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How to Start a Research Project: A Step-by-Step Guide

Starting a research project can feel overwhelming, but breaking it down into manageable steps can make it easier. This guide will walk you through each stage, from choosing a topic to preparing for your final presentation. By following these steps, you'll be well on your way to completing a successful research project.

Key Takeaways

• Choose a topic that interests you and is feasible to research.
• Develop clear research questions and objectives to guide your study.
• Conduct a thorough literature review to understand the existing research.
• Create a detailed research plan with a timeline and methodology.
• Engage with stakeholders and incorporate their feedback throughout the project.

Choosing a Research Topic

Identifying research interests.

Start by thinking about what excites you. Pick a topic that you find fun and fulfilling . This will keep you motivated throughout your research. Make a list of subjects you enjoy and see how they can relate to your field of study.

Evaluating Topic Feasibility

Once you have a few ideas, check if they are too broad or too narrow. A good topic should be manageable within the time you have. Ask yourself if you can cover all aspects of the topic in your thesis.

Consulting with Advisors

If you have difficulty finding a topic, consult with your advisors. Present your ideas to them and seek their guidance. They can provide valuable insights and help you refine your topic to ensure it is both engaging and manageable.

Defining the Research Problem

Formulating research questions.

Once you have a topic, the next step is to formulate research questions . These questions should target what you want to find out. They can focus on describing, comparing, evaluating, or explaining the research problem. A strong research question should be specific enough to be answered thoroughly using appropriate methods. Avoid questions that can be answered with a simple "yes" or "no".

Justifying the Research Problem

After formulating your research questions, you need to justify why your research problem is important . Explain the significance of your research in the context of existing literature. Highlight the gaps your research aims to fill and how it will contribute to the field. This step is crucial for crafting a compelling research proposal.

Setting Research Objectives

Finally, set clear research objectives. These are the specific goals you aim to achieve through your research. They should align with your research questions and provide a roadmap for your study. Establishing well-defined objectives will make it easier to create a research plan and stay on track throughout the research process.

Conducting a Comprehensive Literature Review

Finding credible sources.

Start by gathering reliable sources for your research. Use academic databases, libraries, and journals to find books, articles, and papers related to your topic. Make sure to evaluate the credibility of each source. Primary sources like published articles or autobiographies are firsthand accounts, while secondary sources like critical reviews are more removed.

Analyzing Existing Research

Once you have your sources, read through them and take notes on key points. Look for different viewpoints and how they relate to your research question. This will help you understand the current state of research in your field. Skimming sources initially can save time; set aside useful ones for a full read later.

Identifying Research Gaps

Identify areas that haven't been explored or questions that haven't been answered. These gaps can provide a direction for your own research. For example, if you're studying the impact of WhatsApp on communication, look for what hasn't been covered in existing studies. This will make your research more valuable and original.

Developing a Detailed Research Plan

Creating a solid research plan is crucial for the success of your thesis . It helps you stay organized and ensures that you cover all necessary aspects of your research.

Engaging with Stakeholders

Identifying key stakeholders.

To start, you need to identify all the key stakeholders involved in your research project. Stakeholders can include funders, academic supervisors, and anyone who will be affected by your study. Identifying potential resistance early on can help you address concerns before they become major issues.

Conducting Stakeholder Meetings

Once you have identified your stakeholders, the next step is to conduct meetings with them. These meetings are crucial for understanding their needs and expectations. Here are some steps to ensure productive meetings:

• Identify all stakeholders : Make a list of everyone affected by your project, including customers and end users.
• Keep communication open: Regular updates and open discussions help in aligning everyone's expectations.
• Present your project plan: Explain how your plan addresses stakeholders' expectations and be open to feedback.
• Determine roles: Decide who needs to see which reports and how often, and identify which decisions need approval and by whom.

Incorporating Stakeholder Feedback

Engaging stakeholders allows organizations to identify potential sources of resistance early in the change process. Incorporating their feedback is essential for the success of your project. Make sure to document all feedback and adjust your research plan accordingly. This will not only improve the quality of your research but also ensure that all stakeholders are on board with your project.

Selecting Appropriate Research Methods

Qualitative vs Quantitative Methods

When choosing research methods , you need to decide between qualitative and quantitative approaches. Qualitative methods involve collecting non-numerical data, such as interviews and focus groups, to understand experiences and opinions. On the other hand, quantitative methods focus on numerical data and statistical analysis, like surveys and experiments. Sometimes, a mixed-method approach, combining both qualitative and quantitative techniques, can provide a more comprehensive understanding of your research problem.

Choosing Data Collection Tools

Selecting the right data collection tools is crucial for gathering accurate and reliable data. Common tools include:

• Surveys : Useful for collecting data from a large number of participants.
• Interviews : Provide in-depth insights through one-on-one conversations.
• Focus Groups : Gather diverse perspectives through group discussions.
• Observations : Allow you to study behaviors in natural settings.

Each tool has its strengths and weaknesses, so choose the one that best aligns with your research objectives.

Ensuring Ethical Compliance

Ethical compliance is a fundamental aspect of any research project. Make sure to obtain informed consent from all participants and ensure their privacy and confidentiality. Additionally, consider any potential risks to participants and take steps to minimize them. Ethical research not only protects participants but also enhances the credibility of your study.

Implementing the Research Plan

Data Collection Procedures

To start, you need to establish clear data collection procedures . This involves selecting the right tools and methods for gathering data. Whether you choose surveys, interviews, or experiments, ensure that your methods align with your research objectives. It's crucial to define the purpose of your project and identify research objectives before diving into data collection.

Data Analysis Techniques

Once data is collected, the next step is to analyze it. Choose appropriate data analysis techniques that suit your research design. This could involve statistical analysis for quantitative data or thematic analysis for qualitative data. Remember, the goal is to derive meaningful insights that address your research questions.

Maintaining Research Integrity

Maintaining research integrity is essential throughout the implementation phase. This means adhering to ethical guidelines, ensuring data accuracy, and avoiding any form of bias. By maintaining high standards, you ensure the credibility and reliability of your research findings.

Writing the Research Proposal

Structuring the proposal.

Creating a well-structured research proposal is essential for clearly communicating your research plan. Start with an introduction that outlines the background and significance of your study. Follow this with a literature review that situates your research within the existing body of work. Next, detail your research design and methodology, explaining how you will collect and analyze data. Finally, include a timeline and budget if required. A clear structure helps reviewers understand your research plan and its feasibility.

Articulating the Research Statement

Your research statement is the heart of your proposal. It should clearly define the problem you aim to address and why it is important. Make sure your statement is specific, measurable, and achievable. This will guide your entire research process and help you stay focused. A strong research statement is crucial for convincing reviewers of the value of your study.

Defining KPIs and Metrics

Key Performance Indicators (KPIs) and metrics are essential for measuring the success of your research. Identify the specific outcomes you aim to achieve and how you will measure them. Common metrics include data accuracy, response rates, and completion times. Including KPIs in your proposal shows that you have a clear plan for evaluating your research's impact.

Managing the Research Project

Setting milestones.

Creating a timeline with specific milestones is essential for tracking your progress. For example, aim to complete your literature review by the end of the first month. These milestones will help you stay on track and make adjustments as needed. Regularly review and update your timeline to reflect your current status and any changes in your schedule.

Tracking Progress

To ensure that you are meeting your milestones, it's important to track your progress consistently. Use tools like Gantt charts or project management software to visualize your progress. Regular check-ins with your team can also help identify any issues early on and keep everyone aligned with the project goals.

Adjusting the Plan as Needed

Flexibility is key in managing a research project. Unexpected challenges may arise, requiring you to adjust your plan. Be prepared to reallocate resources or extend deadlines if necessary. Consulting with your advisors can provide valuable insights and help you make informed decisions when adjustments are needed.

Drafting and Revising the Research Paper

Organizing the paper.

Start by creating a clear structure for your paper. This includes an introduction, body, and conclusion. Use a mind map or outline to group your ideas logically . This will help you stay organized and ensure that your paper flows smoothly.

Revising for Clarity and Coherence

Revising is a crucial part of the writing process. Read your paper out loud to catch any awkward sentences or unclear points. Make sure each paragraph supports your thesis statement and that your ideas are clearly organized. Don't hesitate to remove or revise sections that don't fit.

Maintaining Academic Integrity

Always cite your sources correctly to avoid plagiarism. Use a consistent citation style and double-check your references. This not only upholds academic standards but also enhances the credibility of your work.

Preparing for the Final Presentation

Creating visual aids.

Visual aids are essential for making your presentation engaging and easy to follow. Use slides, charts, and graphs to highlight key points . Ensure that your visuals are clear and not cluttered with too much information. Effective visual aids can make complex data more understandable and keep your audience engaged.

Practicing the Presentation

Practice is crucial for a successful presentation. Rehearse multiple times to get comfortable with the material and the flow of your talk. Consider practicing in front of friends or family to get feedback. This will help you refine your delivery and timing. Remember, the goal is to communicate your research clearly and confidently.

Handling Q&A Sessions

Anticipate questions that your audience might ask and prepare answers in advance. This will help you handle the Q&A session smoothly. Be honest if you don't know an answer and offer to follow up later. Handling questions well can demonstrate your deep understanding of the topic and leave a positive impression on your audience.

Getting ready for your final presentation can be nerve-wracking, but it doesn't have to be. Start by organizing your main points and practicing your delivery. Remember, confidence comes from preparation. For more tips and a step-by-step guide to ace your presentation, visit our website today !

Starting a research project may seem daunting, but breaking it down into manageable steps can make the process much more approachable. By clearly defining your research subject, engaging with stakeholders, crafting a precise research statement, and establishing key performance indicators, you set a strong foundation for your project. Choosing the right methodology and creating a detailed timeline will help ensure that your research is well-organized and on track. Remember, the key to a successful research project is thorough planning and consistent effort. With these steps, you can confidently navigate your research journey and achieve meaningful results.

