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

Last updated

30 January 2024

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

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

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

  • What is a research plan?

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

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

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

  • Why do you need a research plan?

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

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

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

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

Project organization and structure

Well-informed participants

All stakeholders and teams align in support of the project

Clearly defined project definitions and purposes

Distractions are eliminated, prioritizing task focus

Timely management of individual task schedules and roles

Costly reworks are avoided

  • What should a research plan include?

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

Specific project goals and individual objectives

Ideal strategies or methods for reaching those goals

Required resources

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

Key performance indicators (KPIs)

Project background

Research and testing support

Preliminary studies and progress reporting mechanisms

Cost estimates and change order processes

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

  • How to write a research plan for your project

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

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

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

Define your project’s purpose

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

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

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

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

What you’re doing

Why you’re doing it

What you expect from it

Identify individual objectives

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

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

Select research methods

Research methods might include any of the following:

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

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

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

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

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

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

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

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

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

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

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

What do you plan to do with the research findings?

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

Recruit participants and allocate tasks

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

Prepare a thorough project summary

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

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

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

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

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

Create a realistic timeline

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

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

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

Determine how to present your results

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

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

Presentations and slides

A project report booklet

A project findings pamphlet

Documents with key takeaways and statistics

Graphic visuals to support your findings

  • Format your research plan

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

Find format inspiration among the following layouts:

Written outlines

Narrative storytelling

Visual mapping

Graphic timelines

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

  • Research plan example

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

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

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

Project title

Project members involved in the research plan

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

Objective 1 (provide a short description for each objective)

Objective 2

Objective 3

Proposed timeline

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

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

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

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

Customizing a research plan template

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

Introductions to participants and stakeholders

Background problems and needs statement

Significance, ethics, and purpose

Research methods, questions, and designs

Preliminary beliefs and expectations

Implications and intended outcomes

Realistic timelines for each phase

Conclusion and presentations

How many pages should a research plan be?

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

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

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

What are the seven steps to developing a research plan?

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

Defining the problem

Identifying goals

Choosing research methods

Recruiting participants

Preparing the brief or summary

Establishing task timelines

Defining how you will present the findings

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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

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  • Writing a Research Paper
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  • Research Paper Format
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  • AMA Style Research Paper
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  • Research Paper Structure
  • Research Paper Cover Page
  • Research Paper Abstract
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  • 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
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  • APA Reference Page
  • Annotated Bibliography
  • Bibliography vs Works Cited vs References Page
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Getting started with your research paper outline

outline plan for research

Levels of organization for a research paper outline

First level of organization, second level of organization, third level of organization, fourth level of organization, tips for writing a research paper outline, research paper outline template, my research paper outline is complete: what are the next steps, frequently asked questions about a research paper outline, related articles.

The outline is the skeleton of your research paper. Simply start by writing down your thesis and the main ideas you wish to present. This will likely change as your research progresses; therefore, do not worry about being too specific in the early stages of writing your outline.

A research paper outline typically contains between two and four layers of organization. The first two layers are the most generalized. Each layer thereafter will contain the research you complete and presents more and more detailed information.

The levels are typically represented by a combination of Roman numerals, Arabic numerals, uppercase letters, lowercase letters but may include other symbols. Refer to the guidelines provided by your institution, as formatting is not universal and differs between universities, fields, and subjects. If you are writing the outline for yourself, you may choose any combination you prefer.

This is the most generalized level of information. Begin by numbering the introduction, each idea you will present, and the conclusion. The main ideas contain the bulk of your research paper 's information. Depending on your research, it may be chapters of a book for a literature review , a series of dates for a historical research paper, or the methods and results of a scientific paper.

I. Introduction

II. Main idea

III. Main idea

IV. Main idea

V. Conclusion

The second level consists of topics which support the introduction, main ideas, and the conclusion. Each main idea should have at least two supporting topics listed in the outline.

If your main idea does not have enough support, you should consider presenting another main idea in its place. This is where you should stop outlining if this is your first draft. Continue your research before adding to the next levels of organization.

  • A. Background information
  • B. Hypothesis or thesis
  • A. Supporting topic
  • B. Supporting topic

The third level of organization contains supporting information for the topics previously listed. By now, you should have completed enough research to add support for your ideas.

The Introduction and Main Ideas may contain information you discovered about the author, timeframe, or contents of a book for a literature review; the historical events leading up to the research topic for a historical research paper, or an explanation of the problem a scientific research paper intends to address.

  • 1. Relevant history
  • 2. Relevant history
  • 1. The hypothesis or thesis clearly stated
  • 1. A brief description of supporting information
  • 2. A brief description of supporting information

The fourth level of organization contains the most detailed information such as quotes, references, observations, or specific data needed to support the main idea. It is not typical to have further levels of organization because the information contained here is the most specific.

  • a) Quotes or references to another piece of literature
  • b) Quotes or references to another piece of literature

Tip: The key to creating a useful outline is to be consistent in your headings, organization, and levels of specificity.

  • Be Consistent : ensure every heading has a similar tone. State the topic or write short sentences for each heading but avoid doing both.
  • Organize Information : Higher levels of organization are more generally stated and each supporting level becomes more specific. The introduction and conclusion will never be lower than the first level of organization.
  • Build Support : Each main idea should have two or more supporting topics. If your research does not have enough information to support the main idea you are presenting, you should, in general, complete additional research or revise the outline.

By now, you should know the basic requirements to create an outline for your paper. With a content framework in place, you can now start writing your paper . To help you start right away, you can use one of our templates and adjust it to suit your needs.

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After completing your outline, you should:

  • Title your research paper . This is an iterative process and may change when you delve deeper into the topic.
  • Begin writing your research paper draft . Continue researching to further build your outline and provide more information to support your hypothesis or thesis.
  • Format your draft appropriately . MLA 8 and APA 7 formats have differences between their bibliography page, in-text citations, line spacing, and title.
  • Finalize your citations and bibliography . Use a reference manager like Paperpile to organize and cite your research.
  • Write the abstract, if required . An abstract will briefly state the information contained within the paper, results of the research, and the conclusion.

An outline is used to organize written ideas about a topic into a logical order. Outlines help us organize major topics, subtopics, and supporting details. Researchers benefit greatly from outlines while writing by addressing which topic to cover in what order.

The most basic outline format consists of: an introduction, a minimum of three topic paragraphs, and a conclusion.

You should make an outline before starting to write your research paper. This will help you organize the main ideas and arguments you want to present in your topic.

  • Consistency: ensure every heading has a similar tone. State the topic or write short sentences for each heading but avoid doing both.
  • Organization : Higher levels of organization are more generally stated and each supporting level becomes more specific. The introduction and conclusion will never be lower than the first level of organization.
  • Support : Each main idea should have two or more supporting topics. If your research does not have enough information to support the main idea you are presenting, you should, in general, complete additional research or revise the outline.

outline plan for research

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

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  Routledge Companion to Research in the Arts

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Begin Your Research: Outline and Plan

  • Research Process
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Outlining and Planning Ahead: Confining or Comforting?

Creating a plan and outline before starting your research paper can lead to a more successful and satisfying writing process. Contrary to concerns about stifling creativity, planning ahead actually frees your mind from cluttered thoughts and allows for creativity to flourish within the boundaries of your rough plan. Just like various aspects of the natural and man-made world, successful creations often begin with some form of structure or boundary. Outlines serve as recipes for your paper, while research plans function as shopping lists, helping you organize your ideas and check your progress once you've completed your work.

Why Create an Outline?

According to the Purdue OWL's Writing Process guide , using an outline is helpful when wanting to "show the hierarchical relationship or logical ordering of information. For research papers, an outline may help you keep track of large amounts of information." Outlines even help those that are preparing a speech or presentation to deliver in front of an audience. Therefore, an outline has many benefits in aiding your writing, organizing your thoughts, keeping your material in logical structures, and giving your writing a boundary within which to keep focus. Making any kind of outline, no matter how rough or polished, will benefit you.

