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

Starting a research project can be a bit overwhelming, especially if it's your first time. But don't worry! This guide will walk you through each step, making the process easier and more manageable. By breaking down the project into smaller tasks, you'll find it much simpler to handle. Let's dive into how you can go from an idea to a well-organized research proposal.

Key Takeaways

• Clearly define your research subject to set a strong foundation.
• Engage stakeholders early to align expectations and gather input.
• Craft a precise research statement to guide your study.
• Establish specific research goals to stay focused.
• Choose a suitable methodology to ensure reliable results.

Defining the Research Subject

Selecting a topic of interest.

The first step in starting your research project is to choose a topic that genuinely interests you. Selecting a topic that excites you will keep you motivated throughout the research process. Begin by brainstorming broad areas of interest and then narrow them down to a specific niche. Consider the practicalities, such as the availability of resources and the scope of your project. If you're struggling to find a topic, consult with your instructor or peers for guidance.

Narrowing Down the Focus

Once you have a general topic, it's essential to narrow it down to a more specific focus. This involves conducting an initial literature review to identify gaps, debates, and questions within your chosen field. By doing so, you can pinpoint a unique angle for your research. Remember, a well-defined focus will make your research more manageable and impactful.

Aligning with Assignment Instructions

It's crucial to ensure that your chosen topic aligns with the assignment instructions provided by your instructor. Review the guidelines carefully to understand the requirements and limitations. This alignment will not only help you meet academic expectations but also make your research more relevant and structured. If in doubt, seek clarification from your instructor to avoid any misunderstandings.

Engaging with Stakeholders

Identifying key stakeholders.

Before starting your research, it's crucial to identify the key stakeholders involved. These are the people who have a vested interest in your project. They can include supervisors, funding bodies, and even the target audience of your research. Understanding who your stakeholders are will help you align your research goals with their expectations.

Conducting Initial Meetings

Once you've identified your stakeholders, the next step is to conduct initial meetings . These meetings are essential for gathering input and setting expectations. During these meetings, discuss the scope of your research, the methodologies you plan to use, and any potential challenges. This is also a good time to ask for any resources or support you might need.

Gathering Input and Expectations

After the initial meetings, gather all the input and expectations from your stakeholders. This will help you refine your research plan and ensure that it meets everyone's needs. Create a summary document that outlines the key points discussed and any agreed-upon actions. This document will serve as a reference throughout your research project.

Crafting a Precise Research Statement

Formulating the main question.

Creating a strong research statement starts with formulating the main question . This question will guide your entire project. Make sure it is clear and specific. For example, if you're studying the impact of WhatsApp on communication, your main question could be, "How does WhatsApp influence daily communication habits?"

Ensuring Clarity and Conciseness

Your research statement should be both clear and concise. Avoid using complex words or jargon. Instead, focus on making your statement easy to understand. A clear and concise statement helps keep your research focused and on track.

Aligning with Research Goals

Finally, ensure that your research statement aligns with your overall research goals. This means that your statement should directly relate to what you aim to achieve with your study. For instance, if your goal is to understand user behavior on WhatsApp, your research statement should reflect this aim.

Establishing Research Goals

Setting clear research goals is a crucial step in any research project. These goals guide your study and help you stay focused on what you aim to achieve. Here’s how to establish effective research goals:

Identifying Key Areas of Exploration

Start by pinpointing the main areas you want to explore. These should be directly related to your research statement. Identifying these key areas will help you stay organized and ensure that your research is comprehensive.

Setting Specific Objectives

Once you have identified the key areas, the next step is to set specific objectives. These objectives should be clear, measurable, and achievable. Pinpointing the major focus of your research will help you stay on track and make your study more manageable.

Aligning Goals with Stakeholder Expectations

It's important to ensure that your research goals align with the expectations of your stakeholders. This alignment will help you gather the necessary support and resources for your project. Conducting initial meetings with stakeholders can provide valuable input and help you refine your goals.

Conducting a Comprehensive Literature Review

Gathering relevant sources.

