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This review covers the basic elements of a research report. This is a general guide for what you will see in journal articles or dissertations. This format assumes a mixed methods study, but you can leave out either quantitative or qualitative sections if you only used a single methodology.
This review is divided into sections for easy reference. There are five MAJOR parts of a Research Report:
1. Introduction 2. Review of Literature 3. Methods 4. Results 5. Discussion
As a general guide, the Introduction, Review of Literature, and Methods should be about 1/3 of your paper, Discussion 1/3, then Results 1/3.
Section 1 : Cover Sheet (APA format cover sheet) optional, if required.
Section 2: Abstract (a basic summary of the report, including sample, treatment, design, results, and implications) (≤ 150 words) optional, if required.
Section 3 : Introduction (1-3 paragraphs) • Basic introduction • Supportive statistics (can be from periodicals) • Statement of Purpose • Statement of Significance
Section 4 : Research question(s) or hypotheses • An overall research question (optional) • A quantitative-based (hypotheses) • A qualitative-based (research questions) Note: You will generally have more than one, especially if using hypotheses.
Section 5: Review of Literature ▪ Should be organized by subheadings ▪ Should adequately support your study using supporting, related, and/or refuting evidence ▪ Is a synthesis, not a collection of individual summaries
Section 6: Methods ▪ Procedure: Describe data gathering or participant recruitment, including IRB approval ▪ Sample: Describe the sample or dataset, including basic demographics ▪ Setting: Describe the setting, if applicable (generally only in qualitative designs) ▪ Treatment: If applicable, describe, in detail, how you implemented the treatment ▪ Instrument: Describe, in detail, how you implemented the instrument; Describe the reliability and validity associated with the instrument ▪ Data Analysis: Describe type of procedure (t-test, interviews, etc.) and software (if used)
Section 7: Results ▪ Restate Research Question 1 (Quantitative) ▪ Describe results ▪ Restate Research Question 2 (Qualitative) ▪ Describe results
Section 8: Discussion ▪ Restate Overall Research Question ▪ Describe how the results, when taken together, answer the overall question ▪ ***Describe how the results confirm or contrast the literature you reviewed
Section 9: Recommendations (if applicable, generally related to practice)
Section 10: Limitations ▪ Discuss, in several sentences, the limitations of this study. ▪ Research Design (overall, then info about the limitations of each separately) ▪ Sample ▪ Instrument/s ▪ Other limitations
Section 11: Conclusion (A brief closing summary)
Section 12: References (APA format)
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This resource will help you identify the common elements and basic format of a research report.
Research reports generally follow a similar structure and have common elements, each with a particular purpose. Learn more about each of these elements below.
Your title should be brief, topic-specific, and informative, clearly indicating the purpose and scope of your study. Include key words in your title so that search engines can easily access your work. For example: Measurement of water around Station Pier.
An abstract is a concise summary that helps readers to quickly assess the content and direction of your paper. It should be brief, written in a single paragraph and cover: the scope and purpose of your report; an overview of methodology; a summary of the main findings or results; principal conclusions or significance of the findings; and recommendations made.
The information in the abstract must be presented in the same order as it is in your report. The abstract is usually written last when you have developed your arguments and synthesised the results.
The introduction creates the context for your research. It should provide sufficient background to allow the reader to understand and evaluate your study without needing to refer to previous publications. After reading the introduction your reader should understand exactly what your research is about, what you plan to do, why you are undertaking this research and which methods you have used. Introductions generally include:
Not all research reports have a separate literature review section. In shorter research reports, the review is usually part of the Introduction.
A literature review is a critical survey of recent relevant research in a particular field. The review should be a selection of carefully organised, focused and relevant literature that develops a narrative ‘story’ about your topic. Your review should answer key questions about the literature:
The review is not just a summary of all you have read. Rather, it must develop an argument or a point of view that supports your chosen methodology and research questions.
The purpose of this section is to detail how you conducted your research so that others can understand and replicate your approach.
You need to briefly describe the subjects (if appropriate), any equipment or materials used and the approach taken. If the research method or method of data analysis is commonly used within your field of study, then simply reference the procedure. If, however, your methods are new or controversial then you need to describe them in more detail and provide a rationale for your approach. The methodology is written in the past tense and should be as concise as possible.
This section is a concise, factual summary of your findings, listed under headings appropriate to your research questions. It’s common to use tables and graphics. Raw data or details about the method of statistical analysis used should be included in the Appendices.
Present your results in a consistent manner. For example, if you present the first group of results as percentages, it will be confusing for the reader and difficult to make comparisons of data if later results are presented as fractions or as decimal values.
In general, you won’t discuss your results here. Any analysis of your results usually occurs in the Discussion section.
The Discussion responds to the hypothesis or research question. This section is where you interpret your results, account for your findings and explain their significance within the context of other research. Consider the adequacy of your sampling techniques, the scope and long-term implications of your study, any problems with data collection or analysis and any assumptions on which your study was based. This is also the place to discuss any disappointing results and address limitations.
Conclusions in research reports are generally fairly short and should follow on naturally from points raised in the Discussion. In this section you should discuss the significance of your findings. To what extent and in what ways are your findings useful or conclusive? Is further research required? If so, based on your research experience, what suggestions could you make about improvements to the scope or methodology of future studies?
Also, consider the practical implications of your results and any recommendations you could make. For example, if your research is on reading strategies in the primary school classroom, what are the implications of your results for the classroom teacher? What recommendations could you make for teachers?
A Reference List contains all the resources you have cited in your work, while a Bibliography is a wider list containing all the resources you have consulted (but not necessarily cited) in the preparation of your work. It is important to check which of these is required, and the preferred format, style of references and presentation requirements of your own department.
Appendices (singular ‘Appendix’) provide supporting material to your project. Examples of such materials include:
Different types of data are presented in separate appendices. Each appendix must be titled, labelled with a number or letter, and referred to in the body of the report.
Appendices are placed at the end of a report, and the contents are generally not included in the word count.
While there are many common elements to research reports, it’s always best to double check the exact requirements for your task. You may find that you don’t need some sections, can combine others or have specific requirements about referencing, formatting or word limits.
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A research report is one big argument about how and why you came up with your conclusions. To make it a convincing argument, a typical guiding structure has developed. In the different chapters, there are distinct issues that need to be addressed to explain to the reader why your conclusions are valid. The governing principle for writing the report is full disclosure: to explain everything and ensure replicability by another researcher.
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Barros, L. O. (2016). The only academic phrasebook you’ll ever need . Createspace Independent Publishing Platform.
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Field, A. (2016). An adventure in statistics. The reality enigma . SAGE.
Field, A. (2020). Discovering statistics using IBM SPSS statistics (5th ed.). SAGE.
Früh, M., Keimer, I., & Blankenagel, M. (2019). The impact of Balanced Scorecard excellence on shareholder returns. IFZ Working Paper No. 0003/2019. https://zenodo.org/record/2571603#.YMDUafkzZaQ . Accessed: 9 June 2021.
Pearl, J., & Mackenzie, D. (2018). The book of why: The new science of cause and effect. Basic Books.
Yin, R. K. (2013). Case study research: Design and methods (5th ed.). SAGE.
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Hunziker, S., Blankenagel, M. (2024). Writing up a Research Report. In: Research Design in Business and Management. Springer Gabler, Wiesbaden. https://doi.org/10.1007/978-3-658-42739-9_4
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Table of contents:-, research report meaning, characteristics of good research report, key characteristics of research report, types of research report, stages in preparation of research report, characteristics of a good report.
A research report is a document that conveys the outcomes of a study or investigation. Its purpose is to communicate the research’s findings, conclusions, and implications to a particular audience. This report aims to offer a comprehensive and unbiased overview of the research process, methodology, and results.
Once the researcher has completed data collection , data processing, developing and testing hypotheses, and interpretation of responses, the next important phase in research is the preparation of the research report. A research report is essential for the communication of research findings to its potential users.
The research report must be free from personal bias, external influences, and subjective factors. i.e., it must be free from one’s liking and disliking. The research report must be prepared to meet impersonal needs.
According to Lancaster, “A report is a statement of collected and considered facts, so drawn-ups to give clear and concise information to persons who are not already in possession of the full facts of the subject matter of the report”.
When researchers communicate their results in writing, they create a research report. It includes the research methodology, approaches, data collection precautions, research findings, and recommendations for solving related problems. Managers can put this result into action for more effective decision making .