What is an Outline?

An outline is a structured document that lists the main parts of your research paper, essay, presentation, or report. It provides a roadmap for your planned writing, utilizing numbered lists to indicate the larger and nested structures.

  • You can further divide your subtopics as needed using Arabic numerals, but there should always be more than one.
  • Further subdivision
  • Subtopic of First Part (more specific in relationship to the First Part heading)
  • Subtopic of First Part (more specific in relationship to the heading above)
  • Subtopic of First Part (there should always be more than one subtopic of each main part)

Unless required to use a certain outline template, you have the freedom to choose the type of outline that suits you best, whether it is rough or structured with full sentences, phrases, and alphanumeric ordered lists. Any kind of outline can be effective in aiding your writing process. In conclusion, outlining is a valuable tool for successful writing, allowing you to organize your thoughts and achieve your goals efficiently. By creating a clear plan, you can enhance your creativity and produce a more cohesive and well-structured piece of work.

Please open Purdue OWL's Writing Process guide  or separate PDF which provides examples of full sentence and alphanumeric outlines.

  • Research Outline Template (RTF file)
  • Research Outline Template (PDF File)

A quote from Paul J Meyer that reads, "Productivity is never an accident, but the result planning and effort."

Creating a Research Plan

Your final step in the beginning stages of your research journey is making a plan for the rest of your research and writing steps. Treat it like a schedule or shopping list, utilizing a short to-do list or a detailed schedule. Remember, this plan you devise is not restrictive; it's a guide to set achievable goals within one overall process. Here's what to include:

What should you include in a research plan?

As stated above, you don't need to fill out an entire research plan right now, *but as you learn more throughout this "How to Research" guide series. The following items are recommended items to put in your research plan:

  • The research topic you have chosen and explored
  • The research question or thesis statement you have drafted
  • Any important assignment due dates, especially if you have to turn anything in at different stages (topic selection, annotated bibliography, rough draft, final draft)
  • The kind of information you are interested in including (supporting or contrasting perspectives, definitions, analysis, facts, background, or statistics)*
  • The search terms you have brainstormed and planned in the form of keywords, phrases, or search strings*
  • The places you will go to look for information (library searchable databases, websites, physical libraries)*
  • If there are any limitations or prohibited sources (no website or encyclopedias, for example)

You can use the provided templates to create your research plan as you progress through the "How to Research" guide series.

  • Research Plan Template (RTF File)
  • Research Plan Template (PDF File)

Congratulations on completing the initial steps of your research journey, and now you're ready to explore different types of information and sources.

  • Learn the Types of Research Sources
  • Find Research Sources

Image Source

Unless otherwise indicated, all images are courtesy of Adobe Stock. Paul J. Meyer quote image made in Canva, courtesy of Kristen Cook. The Research Outline Template was adapted from EasyBib.com.

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How Can You Create a Well Planned Research Paper Outline

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You are staring at the blank document, meaning to start writing your research paper . After months of experiments and procuring results, your PI asked you to write the paper to publish it in a reputed journal. You spoke to your peers and a few seniors and received a few tips on writing a research paper, but you still can’t plan on how to begin!

Writing a research paper is a very common issue among researchers and is often looked upon as a time consuming hurdle. Researchers usually look up to this task as an impending threat, avoiding and procrastinating until they cannot delay it anymore. Seeking advice from internet and seniors they manage to write a paper which goes in for quite a few revisions. Making researchers lose their sense of understanding with respect to their research work and findings. In this article, we would like to discuss how to create a structured research paper outline which will assist a researcher in writing their research paper effectively!

Publication is an important component of research studies in a university for academic promotion and in obtaining funding to support research. However, the primary reason is to provide the data and hypotheses to scientific community to advance the understanding in a specific domain. A scientific paper is a formal record of a research process. It documents research protocols, methods, results, conclusion, and discussion from a research hypothesis .

Table of Contents

What Is a Research Paper Outline?

A research paper outline is a basic format for writing an academic research paper. It follows the IMRAD format (Introduction, Methods, Results, and Discussion). However, this format varies depending on the type of research manuscript. A research paper outline consists of following sections to simplify the paper for readers. These sections help researchers build an effective paper outline.

1. Title Page

The title page provides important information which helps the editors, reviewers, and readers identify the manuscript and the authors at a glance. It also provides an overview of the field of research the research paper belongs to. The title should strike a balance between precise and detailed. Other generic details include author’s given name, affiliation, keywords that will provide indexing, details of the corresponding author etc. are added to the title page.

2. Abstract

Abstract is the most important section of the manuscript and will help the researcher create a detailed research paper outline . To be more precise, an abstract is like an advertisement to the researcher’s work and it influences the editor in deciding whether to submit the manuscript to reviewers or not. Writing an abstract is a challenging task. Researchers can write an exemplary abstract by selecting the content carefully and being concise.

3. Introduction

An introduction is a background statement that provides the context and approach of the research. It describes the problem statement with the assistance of the literature study and elaborates the requirement to update the knowledge gap. It sets the research hypothesis and informs the readers about the big research question.

This section is usually named as “Materials and Methods”, “Experiments” or “Patients and Methods” depending upon the type of journal. This purpose provides complete information on methods used for the research. Researchers should mention clear description of materials and their use in the research work. If the methods used in research are already published, give a brief account and refer to the original publication. However, if the method used is modified from the original method, then researcher should mention the modifications done to the original protocol and validate its accuracy, precision, and repeatability.

It is best to report results as tables and figures wherever possible. Also, avoid duplication of text and ensure that the text summarizes the findings. Report the results with appropriate descriptive statistics. Furthermore, report any unexpected events that could affect the research results, and mention complete account of observations and explanations for missing data (if any).

6. Discussion

The discussion should set the research in context, strengthen its importance and support the research hypothesis. Summarize the main results of the study in one or two paragraphs and show how they logically fit in an overall scheme of studies. Compare the results with other investigations in the field of research and explain the differences.

7. Acknowledgments

Acknowledgements identify and thank the contributors to the study, who are not under the criteria of co-authors. It also includes the recognition of funding agency and universities that award scholarships or fellowships to researchers.

8. Declaration of Competing Interests

Finally, declaring the competing interests is essential to abide by ethical norms of unique research publishing. Competing interests arise when the author has more than one role that may lead to a situation where there is a conflict of interest.

Steps to Write a Research Paper Outline

  • Write down all important ideas that occur to you concerning the research paper .
  • Answer questions such as – what is the topic of my paper? Why is the topic important? How to formulate the hypothesis? What are the major findings?
  • Add context and structure. Group all your ideas into sections – Introduction, Methods, Results, and Discussion/Conclusion.
  • Add relevant questions to each section. It is important to note down the questions. This will help you align your thoughts.
  • Expand the ideas based on the questions created in the paper outline.
  • After creating a detailed outline, discuss it with your mentors and peers.
  • Get enough feedback and decide on the journal you will submit to.
  • The process of real writing begins.

Benefits of Creating a Research Paper Outline

As discussed, the research paper subheadings create an outline of what different aspects of research needs elaboration. This provides subtopics on which the researchers brainstorm and reach a conclusion to write. A research paper outline organizes the researcher’s thoughts and gives a clear picture of how to formulate the research protocols and results. It not only helps the researcher to understand the flow of information but also provides relation between the ideas.

A research paper outline helps researcher achieve a smooth transition between topics and ensures that no research point is forgotten. Furthermore, it allows the reader to easily navigate through the research paper and provides a better understanding of the research. The paper outline allows the readers to find relevant information and quotes from different part of the paper.