Before diving into your research, it's crucial to gather all the relevant sources. Start by doing a preliminary search to see if there's enough information available. Use libraries, online databases, and academic journals to find books, articles, and papers related to your topic. This step ensures you have a solid foundation for your research .

Analyzing Existing Research

Once you have your sources, the next step is to analyze them. Skim through the materials to identify key points and different viewpoints. This will help you understand the current state of research in your field. Pay attention to how these sources relate to your research question.

Identifying Research Gaps

Finally, look for gaps in the existing research. These are areas that haven't been explored or questions that haven't been answered. Identifying these gaps can provide a direction for your own research and make your study more valuable. Conducting a comprehensive literature review is vital for putting your research in context and highlighting what your research will add to the field.

Choosing an Appropriate Methodology

Deciding Between Qualitative and Quantitative Methods

When starting your research, you need to decide whether to use qualitative or quantitative methods . Qualitative methods involve first-hand observations like interviews, focus groups, and case studies. These methods are great for exploring complex issues in depth. On the other hand, quantitative methods deal with numbers and logic, focusing on statistics and numerical patterns. They are ideal for testing hypotheses and making generalizable conclusions. Sometimes, a mixed-method approach, combining both qualitative and quantitative methods, can be the best choice.

Selecting Data Collection Tools

Choosing the right tools for data collection is crucial. For qualitative research, you might use interviews, focus groups, or open-ended surveys. For quantitative research, tools like structured surveys, experiments, and statistical software are more appropriate. Make sure your tools align with your research questions and objectives.

Planning Data Analysis Techniques

Once you have collected your data, the next step is to analyze it. For qualitative data, look for patterns and themes. Coding and thematic analysis are common techniques. For quantitative data, use statistical methods to test your hypotheses. Software like SPSS or R can help you manage and analyze large datasets. Proper planning of your data analysis techniques ensures that your findings are reliable and valid.

Creating a Detailed Research Plan

Creating a detailed research plan is essential for the success of your project. It helps you stay organized and ensures that you cover all necessary aspects of your research. Here are the key steps to follow:

Outlining the Methodology

Start by outlining the methodology you will use. This includes deciding on qualitative or quantitative methods, selecting tools for data collection, and determining how you will analyze the data. A clear methodology is essential for the credibility of your research.

Creating a Research Timeline

Next, create a timeline for your research activities. Break down your tasks into manageable steps and assign deadlines to each. This will help you stay on track and ensure that you complete your project on time. Use a table to organize your timeline:

Allocating Resources Effectively

Finally, allocate your resources effectively. This includes budgeting for any costs, such as software, travel, or materials, and ensuring you have access to necessary resources like libraries or labs. Proper resource allocation can make a significant difference in the quality and feasibility of your research.

Writing the Research Proposal

Structuring the proposal.

When structuring your research proposal, it's essential to include several key components. Start with a clear title that reflects the main focus of your study. Follow this with an abstract that provides a brief summary of your research objectives, methods, and expected outcomes. The introduction should set the context for your research, explaining the background and significance of your study. Make sure to include a literature review that highlights existing research and identifies gaps your study aims to fill. Finally, outline your research design, detailing the methods and procedures you will use to collect and analyze data.

Including a Literature Review

A comprehensive literature review is crucial for situating your research within the existing body of knowledge. Begin by gathering relevant sources from academic journals, books, and other credible publications. Summarize and synthesize these sources to show how they relate to your research question. Highlight any gaps or inconsistencies in the current literature that your study will address. This section not only demonstrates your understanding of the field but also justifies the need for your research.

Describing the Research Design

The research design section should provide a detailed plan of how you will conduct your study. Start by explaining whether you will use qualitative, quantitative, or mixed methods. Describe the data collection tools you will use, such as surveys, interviews, or experiments. Outline your sampling methods and criteria for selecting participants or data sources. Finally, detail your data analysis techniques, explaining how you will interpret the results to answer your research question. This section should be thorough enough to convince reviewers that your methodology is sound and feasible.