Generally, top management places a higher emphasis on obtaining the research outcome rather than delving into the research procedure. Hence, the research report acts as a presentation that highlights the procedure and methodology adopted by the researcher.
The research report presents the complete procedure in a comprehensive way that in turn helps the management in making crucial decisions. Creating a research report adheres to a specific format, sequence, and writing style.
Enhance the effectiveness of a research report by incorporating various charts, graphs, diagrams, tables, etc. By using different representation techniques, researchers can convince the audience as well as the management in an effective way.
Characteristics of a good research report are listed below:
The following paragraphs outline the characteristics of a good research report.
Report information must be accurate and based on facts, credible sources and data to establish reliability and trustworthiness. It should not be biased by the personal feelings of the writer. The information presented must be as precise as possible.
The language of a research report should be as simple as possible to ensure easy understanding. A good report communicates its message clearly and without ambiguity through its language.
It is a document of practical utility; therefore, it should be grammatically accurate, brief, and easily understood.
Jargon and technical words should be avoided when writing the report. Even in a technical report, there should be restricted use of technical terms if it is to be presented to laymen.
The report must be straightforward, lucid, and comprehensive in every aspect. Ambiguity should be avoided at all costs. Clarity is achieved through the strategic and practical organization of information. Report writers should divide their report into short paragraphs with headings and insert other suitable signposts to enhance clarity. They should:
A report should concisely convey the key points without unnecessary length, ensuring that the reader’s patience is not lost and ideas are not confused. Many times, people lack the time to read lengthy reports.
However, a report must also be complete. Sometimes, it is important to have a detailed discussion about the facts. A report is not an essay; therefore, points should be added to it.
A report requires a visually appealing presentation and, whenever feasible, should be attention-grabbing. An effective report depends on the arrangement, organization, format, layout, typography, printing quality, and paper choice. Big companies often produce very attractive and colourful Annual Reports to showcase their achievements and financial performance.
Reports should be clear and straightforward for easy understanding. The style of presentation and the choice of words should be attractive to readers. The writer must present the facts in elegant and grammatically correct English so that the reader is compelled to read the report from beginning to end.
Only then does a report serve its purpose. A report written by different individuals on the same subject matter can vary depending on the intended audience.
Reports should be reliable and should not create an erroneous impression in the minds of readers due to oversight or neglect. The facts presented in a report should be pertinent.
Every fact in a report must align with the central purpose, but it is also vital to ensure that all pertinent information is included.
Irrelevant facts can make a report confusing, and the exclusion of relevant facts can render it incomplete and likely to mislead.
Report writing should not incur unnecessary expenses. Cost-effective methods should be used to maintain a consistent level of quality when communicating the content.
Reports can be valuable and practical when they reach the readers promptly. Any delay in the submission of reports renders the preparation of reports futile and sometimes obsolete.
The points mentioned in a report should be arranged in a step-by-step logical sequence and not haphazardly. Distinctive points should have self-explanatory headings and sub-headings. The scientific accuracy of facts is very essential for a report.
Planning is necessary before a report is prepared, as reports invariably lead to decision-making, and inaccurate facts may result in unsuccessful decisions.
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A research report serves as a means of communicating research findings to the readers effectively.
A well-defined research report must define the what, why, who, whom, when, where, and how of the research study. It must help the readers to understand the focus of the information presented.
The report should strike a balance, being sufficiently brief and appropriately extended. It should cover the subject matter adequately while maintaining the reader’s interest.
The report should be written in an objective style, employing simple language. Correctness, precision, and clarity should be prioritized, avoiding wordiness, indirection, and pompous language.
An excellent report integrates clear thinking, logical organization, and sound interpretation of the research findings.
It should not be dull; instead, it should captivate and sustain the reader’s interest.
Accuracy is paramount. The report must present facts objectively, eschewing exaggerations and superlatives.
Presentation clarity is achieved through familiar words, unambiguous statements, and explicit definitions of new concepts or terms.
The logical flow of ideas and a coherent sequence of sentences contribute to a smooth continuity of thought.
Even technical reports should be easily understandable. Translate technicalities into reader-friendly language.
Follow best composition practices, ensuring readability through proper paragraphing, short sentences, and the use of illustrations, examples, section headings, charts, graphs, and diagrams.
Draw sound inferences and conclusions from statistical tables without repeating them in verbal form.
Footnote references should be correctly formatted, and the bibliography should be reasonably complete.
The report should be visually appealing, maintaining a neat and clean appearance, whether typed or printed.
The report should be free from all types of mistakes, including language, factual, spelling, and calculation errors.
In striving for these qualities, the researcher enhances the overall quality of the report.
Research reports are of the following types:
Technical reports are reports which contain detailed information about the research problem and its findings. These reports are typically subject to review by individuals interested in research methodology. Such reports include detailed descriptions of used methods for research design such as universe selection , sample preparation, designing questionnaire , identifying potential data sources, etc. These reports provide a complete description of every step, method, and tool used. When crafting technical reports, we assume that users possess knowledge of research methodology, which is why the language used in these reports is technical. Technical reports are valuable in situations where there is a need for statistical analysis of collected data. Researchers also employ it in conducting a series of research studies, where they can repetitively use the methodology.
When authors prepare a report with a particular layout or design for publishing in an academic or scientific journal, it becomes a “manuscript for journal articles”. Journal articles are a concise and complete presentation of a particular research study. While technical reports present a detailed description of all the activities in research, journal articles are known for presenting only a few critical areas or findings of a study. The readers or audience of journal articles include other researchers, management and executives, strategic analysts and the general public, interested in the topic.
In general, a manuscript for a journal article typically ranges from 10 to 30 pages in length. Sometimes there is a page or word limit for preparing the report. Authors primarily submit manuscripts for journal articles online, although they occasionally send paper copies through regular mail.
Students working towards a Master’s, PhD, or another higher degree generally produce a thesis or dissertation, which is a form of research report. Like other normal research reports, the thesis or dissertation usually describes the design, tools or methods and results of the student’s research in detail.
These reports typically include a detailed section called the literature review, which encompasses relevant literature and previous studies on the topic. Firstly, the work or research of the student is analysed by a professional researcher or an expert in that particular research field, and then the thesis is written under the guidance of a professional supervisor. Dissertations and theses usually span approximately 120 to 300 pages in length.
Generally, the university or institution decides the length of the dissertation or thesis. A distinctive feature of a thesis or a dissertation is that it is quite economical, as it requires few printed and bound copies of the report. Sometimes electronic copies are required to be submitted along with the hard copy of the thesis or dissertations. Compact discs (CDs) are used to generate the electronic copy.
Along with the above-mentioned types, there are some other types of research reports, which are as follows:
A popular report is prepared for the use of administrators, executives, or managers. It is simple and attractive in the form of a report. Clear and concise statements are used with less technical or statistical terms. Data representation is kept very simple through minimal use of graphs and charts. It has a different format than that of a technical one by liberally using margins and blank spaces. The style of writing a popular report is journalistic and precise. It is written to facilitate reading rapidly and comprehending quickly.
An interim report is a kind of report which is prepared to show the sponsors, the progress of research work before the final presentation of the report. It is prepared when there is a certain time gap between the data collection and presentation. In this scenario, the completed portion of data analysis along with its findings is described in a particular interim report.
This type of report is related to the interest of the general public. The findings of such a report are helpful for the decision making of general users. The language used for preparing a summary report is comprehensive and simple. The inclusion of numerous graphs and tables enhances the report’s overall clarity and comprehension. The main focus of this report is on the objectives, findings, and implications of the research issue.
The research abstract is a short presentation of the technical report. All the elements of a particular technical report, such as the research problem, objectives, sampling techniques, etc., are described in the research abstract but the description is concise and easy.
Research reports result from meticulous and deliberate work. Consequently, the preparation of the information can be delineated into the following key stages:
1) Logical Understanding and Subject Analysis: This stage involves a comprehensive grasp and analysis of the subject matter.
2) Planning/Designing the Final Outline: In this phase, the final outline of the report is meticulously planned and designed.
3) Write-Up/Preparation of Rough Draft: The report takes shape during this stage through the composition of a rough draft.
4) Polishing/Finalization of the Research Report: The final stage encompasses refining and polishing the report to achieve its ultimate form.
Logical understanding and subject analysis.