Research Paper Outline Template

A research paper outline template can help you understand the concept of creating a well planned research paper before beginning to write and walk through your journey of research publishing.

1. Research Title

A. Background i. Support with evidence ii. Support with existing literature studies

B. Thesis Statement i. Link literature with hypothesis ii. Support with evidence iii. Explain the knowledge gap and how this research will help build the gap 4. Body

A. Methods i. Mention materials and protocols used in research ii. Support with evidence

B. Results i. Support with tables and figures ii. Mention appropriate descriptive statistics

C. Discussion i. Support the research with context ii. Support the research hypothesis iii. Compare the results with other investigations in field of research

D. Conclusion i. Support the discussion and research investigation ii. Support with literature studies

E. Acknowledgements i. Identify and thank the contributors ii. Include the funding agency, if any

F. Declaration of Competing Interests

5. References

Download the Research Paper Outline Template!

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Home » How To Write A Research Proposal – Step-by-Step [Template]

How To Write A Research Proposal – Step-by-Step [Template]

Table of Contents

How To Write a Research Proposal

How To Write a Research Proposal

Writing a Research proposal involves several steps to ensure a well-structured and comprehensive document. Here is an explanation of each step:

1. Title and Abstract

  • Choose a concise and descriptive title that reflects the essence of your research.
  • Write an abstract summarizing your research question, objectives, methodology, and expected outcomes. It should provide a brief overview of your proposal.

2. Introduction:

  • Provide an introduction to your research topic, highlighting its significance and relevance.
  • Clearly state the research problem or question you aim to address.
  • Discuss the background and context of the study, including previous research in the field.

3. Research Objectives

  • Outline the specific objectives or aims of your research. These objectives should be clear, achievable, and aligned with the research problem.

4. Literature Review:

  • Conduct a comprehensive review of relevant literature and studies related to your research topic.
  • Summarize key findings, identify gaps, and highlight how your research will contribute to the existing knowledge.

5. Methodology:

  • Describe the research design and methodology you plan to employ to address your research objectives.
  • Explain the data collection methods, instruments, and analysis techniques you will use.
  • Justify why the chosen methods are appropriate and suitable for your research.

6. Timeline:

  • Create a timeline or schedule that outlines the major milestones and activities of your research project.
  • Break down the research process into smaller tasks and estimate the time required for each task.

7. Resources:

  • Identify the resources needed for your research, such as access to specific databases, equipment, or funding.
  • Explain how you will acquire or utilize these resources to carry out your research effectively.

8. Ethical Considerations:

  • Discuss any ethical issues that may arise during your research and explain how you plan to address them.
  • If your research involves human subjects, explain how you will ensure their informed consent and privacy.

9. Expected Outcomes and Significance:

  • Clearly state the expected outcomes or results of your research.
  • Highlight the potential impact and significance of your research in advancing knowledge or addressing practical issues.

10. References:

  • Provide a list of all the references cited in your proposal, following a consistent citation style (e.g., APA, MLA).

11. Appendices:

  • Include any additional supporting materials, such as survey questionnaires, interview guides, or data analysis plans.

Research Proposal Format

The format of a research proposal may vary depending on the specific requirements of the institution or funding agency. However, the following is a commonly used format for a research proposal:

1. Title Page:

  • Include the title of your research proposal, your name, your affiliation or institution, and the date.

2. Abstract:

  • Provide a brief summary of your research proposal, highlighting the research problem, objectives, methodology, and expected outcomes.

3. Introduction:

  • Introduce the research topic and provide background information.
  • State the research problem or question you aim to address.
  • Explain the significance and relevance of the research.
  • Review relevant literature and studies related to your research topic.
  • Summarize key findings and identify gaps in the existing knowledge.
  • Explain how your research will contribute to filling those gaps.

5. Research Objectives:

  • Clearly state the specific objectives or aims of your research.
  • Ensure that the objectives are clear, focused, and aligned with the research problem.

6. Methodology:

  • Describe the research design and methodology you plan to use.
  • Explain the data collection methods, instruments, and analysis techniques.
  • Justify why the chosen methods are appropriate for your research.

7. Timeline:

8. Resources:

  • Explain how you will acquire or utilize these resources effectively.

9. Ethical Considerations:

  • If applicable, explain how you will ensure informed consent and protect the privacy of research participants.

10. Expected Outcomes and Significance:

11. References:

12. Appendices:

Research Proposal Template

Here’s a template for a research proposal:

1. Introduction:

2. Literature Review:

3. Research Objectives:

4. Methodology:

5. Timeline:

6. Resources:

7. Ethical Considerations:

8. Expected Outcomes and Significance:

9. References:

10. Appendices:

Research Proposal Sample

Title: The Impact of Online Education on Student Learning Outcomes: A Comparative Study

1. Introduction

Online education has gained significant prominence in recent years, especially due to the COVID-19 pandemic. This research proposal aims to investigate the impact of online education on student learning outcomes by comparing them with traditional face-to-face instruction. The study will explore various aspects of online education, such as instructional methods, student engagement, and academic performance, to provide insights into the effectiveness of online learning.

2. Objectives

The main objectives of this research are as follows:

  • To compare student learning outcomes between online and traditional face-to-face education.
  • To examine the factors influencing student engagement in online learning environments.
  • To assess the effectiveness of different instructional methods employed in online education.
  • To identify challenges and opportunities associated with online education and suggest recommendations for improvement.

3. Methodology

3.1 Study Design

This research will utilize a mixed-methods approach to gather both quantitative and qualitative data. The study will include the following components:

3.2 Participants

The research will involve undergraduate students from two universities, one offering online education and the other providing face-to-face instruction. A total of 500 students (250 from each university) will be selected randomly to participate in the study.

3.3 Data Collection

The research will employ the following data collection methods:

  • Quantitative: Pre- and post-assessments will be conducted to measure students’ learning outcomes. Data on student demographics and academic performance will also be collected from university records.
  • Qualitative: Focus group discussions and individual interviews will be conducted with students to gather their perceptions and experiences regarding online education.

3.4 Data Analysis

Quantitative data will be analyzed using statistical software, employing descriptive statistics, t-tests, and regression analysis. Qualitative data will be transcribed, coded, and analyzed thematically to identify recurring patterns and themes.

4. Ethical Considerations

The study will adhere to ethical guidelines, ensuring the privacy and confidentiality of participants. Informed consent will be obtained, and participants will have the right to withdraw from the study at any time.

5. Significance and Expected Outcomes

This research will contribute to the existing literature by providing empirical evidence on the impact of online education on student learning outcomes. The findings will help educational institutions and policymakers make informed decisions about incorporating online learning methods and improving the quality of online education. Moreover, the study will identify potential challenges and opportunities related to online education and offer recommendations for enhancing student engagement and overall learning outcomes.

6. Timeline

The proposed research will be conducted over a period of 12 months, including data collection, analysis, and report writing.

The estimated budget for this research includes expenses related to data collection, software licenses, participant compensation, and research assistance. A detailed budget breakdown will be provided in the final research plan.

8. Conclusion

This research proposal aims to investigate the impact of online education on student learning outcomes through a comparative study with traditional face-to-face instruction. By exploring various dimensions of online education, this research will provide valuable insights into the effectiveness and challenges associated with online learning. The findings will contribute to the ongoing discourse on educational practices and help shape future strategies for maximizing student learning outcomes in online education settings.

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How to choose an Appropriate Method for Research?

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An outline is a formal system used to develop a framework for thinking about what should be the organization and eventual contents of your paper. An outline helps you predict the overall structure and flow of a paper.

Why and How to Create a Useful Outline. The Writing Lab and The OWL. Purdue University.

Importance of...