Frequently Asked Questions

How do i choose a good research topic.

Start by thinking about what interests you. Pick a topic that you find fun and fulfilling. This will keep you motivated throughout your research. Make a list of subjects you enjoy and see how they can relate to your field of study.

What should I include in the introduction of my research paper?

Your introduction should set the stage for your research. Provide some background information and clearly state what your research will cover. This helps readers understand the context and significance of your work.

How do I create a timeline for my research project?

Break down your research into smaller tasks and assign time frames to each. This helps you manage your time and stay organized throughout the project. Use a table or chart to keep track of deadlines.

What is the best way to organize my research data?

Review the data you have and reorganize it so that the most important parts are central to your research. Set aside any information that is less relevant. Use digital folders or reference management software to keep everything organized.

How do I choose a thesis supervisor?

Look for a supervisor who is supportive and knowledgeable in your area of study. Good communication is key, so make sure you establish a good rapport with them from the start.

Where should I place my thesis statement?

A good place for your thesis statement is at the end of your introduction. This helps to clearly outline your main argument or point right from the start.

What should I do if I feel stuck during my research project?

If you feel stuck, take a break and revisit your work with fresh eyes. Talk to your advisor or peers for new perspectives. Sometimes, stepping away for a bit can help you see things more clearly.

How do I ensure my research is ethical?

Make sure your research complies with ethical guidelines. This includes getting consent from participants, ensuring their privacy, and being honest about your findings. Consult your institution's ethics board if you have questions.

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

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

Table of Contents

How To Write a Research Proposal

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

1. Title and Abstract

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

2. Introduction:

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

3. Research Objectives

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

4. Literature Review:

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

5. Methodology:

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

6. Timeline:

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

7. Resources:

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

8. Ethical Considerations:

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

9. Expected Outcomes and Significance:

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

10. References:

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

11. Appendices:

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

Research Proposal Format

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

1. Title Page:

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

2. Abstract:

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

3. Introduction:

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

5. Research Objectives:

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

6. Methodology:

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

7. Timeline:

8. Resources:

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

9. Ethical Considerations:

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

10. Expected Outcomes and Significance:

11. References:

12. Appendices:

Research Proposal Template

Here’s a template for a research proposal:

1. Introduction:

2. Literature Review:

3. Research Objectives:

4. Methodology:

5. Timeline:

6. Resources:

7. Ethical Considerations:

8. Expected Outcomes and Significance:

9. References:

10. Appendices:

Research Proposal Sample

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

1. Introduction

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

2. Objectives

The main objectives of this research are as follows:

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

3. Methodology

3.1 Study Design

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

3.2 Participants

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

3.3 Data Collection

The research will employ the following data collection methods:

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

3.4 Data Analysis

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

4. Ethical Considerations

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

5. Significance and Expected Outcomes

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

6. Timeline

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

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

8. Conclusion

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

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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How To Write A Research Paper

Step-By-Step Tutorial With Examples + FREE Template

By: Derek Jansen (MBA) | Expert Reviewer: Dr Eunice Rautenbach | March 2024

For many students, crafting a strong research paper from scratch can feel like a daunting task – and rightly so! In this post, we’ll unpack what a research paper is, what it needs to do , and how to write one – in three easy steps. 🙂 

Overview: Writing A Research Paper

What (exactly) is a research paper.

• How to write a research paper
• Stage 1 : Topic & literature search
• Stage 2 : Structure & outline
• Stage 3 : Iterative writing
• Key takeaways

Let’s start by asking the most important question, “ What is a research paper? ”.

Simply put, a research paper is a scholarly written work where the writer (that’s you!) answers a specific question (this is called a research question ) through evidence-based arguments . Evidence-based is the keyword here. In other words, a research paper is different from an essay or other writing assignments that draw from the writer’s personal opinions or experiences. With a research paper, it’s all about building your arguments based on evidence (we’ll talk more about that evidence a little later).

Now, it’s worth noting that there are many different types of research papers , including analytical papers (the type I just described), argumentative papers, and interpretative papers. Here, we’ll focus on analytical papers , as these are some of the most common – but if you’re keen to learn about other types of research papers, be sure to check out the rest of the blog .

With that basic foundation laid, let’s get down to business and look at how to write a research paper .

Overview: The 3-Stage Process

While there are, of course, many potential approaches you can take to write a research paper, there are typically three stages to the writing process. So, in this tutorial, we’ll present a straightforward three-step process that we use when working with students at Grad Coach.

These three steps are:

• Finding a research topic and reviewing the existing literature
• Developing a provisional structure and outline for your paper, and
• Writing up your initial draft and then refining it iteratively

Let’s dig into each of these.

Need a helping hand?

Step 1: Find a topic and review the literature

As we mentioned earlier, in a research paper, you, as the researcher, will try to answer a question . More specifically, that’s called a research question , and it sets the direction of your entire paper. What’s important to understand though is that you’ll need to answer that research question with the help of high-quality sources – for example, journal articles, government reports, case studies, and so on. We’ll circle back to this in a minute.

The first stage of the research process is deciding on what your research question will be and then reviewing the existing literature (in other words, past studies and papers) to see what they say about that specific research question. In some cases, your professor may provide you with a predetermined research question (or set of questions). However, in many cases, you’ll need to find your own research question within a certain topic area.

Finding a strong research question hinges on identifying a meaningful research gap – in other words, an area that’s lacking in existing research. There’s a lot to unpack here, so if you wanna learn more, check out the plain-language explainer video below.

Once you’ve figured out which question (or questions) you’ll attempt to answer in your research paper, you’ll need to do a deep dive into the existing literature – this is called a “ literature search ”. Again, there are many ways to go about this, but your most likely starting point will be Google Scholar .

If you’re new to Google Scholar, think of it as Google for the academic world. You can start by simply entering a few different keywords that are relevant to your research question and it will then present a host of articles for you to review. What you want to pay close attention to here is the number of citations for each paper – the more citations a paper has, the more credible it is (generally speaking – there are some exceptions, of course).

Ideally, what you’re looking for are well-cited papers that are highly relevant to your topic. That said, keep in mind that citations are a cumulative metric , so older papers will often have more citations than newer papers – just because they’ve been around for longer. So, don’t fixate on this metric in isolation – relevance and recency are also very important.

Beyond Google Scholar, you’ll also definitely want to check out academic databases and aggregators such as Science Direct, PubMed, JStor and so on. These will often overlap with the results that you find in Google Scholar, but they can also reveal some hidden gems – so, be sure to check them out.

Once you’ve worked your way through all the literature, you’ll want to catalogue all this information in some sort of spreadsheet so that you can easily recall who said what, when and within what context. If you’d like, we’ve got a free literature spreadsheet that helps you do exactly that.

Step 2: Develop a structure and outline

With your research question pinned down and your literature digested and catalogued, it’s time to move on to planning your actual research paper .

It might sound obvious, but it’s really important to have some sort of rough outline in place before you start writing your paper. So often, we see students eagerly rushing into the writing phase, only to land up with a disjointed research paper that rambles on in multiple

Now, the secret here is to not get caught up in the fine details . Realistically, all you need at this stage is a bullet-point list that describes (in broad strokes) what you’ll discuss and in what order. It’s also useful to remember that you’re not glued to this outline – in all likelihood, you’ll chop and change some sections once you start writing, and that’s perfectly okay. What’s important is that you have some sort of roadmap in place from the start.

At this stage you might be wondering, “ But how should I structure my research paper? ”. Well, there’s no one-size-fits-all solution here, but in general, a research paper will consist of a few relatively standardised components:

• Introduction
• Literature review
• Methodology

Let’s take a look at each of these.

First up is the introduction section . As the name suggests, the purpose of the introduction is to set the scene for your research paper. There are usually (at least) four ingredients that go into this section – these are the background to the topic, the research problem and resultant research question , and the justification or rationale. If you’re interested, the video below unpacks the introduction section in more detail. 

The next section of your research paper will typically be your literature review . Remember all that literature you worked through earlier? Well, this is where you’ll present your interpretation of all that content . You’ll do this by writing about recent trends, developments, and arguments within the literature – but more specifically, those that are relevant to your research question . The literature review can oftentimes seem a little daunting, even to seasoned researchers, so be sure to check out our extensive collection of literature review content here .

With the introduction and lit review out of the way, the next section of your paper is the research methodology . In a nutshell, the methodology section should describe to your reader what you did (beyond just reviewing the existing literature) to answer your research question. For example, what data did you collect, how did you collect that data, how did you analyse that data and so on? For each choice, you’ll also need to justify why you chose to do it that way, and what the strengths and weaknesses of your approach were.

Now, it’s worth mentioning that for some research papers, this aspect of the project may be a lot simpler . For example, you may only need to draw on secondary sources (in other words, existing data sets). In some cases, you may just be asked to draw your conclusions from the literature search itself (in other words, there may be no data analysis at all). But, if you are required to collect and analyse data, you’ll need to pay a lot of attention to the methodology section. The video below provides an example of what the methodology section might look like.

By this stage of your paper, you will have explained what your research question is, what the existing literature has to say about that question, and how you analysed additional data to try to answer your question. So, the natural next step is to present your analysis of that data . This section is usually called the “results” or “analysis” section and this is where you’ll showcase your findings.

Depending on your school’s requirements, you may need to present and interpret the data in one section – or you might split the presentation and the interpretation into two sections. In the latter case, your “results” section will just describe the data, and the “discussion” is where you’ll interpret that data and explicitly link your analysis back to your research question. If you’re not sure which approach to take, check in with your professor or take a look at past papers to see what the norms are for your programme.

