setting up a research project

How to Set Up a Research Project (in 6 Steps)

Written by Casey Scott-Songin

Research projects, 0 comment(s).

It can be really exciting to embark on a research project, but knowing where to start can feel overwhelming! Setting up a research project properly means that you will save yourself a lot of stress, worrying about whether you’ll collect useful information, and will save you time analysing results!

Before you even begin to think about what research method you should use or where to recruit participants , you need to think about the purpose, objectives, and key research questions for your project. Below are the six steps to starting a research project that you can be confident in!

1. Define your purpose

The first thing you need to do is have a clear understanding of the purpose of your project. If you had to summarise why you wanted to do this project in two to three sentences, what would they be?

These should include:

• what problem you are trying to solve
• the context for that problem
• the purpose of the project

The problem you are trying to solve

Think about how to summarise your main problem in one sentence.  Is it that your product is not selling? Are you not sure why some ads are more successful than others? Is it that you are struggling to grow you client list? Or maybe There is a high bounce rate on a particular page on your website. Whatever it is, clearly identify it in one sentence (okay, two sentences maximum). 

The context for that problem

This is the opportunity to think about what you already know. This should be a summary of what data or research you already have access to. This could include analytics from your website or social media pages, previous qualitative research you may have done, or sector or industry research you have access to. Basically, this is the data that has helped you realise you had a problem to begin with. Knowing where you are starting from will help you significantly when you finish your research because you’ll have a clear understanding of where you are coming from in order to define where you want to be in the future.

The purpose of the project

This should be a sentence about why you decided to do this research project in the first place. If you are working with stakeholders and will be using this to get research approved, this sentence should be your commitment that research can help solve the problem you have identified.

2. Clarify your Objectives

This section should focus on what the research will add to the overall project. It should clearly identify the goals you want to achieve by the end of the research project. Try to focus on one or two goals maximum. You will know you have succeeded at the end of the project if you have achieved these goals. 

For example, if the problem you have identified is that you have a high bounce rate on the main sales page on your website, your objectives of the research may be:

• To identify the key problems on the sales page that is resulting in a high number of users leaving without buying anything
• To understand which audiences are most likely to leave without purchasing anything

Finally, you should identify (if you can) what type of outcomes you want to have from this research project. Will you be writing a report? Will it result in a list of recommended changes to your website? Being very clear about what to expect at the end of the project helps stakeholders get on board and support research projects like these.

3. Define your Key Research Questions

A very important step in any research plan is to identify your key research questions. These are very useful and help you narrow the focus of your research project. They are also really useful when you are analysing your data! When you go to write your report, if you use the data to answer the questions you’ve asked for this project, you’ll know you will have done what you set out to do. 

These questions should be the key questions you are hoping to get an answer to. Try to keep to around five to ten questions. Being as specific as possible to help you focus your research project and get the answers you need to solve your problem. 

Key research questions should be as specific as possible to help you focus your research project and get the answers you need to solve your problem. 

These questions could fall into some of the below categories:

• Why is something happening? 
• Why are your customers behaving a certain way? 
• Why is something not being used?
• What are your audiences’ needs?
• What is motivating your users to do something?
• What specific questions do you have about the product or service?
• What questions do you have after looking into the data that is already available?

The questions you write should not be the questions you ask your audiences. These are often complex and overarching questions, and will most likely need to be broken down when asking your audiences in order to collect useful data. 

4. Write out your Hypotheses and Challenge your Assumptions

An often skipped step, but an important one nonetheless, is to think about any hypotheses you have. Do you expect to have any particular outcomes to the research? Go back to your research questions and write down what you think the answers might be. What do you expect your audiences to do, think or feel? These will entirely be your thoughts and don’t necessarily have to be based in data. To make sure it is clear, you should write these starting each sentence with  “I think….”. 

Now take a look at your research questions again. Have you made any assumptions when crafting your research questions? Did you leave anything out because you assumed you knew the answers? Did you assume something would be more important that something else?

In order to make sure your research is as objective as possible, you need to be aware of what biases you are bringing to the research.

Understanding your hypotheses and assumptions is a crucial step to making your research objective. In order to make sure your research is as objective as possible, you need to be aware of what biases you are bringing to the research. These biases will mean you will be more likely to hear some things over other things. This is called confirmation bias, and it can lead to you making some results more or less important than they actually are. 

It’s useful to document these so you can refer back to them throughout the research process. If you lay out all the things you think might inadvertently impact your interpretation of the results, it will help you from letting confirmation bias influence your research. 

5. Choose your Methodology 

Now that you have a good understanding of what your research project is trying to accomplish, it’s time to choose the right research method to get the information you are looking for!

There are two main types of research methods to choose from: quantitative research and qualitative research. 

Quantitative research identifies what your users are doing while qualitative research helps to understand why users do what they do.

Quantitative Research

Quantitative research helps to answer the question: What are your consumers/audiences/users doing? These methods can capture large data sets relatively quickly and give a basic understanding of audience behaviours. Having a large data set allows you to provide a strong confidence in findings relatively quickly. You’ll be able to quickly and easily see if any patterns are emerging. 

While quantitative research is very good at capturing what users are doing, it cannot easily capture what users’ underlying decision making processes are. Further, it does not allow you to follow up on unexpected findings, or have the flexibility to investigate different areas on inquiry. 

Qualitative Research

Qualitative research helps to answer the question: Why are users doing what they’re doing? These research methods can provide an in-depth understanding of user behaviours, attitudes and decision making processes. These methods also allow you to have the flexibility to explore unexpected results, which is often where important or insightful data lies. It usually results in much smaller data sets, but the data is often very rich and cn provide a deep dive into the research questions you are hoping to answer.

Qualitative research does not provide a large data set, and analysis can be time consuming. Further, it is often important to make sure you’re project setup is as objective as possible, as it is possible to accidentally skew your data with your own biases. 

Choosing your Research Method

When deciding on a research method, it can be useful to evaluate whether your key research questions fall into one of the following three categories:

If you are looking to collect breadth in data, you are most likely looking to answer questions around what a large group of people think. Some examples of research methods that can provide breadth in data are surveys, task analysis, or card sorting. These are research methods that work best when a wide range or a large quantity of people need to be reached in order to answer your question. They are useful because the methods themselves allow for data to be categorised relatively easily, which helps analyse quickly. These methods are most useful when testing a hypothesis rather than defining a problem. 

If you are looking to understand the context of something, you are most likely trying to get a better understanding of what problems might exist. Research methods that look for context are most useful when there isn’t much knowledge about the subject. They can often help define the questions as well. Context can be captured with qualitative or quantitative methods. Web or social analytics is a good example of understanding context using a quantitative research method.  Qualitative research methods that capture context include participant observations in natural or group settings. Overall, these methods are good at finding out people’s natural behaviours with little intervention – what they do vs. what they say they do. 

Looking for depth in your key research questions most likely means you’ll be using a qualitative research method, such as interviews or focus groups, to answer your questions. These types of research methods allow you to use open questions to dig deeper into answers and explore topics in greater depth. Depth methods allow you to most accurately define a problem you are hoping to solve with your service or product. Methods such as co-creation or participatory design allow for you to work closely with your audiences to design solutions you know they will like. 

If you’d like to learn more about choosing the right research methods, check out my post: How to Choose the Right Research Method for your Project

6. Recruit your Participants

Once you have chosen the research method that would be best for your project, it’s time to think about who you want to speak to, and how you are going to recruit their help to your project. This is often the most difficult task, but it is one of the most critical things to get correct.

How do you recruit participants for your research project?

The first thing you need to do is identify who you would like to speak to. It could be your entire audience, it could be a subset of people, or it could be people who currently don’t engage with you! 

Finding people from your audience

Once you have an idea of who you want to speak to, think about where you might find them. Maybe you have an email list so it’s as simple as reaching out to your current subscribers! If you don’t currently have anyone on your email list, think about where your audience might be. Would they be in a particular facebook group? Maybe they follow you on social media? Reaching out to your audiences on owned channels such as your social media accounts, via email, or even as a pop up on your website can be a really cheap and easy way to speak to your audiences. 

Finding people who don’t know who you are

And if you’re just starting out, or you want to speak to people who don’t currently follow you, you can always recruit through panels. Depending on how many people you’d like to speak to, you can recruit via panels for relatively low costs, and ensure you’ll get participants that will be relevant to your key research questions. Some survey tools (such as Survey Monkey) have panels you can use built right into their software, or you can search for panels in your country (or the country you’re interested in speaking to participants to) to find a company that would be a good partner for your project. 

How many participants is enough?

How many people is enough for your research project will depend entirely on the research method you choose and the complexity of the questions you are trying to answer. For me, I generally try to get at least 100 survey responses if I’m sending out a survey, and anywhere from six to twenty participants for qualitative research methods such as interviews, focus groups, or co-creation. 

Taking slightly more time to set up a research project has huge benefits and means that your results will be as useful as possible and findings and recommendations will come together much easier and quicker than they would otherwise. 

To find out more about a variety of elements that go into research projects in more detail, check out the other posts on my blog !

What steps do you take when starting research?

Let me know in the comments below if you have tried any of the above methods!

And don’t forget to sign up to my newsletter to recieve more on what research methods to choose, research best practice, and a variety of other relevant and informative content!

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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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Key Steps in the Research Process - A Comprehensive Guide

Embarking on a research journey can be both thrilling and challenging. Whether you're a student, journalist, or simply inquisitive about a subject, grasping the research process steps is vital for conducting thorough and efficient research. In this all-encompassing guide, we'll navigate you through the pivotal stages of what is the research process, from pinpointing your topic to showcasing your discoveries.

We'll delve into how to formulate a robust research question, undertake preliminary research, and devise a structured research plan. You'll acquire strategies for gathering and scrutinizing data, along with advice for effectively disseminating your findings. By adhering to these steps in the research process, you'll be fully prepared to confront any research endeavor that presents itself.

Step 1: Identify and Develop Your Topic

Identifying and cultivating a research topic is the foundational first step in the research process. Kick off by brainstorming potential subjects that captivate your interest, as this will fuel your enthusiasm throughout the endeavor. 

Employ the following tactics to spark ideas and understand what is the first step in the research process:

• Review course materials, lecture notes, and assigned readings for inspiration
• Engage in discussions with peers, professors, or experts in the field
• Investigate current events, news pieces, or social media trends pertinent to your field of study to uncover valuable market research insights.
• Reflect on personal experiences or observations that have sparked your curiosity

Once you've compiled a roster of possible topics, engage in preliminary research to evaluate the viability and breadth of each concept. This initial probe may encompass various research steps and procedures to ensure a comprehensive understanding of the topics at hand.

• Scanning Wikipedia articles or other general reference sources for an overview
• Searching for scholarly articles, books, or media related to your topic
• Identifying key concepts, theories, or debates within the field
• Considering the availability of primary sources or data for analysis

While amassing background knowledge, begin to concentrate your focus and hone your topic. Target a subject that is specific enough to be feasible within your project's limits, yet expansive enough to permit substantial analysis. Mull over the following inquiries to steer your topic refinement and address the research problem effectively:

• What aspect of the topic am I most interested in exploring?
• What questions or problems related to this topic remain unanswered or unresolved?
• How can I contribute new insights or perspectives to the existing body of knowledge?
• What resources and methods will I need to investigate this topic effectively?

Step 2: Conduct Preliminary Research

Having pinpointed a promising research topic, it's time to plunge into preliminary research. This essential phase enables you to deepen your grasp of the subject and evaluate the practicality of your project. Here are some pivotal tactics for executing effective preliminary research using various library resources:

• Literature Review

To effectively embark on your scholarly journey, it's essential to consult a broad spectrum of sources, thereby enriching your understanding with the breadth of academic research available on your topic. This exploration may encompass a variety of materials.

• Online catalogs of libraries (local, regional, national, and special)
• Meta-catalogs and subject-specific online article databases
• Digital institutional repositories and open access resources
• Works cited in scholarly books and articles
• Print bibliographies and internet sources
• Websites of major nonprofit organizations, research institutes, museums, universities, and government agencies
• Trade and scholarly publishers
• Discussions with fellow scholars and peers
• Identify Key Debates

Engaging with the wealth of recently published materials and seminal works in your field is a pivotal part of the research process definition. Focus on discerning the core ideas, debates, and arguments that define your topic, which will in turn sharpen your research focus and guide you toward formulating pertinent research questions.

• Narrow Your Focus

Hone your topic by leveraging your initial findings to tackle a specific issue or facet within the larger subject, a fundamental step in the research process steps. Consider various factors that could influence the direction and scope of your inquiry.

• Subtopics and specific issues
• Key debates and controversies
• Timeframes and geographical locations
• Organizations or groups of people involved

A thorough evaluation of existing literature and a comprehensive assessment of the information at hand will pinpoint the exact dimensions of the issue you aim to explore. This methodology ensures alignment with prior research, optimizes resources, and can bolster your case when seeking research funding by demonstrating a well-founded approach.