This initial stage focuses on the subject’s development, which can be achieved through two approaches:
Logical development relies on mental connections and associations between different aspects facilitated by rational analysis. Typically, this involves progressing from simple to complex elements. In contrast, chronological development follows a sequence of time or events, with instructions or descriptions often adhering to chronological order.
This marks the second stage in report writing. Once the subject matter is comprehended, the subsequent step involves structuring the report, arranging its components, and outlining them. This stage is also referred to as the planning and organization stage. While ideas may flow through the author’s mind, they must create a plan, sketch, or design. These are necessary for achieving a harmonious succession to become more accessible, and the author may be unsure where to commence or conclude. Effective communication of research results hinges not only on language but predominantly on the meticulous planning and organization of the report.
The third stage involves the writing and drafting of the report. This phase is pivotal for the researcher as they translate their research study into written form, articulating what they have accomplished and how they intend to convey it.
The clarity in communication and reporting during this stage is influenced by several factors, including the audience, the technical complexity of the problem, the researcher’s grasp of facts and techniques, their proficiency in the language (communication skills), the completeness of notes and documentation, and the availability of analyzed results.
Depending on these factors, some authors may produce the report with just one or two drafts. In contrast, others, with less command over language and a lack of clarity about the problem and subject matter, may require more time and multiple drafts (first draft, second draft, third draft, fourth draft, etc.).
This marks the last stage, potentially the most challenging phase in all formal writing. Constructing the structure is relatively easy, but refining and adding the finishing touches require considerable time. Consider, for instance, the construction of a house. The work progresses swiftly up to the roofing (structure) stage, but the final touches and completion demand a significant amount of time.
The rough draft, whether it is the second draft or the n th draft, must undergo rewriting and polishing to meet the requirements. The meticulous revision of the rough draft is what distinguishes a mediocre piece of writing from a good one. During the polishing and finalization phase, it is crucial to scrutinize the report for weaknesses in the logical development of the subject and the cohesion of its presentation. Additionally, attention should be given to the mechanics of writing, including language, usage, grammar, spelling, and punctuation.
Good research possesses certain characteristics, which are as follows:
1. Empirical Basis: It implies that any conclusion drawn is grounded in hardcore evidence collected from real-life experiences and observations. This foundation provides external validity to research results.
2. Logical Approach: Good research is logical, guided by the rules of reasoning and analytical processes of induction (general to specific) and deduction (particular to the public). Logical reasoning is integral to making research feasible and meaningful in decision-making.
3. Systematic Nature: Good research is systematic, which adheres to a structured set of rules, following specific steps in a defined sequence. Systematic research encourages creative thinking while avoiding reliance on guesswork and intuition to reach conclusions.
4. Replicability: Scientific research designs, procedures, and results should be replicable. This ensures that anyone apart from the original researcher can assess their validity. Researchers can use or replicate results obtained by others, making the procedures and outcomes of the research both replicable and transmittable.
5. Validity and Verifiability: Good research involves precise observation and accurate description. The researcher selects reliable and valid instruments for data collection, employing statistical measures to portray results accurately. The conclusions drawn are correct and verifiable by both the researcher and others.
6. Theory and Principle Development: It contributes to formulating theories and principles, aiding accurate predictions about the variables under study. By making sound generalizations based on observed samples, researchers extend their findings beyond immediate situations, objects, or groups, formulating generalizations or theories about these factors.
1. What are the key characteristics of research report?
Scope of Business Research
Data Collection
Questionnaire
Difference between questionnaire and schedule
Measurement
Data Processing
Nature of Research
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The primary objective of a research report is to communicate the results of a research study to a wider audience, including other researchers, policymakers, and practitioners. Research reports play a crucial role in advancing knowledge and understanding in various fields of study. They provide a detailed and accurate account of the research process and outcomes, and they serve as a reference source for future research.
The structure of a research report typically follows a standard format. The introduction sets the context and background for the research and outlines the research questions or objectives. The literature review provides an overview of existing research on the topic and identifies gaps in the literature that the research aims to address. The methodology section describes the research design and methods used to collect and analyze data. The results section presents the findings of the study, often using tables, charts, and graphs. The discussion section interprets and contextualizes the findings and compares them to previous research. Finally, the conclusion summarizes the key findings and implications of the research, highlighting any limitations and recommendations for future research.
A research report can take various forms, depending on the field of study and the research question. For example, it may be a quantitative or qualitative report, a literature review report, or a case study report. A research report should be clear, concise, and objective regardless of the form.
Research reports are essential for various reasons. First, they provide a detailed and accurate account of the research process and outcomes, which can inform policy and practice in various settings. Second, research reports contribute to the development of knowledge and understanding in a particular field or discipline. They provide a reference source for other researchers in the field, and they can inspire new research questions and directions. Finally, research reports are a crucial component of academic and professional careers. They demonstrate research skills, expertise, and contributions to the field.
Writing a research report can be a challenging task, but it is a crucial component of academic and professional research. An excellent research report should be clear, concise, and well-structured, with a focus on presenting accurate and objective findings. Here are some tips for writing an excellent research report:
A research report is a vital tool in disseminating research results to academic, professional, and public audiences. It provides a detailed analysis of the research problem, research questions, methodology, findings, and conclusions. Research reports are crucial in advancing knowledge and understanding in various fields of study, informing policy and practice, and contributing to academic and professional careers.
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What this handout is about.
This handout provides a general guide to writing reports about scientific research you’ve performed. In addition to describing the conventional rules about the format and content of a lab report, we’ll also attempt to convey why these rules exist, so you’ll get a clearer, more dependable idea of how to approach this writing situation. Readers of this handout may also find our handout on writing in the sciences useful.
Why do we write research reports.
You did an experiment or study for your science class, and now you have to write it up for your teacher to review. You feel that you understood the background sufficiently, designed and completed the study effectively, obtained useful data, and can use those data to draw conclusions about a scientific process or principle. But how exactly do you write all that? What is your teacher expecting to see?
To take some of the guesswork out of answering these questions, try to think beyond the classroom setting. In fact, you and your teacher are both part of a scientific community, and the people who participate in this community tend to share the same values. As long as you understand and respect these values, your writing will likely meet the expectations of your audience—including your teacher.
So why are you writing this research report? The practical answer is “Because the teacher assigned it,” but that’s classroom thinking. Generally speaking, people investigating some scientific hypothesis have a responsibility to the rest of the scientific world to report their findings, particularly if these findings add to or contradict previous ideas. The people reading such reports have two primary goals:
Your job as a writer, then, is to fulfill these two goals.
Good question. Here is the basic format scientists have designed for research reports:
This format, sometimes called “IMRAD,” may take slightly different shapes depending on the discipline or audience; some ask you to include an abstract or separate section for the hypothesis, or call the Discussion section “Conclusions,” or change the order of the sections (some professional and academic journals require the Methods section to appear last). Overall, however, the IMRAD format was devised to represent a textual version of the scientific method.
The scientific method, you’ll probably recall, involves developing a hypothesis, testing it, and deciding whether your findings support the hypothesis. In essence, the format for a research report in the sciences mirrors the scientific method but fleshes out the process a little. Below, you’ll find a table that shows how each written section fits into the scientific method and what additional information it offers the reader.
states your hypothesis | explains how you derived that hypothesis and how it connects to previous research; gives the purpose of the experiment/study | |
details how you tested your hypothesis | clarifies why you performed your study in that particular way | |
provides raw (i.e., uninterpreted) data collected | (perhaps) expresses the data in table form, as an easy-to-read figure, or as percentages/ratios | |
considers whether the data you obtained support the hypothesis | explores the implications of your finding and judges the potential limitations of your experimental design |
Thinking of your research report as based on the scientific method, but elaborated in the ways described above, may help you to meet your audience’s expectations successfully. We’re going to proceed by explicitly connecting each section of the lab report to the scientific method, then explaining why and how you need to elaborate that section.
Although this handout takes each section in the order in which it should be presented in the final report, you may for practical reasons decide to compose sections in another order. For example, many writers find that composing their Methods and Results before the other sections helps to clarify their idea of the experiment or study as a whole. You might consider using each assignment to practice different approaches to drafting the report, to find the order that works best for you.
The best way to prepare to write the lab report is to make sure that you fully understand everything you need to about the experiment. Obviously, if you don’t quite know what went on during the lab, you’re going to find it difficult to explain the lab satisfactorily to someone else. To make sure you know enough to write the report, complete the following steps:
Once you’ve completed these steps as you perform the experiment, you’ll be in a good position to draft an effective lab report.