Alright – once you’ve presented and discussed your results, it’s time to wrap it up . This usually takes the form of the “ conclusion ” section. In the conclusion, you’ll need to highlight the key takeaways from your study and close the loop by explicitly answering your research question. Again, the exact requirements here will vary depending on your programme (and you may not even need a conclusion section at all) – so be sure to check with your professor if you’re unsure.

Step 3: Write and refine

Finally, it’s time to get writing. All too often though, students hit a brick wall right about here… So, how do you avoid this happening to you?

Well, there’s a lot to be said when it comes to writing a research paper (or any sort of academic piece), but we’ll share three practical tips to help you get started.

First and foremost , it’s essential to approach your writing as an iterative process. In other words, you need to start with a really messy first draft and then polish it over multiple rounds of editing. Don’t waste your time trying to write a perfect research paper in one go. Instead, take the pressure off yourself by adopting an iterative approach.

Secondly , it’s important to always lean towards critical writing , rather than descriptive writing. What does this mean? Well, at the simplest level, descriptive writing focuses on the “ what ”, while critical writing digs into the “ so what ” – in other words, the implications . If you’re not familiar with these two types of writing, don’t worry! You can find a plain-language explanation here.

Last but not least, you’ll need to get your referencing right. Specifically, you’ll need to provide credible, correctly formatted citations for the statements you make. We see students making referencing mistakes all the time and it costs them dearly. The good news is that you can easily avoid this by using a simple reference manager . If you don’t have one, check out our video about Mendeley, an easy (and free) reference management tool that you can start using today.

Recap: Key Takeaways

We’ve covered a lot of ground here. To recap, the three steps to writing a high-quality research paper are:

• To choose a research question and review the literature
• To plan your paper structure and draft an outline
• To take an iterative approach to writing, focusing on critical writing and strong referencing

Remember, this is just a b ig-picture overview of the research paper development process and there’s a lot more nuance to unpack. So, be sure to grab a copy of our free research paper template to learn more about how to write a research paper.

Can you help me with a full paper template for this Abstract:

Background: Energy and sports drinks have gained popularity among diverse demographic groups, including adolescents, athletes, workers, and college students. While often used interchangeably, these beverages serve distinct purposes, with energy drinks aiming to boost energy and cognitive performance, and sports drinks designed to prevent dehydration and replenish electrolytes and carbohydrates lost during physical exertion.

Objective: To assess the nutritional quality of energy and sports drinks in Egypt.

Material and Methods: A cross-sectional study assessed the nutrient contents, including energy, sugar, electrolytes, vitamins, and caffeine, of sports and energy drinks available in major supermarkets in Cairo, Alexandria, and Giza, Egypt. Data collection involved photographing all relevant product labels and recording nutritional information. Descriptive statistics and appropriate statistical tests were employed to analyze and compare the nutritional values of energy and sports drinks.

Results: The study analyzed 38 sports drinks and 42 energy drinks. Sports drinks were significantly more expensive than energy drinks, with higher net content and elevated magnesium, potassium, and vitamin C. Energy drinks contained higher concentrations of caffeine, sugars, and vitamins B2, B3, and B6.

Conclusion: Significant nutritional differences exist between sports and energy drinks, reflecting their intended uses. However, these beverages’ high sugar content and calorie loads raise health concerns. Proper labeling, public awareness, and responsible marketing are essential to guide safe consumption practices in Egypt.

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• 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 3 September 2024, from https://www.scribbr.co.uk/the-research-process/research-proposal-explained/

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

Last updated

30 January 2024

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

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

• What is a research plan?

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

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

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

• Why do you need a research plan?

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

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

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

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

Project organization and structure

Well-informed participants

All stakeholders and teams align in support of the project

Clearly defined project definitions and purposes

Distractions are eliminated, prioritizing task focus

Timely management of individual task schedules and roles

Costly reworks are avoided

• What should a research plan include?

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

Specific project goals and individual objectives

Ideal strategies or methods for reaching those goals

Required resources

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

Key performance indicators (KPIs)

Project background

Research and testing support

Preliminary studies and progress reporting mechanisms

Cost estimates and change order processes

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

• How to write a research plan for your project

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

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

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

Define your project’s purpose

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

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

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

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

What you’re doing

Why you’re doing it

What you expect from it

Identify individual objectives

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

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

Select research methods

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

Research methods might include any of the following:

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

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

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

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

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

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

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

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

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

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

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

What do you plan to do with the research findings?

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

Recruit participants and allocate tasks

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

Prepare a thorough project summary

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

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

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

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

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

Create a realistic timeline

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

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

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

Determine how to present your results

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

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

Presentations and slides

A project report booklet

A project findings pamphlet

Documents with key takeaways and statistics

Graphic visuals to support your findings

• Format your research plan

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

Find format inspiration among the following layouts:

Written outlines

Narrative storytelling

Visual mapping

Graphic timelines

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

• Research plan example

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

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

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

Project title

Project members involved in the research plan

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

Objective 1 (provide a short description for each objective)

Objective 2

Objective 3

Proposed timeline

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

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

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

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

Customizing a research plan template

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

Introductions to participants and stakeholders

Background problems and needs statement

Significance, ethics, and purpose

Research methods, questions, and designs

Preliminary beliefs and expectations

Implications and intended outcomes

Realistic timelines for each phase

Conclusion and presentations

How many pages should a research plan be?

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

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

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

What are the seven steps to developing a research plan?

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

Defining the problem

Identifying goals

Choosing research methods

Recruiting participants

Preparing the brief or summary

Establishing task timelines

Defining how you will present the findings

Should you be using a customer insights hub?

Do you want to discover previous research faster?

Do you share your research findings with others?

Do you analyze research data?

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How to Get Started With a Research Project

Last Updated: October 3, 2023 Fact Checked

This article was co-authored by Chris Hadley, PhD . Chris Hadley, PhD is part of the wikiHow team and works on content strategy and data and analytics. Chris Hadley earned his PhD in Cognitive Psychology from UCLA in 2006. Chris' academic research has been published in numerous scientific journals. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 313,928 times.

You'll be required to undertake and complete research projects throughout your academic career and even, in many cases, as a member of the workforce. Don't worry if you feel stuck or intimidated by the idea of a research project, with care and dedication, you can get the project done well before the deadline!

Development and Foundation

• Don't hesitate while writing down ideas. You'll end up with some mental noise on the paper – silly or nonsensical phrases that your brain just pushes out. That's fine. Think of it as sweeping the cobwebs out of your attic. After a minute or two, better ideas will begin to form (and you might have a nice little laugh at your own expense in the meantime).

• Some instructors will even provide samples of previously successful topics if you ask for them. Just be careful that you don't end up stuck with an idea you want to do, but are afraid to do because you know someone else did it before.

• For example, if your research topic is “urban poverty,” you could look at that topic across ethnic or sexual lines, but you could also look into corporate wages, minimum wage laws, the cost of medical benefits, the loss of unskilled jobs in the urban core, and on and on. You could also try comparing and contrasting urban poverty with suburban or rural poverty, and examine things that might be different about both areas, such as diet and exercise levels, or air pollution.

• Think in terms of questions you want answered. A good research project should collect information for the purpose of answering (or at least attempting to answer) a question. As you review and interconnect topics, you'll think of questions that don't seem to have clear answers yet. These questions are your research topics.

• Don't limit yourself to libraries and online databases. Think in terms of outside resources as well: primary sources, government agencies, even educational TV programs. If you want to know about differences in animal population between public land and an Indian reservation, call the reservation and see if you can speak to their department of fish and wildlife.
• If you're planning to go ahead with original research, that's great – but those techniques aren't covered in this article. Instead, speak with qualified advisors and work with them to set up a thorough, controlled, repeatable process for gathering information.

• If your plan comes down to “researching the topic,” and there aren't any more specific things you can say about it, write down the types of sources you plan to use instead: books (library or private?), magazines (which ones?), interviews, and so on. Your preliminary research should have given you a solid idea of where to begin.

Expanding Your Idea with Research

• It's generally considered more convincing to source one item from three different authors who all agree on it than it is to rely too heavily on one book. Go for quantity at least as much as quality. Be sure to check citations, endnotes, and bibliographies to get more potential sources (and see whether or not all your authors are just quoting the same, older author).
• Writing down your sources and any other relevant details (such as context) around your pieces of information right now will save you lots of trouble in the future.

• Use many different queries to get the database results you want. If one phrasing or a particular set of words doesn't yield useful results, try rephrasing it or using synonymous terms. Online academic databases tend to be dumber than the sum of their parts, so you'll have to use tangentially related terms and inventive language to get all the results you want.

• If it's sensible, consider heading out into the field and speaking to ordinary people for their opinions. This isn't always appropriate (or welcomed) in a research project, but in some cases, it can provide you with some excellent perspective for your research.
• Review cultural artifacts as well. In many areas of study, there's useful information on attitudes, hopes, and/or concerns of people in a particular time and place contained within the art, music, and writing they produced. One has only to look at the woodblock prints of the later German Expressionists, for example, to understand that they lived in a world they felt was often dark, grotesque, and hopeless. Song lyrics and poetry can likewise express strong popular attitudes.