Writing papers in college requires you to come up with sophisticated, complex, and sometimes very creative ways of structuring your ideas . Taking the time to draft an outline can help you determine if your ideas connect to each other, what order of ideas works best, where gaps in your thinking may exist, or whether you have sufficient evidence to support each of your points. It is also an effective way to think about the time you will need to complete each part of your paper before you begin writing.

A good outline is important because :

  • You will be much less likely to get writer's block . An outline will show where you're going and how to get there. Use the outline to set goals for completing each section of your paper.
  • It will help you stay organized and focused throughout the writing process and help ensure proper coherence [flow of ideas] in your final paper. However, the outline should be viewed as a guide, not a straitjacket. As you review the literature or gather data, the organization of your paper may change; adjust your outline accordingly.
  • A clear, detailed outline ensures that you always have something to help re-calibrate your writing should you feel yourself drifting into subject areas unrelated to the research problem. Use your outline to set boundaries around what you will investigate.
  • The outline can be key to staying motivated . You can put together an outline when you're excited about the project and everything is clicking; making an outline is never as overwhelming as sitting down and beginning to write a twenty page paper without any sense of where it is going.
  • An outline helps you organize multiple ideas about a topic . Most research problems can be analyzed from a variety of perspectives; an outline can help you sort out which modes of analysis are most appropriate to ensure the most robust findings are discovered.
  • An outline not only helps you organize your thoughts, but it can also serve as a schedule for when certain aspects of your writing should be accomplished . Review the assignment and highlight the due dates of specific tasks and integrate these into your outline. If your professor has not created specific deadlines, create your own deadlines by thinking about your own writing style and the need to manage your time around other course assignments.

How to Structure and Organize Your Paper. Odegaard Writing & Research Center. University of Washington; Why and How to Create a Useful Outline. The Writing Lab and The OWL. Purdue University; Lietzau, Kathleen. Creating Outlines. Writing Center, University of Richmond.

Structure and Writing Style

I.   General Approaches

There are two general approaches you can take when writing an outline for your paper:

The topic outline consists of short phrases. This approach is useful when you are dealing with a number of different issues that could be arranged in a variety of different ways in your paper. Due to short phrases having more content than using simple sentences, they create better content from which to build your paper.

The sentence outline is done in full sentences. This approach is useful when your paper focuses on complex issues in detail. The sentence outline is also useful because sentences themselves have many of the details in them needed to build a paper and it allows you to include those details in the sentences instead of having to create an outline of short phrases that goes on page after page.

II.   Steps to Making the Outline

A strong outline details each topic and subtopic in your paper, organizing these points so that they build your argument toward an evidence-based conclusion. Writing an outline will also help you focus on the task at hand and avoid unnecessary tangents, logical fallacies, and underdeveloped paragraphs.

  • Identify the research problem . The research problem is the focal point from which the rest of the outline flows. Try to sum up the point of your paper in one sentence or phrase. It also can be key to deciding what the title of your paper should be.
  • Identify the main categories . What main points will you analyze? The introduction describes all of your main points; the rest of  your paper can be spent developing those points.
  • Create the first category . What is the first point you want to cover? If the paper centers around a complicated term, a definition can be a good place to start. For a paper that concerns the application and testing of a particular theory, giving the general background on the theory can be a good place to begin.
  • Create subcategories . After you have followed these steps, create points under it that provide support for the main point. The number of categories that you use depends on the amount of information that you are trying to cover. There is no right or wrong number to use.

Once you have developed the basic outline of the paper, organize the contents to match the standard format of a research paper as described in this guide.

III.   Things to Consider When Writing an Outline

  • There is no rule dictating which approach is best . Choose either a topic outline or a sentence outline based on which one you believe will work best for you. However, once you begin developing an outline, it's helpful to stick to only one approach.
  • Both topic and sentence outlines use Roman and Arabic numerals along with capital and small letters of the alphabet arranged in a consistent and rigid sequence. A rigid format should be used especially if you are required to hand in your outline.
  • Although the format of an outline is rigid, it shouldn't make you inflexible about how to write your paper. Often when you start investigating a research problem [i.e., reviewing the research literature], especially if you are unfamiliar with the topic, you should anticipate the likelihood your analysis could go in different directions. If your paper changes focus, or you need to add new sections, then feel free to reorganize the outline.
  • If appropriate, organize the main points of your outline in chronological order . In papers where you need to trace the history or chronology of events or issues, it is important to arrange your outline in the same manner, knowing that it's easier to re-arrange things now than when you've almost finished your paper.
  • For a standard research paper of 15-20 pages, your outline should be no more than few pages in length . It may be helpful as you are developing your outline to also write down a tentative list of references.

Muirhead, Brent. “Using Outlines to Improve Online Student Writing Skills.” Journal on School Educational Technology 1, (2005): 17-23; Four Main Components for Effective Outlines. The Writing Lab and The OWL. Purdue University; How to Make an Outline. Psychology Writing Center. University of Washington; Kartawijaya, Sukarta. “Improving Students’ Writing Skill in Writing Paragraph through an Outline Technique.” Curricula: Journal of Teaching and Learning 3 (2018); Organization: Informal Outlines. The Reading/Writing Center. Hunter College; Organization: Standard Outline Form. The Reading/Writing Center. Hunter College; Outlining. Department of English Writing Guide. George Mason University; Plotnic, Jerry. Organizing an Essay. University College Writing Centre. University of Toronto; Reverse Outline. The Writing Center. University of North Carolina; Reverse Outlines: A Writer's Technique for Examining Organization. The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Using Outlines. Writing Tutorial Services, Center for Innovative Teaching and Learning. Indiana University; Writing: Considering Structure and Organization. Institute for Writing Rhetoric. Dartmouth College.

Writing Tip

A Disorganized Outline Means a Disorganized Paper!

If, in writing your paper, it begins to diverge from your outline, this is very likely a sign that you've lost your focus. How do you know whether to change the paper to fit the outline, or, that you need to reconsider the outline so that it fits the paper? A good way to check your progress is to use what you have written to recreate the outline. This is an effective strategy for assessing the organization of your paper. If the resulting outline says what you want it to say and it is in an order that is easy to follow, then the organization of your paper has been successful. If you discover that it's difficult to create an outline from what you have written, then you likely need to revise your paper.

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  • Dissertation & Thesis Outline | Example & Free Templates

Dissertation & Thesis Outline | Example & Free Templates

Published on 8 June 2022 by Tegan George .

A thesis or dissertation outline is one of the most critical early steps in your writing process . It helps you to lay out and organise your ideas and can provide you with a roadmap for deciding what kind of research you’d like to undertake.

Generally, an outline contains information on the different sections included in your thesis or dissertation, such as:

  • Your anticipated title
  • Your abstract
  • Your chapters (sometimes subdivided into further topics like literature review, research methods, avenues for future research, etc.)

In the final product, you can also provide a chapter outline for your readers. This is a short paragraph at the end of your introduction to inform readers about the organisational structure of your thesis or dissertation . This chapter outline is also known as a reading guide or summary outline.

Table of contents

How to outline your thesis or dissertation, dissertation and thesis outline templates, chapter outline example, sample sentences for your chapter outline, sample verbs for variation in your chapter outline, frequently asked questions about outlines.

While there are some inter-institutional differences, many outlines proceed in a fairly similar fashion.

  • Working Title
  • ‘Elevator pitch’ of your work (often written last).
  • Introduce your area of study, sharing details about your research question, problem statement , and hypotheses . Situate your research within an existing paradigm or conceptual or theoretical framework .
  • Subdivide as you see fit into main topics and sub-topics.
  • Describe your research methods (e.g., your scope, population , and data collection ).
  • Present your research findings and share about your data analysis methods.
  • Answer the research question in a concise way.
  • Interpret your findings, discuss potential limitations of your own research and speculate about future implications or related opportunities.

