for promotional campaigns, user onboarding programs, and initial customer support post-launch
• Operational costs — $20,000 annually for ongoing maintenance, AI model updates, and customer support services
• Pricing model — The AI-powered task prioritization feature will be included in a premium subscription tier, with an additional monthly fee of $10 per user
• User adoption — Market research suggests that approximately 25% of the current user base (estimated at 10,000 users) is likely to upgrade to the premium tier within the first year
• Projected revenue — First-year revenue is estimated at $1.2 million, with an anticipated annual growth rate of 10% as more users adopt the feature
• Break-even point — The project is expected to reach its break-even point within 6 months of the feature’s launch
• Five-year ROI — Over a five-year period, the feature is projected to generate a return on investment (ROI) of 200 percent, driven by steady subscription revenue and enhanced user retention

Risk assessment

• AI algorithm complexity — Developing a sophisticated AI algorithm poses significant technical challenges, including the risk of inaccuracies in task prioritization. Multiple iterations and extensive testing will be required to refine the algorithm
• Integration issues — Integrating the new feature into the existing platform could potentially cause compatibility issues, resulting in performance degradation or user dissatisfaction
• User adoption — There is a possibility that users may not perceive enough value in the AI-powered feature to justify the additional cost, leading to lower-than-expected adoption rates and revenue
• Support and maintenance — The ongoing support and maintenance required for the AI feature, including regular updates and monitoring, could place a significant burden on the development and customer support teams, potentially leading to resource constraints
• Data privacy compliance — Handling sensitive user data for AI processing necessitates strict adherence to data privacy regulations such as GDPR. Failure to comply could result in legal repercussions and damage to the company’s reputation

Conclusion and recommendations

The feasibility study demonstrates that the proposed AI-powered task prioritization feature is both technically and financially viable. The feature addresses a significant user pain point and has the potential to differentiate the product in a competitive market. With an estimated ROI of 200 percent over five years and strong user interest, it is recommended that the project move forward into the development phase.

Next steps include finalizing the development plan, securing approval from key stakeholders, and initiating the development process according to the outlined timeline and resource allocation. Continuous monitoring and iterative improvements will be essential to ensure the feature meets user expectations and achieves the projected financial outcomes.

Overcoming stakeholder management challenges

The ultimate challenge that faces most product managers when conducting a feasibility study is managing stakeholders .

Stakeholders may interfere with your analysis, jumping to conclusions that your proposed product or feature won’t work and deeming it a waste of resources. They may even try to prioritize your backlog for you.

Here are some tips to help you deal with even the most difficult stakeholders during a feasibility study:

• Use hard data to make your point — Never defend your opinion based on your assumptions. Always show them data and evidence based on your user research and market analysis
• Learn to say no — You are the voice of customers, and you know their issues and how to monetize them. Don’t be afraid to say no and defend your team’s work as a product manager
• Build stakeholder buy-in early on — Engage stakeholders from the beginning of the feasibility study process by involving them in discussions and seeking their input. This helps create a sense of ownership and ensures that their concerns and insights are considered throughout the study
• Provide regular updates and maintain transparency — Keep stakeholders informed about the progress of the feasibility study by providing regular updates and sharing key findings. This transparency can help build trust, foster collaboration, and prevent misunderstandings or misaligned expectations
• Leverage stakeholder expertise — Recognize and utilize the unique expertise and knowledge that stakeholders bring to the table. By involving them in specific aspects of the feasibility study where their skills and experience can add value, you can strengthen the study’s outcomes and foster a more collaborative working relationship

Final thoughts

A feasibility study is a critical tool to use right after you identify a significant opportunity. It helps you evaluate the potential success of the opportunity, analyze and identify potential challenges, gaps, and risks in the opportunity, and provides a data-driven approach in the market insights to make an informed decision.

By conducting a feasibility study, product teams can determine whether a product idea is profitable, viable, feasible, and thus worth investing resources into. It is a crucial step in the product development process and when considering investments in significant initiatives such as launching a completely new product or vertical.