How do i write a strong introduction.
For the purposes of this handout, we’ll consider the Introduction to contain four basic elements: the purpose, the scientific literature relevant to the subject, the hypothesis, and the reasons you believed your hypothesis viable. Let’s start by going through each element of the Introduction to clarify what it covers and why it’s important. Then we can formulate a logical organizational strategy for the section.
The inclusion of the purpose (sometimes called the objective) of the experiment often confuses writers. The biggest misconception is that the purpose is the same as the hypothesis. Not quite. We’ll get to hypotheses in a minute, but basically they provide some indication of what you expect the experiment to show. The purpose is broader, and deals more with what you expect to gain through the experiment. In a professional setting, the hypothesis might have something to do with how cells react to a certain kind of genetic manipulation, but the purpose of the experiment is to learn more about potential cancer treatments. Undergraduate reports don’t often have this wide-ranging a goal, but you should still try to maintain the distinction between your hypothesis and your purpose. In a solubility experiment, for example, your hypothesis might talk about the relationship between temperature and the rate of solubility, but the purpose is probably to learn more about some specific scientific principle underlying the process of solubility.
For starters, most people say that you should write out your working hypothesis before you perform the experiment or study. Many beginning science students neglect to do so and find themselves struggling to remember precisely which variables were involved in the process or in what way the researchers felt that they were related. Write your hypothesis down as you develop it—you’ll be glad you did.
As for the form a hypothesis should take, it’s best not to be too fancy or complicated; an inventive style isn’t nearly so important as clarity here. There’s nothing wrong with beginning your hypothesis with the phrase, “It was hypothesized that . . .” Be as specific as you can about the relationship between the different objects of your study. In other words, explain that when term A changes, term B changes in this particular way. Readers of scientific writing are rarely content with the idea that a relationship between two terms exists—they want to know what that relationship entails.
Not a hypothesis:
“It was hypothesized that there is a significant relationship between the temperature of a solvent and the rate at which a solute dissolves.”
Hypothesis:
“It was hypothesized that as the temperature of a solvent increases, the rate at which a solute will dissolve in that solvent increases.”
Put more technically, most hypotheses contain both an independent and a dependent variable. The independent variable is what you manipulate to test the reaction; the dependent variable is what changes as a result of your manipulation. In the example above, the independent variable is the temperature of the solvent, and the dependent variable is the rate of solubility. Be sure that your hypothesis includes both variables.
You need to do more than tell your readers what your hypothesis is; you also need to assure them that this hypothesis was reasonable, given the circumstances. In other words, use the Introduction to explain that you didn’t just pluck your hypothesis out of thin air. (If you did pluck it out of thin air, your problems with your report will probably extend beyond using the appropriate format.) If you posit that a particular relationship exists between the independent and the dependent variable, what led you to believe your “guess” might be supported by evidence?
Scientists often refer to this type of justification as “motivating” the hypothesis, in the sense that something propelled them to make that prediction. Often, motivation includes what we already know—or rather, what scientists generally accept as true (see “Background/previous research” below). But you can also motivate your hypothesis by relying on logic or on your own observations. If you’re trying to decide which solutes will dissolve more rapidly in a solvent at increased temperatures, you might remember that some solids are meant to dissolve in hot water (e.g., bouillon cubes) and some are used for a function precisely because they withstand higher temperatures (they make saucepans out of something). Or you can think about whether you’ve noticed sugar dissolving more rapidly in your glass of iced tea or in your cup of coffee. Even such basic, outside-the-lab observations can help you justify your hypothesis as reasonable.
This part of the Introduction demonstrates to the reader your awareness of how you’re building on other scientists’ work. If you think of the scientific community as engaging in a series of conversations about various topics, then you’ll recognize that the relevant background material will alert the reader to which conversation you want to enter.
Generally speaking, authors writing journal articles use the background for slightly different purposes than do students completing assignments. Because readers of academic journals tend to be professionals in the field, authors explain the background in order to permit readers to evaluate the study’s pertinence for their own work. You, on the other hand, write toward a much narrower audience—your peers in the course or your lab instructor—and so you must demonstrate that you understand the context for the (presumably assigned) experiment or study you’ve completed. For example, if your professor has been talking about polarity during lectures, and you’re doing a solubility experiment, you might try to connect the polarity of a solid to its relative solubility in certain solvents. In any event, both professional researchers and undergraduates need to connect the background material overtly to their own work.
Most of the time, writers begin by stating the purpose or objectives of their own work, which establishes for the reader’s benefit the “nature and scope of the problem investigated” (Day 1994). Once you have expressed your purpose, you should then find it easier to move from the general purpose, to relevant material on the subject, to your hypothesis. In abbreviated form, an Introduction section might look like this:
“The purpose of the experiment was to test conventional ideas about solubility in the laboratory [purpose] . . . According to Whitecoat and Labrat (1999), at higher temperatures the molecules of solvents move more quickly . . . We know from the class lecture that molecules moving at higher rates of speed collide with one another more often and thus break down more easily [background material/motivation] . . . Thus, it was hypothesized that as the temperature of a solvent increases, the rate at which a solute will dissolve in that solvent increases [hypothesis].”
Again—these are guidelines, not commandments. Some writers and readers prefer different structures for the Introduction. The one above merely illustrates a common approach to organizing material.
As with any piece of writing, your Methods section will succeed only if it fulfills its readers’ expectations, so you need to be clear in your own mind about the purpose of this section. Let’s review the purpose as we described it above: in this section, you want to describe in detail how you tested the hypothesis you developed and also to clarify the rationale for your procedure. In science, it’s not sufficient merely to design and carry out an experiment. Ultimately, others must be able to verify your findings, so your experiment must be reproducible, to the extent that other researchers can follow the same procedure and obtain the same (or similar) results.
Here’s a real-world example of the importance of reproducibility. In 1989, physicists Stanley Pons and Martin Fleischman announced that they had discovered “cold fusion,” a way of producing excess heat and power without the nuclear radiation that accompanies “hot fusion.” Such a discovery could have great ramifications for the industrial production of energy, so these findings created a great deal of interest. When other scientists tried to duplicate the experiment, however, they didn’t achieve the same results, and as a result many wrote off the conclusions as unjustified (or worse, a hoax). To this day, the viability of cold fusion is debated within the scientific community, even though an increasing number of researchers believe it possible. So when you write your Methods section, keep in mind that you need to describe your experiment well enough to allow others to replicate it exactly.
With these goals in mind, let’s consider how to write an effective Methods section in terms of content, structure, and style.
Sometimes the hardest thing about writing this section isn’t what you should talk about, but what you shouldn’t talk about. Writers often want to include the results of their experiment, because they measured and recorded the results during the course of the experiment. But such data should be reserved for the Results section. In the Methods section, you can write that you recorded the results, or how you recorded the results (e.g., in a table), but you shouldn’t write what the results were—not yet. Here, you’re merely stating exactly how you went about testing your hypothesis. As you draft your Methods section, ask yourself the following questions:
Describe the control in the Methods section. Two things are especially important in writing about the control: identify the control as a control, and explain what you’re controlling for. Here is an example:
“As a control for the temperature change, we placed the same amount of solute in the same amount of solvent, and let the solution stand for five minutes without heating it.”
Organization is especially important in the Methods section of a lab report because readers must understand your experimental procedure completely. Many writers are surprised by the difficulty of conveying what they did during the experiment, since after all they’re only reporting an event, but it’s often tricky to present this information in a coherent way. There’s a fairly standard structure you can use to guide you, and following the conventions for style can help clarify your points.
Increasingly, especially in the social sciences, using first person and active voice is acceptable in scientific reports. Most readers find that this style of writing conveys information more clearly and concisely. This rhetorical choice thus brings two scientific values into conflict: objectivity versus clarity. Since the scientific community hasn’t reached a consensus about which style it prefers, you may want to ask your lab instructor.
Here’s a paradox for you. The Results section is often both the shortest (yay!) and most important (uh-oh!) part of your report. Your Materials and Methods section shows how you obtained the results, and your Discussion section explores the significance of the results, so clearly the Results section forms the backbone of the lab report. This section provides the most critical information about your experiment: the data that allow you to discuss how your hypothesis was or wasn’t supported. But it doesn’t provide anything else, which explains why this section is generally shorter than the others.