To help you get started, we’ve created a full thesis or dissertation template in Word or Google Docs format. It’s easy adapt it to your own requirements.

 Download Word template    Download Google Docs template

Chapter outline example British English

It can be easy to fall into a pattern of overusing the same words or sentence constructions, which can make your work monotonous and repetitive for your readers. Consider utilising some of the alternative constructions presented below.

Example 1: Passive construction

The passive voice is a common choice for outlines and overviews because the context makes it clear who is carrying out the action (e.g., you are conducting the research ). However, overuse of the passive voice can make your text vague and imprecise.

Example 2: IS-AV construction

You can also present your information using the ‘IS-AV’ (inanimate subject with an active verb) construction.

A chapter is an inanimate object, so it is not capable of taking an action itself (e.g., presenting or discussing). However, the meaning of the sentence is still easily understandable, so the IS-AV construction can be a good way to add variety to your text.

Example 3: The I construction

Another option is to use the ‘I’ construction, which is often recommended by style manuals (e.g., APA Style and Chicago style ). However, depending on your field of study, this construction is not always considered professional or academic. Ask your supervisor if you’re not sure.

Example 4: Mix-and-match

To truly make the most of these options, consider mixing and matching the passive voice , IS-AV construction , and ‘I’ construction .This can help the flow of your argument and improve the readability of your text.

As you draft the chapter outline, you may also find yourself frequently repeating the same words, such as ‘discuss’, ‘present’, ‘prove’, or ‘show’. Consider branching out to add richness and nuance to your writing. Here are some examples of synonyms you can use.

A thesis or dissertation outline is one of the most critical first steps in your writing process. It helps you to lay out and organise your ideas and can provide you with a roadmap for deciding what kind of research you’d like to undertake.

When you mention different chapters within your text, it’s considered best to use Roman numerals for most citation styles. However, the most important thing here is to remain consistent whenever using numbers in your dissertation .

All level 1 and 2 headings should be included in your table of contents . That means the titles of your chapters and the main sections within them.

The contents should also include all appendices and the lists of tables and figures, if applicable, as well as your reference list .

Do not include the acknowledgements or abstract   in the table of contents.

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the ‘Cite this Scribbr article’ button to automatically add the citation to our free Reference Generator.

George, T. (2022, June 08). Dissertation & Thesis Outline | Example & Free Templates. Scribbr. Retrieved 6 May 2024, from https://www.scribbr.co.uk/thesis-dissertation/outline-thesis-dissertation/

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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?

outline plan for research

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!

outline plan for research

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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LYNN SANTELMANN Assistant Professor, Applied Linguistics Portland State University [email protected] Outline for Research Project Proposal (adapted from Course Materials for Psycholinguistics) When writing, please use section headings to indicate where the information can be found. Subheadings need not be used, though in long sections they may facilitate organization. 1. Introduction Explain the issue you are examining and why it is significant. Describe the general area to be studied Explain why this area is important to the general area under study (e.g., psychology of language, second language acquisition, teaching methods )
Summarize what is already known about the field. Include a summary of the basic background information on the topic gleaned from your literature review (you can include information from the book and class, but the bulk should be outside sources) Discuss several critical studies that have already been done in this area(cite according to APA style). Point out why these background studies are insufficient. In other words, what question(s) do they leave unresolved that you would like to study? Choose (at least) one of these questions you might like to pursue yourself. (Make sure you do not choose too many questions)
  • List the specific question(s) that you are exploring.
  • Explain how these research questions are related to the larger issues raised in the introduction.
  • Describe what specific claim, hypothesis, and/or model of psycholinguistics you will evaluate with these questions.
  • Explain what it will show about the psychology of language if your hypothesis is confirmed.
  • Explain what it will suggest about the psychology of language if your hypothesis is disconfirmed.
Describe the general methodology you choose for your study, in order to test your hypothesis(es). Explain why this method is the best for your purposes. Participants: Who would you test and why? Describe the sample you would test and explain why you have chosen this sample. Include age, and language background and socio-economic information, if relevant to the design. Are there any participants you would exclude? Why, why not?
Describe what kinds of manipulations/variations you would make or test for in order to test your hypothesis(es). Describe the factors you would vary if you were presenting a person with stimulus sentences. Explain how varying these factors would allow you to confirm or disconfirm your hypotheses. Explain what significant differences you would need to find to confirm or disconfirm your hypothesis(es). In particular, how could your hypothesis(es) be disconfirmed by your data? Controls: What kinds of factors would you need to control for in your study? Describe what types of effects would be likely to occur which would make your results appear to confirm, or to disconfirm your hypothesis(es). Describe how you can by your design rule out or control for apparent effects.
How are you going to present the stimuli? What is the participant in the experiment going to do?
How will you analyze the results? What kind of results would confirm your hypothesis? What kind of results would disconfirm your hypothesis

outline plan for research

How to Write a Research Paper Outline: Detailed Guide

outline plan for research

In the vast landscape of academia, where ideas are the currency and knowledge the battleground, crafting a research paper isn't just a scholarly exercise—it's a narrative expedition. As you embark on this intellectual journey, consider this intriguing fact: did you know that Sir Isaac Newton's groundbreaking work, 'Philosophiæ Naturalis Principia Mathematica,' which revolutionized our understanding of physics, was outlined meticulously before the ink touched the parchment? Much like Newton's meticulous planning, the success of your piece hinges on the blueprint you create—the outline.

In this guide, our research paper help will explore not only the conventional methods but also the avant-garde tips and examples for crafting an outline for a research paper that transforms your ideas into a compelling narrative, paving the way for academic excellence.

What is Research Paper Outline?

A research paper outline is essentially a systematic framework that streamlines the structure of your academic document. It's more than just a preliminary step; it's a practical tool designed to enhance the coherence and organization of your ideas. This skeletal structure acts as a guide, ensuring your paper unfolds logically, and your arguments build upon each other. Besides providing clarity for the writer, a well-crafted outline of a research paper also serves as a roadmap for your readers, helping them navigate through the complexities of your study. In essence, when we explore what is a research paper , it's crucial to recognize the outline as the strategic plan—the blueprint—highlighting key elements like the introduction, thesis statement, supporting evidence, and conclusion.

what is research paper outline

It's important to integrate several critical elements essential for the paper's effectiveness and coherence. The role of these components is significant in shaping your research and demands thorough attention during the initial stages of your work. In the sections that follow, we'll delve into the crucial components of an outline for your research paper and share insights to elevate your outlining process for a more robust and effective piece.

Title/Cover Page

It is the opening section to introduce the major details. The length of the recommended title is 60 characters. On the whole, do not miss this information on the title page:

  • Your full name
  • Professor’s name
  • Peers who took part in the investigation (if any)
  • Submission date

A summary is an integral part of the research paper. In college, they call it an abstract. The length of such text should not exceed 250-300 words (1/3 of an A4 page), and a student should include the basic findings, their significance, and a brief conclusion.

Introduction

Experts recommend painstaking the entire research into the investigation’s background. Try to explain why the chosen problem is necessary to analyze and discuss. Mention the results you expected to obtain during the working process and state a hypothesis that should enclose the introduction (it would be the thesis). Also, don’t forget to mention the thesis statement or the topic of your research.

Methodology

List the tools, equipment, & techniques used to carry out a study. This section should make it possible to replicate the investigation step-by-step. The goal of the section is to allow other scientists interested in the same research question to continue the investigation.

Results & Discussion (R&D)

In most cases, master cheap research paper writers combine results and discussion in one huge section. They are interrelated. Start with sharing the findings of the study. Go on interpreting the meaning of the results for the society and provide a short synopsis of the main components: figures and statistical examinations. While adding any visual elements for understanding (graphs, images, etc.), place the numbers next to each of them to provide details in the last section — Appendix.