For a more detailed approach and ready-to-use resources, consider using the feasibility study template provided in this post. If you’re dealing with challenging stakeholders, remember the importance of data-driven decisions, maintaining transparency, and leveraging the expertise of your team.

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Project 2025 contributor asks Trump if the assassination attempt on him could have been an “inside job”

Trump told Monica Crowley: “There's so many things going on here that you do have to wonder. ... I wasn't thinking this way three weeks ago. But the more you see it, the more you start to say there could be something else.”

Written by Media Matters Staff

Published 08/30/24 1:05 PM EDT

Project 2025  is a massive right-wing plan led by the Heritage Foundation to provide policy and staffing to a future Republican president. Monica Crowley is a  former Trump administration official  and right-wing media figure  touted for a position  in a second Trump term; she is listed as a contributor in the Project 2025 policy book,  Mandate for Leadership .

On August 29, Crowley interviewed former President Donald Trump on her podcast, with the two discussing the possibility that the assassination attempt was an “inside job.”

Citation From the August 29, 2024, edition of  The Monica Crowley Podcast , streamed on Rumble

MONICA CROWLEY (HOST): Two final questions for you, Mr. President, with regard to the assassination attempt. The more we see what happened that day, the more suspicious it all looks. It looks like the three-letter agencies are slow walking a lot of this evidence, a lot of the videos, etc. Does it look increasingly to you like this was a suspicious — maybe even inside job?

DONALD TRUMP: Well, it's strange. The father hired the most expensive lawyer, and he lives in the area, supposedly not very much money. He hired the most expensive lawyer. Think of this. Who's paying for this lawyer in Pennsylvania? High end, very, very expensive lawyer, top of the line, right? You know, where does he get the money to hire a lawyer that costs hundreds of thousands of dollars? Is the lawyer doing it for free? I doubt it. Are the Democrats paying for his legal fees? Is Marc Elias involved and that group? Is Weissmann involved? I don't know. Maybe they are. Maybe they're not. But who's paying for this lawyer? 

Then you have the case of all of these apps that they can't get open. They can't get his phones open. And, you know, it's very suspicious, very suspicious. Why can't they get the apps open? Why can't the FBI get the apps open? Don't forget the head of the FBI said I may have been hit by shrapnel or some flying glass, OK? And that was even disputed by — all you have to do is take a look at it. They've shown it 50 different ways, 200 different ways, but that was their first — you know, he may have been hit by some shrapnel, you know, to maybe just grazed by a little shrapnel, and they knew that wasn't true. 

So you say, why did they say that? Why did the director say that? Because that was so far off. He met with a tremendous — I mean, even his own side said, “You can't say that. There was no glass.” He's — I guess he said maybe the teleprompter. It's not even glass. It's something else. But, it wasn't broken. But, you know, you say, why did he say that? 

There's so many things going on here that you do have to wonder. You do have to wonder. But they have apps or they have some things, and they're foreign-based from what I understand. And you say, like, why is it that they can't get them open? Apple should open them easily. You know, when they were going after you and all your friends, they were able to open up their phones very easily, right? But for an assassin, they can't get their phones open. I think those phones ought to be opened by this afternoon because they're foreign based.

And I think they ought to get — and I think they ought to find out who's paying for the lawyer, where's the money coming from, because I wasn't thinking this way three weeks ago. But the more you see it, the more you start to say there could be something else, and that's really dangerous for the country. So, you know, I think they should clear up all that. This shouldn't be like the Kennedy where they're waiting for so many years. I'll be opening that up, like, on my first week, but, you know, they have — everybody waits for it, the Kennedy assassination. This shouldn't be that. They should have all the facts. And, you know, it's harder to get the facts as time goes by, but they ought to get those phones open, and they ought to find out who he's been speaking to. That's what I think.

CROWLEY: Well, you know, 60 years later, we're still talking about the Kennedy assassination, right? 