Step 3: Establish Your Research Question

Having completed your preliminary research and topic refinement, the next vital phase involves formulating a precise and focused research question. This question, a cornerstone among research process steps, will steer your investigation, keeping it aligned with relevant data and insights. When devising your research question, take into account these critical factors:

Initiate your inquiry by defining the requirements and goals of your study, a key step in the research process steps. Whether you're testing a hypothesis, analyzing data, or constructing and supporting an argument, grasping the intent of your research is crucial for framing your question effectively.

Ensure that your research question is feasible, given your constraints in time and word count, an important consideration in the research process steps. Steer clear of questions that are either too expansive or too constricted, as they may impede your capacity to conduct a comprehensive analysis.

Your research question should transcend a mere 'yes' or 'no' response, prompting a thorough engagement with the research process steps. It should foster a comprehensive exploration of the topic, facilitating the analysis of issues or problems beyond just a basic description.

• Researchability

Ensure that your research question opens the door to quality research materials, including academic books and refereed journal articles. It's essential to weigh the accessibility of primary data and secondary data that will bolster your investigative efforts.

When establishing your research question, take the following steps:

• Identify the specific aspect of your general topic that you want to explore
• Hypothesize the path your answer might take, developing a hypothesis after formulating the question
• Steer clear of certain types of questions in your research process steps, such as those that are deceptively simple, fictional, stacked, semantic, impossible-to-answer, opinion or ethical, and anachronistic, to maintain the integrity of your inquiry.
• Conduct a self-test on your research question to confirm it adheres to the research process steps, ensuring it is flexible, testable, clear, precise, and underscores a distinct reason for its importance.

By meticulously formulating your research question, you're establishing a solid groundwork for the subsequent research process steps, guaranteeing that your efforts are directed, efficient, and yield productive outcomes.

Step 4: Develop a Research Plan

Having formulated a precise research question, the ensuing phase involves developing a detailed research plan. This plan, integral to the research process steps, acts as a navigational guide for your project, keeping you organized, concentrated, and on a clear path to accomplishing your research objectives. When devising your research plan, consider these pivotal components:

• Project Goals and Objectives

Articulate the specific aims and objectives of your research project with clarity. These should be in harmony with your research question and provide a structured framework for your investigation, ultimately aligning with your overarching business goals.

• Research Methods

Select the most appropriate research tools and statistical methods to address your question effectively. This may include a variety of qualitative and quantitative approaches to ensure comprehensive analysis.

• Quantitative methods (e.g., surveys, experiments)
• Qualitative methods (e.g., interviews, focus groups)
• Mixed methods (combining quantitative and qualitative approaches)
• Access to databases, archives, or special collections
• Specialized equipment or software
• Funding for travel, materials, or participant compensation
• Assistance from research assistants, librarians, or subject matter experts
• Participant Recruitment

If your research involves human subjects, develop a strategic plan for recruiting participants. Consider factors such as the inclusion of diverse ethnic groups and the use of user interviews to gather rich, qualitative data.

• Target population and sample size
• Inclusion and exclusion criteria
• Recruitment strategies (e.g., flyers, social media, snowball sampling)
• Informed consent procedures
• Instruments or tools for gathering data (e.g., questionnaires, interview guides)
• Data storage and management protocols
• Statistical or qualitative analysis techniques
• Software or tools for data analysis (e.g., SPSS, NVivo)

Create a realistic project strategy for your research project, breaking it down into manageable stages or milestones. Consider factors such as resource availability and potential bottlenecks.

• Literature review and background research
• IRB approval (if applicable)
• Participant recruitment and data collection
• Data analysis and interpretation
• Writing and revising your findings
• Dissemination of results (e.g., presentations, publications)

By developing a comprehensive research plan, incorporating key research process steps, you'll be better equipped to anticipate challenges, allocate resources effectively, and ensure the integrity and rigor of your research process. Remember to remain flexible and adaptable to navigate unexpected obstacles or opportunities that may arise.

Step 5: Conduct the Research

With your research plan in place, it's time to dive into the data collection phase. As you conduct your research, adhere to the established research process steps to ensure the integrity and quality of your findings.

Conduct your research in accordance with federal regulations, state laws, institutional SOPs, and policies. Familiarize yourself with the IRB-approved protocol and follow it diligently, as part of the essential research process steps.

• Roles and Responsibilities

Understand and adhere to the roles and responsibilities of the principal investigator and other research team members. Maintain open communication lines with all stakeholders, including the sponsor and IRB, to foster cross-functional collaboration.

• Data Management

Develop and maintain an effective system for data collection and storage, utilizing advanced research tools. Ensure that each member of the research team has seamless access to the most up-to-date documents, including the informed consent document, protocol, and case report forms.

• Quality Assurance

Implement comprehensive quality assurance measures to verify that the study adheres strictly to the IRB-approved protocol, institutional policy, and all required regulations. Confirm that all study activities are executed as planned and that any deviations are addressed with precision and appropriateness.

• Participant Eligibility

As part of the essential research process steps, verify that potential study subjects meet all eligibility criteria and none of the ineligibility criteria before advancing with the research.

To maintain the highest standards of academic integrity and ethical conduct:

• Conduct research with unwavering honesty in all facets, including experimental design, data generation, and analysis, as well as the publication of results, as these are critical research process steps.
• Maintain a climate conducive to conducting research in strict accordance with good research practices, ensuring each step of the research process is meticulously observed.
• Provide appropriate supervision and training for researchers.
• Encourage open discussion of ideas and the widest dissemination of results possible.
• Keep clear and accurate records of research methods and results.
• Exercise a duty of care to all those involved in the research.

When collecting and assimilating data:

• Use professional online data analysis tools to streamline the process.
• Use metadata for context
• Assign codes or labels to facilitate grouping or comparison
• Convert data into different formats or scales for compatibility
• Organize documents in both the study participant and investigator's study regulatory files, creating a central repository for easy access and reference, as this organization is a pivotal step in the research process.

By adhering to these guidelines and upholding a commitment to ethical and rigorous research practices, you'll be well-equipped to conduct your research effectively and contribute meaningful insights to your field of study, thereby enhancing the integrity of the research process steps.

Step 6: Analyze and Interpret Data

Embarking on the research process steps, once you have gathered your research data, the subsequent critical phase is to delve into analysis and interpretation. This stage demands a meticulous examination of the data, spotting trends, and forging insightful conclusions that directly respond to your research question. Reflect on these tactics for a robust approach to data analysis and interpretation:

• Organize and Clean Your Data

A pivotal aspect of the research process steps is to start by structuring your data in an orderly and coherent fashion. This organizational task may encompass:

• Creating a spreadsheet or database to store your data
• Assigning codes or labels to facilitate grouping or comparison
• Cleaning the data by removing any errors, inconsistencies, or missing values
• Converting data into different formats or scales for compatibility
• Calculating measures of central tendency (mean, median, mode)
• Determining measures of variability (range, standard deviation)
• Creating frequency tables or histograms to visualize the distribution of your data
• Identifying any outliers or unusual patterns in your data
• Perform Inferential Analysis

Integral to the research process steps, you might engage in inferential analysis to evaluate hypotheses or extrapolate findings to a broader demographic, contingent on your research design and query. This analytical step may include:

• Selecting appropriate statistical tests (e.g., t-tests, ANOVA, regression analysis)
• As part of the research process steps, establishing a significance threshold (e.g., p < 0.05) is essential to gauge the likelihood of your results being a random occurrence rather than a significant finding.
• Interpreting the results of your statistical tests in the context of your research question
• Considering the practical significance of your findings, in addition to statistical significance

When interpreting your data, it's essential to:

• Look for relationships, patterns, and trends in your data
• Consider alternative explanations for your findings
• Acknowledge any limitations or potential biases in your research design or data collection
• Leverage data visualization techniques such as graphs, charts, and infographics to articulate your research findings with clarity and impact, thereby enhancing the communicative value of your data.
• Seek feedback from peers, mentors, or subject matter experts to validate your interpretations

It's important to recognize that data interpretation is a cyclical process that hinges on critical thinking, inventiveness, and the readiness to refine your conclusions with emerging insights. By tackling data analysis and interpretation with diligence and openness, you're setting the stage to derive meaningful and justifiable inferences from your research, in line with the research process steps.

Step 7: Present the Findings

After meticulous analysis and interpretation of your research findings, as dictated by the research process steps, the moment arrives to disseminate your insights. Effectively presenting your research is key to captivating your audience and conveying the importance of your findings. Employ these strategies to create an engaging and persuasive presentation:

• Organize Your Findings : 

Use the PEEL method to structure your presentation:

• Point: Clearly state your main argument or finding
• Evidence: Present the data and analysis that support your point
• Explanation: Provide context and interpret the significance of your evidence
• Link: Connect your findings to the broader research question or field
• Tailor Your Message

Understanding your audience is crucial to effective communication. When presenting your research, it's important to tailor your message to their background, interests, and level of expertise, effectively employing user personas to guide your approach.

• Use clear, concise language and explain technical terms
• Highlight what makes your research unique and impactful
• Craft a compelling narrative with a clear structure and hook
• Share the big picture, emphasizing the significance of your findings
• Engage Your Audience : Make your presentation enjoyable and memorable by incorporating creative elements:
• Use visual aids, such as tables, charts, and graphs, to communicate your findings effectively
• To vividly convey your research journey, consider employing storytelling techniques, such as UX comics or storyboards, which can make complex information more accessible and engaging.
• Injecting humor and personality into your presentation can be a powerful tool for communication. Utilize funny messages or GIFs to lighten the mood, breaking up tension and refocusing attention, thereby enhancing the effectiveness of humor in communication.

By adhering to these strategies, you'll be well-prepared to present your research findings in a manner that's both clear and captivating. Ensure you follow research process steps such as citing your sources accurately and discussing the broader implications of your work, providing actionable recommendations, and delineating the subsequent phases for integrating your findings into broader practice or policy frameworks.

The research process is an intricate journey that demands meticulous planning, steadfast execution, and incisive analysis. By adhering to the fundamental research process steps outlined in this guide, from pinpointing your topic to showcasing your findings, you're setting yourself up for conducting research that's both effective and influential. Keep in mind that the research journey is iterative, often necessitating revisits to certain stages as fresh insights surface or unforeseen challenges emerge.

As you commence your research journey, seize the chance to contribute novel insights to your field and forge a positive global impact. By tackling your research with curiosity, integrity, and a dedication to excellence, you're paving the way towards attaining your research aspirations and making a substantial difference with your work, all while following the critical research process steps.

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How to do a research project for your academic study

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Writing a research report is part of most university degrees, so it is essential you know what one is and how to write one. This guide on how to do a research project for your university degree shows you what to do at each stage, taking you from planning to finishing the project.

What is a research project? 

The big question is: what is a research project? A research project for students is an extended essay that presents a question or statement for analysis and evaluation. During a research project, you will present your own ideas and research on a subject alongside analysing existing knowledge. 

How to write a research report 

The next section covers the research project steps necessary to producing a research paper. 

Developing a research question or statement 

Research project topics will vary depending on the course you study. The best research project ideas develop from areas you already have an interest in and where you have existing knowledge. 

The area of study needs to be specific as it will be much easier to cover fully. If your topic is too broad, you are at risk of not having an in-depth project. You can, however, also make your topic too narrow and there will not be enough research to be done. To make sure you don’t run into either of these problems, it’s a great idea to create sub-topics and questions to ensure you are able to complete suitable research. 

A research project example question would be: How will modern technologies change the way of teaching in the future? 

Finding and evaluating sources 

Secondary research is a large part of your research project as it makes up the literature review section. It is essential to use credible sources as failing to do so may decrease the validity of your research project.

Examples of secondary research include:

• Peer-reviewed journals
• Scholarly articles
• Newspapers 

Great places to find your sources are the University library and Google Scholar. Both will give you many opportunities to find the credible sources you need. However, you need to make sure you are evaluating whether they are fit for purpose before including them in your research project as you do not want to include out of date information. 

When evaluating sources, you need to ask yourself:

• Is the information provided by an expert?
• How well does the source answer the research question?
• What does the source contribute to its field?
• Is the source valid? e.g. does it contain bias and is the information up-to-date?

It is important to ensure that you have a variety of sources in order to avoid bias. A successful research paper will present more than one point of view and the best way to do this is to not rely too heavily on just one author or publication. 

Conducting research 

For a research project, you will need to conduct primary research. This is the original research you will gather to further develop your research project. The most common types of primary research are interviews and surveys as these allow for many and varied results. 

Examples of primary research include: 

• Interviews and surveys 
• Focus groups 
• Experiments 
• Research diaries 

If you are looking to study in the UK and have an interest in bettering your research skills, The University of Sheffield is a  world top 100 research university  which will provide great research opportunities and resources for your project. 

Research report format  

Now that you understand the basics of how to write a research project, you now need to look at what goes into each section. The research project format is just as important as the research itself. Without a clear structure you will not be able to present your findings concisely. 

A research paper is made up of seven sections: introduction, literature review, methodology, findings and results, discussion, conclusion, and references. You need to make sure you are including a list of correctly cited references to avoid accusations of plagiarism. 

Introduction 

The introduction is where you will present your hypothesis and provide context for why you are doing the project. Here you will include relevant background information, present your research aims and explain why the research is important. 

