research project schedule example

Gantt Chart for a Research Project Proposal: Step-by-step guide

In project management, there are few tools as effective and illuminating as the Gantt chart . This simple yet powerful visual tool is invaluable for anyone overseeing a complex task, including research project proposals. It is particularly beneficial in the early stages of a project, where meticulous planning is required to ensure that all elements of the project are understood, accounted for, and scheduled appropriately. Therefore, whether you're an academic researcher, a project manager in a corporate setting, or even a student planning your thesis, understanding how to create and use a Gantt chart can be a significant asset.

What is a Gantt Chart and what is it used for?

A Gantt chart, named after its creator, Henry Gantt, an American mechanical engineer and management consultant, is a type of bar chart that visually represents a project schedule. It was first developed in the early 20th century and has since become a staple in project management across various fields and industries. Today, it's used by project managers in sectors like construction, software development, research and development, and more.

At its core, a Gantt chart consists of two main components: tasks and time. The tasks related to the project are listed on the vertical axis, while the horizontal axis represents time. Each task is represented by a horizontal bar, the length of which corresponds to the duration of the task.

Make your own Gantt chart in Gleek .

Gantt charts are incredibly useful for planning and scheduling projects, tracking progress, and managing dependencies between tasks. They provide a clear visualization of the project timeline and help to identify potential bottlenecks and overlaps. This makes them an ideal tool for coordinating teams, allocating resources, and keeping stakeholders informed.

The versatility of Gantt charts solves numerous problems faced by project managers. They simplify complex projects by breaking them down into manageable tasks and visualizing their sequence and duration. This can help in avoiding over-scheduling, underestimating deadlines, and mismanaging resources.

Whether you're a seasoned project manager or a student working on a research proposal, mastering the use of Gantt charts can significantly streamline your project planning process and enhance your team's productivity.

Components needed for Research project proposal diagram

Creating an effective research project proposal diagram requires several key components. These elements provide a comprehensive overview of the project, including its timeline, tasks, and significant milestones.

Project Stages: Each stage of your research project should be clearly defined. This can include the literature review, methodology development, data collection and analysis, results compilation, proposal drafting, peer review, and final edits.

Timeline: The timeline provides a visual representation of the project's duration. It should outline the start and end dates of the project, as well as the estimated completion time for each stage.

Tasks: Each task within the project stages should be clearly outlined. This includes what needs to be done, who is responsible for it, and when it should be completed.

Milestones: Milestones mark significant achievements or phases in your project. These can help track progress and ensure that the project is moving forward as planned.

Dependencies: Dependencies show the relationship between different tasks. It's crucial to highlight how the delay in one task can impact others.

Status: The status of each task and stage helps monitor the project's progress. It can indicate whether a stage is completed, in progress, or yet to start.

Notes/Comments: Any additional information, observations, or feedback about the project can be included here. This could be insights gained during the research, changes made to the project plan, or issues that have arisen.

By incorporating these components into your diagram, you can create a well-structured, transparent, and efficient project proposal.

Creating a Research project proposal Gantt chart using the Gleek App

Step 1: launching gleek and selecting 'new diagram'.

First, launch Gleek.io in your web browser. Once you're in, select 'New Diagram' from the options available. In the diagram type, choose 'Gantt'.

Step 2: Defining Research Goals

The research project initiates with an active phase dedicated to defining research goals, which commenced on December 15, 2023, lasting for a week. This phase involves brainstorming, outlining objectives, and establishing the research's overarching scope.

Step 3: Literature Review Phase

Transitioning to the next stage, we have the completed 'Literature Review' phase spanning two weeks. This phase entails an in-depth analysis, sourcing relevant publications, synthesizing existing knowledge, and aligning it with the predefined research goals.

Step 4: Methodology Design Phase

Progressing to the 'Methodology Design' phase, currently active for three weeks, this stage intricately structures the research approach. It involves designing methodologies, frameworks, and strategies based on insights gleaned from the literature review, ensuring a robust research plan.

Step 5: Data Collection Phase

Following the planning stages is the critical 'Data Collection' phase, slated for four weeks. This phase involves meticulously gathering and assembling primary data, employing various methodologies such as surveys, experiments, or interviews, aligning with the established research framework.

Step 6: Data Analysis Phase

Post-data collection, the active 'Data Analysis' phase spans three weeks. This phase engages in thorough data examination, statistical analysis, and deriving insights from the accumulated information. It involves identifying patterns, correlations, or trends relevant to the research objectives.

Step 7: Results Compilation Phase

Subsequently, the 'Results Compilation' phase consolidates and organizes the analyzed data over two weeks, presenting it in a coherent format. This phase involves preparing comprehensive reports, graphs, or summaries, showcasing the findings derived from the data analysis stage.

Step 8: Drafting Proposal Phase

Advancing further, the active 'Drafting Proposal' phase, extending over three weeks, involves crafting the research proposal. It includes outlining the research problem, detailing methodologies, and structuring a cohesive proposal aligned with the project's objectives.

Step 9: Peer Review Phase

Upon completion of the draft, the two-week 'Peer Review' phase gathers insights and constructive feedback from peers or subject experts. It involves peer evaluations, discussions, and recommendations aimed at refining and enhancing the proposal's quality.

Step 10: Final Edits

Finally, the one-week active 'Final Edits' phase focuses on meticulous revisions, addressing feedback, and ensuring the proposal's completeness, accuracy, and compliance with set standards. This stage includes proofreading, formatting, and polishing the final document.

Step 11: Proposal Submission Milestone

The 'Proposal Submission' milestone, set for May 15, 2024, marks the conclusive stage, signifying the submission of the crafted and refined research proposal for evaluation and potential implementation.

Hurray, You Did It!

And there you have it! Your Research Project Proposal Gantt Chart is now complete.

This comprehensive diagram, with its clearly defined stages, tasks, timeline, dependencies, resources, and status, provides a holistic view of your research project. It not only serves as a visual representation of the entire project but also acts as a roadmap guiding you from the initial brainstorming phase to the final proposal submission. Utilizing such a diagram can greatly enhance your project planning and execution, ensuring all aspects are considered, dependencies are taken into account, and milestones are tracked. It fosters better coordination, communication, and understanding among team members, leading to more efficient and effective project management.

About Gleek.io

Gleek.io is a powerful tool that can further enrich your project planning needs. It's an intuitive app designed to help you visualize complex ideas, processes, and systems through various types of diagrams. Whether you need to create a flowchart, UML diagram, or even a Gantt chart like the one we've just built, Gleek.io makes the process straightforward and hassle-free.

With its keyboard-centric approach, Gleek.io allows you to create diagrams faster than traditional drag-and-drop tools. You can quickly jot down your ideas and see them evolve into structured diagrams in real-time, making it an ideal tool for brainstorming sessions, project planning, and presentations.

In conclusion, Gleek.io is more than just a diagramming tool. It's a platform that enables you to visualize your thoughts, communicate complex ideas simply, and manage your projects more effectively. Give it a try for your next project and experience the difference it can make!

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10 Free Research Plan Templates for Teams and Professionals

February 13, 2024

Starting a new research project from scratch can feel overwhelming. Without the right tools and templates, you’re left with a blank page and no direction. With them, starting a new project or organizing an existing one feels like a breeze.

That’s why you need to build a library of the best research plan templates. And we’re here to help you do it.

Stick with us as we run through the benefits of using a research plan template and share some of our favorites—all designed to help make your research projects run like magic.

What is a Research Plan Template?

What makes a good research plan template, 1. clickup user research plan template, 2. clickup market research template, 3. clickup research whiteboard template, 4. clickup equity research report template, 5. clickup seo research & management template, 6. clickup research report template, 7. clickup data analysis findings template, 8. clickup personal swot analysis template, 9. clickup case study template, 10. clickup investigation report template, how to write a research plan.

A research plan template is a document that’s designed to help you build the best research management plan possible. Instead of starting from scratch with a blank screen, a research plan document gives you the building blocks to fill in—so you won’t miss anything important.

There are a lot of solid research plan documents out there—covering everything from UX research (user experience) to case study templates . These templates can be helpful for any team, whether you’re working on product development prototypes or research objectives for a marketing project. They’re especially helpful for product design , UX research, and project management teams.

Some of the most popular research plan templates include:

• UX research plan templates
• Usability testing research templates
• Data analysis findings templates
• Project proposal templates
• Case study templates
• Research process templates
• Market research templates
• Competitive analysis templates
• Request for proposal templates

Each is there to guide you towards collecting, reviewing, and reporting on your research in a more strategic and organized way. Think of the research plan as your helpful research buddy—there to make things easier, provide guidance, and help you ace your project execution .

We’re all looking for something different when it comes to project templates. You might favor simplicity and order, while another team might prefer a more creative approach with lots of color and prompts.

Even though your needs are unique, there are some elements that almost always make a research plan template stand out above all the rest.

The best research plan templates:

• Keep you and your product team organized
• Help you standardize the research process and research method you use 
• Keep you focused on the key project goals and deliverables
• Give you suggestions for metrics to record and analyze
• Help you keep your research questions in one place
• Help you stay on target with your project timeline
• Give you a defined place to store your thoughts and research findings

There’s no one perfect template for any individual or team. Consider what your purpose or goal is, what your project management workstreams look like, and which areas you need the most support or guidance in. This will help you choose which templates to feature and how you can use wiki software to build a collection of your go-to templates.

10 Research Plan Templates to Use in 2024

There are hundreds of research plan templates out there, but they’re not all alike. Some of them bring out the best of your project management skills , while others hinder them.

We’ve brought together the best of the best, to share with you the ultimate list of research plan templates to add to your workflow this year. Want to know what’s even better? You don’t need to get buy-in for an expensive pricing plan—these templates are all free!

One of the first things that comes to mind when you say “research plan template” is user research. For development and project teams, this is one step of the process where strategy and staying organized is essential.

The User Research Plan Template by ClickUp makes it easy for you to achieve that and more. There’s space to share your project overview and research goals, research objectives, hypotheses, and more—plus a bonus Interview Research Debrief doc.

This template acts as a central resource for all the stakeholders. Use it to bring your team together, reaffirm your goals and objectives, and stay on track as you execute your qualitative research project.

Bonus: UX design tools !

Planning your market research is a must-have if you want to get the best possible data. Give your team everything they need in one place and it helps your process run smoothly.

To help keep your team informed and ready to go, we developed the Market Research Template by ClickUp . It’s a Task template that brings you key information, all in one place.

Our Market Research Template features five custom fields—a research presentation link, market research type, report document link, data collection technique, and research stage. Add your clickable links, and use the dropdowns to assign the correct stage or type as you progress.

You can collect user research in so many ways. Questionnaires, user interviews, focus groups, user research sessions, or social media. Another super engaging way to do this is with a whiteboard.

Collaboration and user research feels interactive and fun with the Research Whiteboard Template by ClickUp . Encourage your team to share the insights they’ve collected in this highly visual template, with digital sticky notes instead of empty white boxes.

Use this ClickUp whiteboard template as a more engaging way to view your user research. You can also use this as a tool for internal research projects—invite your stakeholders by link and ask them to comment directly.

If you’re in the business of advising investors on what to do with their money, an equity report is a must-have. Instead of manually writing a new report every time, a research plan template can help you shortcut the process and get straight to the details.

Enter the Equity Research Report Template by ClickUp . It’s designed to help you share what you know in a more strategic way. Share an insight into the company overview, management team, performance, market valuation, and recommendations.

This research plan template has everything you need to present your findings to investors in an organized and effective way. Look like a pro to your investor clients and partners, and store all your data in a meaningful way to reflect on later.

Staying on top of your company’s SEO performance is no easy task. There are so many moving parts, tools, projects, goals, and team members that you need a way to stay organized and productive.