Before you write this section, look at all the data you collected to figure out what relates significantly to your hypothesis. You’ll want to highlight this material in your Results section. Resist the urge to include every bit of data you collected, since perhaps not all are relevant. Also, don’t try to draw conclusions about the results—save them for the Discussion section. In this section, you’re reporting facts. Nothing your readers can dispute should appear in the Results section.
Most Results sections feature three distinct parts: text, tables, and figures. Let’s consider each part one at a time.
This should be a short paragraph, generally just a few lines, that describes the results you obtained from your experiment. In a relatively simple experiment, one that doesn’t produce a lot of data for you to repeat, the text can represent the entire Results section. Don’t feel that you need to include lots of extraneous detail to compensate for a short (but effective) text; your readers appreciate discrimination more than your ability to recite facts. In a more complex experiment, you may want to use tables and/or figures to help guide your readers toward the most important information you gathered. In that event, you’ll need to refer to each table or figure directly, where appropriate:
“Table 1 lists the rates of solubility for each substance”
“Solubility increased as the temperature of the solution increased (see Figure 1).”
If you do use tables or figures, make sure that you don’t present the same material in both the text and the tables/figures, since in essence you’ll just repeat yourself, probably annoying your readers with the redundancy of your statements.
Feel free to describe trends that emerge as you examine the data. Although identifying trends requires some judgment on your part and so may not feel like factual reporting, no one can deny that these trends do exist, and so they properly belong in the Results section. Example:
“Heating the solution increased the rate of solubility of polar solids by 45% but had no effect on the rate of solubility in solutions containing non-polar solids.”
This point isn’t debatable—you’re just pointing out what the data show.
As in the Materials and Methods section, you want to refer to your data in the past tense, because the events you recorded have already occurred and have finished occurring. In the example above, note the use of “increased” and “had,” rather than “increases” and “has.” (You don’t know from your experiment that heating always increases the solubility of polar solids, but it did that time.)
You shouldn’t put information in the table that also appears in the text. You also shouldn’t use a table to present irrelevant data, just to show you did collect these data during the experiment. Tables are good for some purposes and situations, but not others, so whether and how you’ll use tables depends upon what you need them to accomplish.
Tables are useful ways to show variation in data, but not to present a great deal of unchanging measurements. If you’re dealing with a scientific phenomenon that occurs only within a certain range of temperatures, for example, you don’t need to use a table to show that the phenomenon didn’t occur at any of the other temperatures. How useful is this table?
As you can probably see, no solubility was observed until the trial temperature reached 50°C, a fact that the text part of the Results section could easily convey. The table could then be limited to what happened at 50°C and higher, thus better illustrating the differences in solubility rates when solubility did occur.
As a rule, try not to use a table to describe any experimental event you can cover in one sentence of text. Here’s an example of an unnecessary table from How to Write and Publish a Scientific Paper , by Robert A. Day:
As Day notes, all the information in this table can be summarized in one sentence: “S. griseus, S. coelicolor, S. everycolor, and S. rainbowenski grew under aerobic conditions, whereas S. nocolor and S. greenicus required anaerobic conditions.” Most readers won’t find the table clearer than that one sentence.
When you do have reason to tabulate material, pay attention to the clarity and readability of the format you use. Here are a few tips:
It’s a little tough to see the trends that the author presumably wants to present in this table. Compare this table, in which the data appear vertically:
The second table shows how putting like elements in a vertical column makes for easier reading. In this case, the like elements are the measurements of length and height, over five trials–not, as in the first table, the length and height measurements for each trial.
1058 |
432 |
7 |
Although tables can be useful ways of showing trends in the results you obtained, figures (i.e., illustrations) can do an even better job of emphasizing such trends. Lab report writers often use graphic representations of the data they collected to provide their readers with a literal picture of how the experiment went.
Remember the circumstances under which you don’t need a table: when you don’t have a great deal of data or when the data you have don’t vary a lot. Under the same conditions, you would probably forgo the figure as well, since the figure would be unlikely to provide your readers with an additional perspective. Scientists really don’t like their time wasted, so they tend not to respond favorably to redundancy.
If you’re trying to decide between using a table and creating a figure to present your material, consider the following a rule of thumb. The strength of a table lies in its ability to supply large amounts of exact data, whereas the strength of a figure is its dramatic illustration of important trends within the experiment. If you feel that your readers won’t get the full impact of the results you obtained just by looking at the numbers, then a figure might be appropriate.
Of course, an undergraduate class may expect you to create a figure for your lab experiment, if only to make sure that you can do so effectively. If this is the case, then don’t worry about whether to use figures or not—concentrate instead on how best to accomplish your task.
Figures can include maps, photographs, pen-and-ink drawings, flow charts, bar graphs, and section graphs (“pie charts”). But the most common figure by far, especially for undergraduates, is the line graph, so we’ll focus on that type in this handout.
At the undergraduate level, you can often draw and label your graphs by hand, provided that the result is clear, legible, and drawn to scale. Computer technology has, however, made creating line graphs a lot easier. Most word-processing software has a number of functions for transferring data into graph form; many scientists have found Microsoft Excel, for example, a helpful tool in graphing results. If you plan on pursuing a career in the sciences, it may be well worth your while to learn to use a similar program.
Computers can’t, however, decide for you how your graph really works; you have to know how to design your graph to meet your readers’ expectations. Here are some of these expectations:
The discussion section is probably the least formalized part of the report, in that you can’t really apply the same structure to every type of experiment. In simple terms, here you tell your readers what to make of the Results you obtained. If you have done the Results part well, your readers should already recognize the trends in the data and have a fairly clear idea of whether your hypothesis was supported. Because the Results can seem so self-explanatory, many students find it difficult to know what material to add in this last section.
Basically, the Discussion contains several parts, in no particular order, but roughly moving from specific (i.e., related to your experiment only) to general (how your findings fit in the larger scientific community). In this section, you will, as a rule, need to:
Let’s look at some dos and don’ts for each of these objectives.
This statement is usually a good way to begin the Discussion, since you can’t effectively speak about the larger scientific value of your study until you’ve figured out the particulars of this experiment. You might begin this part of the Discussion by explicitly stating the relationships or correlations your data indicate between the independent and dependent variables. Then you can show more clearly why you believe your hypothesis was or was not supported. For example, if you tested solubility at various temperatures, you could start this section by noting that the rates of solubility increased as the temperature increased. If your initial hypothesis surmised that temperature change would not affect solubility, you would then say something like,
“The hypothesis that temperature change would not affect solubility was not supported by the data.”
Note: Students tend to view labs as practical tests of undeniable scientific truths. As a result, you may want to say that the hypothesis was “proved” or “disproved” or that it was “correct” or “incorrect.” These terms, however, reflect a degree of certainty that you as a scientist aren’t supposed to have. Remember, you’re testing a theory with a procedure that lasts only a few hours and relies on only a few trials, which severely compromises your ability to be sure about the “truth” you see. Words like “supported,” “indicated,” and “suggested” are more acceptable ways to evaluate your hypothesis.
Also, recognize that saying whether the data supported your hypothesis or not involves making a claim to be defended. As such, you need to show the readers that this claim is warranted by the evidence. Make sure that you’re very explicit about the relationship between the evidence and the conclusions you draw from it. This process is difficult for many writers because we don’t often justify conclusions in our regular lives. For example, you might nudge your friend at a party and whisper, “That guy’s drunk,” and once your friend lays eyes on the person in question, she might readily agree. In a scientific paper, by contrast, you would need to defend your claim more thoroughly by pointing to data such as slurred words, unsteady gait, and the lampshade-as-hat. In addition to pointing out these details, you would also need to show how (according to previous studies) these signs are consistent with inebriation, especially if they occur in conjunction with one another. To put it another way, tell your readers exactly how you got from point A (was the hypothesis supported?) to point B (yes/no).
You need to take these exceptions and divergences into account, so that you qualify your conclusions sufficiently. For obvious reasons, your readers will doubt your authority if you (deliberately or inadvertently) overlook a key piece of data that doesn’t square with your perspective on what occurred. In a more philosophical sense, once you’ve ignored evidence that contradicts your claims, you’ve departed from the scientific method. The urge to “tidy up” the experiment is often strong, but if you give in to it you’re no longer performing good science.