Expert Q&A

• Start early. The foundation of a great research project is the research, which takes time and patience to gather even if you aren't performing any original research of your own. Set aside time for it whenever you can, at least until your initial gathering phase is complete. Past that point, the project should practically come together on its own. Thanks Helpful 1 Not Helpful 0
• When in doubt, write more, rather than less. It's easier to pare down and reorganize an overabundance of information than it is to puff up a flimsy core of facts and anecdotes. Thanks Helpful 1 Not Helpful 0

• Respect the wishes of others. Unless you're a research journalist, it's vital that you yield to the wishes and requests of others before engaging in original research, even if it's technically ethical. Many older American Indians, for instance, harbor a great deal of cultural resentment towards social scientists who visit reservations for research, even those invited by tribal governments for important reasons such as language revitalization. Always tread softly whenever you're out of your element, and only work with those who want to work with you. Thanks Helpful 8 Not Helpful 2
• Be mindful of ethical concerns. Especially if you plan to use original research, there are very stringent ethical guidelines that must be followed for any credible academic body to accept it. Speak to an advisor (such as a professor) about what you plan to do and what steps you should take to verify that it will be ethical. Thanks Helpful 6 Not Helpful 2

You Might Also Like

• ↑ http://www.butte.edu/departments/cas/tipsheets/research/research_paper.html
• ↑ https://www.nhcc.edu/academics/library/doing-library-research/basic-steps-research-process
• ↑ https://library.sacredheart.edu/c.php?g=29803&p=185905
• ↑ https://owl.purdue.edu/owl/general_writing/common_writing_assignments/research_papers/choosing_a_topic.html
• ↑ https://www.unr.edu/writing-speaking-center/student-resources/writing-speaking-resources/using-an-interview-in-a-research-paper
• ↑ https://www.science.org/content/article/how-review-paper

About This Article

The easiest way to get started with a research project is to use your notes and other materials to come up with topics that interest you. Research your favorite topic to see if it can be developed, and then refine it into a research question. Begin thoroughly researching, and collect notes and sources. To learn more about finding reliable and helpful sources while you're researching, continue reading! Did this summary help you? Yes No

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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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The Research Whisperer

Just like the thesis whisperer – but with more money, how to make a simple research budget.

Every research project needs a budget*.

If you are applying for funding, you must say what you are planning to spend that funding on. More than that, you need to show how spending that money will help you to answer your research question .

So, developing the budget is the perfect time to plan your project clearly . A good budget shows the assessors that you have thought about your research in detail and, if it is done well, it can serve as a great, convincing overview of the project.

Here are five steps to create a simple budget for your research project.

1. List your activities

Make a list of everything that you plan to do in the project, and who is going to do it.

Take your methodology and turn it into a step-by-step plan. Have you said that you will interview 50 people? Write it on your list.

Are you performing statistical analysis on your sample?  Write it down.

Think through the implications of what you are going to do. Do you need to use a Thingatron? Note down that you will need to buy it, install it, and commission it.

What about travel? Write down each trip separately. Be specific. You can’t just go to ‘South East Asia’ to do fieldwork. You need to go to Kuala Lumpur to interview X number of people over Y weeks, then the same again for Singapore and Jakarta.

Your budget list might look like this:

• I’m going to do 10 interviews in Kuala Lumpur; 10 interviews in Singapore; 10 interviews in Jakarta by me.
• I’ll need teaching release for three months for fieldwork.
• I’ll need Flights to KL, Singapore, Jakarta and back to Melbourne.
• I’ll need Accommodation for a month in each place, plus per diem.
• The transcription service will transcribe the 30 interviews.
• I’ll analysis the transcribed results. (No teaching release required – I’ll do it in my meagre research time allowance.)
• I’ll need a Thingatron X32C to do the trials.
• Thing Inc will need to install the Thingatron. (I wonder how long that will take.)
• The research assistant will do three trials a month with the Thingatron.
• I’ll need to hire a research assistant (1 day per week for a year at Level B1.)
• The research assistant will do the statistical analysis of the Thingatron results.
• I’ll do the writing up in my research allowance time.

By the end, you should feel like you have thought through the entire project in detail. You should be able to walk someone else through the project, so grab a critical friend and read the list to them. If they ask questions, write down the answers.

This will help you to get to the level of specificity you need for the next step.

2. Check the rules again

You’ve already read the funding rules, right? If not, go and read them now – I’ll wait right here until you get back.

Once you’ve listed everything you want to do, go back and read the specific rules for budgets again. What is and isn’t allowed? The funding scheme won’t pay for equipment – you’ll need to fund your Thingatron from somewhere else. Cross it off.

Some schemes won’t fund people. Others won’t fund travel. It is important to know what you need for your project. It is just as important to know what you can include in the application that you are writing right now.

Most funding schemes won’t fund infrastructure (like building costs) and other things that aren’t directly related to the project. Some will, though. If they do, you should include overheads (i.e. the general costs that your organisation needs to keep running). This includes the cost of basics like power and lighting; desks and chairs; and cleaners and security staff. It also includes service areas like the university library. Ask your finance officer for help with this. Often, it is a percentage of the overall cost of the project.

If you are hiring people, don’t forget to use the right salary rate and include salary on-costs. These are the extra costs that an organisation has to pay for an employee, but that doesn’t appear in their pay check. This might include things like superannuation, leave loading, insurance, and payroll tax. Once again, your finance officer can help with this.

Your budget list might now look like this:

• 10 interviews in Kuala Lumpur; 10 interviews in Singapore; 10 interviews in Jakarta by me.
• Teaching release for three months for fieldwork.
• Flights to KL, Singapore, Jakarta and back to Melbourne.
• Accommodation for a month in each place, plus per diem, plus travel insurance (rule 3F).
• Transcription of 30 interviews, by the transcription service.
• Analysis of transcribed results, by me. No teaching release required.
• Purchase and install Thingatron X32C, by Thing Inc . Not allowed by rule 3C . Organise access to Thingatron via partner organistion – this is an in-kind contribution to the project.
• Three trials a month with Thingatron, by research assistant.
• Statistical analysis of Thingatron results, by research assistant.
• Research assistant: 1 day per week for a year at Level B1, plus 25.91% salary on-costs.
• Overheads at 125% of total cash request, as per rule 3H.

3. Cost each item

For each item on your list, find a reasonable cost for it . Are you going to interview the fifty people and do the statistical analysis yourself? If so, do you need time release from teaching? How much time? What is your salary for that period of time, or how much will it cost to hire a replacement? Don’t forget any hidden costs, like salary on-costs.

If you aren’t going to do the work yourself, work out how long you need a research assistant for. Be realistic. Work out what level you want to employ them at, and find out how much that costs.

How much is your Thingatron going to cost? Sometimes, you can just look that stuff up on the web. Other times, you’ll need to ring a supplier, particularly if there are delivery and installation costs.

Jump on a travel website and find reasonable costs for travel to Kuala Lumpur and the other places. Find accommodation costs for the period that you are planning to stay, and work out living expenses. Your university, or your government, may have per diem rates for travel like this.

Make a note of where you got each of your estimates from. This will be handy later, when you write the budget justification.

• 10 interviews in Kuala Lumpur; 10 interviews in Singapore; 10 interviews in Jakarta by me (see below for travel costs).
• Teaching release for three months for fieldwork = $25,342 – advice from finance officer.
• Flights to KL ($775), Singapore ($564), Jakarta ($726), Melbourne ($535) – Blue Sky airlines, return economy.
• Accommodation for a month in each place (KL: $3,500; Sing: $4,245; Jak: $2,750 – long stay, three star accommodation as per TripAdviser).
• Per diem for three months (60 days x $125 per day – University travel rules).
• Travel insurance (rule 3F): $145 – University travel insurance calculator .
• Transcription of 30 interviews, by the transcription service: 30 interviews x 60 minutes per interview x $2.75 per minute – Quote from transcription service, accented voices rate.
• Analysis of transcribed results, by me. No teaching release required. (In-kind contribution of university worth $2,112 for one week of my time – advice from finance officer ).
• Purchase and install Thingatron X32C, by Thing Inc . Not allowed by rule 3C. Organise access to Thingatron via partner organistion – this is an in-kind contribution to the project. ($2,435 in-kind – quote from partner organisation, at ‘favoured client’ rate.)
• Research assistant: 1 day per week for a year at Level B1, plus 25.91% salary on-costs. $12,456 – advice from finance officer.

Things are getting messy, but the next step will tidy it up.

4. Put it in a spreadsheet

Some people work naturally in spreadsheets (like Excel). Others don’t. If you don’t like Excel, tough. You are going to be doing research budgets for the rest of your research life.

When you are working with budgets, a spreadsheet is the right tool for the job, so learn to use it! Learn enough to construct a simple budget – adding things up and multiplying things together will get you through most of it. Go and do a course if you have to.

For a start, your spreadsheet will multiply things like 7 days in Kuala Lumpur at $89.52 per day, and it will also add up all of your sub-totals for you.

If your budget doesn’t add up properly (because, for example, you constructed it as a table in Word), two things will happen. First, you will look foolish. Secondly, and more importantly, people will lose confidence in all your other numbers, too. If your total is wrong, they will start to question the validity of the rest of your budget. You don’t want that.

If you are shy of maths, then Excel is your friend. It will do most of the heavy lifting for you.

For this exercise, the trick is to put each number on a new line. Here is how it might look.

5. Justify it

Accompanying every budget is a budget justification. For each item in your budget, you need to answer two questions:

• Why do you need this money?
• Where did you get your figures from?

The budget justification links your budget to your project plan and back again. Everything item in your budget should be listed in your budget justification, so take the list from your budget and paste it into your budget justification.

For each item, give a short paragraph that says why you need it. Refer back to the project plan and expand on what is there. For example, if you have listed a research assistant in your application, this is a perfect opportunity to say what the research assistant will be doing.

Also, for each item, show where you got your figures from. For a research assistant, this might mean talking about the level of responsibility required, so people can understand why you chose the salary level. For a flight, it might be as easy as saying: “Blue Sky airlines economy return flight.”

Here is an example for just one aspect of the budget:

Fieldwork: Kuala Lumpur

Past experience has shown that one month allows enough time to refine and localise interview questions with research partners at University of Malaya, test interview instrument, recruit participants, conduct ten x one-hour interviews with field notes. In addition, the novel methodology will be presented at CONF2015, to be held in Malaysia in February 2015.