Luckily for you, the SEO Research & Management Template by ClickUp is here to help simplify the process—and make you look good to your boss. This Folder template gives you a dedicated place to work on your SEO goals, with SEO-related custom fields and plenty of custom task types to help your team communicate progress and see roadblocks in your research plan.

Use this template to see at a glance where your SEO projects are, so you can be more proactive about how your team is working. You can also dive in to details and understand time estimates, publish dates, and where your rankings are at.

Check out these AI SEO Tools !

There’s no need to start from scratch every time you’re asked to put a research report together—instead use a template to make all your research questions and study reports as impressive as the last one.

Shortcut your way to success with the Research Report Template by ClickUp . There are sections for your executive summary, introduction, research method and techniques, results & discussion, references, and appendices. Add a report author and contributors, so you can recognize everyone that contributed to the report.

Share your research methods, approach, and findings with stakeholders and clients with this impressive template. It’s a useful foundation to help your team get organized and find a better way to update stakeholders on progress.

The Data Analysis Findings Template by ClickUp helps you present your data to everyone in a more meaningful way. Instead of presenting numbers and graphs, this template can help you go deeper into the problem statement, scope, analysis and research method, findings, and conclusion.

Use this template to help you organize your thoughts and communicate the results of your study in a transparent and easy-to-read way. Explain the context and background information alongside your approach, so your stakeholders can fully understand what the data shows.

A personal SWOT analysis can help you understand your (or your team’s) strengths, weaknesses, opportunities, and threats. This information can not only help you work better, but it means you can be more intentional about your impact on the wider company.

The Personal SWOT Analysis Template by ClickUp can help you remember to work on your SWOT analysis. Find your strengths, weaknesses or pain points, opportunities, and threats. This Task template features several custom fields designed to help you monitor your progress—including your objective, timeline, and completion rate.

This template can be a helpful reminder to focus on your personal SWOT analysis, so you can be more intentional and aware of how you contribute to your team and company’s goals and objectives. Use your personal SWOT to help you set professional goals for work and make a bigger impact.

Case studies give you a powerful insight into what your brands, clients, or competitors are doing. They’re an in-depth look into a specific area of the business, based on your personal research and findings.

Simplify the process of building your case studies with the Case Study Template by ClickUp . This template gives you a strong foundation for presenting clear, insightful case studies with your team, stakeholders, or clients. Introduce the company, your case study objective, solutions and statistics, and your insights.

Use this template to help you create case studies at scale. Present your data in a clear and concise way, with all the context your team or stakeholders need to extract the most value from the case study as possible.

Often our research helps us understand the market, our competitors, or what our own company is doing. Sometimes, it’s to help us understand incidents and challenges instead.

That’s where the Investigation Report Template by ClickUp comes in. This template is designed to help you report on accidents, complaints, incidents, and violations. Explain the case details including a summary and evidence, then move into cross-examination with space for interview questions and answers, and your conclusion.

This template is a must-have for teams and companies that want to demonstrate how they overcome challenges or handle incidents. It’s great for transparency and trust-building, and serves as a useful way to document a trail of evidence for when you need it.

Now that you have a template for your research plan, let’s dive into the details of how to write one. Follow these steps to create an effective research plan that will guide your research and help you achieve your goals.

Step 1: Identify Your Research Question

The first step in writing a research plan is to clearly define your research question or topic. This will serve as the foundation for all of your research and help guide your methods and analysis. Make sure your question is specific, relevant, and achievable within the scope of your project.

Step 2: Outline Your Objectives

Next, you should outline the specific objectives or goals of your research. These objectives should be aligned with your research question and provide a clear roadmap for your project. Be sure to make them measurable and achievable.

Step 3: Choose Your Research Methods

Based on your research question and objectives, you can now determine the appropriate methods for gathering data and conducting analysis. This may include surveys, experiments, interviews, or literature reviews. It’s important to choose methods that are suitable for your research topic and will provide reliable and accurate results.

Step 4: Create a Timeline

A research plan should include a detailed timeline for each stage of the project. This will help you stay on track and ensure that you have enough time to complete each task. Be realistic with your timeline and build in some buffer time for unexpected delays or challenges.

Step 5: Consider Ethical Implications

When conducting research, it’s important to consider any potential ethical implications. This may include obtaining consent from participants, ensuring privacy and confidentiality, or following ethical guidelines set by your institution or governing body.

Step 6: Anticipate Potential Outcomes

As with any research project, there are always potential outcomes that can arise. These could be both positive and negative, and it’s important to anticipate and plan for them. This will help you be prepared for any potential challenges or changes that may occur during your research.

Step 7: Revise and Refine Your Plan

Once you have completed the previous steps, it’s essential to review and revise your research plan as needed. It’s common for plans to change as the project progresses, so be open to making adjustments and tweaking your methods or timeline as needed.

Stay Organized with the Best Research Plan Templates

Nobody likes a disorganized project—especially a research project. Let your team breathe a sigh of relief and make your stakeholders smile when they realize you’ve got it all under control.

Use these free research plan templates to help you get organized, streamline your workflows, and keep everyone informed. Build a collection of templates that work for your projects, and make them a central part of the way you work as a team. Standardize, simplify, and get productive.

All of these research plan templates are available right now, for free, inside our template library . Get access to these user-friendly templates, 100MB of storage, 1,000+ integrations, and more with ClickUp—free now, and forever!

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Illustration by James Round

How to plan a research project

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

by Brooke Harrington   + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):

Publication date:

Title of book, chapter, or article:

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

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

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

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

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

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

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Research Time Management

• Research time management
• Identify project expectations
• Write a project summary
• Create a project timeline
• Stay motivated
• Get help and support
• Workshop recording

Write a Project Timeline

 creating a project timeline .

• Project Timeline Template

Other subtasks

Tests, lab reports, and presentations , for a speech or presentation, consider the following subtasks.

• identifying a topic
• writing talking points
• creating visual aids, including finding images 
• transitions
• practice timing the speech

For a lab report, consider the following subtasks

• understanding the experiment
• completing the experiment
• interpret and synthesize results
• research for introductory, support information
• write lab report
• revisions and edits

Studying for a test, consider the following subtasks

• Organize materials and notes
• First review of notes and materials, big picture
• Second review a few days later, to review more challenging concepts
• Third review, a few days later, synthesize
• Fourth review/self test a few days before the test
• Schedule a time to meet with instructor to review concepts you don't understand
• day of pep talk, relax, quick review an hour before the exam.

Strategies for multi-semester projects

Research time management for multi-semester projects.

Strategies for a longer research project are similar to short projects: identify the scope, break the project down into smaller stages, target deadlines. 

• << Previous: Write a project summary
• Next: Stay motivated >>
• Last Updated: Oct 23, 2023 12:13 PM
• URL: https://libguides.wmich.edu/timemanagement

Research Project Plan Template

What is a Research Project Plan?

A research project plan outlines the processes and activities that need to be completed to achieve the desired results of a research project. The plan should provide a timeline for the research activities and identify any potential risks. It should also specify the resources and personnel needed, as well as the budget and timeline for the project. The plan should be both comprehensive and flexible, so that it can be modified as needed throughout the project.

What's included in this Research Project Plan template?

• 3 focus areas
• 6 objectives

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Research Project Plan template for?

The research project plan template is designed for research teams in academic, corporate, or non-profit sectors who need to plan and execute their research projects. The template provides a structure for outlining the processes and activities that must be completed in order to achieve the desired results of the research project. The template is designed to be comprehensive and flexible, allowing for modifications as needed throughout the project.

1. Define clear examples of your focus areas

A focus area is a specific area or topic that a research team is investigating. The focus area should be clearly defined and specific, so that the research team can develop objectives, projects, and KPIs that are relevant to the research project. Examples of focus areas could include developing new technologies, understanding customer behavior, or studying the effects of a particular policy.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that a research team hopes to achieve by completing the research project. Objectives should be specific and measurable, and should be attainable within the timeline and budget of the research project. Examples of objectives could include developing a new technology, understanding customer behaviors, or studying the effects of a particular policy.

3. Set measurable targets (KPIs) to tackle the objective

Key Performance Indicators (KPIs) are measurable targets that are used to evaluate the progress of a research project. KPIs should be specific and measurable, and should be established in order to track progress towards the objectives of the research project. Examples of KPIs could include product development timelines, customer satisfaction surveys, or policy implementation reviews.

4. Implement related projects to achieve the KPIs

Projects are the activities that need to be completed in order to achieve the objectives of the research project. Projects should be specific and achievable, and should be completed within the timeline and budget of the research project. Examples of projects could include running customer surveys, conducting interviews, or collecting data.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform is a comprehensive software that helps research teams plan, manage, and track their research projects. The platform provides tools for project management, tracking KPIs, and monitoring progress. It also helps teams visualize their data and collaborate on initiatives. With Cascade, teams can save time and resources, and get faster results from their strategies.

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What is UX Research: The Ultimate Guide for UX Researchers

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Essential elements of an effective UX research plan (examples + templates)

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

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

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

What is a UX research plan?

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

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

A UX research plan is different to a research strategy and research design in both its purpose and contents. Let’s take a look.

Research plan vs. research design vs. research strategy: What’s the difference?

While your UX research plan should be based on strategy, it’s not the same thing. Your UX strategy is a high-level document that contains goals, budget, vision, and expectations. Meanwhile, a plan is a detailed document explaining how the team will achieve those strategic goals. Research design is the form your research itself takes.

In short, a strategy is a guide, a plan is what drives action, and design is the action itself.

What are the benefits of using a UX research plan?

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

Streamline processes and add structure

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

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

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

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

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

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

What should a UX research plan include?

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

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

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

Collect all UX research findings in one place

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

How to create a UX research plan

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

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

1. Define the problem statement

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

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

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

2. Identify your objectives

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

Examples of research objectives might be:

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

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

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

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

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

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

3. Get stakeholders buy-in

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

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

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

Paige Bennett , Senior User Research Manager at Affirm

4. Choose the right research method

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

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

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

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

Examples of UX research methods to consider include:

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

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

5. Determine how to recruit participants

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

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

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

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

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

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

5.1. Determine how you’ll pay them

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

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

6. Prepare the brief

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

Your script should cover:

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

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

7. Establish the timeline

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

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

8. Decide how you’ll present your findings

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

Examples of ways you can present your results include:

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

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

Your UX research plan template: Free template + example

Whether you’re creating the plan yourself or delegating to your team, a clear UX research plan template cuts your prep time in half.

Find our customizable free UX research plan template here , and keep reading for a filled-in example.

Example: Improving user adoption of a project management tool called Flows

Now, let’s go through how to fill out this template and create a UX research plan with an example.

Executive summary:

Flows aims to increase user adoption and tool engagement by 30% within the next 12 months. Our B2B project management software has been on the market for 3 years and has 25,000 active users across various industries.

By researching the current product experience with existing users, we’ll learn what works and what doesn’t in order to make adjustments to the product and experience.

Research objectives:

Purpose of the plan and studies:.

The purpose is to gather actionable insights into user needs, behaviors, and challenges to inform updates that will drive increased adoption and engagement of 30% for the B2B project management tool within 12 months.

Target audience, sample size, scope, and demographics:

Expectations, deliverables, timings, and type of results:, research methodologies:.

*Some teams will take part in more than one research session.

Research analysis methods:

We are doing a mixed methods study.

User interviews are our primary method for gathering qualitative data, and will be analyzed using thematic analysis .

• Quantitative data will be pulled from usability tests to evaluate the effectiveness of our current design.
• Research set up and guidelines:
• Create baselines surveys to gauge current usage and pain points
• Develop interview/discussion guides and usability testing scenarios
• Pilot test materials with two teams
• User interviews: 60 mins, semi-structured; usability tests: 90 mins
• Findings will be presented in a research report for all stakeholders

Research scripts, questions, and samples:

User interview questions:

• What’s your experience with Flows?
• How does Flows fit into your workflow?
• What is your understanding of Flows’ features?
• What do you wish Flows could do that it currently doesn’t?