TRUMP: Yeah.

CROWLEY: But you were shot five or six weeks ago, and the imperial media, the regime, they've all buried it. They don't want anybody talking about it, which also lends credence to this idea that this is very suspicious —

TRUMP: Yeah, true.

CROWLEY: — and could have been an inside job. Before —

TRUMP: They don't wanna talk about it.

CROWLEY: No, of course not. 

CROWLEY: Of course not. Which also —

TRUMP: Tells you bad things.

CROWLEY: It raises big suspicions. 

TRUMP: Well they didn't wanna talk about the election of 2020 either. 

CROWLEY: Right.

TRUMP: They just don't wanna talk about it because they know they're guilty as hell. And the only way you can stop it — it's amazing. People that want to have a fair election are indicted. The people that cheated on the election are allowed to keep cheating.

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Only 5% of FTSE 100 have published Net Zero plans that would be deemed ‘credible’ under Government’s Transition plan guidance

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While over 80% of UK listed firms say they are committed to becoming Net Zero by 2050, the majority (95%) have not yet publicly disclosed detailed, actionable transition plans  

78% of FTSE 100 companies have published partially developed plans that don’t yet address key questions on strategy and execution, while 17% remain in the early stages of plan development  

• Of the 5% that have disclosed detailed plans, many still have work to do to fully align fully with the UK’s Transition Plan Taskforce guidance

Nearly 18 months after the Government’s COP26 pledge that UK listed businesses would be mandated to publish decarbonisation plans by 2023, only 5% of FTSE 100 companies have so far disclosed transition plans that would be deemed ‘credible’ or sufficiently detailed under draft Government guidance.

EY analysed Net Zero transition plan material published publicly by FTSE 100 businesses, as of 31 January 2023, and assessed them against the Transition Plan Taskforce’s (TPT) Draft Disclosure Framework. The Framework, which is set to be finalised this year following industry consultation, outlines guidance for companies to create decarbonisation plans that can be deemed “credible, useful, and consistent”.

The Treasury’s TPT was announced in November 2021 at COP26, where it was pledged that all UK listed businesses and financial institutions would be required to publish Net Zero transition plans by 2023, albeit a specific date was not set.

EY’s analysis finds that while 78% of FTSE 100 companies have disclosed partially-developed plans that include public targets to achieve Net Zero emissions by 2050, they have not yet adequately outlined how they will reach these targets, therefore missing key current TPT Framework requirements around strategy and execution. Seventeen per cent of FTSE 100 firms are still in the stage of setting targets and are yet to publicly disclose any actionable plans.

According to the research, just 5% of FTSE 100 businesses have disclosed plans that EY would consider to be sufficiently detailed to meet the TPT Framework guidance and have started to put these plans into action. However, even companies within this group have more work to do before their published plans can be considered fully TPT-aligned, due to gaps across a range of areas such as financial planning or the definition of financial metrics and targets.

EY’s analysis finds that more than 80% of FTSE 100 firms have made public commitments to reach Net Zero carbon emissions by 2050. 

FTSE 100 score best in Framework’s objectives-setting stage

The TPT Framework outlines five key elements* required to create a credible Net Zero transition plan. According to the research, FTSE 100 firms scored best (with a 78% adherence) on the initial ‘Foundation’ stage in the TPT Framework, which requires companies to publish transition objectives and priorities, as well as implications for the business modelling.

FTSE 100 businesses scored weakest against the TPT Framework’s ‘Implementation Strategy’ element, which requires companies to disclose how they intend to adapt business planning and operations, as well as outline proposed changes to products and services. Just 11% of companies have published materials that touch on limited elements of this section.

Commenting on the findings,  Rob Doepel, EY UK&I Managing Partner for Sustainability , said: “While the Government has previously said that listed companies will be expected to publish their transition plans this year, a final date hasn’t been disclosed. By setting a deadline, the Government would give much-needed certainty to the UK’s largest businesses and would send a clear message that inaction is not an option.