Sometimes after you’ve performed a study or experiment, you realize that some part of the methods you used to test your hypothesis was flawed. In that case, it’s OK to suggest that if you had the chance to conduct your test again, you might change the design in this or that specific way in order to avoid such and such a problem. The key to making this approach work, though, is to be very precise about the weakness in your experiment, why and how you think that weakness might have affected your data, and how you would alter your protocol to eliminate—or limit the effects of—that weakness. Often, inexperienced researchers and writers feel the need to account for “wrong” data (remember, there’s no such animal), and so they speculate wildly about what might have screwed things up. These speculations include such factors as the unusually hot temperature in the room, or the possibility that their lab partners read the meters wrong, or the potentially defective equipment. These explanations are what scientists call “cop-outs,” or “lame”; don’t indicate that the experiment had a weakness unless you’re fairly certain that a) it really occurred and b) you can explain reasonably well how that weakness affected your results.
If, for example, your hypothesis dealt with the changes in solubility at different temperatures, then try to figure out what you can rationally say about the process of solubility more generally. If you’re doing an undergraduate lab, chances are that the lab will connect in some way to the material you’ve been covering either in lecture or in your reading, so you might choose to return to these resources as a way to help you think clearly about the process as a whole.
This part of the Discussion section is another place where you need to make sure that you’re not overreaching. Again, nothing you’ve found in one study would remotely allow you to claim that you now “know” something, or that something isn’t “true,” or that your experiment “confirmed” some principle or other. Hesitate before you go out on a limb—it’s dangerous! Use less absolutely conclusive language, including such words as “suggest,” “indicate,” “correspond,” “possibly,” “challenge,” etc.
We’ve been talking about how to show that you belong in a particular community (such as biologists or anthropologists) by writing within conventions that they recognize and accept. Another is to try to identify a conversation going on among members of that community, and use your work to contribute to that conversation. In a larger philosophical sense, scientists can’t fully understand the value of their research unless they have some sense of the context that provoked and nourished it. That is, you have to recognize what’s new about your project (potentially, anyway) and how it benefits the wider body of scientific knowledge. On a more pragmatic level, especially for undergraduates, connecting your lab work to previous research will demonstrate to the TA that you see the big picture. You have an opportunity, in the Discussion section, to distinguish yourself from the students in your class who aren’t thinking beyond the barest facts of the study. Capitalize on this opportunity by putting your own work in context.
If you’re just beginning to work in the natural sciences (as a first-year biology or chemistry student, say), most likely the work you’ll be doing has already been performed and re-performed to a satisfactory degree. Hence, you could probably point to a similar experiment or study and compare/contrast your results and conclusions. More advanced work may deal with an issue that is somewhat less “resolved,” and so previous research may take the form of an ongoing debate, and you can use your own work to weigh in on that debate. If, for example, researchers are hotly disputing the value of herbal remedies for the common cold, and the results of your study suggest that Echinacea diminishes the symptoms but not the actual presence of the cold, then you might want to take some time in the Discussion section to recapitulate the specifics of the dispute as it relates to Echinacea as an herbal remedy. (Consider that you have probably already written in the Introduction about this debate as background research.)
This information is often the best way to end your Discussion (and, for all intents and purposes, the report). In argumentative writing generally, you want to use your closing words to convey the main point of your writing. This main point can be primarily theoretical (“Now that you understand this information, you’re in a better position to understand this larger issue”) or primarily practical (“You can use this information to take such and such an action”). In either case, the concluding statements help the reader to comprehend the significance of your project and your decision to write about it.
Since a lab report is argumentative—after all, you’re investigating a claim, and judging the legitimacy of that claim by generating and collecting evidence—it’s often a good idea to end your report with the same technique for establishing your main point. If you want to go the theoretical route, you might talk about the consequences your study has for the field or phenomenon you’re investigating. To return to the examples regarding solubility, you could end by reflecting on what your work on solubility as a function of temperature tells us (potentially) about solubility in general. (Some folks consider this type of exploration “pure” as opposed to “applied” science, although these labels can be problematic.) If you want to go the practical route, you could end by speculating about the medical, institutional, or commercial implications of your findings—in other words, answer the question, “What can this study help people to do?” In either case, you’re going to make your readers’ experience more satisfying, by helping them see why they spent their time learning what you had to teach them.
We consulted these works while writing this handout. This is not a comprehensive list of resources on the handout’s topic, and we encourage you to do your own research to find additional publications. Please do not use this list as a model for the format of your own reference list, as it may not match the citation style you are using. For guidance on formatting citations, please see the UNC Libraries citation tutorial . We revise these tips periodically and welcome feedback.
American Psychological Association. 2010. Publication Manual of the American Psychological Association . 6th ed. Washington, DC: American Psychological Association.
Beall, Herbert, and John Trimbur. 2001. A Short Guide to Writing About Chemistry , 2nd ed. New York: Longman.
Blum, Deborah, and Mary Knudson. 1997. A Field Guide for Science Writers: The Official Guide of the National Association of Science Writers . New York: Oxford University Press.
Booth, Wayne C., Gregory G. Colomb, Joseph M. Williams, Joseph Bizup, and William T. FitzGerald. 2016. The Craft of Research , 4th ed. Chicago: University of Chicago Press.
Briscoe, Mary Helen. 1996. Preparing Scientific Illustrations: A Guide to Better Posters, Presentations, and Publications , 2nd ed. New York: Springer-Verlag.
Council of Science Editors. 2014. Scientific Style and Format: The CSE Manual for Authors, Editors, and Publishers , 8th ed. Chicago & London: University of Chicago Press.
Davis, Martha. 2012. Scientific Papers and Presentations , 3rd ed. London: Academic Press.
Day, Robert A. 1994. How to Write and Publish a Scientific Paper , 4th ed. Phoenix: Oryx Press.
Porush, David. 1995. A Short Guide to Writing About Science . New York: Longman.
Williams, Joseph, and Joseph Bizup. 2017. Style: Lessons in Clarity and Grace , 12th ed. Boston: Pearson.
You may reproduce it for non-commercial use if you use the entire handout and attribute the source: The Writing Center, University of North Carolina at Chapel Hill
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Section 1- Evidence-based practice (EBP)
Components of a research report.
Partido, B.B.
Elements of research report
Introduction | What is the issue? |
Methods | What methods have been used to investigate the issue? |
Results | What was found? |
Discussion | What are the implications of the findings? |
The research report contains four main areas:
Formalized Curiosity for Knowledge and Innovation Copyright © by partido1. All Rights Reserved.
Understanding research reports, financial analyst research reports, research report impact, conflicts of interest.
James Chen, CMT is an expert trader, investment adviser, and global market strategist.
A research report is a document prepared by an analyst or strategist who is a part of the investment research team in a stock brokerage or investment bank . A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or on a geographic region or country. Research reports generally, but not always, have actionable recommendations such as investment ideas that investors can act upon.
Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. When applied to the investment industry, the term usually refers to sell-side research, or investment research produced by brokerage houses.
Such research is disseminated to the institutional and retail clients of the brokerage that produces it. Research produced by the buy-side, which includes pension funds, mutual funds, and portfolio managers , is usually for internal use only and is not distributed to external parties.
Financial analysts may produce research reports for the purpose of supporting a particular recommendation, such as whether to buy or sell a particular security or whether a client should consider a particular financial product. For example, an analyst may create a report in regards to a new offering being proposed by a company. The report could include relevant metrics regarding the company itself, such as the number of years they have been in operation as well as the names of key stakeholders , along with statistics regarding the current state of the market in which the company participates. Information regarding overall profitability and the intended use of the funds can also be included.
Enthusiasts of the Efficient Market Hypothesis (EMH) might insist that the value of professional analysts' research reports is suspect and that investors likely place too much confidence in the conclusions such analysts make. While a definitive conclusion about this topic is difficult to make because comparisons are not exact, some research papers do exist which claim empirical evidence supporting the value of such reports.
One such paper studied the market for India-based investments and analysts who cover them. The paper was published in the March 2014 edition of the International Research Journal of Business and Management. Its authors concluded that analyst recommendations do have an impact and are beneficial to investors at least in short-term decisions.
While some analysts are functionally unaffiliated, others may be directly or indirectly affiliated with the companies for which they produce reports. Unaffiliated analysts traditionally perform independent research to determine an appropriate recommendation and may have a limited concern regarding the outcome.
Affiliated analysts may feel best served by ensuring any research reports portray clients in a favorable light. Additionally, if an analyst is also an investor in the company on which the report is based, he may have a personal incentive to avoid topics that may result in a lowered valuation of the securities in which he has invested.