Usability test sample with Maze:

Cost estimations or budget requests/pricing:

Total estimated budget: $8,000

More free customizable templates for UX research

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

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

Everything you need to know about UX research plans

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

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

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

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

Elevate your UX research workflow

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

Frequently asked questions

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

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

What should you include in a user research plan?

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

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

How do you write a research plan for UX design?

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

How do you plan a UX research roadmap?

To plan a UX research roadmap, start by identifying key business goals and user needs. Align research activities with product milestones to ensure timely insights. Prioritize research methods—like surveys, interviews, and usability tests—based on the project phase and objectives. Set clear timelines and allocate resources accordingly. Regularly update stakeholders on progress and integrate feedback to refine the roadmap continuously.

Generative Research: Definition, Methods, and Examples

Project Management for Research

The tools you need to make your research project a success.

This toolkit includes a variety of tools for managing your research projects including recommendations for general project management software and tools to help you and your team manage activities from grant writing to implementation and project closeout.

Explore the toolkit below:

Grant Writing + Project Development

A Gantt Chart is a popular project management tool; it is a type of bar chart that illustrates a project’s schedule. The chart allows for organizing and viewing project activities and tasks against pre-established timeframes.

Gantt Chart Template Gantt Chart Instructions Gantt Chart Example

Graphic display of the flow or sequence of events that a product or service follows; it shows all activities, decision points, rework loops and handoffs.

Process maps allow the team to visualize the process and come to agreement on the steps of a process as well as examine which activities are duplicated. Process maps are used to:

• Capture current and new process information
• Identify the flow of a process
• Identify responsibility of different business functions
• Clearly show hand-off between functions
• Identify value added and non-value added activities
• Train team members in new process

Process Map Template Process Mapping Guide Process Map Example 1 Process Map Example 2

The Data Management Plan (DMP) defines the responsibilities related to the entry, ownership, sharing, validation, editing and storage of primary research data.

A data management plan must not only reflect the requirements of the protocol/project but also comply with applicable institutional, state and federal guidelines and regulations. The DMP Tool details your agencies expectations, has suggested language for REDCap and exports a properly formatted plan.

DMP Tool NIH Data Management & Sharing (DMS) Policy

The Project Charter's purpose is to define at a high level what the Project Team will deliver, what resources are needed and why it is justified.

The Project Charter also represents a commitment to dedicate the necessary time and resources to the project. It can be especially useful when organizing a multi-disciplinary, internally funded team. The document should be brief (up to three pages maximum).   

Project Charter Template Project Charter Instructions Project Charter Example

Milestones are an effective way to track major progress in your research project.

A Gantt Chart is an effective tool for setting and tracking milestones and deliverables. It is a type of bar chart that illustrates a project’s schedule.  

The proposal budget should be derived directly from the project description.

The proposal budget should follow the format specified by the sponsor. The Office of Sponsored Programs Budget Preparation webpages provide descriptions of the standard budget categories, lists of typical components of those categories, Ohio State rates where appropriate and other details to help ensure your budget is complete. Budget Preparation Resources from Office of Research The 398 grant form from the NIH is a template that includes standard categories required for an NIH grant (and many others) that you can use to develop a preliminary budget.

PHS 398 Forms PHS 398 Budget form for Initial Project Period Template PHS 398 Budget Form for Entire Proposal Project Template

The Risk Assessment and Mitigation Plan first assists the research team in anticipating risk that may occur during the research project before it happens.

The plan then specifies when to act to mitigate risk by defining thresholds and establishing action plans to follow. As a fundamental ethical requirement research risks are to be minimized to the greatest extent possible for all research endeavors. This includes not only prompt identification measures but also response, reporting and resolution. Risk Assessment and Mitigation Plan Template Risk Assessment and Mitigation Plan Example

The Work Breakdown Structure (WBS) organizes the research project work into manageable components.

It is represented in a hierarchical decomposition of the work to be executed by the research project team. It visually defines the scope into manageable chunks that the team can understand.  WBS Instructions and Template WBS Structure Example

Implementation

A Gantt Chart is a popular project management tool; it is a type of bar chart that illustrates a project’s schedule.

The chart allows for organizing and viewing project activities and tasks against pre-established timeframes. A Gantt Chart can also be used for tracking milestones and major progresses within your research project.

The purpose is to define at a high level what the Project Team will deliver, what resources are needed and why it is justified.   

It is represented in a hierarchical decomposition of the work to be executed by the research project team. It visually defines the scope into manageable chunks that the team can understand.  WBS Instructions + Template WBS Structure Example

A communications plan facilitates effective and efficient dissemination of information to the research team members and major stakeholders in the research project.

It describes how the communications will occur; the content, security, and privacy of those communications; along with the method of dissemination and frequency.

Communications Plan Template Communications Plan Example

The Data Management Plan (DMP) defines the responsibilities related to the entry, ownership, sharing, validation, editing, and storage of primary research data.

A data management plan must not only reflect the requirements of the protocol/project but also comply with applicable institutional, state, and federal guidelines and regulations. The DMP Tool details your agencies expectations, has suggested language for REDCap, and exports a properly formatted plan.

DMP Tool DMP Tool Instructions Ohio State Research Guide: Data

The chart allows for organizing and viewing project activities and tasks against pre-established timeframes. Gantt Chart Template Gantt Chart Instructions Gantt Chart Example

This tool helps you capture details of issues that arise so that the project team can quickly see the status and who is responsible for resolving it.

Further, the Issue Management Tool guides you through a management process that gives you a robust way to evaluate issues, assess their impact, and decide on a plan for resolution.

Issue Management Tool Template Issue Management Tool Instructions Issue Management Example

A Pareto Chart is a graphical tool that helps break down a problem into its parts so that managers can identify the most frequent, and thus most important, problems.

It depicts in descending order (from left to right) the frequency of events being studied. It is based on the Pareto Principle or “80/20 Rule”, which says that roughly 80% of problems are caused by 20% of contributors. With the Pareto Principle Project Managers solve problems by identifying and focusing on the “vital few” problems. Managers should avoid focusing on “people” problems. Problems are usually the result of processes, not people.

Pareto Chart Template Pareto Chart Instructions Pareto Chart Example

Closeout, Transfer + Application

Completing a project means more than finishing the research. 

There remain financial, personnel, reporting, and other responsibilities. These tasks typically need to be completed within a timeline that begins 60 to 90 days before the project end date and 90 days after. Specifics will vary depending on the project and the funding source. The Office of Sponsored Programs “Project Closeout” webpage provides a description closeout issues, a list of PI Responsibilities and other details to help ensure your project is in fact complete.  Project Closeout Checklist Project Closeout Resources from Office of Research

A communications plan facilitates effective and efficient dissemination of information to the research team members and major stakeholders in the research project. 

It describes how the communications will occur; the content, security and privacy of those communications; along with the method of dissemination and frequency.

Project Management Software

An open-source project management software similar to Microsoft Project.

OpenProject  has tools to create dashboards, Gantt Charts, budgets, and status reports. Activities can be assigned to team members and progress monitored. OpenProject also has a tool for Agile Project Management. While the software is free, OpenProject must be installed and maintained on a local server and there will probably be costs associated with this. Talk to your departmental or college IT staff.

A secure, web-based project management system.

Basecamp  offers an intuitive suite of tools at a minimal cost: ~$20/month or free for teachers. Basecamp facilitates collaboration between research team members with features such as to-do lists, messaging, file sharing, assignment of tasks, milestones, due dates and time tracking.  

A project management tool that organizes tasks, activities, responsibilities and people on projects.

Trello can help manage research projects by keeping everyone on time and on task. It uses a distinctive interface based on cards and lists and may be especially useful for smaller projects.

If you have a disability and experience difficulty accessing this content, please submit an email to [email protected] for assistance.

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World Leaders in Research-Based User Experience

Project management for user research: the plan.

November 20, 2016 2016-11-20

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In This Article:

Why plans matter, what to include in your research plan, important planning considerations, what to include in your final research plan, what to deliver.

Creating a project plan structures your thinking around the research activity. Plans keep stakeholders involved and informed, while reducing the need for calls and meetings. Documenting your research-project planning can help prevent misunderstandings, unwanted method variation, and unnecessary rework.

A research-project plan is a living document that is shared and updated as needed. After your study, edit the plan to serve as the record of your research method. Plans take the work away from your limited memory and provide a convenient place to keep track of the many documents generated by each project.

The benefits of checklists are well known to people doing complex tasks, such as surgical staff and pilots. Busy people in distracting situations often forget to do something important, despite having many years of experience with a procedure. This checklist is meant to ensure that you don’t overlook any important elements when planning research studies .

In the beginning, your research project plan should include not only the information needed during the actual study sessions, but also various information that the team may make use of beforehand. Most plans should cover:

• Purpose of the plan
• Information about what you will be conducting research on, such as basics about the product, method, and rationale
• Purpose and goals of the research study
• User tasks, metrics, and usability goals, such as maximum time on task and other success criteria (if applicable)
• User profiles (characteristics of target participants for the research)
• Screening questionnaire and recruitment plan (if applicable)
• Expectations about deliverables and timing
• Expectations and roles
• To-do lists
• Note-taking and question-asking guidelines for observers, including how to collaborate in effective data gathering without biasing the sessions
• Facilitator script with questions for participants, including user scenarios (if applicable) and consent forms
• Location information and contact details
• Test setup, including equipment and supplies
• Get stakeholders’ signoff on plans, so everyone understands what’s in scope and how you will meet the research goals . Provide written goals, user profiles, tasks, and participant scenarios as soon as possible, so any concerns and questions can be discussed well in advance.
• Research participants can sometimes be controversial, so keep stakeholders informed periodically by sharing the details of the recruits as they are scheduled. But don’t include participants’ names and identifying information in plans — use numbers (P1, P2, etc.) instead to preserve their privacy. If screening criteria need to be adjusted during recruitment, having this shared understanding can make rapid changes easier to accomplish.
• First, consider the schedule for research sessions, building in time for pilot session(s), lunches, and debrief and regroup time between participants, so you can have solid appointment times for recruitment.
• Choose the location where you will conduct the research. Gather logistic information (such as maps, nearest hotels, and travel contacts) to help the research team have a great experience.
• Arrange any needed onsite support , such as IT staff, equipment, chairs, desks, tables, catering, beverages, and snacks.
• Decide how to compensate study participants. If you will pay them directly at the time of the study, plan to obtain the needed cash, gift certificates, or checks.
• If you have observers , consider how many you can accommodate and how they can best help with data capture.
• Make a checklist of items needed for a user study.
• Share contacts , including everyone’s mobile phone numbers for urgent issues.
• Consider information sharing : when and how to disseminate information during and after the study.
• Consent forms are required for all participants in order to inform them of the purpose of the study and get their agreement in a way that protects everyone legally. The exact wording may require approval in advance by stakeholders and any businesses you may visit for the research. Include at a minimum: what the study involves, who is conducting the research, why you’re doing it, the date, any incentive paid (phrase this part to double as a receipt), which information will be collected and how (including recording details), and which information will be shared with whom (including any NDA requirement).
• Provide tips for observers . Coach people in what to look for, how to take good notes, and how best to participate without interrupting. Set expectations about what to do and not do, and explain why that’s important to the research. Print observer guidelines to help everyone stay on track.
• Plan data capture, analysis, and reporting . Consider carefully how you will analyze the data and report it. Then plan a data-capturing method (and a fallback method) that meets your needs. Consider the abilities of the observers, the situation, and concerns of your participants. Plan to keep data confidential, and identify who will be responsible for protecting it appropriately.
• Make a Plan B . What could possibly go wrong? Don’t assume that you’ll be able to record audio or video, even if that’s the plan. Plan around not being able to print, get text messages, or use your devices. Decide what to do if anyone runs late or cancels at the last minute.
• Thank the participant.
• Introduce yourself and explain why you are doing the study.
• Set expectations for how the session will proceed.
• Get consent from the participant in writing.
• If applicable, give the participant the compensation for the study.
• Go over any instructions and, if you’re using a think-aloud method , read the think-aloud instructions to the participants and maybe show them a quick demo of what’s expected . Alternatively, ask people to read the instructions to you, and then ask if they have any questions about the process.
• Depending on the type of research you’re doing, you may want to ask some questions at the beginning of the session. For example, you might want to ask open-ended questions about the person’s role, experience with the task domain, industry, product, competitors, and so on. It might be helpful to ask what participants expect and what they hope for when using a system like yours.
• Depending on your research, you might be asking structured interview questions or watching people do tasks. Your script should contain planned wording for you to read as needed, so that you won’t accidentally introduce variations that might bias the answers.
• It’s often necessary to change wording, or to add or remove questions in the script between sessions. Some situations could require you to invent probing questions on the spot, as well, when interesting things occur. Set expectations with stakeholders that some variation will occur.
• If your research will have a hands-on component, ask participants to read scenarios (one at a time) and show you how they would do the activities, while you watch quietly and take notes.
• Optional: After each scenario is complete, you might want to ask people to rate how easy or difficult it was for them. The Single Ease Question is designed for this purpose. The best reason to use rating questions in qualitative research is to ask, “Why did you give it that rating?” afterward, so be sure to ask that each time too. You might also want to compare ratings over many research projects having the same scenarios. People are notoriously inconsistent at assigning numbers to ease of use, however, so you may find that the numbers or the reasons people state for their rating are at odds with what you observed in the session. Even so, the rationale for the rating may point to top-of-mind concerns.
• What did you like the most and the least about [X], and why?
• How do you normally do [Y activity] today; what’s easy and difficult about that? What could make that easier to do?
• Do you have any questions for me?
• Leave time for any observer questions and answers.
• Consider asking for permission to follow up with an additional question later. Ask people to contact you if they think of something else they want to tell you. You could also ask if the participant would like to be contacted for future research projects. If you used an outside recruiter , however, you should talk with the recruiter about that, not the participant.