“The TPT’s draft Framework offers vital guidance around developing detailed, ambitious transition plans, but currently just a handful of the UK’s largest businesses appear to be on track. We expect the Framework to be finalised this year following a Government consultation, and, given the praise it received in the recent Skidmore Review, it’s expected to become mandatory. Businesses should now be clear about what credible, detailed plans need to look like, and should have a good idea about the direction regulation is moving in. There can be no excuse for being unprepared and the UK’s largest businesses need to push ahead with developing detailed, actionable plans that enable their organisations to transition and reap the benefits of Net Zero.”

EY is supporting businesses at all stages of their transition to net zero. Find out more about EY Carbon and how we can help to  develop strategies to decarbonise your business . 

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Marijuana Reform and Taxes

How states tax adult use cannabis and spend resulting revenue.

On November 7, 2023, Ohio voters approved a ballot initiative (known as Issue 2) to make Ohio the 24th state to legalize recreational marijuana. The newly enacted statute, which became effective on December 7, 2023, establishes Chapter 3780 within the Ohio Revised Code. Among other things, the new law specifies how recreational marijuana will be taxed and how the resulting tax revenue will be allocated. Members of the Ohio General Assembly and Governor Mike DeWine have expressed interest in possible revisions to the ballot initiative’s tax rate and tax revenue allocations. This report seeks to inform discussion on these issues by detailing how the Ohio initiative’s tax and revenue structures compare to the other 23 states that have already fully legalized marijuana.

Visit our resource page on Issue 2 to learn more about what adult-use marijuana will mean for Ohio.

It is important to note that the information below reflects the language of the initiated statute passed by Ohio voters. The Ohio General Assembly can make significant changes to any aspect of the statute at any time. 

Within days of the passage of Issue 2, various members of the Ohio General Assembly have proposed making legislative changes to a number of the provisions of the new law. Proposed reforms have been introduced in the General Assembly and legislative hearings continue to be conducted on some of the bills, including  House Bill 86 ,  House Bill 168 ,  House Bill 341 , and  House Bill 354 .  The table below compares the four proposed legislations to each other, as well as to the currently enacted Ohio Revised Code Chapter 3780 created by Issue 2.

DEPC will continue to monitor legislative proposals, updating this page to reflect any changes that are passed by the Ohio General Assembly (OGA).

Ohio's Recreational Marijuana Tax Plan Approved by Voters in Issue 2

The new marijuana reform law passed by voters in November 2023 is subject to legislative change at any time because it was a put before voters as an initiated statute. That statute currently establishes a special 10% tax on the sale of adult-use cannabis, in addition to the traditional fixed state sales tax of 5.75% and local variable sales taxes that can be as high as 2.25%. The statute is silent on the allocation of the revenue from state and local sales tax, but it does specify that all money collected from the special 10% marijuana tax will be deposited into a newly-established Adult Use Tax Fund , from which funds would be allocated on quarterly basis to the following funds and for the following purposes:

To fund the Cannabis social equity and jobs program which is tasked with funding of activities under Section 3780.19, which include:

• (B) (5) Implement an outreach program to educate potential participants about the cannabis social equity and jobs program;
• (B) (6) Implement a system of self-reporting by cannabis social equity and jobs program participants on compliance, as well as an on-site inspection process to validate the qualifications of a cannabis social equity program;
• (B) (8) Provide financial assistance, loans, grants, and technical assistance to persons certified by the department under the cannabis social equity and jobs program pursuant to rules adopted under this section.
• (B) (10) Study and fund judicial and criminal justice reform including bail, parole, sentencing reform, expungement and sealing of records, legal aid, and community policing related to marijuana;
• (B) (11) Study and propose policy reforms to address the social and economic impacts of the enforcement of marijuana laws and to track and prevent underage use of marijuana;
• (B) (12) Fund direct investment in disproportionately impacted communities to enhance education, entrepreneurism, legal aid, youth development, violence prevention, and the arts related to the program; and

For the benefit of municipal corporations or townships that have adult use dispensaries, and the municipal corporations or townships may use such funds for any approved purpose. Distributions to municipal corporations or townships shall be based on the percentage of adult use tax attributable to each municipal corporation or township.