Literature review  

The literature review is where you will analyse and evaluate existing research within your subject area. This section is where your secondary research will be presented. A literature review is an integral part of your research project as it brings validity to your research aims. 

What to include when writing your literature review:

• A description of the publications
• A summary of the main points
• An evaluation on the contribution to the area of study
• Potential flaws and gaps in the research 

Methodology

The research paper methodology outlines the process of your data collection. This is where you will present your primary research. The aim of the methodology section is to answer two questions: 

• Why did you select the research methods you used?
• How do these methods contribute towards your research hypothesis? 

In this section you will not be writing about your findings, but the ways in which you are going to try and achieve them. You need to state whether your methodology will be qualitative, quantitative, or mixed. 

• Qualitative – first hand observations such as interviews, focus groups, case studies and questionnaires. The data collected will generally be non-numerical. 
• Quantitative – research that deals in numbers and logic. The data collected will focus on statistics and numerical patterns.
• Mixed – includes both quantitative and qualitative research.

The methodology section should always be written in the past tense, even if you have already started your data collection. 

Findings and results 

In this section you will present the findings and results of your primary research. Here you will give a concise and factual summary of your findings using tables and graphs where appropriate. 

Discussion 

The discussion section is where you will talk about your findings in detail. Here you need to relate your results to your hypothesis, explaining what you found out and the significance of the research. 

It is a good idea to talk about any areas with disappointing or surprising results and address the limitations within the research project. This will balance your project and steer you away from bias.

Some questions to consider when writing your discussion: 

• To what extent was the hypothesis supported?
• Was your research method appropriate?
• Was there unexpected data that affected your results?
• To what extent was your research validated by other sources?

Conclusion 

The conclusion is where you will bring your research project to a close. In this section you will not only be restating your research aims and how you achieved them, but also discussing the wider significance of your research project. You will talk about the successes and failures of the project, and how you would approach further study. 

It is essential you do not bring any new ideas into your conclusion; this section is used only to summarise what you have already stated in the project. 

References 

As a research project is your own ideas blended with information and research from existing knowledge, you must include a list of correctly cited references. Creating a list of references will allow the reader to easily evaluate the quality of your secondary research whilst also saving you from potential plagiarism accusations. 

The way in which you cite your sources will vary depending on the university standard.

If you are an international student looking to  study a degree in the UK , The University of Sheffield International College has a range of  pathway programmes  to prepare you for university study. Undertaking a Research Project is one of the core modules for the  Pre-Masters programme  at The University of Sheffield International College.

Frequently Asked Questions 

What is the best topic for research .

It’s a good idea to choose a topic you have existing knowledge on, or one that you are interested in. This will make the research process easier; as you have an idea of where and what to look for in your sources, as well as more enjoyable as it’s a topic you want to know more about.

What should a research project include? 

There are seven main sections to a research project, these are:

• Introduction – the aims of the project and what you hope to achieve
• Literature review – evaluating and reviewing existing knowledge on the topic
• Methodology – the methods you will use for your primary research
• Findings and results – presenting the data from your primary research
• Discussion – summarising and analysing your research and what you have found out
• Conclusion – how the project went (successes and failures), areas for future study
• List of references – correctly cited sources that have been used throughout the project. 

How long is a research project? 

The length of a research project will depend on the level study and the nature of the subject. There is no one length for research papers, however the average dissertation style essay can be anywhere from 4,000 to 15,000+ words. 

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Research Design | Step-by-Step Guide with Examples

Published on 5 May 2022 by Shona McCombes . Revised on 20 March 2023.

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

• Your overall aims and approach
• The type of research design you’ll use
• 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 aims 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, frequently asked questions.

• 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.

Prevent plagiarism, run a free check.

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, while 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 analysing 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, organisations, 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 generalise 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 generalise 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, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.

Observation methods

Observations allow you to collect data unobtrusively, observing characteristics, behaviours, 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 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 reliable and valid.

Operationalisation

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalisation 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 bias and ensure a representative sample?

Data management

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

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

Keeping your data well organised will save time when it comes to analysing them. It can also help other researchers validate and add to your findings.

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

Quantitative data analysis

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

Using descriptive statistics , you can summarise 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 analysing 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.

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.

Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.

Operationalisation 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, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

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

The research methods you use depend on the type of data you need to answer your research question .

• If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
• If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
• If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

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How to Do Your Research Project: A Guide for Students

Student resources, welcome to the digital roadmap and resources.

Work your way through  interactive exercises  for each stage of the research project roadmap and watch  videos   from your pocket supervisor, Gary Thomas. Explore real-world practice through  case studies   and  journal articles . Reflect, revise, and take your learning on the go with  worksheets  and get to grips with key terms and concepts using digital  flashcards .

Click a base camp below to get started.

For lecturers:

Teach the book in a way that suits your lecturer hall and classroom by modifying and adapting PowerPoint templates that include the key points of each chapter. Log in using the tab at the top for access.

For instructors

Access resources that are only available to Faculty and Administrative Staff.

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This website may contain links to both internal and external websites. All links included were active at the time the website was launched. SAGE does not operate these external websites and does not necessarily endorse the views expressed within them. SAGE cannot take responsibility for the changing content or nature of linked sites, as these sites are outside of our control and subject to change without our knowledge. If you do find an inactive link to an external website, please try to locate that website by using a search engine. SAGE will endeavour to update inactive or broken links when possible.

Illustration by James Round

How to plan a research project

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

by Brooke Harrington   + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):

Publication date:

Title of book, chapter, or article:

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

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

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

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

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

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

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• What 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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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 313,115 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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Setting-Up the Research Process

• First Online: 10 November 2021

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• Stefan Hunziker 3 &
• Michael Blankenagel 3  

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Scientific research is as a formal, rational, and systematic process that provides answers to the study of a phenomenon applying scientific procedures. To achieve such an aim, researchers must follow a path from identifying a problem to presenting reliable results. This chapter summarizes the entire research process. It may surprise researchers that the process does not start with the development of a research question (as usually done in many lectures and textbooks on research). It is by far more useful to think about the conclusions the researcher would like to draw from the research process. This fictitious answer equals the research aim which dominates the research design.

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Blessing, L. T. M., & Chakrabarti, A. (2009). DRM, a design research methodology . Springer.

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Dresch, A., Pacheco, L. D., Cauchick, M., & Paulo, A. (2015). A distinctive analysis of case study, action research and design science research. RBGN, 1116–1133.

Streefkerk, R. (2021). Internal vs. external validity. Retrieved May 28, 2021, from https://www.scribbr.com/methodology/internal-vs-external-validity .

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Hunziker, S., Blankenagel, M. (2021). Setting-Up the Research Process. In: Research Design in Business and Management. Springer Gabler, Wiesbaden. https://doi.org/10.1007/978-3-658-34357-6_3

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Educational resources and simple solutions for your research journey

How to Plan a Research Project

One of the most significant skills of an academician is the knowing how to plan a research project and execute it successfully. This process is often quite stressful, since the skills required for planning and management are not taught in most research groups or academic institutions, and need to be consciously acquired as one proceeds in their career. Over time the challenges that an academician faces while planning a research project keep increasing as the nature of tasks that need to be managed keep multiplying. Planning a research project effectively is the most crucial step as it has direct implications on the overall quality of the project, but it is not easy. If you are looking for some tips on how to plan a research project successfully, then this article will help you out.

1. Define a clear problem statement: As a researcher, you are probably quite familiar with the process of identifying gaps in the existing knowledge base when planning a research project. What you also need to acknowledge right at the beginning is that finding the answers to fill in all those gaps may not necessarily be within the scope of your current project. When you start to plan a research project with this clear understanding, you have the opportunity to ask only relevant questions and define a clear, concise and simple problem statement. Along with this, it is also important to know that the problem statement might keep changing over the course of your project and you need to be flexible enough to modify it as required. If you want know how to plan a research project that has attainable goals, then having a clear and well-defined problem statement is the first step toward it.

2. Set pragmatic goals: Nobody knows more than you how tumultuous and unpredictable a researcher’s journey can be. Additionally, it is always challenging to plan a research project and then ensure it stays on track when multiple variables are involved, which often pose as roadblocks to your project. You can work your way through this by being cautious and pragmatic while setting goals. When planning a research project, consider all the external variables that are beyond your control, and keep troubleshooting strategies ready before beginning your project. This will ensure that your objectives are achieved with minimum hassle. So the next time you find yourself wondering how to plan a research project efficiently, focus on goal setting.

3. Define your timelines: If you often find yourself stuck with how to plan research projects, you’re probably not managing your time well .  So once you have decided the overall objectives and plan for a research project, define the timelines next.  You will need to consider the limited availability of time and resources when planning a research project, as well as the possibility that you may need to revisit and refine your problem statement and objectives routinely throughout the course of this project. Thus, when planning a research project, know that you may not always be realistically possible to adhere to your originally defined timeline. In order to avoid unnecessary delays in your project and to execute the research project successfully, you can break down your objectives into mini-goals that are attainable in a shorter duration. Having weekly or bi-weekly timelines instead of monthly timelines will make it easier to introduce modifications and keep your project on track.

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Setting up a research project

Your organisation is likely to have guidelines for you to follow in order to ensure that your project is properly set up to get off to a good start. Below we outline some of the key areas you are likely to have to consider, and identify key colleagues who will provide expert guidance. You may well have had to consider some of these areas in putting your proposal together, so they may be familiar.

Project finances

This is probably the area that causes most concern for the new PI, but there are some simple and commonsense steps you can take.

Always keep on top of the project finances - befriend the person (probably in a central service) who looks after your project finances from an institutional perspective. If you have not had a project before, you would be wise to familiarise yourself with the finance system and financial processes of your institution. You should review the project finances and ensure that you have been awarded what you had anticipated and make sure that you are aware of any stipulations in the contract/offer as to what might be ineligible expenditure. There are likely to be quite detailed procedures to follow regarding purchasing and other expenditure - but making time in your schedule to keep up to date and on track with project finances will avoid possible problems later on in the life of the project.

Depending on the nature of your project there may be ethical approvals to obtain for your research. Do make sure you allow enough time for this, bearing in mind how frequently the relevant approvals review board or committee meets in your organisation.

Staff recruitment

If you are employing new research staff you will need to liaise with your Personnel or Human Resources department, who will manage the process for you. You are likely to be responsible for providing all the details of the posts you are offering, and arranging interview panels. Usually training and guidance will be offered to help you with these tasks.

Legal conditions

You should ensure that you review the contract/terms and conditions of the grant before you start, as there may well be legal obligations on the project as part of the contract, for example in relation to confidentiality, publication arrangements or reporting requirements. Your organisation should be able to provide access to legal advice if you require it. The page on legal requirements may be helpful.

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Setting up and running research studies

This page covers the main areas to think about when you are setting up a research study .

Seek advice on how to run your study

The NIHR Study Support Service can help you plan, set up and deliver your research to time and target in the NHS, public health and social care settings.

Contact the study support service around the time your study has been shortlisted by a funder. This will ensure you get the full range of relevant support for you and your study.

They can advise on:

• whether you can get delivery support from the NIHR Clinical Research Network
• other aspects of delivering your study, like attributing costs or recruiting participants

Additionally, the UKCRC Registered Clinical Trials Unit Network offers a  one-day workshop designed for current and aspiring Chief Investigators, to empower you to excel in the conduct of clinical trials through effective collaboration with a clinical trials unit.

Develop your research team

Make sure your research team has the appropriate expertise. It needs to include:

• project management
• patient and public involvement
• statistics, academics
• health economics
• clinical or subject (where applicable)

Be Part of Research  is an online service that helps members of the public understand what research is, what taking part might involve, as well as helping people find research studies and volunteer to take part.

Please make sure you read the  guidance on roles and responsibilities  before involving members of the public.  

Collaborate

You may want to partner or collaborate with the   life sciences industry or charities .

You can also engage and collaborate with experts in our research infrastructure, to develop and create opportunities for your own research. Our researchers have expertise in:

• experimental medicine
• early-phase translational research
• in vitro diagnostics
• patient safety
• implementation research

Find out about collaboration opportunities .

Identify sites for your study

Our Study Support Service can help you to quickly and efficiently identify suitable research sites across the United Kingdom.

Contact your Local Clinical Research Network (LCRN) to get started. We will use our national network, alongside colleagues in devolved administrations,  to gather expressions of interest from investigators at sites throughout the NHS, including primary, social and community care settings.

You can review the responses and engage directly with sites for more in-depth site selection discussions.

To access this support, please   contact your Local Clinical Research Network directly . If you are a life sciences organisation, please   get in touch with our Industry Support Team . 

Queries regarding access to research infrastructure support outside of England, should be directed to the relevant national coordinating functions:

• Scotland:  NHS Research Scotland (NRS)

Email:  [email protected]

• Wales:  Health and Care Research Wales (HCRW )

Email:  [email protected]

• Northern Ireland:  Northern Ireland Clinical Research Network (NICRN)

Email:  [email protected]

Study delivery review

For all new studies, we undertake a study wide assessment to identify and highlight any challenges to study delivery before they occur.

For example, we may identify staff training or specialist equipment that should be made available to support your study.