The final version of your project plan should serve as a record of the research at the level of detail required to replicate the study in the future. Start with the plan you used for the study and remove unneeded detail or add new sections as needed. Be sure to update anything that changed, such as script and scenario wording.

Include information about:

• Team and product basics
• Research purpose, method, and goals
• User profiles and anonymized participant profiles
• Checklists, schedule, script, documents, and forms
• Anything that might be helpful to know about the location and travel
• Any tested prototypes, any photos, screenshots, or other important artifacts from the research study
• Deliverables list (file names, formats, responsible person, location), for the raw data, recordings, and report, if any
• Preliminary findings list
• Bug list (for the developers)
• Report, slide deck, or end prototype
• Recordings and other raw data
• Final research plan

Research-project plans are essential tools that help keep stakeholders informed. Planning helps you to remember what to do and to keep track of where you are in the research process. Each research project is a little different, so plans differ in structure and content. Make a research-plan template that you can modify as needed to save time in the future.

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Thesis, major paper, and major project proposals

• Definitions
• Introductory section
• Literature review
• Methodology

Schedule/work plan

• Other potential elements
• Proposal references
• Ask for help

If you're unsure if your research proposal requires a schedule or work plan, please consult your project handbook and/or speak with your instructor, advisor, or supervisor.

The information about schedules or work plans in proposals was gathered from RRU thesis and major project handbooks, current in 2020, from programs in the Faculty of Social and Applied Sciences, the Faculty of Management, and the College of Interdisciplinary Studies. If the details here differ from the information provided in the handbook for your project, please follow the handbook's directions.

Image credit: Image by Gerd Altmann from Pixabay

• In RRU's Anxiety About Academic Writing guide, this resource is open to everyone.

How Do I Plan the Various Stages of My Research Project?

• In SAGE Research Methods: Planning and Practicalities, look for How Do I Plan the Various Stages of My Research Project? drop down option. Access via this link requires a RRU username and password.

Learning Skills: Time Management

• In RRU's Learning Skills guide, this resource is open to everyone.

What Do I Need to Know About Time and Timetabling?

• In SAGE Research Methods: Planning and Practicalities, look for the What Do I Need to Know About Time and Timetabling? drop down option. Access via this link requires a RRU username and password.

Image credit: Image by Mohamed Assan from Pixabay

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• Next: Other potential elements >>
• Last Updated: Jan 8, 2024 12:29 PM
• URL: https://libguides.royalroads.ca/proposals

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Project Scheduling: How to Make a Schedule

This guide is presented by projectmanager, the project scheduling software trusted by 35,000+ users. make a project schedule now..

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What Is a Project Schedule?

How to make a project schedule: in-depth.

• How to Maintain Your Project Schedule During Execution

What Are Project Scheduling Tools?

Benefits of online scheduling tools, must-have scheduling software features, creating a project schedule in projectmanager, best practices for the project scheduling process, project schedule vs project plan, project scheduling key terms, get a free 30-day trial of our project scheduling software.

A project schedule is a timetable that organizes tasks, resources and due dates in an ideal sequence so that a project can be completed on time . A project schedule is created during the planning phase and includes the following:

• A project timeline with start dates, end dates and milestones
• The work necessary to complete the project deliverables
• The costs, resources and dependencies associated with each task
• The team members that are responsible for each task

Project schedules are created and tracked with project scheduling software, which has key features that allow project managers to monitor the progress of tasks, resources and costs in real time. They can also assign work, link dependent tasks, view dashboards, allocate resources and more.

ProjectManager, for example, has online Gantt charts for scheduling tasks and resources, but also team management features and reporting tools for a comprehensive project management platform.

What’s Included in a Project Schedule?

Project schedules are created during the project planning phase and are crucial to the creation of a project plan , where the schedule plan, schedule baseline, deliverables and requirements are identified. The project schedule is designed to guide the project team throughout the execution phase of the project.

Then, during the execution phase, the schedule baseline is compared against the actual project progress. The following are included in the creation of a project schedule:

• Deliverables
• Task start and end dates
• Task dependencies
• Project calendar
• Work packages
• Task duration and project timeline
• Resource availability
• Schedule risk analysis

Project Schedule Steps

When creating a schedule you can use a project schedule template, which offers project schedule examples and a project schedule spreadsheet for free. But a template can only take you so far. A project schedule is not just a standard timetable that works for every project.

There are different project scheduling techniques and project planning tools involved in the scheduling process. Also, every project has different resources, timetables, scope considerations and other unique variables that must be considered in the schedule management plan.

Using project management software integrates the schedule into other project management tools, such as Gantt charts , dashboards and reports to monitor progress, as well as kanban boards to manage workflows. Whichever path you choose, these are the steps to create a project schedule :

• Create the schedule plan for your project
• Define who has authority over the schedule
• Identify start and end dates for project activities and tasks
• Figure out task dependencies
• Sequence activities and tasks chronologically to create a project calendar
• Estimate needed resources and resource availability
• Determine duration of activities and tasks
• Build project schedule
• Monitor and control the schedule throughout the project life cycle

Free Project Schedule Template

Need help getting started with your project schedule? Try ProjectManager’s free schedule template and practice adding tasks, phases, dependencies, resources and more in a live Gantt environment.

On the left-hand side the various phases of the project are outlined. These can be color-coded to make it easier to distinguish one phase from another. Under each phase are the tasks associated with it, including assignees, due dates and other resources needed to execute the scheduled tasks.

The visual timeline to the right is where things get interesting. You can see the entire project in one place, dependent tasks can be linked and milestones added to indicate important dates.

What Are the Project Scheduling Techniques?

Estimating the duration of project tasks as accurately as possible is key to creating a realistic schedule. To do this requires the use of various project scheduling techniques.

Project managers can interview their team and other stakeholders to get their perspective on how long certain tasks can take, and can refer to historic data from similar past projects.

Additionally, project managers can use project scheduling techniques to increase the accuracy of their time estimates and minimize schedule risk. The critical path method (CPM) is an equation that shows the longest possible timeline for the project. The Program Evaluation and Review Technique (PERT) also visualizes the flow of tasks for better estimates but shows task dependencies as well.

Project managers will also use schedule compression techniques such as project crashing and fast tracking which can reduce the schedule duration without impacting the project scope. Simulation, resource-leveling heuristics, creating a task list, using a project calendar and using a Gantt chart are all other tools that can help with estimation, collection and tracking of project tasks.

A work breakdown structure (WBS) shows how many tasks and deliverables there are to get to your final deliverable. It’s a network diagram that has your project goal on top with “branches” underneath that show all the steps needed to get you there. This tool makes sure you don’t leave out anything when devising your schedule. A workback schedule is another technique that allows you to break down the project scope and identify all the tasks, activities, deliverables and milestones.

Regardless of your preferred scheduling methods, you need a tool designed to accommodate them equally. ProjectManager’s Gantt charts allow you to create timelines, apply a work breakdown structure and automatically calculate the critical path. Need to cut down on the white noise and view specific information? Filter for exactly what you want to see, whether it be incomplete tasks, overdue tasks, tasks assigned to certain team members or anything else you like.

Project scheduling occurs during the planning phase of the project life cycle. When beginning to put together a schedule for your project, you should ask yourself four things to start:

• What needs to be done?
• When will it be done?
• Who will do it?
• Where will it be done?

The answers to these four questions will greatly inform your project schedule moving forward, as you’ll use this information to plan start and end dates, link activities, set the duration, create milestones and manage resources.

Follow these steps to create a project schedule of your own!

1. Create the Project Scope

The project scope statement is created during the initial planning. It’s a document that contains the specific goals, deliverables, features, budget, etc of your project. All of the tasks needed to complete the project successfully are listed here (which requires understanding the stakeholder’s requirements.)

Be thorough when putting a task list together, you don’t want to leave anything out. By using a Work Breakdown Structure (WBS) you can organize these activities and lay them out in order of completion. Understanding task dependencies and their sequence are very important for schedule management.

2. Establish the Sequence of Tasks

Tasks are the small jobs that lead to the final deliverable, and it’s fairly crucial to map out the sequence of those tasks before diving into them. Oftentimes a task will be dependent on another to start or finish. You don’t want to get halfway through a task before you realize you can’t complete it due to hanging objectives.

3. Group Tasks

Once you’ve collected your tasks and have them in proper order, you should take the opportunity to divide your tasks by importance. You need to know which is critical to the project implementation schedule and must be done first and those less important that can be done if there’s time. You could use a priority matrix to facilitate this process.

Then, break your tasks down with milestones that relate to the five project phases—initiation, planning, execution, monitoring and close. Organizing your tasks with milestones makes it easier to track progress , and gives your teams a sense of accomplishment that boosts morale and productivity.

4. Link Task Dependencies

Some tasks can be done simultaneously, but some tasks are dependent on others to start or finish before they can start or finish. These task dependencies must be mapped out in your schedule to keep you aware of them, or you risk bottlenecks and blocking your team.

5. Find the Critical Path

The critical path is a method for scheduling tasks in a project to find those which are critical to the success of the project. This allows you to make smart choices about tasks that can be ignored if time and costs become constrained. This method is commonly used for schedule risk analysis. Software that can find the critical path for you can make this step a lot easier.

6. Assign Resources

Resource management and project scheduling are closely related. Every task on your schedule should have the related resources and costs associated with completing it. Tasks aren’t done on their own, and without mapping the resource availability to each task you’re in danger of going wildly over budget. With resources attached to tasks, you can more accurately plan your team’s time and keep their workload balanced.