Melbourne – Kuala Lumpur economy airfare is based on current Blue Sky Airlines rates. Note that airfares have been kept to a minimum by travelling from country to country, rather than returning to Australia.

1 month accommodation is based on three star, long stay accommodation rates provided by TripAdvisor.

30 days per diem rate is based on standard university rates for South-East Asia.

Pro tip: Use the same nomenclature everywhere. If you list a Thingatron X32C in your budget, then call it a Thingatron X32C in your budget justification and project plan. In an ideal world, someone should be able to flip from the project plan, to the budget and to the budget justification and back again and always know exactly where they are.

• Project plan: “Doing fieldwork in Malaysia? Whereabouts?” Flips to budget.
• Budget: “A month in Kuala Lumpur – OK. Why a month?” Flips to budget justification.
• Budget justification: “Ah, the field work happens at the same time as the conference. Now I get it. So, what are they presenting at the conference?” Flips back to the project description…

So, there you have it: Make a list; check the rules; cost everything; spreadsheet it; and then justify it. Budget done. Good job, team!

This article builds on several previous articles. I have shamelessly stolen from them.

• Constructing your budget – Jonathan O’Donnell.
• What makes a winning budget ? – Jonathan O’Donnell.
• How NOT to pad your budget – Tseen Khoo.
• Conquer the budget, conquer the project – Tseen Khoo.
• Research on a shoestring – Emily Kothe.
• How to make a simple Gantt chart – Jonathan O’Donnell.

* Actually, there are some grant schemes that give you a fixed amount of money, which I think is a really great idea . However, you will still need to work out what you are going to spend the money on, so you will still need a budget at some stage, even if you don’t need it for the application.

Also in the ‘simple grant’ series:

• How to write a simple research methods section .
• How to make a simple Gantt chart .

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29 comments.

This has saved my day!

Happy to help, Malba.

Like Liked by 1 person

[…] you be putting in a bid for funding? Are there costs involved, such as travel or equipment costs? Research Whisperer’s post on research budgets may help you […]

I’ve posted a link to this article of Jonathan’s in the Australasian Research Management Society LinkedIn group as well, as I’m sure lots of other people will want to share this.

Thanks, Miriam.

This is great! Humorous way to talk explain a serious subject and could be helpful in designing budgets for outreach grants, as well. Thanks!

Thanks, Jackie

If you are interested, I have another one on how to do a timeline: https://theresearchwhisperer.wordpress.com/2011/09/13/gantt-chart/

[…] really useful information regarding budget development can be found on the Research Whisperer Blog here. Any other thoughts and suggestions are welcome – what are your tips to developing a good […]

[…] it gets you to the level of specificity that you need for a detailed methods section. Similarly, working out a budget for your workshops will force you to be specific about how many people will be attending (venue […]

A friend of mine recently commented by e-mail:

I was interested in your blog “How to make a simple research budget”, particularly the statement: “Think through the implications of what you are going to do. Do you need to use a Thingatron? Note down that you will need to buy it, install it, and commission it.”

From my limited experience so far, I’d think you could add:

“Who else is nearby who might share the costs of the Thingatron? If it’s a big capital outlay, and you’re only going to use it to 34% of it’s capacity, sharing can make the new purchase much easier to justify. But how will this fit into your grant? And then it’s got to be maintained – the little old chap who used to just do all that odd mix of electrickery and persuasion to every machine in the lab got retrenched in the last round. You can run it into the ground. But that means you won’t have a reliable, stable Thingatron all ready to run when you apply for the follow-on grant in two years.”

[…] (For more on this process, take a look at How to Write a Simple Project Budget.) […]

[…] Source: How to make a simple research budget […]

This is such a big help! Thank You!

No worries, Claudine. Happy to help.

Would you like to share the link of the article which was wrote about funding rules? I can’t find it. Many thanks!

Hello there – do you mean this post? https://theresearchwhisperer.wordpress.com/2012/02/14/reading-guidelines

Thank @tseen khoo, very useful tips. I also want to understand more about 3C 3F 3H. What do they stand for? Can you help me find out which posts talk about that. Thank again.

[…] mount up rapidly, even if you are in a remote and developing part of the world. Putting together a half decent budget early on and being aware of funding opportunities can help to avoid financial disaster half way […]

This is so amazing, it really helpful and educative. Happy unread this last week before my proposal was drafted.

Happy to help, Babayomi. Glad you liked it.

really useful! thanks kate

[…] “How to Make a Simple Research Budget,” by Jonathan O’Donnell on The Research Whisperer […]

[…] offering services that ran pretty expensive. until I found this one. It guided me through making a simple budget. The information feels sort of like a university graduate research paper but having analysed […]

[…] Advice on writing research proposals for industry […]

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[…] How to make a simple research budget […]

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How to undertake a research project and write a scientific paper

University of East Anglia,, UK

Research and publishing are essential aspects of lifelong learning in a surgical career. Many surgeons, especially those in training, ask for guidance on how they might start a simple project that may lead to a publication. This short paper offers some practical guidelines on the subject.

How to get started with a project

How to get started varies depending on whether the project is suggested by a trainer or educational supervisor. Projects suggested by a senior are always offered as an encouragement to a trainee, who should be careful not to respond in a negative way by ignoring the suggestion, coming up with a string of excuses or doing the project badly! Here are some simple steps that may contribute to an organised start on the project. You need a protocol but first you must be clear about what the project will involve.

• Undertake a literature search on the suggested topic.
• Read all the papers from the last ten years and summarise them on a single page of A4.
• Make a note of how many similar series have been produced, their size, the length of follow-up and any special aspects of the subject that have already been addressed.
• List aspects of the topic that have not been well covered, perhaps morbidity or surgery for rare indications, or long-term outcomes.
• Discuss your thoughts on the subject with your colleagues.
• With the strengths and weaknesses of the current literature clear in your own mind, summarise your thoughts in bullet points on a single side of A4 and arrange ten minutes to discuss them with the senior who suggested the topic.

The six steps listed above can be easily completed within a couple of weeks. Once you have discussed and agreed the aims of the project as well as how they can be achieved, you can write your protocol. It is also possible that having studied the literature you decide the suggested project is unlikely to add to our current knowledge and that another topic might be better studied.

A protocol and approval from your trust’s research and development (R&D) department as well as from the research ethics committee (REC) are needed before you begin a research project. If you are planning a service evaluation, REC approval may not be needed. When you have secured the approvals, the process of collecting the data begins.

Examining a case series, there may be hundreds of medical records that need to be studied and it is crucial to draw up a ‘proforma’ on which to record patient data. This should ideally fill no more than one or two sides of A4 and needs to include all the data that you have decided to collect for your particular study. It is crucial not to leave out a dataset you might later wish to look at but on the other hand it is also important not to collect too many data. Because of this fine balance, it is important to draw up a proforma and agree its composition with your supervisor and any co-workers on the project before starting to collect data from the medical records.

Data collection can be time consuming and it may be that several colleagues can work on this to speed the project along. Once all the data proformas are filled in, the data need to be entered into the database, spreadsheet or statistical package of your choice. It is best to use the software favoured by the department or colleagues in medical statistics.

Having looked at the data, discipline yourself to produce a succinct summary on one side of A4. Again, arrange a meeting with your supervisor and any other co-workers to discuss the findings, and give everyone the opportunity to comment and correct the summary. Once the findings are agreed, you are ready to write up the project.

Self-generated projects

Sometimes you will want to develop an idea of your own. It is even more important with a self-generated project to do a thorough literature search to make sure that your ideas will contribute to our knowledge. The discussion of a more ambitious project like a randomised trial should be with as many colleagues as possible, both for advice and also to garner support for your idea. Having produced a single side of A4 summarising your idea, identify a senior colleague who can advise you and proceed as described above.

As noted previously, REC approval is needed for any clinical research involving patients or their data. You will need to prepare an application on the Integrated Research Application System website ( https://www.myresearchproject.org.uk/ ). If you have never done this before, seek advice from your trust’s R&D department. REC approval is time consuming; the following comments may help:

• Much of your initial work producing a summary of your idea will be helpful in completing the ethics committee form. It is crucial that submission to your local ethics committee is checked by all your co-workers.
• Colleagues from medical statistics and any other parallel disciplines such as radiology or medical chemistry need to be involved right at the start of this formal submission so that all aspects of the study are academically correct. It is especially important to have expert statistical input because it is very demoralising to finish a trial only to be told that your study is woefully underpowered and cannot answer the question that it set out to address!
• It is wise to present your idea to the committee in person as this can save time and iron out minor misunderstandings. These ‘glitches’ in an ethics submission can soak up months of precious time and a personal meeting with the REC can help to avoid them.
• Many institutions also have research governance or internal review boards that must also pass a project after it has gained ethical approval. Their role is often to assess the financial and organisational impact of a study.

This process seldom takes less than 3 months and may take nearly 12 months. Do not be disheartened by this. If your study is worth doing, then it is worth persevering.

The recording of data using a concise proforma, entry into appropriate computer software and production of a summary of your findings are all conducted in the same way as in the first section of these guidelines.

Writing up a study

One of the most challenging aspects of surgical research is writing a paper. Putting together a manuscript for submission to a journal can be broken down into several simple and relatively self-contained steps:

• Journal guidelines : All journals have a set of instructions for potential authors. The suggestions below are an overall guide to writing a paper but should be viewed in the context of the specific guidelines on submission to the journal you have chosen for your work.
• Title : Keep this simple and concise.
• Authorship : This topic may be a source of some problems. My own observation about authorship is that if you leave somebody out who feels they have contributed to your project, you can make an enemy for life! It is easy to forget colleagues, especially when a project has run for several years. Try, within the internationally agreed authorship guidelines, to include all colleagues who have contributed significantly to your study.