We then share this information with all your sites to enable a proactive approach to study set-up. We will discuss and agree measures required to address any challenges.

Streamline your study set-up

Our Study Support Service will create and implement a study-wide action plan containing recommendations and key information to help sites open as quickly and efficiently as possible. We use our national network to share the action plan with all your sites.

The study-wide action plan serves as a central resource - enabling a ‘do once and share’ approach. It facilitates development of proactive solutions, encourages collaborative working, and ultimately helps to maximise successful delivery of your research.

As part of the Health Research Authority (HRA) approval process, all NHS sites are required to confirm that they have   capacity and capability to deliver your research . For studies taking place within the NHS, the study-wide action plan also contributes towards the assessment process and helps to provide consistency in set-up across all sites.

Performance monitoring: Keep your research on track

Our Study Support Service will work with you to monitor the progress of your research against its recruitment target and timelines.

Our data systems collate site level information to provide study-wide oversight. This enables a proactive approach for identifying studies that require additional support to stay on track.

As part of this service, your study will be allocated a performance review lead. They will be responsible for monitoring the progress of your study through its life cycle. Your performance review lead will schedule regular review meetings, and they will be your main contact point while your study is open to recruitment.

Access data, patient cohorts or samples support

We fund a number of initiatives to help researchers access health data, identify participants for research, and access, store and analyse research samples.

Access to data

Clinical practice research datalink (cprd).

The Clinical Practice Research Datalink (CPRD) provides access to high-quality, anonymised primary care data for past and future public health and clinical studies. These include outcomes research, epidemiology and randomised controlled trials.

The primary care data are linked to a range of other health-related data to provide a longitudinal, representative UK population health dataset.

CPRD data and services can be highly tailored to meet your specific research needs.

Find out more about CPRD

NIHR Health Informatics Collaborative

The NIHR Health Informatics Collaborative (HIC) provides access to high-quality, longitudinal secondary care datasets for translational research. Datasets are available in a number of clinical areas:

• cardiovascular medicine 
• cancer: breast, colorectal, lung, ovarian and prostate
• critical care
• hearing loss
• infectious diseases
• musculoskeletal
• renal transplantation
• viral hepatitis

Find out more about HIC .

ScanMedicine

ScanMedicine   is a comprehensive database of clinical trials and medical device information. Researchers can use this database to gain an overview of the research landscape in their area of interest, to support planning research and building collaborations.

You can simultaneously search 11 major health databases across the globe for up-to-date information on what new medicines, devices and diagnostics are on the horizon. It was developed by the  NIHR Innovation Observatory .

Find out more about ScanMedicine

Clinical Record Interactive Search (CRIS) and the Dementia CRIS (D-CRIS)

The Clinical Record Interactive Search (CRIS) and the Dementia CRIS (D-CRIS), based at the NIHR Maudsley Biomedical Research Centre, provide rapid access to pseudonymised mental health clinical records held in NHS systems.

This allows researchers to search structured and unstructured free-form clinical data, to swiftly investigate hypotheses and define anonymised patient cohorts.

In addition, some patients have given pre-consent to be contacted about research projects from information in their records, allowing targeted recruitment for trials and observational studies.

Find out more about   CRIS.

Access to patient cohorts

Nihr bioresource.

The NIHR BioResource is a panel of over 200,000 healthy volunteers and patients with common and rare diseases who are willing to be approached to participate in research studies investigating the links between genes, the environment, health and disease.

The NIHR BioResource can help you identify and recruit study participants who have been characterised by genotype and phenotype.

Find out more about the NIHR BioResource .

Access, storage and analysis of research samples

The uk clinical research collaboration (ukcrc) tissue directory.

The UK Clinical Research Collaboration (UKCRC) Tissue Directory is a free online resource that catalogues the different types of human sample resources across the UK. For example, biobank, cohort, biorepository, clinical trial.

Researchers can search the directory by gender, age, and disease, to either find banked samples or resources that can acquire bespoke collections.

Find out more about the UKCRC Tissue Directory .

NIHR National Biosample Centre

The NIHR Biosample Centre provides a high quality, high capacity service for  collection, processing, storage and analysis of biological samples from biomedical research.

Find out more about the NIHR Biosample Centre .

MRC-NIHR National Phenome Centre

The MRC-NIHR National Phenome Centre has world-class metabolic profiling techniques for advancing academic and clinical research in personalised medicine, diagnostics and nutrition.

The centre offers a wide range of analysis services to researchers, from broad profiling untargeted assays through to targeted assays. These services are offered on a collaborative project basis or as a fee-for-service offering.

Find out more about the MRC-NIHR National Phenome Centre .

Access facilities for early stage research

The NIHR funds research infrastructure to support researchers with the delivery of early stage experimental medicine research studies. Our funding goes towards purpose built facilities in the country’s leading NHS hospitals and universities and a skilled workforce of researchers and clinical trial support staff.

Our facilities and expertise in research delivery are available to researchers who want to deliver experimental medicine research.

Access our facilities

NIHR Clinical Research Facilities (CRFs) are dedicated and purpose built facilities in NHS hospitals where researchers can deliver early phase clinical trials. The 22 facilities around England have cutting-edge technologies and access to patients.

Find out more about our facilities .

NIHR CRFs have skilled clinical trial support staff who can support complex or high intensity experimental research. The facilities are supported by the   UK Clinical Research Facility Network , which provides best practice guidance and tools to ensure each CRF delivers clinical trials of the highest standard.

The Experimental Cancer Medicine Centres (ECMCs) are a network of world-leading scientists and clinicians who bring together expertise and techniques to support the delivery of early phase cancer trials. The NIHR funds 14 ECMCs across England in close partnership with Cancer Research UK.

Find out more about our experimental cancer research network

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Basic Steps to Building a Research Program

Allison baer.

American Society of Clinical Oncology, Alexandria, VA; Howard Regional Health Care System, Kokomo, IN; Berman Cancer Institute, Greater Baltimore Medical Center, Baltimore, MD; and Clinical Trial Support Unit Hematology/Oncology, Hospital for Sick Children, Toronto, Ontario, Canada

Naftali Bechar

Susan devine.

Establishing a clinical trial infrastructure is an important step when developing a successful research program. Two areas required for success include financial oversight and a qualified research team.

Establishing a clinical trial infrastructure is one of the most challenging, yet important, steps when developing a successful research program. Two areas required for success include financial oversight and sustaining a qualified research team. This article, part of the Attributes of Exemplary Research series, 1 targets new investigators and those expanding their research programs and provides practical advice from successful experts.

Planning From Within

Taking an entrepreneurial approach is a successful mechanism when developing a clinical research program. Maintaining a sustainable program requires fiscal planning, much like a business. When developing the financial infrastructure, it is helpful to consider budgeting from both broad and narrow perspectives. For example, a study budget must be developed for each individual trial, whereas the program itself requires a budget that manages indirect costs required regardless of patient enrollment. The amount dedicated to indirect costs and the mechanisms by which the funds are used vary by institution and are pre-established at some sites. Sites that do not have a pre-established rate make this determination by calculating overhead costs not directly related to the study protocol, including space, utilities, information technology, and staff compensation. The amount varies by program, but many sites require roughly 25% from each study budget to cover the total of all indirect costs.

It is important to remain realistic when considering the amount of money needed for both direct and indirect costs, and to plan meticulously before initiating a new clinical trial, negotiating for industry trials, or establishing a budget within the institution. Institutions with a clinical trials office usually have guidance regarding budgeting and have contracts established with the National Cancer Institute (NCI) regarding the institute's indirect cost requirement. In contrast, practitioners in community settings have increased autonomy to predict costs and negotiate accordingly. Finding a mentor or establishing an institutional partnership can be helpful for physicians in this situation. Greater detail regarding cost-neutral budgeting is discussed in a previous article in the Attributes of Exemplary Research series published March 2009, entitled “Cost-Neutral Clinical Research Enterprise.” 2

Thinking Globally

Researchers are often frustrated that per-patient reimbursement does not always cover the actual costs of conducting a trial and that reimbursement is usually given after patient enrollment. With NCI cooperative group trials, inadequate federal funding is well documented, including an ASCO study that determined the average cost of each patient in a clinical trial to be $6,000, whereas per-patient reimbursement is only $2,000. 3 The key to success is awareness of alternative funding mechanisms and using them to supplement program needs.

A good place to start is within an institution. Some physicians and their staff members receive salaries through a hospital or clinic that supports clinical research, a great employment option for individuals dedicated to conducting trials. These physicians are under less pressure to increase patient volume and are able to dedicate additional time to clinical research. This model has a record for success and is often cited as a reason pediatric clinical trials accrue so well. Physicians who are not salaried can build a similar mechanism into their practice. For example, because research requires additional time not reimbursed by insurance or Medicare, consider adding physician reimbursement as a cost covered by the study budget. Reimbursing physicians for their time is a reasonable study cost and helps create a research culture within the institution.

Sites also benefit from offering a broad menu of clinical trials. If the program is not breaking even conducting federally funded trials, adding industry trials may be a good option. Though investigators are generally pleased by the higher reimbursement rates provided by industry, some complain that industry trials are less stimulating and provide fewer opportunities for publication. Using a combination of trials from industry and the NCI Cooperative Groups can help clinical researchers get the best of both worlds. Always be selective before choosing trials and consider the question being investigated as well as patient demographics. If researchers open a trial that cannot accrue, they tax the program budget by wasting time and resources. Before initiating a new trial, also be mindful of the degree of trial complexity a practice can facilitate, such as the ability to properly prepare biospecimens, manage unstable investigational agents, and meet all eligibility criteria. Financial balance will certainly fail if there are unexpected equipment upgrades required to support the conduct of a trial.

Though NCI per-patient reimbursement alone is often insufficient, many additional options are available through NCI and other federal sources. 4 Becoming a community clinical oncology program (CCOP) is a great option for community sites dedicated to research. CCOPs benefit from having access to numerous phase I, II, and III trials and have autonomy to choose with which research bases they wish to partner. CCOPs also manage their own budgets and receive some funding before patient enrollment, unlike standard cooperative group partnerships. Becoming a CCOP requires a previous record of success.

If a program is still in initial stages, consider becoming an affiliate member of a cooperative group instead. This enables a researcher to partner with a member institution and participate in all trials offered through the institution's cooperative group affiliation. In this mechanism, reimbursement is provided after patients are enrolled and is initially given to the member institution, which is then responsible for channeling funds to partner institutions. Joining the NCI Clinical Trials Support Unit is also an option worth pursuing for programs at all levels. Also, NCI has many investigator-initiated funding opportunities, including training grants and administrative supplements, all of which are listed on the NCI Web site.

In addition to federal options, enhancing knowledge of funding opportunities offered through philanthropic organizations can be beneficial. From professional societies to advocacy organizations, most offer varying levels of grants, and some exceed several million dollars in annual funding. Many of the grants can be used to supplement the research one is already pursuing, such as ASCO's community oncology research grants. 5 Be clear about the requirements associated with grants funded by nonprofit organizations. Most researchers find these grants helpful, but some are not applicable because of conflicts of interest or inability to meet associated requirements.

If a researcher thinks it necessary to cut items from the budget, plan strategically. For example, an easy expenditure to cut may be the funds allocated to conferences and poster presentations. However, name recognition is an important aspect of peer review, and establishing oneself in the research community is imperative for future success. Consider instead applying for an employer travel grant or fee waiver, or through an external organization, such as the one conducting the conference. Also, do not automatically dismiss grants for small amounts of funding; instead, consider realistic ways to incorporate these mechanisms into your program. Smaller grants can be useful to fund feasibility studies or pilot projects. Using supplemental funding mechanisms can greatly enhance a clinical research program.

Developing the Research Team

Physicians dedicated to clinical research are the key to successful programs. Many physicians have endorsed the importance of clinical trials, but few enroll 10% of their patients, an attribute of an exemplary clinical trial site. 1 In the Eastern Cooperative Oncology Group (ECOG), 80% of ECOG community hospital accrual comes from only 20% of registered investigators, indicating that most oncologists do not fully integrate research into their practice. When identifying new staff, it is important to recognize individuals who see clinical trials as an important treatment option. Training physicians who do not already value research is difficult.

Conducting clinical trials in a community setting presents challenges that novice researchers may not have confronted while training at academic institutions. 6 One example is the sheer number of trials onto which community researchers enroll their patients. Whereas academic physicians generally have narrow areas of expertise and accrue to a subset of studies, community physicians typically treat a variety of primary tumors and participate in a broader range of trials. Some physicians overcome this barrier by carrying a booklet that includes a brief explanation of each trial their practice offers. Community physicians may also have to spend more time educating patients and assuring informed consent because patients in the community setting may be less familiar with clinical trial options. In general, it is important to realize that conducting clinical research in a community setting takes time and adaptation. Hiring physicians committed to research and providing them with site-specific training is key to creating a successful research program and sets the tone for other clinical and support staff.