How to Manage Your Project Schedule During Execution

Once you’ve got all the pieces of your schedule together, the last thing you want to do is manually punch it into a static document like a Google sheets or a Microsoft Excel spreadsheet. A schedule maker can automate much of the process for you.

There are project scheduling tools on the market that are great for simple scheduling duties, but when you’re leading a project, big or small, you need a tool that can adapt to the variety of scheduling issues you’re going to need to track. Watch the video below to learn how scheduling software can help you lead your project to a successful conclusion, or continue on to read our full walkthrough.

Project scheduling tools are used to help managers organize and execute their project’s tasks and resources within a given budget. Software offerings range from rudimentary to sophisticated and provide users with a wide spectrum of features that facilitate the scheduling of their project.

Software devoted to scheduling a project can assist in the larger role of planning and estimation of the duration of each task. Outside of scheduling, software can also include tools that manage costs, budget, resource allocation, collaboration, communication and reporting.

Using online scheduling software means that project managers can make data-driven time management and resource management decisions. When they see that there’s a bottleneck or some block preventing team members from moving forward on their tasks, they can quickly reallocate resources and keep the project on track.

Managers and teams can work better together with the right online scheduling software and manage resources and budgets to keep the project running smoothly. Those are the big benefits, but not the only ones when using online scheduling software. Here are others:

• Build detailed plans for your projects
• View all your work on task lists and project calendars
• Get status updates to stakeholders
• Create task lists for yourself and your teams
• Manage start and end dates for your tasks
• Manage workload and reallocate work
• Monitor performance in real time
• Edit with drag-and-drop scheduling

Scheduling software that has the following features will give you the most power to effectively manage your project.

Get Tasks Organized on a Timeline

Projects have lots of tasks, and they need to be organized on a timeline to create a workable schedule. Gantt charts are a visual tool that can collect all your tasks, prioritize them, link those that are dependent on one another and even break the larger project into manageable phases.

Monitor High-Level Progress

Once your project schedule is executed, you need to keep a close watch on performance to stay on track. Dashboards are a window into progress that act like an instant status report, showing percentage of tasks complete, project variance, workload and more.

Balance Your Team’s Tasks

Keeping on schedule means allocating your resources smartly. Knowing how many tasks your team is assigned is crucial. If some are overallocated and others have too few tasks, the schedule suffers—as well as morale. You want to be able to reallocate their assignments.

Generate Fast and Insightful Data

Stakeholders have a vested interest in the success of a project, and must be regularly updated on its progress. You do that by quickly creating reports on tasks, costs, project variance, etc., and sharing them at stakeholder presentations. Filtering shows the information you want to see.

Facilitate Teams to Work More Productively

Teams need the right tools to execute the schedule on time and within your budget. Getting them to work better together is important. Look for features that allow team members to comment at the task level, attach files and share data with each other.

Have a Centralized Repository

Projects have a lot of paperwork. These documents are referred to throughout the life cycle of the project, and need to be easily accessible. Having a scheduling tool with unlimited file storage means you can keep everything in one place, and get to it fast when you need it.

Project scheduling software organizes your tasks on a timeline, considers the resources you have to complete the project and manages all those parts to keep the project on track.

ProjectManager is an award-winning scheduling software that integrates plans, timelines, budgets, communication and more to give you greater control over your project schedule. Sign up for a free 30-day trial of our software , and follow along to build an ideal project schedule.

Initiate Your Project

Set up the project before you start scheduling. In this initial phase, you set up your schedule plan, budget, resource schedule and the general timeline in which you have to produce your final deliverable.

Add the budget to create a baseline to compare to what you actually spend when executing.the project.

Define Tasks

Project scheduling is all about managing your tasks. As we covered earlier, tasks are the small jobs that lead to your final deliverable. Defining those tasks is the first step towards proper project management .

Import a task list from any spreadsheet, or use our built-in templates to get started. Add durations and due dates to those tasks to set them on a timeline on the Gantt.

Block Calendar

ProjectManager allows you to manage your project calendar in real time. Take note of the dates that your team can or cannot work. These are your holidays, paid time off and other such dates that must be established before you can create your schedule.

Set holidays in the software, both global and local, to know your team’s availability. This is most helpful in managing remote teams. Outlining your typical working days is the best first step if you don’t have the other information readily available.

Set Task Dependencies

Avoiding bottlenecks and getting the work done on time are the primary reasons you’re thoroughly scheduling your project. You’ll want to link dependent tasks to ensure the work flows smoothly.

Connect the dependent tasks in your project by dragging one task on the Gantt onto the other. A line will appear, and from there, you can set what type of dependency these two tasks have.

Assign Team

Teams are your most valuable resource. They do the work that gets the project to the finish line. For optimal efficiency, you need to get the right team member working on the right set of tasks.

Assign team members tasks from any of the multiple project views. For further direction, you can attach detailed descriptions, priority levels and costs associated with tasks to help your team track and complete them.

Monitor Progress

Once the schedule is set and the project is in the execution phase, managers will want to stay attuned with what’s going on without getting in the way of their team. Tracking project metrics allows you to catch issues and resolve them before they become projects.

Get a high-level view of the project with our real-time dashboard. We collect project data on time, cost, workload and more, and automatically calculate and display it in colorful, easy-to-read graphs and charts.

Manage Resources

Knowing your resources and keeping them balanced leads to a more productive and happy project team.

Use our workload page to see how many tasks your team is assigned. The color-coded chart makes it easy to see who is overallocated, and you can reallocate their workload without leaving the page.

Adjust Plan

Schedules are living documents. As internal and external forces play on a project, you need a fast and easy way to adapt. Being flexible helps you prevent slippage .

Drag and drop tasks to new start or end dates on our online Gantt chart to easily edit your schedule. All changes are instantly reflected throughout the software.

Keep Stakeholders in the Loop

Stakeholders are the people with a vested interest in the project. They need to know what’s happening, and keeping them informed of your project progress is one of your key responsibilities.

Generate reports on project variance, tasks and more with a single click. You can quickly filter through results when presenting the report to stakeholders to assist in responding to their questions.

Keeping your project on track and within budget requires a good schedule. That means creating a schedule that is both reliable and that meets the requirements of your project. To make sure your schedule is the best it can be, follow these best practices.

Thoroughly Collect Project Tasks

The last thing you want is to miss a critical task after you’ve created your project schedule. Making sure every task is accounted for and lands in the right place to get the project done on time is hard enough, without trying to squeeze in tasks missed. A work breakdown structure is a great tool to make sure you capture every step on the road to your deliverable.

Be Realistic

When developing your project schedule, it’s important to set reasonable durations for your tasks. It should be measurable, of course; short, if possible, but with room for changes if needed. To do this, you need to take a deep look at your resources and your team’s capacity to complete the work. The more you do this on the front end of a project, the less issues you’ll have once it starts. Remember that you can use project management tools and techniques such as the critical path method (CPM) or PERT charts to help you estimate time more accurately.

Have Float in Your Schedule

Float is the amount of time a task can extend before it negatively impacts the final deliverable. You want to have some amount of float in your schedule to give you the wiggle room you’ll need as changes occur. But you don’t want too much float! That’s usually an indication that there is something amiss with your schedule.

Constantly Assess the Critical Path

The critical path is the way to see which of your tasks are essential to reaching the final deliverable, and which can be sidelined if time and cost become issues by charting the project’s earliest possible completion. But know that the critical path can change during the execution of your project, so you need to go back and check it regularly.

Keep Track of Project Scope

Things change is a project. That’s unavoidable. Not responding to these changes, however, is irresponsible. Monitoring your project scope, and adjusting tasks and schedules to keep your project on track, is what managing a schedule is all about. Take note of how scope changes impact your project timeline , and if the change gets in the way of meeting your final deliverable.

To wrap this up, we’ll end with some disambiguation between two related concepts; though related, a project schedule and a project plan are two different things. The project plan is the larger, grand-scheme blueprint on how the project will run. The project schedule focuses on the details on how that will get done.

The project plan is an outline that explains how the project will be managed. The project plan comes first, and the project schedule often falls under its larger project umbrella. You can’t create a project schedule without first having the large strokes of the project painted out in your project plan. Once the plan is approved, then the schedule can be added, with specific dates, duration, assignments, resources, etc.

The project schedule is made up of the specific tasks and due dates for each. It’s a timeline for the project for when the tasks will be started and completed. The schedule is more an estimation based on historical data, experience, etc. The schedule is fluid, and changes throughout the project. The plan remains the same. It defines the project goal, scope, resources needed, costs, etc. Only once these have been established can work on a schedule begin.

Another difference between the project plan and schedule is that the plan doesn’t necessitate the use of project management tools . Since the project plan is mostly a series of documents, you can just use a word processing program. However, project schedules usually run on project management software tools, with features such as Gantt charts .

• Project Scheduling: Project scheduling is a project management process that consists of creating and managing a schedule to organize the tasks, deliverables and milestones of a project on a timeline. The project schedule defines the duration, start and end dates for activities and is used by project managers for resource management, task management and team management purposes
• Schedule Plan: A schedule plan or schedule management plan , is a component of the project plan that defines how the schedule will be developed, monitored and controlled. It also establishes the scheduling methodology and scheduling tools used to develop the project schedule. The complexity of the schedule plan varies depending on the project. The schedule plan is also referred to as the schedule management plan.
• Schedule Baseline: A schedule baseline is the approved version of the project schedule in the schedule plan. Once the project execution phase starts, the actual start and end dates of tasks will be compared to those established in the schedule baseline to measure performance and keep the project on track. The project schedule may differ from the schedule baseline because it changes as the project progresses.
• Schedule Performance Index: The schedule performance index is part of earned value management and its a measurement that lets you know whether you’re on or behind schedule.
• Schedule Variance: Schedule variance (SV) measures whether a project is on track by calculating the difference between actual progress against your projections.
• Resource Schedule: Consists in including resource availability and capacity planning considerations when developing a schedule. That means planning tasks on a timeline based on the resources and constraints associated with each.
• Project Calendar: A project calendar establishes the working days and hours that are available for scheduled tasks. It allows project managers to make schedule management decisions based on the time available on the calendar. A project calendar is part of the schedule plan.
• Schedule Crashing: Schedule crashing is a project scheduling technique that consists in shortening the project schedule duration by expediting the execution of critical path activities by adding more resources, such as team members or equipment. The goal is to reduce the schedule duration without affecting the project scope.
• Priority matrix: A priority matrix is a time management tool that allows project managers to prioritize tasks by evaluating the impact and effort associated with them. It’s similar to the Eisenhower matrix in terms of structure, but the priority matrix scales and quadrants are designed for project management.
• Workback Schedule: A workback schedule is a project scheduling technique that allows project managers to break down the life cycle of a project by analyzing its timeline in reverse order. Similar to reverse engineering, this process allows them to have a different perspective about the project’s stages, tasks, deliverables and milestones.

Scheduling is one of the more difficult jobs in project management, but coordinating delivery dates on your estimates can be streamlined and made more efficient when you employ the tools in ProjectManager , a cloud-based software.

From interactive Gantt charts, resource and workload management that can be easily integrated to a real-time reporting dashboard , you’ve never had a tighter hand on your project schedule.

See why tens of thousands of project teams in organizations as diverse as NASA and the Bank of America use our tool to keep on schedule. Take a 30-day free trial of our software today to try these powerful tools for yourself.

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Project Scheduling Resources

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• Project Calendar Template
• Work Breakdown Structure (WBS) Template
• Gantt Chart Template
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• Project Charter Template
• Project Management Trends (2022)
• 6 Tips for Better Schedule Management
• How to Create a Project Management Schedule (Example Included)
• The Ultimate Guide to the Critical Path Method
• The Ultimate Guide to Gantt Charts
• How to Make a Construction Schedule
• How to Schedule Multiple Projects

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How to Prepare a PhD Research Plan/Schedule?