The order of authorship may also cause problems. It is generally agreed that the main researcher who also produced the first draft of the paper is the first author. The second author has usually been the second main contributor to the project. The last author is the senior person supervising the work. Between these positions come all other authors who fulfil the guidelines for authorship. If in any doubt about who should or should not be in the authorship, discuss it with your senior author.

All papers have a corresponding author responsible for answering queries after submission of the manuscript. It is best if he or she is a permanent member of the department as queries may arrive several years after a paper is published.

• Abstract : This is usually 200–250 words and should be written in the style of the journal. Generally, this includes sections on background, methods, results and conclusions.
• Introduction : This should introduce the reader to the subject covered in the study and explain why this particular study has been undertaken. It should be kept to two or three paragraphs. The first paragraph sets the scene and summarises the current literature. The second paragraph should justify why this particular study or series of cases has been put together.
• Patients and methods : The most frequent mistake in this section is to include results as well as patient details. It is important to stick to describing the study population, how they were collected and, crucially, how any analyses were undertaken. Always describe what statistical tests were used and justify why they were appropriate.
• Results : These should be presented concisely with as few tables or figures as possible. Use a logical sequence and follow the same sequence in the methods and discussion sections.
• What are the main findings of your work? State clearly what you can conclude from your observations, taking care not to overestimate what you can conclude.
• Why are these findings valid (sample size, methods etc)? Explain what leads you to conclude that your findings may be relied on. Also make sure you highlight any potential weaknesses in your data and consider other potential confounding variables that might invalidate your conclusions.
• How do your observations compare with other work in the same area? Discuss how results from your work compare with other papers on the same subject, either explaining similarities or examining differences.
• Any other business? Are there any unexpected side observations that merit separate discussion? This might include unexpected complications in a trial or a unique subset of patients in a clinical series.
• Restate your main findings and suggest what further work might be helpful in providing more information on the topic of your project.
• References : Make sure these are presented in the style of the journal you have selected.

Publication of the paper

This can be the biggest hurdle you have to clear! Some basic rules will help to make this easier. First, never submit a paper without all authors having read it and agreed to the content. Second, never submit a paper to more than one journal at a time. Finally, remember that submission is not the end of your paper but just the beginning.

Selection of the right journal is important. On the basis of their impact factor, journals may be divided into four divisions. Think of it like the football league! The premier division contains journals with impact factors greater than 10, the second division those with impact factors from 5 to 10, the third division with impact factors from 1 to 5 and, finally, the fourth division with impact factors less than 1. Just as with football, journals may be promoted or relegated so it is wise to check online for a journal’s current impact factor.

Discuss with your co-workers what your target journal should be. It is acceptable to aim just higher than you think your paper ranks but obviously pointless sending a small case series to one of the premiership journals. A second consideration is which articles have appeared in your target journal over the last 12 months. If there have been one or more papers on the same subject as your work, it may be better to select an equally ranked journal that has not had a paper on your topic for several years.

Peer review is the process used by journals to select papers for publication. Many papers are rejected immediately but those deemed of potential interest are sent out for peer review. This process usually takes 3–4 months (although some journals such as the Annals of The Royal College of Surgeons of England have a much quicker turnaround). There are four potential outcomes:

• Accept without corrections – this is very rare!
• Minor corrections needed followed by resubmission for publication
• Major corrections needed and resubmission invited but without any promise to publish
• Major criticisms and rejection (for most major journals this is the single largest category of outcomes)

When you receive the reviewer’s comments don’t take them personally! The best way to regard the reviewer’s criticisms is as helpful suggestions to improve your paper. It is crucial to deal with each of the reviewer’s comments carefully, systematically and politely. If possible, respond to the comments within a few days of receiving them.

If your paper has been rejected, then the reviewer’s comments are an excellent set of suggestions to improve the manuscript for submission to another journal. This should probably be in one division lower than your first submission. Again, there is no reason to delay resubmission to another journal more than a few days. Make sure that all possible advice on rewriting and correcting your paper is taken and your work will almost certainly get published eventually!

• Essay Editor

Acknowledgments in Research Paper: Thanking Those Who Helped

The acknowledgements in research paper are a way to say thank you to the people and groups that helped with the study. This part of the paper lets writers show their thanks and point out the teamwork, support, and guidance they received while doing their research.

Why Include Acknowledgements in a Research Paper?

The acknowledgement section of the paper does more than just talk about the research. It gives writers a chance to thank the many people and groups that helped them write their paper.

While the main part of the paper shows what was found and studied, the acknowledgments in the research paper point out the help from teachers, partners, money givers, schools, and even family and friends who supported the work. This section does a few things:

• It shows that science is often a team effort
• It helps people in the research world appreciate each other
• It makes the research process more personal by showing all the different kinds of help
• It helps make work connections and show kindness
• It can make the writer look good in the research world

In the end, this part of the paper shows how working together and giving back are important for learning new things.

Who Should You Thank?

When thinking about how to write acknowledgments for research paper, include:

• Teachers and advisors who gave advice or helped guide the work
• Partners and co-writers who helped plan, do, or understand the research
• Groups that gave money for the research
• People who took part in collecting information, doing tests, or answering questions
• Tech helpers who assisted with numbers, lab work, or computer programs
• Office workers who helped get resources or gave other help
• Schools or groups that provided tools, machines, or places to work
• Family and friends who gave emotional support or understanding
• Other researchers who gave feedback or helpful criticism

Who Should You Not Thank?

When writing your research paper acknowledgment, be careful not to include:

• People you don't know well or only met briefly
• Unknown reviewers, since their names are often kept secret
• People you don't get along with or have had arguments with
• People with strong political views that might make the research look bad
• Family or friends who didn't really help with the work
• Thank-yous that are too general and don't say exactly what someone did
• Yourself, since the point is to thank other people

How to Format the Acknowledgment Section

When putting together your acknowledgment in research paper, think about this setup:

• Clear title: "Acknowledgments"
• Short opening paragraph saying thanks in general
• Organized list of specific thank-yous, starting with the most important helpers
• Details about what each person did, like helping gather information, understand it, give money, teach, or help with tech stuff
• Professional and formal writing, not using casual words
• Same style of writing throughout
• You can add personal stories or feelings to show how much you appreciate the help

Here's an example:

Acknowledgments

This research couldn't have been done without help from many people and groups. I want to give a big thank you to...

[List of specific thank-yous]

Lastly, I want to thank my family from the bottom of my heart for always being there for me during this work.

Before you finish, read it over carefully to make sure everything is correct, clear, and complete, including the right spelling of names, titles, and where people work.

Helpful Hints for Writing Acknowledgement for Research Paper

Here are ten easy tips to help you figure out how to write acknowledgment for research paper:

• Start by saying a sincere thank you to those who helped
• Clearly name and thank each person, school, or group
• Put the thank-yous in order, with the most important help first
• Keep the writing professional
• Make the thank-yous short and to the point
• Give a quick description of what each person did to help
• Double-check the spelling of names, titles, and where people work
• Include all the important people who helped
• Show personal connections where it makes sense
• Read it over to make sure it's clear and makes sense

Wrapping Up

Writing good acknowledgments in research is a skill that balances saying thanks with being professional. It's a chance to recognize the often hidden support behind your work and to help create a culture of appreciation in the world of research. Well-written acknowledgments for research papers can lead to working together in the future, more people seeing your work, and more support for your ongoing research.

Remember, if you're having trouble figuring out how to write acknowledgment for paper, tools like Aithor can help. Aithor can assist you in creating acknowledgments that are both heartfelt and professional, making sure you give credit where it's due while keeping the scholarly tone of your research paper.

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The University of Chicago The Law School

Federal criminal justice clinic—significant achievements for 2023-24.

The Federal Criminal Justice Clinic is the nation’s first legal clinic devoted to representing indigent clients charged with federal felonies, pursuing impact litigation through criminal cases in federal court, and spearheading systemic change within the federal criminal system to combat racial, economic, and other inequities. Professor Alison Siegler, the Clinic’s Founding Director, and Professor Judith Miller work together with students to advocate in these areas.

Freedom Denied Systemic Reform Project

Students working with Professor Siegler on the FCJC’s Freedom Denied Project have continued to drive systemic change nationally in the area of federal pretrial jailing and detention, building on the Clinic’s study, Freedom Denied: How the Culture of Detention Created a Federal Jailing Crisis (2022). In this report, the FCJC identified a federal jailing crisis and presented hard data to judges and other stakeholders about various ways in which people’s rights are violated during federal bail hearings. Since then, the FCJC has been pulling every possible lever to address this crisis, reduce federal jailing rates, and reduce the accompanying racial disparities.

In ten of the federal courts where the FCJC engaged in district-specific interventions, federal jailing rates decreased by fifteen percent on average. Over the five years since our work began, federal jailing rates have decreased by five percent nationwide. While it is difficult to know what part of the decrease is attributable to the Clinic’s efforts, many judges and policymakers have informed Professor Siegler that the Clinic’s work is fundamentally reshaping how the federal system addresses pretrial detention and release.

This year, the FCJC distributed a bound hard copy of our 300-page Freedom Denied report to 700 federal judges, including every Chief US District Court Judge and every US Magistrate Judge in the country who makes pretrial jailing decisions. We received many letters and emails from judges nationwide, thanking us and reflecting on our report as an excellent and practical resource for the judiciary. (The printing, binding, and mailing of the report was made possible by an additional and very generous gift from the Astor Street Foundation.)

In our report, the FCJC was the first to identify a massive access-to-justice problem, and our interventions on that issue are creating monumental change. Specifically, our investigation revealed that in one-quarter of the federal courts in this country, judges regularly detain people in jail without lawyers. This is a clear violation of federal laws that require the appointment of counsel during the first court hearing, known as the initial appearance.