In the Conclusion part, it is necessary to include:

  • A summary of the results
  • Paraphrased thesis statement
  • Value of the research paper
  • Ways to implement the findings
  • Some forecasts

Explore article of our research proposal writing service on writing a conclusion for a research paper to master the art of effectively summarizing and concluding your work.

Based on the chosen paper format, develop a full list of references. Each time you cite something, write the source’s details on a separate piece of paper. It will speed up the process in the end.

Structure of a Research Paper Outline

Crafting an effective academic piece is not just about having great ideas; it's about presenting them in a clear and organized manner. The structure of your research paper outline plays a pivotal role in achieving this goal. In this section, we'll explore three popular formats, each offering a unique approach to organizing your thoughts and arguments.

Alphanumeric research paper outline

The alphanumeric outline follows a hierarchical structure, using a combination of numbers and letters to denote different levels of information. For example:

I. Introduction

  • A. Background
  • B. Thesis statement
  • A. Main point 1
  • Supporting detail
  • B. Main point 2
  • III. Conclusion

Full-sentence research paper outline

This format requires complete sentences for each section and subsection. It provides a detailed preview of the content within each part of the outline. Example:

  • A. Provide background information.
  • B. Clearly state the thesis.
  • A. Present the first main point with supporting details.
  • B. Explore the second main point.

Decimal research paper outline

The decimal outline employs a numerical system, using decimals to indicate the hierarchy of information. Each level is a subcategory of the preceding level. For instance:

1.0 Introduction

  • 1.1 Background
  • 1.2 Thesis statement
  • 2.1 Main point 1
  • 2.1.1 Supporting detail
  • 2.1.2 Supporting detail
  • 2.2 Main point 2

3.0 Conclusion

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Research Paper Outline Formats: MLA and APA

Mla research paper outline.

The Modern Language Association (MLA) research paper format provides a standardized approach to documenting and formatting academic writing. Creating an MLA research paper outline is an essential step in organizing your thoughts and ensuring a cohesive structure for your scholarly work. Here's an in-depth guide to crafting an MLA outline:

MLA Research Paper Outline by EssayPro

  • A. Background information
  • C. Purpose of the study
  • A. First Main Point
  • Supporting detail or evidence
  • a. Sub-detail
  • b. Sub-detail
  • B. Second Main Point
  • C. Third Main Point (if applicable)

III. Counterargument (if applicable)

  • A. Acknowledge opposing views
  • B. Refute or address counterarguments

IV. Conclusion

  • A. Summarize main points
  • B. Restate thesis
  • C. Implications for future research

V. Works Cited

  • A. List of sources cited in the paper
  • Book citations
  • Journal article citations
  • Other relevant sources

Formatting Tips:

  • Ensure your research paper outline is double-spaced.
  • Use a legible 12-point font, such as Times New Roman.
  • Apply consistent formatting throughout the document, including indents and headings.
  • Follow MLA guidelines for citing sources both in the outline and the final paper.

Key Considerations:

  • Tailor your research paper outline to the specific requirements of your work.
  • Be concise and clear in writing your outline sections.
  • Consider including any necessary background information to provide context when you write an outline for a research.
  • Ensure that each main point and supporting detail aligns with the central thesis.

Need more info? Check our full guide - HOW TO CITE A RESEARCH PAPER USING MLA FORMAT .

APA Research Paper Outline

The American Psychological Association (APA) style is widely used in the social sciences, and creating an APA format research paper outline is crucial for maintaining a standardized structure. Here's a comprehensive guide to crafting an APA outline template for research paper.

 Template for Building an Outline in APA, from EssayPro

I. Title Page

  • A. Title of the research paper
  • B. Author's name
  • C. Institutional affiliation
  • D. Running head and page number (top right corner)

II. Abstract

  • A. Brief summary of the research paper
  • B. Keywords (optional)

III. Introduction

IV. Literature Review

  • A. Overview of relevant literature
  • B. Identification of gaps in existing research
  • C. Theoretical framework (if applicable)

V. Methodology

  • A. Participants
  • B. Procedure
  • C. Materials
  • D. Data analysis

VI. Results

  • A. Presentation of research findings
  • B. Use of tables and figures (if applicable)

VII. Discussion

  • A. Interpretation of results
  • B. Implications of the findings
  • C. Limitations and suggestions for future research

VIII. Conclusion

  • C. Practical applications or recommendations

IX. References

  • Use a 12-point, Times New Roman font.
  • Set 1-inch margins on all sides.
  • Double-space the entire document.
  • Create a running head in the header section.
  • Use transitions between sections for smooth reader navigation.
  • Integrate sources seamlessly, labeling each for reader guidance.
  • Seek feedback to refine the clarity and effectiveness of your APA outline for research paper.
  • Strategically employ APA heading levels for hierarchical organization.

By adhering to these guidelines, you'll master how to cite a research paper and ensure a standardized and professional presentation of your work in the social sciences. This meticulous approach not only enhances the clarity of your writing but also showcases your commitment to academic standards.

Goals and Benefits of a Research Paper Outline

Starting your paper without a roadmap is akin to setting sail without a compass—directionless and prone to drift. Crafting a well-structured research paper outline serves as a strategic tool with distinct goals and manifold benefits, transforming the daunting task of research writing into a purposeful journey.

research paper outline

Clarity in Purpose:

  • A well-crafted outline for a research paper establishes the groundwork for your study by clearly defining its purpose. It forces you to distill the essence of your research, ensuring that every section contributes meaningfully to the overarching goals of your paper.

Streamlined Organization:

  • One of the primary goals of an outline is to streamline the organization of your ideas. By delineating the key components—introduction, main points, evidence, and conclusion—it provides a systematic structure that prevents your paper from becoming a chaotic jumble of thoughts.

Enhanced Focus and Efficiency:

  • When you write an outline for a research paper, it acts as a focal point, directing your attention to the core objectives of your study. It serves as a roadmap, guiding you through each section with precision and efficiency, eliminating the risk of veering off course into tangential or irrelevant details.

Seamless Transitions:

  • Achieving a seamless flow from one section to another is a distinctive benefit of a well-crafted outline. It allows for the strategic placement of transitions, ensuring that your ideas connect coherently and enabling readers to follow your argument with ease.

Time Management and Planning:

  • Crafting an outline isn’t just a preparatory step; it's a time-management strategy. It compels you to allocate time effectively to each section, preventing procrastination and facilitating a more structured and manageable writing process.

Revision and Refinement:

  • The iterative nature of outlining allows for continuous revision and refinement. It enables you to assess the coherence of your research paper topics , identify gaps in logic, and refine your arguments before delving into the full paper, saving time and effort in the long run.

Thesis Alignment:

  • Perhaps most crucially, an outline ensures that every main point and supporting detail aligns harmoniously with the central thesis. This alignment not only strengthens the overall argument but also reinforces the thesis as the guiding force behind your research.

Research Paper Outline Example

Also, check the free research paper outline template example: Developing an Attention-Grabbing Resume! The example is written according to APA writing style guidelines - the rules of the game may be different for other formats.

Things to Remember

  • An outline is like an action plan which guides you through the writing process.
  • You need to write an outline if your research paper is more than 1000 words in length.
  • Basically, the outline contains three main sections: the Introduction, the Body, and the Conclusion.
  • The outline format depends on the type of academic assignment (MLA, APA), adapting to the specific guidelines relevant to all the ideas you'll present.
  • Before developing a research paper outline, read the latest version of the manual according to the chosen format of the research paper.

To gain a deeper understanding of the initial stages of academic writing, delve into our article exploring how to start a research paper , providing you with essential steps and methodologies.