To support the efforts of the Department of Mental Health and Addiction Services to alleviate substance and opiate abuse and related research in the state under section 3780.30 of the Revised Code, which includes:

• (A) providing for “a program for cannabis addiction services to be implemented on behalf of the division of cannabis control which includes best practices for education and treatment for individuals with addiction issues related to cannabis or other controlled substances including opioids”;
• (B) operating “an in-state, toll-free telephone number Ohio residents may call to obtain basic information about addiction services available to consumer, and options for an addicted consumer to obtain help”;
• (C) using funds “to support addiction services or other services that relate to addiction and substance abuse, and research that relates to addiction and substance abuse”.

To support the operations of the Division of Cannabis Control and to defray the cost of the Department of Taxation for administering the tax levied under section 3780.22 of the Revised Code.

Figure 1. Ohio Marijuana Tax Allocation by Fund

In our previous work, we have estimated that by year five of a functional adult-use marijuana program, the state could collect between $276-$403 million in overall tax revenue, including both the special marijuana tax and the traditional state and local sales tax. Assuming that our sales estimates hold and that the Ohio General Assembly does not change the special adult-use cannabis tax rate (10%) or the revenue allocations, approximately $162-$237 million could be divided among the four aforementioned funds by year five (roughly 2028) of a functional adult-use program. 

How Are Other States Taxing Adult-Use Marijuana?

There are four different types of taxes levied on legal marijuana states across the 23 legal states: special marijuana sales tax as a percentage of price, general state sales tax (plus applicable local sales tax), weight-based sales tax, and THC-potency tax. The most common type of tax imposed by states is the percentage-of-sales tax levied at the time of purchase, as well as the general state and local state taxes. Only three states impose a THC potency tax (Illinois, New York and Connecticut), with five additional states imposing some form of weight-based tax, whether at the point of consumer sale or at the point of wholesale (Alaska, Colorado, Maine, Nevada, and New Jersey).

While a comparison across all 23 states is complex given the type of tax and price variations , we can readily compare the taxes levied at the point of purchase for the 19 states that do not impose potency-based or weight-based tax at the point of purchase (for the purposes of this paper, we are including statewide sales taxes, but excluding local sales taxes given variation among different localities within a state). As set forth in Figure 2 below, the tax rates imposed by the 19 states differ significantly, with the lowest tax adopted by the state of New Jersey at 6.625% and the highest tax imposed by Washington at 43.5%.

Figure 2: Tax rates at point of sale

Of the 19 states that impose only a percentage-of-price retail tax at the point of sale, two charge less than 10%, eleven charge between 10-19% and six states tax 20% or more, which results in a median tax rate of 17% and average rate of 18%. In most cases, the effective tax rate at point-of-sale results from a combination of a special marijuana tax plus the standard state sales tax. But a few states rely only on a special marijuana tax or only on a standard sales tax as the means of taxing recreational retail cannabis sales.

Ohio’s proposed recreational cannabis retail tax rate of 15.75% (10% special marijuana tax plus 5.75% regular state sales tax, excluding local sales tax) puts Ohio slightly below the average and median tax imposed by other states, but equals almost exactly the tax rate imposed by the only neighboring state, Michigan (16%), that has legalized marijuana for adult use.

How Are States Allocating Their Marijuana Tax Revenue?