Implementing the Research Project

Collecting data.

Once your research plan is in place, the next step is to start collecting data. This involves gathering the information you need to answer your research questions . Make sure to use the data collection tools you selected during your planning phase. Accurate data collection is crucial for the success of your project.

Analyzing Results

After collecting your data, the next step is to analyze it. This means looking for patterns, trends, and insights that will help you answer your research questions. Use the data analysis techniques you planned earlier. Remember, the goal is to make sense of the data and draw meaningful conclusions.

Adjusting the Plan as Needed

As you collect and analyze data, you might find that some parts of your plan need to be adjusted. This is normal and part of the research process. Be flexible and ready to make changes to your methodology or data collection methods if necessary. Staying adaptable will help you overcome any challenges that arise.

Presenting Your Findings

Organizing the presentation.

When presenting your research findings, it's crucial to structure your presentation logically. Start with an introduction that outlines the purpose of your research and the main questions you aimed to answer. Follow this with a summary of your methodology, highlighting the key methods used for data collection and analysis. Ensure your findings are presented clearly and concisely , using tables and graphs where appropriate to illustrate your points.

Engaging the Audience

To keep your audience engaged, use a mix of visual aids and verbal explanations. Interactive elements like Q&A sessions or live demonstrations can also be effective. Make sure to explain the significance of your findings and how they contribute to the existing body of knowledge. This not only keeps the audience interested but also underscores the importance of your work.

Handling Questions and Feedback

Be prepared to handle questions and feedback from your audience. This is an opportunity to clarify any doubts and to demonstrate your deep understanding of the subject. Listen carefully to the questions, and take your time to provide thoughtful and well-reasoned answers. This will not only help in addressing any concerns but also in reinforcing the credibility of your research.

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In summary, starting a research project can seem overwhelming, but breaking it down into clear, manageable steps can make the process much more approachable. By carefully defining your research topic, engaging with stakeholders, crafting a precise research statement, and establishing clear goals and methodologies, you set a strong foundation for your project. Remember, a well-organized plan not only helps you manage your time and resources effectively but also enhances the credibility and impact of your research. As you embark on your research journey, keep these steps in mind to navigate the process smoothly and achieve your academic goals.

Frequently Asked Questions

What is a research project.

A research project is a detailed study on a specific topic. It involves gathering information, analyzing data, and presenting findings to answer a particular question or solve a problem.

How do I choose a good research topic?

Pick a topic that interests you and has plenty of resources available. Make sure it aligns with your assignment guidelines and is neither too broad nor too narrow.

Why is it important to define the research subject?

Defining the research subject helps you stay focused and organized. It ensures that you have a clear direction and don't get lost in too many ideas.

Who are stakeholders in a research project?

Stakeholders are people who have an interest in your research. They can include funders, academic supervisors, or anyone affected by your study.

What is a research statement?

A research statement is a clear and concise description of the main question or problem your research aims to address.

What are research goals?

Research goals are the specific objectives you aim to achieve with your study. They guide your research and help you stay focused on your main question.

How do I choose the right methodology for my research?

Choosing the right methodology involves deciding how you will collect and analyze data. Consider whether you need qualitative or quantitative data and choose tools and techniques that best suit your study.

What should be included in a research proposal?

A research proposal should include the research subject, a literature review, research questions, methodology, and a timeline. It outlines what you plan to study and how you will do it.

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• 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 September 5, 2024 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.

You might have to write up a research design as a standalone assignment, or it might be part of a larger   research proposal or other project. In either case, you should carefully consider which methods are most appropriate and feasible for answering your question.

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.

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

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

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

• What is a research plan?

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

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

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

• Why do you need a research plan?

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

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

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

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

Project organization and structure

Well-informed participants

All stakeholders and teams align in support of the project

Clearly defined project definitions and purposes

Distractions are eliminated, prioritizing task focus

Timely management of individual task schedules and roles

Costly reworks are avoided

• What should a research plan include?