The FCJC advocated to the Department of Justice and the Judicial Conference of the United States, and they responded by working with us to rectify the access-to-counsel problem. In 2023, the DOJ issued a new directive requiring federal prosecutors to recognize the statutory right to counsel. After that, FCJC students and Professor Siegler conducted an extensive additional investigation to identify the federal courts where the right-to-counsel crisis is most acute, and approached the Judicial Conference with our findings. In response, Judicial Conference committees ultimately issued a directive in March 2024 requiring federal judges to appoint counsel to represent every indigent defendant during their initial appearance hearing, stating: “Courts that do not currently ensure that every defendant has active representation by counsel during the initial appearance must comply with the governing statute and rules.” This is an enormous milestone.

While awaiting this directive, Professor Siegler published an op-ed in USA Today to further educate stakeholders about the crisis and spread nationwide attention and awareness, explaining: “Our [Clinic’s] findings document the shocking number of people denied public defenders at their first bail hearing, which virtually guarantees that they will be jailed rather than released home to their families.” In the wake of these changes, we have been heartened to learn that federal courts that for decades had an entrenched practice of locking defendants in jail without lawyers are now regularly appointing counsel.

The Clinic engaged in additional systemic change efforts to address the broader federal jailing crisis this year, including:

• Widely distributing the Clinic’s template motions for pretrial release via the Westlaw Forms database to ensure that federal criminal defense attorneys have access to effective legal tools.
• The centerpiece of this year’s trainings was a presentation at the Seventh Circuit Judicial Conference, an upcoming panel at the Tenth Circuit Judicial Conference, and a multi-day national bail workshop for Federal Public Defenders.
• Additional speeches included presentations at the National Association of Pretrial Services Agencies 50 th Annual Conference and Training, a presentation at the annual national conference of the American Legislative Exchange Council (ALEC), and a speech at a conference organized by the Honorable Salvador Mendoza of the US Court of Appeals for the Ninth Circuit.

Retroactivity Project

Under Professor Judith Miller’s leadership, FCJC student teams represented four incarcerated clients in motions to have their sentences reduced under the newly passed Amendment 821 to the Sentencing Guidelines. The Sentencing Commission issued the retroactive Amendment in light of new data showing that two components of the Guidelines overstated certain individuals’ risk of recidivism. Under this Amendment, incarcerated individuals can ask the court to reduce their sentences to the low-end of their new, amended Guideline range. Once the court determines that the individual is eligible for a reduction, it applies the usual factors under the sentencing statute, 18 U.S.C. § 3553(a), to determine whether a reduction is warranted.

The FCJC recognized that the Clinic could play an important role by representing clients who might be eligible for release after the change in the law. In this project, Clinic students used their outstanding research, writing, and investigation skills to help individuals in need of counsel push novel legal and factual issues posed by the new Amendment. As of early July 2024, one client has been released, one client’s sentence has been reduced, and two cases are still pending.

Two of the Clinic’s four cases were ultimately uncontested. Of the uncontested cases, our released client is now home with her family, after receiving a twenty-one-month sentence reduction. This was an especially sweet victory as the Clinic had previously represented this client at trial in 2019. In the second case, student advocacy persuaded the government to agree to the reduction. If granted, the motion will reduce our client’s sentence by nearly a year, to his mandatory minimum sentence.

As for the two contested pending cases, both present fascinating and important legal issues. In the first, students successfully persuaded the Court to grant the client an eighteen-month sentence reduction. This victory was an uphill battle. Both Probation and the government initially concluded that the client was ineligible for relief. Students nonetheless persuaded Probation to change its position, and the government then conceded eligibility after reading the students’ motion.

The student team argued that our client’s sentence should be reduced to account for dramatic changes in sentencing law that robbed him of the benefit of his earlier bargain, among other things. Years before we began representing him, our client received an agreed 150-month sentence in exchange for the government dropping additional charges that could have led to a thirty-year mandatory minimum sentence. The student team argued that our client was eligible for relief under a recent Supreme Court case, contrary to the government’s claims. Clinic students extensively researched the legal issues, documented our client’s post-sentencing success in prison, worked closely with our Clinic’s social worker, delved into the social science of age and recidivism, and drafted the motion.

After reading the Clinic’s briefing, the Court quickly concluded that our client deserved a sentence reduction, highlighting the same points the students raised in their briefing. Among other things, the Court observed that our client had obtained jobs requiring “technical expertise and trust,” and “demonstrate[d] a strong network of family and friends who vouch for his character.” The team looks forward to celebrating our client’s freedom once he is released.

The second contested case raises a circuit split over our client’s eligibility for relief in the first place. Our motion argues that Seventh Circuit case law conclusively entitles our client to relief. The § 3553(a) factors likewise support reducing our client’s grossly unfair sentence—he was sentenced twice for the very same conduct. The original federal judge intended for our client to serve a 196-month sentence, but a subsequent state sentence added an unexpected twenty-four months on top of that. Clinic students investigated and documented the double-sentencing, strategized over how to frame the issue, researched the circuit split, and drafted the motion. If the Clinic’s motion is granted, our client will receive a twenty-five-month sentence reduction.

Advocacy in Stash House Cases

FCJC students under Professor Siegler’s supervision partnered with a team led by Professor Erica Zunkel and students in the Criminal and Juvenile Justice Clinic in filing a motion for compassionate release on behalf of a client currently serving a thirty-five-year sentence in a fake stash house case. This case builds on the Clinic’s prior federal impact litigation alleging unconstitutional racial discrimination in stash house cases in the Chicago area. The FCJC previously co-counseled cases on behalf of forty-three clients, nearly all of whom were released with time-served sentences. Additional people ensnared in the Chicago stash house operations were subsequently released thanks to compassionate release litigation led by Professor Zunkel.

Given these prior successes, the Clinics’ current client is one of just two people still serving a decades-long sentence for the stash house operation, which the federal government has now repudiated. He has already served seventeen years in federal prison. We are requesting his immediate release.

The Drugs on the Docket Podcast recently featured two episodes about the FCJC’s contributions to the stash house litigation. In Episode one , Professor Siegler discusses the Clinic’s pretrial litigation and how we ultimately helped shut down this racially discriminatory policing tactic nationwide. In Episode two , Professor Zunkel discusses the subsequent compassionate release litigation she led, which convinced judges to release eight other clients, most of whom were serving twenty-five-year sentences, sparing each approximately ten additional years in prison.

• Library of Congress
• Research Guides
• American Folklife Center

Folklife and Creative Writing: Resources in the American Folklife Center

• Introduction
• Cowboy poetry
• Veterans poetry
• Living Nations, Living Words
• Brazilian Chapbooks
• Veteran Memoirs
• Plays and Novels
• Non-Fiction
• Library Blog Posts and Podcasts
• Additional Resources
• Searching the Collection

In addition to collections of memoirs, unpublished novels, and manuscript drafts of academic volumes, the Center has several collections which provide insight into the writing process itself.

Writers featured in the National Visionary Leadership Project

The National Visionary Leadership Project consists of around 300 full-length oral history interviews with noted African American leaders, conducted by Camille O. Cosby, Renee Poussaint, and others. Interview topics include the civil rights movement; African Americans in the United States Congress and other leadership positions; education in the United States; family histories; the Great Depression; the Great Migration; service in World War II; historically black colleges and universities; African American churches and community leadership; African American leaders in the arts, dance, and music, and many other subjects.

Included in this collection are several interviews with notable writers and poets who discuss their writing process and friendships with other authors.

• Vivian Ayers Allen
• Maya Angelou
• Amiri Baraka
• Oscar Brown
• Margaret Burroughs
• Eugenia Collier
• Gerald Deas
• Delores Kendrick
• Mary McEwan
• Toni Morrison
• Sonia Sanchez

Vivian Ayers Allen was a poet, artist and playwright.

Maya Angelou was a poet, memoirist, actress and director.

Maya Angelou appears in another AFC collection:

Amiri Baraka was a poet, playwright, essayist and political activist.

Oscar Brown was a singer, songwriter, playwright and actor.

Margaret Burroughs was an artist, poet, teacher and museum curator.

Eugenia Collier was a writer, poet and professor of English.

Gerald Deas was a physician, health activist and writer.

Delores Kendrick was a teacher and Poet Laureate of Washington, D.C.

Mary McEwan was a caterer, restaurant owner, and a cookbook writer.

Toni Morrison was an editor, novelist, professor, and the first African American to win the Nobel Prize for Literature

Sonia Sanchez was a poet, playwright and civil rights activist.

Along with oral history interviews with authors and poets, the Center also has an item in its collection that highlights a different kind of writing process -- that of creating descriptive catalog records when creating and maintaining an archive.

New Scholarship About Writers -- AFC symposium: Revisiting the Federal Writers Project

The Federal Writers' Project was a federal program that ran from 1935-1939 under the auspices of the New Deal, with the intent of providing employment for writers, editors and researchers who had been affected by the Great Depression. In 1939, the project transitioned from a federally-funded program to state-funded and continued until 1943. Under the folklore section of this project, fieldworkers collected oral histories, folklore and music from each state, creating a rich snapshot of American communities in the 1930s. On June 16, 2023, the American Folklife Center convened a one-day symposium, centered around the newly published Rewriting America: New Essays on the Federal Writers' Project . The book and symposium highlighted new scholarship aimed at revisiting a number of the collected narratives, as well as raising awareness of the work performed by Asian American and Mexican American writers employed by the FWP. Scholars featured in the symposium also made connections between the work of FWP writers and contemporary projects aimed at preserving new American oral histories.