A research report is a concise document that summarizes the findings, methods, and conclusions of a research study or investigation. There are various types of research reports available for different purposes.
It typically includes details on the research question, methodology, data analysis, and results, providing a structured and informative account of the research process and outcomes.
Limitations, key highlights.
1. technical or scientific reports.
Technical and scientific reports communicate research findings to experts and professionals in a particular field.
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Characteristics:
Popular reports are designed for a general audience and aim to inform, educate, or entertain on a wide range of topics.
Survey reports include data collected through surveys and focus on presenting insights and opinions on specific issues or questions.
Market research reports provide insights into consumer behavior, market trends, and industry analysis.
Case study reports focus on an in-depth examination of a single entity, often to explore complex, real-life situations.
Analytical research reports involve a deep analysis of data to uncover patterns, trends, or relationships.
Literature review reports provide an overview of existing research on a specific topic, highlighting gaps and trends.
Experimental research reports involve controlled experiments to test hypotheses and determine if the results support or reject the hypothesis.
Descriptive research reports aim to provide a comprehensive picture of a phenomenon, group, or situation. They seek to answer the “what” and “how” questions.
Exploratory research reports are conducted when there is little prior knowledge about a subject. They aim to identify key variables and research questions.
Explanatory research reports seek to understand the relationships between variables and explain why certain phenomena occur.
Policy or white papers aim to inform policymakers, stakeholders, and the public about specific issues and recommend actions.
These are some common components you must know while writing different types of research reports.
1. Title Page:
2. Abstract: Add a concise summary of the research, including the research question or objective, methodology, key findings, and implications. Typically, it should be no more than 150-250 words.
3. Table of Contents: Include a list of sections and subsections with page numbers.
4. List of Figures and Tables: If your research includes numerical data, add all the statistics and tables along with their corresponding page numbers. It is similar to a table of contents for quantitative data.
5. List of Abbreviations and Symbols: Include any abbreviations or symbols you have used in the report and their meanings.
6. Introduction:
7. Literature Review:
8. Methodology:
9. Results:
10. Discussion:
11. Conclusion:
12. References: Include a list of all the sources cited in your report in a standardized citation style (e.g., APA, MLA, Chicago).
Let us see an example of a research report.
Research Report: The Impact of Artificial Intelligence on the Labor Market
This research study explores the profound changes occurring in the labor market due to the increasing adoption of artificial intelligence (AI) technologies. The study examines the potential benefits and challenges AI poses for the workforce, job displacement, and the skills required in the future job market.
Introduction, literature review, methodology.
The introduction section provides an overview of the research topic. It explains the significance of studying the impact of AI on the labor market, outlines the research questions, and previews the structure of the report.
The literature review section reviews existing research on the effects of AI on employment and the labor market. It discusses the different perspectives on whether AI will create new jobs or lead to job displacement. It also explores the skills and education required for the future workforce.
This section explains the research methods used, such as data collection methods, sources, and analytical techniques. It outlines how data on AI adoption, job displacement, and future job projections were gathered and analyzed.
The results section presents the key findings of the study. It includes data on the extent of AI adoption across industries, job displacement rates, and projections for AI-related occupations.
The discussion section interprets the results in the context of the research questions. It analyzes the potential benefits and challenges AI poses for the labor market, discusses policy implications, and explores the role of education and training in preparing the workforce for the AI era.
In conclusion, this research highlights the transformative impact of artificial intelligence on the labor market. While AI brings opportunities for innovation and efficiency, it also presents challenges related to job displacement and workforce adaptation. Preparing for this evolving job landscape is crucial for individuals and policymakers.
Given below are various types of research reports writing that researchers and organizations use to present findings, progress, and other information.
Outlines a plan for a project or research for approval or funding. | Research proposal submitted to study the impact of climate change on local ecosystems. | |
Generated at regular intervals to provide project updates. | Weekly sales reports summarizing product sales figures. | |
Detailed, structured reports often used in academic, scientific, or business settings. | Formal business report analyzing a company’s financial performance for the year. | |
Less structured reports for quick internal communication. | Email summarizing key takeaways from a team meeting. | |
Concise documents offering a brief overview of a specific topic. | A one-page summary of customer feedback from a product launch. | |
Comprehensive reports with in-depth analysis and information. | 100-page research report on the effects of a new drug on a medical condition. | |
Focus on data analysis and provide insights or recommendations. | Market research report analyzing consumer behavior trends and recommending marketing strategies. | |
Convey information without providing analysis or recommendations. | Report detailing the steps of a manufacturing process for new employees. | |
Flow within the organizational hierarchy, moving up or down. | Report from a department manager to the company’s vice president on department performance. | |
Sent between individuals or departments at the same organizational level. | Report from one project manager to another project manager in a different department. | |
Created and distributed within an organization for internal purposes. | Internal audit report examining the company’s financial records for compliance. | |
Prepared for external audiences, such as clients, investors, or regulators. | A publicly traded company publishes an annual report for shareholders and the general public. |
Here is why the different types of research reports are important.
Listed below are some limitations of different types of research reports.
Different types of research reports are important for sharing knowledge, making smart choices, and moving forward in different areas of study. It’s vital for both researchers and those who use research to grasp the different kinds of reports, what goes into them, and why they matter.
Q1. Are research reports the same as research papers? Answer: Research reports and research papers share similarities but have distinct purposes and structures. Research papers are often more academic and can vary in structure, while research reports are typically more structured and cater to a broader audience.
Q2. How do I choose the right type of research report for my study? Answer: The choice of research report type depends on your research goals, audience, and the nature of your study. Consider whether you are conducting scientific research, market analysis, academic research, or policy analysis, and select the format that aligns with your objectives.
Q3. Can research reports be used as references in other research reports? Answer: Yes, research reports can be cited and used as references in other research reports as long as they are credible sources. Citing previous research reports adds depth and credibility to your work.
This article lists all the types of research reports available for research methodologies. We have also included its format, example, and several report-writing methods. For similar articles, you can check the following articles,
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Methodology
Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design . When planning your methods, there are two key decisions you will make.
First, decide how you will collect data . Your methods depend on what type of data you need to answer your research question :
Second, decide how you will analyze the data .
Methods for collecting data, examples of data collection methods, methods for analyzing data, examples of data analysis methods, other interesting articles, frequently asked questions about research methods.
Data is the information that you collect for the purposes of answering your research question . The type of data you need depends on the aims of your research.
Your choice of qualitative or quantitative data collection depends on the type of knowledge you want to develop.
For questions about ideas, experiences and meanings, or to study something that can’t be described numerically, collect qualitative data .
If you want to develop a more mechanistic understanding of a topic, or your research involves hypothesis testing , collect quantitative data .
Qualitative | to broader populations. . | |
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Quantitative | . |
You can also take a mixed methods approach , where you use both qualitative and quantitative research methods.
Primary research is any original data that you collect yourself for the purposes of answering your research question (e.g. through surveys , observations and experiments ). Secondary research is data that has already been collected by other researchers (e.g. in a government census or previous scientific studies).
If you are exploring a novel research question, you’ll probably need to collect primary data . But if you want to synthesize existing knowledge, analyze historical trends, or identify patterns on a large scale, secondary data might be a better choice.
Primary | . | methods. |
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Secondary |
In descriptive research , you collect data about your study subject without intervening. The validity of your research will depend on your sampling method .
In experimental research , you systematically intervene in a process and measure the outcome. The validity of your research will depend on your experimental design .
To conduct an experiment, you need to be able to vary your independent variable , precisely measure your dependent variable, and control for confounding variables . If it’s practically and ethically possible, this method is the best choice for answering questions about cause and effect.
Descriptive | . . | |
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Experimental |
Research method | Primary or secondary? | Qualitative or quantitative? | When to use |
---|---|---|---|
Primary | Quantitative | To test cause-and-effect relationships. | |
Primary | Quantitative | To understand general characteristics of a population. | |
Interview/focus group | Primary | Qualitative | To gain more in-depth understanding of a topic. |
Observation | Primary | Either | To understand how something occurs in its natural setting. |
Secondary | Either | To situate your research in an existing body of work, or to evaluate trends within a research topic. | |
Either | Either | To gain an in-depth understanding of a specific group or context, or when you don’t have the resources for a large study. |
Your data analysis methods will depend on the type of data you collect and how you prepare it for analysis.