Although the physician is vital to creating a research culture and enrolling patients on trials, nonphysician staff are imperative to the overall success of the program. An ASCO study completed in 2003 found that physicians accounted for only 9% of the overall time required to conduct a clinical trial, whereas nurses and data mangers contributed more than 30% each. 3 At least one dedicated research staff member is critical to ensuring studies receive necessary attention. The clinical research associate (CRA), who may or may not be a nurse, is responsible for research study tasks and assuring all deadlines are met. Study success relies heavily on this person because they are responsible for everything from meeting submission deadlines and reviewing inclusion/exclusion criteria to collecting data and serving as the main source of interaction with patients on study, which can substantially influence participant enrollment and retention. The CRA is also responsible for maintaining the program's regulatory compliance, which is essential to the research program and requires dedicated time beyond the scope of clinical practice.

If the program is small and only one staff person is supported, it is generally best to select a nurse because there are clinical components of research that only nurses are qualified to do. However, if more than one staff person is available, it becomes important to consider the tasks that need completed to determine the best mix of clinical and nonclinical staff. For example, it makes no sense to pay a nurse to photocopy papers or extract data from medical records when appropriately qualified but lower-salaried individuals can be assigned to the task.

Training staff is imperative when developing a research team and should combine on-the-job instruction with formal training. Training within the institution may include mentorship from senior staff, active observation of study tasks, participation during industry initiation visits, and involvement during monitoring/audit preparation. Formal research training can be obtained through professional societies, universities, and online. If the program is new, it may be helpful to gradually build the research portfolio so the CRA has time to learn properly the many responsibilities associated with specific research projects. If a new CRA is starting at an established program, consider initiating incremental advancements so the CRA can be promoted as responsibilities increase. In either situation, the goal should be to prevent overwhelming the individual and providing achievable goals that lead to job satisfaction. These extra steps are important for staff retention. Considering that it takes roughly 6 to 12 months to fully train research staff, frequent job turnover can affect data quality and impede program development.

Other staff that cannot be overlooked include pharmacy staff and those responsible for reimbursement. From the study initiation, clear roles must be established assuring all study tasks are accomplished. Development of standard operating procedures, which are written instructions regarding study responsibilities, are often a good way to be certain that all tasks are consistently met. 1 Although this step requires time up front, it can be highly beneficial during audits and staffing changes and may be required by the study sponsor. Pharmacy staff members, for example, need procedures regarding proper storage and handling of study drugs. Reimbursement specialists need to know how to submit research claims properly and what to charge against the study budget versus the patient insurance. Some practices find it useful to schedule regular meetings to educate staff regarding research and provide updates regarding new protocols. Incremental auditing is also a helpful way for a new program to ensure the quality of research at the institution. Occasional external audits provide feedback not available through internal auditing alone and assure the program is meeting Good Clinical Practice guidelines. Developing a successful research program can be challenging but can provide great personal satisfaction and offers a wide range of treatment options for patients.

Upcoming Events

ASCO plans to offer online educational opportunities in which content providers to the series will discuss these topics in more detail. See ASCO's Web site at www.asco.org/ClinicalTrialResources for more information and access the entire Attributes of Exemplary Research series at http://jop.ascopubs.org/ . The next article in this series, which will provide practical tips regarding contracting, will be published in the March issue of Journal of Oncology Practice .

Feedback Request

Suggest future topic ideas for the series and provide your feedback by sending an e-mail to gro.ocsa@secruoserhcraeser .

For additional literature on this topic, read the article “Clinical Research by Community Oncologists,” published by the American Cancer Society and available free online at http://caonline.amcancersoc.org/cgi/content/full/53/2/73 .

For more information about the National Cancer Institute (NCI) Community Clinical Oncology Program, visit the Web site at http://prevention.cancer.gov/programs-resources/programs/ccop .

View free NCI education modules entitled “Incorporating Cancer Clinical Trials into Your Practice” at http://cme.cancer.gov/clinicaltrials/learning/course7.asp .

Learn about grant and award opportunities offered through ASCO at http://www.asco.org/ASCOv2/Research+Resources/Grants+%26+Awards .

Formal staff training and certification is offered via the Society of Clinical Research Associates and the Association of Clinical Research Professionals.

ASCO Statement on Minimum Standards and Exemplary Attributes of Clinical Trial Sites

The ASCO statement addresses the minimum requirements for sites conducting quality clinical trials as well as the attributes of exemplary sites. Both minimum requirements and exemplary attributes were based on a review of the literature, current regulatory requirements, and consensus among community and academic clinical researchers. To conduct quality clinical research, sites should meet the minimum requirements. It should be noted, however, that the exemplary attributes are voluntary and suggested as goals, not requirements. Not all attributes will apply to all clinical trial sites, and many sites may be able to conduct high-quality clinical trials without accomplishing all attributes.

Authors' Disclosures of Potential Conflicts of Interest

The authors indicated no potential conflicts of interest.

Setting Up a Research Project: A Step-By-Step Guide

When you are ready to start your research project, there are a few things that you will need to do in order to get started. This step-by-step guide will help you get your project off the ground and ensure that it is successful. 1. Define your research question – What are you hoping to learn from your research? Your question should be specific and focused in order to make your project manageable. 2. Choose your methodology – How will you go about answering your research question? There are many different research methods available, so it is important to choose one that is appropriate for your topic and meets your needs. 3. Find sources of information – Where will you look for answers to your question? You may need to consult books, articles, data sets, or other sources of information in order to find the answer to your question. 4. Plan for data collection – If you are using qualitative methods, how will you collect data? Will you conduct interviews or focus groups? If you are using quantitative methods, how will you collect data? Will you use surveys or experiments? 5. Write up a research proposal – Once you have completed steps 1-4, it is time to write up a formal proposal for your research project. This proposal should include an introduction, literature review, methodology section, and proposed schedule of work.

Are you planning to conduct a research project? Whether you are researching for a school assignment, work project or personal interest, it is important to follow some basic steps in order to set up your project correctly. By taking the time to do this, you will save yourself a lot of time and effort in the long run. The first step is to come up with a research question. This will be the focus of your entire project, so it is important that it is something you are interested in and that there is enough information available on the topic. Once you have a question in mind, try doing some preliminary research to see if there is enough material available to answer your question. Next, you need to develop a research plan. This will involve deciding what methods you will use to collect data and what sources you will consult. It is also important to think about how much time you have for your project and what timeline you need to follow. Make sure that your plan is realistic and achievable given the resources available to you. Once you have developed a plan, it is time to start collecting data. This can be done through interviews, surveys, observations or by consulting existing studies on your topic. Again, make sure that you are using reliable sources and that your data collection methods are valid and reliable. After collecting data, it is time to start analyzing it. This involves looking for trends and patterns within your data set and interpreting what they mean in relation to your research question. Be careful notto make any assumptions during this stage – stick strictlyto the facts! Finally, once you have analyzed your data, it is time topresentyour findings . This can be done through writing a report or givinga presentation , depending on what format is required byyour assignment . Make sure thatyou presentyour findings in an organizedand clear manner , highlightingthe most important points . If possible , trytoprovide recommendations basedonyour findings . Settinguparesearchproject mayseemlike alotofworkat first , butifyoufollowthese stepsitwillbea smoothandenjoyable process !

7 Steps in Writing a Research Paper

There is no magic formula for writing a successful research paper. It is essentially a process of trial and error, starting with a broad topic and gradually narrowing your focus until you can zero in on a specific thesis. The following seven steps will help you write a good research paper: 1) Choose a topic that interests you. This may seem like an obvious step, but it’s important to pick a topic that you’re actually interested in investigating. If you’re not interested in the subject matter, it will be very difficult to stay motivated throughout the writing process. 2) Do some preliminary research. Once you’ve chosen your topic, it’s time to do some initial research. This will help you get acquainted with the existing literature on your topic and identify potential gaps in the existing research. 3) Develop a thesis statement. A thesis statement is a concise statement of your main argument or claim. It should be specific and arguable, rather than general or vague. A good thesis statement will make it easier to structure your paper and keep your argument focused. 4) Make an outline. An outline is essential for keeping your paper organized and ensuring that all of your key points are included. It doesn’t have to be overly detailed; just enough to give you something to work from as you write each section of your paper. 5) Write each section of the paper individually (introduction, body paragraphs, conclusion). Once you have an outline, start by writing each section separately before putting them all together into one cohesive document. This will make revising and editing much easier later on down the line. Plus, it’s often easier to write when you don’t have to worry about transitioning between different sections just yet. In the introduction, start by introducing your reader to your topic and why it’s important/interesting/relevant . Next , provide some background information on the issue at hand . Finally , conclude with your thesis statement . In the body paragraphs , develop each point listed in your outline using evidence from secondary sources . Remember to cite all of your sources ! And finally , in the conclusion , wrap up everything by reiteratingyour main pointsand leavingthe readerwith somethingto think about . 6 ) Edit & proofread! After taking some time away fromyour draft(a day or twois usually sufficient ), come backwithfresh eyesand editfor clarity , grammar ,and style errors .

Research Project Example

Assuming you would like a blog post discussing a research project example: A research project is typically assigned in order to encourage students to conduct original research and synthesize what they have learned from their coursework. In many cases, the topic of the research project will be directly related to the student’s major area of study. For instance, a psychology student may be asked to design and carry out an experiment testing a new method of therapy. A sociology student might examine crime rates in different neighborhoods. And so on. There are several stages to completing a successful research project: 1) Selecting a topic 2) Conducting background research 3) Developing a thesis statement 4) Creating an outline 5) Writing the paper 6) Citing sources 7) Proofreading and editing. Each stage is important and should not be overlooked or rushed through if you want your final product to be strong. Let’s take a closer look at each stage: Choosing Your Topic: The first step is deciding what you want to write about. This may seem like an obvious task, but it’s actually more difficult than it sounds. You need to choose a topic that interests you, but that is also specific enough that you can narrow your focus and conduct meaningful research. For instance, “teenage pregnancy” is too broad of a topic—you would never be able to cover everything there is to say about it in one paper. But “the effects of teenage pregnancy on high school dropout rates” is much more manageable (and interesting!). If you’re having trouble coming up with ideas, try brainstorming with friends or family members, looking through old papers you’ve written for other classes, or searching online for lists of possible topics (just make sure whatever list you find isn’t too outdated). Once you have some ideas, consult your teacher or professor to get feedback and suggestions before settling on one particular topic. Research: The second step is doing some preliminary research on your topic in order to gain a better understanding of what has already been said about it by other scholars as well as what direction your own paper could/should take. This process begins with finding good sources—books, articles from scholarly journals, etc.—that provide reliable information about your topic (as opposed to biased or inaccurate information).

Research Project Sample Pdf

Research project steps.

Assuming you are referring to the steps of a research project, they are as follows: 1. Choose a topic 2. Do preliminary research on your topic 3. Develop a thesis or purpose statement 4. Create an outline 5. Write a draft 6. Evaluate your sources 7. Revise and edit your paper 8. Create a bibliography or reference list

What are the 7 Steps of the Research Process?

The research process is a systematic procedure for conducting research. It includes seven steps: 1. Identifying the research problem or question. 2. Reviewing the literature. 3. Developing hypotheses or research questions. 4. Designing the study. 5. Collecting data. 6. Analyzing data and drawing conclusions.

6 Steps in Conducting Research

The process of conducting research can be broadly broken down into a few distinct steps. Although these steps may vary slightly depending on your field or the specific project you are working on, they provide a general framework for how most research is conducted. 1) Identify the Problem or Question: The first step in any research project is to identify the problem or question that you want to answer. This can come from your own observations, from talking with others, or from reading about something that interests you. Once you have identified a problem or question that you want to investigate further, you can start to formulate a hypothesis or research question to guide your study. 2) Review the Literature: The next step is to review the existing literature on your topic of interest. This will help you to better understand the current state of knowledge and identify any gaps in the literature that your study could address. It is important to read widely at this stage and not just focus on those studies that directly relate to your hypothesis – often the most interesting and unexpected findings come from thinking outside of the box. 3) Develop Your Methodology: Once you have a good understanding of the existing literature, you can start to develop your methodology – this is where you will define how you will go about answering your research question. Will you use qualitative or quantitative methods? What sort of data will you collect? How will you analyze it? There are many different ways to approach a research project, so it is important to carefully consider which methodology best suits your particular question and setting. 4) Collect and Analyze Data: The fourth step is collecting and analyzing data relevant to your study. This data can come from surveys, interviews, observation, or other sources depending on what type of information you need to answer your research question. Once again, there are many different ways to approach data analysis; some common methods include statistical analysis, content analysis, case studies, and phenomenological analyses. 5) Write Up Your Results: After analyzing your data, it’s time to write up your results in a clear and concise manner. This usually takes the form of a scholarly article or report which includes an introduction outlining the problem/question being addressed as well as a review of previous literature; methods; results; discussion/interpretation of findings; conclusion; and references cited throughout the paper . Other formats such as posters or presentations may also be used depending on audience and context .

How to Do an Independent Research Project

5 steps in writing a research paper.