Marijuana tax revenue supports a number of different programs and initiatives across the 23 states that have legalized adult-use marijuana sales. While details for each state differ, we created eleven categories to allow us to compare allocations across states as shown in Table 1 below. Two key notes: first , some of these categories are not mutually exclusive. In several instances we classified one state funding provision under two categories due to the stated purpose of the allotted funding. For instance, Colorado allocates 25% of their marijuana retail tax revenue to fund the Marijuana Education Fund, which fits into both the Substance Use and Addiction Recovery category as well as Public Health category we set forth below. Second , we are not able to determine whether marijuana tax revenue deposited into the state’s general fund is ultimately used to fund some of the eleven categories indirectly. For instance, New Mexico channels nearly 70% of its marijuana tax revenue into the state’s general fund and we cannot determine whether some of this revenue does not end up indirectly funding substance abuse programs in the state.

The five categories that are most frequently funded by the 24 states (including Ohio) are:

• substance use and addiction recovery and public health (each 15 states),
• the state's general fund (14 states),
• oversight/administration and law enforcement and public safety (each 13 states),
• and social equity programs (12 states plus Rhode Island which funds social equity from application and licensing fees).

The portion of tax revenue devoted to each category, however, differs significantly from state to state. For instance, some states are investing as much as 70% of their marijuana tax revenue in social equity programs (New Jersey), while others are setting aside only 7% for that purpose (Delaware).

Additionally, while some states break down their revenue allocation by percentages, other states, such as California or Minnesota, chose to designate a fixed amount of funding to each category for a specific number of years.

Table 1. Tax Allocation Categories Across 23 Adult-Use States

A detailed a breakdown of each states’ allocation can be found in Appendices B and C in the full report .

Ohio’s tax rate and tax revenue allocation plan seems to be in line with the practices of other states. As mentioned above, the proposed tax rate of 15.75% (10% special marijuana tax plus 5.75% state sales tax) for cannabis retail sales is very close to the median of the remaining states (17%) and virtually mirrors tax structure in the neighboring state of Michigan. Similarly, Ohio’s plan to allocate 3% to administrative costs, 25% to substance use treatment, 36% to localities with operating cannabis entities, and 36% to a social equity program aligns with some of the funding priorities we see in other recreational states.

The Ohio General Assembly, along with Governor DeWine, have signaled a desire to make amendments to the marijuana reform statute as passed by the voters on November 7th, with tax rate and tax allocation being mentioned as possible issues under consideration. In respect to the tax rate, the Ohio General Assembly will need to balance their desire to maximize tax revenue and maximize deterrence of problematic use with their desire to curtail the illicit cannabis market as much as possible. A higher tax rate might theoretically bring in additional tax revenue, but it can also incentivize adult customers to purchase their cannabis product from unsanctioned sellers if the higher tax results in uncompetitive prices for legal cannabis product.

Lastly, the special marijuana tax revenue (that we estimate at $162-$237 million at year five of full implementation) would represent less than 0.5% of Ohio’s overall state budget. While not an insignificant amount, the potential impact of this new marijuana revenue could be limited if resources are spread thin across multiple priorities. Additionally, while it might make sense to appropriate some funding to certain priorities in perpetuity, that approach may not be ideal with other priorities. For instance, given our country’s history with drug use and addiction, it likely makes sense to allocate part of cannabis revenue to fund substance use prevention and treatment indefinitely. Other priorities, such as funding for the expungement of applicable criminal records which has been a concern for many other jurisdictions, might require only several years of dedicated funding as we should expect arrests for cannabis offenses to virtually disappear for adult users over time.

The Ohio General Assembly should take time to carefully consider not only whether the proposed taxation plan for adult-use marijuana should be changed, but also which areas they want to prioritize for funding from the resulting revenue. In addition, whether the taxing and allocation provisions approved by voters are largely preserved or are subject to significant revisions, the Ohio General Assembly should be sure to support and draw guidance from data collection and analyses in the marijuana reform arena. Whatever priorities and plans are implemented, the marijuana reform landscape has been evolving very rapidly, and future reforms in neighboring states and at the federal level could significantly impact both tax revenues and what reform-related issues should become a priority for Ohio policymakers. Best practices in this space often call for legislating and regulating with an eye toward gathering data on an array of key metrics and with the expectation that the state’s needs are sure to evolve and change over time.