PhD research plan is a structured schedule for completing different objectives and milestones during a given timeframe. Scholars are usually unaware of it. Let us find out how to prepare it. 

Between March 2021 to 2022, I read almost 15 different research proposals from students (for their projects) and only a single one, I found, with a comprehensive research plan for 3 years. Which is still not, kind of practical, probably copied from other students. 

Such entities are not known to over 90% of students, if some know that because their university asked for but unfortunately, this basic procedure lacks penetration among students. I don’t know the exact reason, but students lack a basic understanding of the research process. 

Meaning, that they don’t know or perhaps don’t complete their course work needly. PhD research requires many documents, SOPs and write-ups, before even starting it. For example, a rough research plan, research proposal, initial interview, competence screening, grant proposal and so on. 

However, the requirement varies among universities and thus knowledge regarding basic procedures often also varies among students. So I’m not blaming students but certainly, it is the fault of the university side, as well.  

When you come up with a research proposal with a research schedule or entire plant, certainly it will create a positive image and good reputation. So it is important. But how to prepare it? 

Hey, there I’m Dr Tushar, a PhD tutor and coach. In this article, we will understand how we can prepare a structured plan for the PhD research and how to execute it. 

So let’s get started.  

How to prepare a PhD research plan/schedule?

A PhD research plan or schedule can be prepared using the GANTT chart which includes a month, semester or year-wise planning of the entire PhD research work. 

First, enlist goals and objectives.

It’s not about your research objective enlisted in your proposal. I’m talking about the objectives of your PhD. Take a look at some of the objectives.

Note that these are all the objectives that should be completed during the PhD, but not limited to a specific subject. Note you have to show how you can complete or achieve each objective during the entire tenure of your work. 

And that is what the plan/schedule is all about. Next, explain the time duration. The time required to complete each goal, roughly. For example, a semester or a year to complete the course work or 4 to 8 months for completion of ethical approval. 

Now two things must be known to you, at this point in time. 

• First, enlist the time required to complete each objective, as aforementioned. 
• Second, what goals would you complete during each semester?

For instance, course work takes a semester to complete, but during the period a scholar can also craft their PhD research title, research proposal, ethical approval and grant proposals. 

Now it is also crucial to know that there is no time bound to complete goals, but it should be completed as you explained. Let’s say you can plant it for 3 years, 4 or even 5 years depending on the weightage of your work. 

In summary, the answer to the question of how to prepare a research plan is, 

• Enlist your goals or objectives. 
• Decide the time required to complete each goal.
• Prepare a GANTT chart.  

Now you have prepared zero-date planning for your research but how to present it? The answer is a GANTT chart.   

GANTT chart for PhD research plan: 

GANTT chart is a task manager and graphical presentation of how and how many tasks are completed or should be completed against a given time duration. Take a look at the image below. 

How can you prepare one?

Open MS Excel (on Windows) or numbers (on Mac).

Enlist goals or objectives in a column. 

Enlist years (duration of PhD) in a row and bifurcate them into individual semesters. You can also prepare a month-wise plan, that’s totally up to you. In my opinion, semester-wise planning is good because research is a lengthy and time-consuming process. So monthly planning would not work. 

To make a chart more attractive and readable use colors, as I used. Now mark a ‘cell’ against a column and row showing the objective which you are going to complete in a semester. Take a look. 

After the end of this, your GANTT chart would look like this. 

You can prepare a month-wise planning, individual semester-wise planning and goal-wise planning etc. I will explain these things in upcoming articles on 5 different types of GANTT charts for PhD.  

Custom writing services: 

If you find difficulties in preparing a research plan, synopsis, proposal or GANTT chart. We can work on behalf of you. Our costume services are, 

• Synopsis writing 
• Project writing 
• Research proposal writing 
• Research planning and GANTT chart preparation. 

You can contact us at [email protected] or [email protected] to get more information. 

Wrapping up: 

Planning and executing a research schedule are two different things. Oftentimes, students just prepare as per the requirements and then do work as per their convenience. Then they are stuck in one place and just work around the time. 

Plan things. Make your own GANTT chart, put it on your work table or stick it on a wall so that you can see it daily. Try to achieve each goal in time. Trust me things will work and you will complete your PhD before anyone else.  

Dr. Tushar Chauhan is a Scientist, Blogger and Scientific-writer. He has completed PhD in Genetics. Dr. Chauhan is a PhD coach and tutor.

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• Knowledge Base
• Research process
• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on 30 October 2022 by Shona McCombes and Tegan George. Revised on 13 June 2023.

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

• Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organised and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, frequently asked questions.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

Prevent plagiarism, run a free check.

Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

• Example research proposal #1: ‘A Conceptual Framework for Scheduling Constraint Management’
• Example research proposal #2: ‘ Medical Students as Mediators of Change in Tobacco Use’

Like your dissertation or thesis, the proposal will usually have a title page that includes:

• The proposed title of your project
• Your supervisor’s name
• Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

• Introduce your topic
• Give necessary background and context
• Outline your  problem statement  and research questions

To guide your introduction , include information about:

• Who could have an interest in the topic (e.g., scientists, policymakers)
• How much is already known about the topic
• What is missing from this current knowledge
• What new insights your research will contribute
• Why you believe this research is worth doing

As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

• Comparing and contrasting the main theories, methods, and debates
• Examining the strengths and weaknesses of different approaches
• Explaining how will you build on, challenge, or synthesise prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasise again what you aim to contribute and why it matters.

For example, your results might have implications for:

• Improving best practices
• Informing policymaking decisions
• Strengthening a theory or model
• Challenging popular or scientific beliefs
• Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

• Cost : exactly how much money do you need?
• Justification : why is this cost necessary to complete the research?
• Source : how did you calculate the amount?

To determine your budget, think about:

• Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
• Materials : do you need access to any tools or technologies?
• Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

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

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

I will compare …

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

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

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

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.

McCombes, S. & George, T. (2023, June 13). How to Write a Research Proposal | Examples & Templates. Scribbr. Retrieved 21 May 2024, from https://www.scribbr.co.uk/the-research-process/research-proposal-explained/

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Top 5 Research Timeline Samples with Templates and Examples

Ashima Monga

When it comes to doing a thesis, project report, or dissertation, you spend lots of time doing research through case studies. It, however, always works best if you planned everything in a given timeline. Thus, a research timeline template is beneficial for writing a research report or project presentation for sponsors or investors.

To address this pain point of business, SlideTech offers you invaluable help in building innovative research timeline templates that give you the outline to create perfect project reports, add or remove new tasks and milestones, and change the deliverable dates of your project with a few clicks. Our templates provide an overview of the project plan’s events, highlight important points in time, break down the project’s agenda and distill important information about your products or services, etc.

In this blog, we are introducing our top-notch research timeline templates that are perfect for telling stories and visualizing the processes of your project. 

Template 1: Projected Research Timeline Milestone PPT PowerPoint Presentation Ideas Backgrounds

If you need to learn how to make a research document and set schedule activities for each step, then use this fantastic research template that encompasses the content of a well-maintained research paper. Organize your activities and map meetings according to project milestones with this expert-curated template. For instance, use this template to mark out when your ‘reading and research starts and mark it as task 1, with the color-coded legend. Then task 2 could be topic presenting that starts, as soon as task 1 ends. Then, topic interpreting can be task 3 with the same start as the work on the topic started. This editable template lets you change font styles and color themes with a few clicks.

Download Now!

Template 2: Projected Research Timeline Elements PPT Presentation Infographic Template Skills

When you introduce your new products and services to the customers, get this template where steps are needed to analyze, plan, design, implement, and evaluate a specific product. Adapt this PPT Template to give a comprehensive overview of your products to target audience that you value. This handy template design guides your project from inception to completion dividing your project research tasks into Elements, Tasks and Actions. 

Template 3: Projected Research Timeline Planning PowerPoint Presentation Icon Backgrounds

Manage your planning with this PPT Template design to complete your project research, enlist tasks or activities with its deadline. You can measure the activities you planned through it by going to the timetable you set and evaluating the work progress. Business owners can easily visualize data with customizable maps, widgets, graphs, and charts. The phases are also listed out in detail in this template.

Template 4: Dissertation Projected Research Timeline Analysis PPT PowerPoint Presentation Professional

Fashionably present your research project through this ready-made Presentation Template and keep track of project deadlines. This goal- oriented template breaks down your project’s events or tasks in chronological order, giving a high-level view of the project's planning and reflecting your business plan. Use color hues for each task that differentiate each task from others on the timeline, schedule prioritize tasks, and make information more visual.

Template 5: Dissertation Projected Research Timeline Research PPT PowerPoint Presentation Topics

Grab this research timeline to illustrate and represent roadmaps for your project and highlight the planning process’s goals and tasks over a specific period. Color-coding of this template makes your design more readable, differentiating tasks, defining specific daily, weekly, or monthly activities, etc. The project manager can visualize processes and their status quo and also create natural flow of information among team members. 

The Final Word

Running a business smoothly is a very tricky job and sometimes may be hard to manage. Our beautifully crafted research timeline templates provide the most solid foundation that builds something genuinely remarkable for your business that will captivate your audience, stakeholders, investors, etc. Our research timeline templates communicate the business’s core message clearly and emphasizes timely project delivery to your potential customers. You can always modify our templates to fit your business’s needs. 

FAQs on Research Timeline

What is a research timeline.

A research timeline is an essential part of any project proposal. It defines the chronological order of events of your project plan that includes aspects such as reading & research, analysis results, milestones, preliminary data results, literature review results, etc. It gives a broad overview of your project’s planned activities at a glance.

How do you write a research timeline?

Writing a research document for any project comes with levels of complexity. You must follow some guidelines while writing a research timeline to keep yourself on track. Write the research timeline of the project in stages and give enough time to complete every step of your work.

• Define research ideas, objectives, and resources and then prepare the research proposal.
• Develop a research design for it
• Capture relevant information to create a sampling plan
• Carry out data collection to write it up 
• Prepare data for analysis and draw conclusions or recommendations
• Write the final draft of the application.
• Again, review it and edit it if required and submit the final research proposal.

How long should a research timeline be?

A research timeline project can be eight weeks, six months, one year, two years, three years, or more, depending on the requirement of the project proposal. But it would help if you remembered to complete it timely while planning these periods.

How do you write a  PhD research timeline?

A PhD Research Timeline is a challenging process that spans across years. Sometimes, researchers can feel quite overwhelmed. Some tips for writing a perfect PhD research timeline are:

• Decide what elements like data collection, fieldwork, experiments, data analysis, writing plan, conferences, publications, coursework, etc., you must include in your PhD research timeline.
• Share or discuss your ideas and thoughts with your guide or PhD supervisor and get their views. Note the discussion points during the meeting and edit your provisional PhD research timeline, accordingly. 
• Think about the design of your PhD research timeline and prepare it across tasks and milestones.
• Track your tasks and update your PhD research timeline to prioritize tasks and set achievable and concrete goals when needed.

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UX Research Plan Template

Create a strong business case for UX research and streamline your process with the UX research plan template.

Trusted by 65M+ users and leading companies

About the UX Research Plan Template

A UX research plan, also known as a user research plan, is a brief reference document that outlines your research project’s goals, key contributors, important dates, and timelines.

Think of your research plan as a UX-focused  kick-off document  for your project. The plan offers an overview of the research initiative, encourages well-defined and agreed-upon goals, and acts as a written guarantee that the research will meet these goals.

What is a UX research plan?

When conducting usability testing or user research with a goal in mind, researchers need to plan. UX researchers often present their findings to stakeholders, like product managers, developers, marketers, and executives, to act on those results.

You should present your UX research plan in plain language with a single document. Keep your findings clear, collaborative, easily accessed, and digestible to get buy-in for your research and your team’s next steps.