If you’re a student in high school or college, there’s a good chance that you’ll be asked to write a research paper at some point. A research paper is basically just an expanded essay that presents your own interpretation or evaluation or argument. When you write a research paper you build upon what you know about the topic and make a deliberate attempt to find out what experts know. A research paper involves surveying a field of knowledge in order to find the best possible information in that field. And that survey can be orderly and focused, if you know how to approach it. Don’t worry–you won’t get lost in a sea of sources. In this article we will outline the steps for writing an effective research paper. 1) Choose Your Topic Carefully: Keep in mind that choosing an interesting and unique topic is vital for the success of your research paper. The best way to choose a good topic is to brainstorm with someone else about potential ideas, look up topics online, or attend lectures/read books on potential areas of interest. Once you have chosen your topic, narrow it down into one specific question which your paper will answer; this will be your thesis statement. 2) Do Some Background Research: After you have chosen and focused on one particular question, it’s time to do some background research on the subject matter. Try looking up your topic online first; this can give you an overview of what has been researched before and help focus your own efforts more quickly. However, don’t rely too heavily on internet sources; visit your campus library and look for academic journals related to your topic so that you can get more detailed and reliable information from authoritative sources. When taking notes during this phase ofresearch be sure toparaphrase rather than copy verbatim so as notto plagiarize lateron! 3) Develop Your Thesis Statement: This is the central claim or argument that your essay will make–backed up by evidence from primary and secondary sources (more on these later). A strong thesis statement takes some sort of stance; rememberthatyour goal isto persuade readersof somethingby presenting convincing evidence from reliable references 4) Find Reliable Sources: Now it’s time for some serious digging!

What are the 7 Steps of the Research Project?

The research process is a step-by-step method to help you build knowledge about your topic. It involves finding and evaluating sources, making notes, and writing up your findings. There are seven steps in the research process: 1) Choose a topic 2) Find background information 3) Develop a research question 4) Locate and evaluate sources 5) Take notes 6) Write up your findings

What are the 8 Steps in Planning a Research Project?

What are the 5 steps in a research project.

If you’re planning a research project, you need to take careful steps in order to ensure that your project is successful. Here are the five steps that you’ll need to take: 1. Choose a topic. This is probably the most important step in the entire process. You need to choose a topic that you’re interested in and that has enough information available for you to research. Spend some time brainstorming and narrow down your choices until you have one or two topics that you’re ready to move forward with. 2. Do your background research. Once you’ve chosen a topic, it’s time to start doing some background research. This will help you learn more about your topic and familiarize yourself with the existing literature on the subject. Try using both online and offline sources for your research, such as books, articles, websites, etc. 3. Develop a research question. The next step is to develop a specific research question that you want to answer with your project. Your question should be something that can be answered through data and analysis; it shouldn’t be something that can only be opinion-based. Once you have a question in mind, try breaking it down into smaller sub-questions which will help guide your research process. 4. Collect data and analyze it . Now it’s time to collect data relevant to yourresearch question . This data can come from surveys , interviews , observations , or secondary sources . Once you have collected this data , it’s importantto spend time analyzing it carefully so thatyou can draw accurate conclusions from it . Try using different methods ofdata analysis , such as statistical analysis or qualitative analysis . 5 Write up your findings . The final step is takings all ofyour dataand findingsand writing themupin aclearand concise manner . Your write – upshould include an introduction , body section discussingyour findings in detail , and a conclusion summarizing whatyou learned fromthe entire process .

What are the 12 Steps in the Research Process?

The research process is a series of steps that helps you answer questions and solve problems. It’s important to remember that there is no one correct way to do research, but these 12 steps will get you started: 1. Define the problem or question. 2. Gather information about the problem or question. This can be done through reading, interviews, observation, or experimentation. 3. Form a hypothesis, or possible answer to the problem or question. 4. Test the hypothesis by conducting further research and analysis. 5. Analyze the data collected and draw conclusions based on your findings. 6. Communicate your findings to others in a clear and concise manner. This can be done through writing papers, giving presentations, or creating visualizations like charts or graphs. 7. Reflect on your work and consider ways to improve it in the future.

My Step by Step Guide to Writing a Research Paper

This blog post provides a step-by-step guide for setting up a research project. It covers choosing a topic, finding sources, taking notes, and creating an outline. The post includes links to resources that can help with each step of the process.

Ensuring Quality in Research: The Importance of Standards

Achieving success in your doctoral dissertation: tips and tricks.

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The patients bringing lived experience to research teams

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• Eva Amsen , freelance journalist
• eva.amsen{at}gmail.com

Patients are increasingly acting as co-leads on research projects, but the infrastructure to support these collaborations is still in its infancy. Eva Amsen reports

In 2015, when the Cambridge Clinical Trials Unit launched its Patient Led Research Hub (PLRH) it noticed that patients were interested in research topics that weren’t covered by most published studies. “Most patient priorities were around quality of life and symptom management, whereas a lot of funded projects were about interventions and drugs,” says Laura Cowley, research lead at PLRH.

A similar discrepancy had come up in the Netherlands in 2006, when the Dutch Burns Foundation invited patients to help set their research agenda. 1 It learnt that this group’s main concern was itching, which wasn’t a research priority at that time. “It’s such a good example to show that people with lived experience ask very different questions,” says Sanne Steenhuisen, programme secretary of the participation and citizen science initiative at the Netherlands Organisation for Health Research and Development (ZonMW).

Many organisations and patient groups around the world, including PLRH and ZonMW, are now creating better ways for patients and researchers to collaborate.

Beyond box ticking

“Patient led” now means that research is driven by patients or by people with lived experience. This might be in consulting roles or as co-researchers. It goes further than merely encouraging researchers to incorporate patient and public involvement (PPI) in their work—something that is already becoming common practice at many medical research funders.

Funders that ask for PPI plans include Australia’s National Health and Medical Research Council, the Canadian Institutes of Health Research (CIHR), the UK’s National Institute for Health Research, the National Institutes of Health in the US, ZonMW, and many others, including charitable research funders.

While asking funding applicants about their PPI plans encourages researchers to think about patient involvement in the early stages, there is often very little follow-up 2 and no guarantee that researchers will actually involve patients. “It’s often seen as a box ticking exercise and we want to change that,” says Steenhuisen. “Although funders say they want a PPI plan or evidence of PPI, it’s still very tokenistic,” agrees Cowley.

PLRH is taking a more active approach to getting patients involved. Its current focus is on delivering clinical studies in collaboration with rare disease patient groups.

“Originally, the ethos was to take on any research idea from any patient group,” says Cowley. “But that got too big too quickly.” Since most of the feasible research ideas came from rare disease groups, it decided to limit the scope. PLRH now takes research suggestions from rare disease patient support groups and facilitates the formation of equal partnerships between patients and research groups if the idea is feasible.

Patient groups are becoming research partners

Organisations involved in patient led research are exploring different ways of giving patients an active role. Some initiatives are led by patient communities, such as the Patient-Led Research Collaborative for Long Covid 3 (see box 1 ). Others are spearheaded by research or funding organisations that take research topic suggestions from community and patient groups, involve them as equal research partners, or both.

Long covid research has been patient led from the beginning.

People who did not fully recover after a covid infection found each other online and created communities to drive awareness. One of these online forums branched out into the Patient-Led Research Collaborative, which facilitates patient led research into long covid by working closely with a group of researchers.

Other members of the long covid community also recently organised the Unite to Fight 5 conference, where researchers and others shared updates on long covid and myalgic encephalomyelitis/chronic fatigue syndrome research.

One of the speakers was Alison Cohen, epidemiologist at the University of California, San Francisco. Cohen worked with the Patient-Led Research Collaborative on a report documenting 13 case studies of people who tried nirmatrelvir/ritonavir (Paxlovid) as a long covid treatment, currently available as preprint. 6 “I’m particularly proud of this work as a model of patient driven research—many of the people whose experiences are documented were also involved in the paper as co-authors,” says Cohen. “When patients and other people with relevant lived experiences are involved in research, it makes the research stronger.”

ZonMW, for example, is currently running a process to connect researchers on youth matters with community members who have suggestions for research topics. “One of our goals is to expand this to other topics,” says Steenhuisen. Other funders are taking similar steps. Diabetes UK, which is already flexible about including patients as co-applicants on some of their funded projects, is broadening its scope to include more people with lived experience.

Meanwhile, the Strategy for Patient-Oriented Research (SPOR) Evidence Alliance in Canada routinely includes patient partners in knowledge synthesis projects, but has recently also selected several new research topics that were submitted by patients or community members who are co-leading their chosen project with a research team.

Becoming equal partners in a research team is currently more common in areas with tangible and applicable outcomes, such as knowledge synthesis at the SPOR Evidence Alliance or clinical effectiveness research, the focus of the Patient Centred Outcomes Research Institute (PCORI) in the US.

PCORI includes patients as advisers in study design and implementation; on some projects it also involves community organisations as co-leaders. “It represents a model that we may be able to repeat over time,” says Harold Feldman, deputy executive director for patient centred research programmes at PCORI.

But while all these organisations and projects are exploring new ways of collaborating and co-creating with patient communities, they’re also identifying new challenges.

A system unfriendly to patient led research

Patients can be involved as advisers in setting research directions, in providing feedback when approached, or even in co-leading research projects. That level of involvement deserves compensation, but this is not a straightforward process. Paying patients for their involvement may affect any government benefits they are receiving. That’s why some organisations give patients the choice between remuneration or gift cards, for example.

“We try to find different options to pay people for their time, and we ask what their preference is,” says Andrea Tricco, principal investigator for the SPOR Evidence Alliance and scientist at St Michael’s Hospital, Toronto.

Problems also arise when patients are co-applicants on grant proposals, because existing funding systems aren’t set up for applicants without institutional affiliations. “When patient partners apply as co-applicants, they need to submit an academic CV, which is just not appropriate,” says Cowley of UK funding systems. “And there’s no box for PPI. If you don’t have a medical background, you select ‘other.’ It’s such an unwelcoming first interaction for a patient.”

The situation in Canada is similar. “Right now, patients can’t necessarily hold funding unless they’re part of a formal affiliation or group,” says Tricco. “But I do know that that’s something CIHR is looking into.”

Another roadblock to further implementation of patient led research is that the research community is only gradually becoming aware of how it can collaborate with patients. “It has to become more normalised,” says Steenhuisen. “Why would you do research without involving the people that the research is about?”

“Unfortunately, a lot of research groups are still new to the idea of partnering with a patient or having patients involved at all,” says Dana Lewis. Lewis, who has type 1 diabetes, has worked closely with researchers for the past decade to develop and test a closed loop artificial pancreas system (see box 2 ). But when she was also diagnosed with exocrine pancreatic insufficiency, a digestive condition, she found it much harder to collaborate with gastroenterology researchers. “It’s like a different universe,” she says.

In 2013, Dana Lewis was not able to hear the alarms on the continuous glucose monitor that she used to manage her type 1 diabetes.

Together with Scott Leibrand she found a way to pull data from the device and build a better alarm system. Further modifications connected the system to an insulin pump to create a fully functional closed loop automated insulin delivery system.

“We spent a lot of time thinking about safety as it evolved to a closed loop system,” says Lewis. “We wanted people to have the advantage of building from the safety based design that we had.”

That was one of the reasons Lewis made everything openly available through the OpenAPS project, where anyone can download the software they need to run the system on either a small hardware device or through an Android phone. Even now that commercial closed loop systems are available, thousands of people are still using OpenAPS because it’s more accessible and affordable.

Lewis connected with researchers and clinicians at conferences where she was invited to speak. This network made it possible to fund and carry out a clinical trial with Lewis as co-investigator. The results of this trial further validated the effectiveness of the new Android based OpenAPS system.

This lack of familiarity among the research community is something that the SPOR Evidence Alliance is hoping to tackle. “We’re trying to change the research community to be more accepting of patient engagement,” says Tricco.

Organisations and funders are learning where the bottlenecks are in managing patient led research. They’re working on building fair compensation systems, supporting researchers, and evaluating best practices.

PCORI is also funding research into the science of engagement, 4 to learn more about the best ways researchers and funders can work together with patients in research planning and execution. “We need to take the evidence and the findings from those programmes,” says Feldman. “Then we can weave that back in so that we can do an even better job of facilitating and promoting patient engaged research.”

It’s a learning process for everyone and the next few years will likely see further progress. Cowley is optimistic, and says, “In general, people are much more aware and are at least having conversations around the challenges of patient led research.”

I have read and understood BMJ policy on declaration of interests and have no relevant interests to declare.

• Broerse JEW ,
• Zweekhorst MBM ,
• van Rensen AJML ,
• de Haan MJM
• Jenkins G ,
• Patient-Led Research Collaborative
• ↵ PCORI. Measuring what matters for advancing the science and practice of engagement. www.pcori.org/resources/measuring-what-matters-advancing-science-and-practice-engagement
• ↵ Unite to Fight. https://unitetofight2024.world
• ↵ Cohen AK, Jaudon TW, Schurman EM, et al. Impact of extended course oral nirmatrelvir/ritonavir (Paxlovid) in established long covid: case series and research considerations. www.researchsquare.com/article/rs-3359429/v1

What's Project 2025? Unpacking the Pro-Trump Plan to Overhaul US Government

For several months, we received a flood of reader inquiries asking if project 2025 was a real effort to “reshape america.” here’s the answer., nur ibrahim, aleksandra wrona, published july 3, 2024.