The symposium - produced by AFC, the Oral History Association, and the Professional Staff Congress: City University of New York - was recorded, and the roundtable panels and keynote address are all available on the event's digital page .

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• Last Updated: Aug 23, 2024 3:22 PM
• URL: https://guides.loc.gov/folklife-creative-writing

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Methodology

• What Is a Research Design | Types, Guide & Examples

What Is a Research Design | Types, Guide & Examples

Published on June 7, 2021 by Shona McCombes . Revised on November 20, 2023 by Pritha Bhandari.

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

• Your overall research objectives and approach
• Whether you’ll rely on primary research or secondary research
• Your sampling methods or criteria for selecting subjects
• Your data collection methods
• The procedures you’ll follow to collect data
• Your data analysis methods

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

Table of contents

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

• Introduction

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

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

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

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

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

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

Practical and ethical considerations when designing research

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

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

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

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

Types of quantitative research designs

Quantitative designs can be split into four main types.

• Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships
• Descriptive and correlational designs allow you to measure variables and describe relationships between them.

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

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

Types of qualitative research designs

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

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

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

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

Defining the population

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

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

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

• Sampling methods

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

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

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

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

Case selection in qualitative research

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

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

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

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

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

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

Survey methods

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

Observation methods

Observational studies allow you to collect data unobtrusively, observing characteristics, behaviors or social interactions without relying on self-reporting.

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

Other methods of data collection

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

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

Secondary data

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

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

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

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

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

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

Operationalization

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

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

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

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

Reliability and validity

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

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

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

Sampling procedures

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

That means making decisions about things like:

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

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

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

Data management

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

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

Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings (high replicability ).

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

Quantitative data analysis

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

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

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

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

Using inferential statistics , you can:

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

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

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

Qualitative data analysis

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

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

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

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

A research design is a strategy for answering your   research question . It defines your overall approach and determines how you will collect and analyze data.

A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.

Quantitative research designs can be divided into two main categories:

• Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
• Experimental and quasi-experimental designs are used to test causal relationships .

Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.

The priorities of a research design can vary depending on the field, but you usually have to specify:

• Your research questions and/or hypotheses
• Your overall approach (e.g., qualitative or quantitative )
• The type of design you’re using (e.g., a survey , experiment , or case study )
• Your data collection methods (e.g., questionnaires , observations)
• Your data collection procedures (e.g., operationalization , timing and data management)
• Your data analysis methods (e.g., statistical tests  or thematic analysis )

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

Operationalization means turning abstract conceptual ideas into measurable observations.

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

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

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

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• Hersh Goldberg-Polin

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At the Jerusalem synagogue where Hersh Goldberg-Polin danced in life, grief and anger reign after his death

JERUSALEM — Three hundred and thirty-two days after Hersh Goldberg-Polin danced in the courtyard next to his Jerusalem synagogue on the holiday of Simchat Torah, more than a thousand people gathered there in grief and prayer to mourn his murder by Hamas terrorists in Gaza.

During the Sunday night vigil, the courtyard railings were lined with oversized yellow ribbons to symbolize advocacy for the hostages, Hapoel Jerusalem soccer flags — the 23-year-old’s favorite team — and posters that read, “We love you, stay strong, survive,” a mantra coined by his mother, Rachel Goldberg-Polin.

Just hours earlier, one of the posters had been hanging over the balcony of the home of Shira Ben-Sasson, a leader of Hakhel, the Goldberg-Polins’ egalitarian congregation in the Baka neighborhood of Jerusalem.

“We were sure we would take it down when he came home,” Ben-Sasson said.

The community wanted to unite while respecting the Goldberg-Polins’ desire for privacy, she said, prompting them to organize the prayer gathering.

“But it’s like a Band-Aid or giving first aid, it’s what you do in an emergency. I don’t know how we go on after this,” she said.

A covered courtyard at the Hakhel congregation was filled with mourners the day after Hersh Goldberg-Polin, whose family are prominent members, was found to have been killed in Gaza. Hundreds of other people crowded outside the gates, Sept. 1, 2024. (Deborah Danan)

She added that the community, which has a large contingent of English-speaking immigrants, was not prepared for the High Holidays, which begin in about a month. She said, “Seeing his empty seat is hard.”

For Ben-Sasson, who wore a T-shirt bearing the Talmudic dictum “There is no greater mitzvah than the redeeming of captives,” the tragedy is especially painful because, she said, it could have been avoided with a ceasefire agreement that freed hostages.

“Hersh was alive 48 hours ago. We think a deal could have saved him. There is no military solution to this,” she said.

That feeling of bereavement, often mixed with betrayal, pervaded gatherings across Israel on Sunday, as the country struggled with the news that six hostages who may have been freed in an agreement were now dead as negotiations continue to stall. Speakers at protests in Tel Aviv blamed Israeli Prime Minister Benjamin Netanyahu, who himself apologized for not getting the hostages out alive but blamed Hamas for obstructing a deal. The country’s labor union, the Histadrut, has called a national strike on Monday to demand a deal.

A rare early September rain lashed parts of Israel on Sunday, leading to a widespread interpretation: God, too, was weeping.

Some at the Jerusalem gathering, including the relative of another former hostage, said Netanyahu had chosen defeating Hamas over freeing the captives.

Josef Avi Yair Engel’s grandson Ofir was released from Hamas captivity in November. He paid tribute to Hersh Goldberg-Polin, murdered in captivity, in Jerusalem, Sept. 1, 2024. (Deborah Danan)

Josef Avi Yair Engel, whose grandson Ofir, 18, was released from Hamas captivity in November during that month’s ceasefire deal, expressed shock over Hersh’s murder but said he was not surprised, given the wartime policies of Netanyahu’s government.

“We knew months ago this was going to happen. Bibi’s formula, to dismantle Hamas and return the hostages, wasn’t logical. It’s an either/or situation,” Engel said, referring to Netanyahu by his nickname. “He’s tearing the country apart. I’m afraid that in the coming months there won’t be a state at all.”

Engel said he felt a close bond with Hersh’s father Jon Polin, not only because of their joint activism in the hostage families’ tent outside the Prime Minister’s Residence, but also because of their shared identity as Jerusalemites.

“There aren’t many of us in the hostage circle,” he said. “We’re like family.”

Sarah Mann, who did not know the family personally, said the weekend’s tragedy reminded her of Oct. 7.

“This day has sparks of the seventh, which created numbness and an inability to talk. Just complete shock,” she said.

Mourners left notes at a gathering at Hersh Goldberg-Polin’s family synagogue in Jerusalem. Many of the messages used the Hebrew word for “sorry.” (Deborah Danan)

Part of the reason for that, Mann said, was Rachel, who she described as a “force of faith.” Goldberg-Polin’s mother emerged as the most prominent advocate for the hostages globally and became a symbol in her own right as she crisscrossed the world calling for her son’s freedom.

“Millions of people around the world held onto her. Once that was cut, people’s ability to hold onto faith was knocked out today. But even though this has shattered us, we need to keep holding onto God,” Mann said.

For Susi Döring Preston, the day called to mind was not Oct. 7 but Yom Kippur, and its communal solemnity.

She said she usually steers clear of similar war-related events because they are too overwhelming for her.

“Before I avoided stuff like this because I guess I still had hope. But now is the time to just give in to needing to be around people because you can’t hold your own self up any more,” she said, tears rolling down her face. “You need to feel the humanity and hang onto that.”

Like so many others, Döring Preston paid tribute to the Goldberg-Polins’ tireless activism. “They needed everyone else’s strength but we drew so much strength from them and their efforts, “she said. “You felt it could change the outcome. But war is more evil than good. I think that’s the crushing thing. You can do everything right, but the outcome is still devastating.”

Guy Gordon, with his daughter Maya, added a broken heart to the piece of tape he has worn daily to mark the number of days since the hostage crisis began, Sept. 1, 2024. (Deborah Danan)

Guy Gordon, a member of Hakhel who moved to Israel from Dublin, Ireland, in the mid-1990s, said the efforts towards ensuring Hersh’s safe return have been an anchor for the community during the war. The community knew him as the family described him in its announcement of his funeral on Tuesday, as “a child of light, love and peace” who enjoyed exploring the world and coming home to his family, including his parents and younger sisters, Leebie and Orly.

“It gave us something to hope for, and pray for and to demonstrate for,” he said. “We had no choice but to be unreasonably optimistic. Tragically it transpired that he survived until the very end.”

Gordon, like many others in the crowd, wore a piece of duct tape marked with the number of days since Oct. 7 — a gesture initiated by Goldberg-Polin’s mother. Unlike on previous days, though, his tape also featured a broken red heart beside the number.

Nadia Levene, a family friend, also reflected on the improbability of Hersh’s survival.

“He did exactly what his parents begged him to do. He was strong. He did survive. And look what happened,” Levene said.

She hailed Rachel Goldberg-Polin’s “unwavering strength and belief in God,” adding, “There were times I lost faith. I suppose I was angry with God. But she just kept inspiring us all to pray, pray, pray.”

Leah Silver of Jerusalem examined stickers showing Rachel Goldberg-Polin’s mantra for her son Hersh, who was murdered in captivity in Gaza, at a gathering after Hersh’s death, Sept. 1, 2024. (Deborah Danan)

Jerusalem resident Leah Silver rejected politicizing the hostages’ deaths.

“Everything turns political so quickly. I came here because I felt that before all the protests, we need to just mourn for a moment and to pray. And show respect for each other,” she said. “We’ve become confused about who the enemy is. It’s very sad.”

But not everyone at the gathering joined in to sing Israel’s national anthem at the closing of the prayer gathering.

“I’m sorry, I can’t sing ‘Hatikvah,'” Reza Green, a Baka resident who did not know the Goldberg-Polins personally, said. “I’m too angry. We shouldn’t be here.”

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