A user research plan typically has up to seven segments:

Project background: Reasons for the study and internal stakeholders involved.

Research goals and objectives: What your teams want to learn, or their ideal research outcome.

Research participants: Who they are and how they’ll be recruited.

Method: How you conducted research, and any other information about how the research will be conducted.

Guides: An interview guide or cheat sheet of instructions and questions to follow during the session.

Duration: A rough timeline of how long the research will take and when the team can review the report.

Other helpful information: Additional resources for your team, such as previous studies, scripts, or results, can inform this new round of research.

Research plans keep your team focused on outcomes rather than getting lost in the details or changing the research goal midway through the project. By the end of the project, UX researchers should feel confident that their questions were answered and presented in both the plan and actual research.

When to use UX research plans

UX research plans are useful for teams who need to decide on  questions such as:

What do our customers need? Who is our target persona?

Does the proposed or current design work well for our customers? How can we make it better?

Planning UX research also gives researchers an opportunity to:

Decide what works for your stakeholders, especially the questions they’re trying to answer.

Engage stakeholders and keep them invested in your research results.

Clarify your ideas, problems to be solved, and research approaches.

Treat your research plan as a blueprint for aligning expectations, asking for feedback, or generating enthusiasm and support for increasing the value of user research in your organization.

Create your own UX research plan template

Making your own UX research plans is easy, and Miro is the perfect tool to create and share them. Get started by selecting the UX research plan template, then take the following steps to make one of your own.

Give your team or stakeholders a quick project introduction.  You can hop on a video chat with up to 25 team members and remind everyone what you’re trying to achieve. Remember that research proves its value when it satisfies a single objective rather than many. If you seem to have lots of different goals or objectives, avoid overreaching and start fresh: what’s the one customer problem and business problem you’re trying to solve?

Define the user and business problems your research needs to solve.  The default sticky notes are simply for inspiration — feel free to edit each of these to fix your own context. If you want your team to focus on this area instead of skipping ahead, you can select the “problem” frame and  click the “hide frame” (closed eye) icon  that appears in the frame’s menu.

Define your research goals.  Ask your team to brainstorm their top three research goals or priorities. Remember that the best research sessions are chasing a single objective, so out of the two to three you note down, ask your team to vote for their preferences. Try  Miro’s Voting Plugin  to help your team reach a decision.

Draft your research questions.  Pick three to five questions with your team or stakeholders that are most important to your research. Aim for no more than 10. The more focused your questions, the more focused your research will be.

Link to useful supporting information as needed.  Keep this plan to the point in order to get buy-in. For stakeholders who need more detail, there may be other useful data to link to. If you have previous UX research results or relevant studies, link to them on your Miro Board. You can also import survey data, embed  tables and charts , or link sticky notes  to external sources .

Dive even deeper into how to conduct UX research – and see examples – in our expert guide to  user research .

Why should you use the UX Research Template?

Centralized planning: Centralize your UX research plans in one shared space. This ensures that all relevant information, including research objectives, methodologies, and timelines, is easily accessible in one place, reducing the risk of scattered or lost documentation.

Collaborative research: Multiple stakeholders, including designers, researchers, and product managers, can collaborate on your UX research plan template simultaneously, fostering a more inclusive and collaborative approach to research planning.

Visual representation of research steps: Create diagrams, flowcharts, and visual representations of the research process. This visual mapping helps teams better understand the sequence of research activities, identify dependencies, and effectively communicate the overall research strategy.

Iterative refinement: Provide feedback, comments, and suggestions directly on the UX research plan template. Promote continuous improvement, allowing the team to refine the research plan based on insights and changing project requirements.

Integration with user flows and personas: Integrate with other templates, such as user flows and persona maps. By connecting these elements, teams can create a holistic view of the user experience journey. This integration helps align research activities with the overall UX strategy and ensures a more cohesive and user-centric product design.

How can I ensure that a UX Research Plan remains effective?

Regularly review and update the research plan as project requirements evolve. It's crucial to stay flexible and adapt the plan based on the findings and changing project needs.

Get started with this template right now.

Executive Summary Template

Works best for:.

Leadership, Project Management, Documentation

Pique their curiosity. Get them excited. Inspire them to keep reading, diving further into your proposal details. That’s what a good executive summary has the power to do—and why it’s a crucial opening statement for business plans, project plans, investment proposals, and more. Use this template to create an executive summary that starts building belief, by answering high-level questions that include: What is your project? What are the goals? How will you bring your skills and resources to the project? And who can expect to benefit?

PESTLE Analysis Template

Ideation, Strategic Planning, Business Management

Want to keep your company secure and performing soundly? You have to first know how you’ll be affected by outside elements and factors — especially those that are political, economic, social, technological, legal and environmental in nature. A PESTLE Analysis helps you identify them and prepare for them. With this easy-to-use template, you can conduct a PESTLE Analysis, then use the results to shape your strategic planning, budget allocation, marketing, product updates, and organizational change initiatives.

HEART Framework Template

Desk Research, Project Management, User Experience

Happiness, Engagement, Adoption, Retention, and Task Success. Those are the pillars of user experience — which is why they serve as the key metrics in the HEART framework. Developed by the research team at Google, this framework gives larger companies an accurate way to measure user experience at scale, which you can then reference throughout the product development lifecycle. While the HEART framework uses five metrics, you might not need all five for every project — choose the ones that will be most useful for your company and project.

Epic & Feature Roadmap Planning

Epic & Feature Roadmap Planning template facilitates the breakdown of large-scale initiatives into manageable features and tasks. It helps teams prioritize development efforts based on business impact and strategic objectives. By visualizing the relationship between epics and features, teams can effectively plan releases and ensure alignment with overall project goals and timelines.

Lesson Reflection Template

Education, Meetings

The Lesson Reflection template is a tool to create space for self-reflection and improvement. Students can evaluate the key takeaways from a lesson and what are the topics they find most interesting. As teachers receive the student’s Lesson Reflection, they can look for opportunities to improve learning and teaching methodologies. The Lesson Reflection template can help you facilitate the educational process, and it’s easy to use and straightforward.

Timeline Template

Project Management, Flowcharts, Project Planning

A timeline displays a chronological order of important dates, and scheduled events. Timelines help product managers, project managers, and team members tell visual stories about progress and obstacles. Timelines enable teams to see at a glance what happened before, what progress is happening now, and what needs tackling in the future. Projects or products with specific purpose or deliverables should be based on a timeline to be successful. Use the timeline as a shared reference for start dates, end dates, and milestones.

• Research Data Lifecycle Guide

Developing a Data Management Plan

This section breaks down different topics required for the planning and preparation of data used in research at Case Western Reserve University. In this phase you should understand the research being conducted, the type and methods used for collecting data, the methods used to prepare and analyze the data, addressing budgets and resources required, and have a sound understanding of how you will manage data activities during your research project.

Many federal sponsors of Case Western Reserve funded research have required data sharing plans in research proposals since 2003. As of Jan. 25, 2023, the National Institutes of Health has revised its data management and sharing requirements. 

This website is designed to provide basic information and best practices to seasoned and new investigators as well as detailed guidance for adhering to the revised NIH policy.  

Basics of Research Data Management

What is research data management?

Research data management (RDM) comprises a set of best practices that include file organization, documentation, storage, backup, security, preservation, and sharing, which affords researchers the ability to more quickly, efficiently, and accurately find, access, and understand their own or others' research data.

Why should you care about research data management?

RDM practices, if applied consistently and as early in a project as possible, can save you considerable time and effort later, when specific data are needed, when others need to make sense of your data, or when you decide to share or otherwise upload your data to a digital repository. Adopting RDM practices will also help you more easily comply with the data management plan (DMP) required for obtaining grants from many funding agencies and institutions.

Does data need to be retained after a project is completed?

Research data must be retained in sufficient detail and for an adequate period of time to enable appropriate responses to questions about accuracy, authenticity, primacy and compliance with laws and regulations governing the conduct of the research. External funding agencies will each have different requirements regarding storage, retention, and availability of research data. Please carefully review your award or agreement for the disposition of data requirements and data retention policies.

A good data management plan begins by understanding the sponsor requirements funding your research. As a principal investigator (PI) it is your responsibility to be knowledgeable of sponsors requirements. The Data Management Plan Tool (DMPTool) has been designed to help PIs adhere to sponsor requirements efficiently and effectively. It is strongly recommended that you take advantage of the DMPTool.  

CWRU has an institutional account with DMPTool that enables users to access all of its resources via your Single Sign On credentials. CWRU's DMPTool account is supported by members of the Digital Scholarship team with the Freedman Center for Digital Scholarship. Please use the RDM Intake Request form to schedule a consultation if you would like support or guidance regarding developing a Data Management Plan.

Some basic steps to get started:

• Sign into the  DMPTool site  to start creating a DMP for managing and sharing your data. 
• On the DMPTool site, you can find the most up to date templates for creating a DMP for a long list of funders, including the NIH, NEH, NSF, and more. 
• Explore sample DMPs to see examples of successful plans .

Be sure that your DMP is addressing any and all federal and/or funder requirements and associated DMP templates that may apply to your project. It is strongly recommended that investigators submitting proposals to the NIH utilize this tool. 

The NIH is mandating Data Management and Sharing Plans for all proposals submitted after Jan. 25, 2023.  Guidance for completing a NIH Data Management Plan has its own dedicated content to provide investigators detailed guidance on development of these plans for inclusion in proposals. 

A Data Management Plan can help create and maintain reliable data and promote project success. DMPs, when carefully constructed and reliably adhered to, help guide elements of your research and data organization.

A DMP can help you:

Document your process and data.

• Maintain a file with information on researchers and collaborators and their roles, sponsors/funding sources, methods/techniques/protocols/standards used, instrumentation, software (w/versions), references used, any applicable restrictions on its distribution or use.
• Establish how you will document file changes, name changes, dates of changes, etc. Where will you record of these changes? Try to keep this sort of information in a plain text file located in the same folder as the files to which it pertains.
• How are derived data products created? A DMP encourages consistent description of data processing performed, software (including version number) used, and analyses applied to data.
• Establish regular forms or templates for data collection. This helps reduce gaps in your data, promotes consistency throughout the project.

Explain your data

• From the outset, consider why your data were collected, what the known and expected conditions may be for collection, and information such as time and place, resolution, and standards of data collected.
• What attributes, fields, or parameters will be studied and included in your data files? Identify and describe these in each file that employs them.
• For an overview of data dictionaries, see the USGS page here: https://www.usgs.gov/products/data-and-tools/data-management/data-dictionaries

DMP Requirements

Why are you being asked to include a data management plan (DMP) in your grant application? For grants awarded by US governmental agencies, two federal memos from the US Office of Science and Technology Policy (OSTP), issued in 2013 and 2015 , respectively, have prompted this requirement. These memos mandate public access to federally- (and, thus, taxpayer-) funded research results, reflecting a commitment by the government to greater accountability and transparency. While "results" generally refers to the publications and reports produced from a research project, it is increasingly used to refer to the resulting data as well.

Federal research-funding agencies  have responded to the OSTP memos by issuing their own guidelines and requirements for grant applicants (see below), specifying whether and how research data in particular are to be managed in order to be publicly and properly accessible.