• Project 2025 is a conservative coalition's plan for a future Republican U.S. presidential administration. If voters elect the party's presumed nominee, Donald Trump, over Democrat Joe Biden in November 2024, the coalition hopes the new president will implement the plan immediately.
• The sweeping effort centers on a roughly 1,000-page document  that gives the executive branch more power, reverses Biden-era policies and specifies numerous department-level changes.
• People across the political spectrum fear such actions are precursors to authoritarianism and have voiced concerns over the proposal's recommendations to reverse protections for LGBTQ+ people, limit abortion access, stop federal efforts to mitigate climate change — and more.
• The Heritage Foundation — a conservative think tank operated by many of Trump's current and former political allies — is leading the initiative. President Kevin Roberts once said  the project's main goals are "institutionalizing Trumpism" and getting rid of unelected bureaucrats who he believes wield too much political influence.
• The Trump campaign's goals and proposals within Project 2025 overlap. However, the former president has attempted to distance himself from the initiative. In a July 5, 2024, post on Truth Social , he wrote: " I know nothing about Project 2025. I have no idea who is behind it. I disagree with some of the things they're saying and some of the things they're saying are absolutely ridiculous and abysmal. Anything they do, I wish them luck, but I have nothing to do with them."
• In other words, it's unknown if, or to what extent, Trump's campaign is talking to leaders of the initiative. Many political analysts and the Biden administration believe Project 2025 is a good indication of Trump's vision for a second term.

Here at Snopes, the internet's premiere fact-checking site, we believe in unbiased, fact-driven reporting to help guide people's everyday lives. And when it comes to voting in elections, we hold that responsibility high. We call out candidates' mistruths, contextualize campaign claims and pull back the curtain on efforts shaping political parties' agendas. Our hope is to give voters the knowledge they need to mark ballots without any distorted sense of reality. Below is an example of that work — a months-long analysis of an all-encompassing effort to reshape the American bureacracy following the 2024 U.S. presidential election. If you'd like to support this type of journalism,  we'd love your help .   —  Jessica Lee ,  senior assignments editor,  snopes.com

As the U.S. 2024 presidential election nears, U.S. President Joe Biden's reelection campaign has been sending foreboding emails to supporters, invoking "Trump's Project 2025" to tap into anxieties over another four years with Donald Trump in the White House and to raise campaign money.

According to some of the emails, "Project 2025" calls for proposals that would separate "mothers away from their children," a reference to border policies during Trump's administration, or result in "higher housing costs and rampant discrimination."

The Biden campaign is not alone in its concern over the policy initiative. Critics including legal experts and former government employees have described Project 2025 as a precursor to authoritarianism — albeit a difficult one to implement — and a wave of social media  posts  are expressing  fear over the initiative, calling it a " fascist " and " extremist " plan for Trump to " reshape America." Numerous reports have also called this conservative effort to reshape the government unprecedented in its scale. 

But what exactly is Project 2025? Are the messages from critics rooted in fact or fear-mongering? What should people know about the alleged policy plan? Over the past year, Snopes has received a flood of inquiries from readers asking if Project 2025 was real and what it entails, and if American politicians plan to implement it.

Under the leadership of the Heritage Foundation, a conservative think tank, Project 2025 is indeed a real, all-encompassing initiative to transform the American bureaucracy if, or when, a conservative president takes over the White House. Project leaders are hoping to put it into motion as early as November 2024 if voters elect former President Donald Trump. 

Politico once described the policy initiative as an effort to make a "MAGA" conservative government by reshaping how federal employees work, and the  creators themselves have framed it as a push to institutionalize " Trumpism " —  that is,  Trump's political agenda — at every level of federal government. On Truth Social, a Trump-owned social media platform, users have described it as a return to "constitutional" values.

In June 2024, House Democrats launched a task force to make plans for a potential future in which Project 2025's recommendations could become reality.

The growing interest in Project 2025 coincided with the progression of Trump's presidential campaign. A  June 2024  NPR/PBS News/Marist poll found the presidential race to be extremely tight, with Biden and Trump almost tied, echoing a months-long trend of national surveys. ( Historically , polls at this stage of campaigns are not indicative of actual election outcomes.)

Leaders and supporters of the initiative declined to be interviewed for this story or did not respond to Snopes' inquiries.

What is Project 2025?

Project 2025 has four parts, according to its website : 

• A roughly 1,000-page document titled " Mandate for Leadership 2025: The Conservative Promise ."  That report details supporters' proposals for federal departments, as well as their overall agenda for a conservative government.
• A purported transition plan for federal departments. Project 2025 leaders say they have a 180-day transition plan for each federal agency to quickly adapt to a Trump presidency should he win in November. As of this writing, the contents of that plan were unknown.
• A new database that aims to fill federal jobs with conservative voices. Spencer Chretien, associate director of Project 2025, once called the online system to screen potential new hires the " conservative LinkedIn ." It's currently active on the Project's website.
• A new system to train potential political appointees . Called the " Presidential Administration Academy ," the system aims to teach skills for "advancing conservative ideas" as soon as new hires join the administration. The lessons touch on everything from budget-making to media relations and currently consist of 30- to 90-minute online sessions. Project 2025 leaders say they will host in-person sessions as the election nears. 

There's reportedly another facet to Project 2025 that's not detailed on its website: an effort to draft executive orders for the new president. According to a November 2023 report by The Washington Post that cites anonymous sources, Jeffrey Clark (a former Trump official who sought to use the Justice Department to help Trump's efforts to overturn 2020 election results) is leading that work, and the alleged draft executive orders involve the Insurrection Act — a law last updated in 1871 that allows the president to deploy the military for domestic law enforcement. Speaking to the Post, a Heritage spokesperson denied that accusation. (We were unable to independently corroborate The Washington Post's reporting due to its anonymous sourcing and our unsuccessful attempts to interview members of The Heritage Foundation.)

While many of Project 2025's proposals simply need the president's executive order to become reality, others would need Congressional approval, even as the Project seeks to expand presidential authority. In other words, lawmakers would need to write and approve legislation that details the changes to the government's existing structure, or establishes new systems. Come November, voters will choose who will fill  435 seats in the Republican-led House and 34 positions  in the Senate.

Key Points of The Roughly 1,000-Page Document

Speaking to Politico , Russell Vought, who served as the director of the Office of Management and Budget under Trump and is now a leading adviser for Project 2025, once described the effort as "more systematic than it is just about Trump," adding, "We have to be thinking mechanically about how to take these institutions over" in reference to federal departments.

Project 2025's document lays out in great detail how supporters want to do that. As of early June 2024, about 855,000 people had downloaded the document, The New York Times reported . 

Among its numerous recommendations, it calls for the following (in no particular order):

• Changing how the FBI operates. According to the plan, the agency is "completely out of control," and the next conservative administration should restore its reputation by stopping investigations that are supposedly "unlawful or contrary to the national interest." Also, the document calls for legislation that would eliminate term limits for the FBI's director and require that person to answer to the president. 
• Eliminating the Department of Education. The plan explicitly proposes, "Federal education policy should be limited and, ultimately, the federal Department of Education should be eliminated." The report also calls for bans on so-called " critical race theory" (CRT) and "gender ideology" lessons in public schools, asking for legislation that would require educators who share such material to register as sex offenders and be imprisoned. 
• Defunding the Department of Justice. Additionally, the document proposes prosecuting federal election-related charges as criminal, not civil, cases. Otherwise, the document says, "[Voter] registration fraud and unlawful ballot correction will remain federal election offenses that are never appropriately investigated and prosecuted." 
• Reversing Biden-era policies attempting to reduce climate change. The document's authors call for increasing the country's reliance on fossil fuels and withdrawing from efforts to address the climate crisis — such as "offices, programs, and directives designed to advance the Paris Climate Agreement ." 
• Stopping cybersecurity efforts to combat mis- and disinformation. The document recommends the Cybersecurity and Infrastructure Security Agency to stop its efforts to curtail online propaganda campaigns, arguing the federal government should not make judgment calls on what's true and what isn't.
• Changing immigration policies. Authors want the federal government to deprioritize DACA (Deferred Action for Childhood Arrivals), the program that temporarily delays the deportation of immigrants without documentation who came to the U.S. as children; phase out temporary work-visa programs that allow seasonal employers to hire foreign workers; impose financial punishments on so-called "sanctuary cities" that do not follow federal immigration laws, and divert tax dollars toward security at America's border with Mexico. (While the Biden campaign claims Project 2025 calls for "ripping mothers away from their children" at the border, there's no explicit mention of separating families. Rather, it calls for stronger enforcement of laws governing the detainment of immigrants with criminal records and restricting an existing program that tracks people in deportation proceedings instead of incarcerating them. In some cases, those changes could possibly play a role in border control agents detaining a parent while their child continues with immigration proceedings.)
• Restricting access to abortion. The plan wants the Centers for Disease Control and Prevention (CDC) to stop promoting abortion as health care. Additionally, Project 2025 recommends the Federal Drug Administration (FDA) to stop promoting, and approving, requests for manufacturing abortion pills. "Alternative options to abortion, especially adoption, should receive federal and state support," the document states.
• Removing LGBTQ+ protections. The plan calls for abolishing the Gender Policy Council , a Biden-created department within the White House that aims to "advance equity in government policy for those who face discrimination." Also, the proposal wants the federal government to remove terms such as "sexual orientation" and "gender identity" from records and policies, as well as rescind policies that prohibit discrimination on the basis of "sexual orientation, gender identity, transgender status, and sex characteristics."
• Cutting ties completely with China. For instance, the document advocates for restricting people's access to TikTok because of its China-based parent company; prohibiting Confucius Institutes, cultural institutions at colleges and universities funded by the Chinese government, and blocking other Chinese entities from partnering with U.S. companies. 
• Reversing protections against discrimination in housing. The Biden campaign emails reference a portion of the document that calls for repealing a decades-old policy—strengthened under Biden—that attempts to prevent discrimination and reduce racial disparities in housing. Project 2025 also recommends making it easier to sell off homes used for public housing — a benefit to real estate developers — but result in fewer cheap housing options for poor and low-income families. 

Here's a PDF of the full report :

(www.project2025.org)

Changing Federal Job Classifications 

To execute the above-listed objectives, the roughly 1,000-page document calls for a federal government operated by political appointees equipped to "carry out the President's desires." 

Put another way, Roberts, president of the Heritage Foundation, said in a July 2023 interview with The New York Times that Project 2025 leaders want to dismantle independent federal agencies that do not answer to the president. Then, they want to fill positions with people who subscribe to conservative politics — including jobs that are currently merit-based hires, not politically appointed.

Under the current system, the federal government's administrative sector is made up of two employee groups: political appointees and career civil servants. When a new administration takes over the Oval Office, it selects similarly minded people to fill high-ranking positions (political appointees), and those people leave the jobs when a new president takes over. According to the Brookings Institution , a public policy think tank, around 4,000 political appointees run the executive branch.

Meanwhile, tens of thousands of positions that run day-to-day operations are hired through a merit-based system — that is, a hiring process that is designed to prioritize applicants' specialized expertise or experience , not their personal beliefs or affiliations. Those people are career civil servants. 

Project 2025 proposes turning up to 50,000 career civil servant jobs into politically appointed positions. 

To do that, Project 2025 wants the president to reissue Schedule F, a Trump-era executive order that Biden rescinded when he became president. Generally speaking, the order would recategorize career civil servants into at-will employees, giving higher-level workers the ability to terminate employment for any reason without warning and fill those jobs with new people.

Additionally, Project 2025 recommends revamping the existing appeals process for employee dismissals, arguing the current system prevents managers from firing or hiring the right employees. 

The plan also proposes a freeze on hiring top-career civil service positions at the beginning of the administration. By doing so, the plan argues, the new administration will prevent today's administration's leaders (later on "outgoing" political appointees) from "burrowing-in"— that is, hiring left-leaning career bureaucrats across federal agencies for the purpose of undermining the next president. 

Keeping Track of Potential Employees' Opinions

In addition to expanding government leaders' abilities to hire and fire at will, Project 2025 calls for a new federal database to gather information on potential new hires. The database contains people's answers to questions on social issues , such as abortion and immigration, allowing for department leaders to easily fill job vacancies with applicants who lean conservative.

"Our current executive branch was conceived of by liberals for the purpose of promulgating liberal policies," John  McEntee , who is leading Project 2025's personnel database project, told The New York Times in mid-2023, citing then-U.S. President Franklin Delano Roosevelt's (who was a Democrat) 1930s New Deal as the last major reorientation of the government. "There is no way to make the existing structure function in a conservative manner. It's not enough to get the personnel right. What's necessary is a complete system overhaul." 

By submitting resumes and answering questionnaires , applicants sign up to be vetted by Project 2025 leaders. According to the questionnaire , participants answer whether they "agree" or "disagree" with statements such as, "Life has a right to legal protection from conception to natural death," and "The U.S. should increase legal immigration."

If the participants pass that screening, Project 2025 intends to recommend them to department leaders for hiring. (We are unable to determine what would happen with applicants' data if Trump does not win the 2024 election, or if his potential administration does not want to use it.)