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

Specific project goals and individual objectives

Ideal strategies or methods for reaching those goals

Required resources

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

Key performance indicators (KPIs)

Project background

Research and testing support

Preliminary studies and progress reporting mechanisms

Cost estimates and change order processes

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

• How to write a research plan for your project

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

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

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

Define your project’s purpose

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

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

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

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

What you’re doing

Why you’re doing it

What you expect from it

Identify individual objectives

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

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

Select research methods

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

Research methods might include any of the following:

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

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

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

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

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

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

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

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

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

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

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

What do you plan to do with the research findings?

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

Recruit participants and allocate tasks

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

Prepare a thorough project summary

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

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

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

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

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

Create a realistic timeline

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

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

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

Determine how to present your results

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

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

Presentations and slides

A project report booklet

A project findings pamphlet

Documents with key takeaways and statistics

Graphic visuals to support your findings

• Format your research plan

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

Find format inspiration among the following layouts:

Written outlines

Narrative storytelling

Visual mapping

Graphic timelines

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

• Research plan example

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

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

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

Project title

Project members involved in the research plan

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

Objective 1 (provide a short description for each objective)

Objective 2

Objective 3

Proposed timeline

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

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

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

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

Customizing a research plan template

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

Introductions to participants and stakeholders

Background problems and needs statement

Significance, ethics, and purpose

Research methods, questions, and designs

Preliminary beliefs and expectations

Implications and intended outcomes

Realistic timelines for each phase

Conclusion and presentations

How many pages should a research plan be?

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

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

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

What are the seven steps to developing a research plan?

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

Defining the problem

Identifying goals

Choosing research methods

Recruiting participants

Preparing the brief or summary

Establishing task timelines

Defining how you will present the findings

Should you be using a customer insights hub?

Do you want to discover previous research faster?

Do you share your research findings with others?

Do you analyze research data?

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Advanced Research Methods

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• Library Research

What Is a Research Proposal?

Reference books.

• Writing the Research Paper
• Presenting the Research Paper

When applying for a research grant or scholarship, or, just before you start a major research project, you may be asked to write a preliminary document that includes basic information about your future research. This is the information that is usually needed in your proposal:

• The topic and goal of the research project.
• The kind of result expected from the research.
• The theory or framework in which the research will be done and presented.
• What kind of methods will be used (statistical, empirical, etc.).
• Short reference on the preliminary scholarship and why your research project is needed; how will it continue/justify/disprove the previous scholarship.
• How much will the research project cost; how will it be budgeted (what for the money will be spent).
• Why is it you who can do this research and not somebody else.

Most agencies that offer scholarships or grants provide information about the required format of the proposal. It may include filling out templates, types of information they need, suggested/maximum length of the proposal, etc.

Research proposal formats vary depending on the size of the planned research, the number of participants, the discipline, the characteristics of the research, etc. The following outline assumes an individual researcher. This is just a SAMPLE; several other ways are equally good and can be successful. If possible, discuss your research proposal with an expert in writing, a professor, your colleague, another student who already wrote successful proposals, etc.

• Author, author's affiliation
• Explain the topic and why you chose it. If possible explain your goal/outcome of the research . How much time you need to complete the research?
• Give a brief summary of previous scholarship and explain why your topic and goals are important.
• Relate your planned research to previous scholarship. What will your research add to our knowledge of the topic.
• Break down the main topic into smaller research questions. List them one by one and explain why these questions need to be investigated. Relate them to previous scholarship.
• Include your hypothesis into the descriptions of the detailed research issues if you have one. Explain why it is important to justify your hypothesis.
• This part depends of the methods conducted in the research process. List the methods; explain how the results will be presented; how they will be assessed.
• Explain what kind of results will justify or  disprove your hypothesis. 
• Explain how much money you need.
• Explain the details of the budget (how much you want to spend for what).
• Describe why your research is important.
• List the sources you have used for writing the research proposal, including a few main citations of the preliminary scholarship.

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• Last Updated: Aug 22, 2024 3:43 PM
• URL: https://guides.library.ucla.edu/research-methods