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For those moments when you're unsure how to outline a research paper, and it feels like an unsolved maze, let our paper writing service be your academic GPS!

Related Articles

How to Write a Personal Statement

Trying to devise a structure for your essay can be one of the most difficult parts of the writing process. Making a detailed outline before you begin writing is a good way to make sure your ideas come across in a clear and logical order. A good outline will also save you time in the revision process, reducing the possibility that your ideas will need to be rearranged once you've written them.

The First Steps

Before you can begin outlining, you need to have a sense of what you will argue in the essay. From your analysis and close readings of primary and/or secondary sources you should have notes, ideas, and possible quotes to cite as evidence. Let's say you are writing about the 1999 Republican Primary and you want to prove that each candidate's financial resources were the most important element in the race. At this point, your notes probably lack much coherent order. Most likely, your ideas are still in the order in which they occurred to you; your notes and possible quotes probably still adhere to the chronology of the sources you've examined. Your goal is to rearrange your ideas, notes, and quotes—the raw material of your essay—into an order that best supports your argument, not the arguments you've read in other people's works. To do this, you have to group your notes into categories and then arrange these categories in a logical order.

Generalizing

The first step is to look over each individual piece of information that you've written and assign it to a general category. Ask yourself, "If I were to file this in a database, what would I file it under?" If, using the example of the Republican Primary, you wrote down an observation about John McCain's views on health care, you might list it under the general category of  "Health care policy." As you go through your notes, try to reuse categories whenever possible. Your goal is to reduce your notes to no more than a page of category listings.

Now examine your category headings. Do any seem repetitive? Do any go together? "McCain's expenditure on ads" and "Bush's expenditure on ads," while not exactly repetitive, could easily combine into a more general category like "Candidates' expenditures on ads." Also, keep an eye out for categories that no longer seem to relate to your argument. Individual pieces of information that at first seemed important can begin to appear irrelevant when grouped into a general category.

Now it's time to generalize again. Examine all your categories and look for common themes. Go through each category and ask yourself, "If I were to place this piece of information in a file cabinet, what would I label that cabinet?" Again, try to reuse labels as often as possible: "Health Care," "Foreign Policy," and "Immigration" can all be contained under "Policy Initiatives." Make these larger categories as general as possible so that there are no more than three or four for a 7-10 page paper.

With your notes grouped into generalized categories, the process of ordering them should be easier. To begin, look at your most general categories. With your thesis in mind, try to find a way that the labels might be arranged in a sentence or two that supports your argument. Let's say your thesis is that financial resources played the most important role in the 1999 Republican Primary. Your four most general categories are "Policy Initiatives," "Financial Resources," "Voters' Concerns," and "Voters' Loyalty." You might come up with the following sentence: ÒAlthough McCain's policy initiatives were closest to the voters' concerns, Bush's financial resources won the voters' loyalty.Ó This sentence should reveal the order of your most general categories. You will begin with an examination of McCain's and Bush's views on important issues and compare them to the voters' top concerns. Then you'll look at both candidates' financial resources and show how Bush could win voters' loyalty through effective use of his resources, despite his less popular policy ideas.

With your most general categories in order, you now must order the smaller categories. To do so, arrange each smaller category into a sentence or two that will support the more general sentence you've just devised. Under the category of "Financial Resources," for instance, you might have the smaller categories of "Ad Expenditure," "Campaign Contributions" and "Fundraising." A sentence that supports your general argument might read: "Bush's early emphasis on fundraising led to greater campaign contributions, allowing him to have a greater ad expenditure than McCain."

The final step of the outlining process is to repeat this procedure on the smallest level, with the original notes that you took for your essay. To order what probably was an unwieldy and disorganized set of information at the beginning of this process, you need now only think of a sentence or two to support your general argument. Under the category "Fundraising," for example, you might have quotes about each candidate's estimation of its importance, statistics about the amount of time each candidate spent fundraising, and an idea about how the importance of fundraising never can be overestimated. Sentences to support your general argument might read: "No candidate has ever raised too much money [your idea]. While both McCain and Bush acknowledged the importance of fundraising [your quotes], the numbers clearly point to Bush as the superior fundraiser [your statistics]." The arrangement of your ideas, quotes, and statistics now should come naturally.

Putting It All Together

With these sentences, you have essentially constructed an outline for your essay. The most general ideas, which you organized in your first sentence, constitute the essay's sections. They follow the order in which you placed them in your sentence. The order of the smaller categories within each larger category (determined by your secondary sentences) indicates the order of the paragraphs within each section. Finally, your last set of sentences about your specific notes should show the order of the sentences within each paragraph. An outline for the essay about the 1999 Republican Primary (showing only the sections worked out here) would look something like this:

I. POLICY INITIATIVES

II.  VOTERS' CONCERNS

III.  FINANCIAL RESOURCES

            A.  Fundraising

                        a.  Original Idea

                        b.  McCain Quote/Bush Quote

                        c.  McCain Statistics/Bush Statistics

            B.  Campaign Contributions

            C.  Ad Expenditure

IV.  VOTERS' LOYALTY

Copyright 2000, David Kornhaber, for the Writing Center at Harvard University

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How to create a marketing plan [free template].

outline plan for research

What is a Marketing Plan?

What is a marketing plan template, use workamajig’s free marketing plan templates, how to write a marketing plan that works, build & execute your marketing plan with workamajig, browse more blogs.

As the famous Benjamin Franklin quote says, “If you fail to plan, you are planning to fail.” This rings especially true in highly competitive industries, and even more so with the rise of social media and the vast array of options for selling products and services.

It can be easy to get lost among all the options available, which means you need a framework for quickly and successfully launching and supporting your brand, product, or service in the market.

This is where a marketing plan comes in.

A marketing plan outlines a company’s overall marketing strategy, including the research and data that support it. Key information that comprise a marketing plan include:

  • Company information : highlighting its relevance to the strategy in place
  • Company, market, and competitor research: isolating and informing high-value marketing opportunities
  • Concrete marketing plans: outlining goals, activities, and resources for enabling success

Marketing plans are typically laid out over a year but can change depending on the team’s objectives—the more frequently you need to create one, the more valuable it becomes to do it efficiently. This is where a marketing plan template comes in handy.

A marketing plan template is a tool used to build a comprehensive marketing strategy. It mainly eliminates the manual work of identifying and structuring the key information we outlined above. This allows you to focus on the actual task of building your marketing strategy, from setting goals and conducting research to identifying activities and resources essential to your campaigns. Our template is designed to cover these essentials while also leaving room for you to tailor content and sections to your specific needs.

Why Are These Important?

Alignment and efficiency are the overarching themes when creating a marketing plan and building an easy marketing plan template. For starters, a marketing plan helps establish a clear set of goals and objectives, which allows teams to optimize their efforts toward the same outcome. It also qualifies as an effective risk management tool when done right by clearly outlining stakeholders and their responsibilities for minimal overlap, as well as budget allocations and projections to ensure that planned activities are equipped to succeed.

When you create a marketing template, you achieve even more efficiency. This allows for more seamless creation of new marketing plans to fit new requirements and continuous learning from using and evaluating an established format.

The difference between a marketing plan and an effective one is subtle yet critical to your success. A basic marketing plan template should be:

  •   Simple: by following a straightforward approach, using terms and a structure that’s easy to digest, both for the one creating it as well as those reading it,
  • Interesting: with expertly designed layouts or formats that synergize well with the outline/structure and
  • Versatile: allowing you to freely and easily add, remove, or rearrange sections and information to make sense of your strategy.

Below, we’ve created two free marketing plan templates that are designed around the above principles.

outline plan for research

The Google Slides template is designed for more flexible layouts and more images.

outline plan for research

The Google Docs template offers a more straightforward approach.

To begin using either template, click the matching link above and select File > Make a copy.