Project 2025 leaders partnered with technology company Oracle to set up the system, according to The New York Times . Several thousand potential recruits had applied, as of April 2023. 

Former presidents have established similar systems, including Barack Obama, according to Kevin Kosar, a senior fellow at the American Enterprise Institute, a center-right public policy think tank. "They [The Obama administration] created a massive online jobs bank , where you could apply."

Also, during Obama's first term (January 2009 - January 2017), his administration required extensive vetting of applicants for high-ranking, politically appointed positions. Like Project 2025's program, that process included a questionnaire. That form asked participants to elaborate on past public statements, social media posts and potential conflicts of interests, as well as share things about their personal lives , like whether they own guns. (We found no evidence of the Obama administration circulating a similar questionnaire during his second term.)

Asked about that Obama-era questionnaire, a Biden aide said it was not comparable to Project 2025's system. The latter was a "loyalty test" to Trump, the aide said, while Obama's survey was more of a background check.

Trump Hasn't Publicly Endorsed Project 2025

Many former Trump administration members and current allies are working on the initiative. 

For example, the Center for Renewing America (CRA) — a think tank that formed in 2021 with ties to Trump through its founder, Russell Vought — is a "coalition partner." Vought was the director of the Office of Management and Budget when Trump was president. Should Project 2025 be a part of the next presidential administration, Vought will be in charge of implementing  its proposals, according to Politico. (In November 2023, The Washington Post reported he was in regular contact with Trump and could be a candidate for a high-ranking position in his potential future administration.) Also, Vought is policy director for the 2024 Republican National Convention's Platform Committee.

Reportedly , some people affiliated with Project 2025 are assisting Trump's reelection campaign behind the scenes.

(The groups that conceptualized, or are currently pushing, Project 2025 include a number of former Trump administration members and current allies.)

However, in terms of public-facing actions, Trump hasn't officially connected himself to the initiative. In speeches at campaign rallies and interviews, he hasn't mentioned Project 2025, and, on July 5, 2024 , he attempted to publicly distance himself by posting on Truth Social (his social media site):

I know nothing about Project 2025. I have no idea who is behind it. I disagree with some of the things they're saying and some of the things they're saying are absolutely ridiculous and abysmal. Anything they do, I wish them luck, but I have nothing to do with them.

Trump's campaign is at the very least aware of the initiative. Campaign officials once told Politico Project 2025's goals to restructure government, which are outlined in a publicly available document , indeed align with Trump's campaign promises.

But in a November 2023 statement, the Trump campaign said: "The efforts by various non-profit groups are certainly appreciated and can be enormously helpful. However, none of these groups or individuals speak for President Trump or his campaign." Without naming Project 2025, they said all policy statements from "external allies" are just "recommendations."

Concurrently, in an interview with the conservative outlet The Daily Wire , a Project 2025 representative said the Trump campaign and Project are separate "for now."  McEntee , a former Trump staffer and leader of Project 2025's personnel database project, said : 

I think the candidate and the campaign need to keep their eye on the ball. They need to be totally focused on winning. We're totally focused on what happens after [...] Obviously, there will need to be coordination and the president and his team will announce an official transition this summer, and we're gonna integrate a lot of our work with them. 

That said, given overlap between Project 2025's proposals and the Trump campaign's agenda , political analysts and the Biden campaign believe the coalition's effort is a good indication of Trump's vision for a second term. Among the similarities are proposals to change how the administration fills tens of thousands of government jobs and overhaul  the DOJ. According to The Heritage Foundation's own reporting, Trump adopted and seriously considered about two-thirds of the organization's policy prescriptions in 2018, for example.

In an interview with Snopes, James Singer, a Biden campaign spokesperson, said:

Project 2025 is the extreme policy and personnel playbook for Trump's second term that should scare the hell out of any American voter. The Trump team's pathetic denials fall flat when Project 2025 staff and leadership are saying they are connected to the Trump team, leading the RNC policy platform and part of Trump's debate prep, campaign, and inner circle.

But the extent to which Project 2025 leaders and Trump campaign officials are communicating is unclear. According to Kosar, at the American Enterprise Institute, no one outside of the two circles knows how closely they're working together. "[What] is the level of coordination? We have no idea." 

From the view of Cecilia Esterline, an immigration research analyst at the Niskanen Center, a think tank  with libertarian-right roots, Project 2025 is a good indicator of Trump's plans for a potential second term. "Given the people involved putting their names on this and the author portions of this report, and the success of [past] implementation, it's a good indicator of where Trump is at."

The Forces Behind Project 2025

Heritage Foundation President Kevin Roberts launched Project 2025 in April 2022, a few months before Trump officially announced his reelection campaign.

Since then, the number of groups backing the initiative has grown. As of now, Project 2025's advisory board and so-called "coalition partners" include: the Conservative Partnership Institute (CPI), a nonprofit that aims to connect conservative applicants to congressional jobs and is led by Trump's former chief of staff, Mark Meadows; Turning Point USA, a far-right student advocacy group that is led by Charlie Kirk; America First Legal , a legal advocacy group that supports conservative-backed lawsuits and is led by Trump stalwart Stephen Miller. (According to a June 2024 Politico report, Miller was part of private meetings with Trump to help him prepare for upcoming televised debates against Biden.) 

Furthermore, in May 2024, Reuters interviewed what the news outlet described as unnamed Trump allies working on a plan to restructure the Department of Justice (DOJ) and fill currently nonpartisan jobs there with people who identify as conservatives. While the allies group wasn't named, Reuters reported it was tied to Project 2025. 

Lastly, many authors of the roughly 1,000-page document outlining Project 2025's policy proposals have connections to Trump. They include Ben Carson , William Perry Pendley , Jonathan Berry , Diana Furchtgott-Roth , Rick Dearborn , Adam Candeub , Ken Cuccinelli , Mandy Gunasekara , Dennis Dean Kirk , Gene Hamilton , Christopher Miller , Bernard L. McNamee , Mora Namdar , Peter Navarro , Roger Severino , Paul Dans , Kevin Roberts , among others. 

These Types of Pre-Election Efforts Aren't Uncommon

In the months or years before U.S. presidential elections, it's routine for nonprofit research groups to prepare plans for a potential presidential transition, according to Landon Storrs, a political history professor at the University of Iowa. 

And, according to Kosar, numerous think tanks want Trump's ear as he plans his potential return to the White House. "Whenever there is a new executive coming into the White House, [many] groups are trying to get in there."

According to the Heritage Foundation's website , the organization mostly operates on individual donations and does not take money from the government. However, how exactly it divvies up its money for Project 2025 was unclear. The New York Times reported Project 2025 was a $22 million operation.

Project 2025 authors built their proposals on an idea popular during former President Ronald Reagan's time: the "unitary executive theory." That's the belief that Article II of the U.S. Constitution gives the president complete power over the federal bureaucracy and all levels of government report to him. 

In 1980, the Heritage Foundation developed similar policy prescriptions for Reagan, who was a presidential candidate at the time. Some of the organization's recommendations aligned with Reagan's campaign promises , and, when he later assumed office, he put the ideas to action. Heritage once described its effort as putting "the conservative movement and Reagan on the same page."

However, according to Politico , the present-day initiative by the Heritage Foundation was more "ambitious" than any other such proposal. The New York Times  said Project 2025 was operating at "a scale never attempted before in conservative politics." Its efforts are a contrast to the 1930s Democrat-led New Deal under then-U.S. President Roosevelt, which gave the federal government an unprecedented role in social and economic affairs on the belief that it would get the country out of the Great Depression.

Critics' Logistical Concerns, Worries

If some of Project 2025's ideas turn into formal policy recommendations or laws, experts in government and history have concerns over how they could be implemented. Such drastic changes would come with big logistical hurdles and have a ripple effect on agencies overseeing day-to-day governance, several such experts said. 

For example, Project 2025's proposal to reclassify tens of thousands of federal workers' positions — that is, change career bureaucrats into jobs that can be politically appointed — would have widespread effects, according to Storrs, of the University of Iowa. She said:

When [Project 2025's] intention is to install officials based on their loyalty to the president rather than on their qualifications, [the result] is even more damaging to effective administration. [...] The President already has authority over who heads the agencies. But below them, people are simply trying to collect taxes, get social security checks out — there is a lot that shouldn't be disrupted.

Kosar, of the American Enterprise Institute, expressed concern over skills required for jobs that aren't currently appointed. "These positions have a serious degree of expertise attached. You can't just plug in a private sector businessman into the department of transportation. It's going to be a challenge to match the people and the competencies and the expertise." 

Esterline, the Niskanen Center analyst, said with presidential administrations changing every four to eight years, government agencies rely on the expertise of continually employed civil servants — employees with institutional knowledge — to make the transitions as smooth as possible. "[If] we suddenly disrupt that balance of political appointees to civil servants, it will be a much rougher transition." 

Among other aspects of Project 2025, Esterline is attempting to raise the alarm on its prescriptions for specific regulatory changes. "[Project 2025] is a meticulous outline of how they will crumple the system simultaneously through minute changes."

Meanwhile, some former government officials are particularly concerned about the initiative's plans for the DOJ and FBI. For instance, in an interview for The Guardian , Michael Bromwich, a former DOJ inspector general, said the proposals to turn the departments into "instruments" to fulfill Trump's political agenda "should send shivers down the spine of anyone who cares about the rule of law."

Overall, critics including legal experts and former government employees have zeroed in on Project 2025's goal to give the executive branch more power, describing it as a precursor to authoritarianism.

However, the initiative's push to increase executive power may be part of a deeper trend in American politics, Peter Strauss, a professor at Columbia Law School, said in a  lecture  on Faculti, a research video platform. He said momentum to increase executive authority has been steadily increasing over many presidential administrations: 

We have seen in the United States a steadily expanding presidential claim of authority to control not only tenure but also ordinary acts of government. This has been happening at least since the presidency of Ronald Reagan and it reached a peak with President Trump and his first term, and he's promised that he's going back there. 

Our Reporting

For this report, we repeatedly tried to interview representatives of the Heritage Foundation — the conservative think tank that conceptualized Project 2025 — as well as the Trump campaign and other supporters of the effort. All either declined to be interviewed or did not respond to our inquiries. 

For example, we reached out to dozens of groups on Project 2025's advisory board — a collection of groups under the Heritage Foundation's oversight that have co-signed the effort, given feedback on its proposals or promoted it to government officials. The groups include Center for Renewing America , Turning Point USA , The American Conservative , and  American Cornerstone Institute . We asked the organizations about the nature of their involvement in the initiative, proposals they support, and more. As of this writing, none has responded.

After we initially reached out to the Heritage Foundation for this story, a spokesperson responded asking for more specifics on our reporting. We responded with key points, including requests to comment on project leaders' communication with former U.S. President Donald Trump, concerns from legal experts about the initiative's proposed changes and general criticism. The Heritage Foundation did not respond to that message. Later, after informing the organization of our writing deadline, a spokesperson said no one was available.

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July 5, 2024: This post was updated to include Trump's July 5, 2024, post on Truth Social.

By Nur Ibrahim

Nur Nasreen Ibrahim is a reporter with experience working in television, international news coverage, fact checking, and creative writing.

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Aleksandra Wrona is a reporting fellow for Snopes, based in the Warsaw area.

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Research to examine operation of court's privacy rule

The operation of how the in-camera rule operates in the courts is to be examined in a new research project.

The rule applies in family law cases where only those involved in the case are allowed in the courtroom.

The study, commissioned by the Department of Justice, will look at how the in-camera or privacy rule operates in terms of family law.

It is generally understood that rule is in place to protect the identity and privacy of parties, including children, who are part of court proceedings.

Legal and social experts from University College Cork and Trinity College Dublin will examine the perceived limitations and strengths of individuals who experience it, including parents, those in the legal profession, judges, researchers and media.

Researchers say although it is a given, the actual nature and scope of the in-camera rule is unclear.

The first phase of the study will involve an anonymous survey of parents who have been involved with the Irish family law system.

Senior Lecturer in Law at UCC Dr Aisling Parkes said that for decades "there has been much confusion concerning the operation of the in-camera rule amongst not just families but also amongst the various professions who engage with the family law system on a daily basis".

"The perceived limits imposed by this rule has had significant implications for research in the area of family law which has limited potential recommendations for reform," she said.

Speaking on RTÉ's Morning Ireland, she said: "The aim of the study is to seek to provide a 360-degree view of how various stakeholders including parents and families, social and legal professionals as well as judges, researchers, journalists and media... experience the perceived limitations and strengths of the rule in practice."

She said the study aims to capture the unique perspectives of those family members with direct experience of the family law courts in Ireland and in particular with the focus on how the in-camera rule has impacted their lives outside of the courtroom..."

The survey will be live until mid-August.

Dr Parkes said the second phase of the study will involve a number of focus groups with key stakeholders, such as legal professionals, social professionals and judges.

Assistant Professor in the TCD School of Social Work and Social Policy Dr Simone McCaughren said that the project will for the first time capture "the views and experiences of those who have engaged with the Irish family law system".

She added that the study will "support current plans to reform our family legal system".

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