• NSF—National Science Foundation "Proposals submitted or due on or after January 18, 2011, must include a supplementary document of no more than two pages labeled 'Data Management Plan'. This supplementary document should describe how the proposal will conform to NSF policy on the dissemination and sharing of research results." Note: Additional requirements may apply per Directorate, Office, Division, Program, or other NSF unit.
• NIH—National Institutes of Health "To facilitate data sharing, investigators submitting a research application requesting $500,000 or more of direct costs in any single year to NIH on or after October 1, 2003 are expected to include a plan for sharing final research data for research purposes, or state why data sharing is not possible."
• NASA—National Aeronautics and Space Administration "The purpose of a Data Management Plan (DMP) is to address the management of data from Earth science missions, from the time of their data collection/observation, to their entry into permanent archives."
• DOD—Department of Defense "A Data Management Plan (DMP) describing the scientific data expected to be created or gathered in the course of a research project must be submitted to DTIC at the start of each research effort. It is important that DoD researchers document plans for preserving data at the outset, keeping in mind the potential utility of the data for future research or to support transition to operational or other environments. Otherwise, the data is lost as researchers move on to other efforts. The essential descriptive elements of the DMP are listed in section 3 of DoDI 3200.12, although the format of the plan may be adjusted to conform to standards established by the relevant scientific discipline or one that meets the requirements of the responsible Component"
• Department of Education "The purpose of this document is to describe the implementation of this policy on public access to data and to provide guidance to applicants for preparing the Data Management Plan (DMP) that must outline data sharing and be submitted with the grant application. The DMP should describe a plan to provide discoverable and citable dataset(s) with sufficient documentation to support responsible use by other researchers, and should address four interrelated concerns—access, permissions, documentation, and resources—which must be considered in the earliest stages of planning for the grant."
• " Office of Scientific and Technical Information (OSTI) Provides access to free, publicly-available research sponsored by the Department of Energy (DOE), including technical reports, bibliographic citations, journal articles, conference papers, books, multimedia, software, and data.

Data Management Best Practices

As you plan to collect data for research, keep in mind the following best practices. 

Keep Your Data Accessible to You

• Store your temporary working files somewhere easily accessible, like on a local hard drive or shared server.
• While cloud storage is a convenient solution for storage and sharing, there are often concerns about data privacy and preservation. Be sure to only put data in the cloud that you are comfortable with and that your funding and/or departmental requirements allow.
• For long-term storage, data should be put into preservation systems that are well-managed. [U]Tech provides several long-term data storage options for cloud and campus. 
• Don't keep your original data on a thumb drive or portable hard drive, as it can be easily lost or stolen.
• Think about file formats that have a long life and that are readable by many programs. Formats like ascii, .txt, .csv, .pdf are great for long term  preservation.
• A DMP is not a replacement for good data management practices, but it can set you on the right path if it is consistently followed. Consistently revisit your plan to ensure you are following it and adhering to funder requirements.

Preservation

• Know the difference between storing and preserving your data. True preservation is the ongoing process of making sure your data are secure and accessible for future generations. Many sponsors have preferred or recommended data repositories. The DMP tool can help you identify these preferred repositories. 
• Identify data with long-term value. Preserve the raw data and any intermediate/derived products that are expensive to reproduce or can be directly used for analysis. Preserve any scripted code that was used to clean and transform the data.
• Whenever converting your data from one format to another, keep a copy of the original file and format to avoid loss or corruption of your important files.
• Leverage online platforms like OSF can help your group organize, version, share, and preserve your data, if the sponsor hasn’t specified a specific platform.
• Adhere to federal sponsor requirements on utilizing accepted data repositories (NIH dbGaP, NIH SRA, NIH CRDC, etc.) for preservation. 

Backup, Backup, Backup

• The general rule is to keep 3 copies of your data: 2 copies onsite, 1 offsite.
• Backup your data regularly and frequently - automate the process if possible. This may mean weekly duplication of your working files to a separate drive, syncing your folders to a cloud service like Box, or dedicating a block of time every week to ensure you've copied everything to another location.

Organization

• Establish a consistent, descriptive filing system that is intelligible to future researchers and does not rely on your own inside knowledge of your research.
• A descriptive directory and file-naming structure should guide users through the contents to help them find whatever they are looking for.

Naming Conventions

• Use consistent, descriptive filenames that reliably indicate the contents of the file.
• If your discipline requires or recommends particular naming conventions, use them!
• Do not use spaces between words. Use either camelcase or underscores to separate words
• Include LastnameFirstname descriptors where appropriate.
• Avoid using MM-DD-YYYY formats
• Do not append vague descriptors like "latest" or "final" to your file versions. Instead, append the version's date or a consistently iterated version number.

Clean Your Data

• Mistakes happen, and often researchers don't notice at first. If you are manually entering data, be sure to double-check the entries for consistency and duplication. Often having a fresh set of eyes will help to catch errors before they become problems.
• Tabular data can often be error checked by sorting the fields alphanumerically to catch simple typos, extra spaces, or otherwise extreme outliers. Be sure to save your data before sorting it to ensure you do not disrupt the records!
• Programs like OpenRefine  are useful for checking for consistency in coding for records and variables, catching missing values, transforming data, and much more.

What should you do if you need assistance implementing RDM practices?

Whether it's because you need discipline-specific metadata standards for your data, help with securing sensitive data, or assistance writing a data management plan for a grant, help is available to you at CWRU. In addition to consulting the resources featured in this guide, you are encouraged to contact your department's liaison librarian.

If you are planning to submit a research proposal and need assistance with budgeting for data storage and or applications used to capture, manage, and or process data UTech provides information and assistance including resource boilerplates that list what centralized resources are available. 

More specific guidance for including a budget for Data Management and Sharing is included on this document: Budgeting for Data Management and Sharing . 

Custody of Research Data

The PI is the custodian of research data, unless agreed on in writing otherwise and the agreement is on file with the University, and is responsible for the collection, management, and retention of research data. The PI should adopt an orderly system of data organization and should communicate the chosen system to all members of a research group and to the appropriate administrative personnel, where applicable. Particularly for long-term research projects, the PI should establish and maintain procedures for the protection and management of essential records.

CWRU Custody of Research Data Policy  

Data Sharing

Many funding agencies require data to be shared for the purposes of reproducibility and other important scientific goals. It is important to plan for the timely release and sharing of final research data for use by other researchers.  The final release of data should be included as a key deliverable of the DMP. Knowledge of the discipline-specific database, data repository, data enclave, or archive store used to disseminate the data should also be documented as needed. 

The NIH is mandating Data Management and Sharing Plans for all proposals submitted after Jan. 25, 2023. Guidance for completing a NIH Data Management and Sharing Plan  has its own dedicated content to provide investigators detailed guidance on development of these plans for inclusion in proposals.

How to Create a Project Tracker in Excel

By Kate Eby | May 17, 2024

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We’ve compiled step-by-step directions on creating a project tracker to ensure the completion of all project tasks and keep projects progressing toward their deadlines. 

Included in this article, you’ll find the following:

• Guide to creating a project tracker in Excel
• Excel project tracker template with sample data
• Useful chart to help you pick the best template

What Is a Project Tracker?

A  project tracker is a project management tool used for monitoring multiple projects so that they stay on schedule and within budget. Managers can use project trackers as a single source of data for listing and auditing project tasks.

To accurately track all your projects’ tasks, owners, timelines, budgets, and hours, download the project tracker template from this page. Once you download the template, you can easily start tracking and managing your projects with the template’s user-friendly layout.

Use the following step-by-step instructions to create a project tracker in Excel.   

1. Download and Open the Simple Multiple Project Tracking Template

Download the  simple multiple project tracking template to your computer, and save it using your preferred file-naming conventions.

2. Enter the Company Name and Project Start Date

When you input the start date, the Gantt chart automatically updates to display the weekly timeline of your project.

3. Enter the Project Names, Task Titles, and Task Descriptions

Replace the sample text with your project and task names to customize the cells. 

4. Enter the Task Owners and Start Dates

Enter the task owners and the start dates of each task. 

5. Select a Status and Priority for Each Project and Task 

Use the drop-down menus to select the status and priority of each project and task. 

6. Enter the End Dates

The number of days for each project and task will auto-populate. The timelines will become visible in the Gantt chart. 

7. Enter the Deliverables and Percentage Complete

As you enter the percentage completed for each deliverable, the template will automatically calculate the total percentage of the project’s completion.

8. Enter the Fixed Costs

As you enter the fixed cost for each deliverable, the template will automatically calculate the total fixed cost of the project. 

9. Enter the Estimated and Actual Hours 

As you enter the estimated and actual hours for each deliverable, the template will automatically calculate the total estimated and actual hours of the project. 

Excel Simple Multiple Project Tracking Template

Download the Example Simple Multiple Project Tracking Template for Excel  

Download the Blank Simple Multiple Project Tracking Template for Excel

This easy-to-use template is ideal for project managers who need to organize and track multiple projects simultaneously. The template features a week-by-week Gantt chart for a visual representation of each project’s and task’s progress. The Gantt chart auto-populates color-coded timelines as you enter start and end dates. This template also includes sections for tracking total costs and hours spent on each task. 

For additional project tracking resources, check out these  free project tracking templates . 

Project Tracker Templates in Excel

Project tracker templates track many components of a project, including timelines, deadlines, budgets, and more. Check out the comprehensive list of project tracker templates below, and use the provided chart to choose the one that best fits your needs. 

Excel Project Management Issue Tracking Template

To track project issues and their solutions, download this  project management issue tracking template . It includes pie charts for a quick view of the status of outstanding issues. If you need a project management template, check out these  top project management templates in Excel .  

Project Time Tracking Template

To track the timeline of each project task, use this  project time tracking template . Once you enter a task's start and end date, the template automatically updates the Gantt chart to reflect your project's timeline. 

Multiple Project Budget Tracking Template

To track the budget of multiple projects, use this  multiple project budget tracking template . It includes a section for tracking labor and materials used. 

Agile Sprint Tracking Template

To track the sprints in an Agile project, use this  Agile sprint tracking template . The color-coded Gantt chart makes it easy to follow the progress and duration of every sprint.

Multiple Project Schedule Template

To track the timelines of multiple projects’ tasks, use this  multiple project schedule template . It allows you to schedule and track tasks monthly, quarterly, and annually. 

If you’re having trouble deciding which template is right for you, refer to the following chart: 

To guide and manage project execution, check out these  top project plan templates . 

Track Projects with Ease Using Real-Time Work Management in Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

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The DMPTool NIH DMSP Templates Project

• Nina Exner Virginia Commonwealth University https://orcid.org/0000-0002-8746-8364
• Seonyoung Kim Washington University in St. Louis https://orcid.org/0000-0002-8854-287X
• Katy Smith Saint Louis University https://orcid.org/0000-0003-3195-3317

The DMPTool NIH Data Management and Sharing Plan (DMSP) Templates Project was launched in response to the 2023 NIH Data Management and Sharing (DMS) Policy. This new policy introduced a more structured framework for DMS Plans, featuring six key elements, a departure from the 2003 NIH DMS policy. The project aimed to simplify the process for data librarians, research administrators, and researchers by providing a template with curated guidance, eliminating the need to navigate various policies and guidelines. The template breaks out each Plan section and subsection and provides related guidance and examples at the point of need.

This effort has resulted in two NIH DMSP Templates. The first is a generic template (NIH-Default) for all ICs, complying with NOT-OD-21-013 and NOT-OD-22-198. More recently, an NIMH-specific template (NIH-NIMH) was added based on NOT-MH-23-100 . As of October 2023, over 5,000 DMS Plans have been written using the main NIH-Default template and the NIH-NIMH alternative template.

Author Biographies

Nina exner, virginia commonwealth university.

Research Data Librarian/Associate Professor, VCU Libraries, Virginia Commonwealth University, Richmond, VA

Seonyoung Kim, Washington University in St. Louis

Senior Support Scientist in Data Management and Sharing Services Group of Bernard Becker Medical Library, Washington University School of Medicine in St. Louis, St. Louis, MO

Katy Smith, Saint Louis University

Health Sciences Librarian, Medical Center Library, Saint Louis University, St. Louis, MO

Copyright (c) 2024 Nina Exner, Seonyoung Kim, Katy Smith

This work is licensed under a Creative Commons Attribution 4.0 International License .

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