While you’re free to start populating the template however you like, there are ways to optimize this activity further. Below, we’ve reorganized the various sections in our template so you can populate them in an order that makes sense; these are grouped into five phases: Introduction, Research, two Strategy phases, and Polish. By following this section like a step-by-step guide, you would prioritize sections that inform other parts of the document so that you can complete each part almost in one go.

Introduction

First, fill in your Title Page before navigating to the Company Overview. This is like the ‘About Us’ section of a website and will help stakeholders learn about your business by filling in the following:

  • Your Company Name
  • Where your company is located (Headquarters)
  • Your market category and a summary of the products or services you provide (Category, Products & Services)
  • Your Mission Statement

It’s important to create a mission statement if you don’t have one yet—this gives both you and your audience a vivid impression of what your company is about and what it’s trying to achieve, which would be an important piece to understanding why your whole marketing plan can be expected to work. Your goal here is to write a mission statement that is clear and easy to understand.

An option to include information about your team or other specific individuals within the company is included. This would make sense if a specific group of individuals in your company is involved; the alternative implies that the plan may involve efforts from across the entire organization.

After wrapping up your introductory sections, it’s time to collect data to inform your marketing strategy. In this phase, we’ll be looking at your company, your customers, and your competitors and using that to identify your ideal client.

Start with the SWOT Analysis. This stands for Strengths, Weaknesses, Opportunities, and Threats. Here is a quick rundown and some guide questions for identifying each section:

  • Strengths refer to internal advantages that your company might have over your competition. For example, do you have a strong brand reputation? Do you have a tried-and-tested pipeline and track record for launching successful marketing campaigns? Do you have a sizable budget? How about highly skilled employees?
  • Weaknesses outline the opposite—these are factors that might put you at a disadvantage against competitors. These are often related to either a limited budget or a lack of skills or experience.
  • Opportunities serve to highlight external factors that you might be able to use to your advantage. Consider this: are there relevant changes to market trends or consumer behavior? Have new market segments emerged? Are there new business models you can utilize in your strategy?
  • Threats, on the other hand, are external factors that could negatively affect your business. Look into the following: Have new competitors emerged, or have existing competitors experienced substantial growth or change? Has the economy taken a turn for the worse? Are your customers’ preferences seemingly changing? Are there notable changes in technology or the environment to worry about?

Next, move to Customer Analysis. This is the process of evaluating and understanding different aspects of your consumer base, including their preferences and habits. This is fundamental to your overall strategy, as customer satisfaction almost always directly correlates to greater returns. A customer analysis is mainly broken down into demographics, which relate to their biological, educational, professional, and marital information, and psychographics, which relate to their behaviors, thought processes, and preferences. This also includes exploring various external factors that might influence their purchasing decisions, such as events and the offerings of competitors.

Once that’s finished, navigate to your Competitor Analysis section. This is the process of analyzing competitors who offer similar products or services or operate within the same industry or market as your company. This includes inspecting their overall strategy, including branding, operations, and promotion, identifying strengths and what resonates with their market or yours, and looking into areas where they might be lacking. This helps inform opportunities for your plan to stand out and succeed.

Finally, you can jump back to the Buyer Persona. A buyer persona is a detailed description of your target audience or customer built on the market research you conducted above; this includes existing data on your customers—this would include demographic information, motivations, and behavior, among other details. This helps businesses build a deeper understanding of their audience and is used to anchor marketing, sales, communication, and product development strategies to satisfy a given persona’s needs and preferences. Creating an effective buyer persona now will help build strategy for meaningful engagement.

Strategy-Building (Part 1)

Completing the previous sections should result in a clear picture of your position in the market. You can now use that to build the marketing plan's meat thoroughly. For starters, you will want to find the Goals section—our guide on SMART goals has everything we believe you will need to fill in this part of the plan.

Next, we will be tackling the Marketing Mix in two parts.

Product. In this section, discuss the products and/or services you intend to release or market as part of this strategy. This means outlining various features, design elements, or variants that will be available to customers.

Pricing. This is where you’ll be outlining amounts—how much will each of the products you included previously cost? When determining these, it’s critical that you consider your buyer persona, as well as competitor pricing and any promotions or discounts that might be part of your strategy. This will further increase your products’ perceived value among customers, especially your target market. Tables are a great formatting tool here; you can also link to an external spreadsheet, where you have more room to create a detailed pricing scheme.

Place. This section discusses how you would make products or services available to customers. It includes the method by which sales are generated (e.g., retail, online, direct), as well as strategies for storing, housing, and distributing inventory. Your main consideration here is making sure that your products and services are as convenient and efficient to access as possible in order to sufficiently meet customer demand.

The second part of the marketing mix covers both the Promotion and Marketing Channels sections. This is done so you can cross-reference between the two sections, ensuring that they are updated to synergize with one another.

The Promotion section primarily focuses on how you will help customers understand the value of your products and services, including tools and techniques for providing support across the customer journey (before, during, and after a sale.) A critical consideration here is ensuring the methods align with your goals while respecting your brand identity.

Marketing Channels then focus on the what or where of your promotion plan, which is typically broken down into traditional, digital, retail, and event marketing channels. Building this section relies heaviest on your buyer persona and the specific products and services you’re looking to promote—understanding where you can best reach your existing market or attract new eyes is important here.

Working on these sections first allows you to transition seamlessly to your Unique Value Proposition. Use this section to talk about how or why your products/services are a better choice than the competition. Your customer and competitor analysis would feed a lot of information here.

Strategy-Building (Part 2)

The second phase of your strategy will move between the template's Performance Management and Budget sections.

Under Performance Management , it’s time to identify your Key Metrics. Also known as key performance indicators (KPI) are quantifiable measures that determine your campaign or strategy’s progress or success. To assist with this, look back at your Goals section to see what factors can be represented by numbers and data—for some of these, you may need to derive them from computations of other factors. Common key metrics include total conversions, conversion rate, click-through rate, and social media engagements.

At this point, you can freely work on two sections simultaneously: Monitoring & Evaluation Methods and  Projected Expenses.

Monitoring & Evaluation Methods answers the question of how you will collect the metrics listed. Include relevant tools and data collection methods to be used here.

Projected Expenses refer to an itemized list of unique costs required to execute the strategy. This includes hardware and software needs, resources needed to run online or in-person events and promotions, travel and other logistics, and even compensation for in-house or outsourced manpower. A table is a great way to format information here.

Once all of that is ready, you can begin working on Projected Returns . In this section, you want to outline how this strategy is expected to generate value beyond just the immediate sale of whatever products or services are being offered and how much each of these sources is expected to contribute. From here, you can define your expected return on investment (ROI) by subtracting the total earnings from the costs in your Projected Expenses section.

You will notice that only one section remains—jump back to the early part of the template to work on your Executive Summary. This section combines all of the sections into a big-picture pitch. Your highest priorities here are summarizing your Goals, Marketing Mix, Unique Value Proposition, and Projected Returns sections.

Now that you’ve filled in all template sections double-check everything for errors or omissions.

A marketing plan serves as the blueprint for your success over time. A marketing plan template ensures that you can quickly and expertly craft a strategy while allowing for continuous improvement.

With Workamajig, the premier agency management software , you have an all-in-one solution for planning, organizing, and delegating these efforts and easily transitioning between the phases of every project. Easily adjust your schedule or modify task requirements and assignees to ensure efficiency, and use native reporting tools to measure your progress and identify and address roadblocks along the way.

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COMMENTS

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  24. How to Create a Marketing Plan [Free Template]

    Use our step-by-step marketing plan template to create yours today! A marketing plan will outline your company's marketing strategy with all data and research. Use our step-by-step marketing plan template to create yours today! ... Company, market, and competitor research: isolating and informing high-value marketing opportunities;