Data can often be analyzed both quantitatively and qualitatively. For example, survey responses could be analyzed qualitatively by studying the meanings of responses or quantitatively by studying the frequencies of responses.
Qualitative analysis is used to understand words, ideas, and experiences. You can use it to interpret data that was collected:
Qualitative analysis tends to be quite flexible and relies on the researcher’s judgement, so you have to reflect carefully on your choices and assumptions and be careful to avoid research bias .
Quantitative analysis uses numbers and statistics to understand frequencies, averages and correlations (in descriptive studies) or cause-and-effect relationships (in experiments).
You can use quantitative analysis to interpret data that was collected either:
Because the data is collected and analyzed in a statistically valid way, the results of quantitative analysis can be easily standardized and shared among researchers.
Research method | Qualitative or quantitative? | When to use |
---|---|---|
Quantitative | To analyze data collected in a statistically valid manner (e.g. from experiments, surveys, and observations). | |
Meta-analysis | Quantitative | To statistically analyze the results of a large collection of studies. Can only be applied to studies that collected data in a statistically valid manner. |
Qualitative | To analyze data collected from interviews, , or textual sources. To understand general themes in the data and how they are communicated. | |
Either | To analyze large volumes of textual or visual data collected from surveys, literature reviews, or other sources. Can be quantitative (i.e. frequencies of words) or qualitative (i.e. meanings of words). |
If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.
Research bias
Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.
Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.
In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .
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.
The research methods you use depend on the type of data you need to answer your research question .
Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.
Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).
In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .
In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.
Other students also liked, writing strong research questions | criteria & examples.
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NEW REPORT: The People's Guide to Project 2025
We read Project 2025’s entire 900+ page “Mandate for Leadership” so that you don’t have to.
What we discovered was a systemic, ruthless plan to undermine the quality of life of millions of Americans, remove critical protections and dismantle programs for communities across the nation, and prioritize special interests and ideological extremism over people.
From attacking overtime pay, student loans, and reproductive rights, to allowing more discrimination, pollution, and price gouging, those behind Project 2025 are preparing to go to incredible lengths to create a country only for some, not for all of us.
If these plans are enacted, which Project 2025’s authors claim can happen without congressional approval, 4.3 million people could lose overtime protections, 40 million people could have their food assistance reduced, 220,000 American jobs could be lost, and much, much, more. The stakes are higher than ever for democracy and for people.
These threats aren’t hypothetical. These are their real plans.
The Heritage Foundation and the 100+ organizations that make up the Project 2025 Advisory Board have mapped out exactly how they will achieve their extreme ends. They aim to try and carry out many of the most troubling proposals through an anti-democratic president and political loyalists installed in the executive branch, without waiting for congressional action. And, while many of these plans are unlawful, winning in court is not guaranteed given that the same far-right movement that is behind Project 2025 has shaped our current court system.
To combat the threats posed by Project 2025, we have to first understand them.
What follows are some of the most dangerous proposals that make up Project 2025, specifically those that they plan to implement through federal agencies and a far-right executive branch.
The majority of Americans share the same values and priorities, but Project 2025 wants to push an extreme, out-of-touch agenda on all of us . By reading this guide and sharing it, we can begin to address these threats and go on offense towards building a bold, inclusive democracy for all people.
Download PDF
The Project 2025 Presidential Transition Project is a well-funded (eight-figure) effort of the Heritage Foundation and more than 100 organizations to enable a future anti-democratic presidential administration to take swift, far-right action that would cut wages for working people, dismantle social safety net programs, reverse decades of progress for civil rights, redefine the way our society operates, and undermine our economy.
A central pillar of Project 2025 is the “Mandate for Leadership,” a 900+ page policy playbook authored by former Trump administration officials and other extremists that provides a radical vision for our nation and a roadmap to implement it.
Proposals from Project 2025, discussed in detail throughout this guide, that they claim could be implemented through executive branch action alone — so without new legislation — include:
Cut wages, create unsafe workplaces, and destabilize our economy.
Project 2025 would enable corporations to cut overtime pay, relax worker safety rules, allow workplace discrimination, and more.
A strong democracy is one where people have the resources they need to thrive, not worry about how they will make ends meet. Project 2025 proposals would only make daily life harder for people – with fewer people able to access food assistance and affordable early education, less support for veterans with disabilities, and cuts to support for farmers.
Despite the majority of Americans supporting comprehensive health care and reproductive freedom, Project 2025 would prefer a far different reality. Their attacks would undermine Medicare, keep prescription drug prices high, and restrict access to reproductive care.
Threatened by decades of progress in advancing civil rights and equality for all, the authors of Project 2025 want to create a country that allows for more discrimination where we live, study, work, and play — and roll back hard-fought victories by our movements for progress.
We’ve waited decades for meaningful and robust federal action to combat climate change and protect people from the harms of pollution. Project 2025 couldn’t care less about these threats — and now they want to destroy our hard-fought gains.
Our public schools are foundational to our democracy. When special interests undermine public schools, they undermine the ability of students from all backgrounds to learn, feel safe in their community, and develop skills and knowledge that enable students to thrive. If Project 2025 has their way, our public schools could be stripped of funding, protections for students, and high-quality curricula.
Civil servants are federal employees who work and live in all 50 states — the more than 2 million people who keep our air clean, water safe, consumers protected, and mail delivered. Attacks on the nation’s civil service are attacks on the government’s ability to work for the people.
This People’s Guide only begins to catalog the people and communities who would be harmed if a future presidential administration began to implement Project 2025’s proposals. Businesses and industry across the country could be harmed not just from the lack of data collection discussed above, but also from proposals to politicize the Federal Reserve or to restrict free trade. Our country’s national security itself, too, is threatened by proposals to concentrate military decisionmaking, further undermine our intelligence agencies, or promote isolationist policies.
We continue to analyze these policies and their harms to people, and expect to release updated versions of the People’s Guide with reports on the threats that would make it harder to run a business, put our security at risk, and more. Click here to sign up to receive the updated reports directly in your inbox.
To learn more about how we can confront the threats presented in this guide head-on and begin to build a bold, vibrant democracy for all people, visit democracyforward.org/join-2025 .
Defending democracy and policies that propel progress through public education, regulatory and legal support.
Disrupting unlawful, regressive, and anti-democratic activity through litigation, investigations, and public education.
Building coalitions, supporting communities, and creating a more democratic and just future through the law.
New york times: “the resistance to a new trump administration has already started”.
As first reported in The New York Times : Democracy Forward is “ensuring that people and communities that would be affected by a range of policies that we see with respect to Project 2025 know their legal rights and remedies and are able to access legal representation, should that be necessary.”
The reports to the Vaccine Adverse Event Reporting System met the case definition of myocarditis (reported cases). Among individuals older than 40 years of age, there were no more than 8 reports of myocarditis for any individual age after receiving either vaccine. For the BNT162b2 vaccine, there were 114 246 837 first vaccination doses and 95 532 396 second vaccination doses; and for the mRNA-1273 vaccine, there were 78 158 611 and 66 163 001, respectively. The y-axis range differs between panels A and B.
The reports to the Vaccine Adverse Event Reporting System met the case definition of myocarditis (reported cases). Among recipients of either vaccine, there were only 13 reports or less of myocarditis beyond 10 days for any individual time from vaccination to symptom onset. The y-axis range differs between panels A and B.
A, For the BNT162b2 vaccine, there were 138 reported cases of myocarditis with known date for symptom onset and dose after 114 246 837 first vaccination doses and 888 reported cases after 95 532 396 second vaccination doses.
B, For the mRNA-1273 vaccine, there were 116 reported cases of myocarditis with known date for symptom onset and dose after 78 158 611 first vaccination doses and 311 reported cases after 66 163 001 second vaccination doses.
eMethods. Medical Dictionary for Regulatory Activities Preferred Terms, Definitions of Myocarditis and Pericarditis, Myocarditis medical review form
eFigure. Flow diagram of cases of myocarditis and pericarditis reported to Vaccine Adverse Event Reporting System (VAERS) after receiving mRNA-based COVID-19 vaccine, United States, December 14, 2020-August 31, 2021.
eTable 1. Characteristics of all myocarditis cases reported to Vaccine Adverse Event Reporting System (VAERS) after mRNA-based COVID-19 vaccination, United States, December 14, 2020–August 31, 2021.
eTable 2. Characteristics of all pericarditis cases reported to Vaccine Adverse Event Reporting System (VAERS) after mRNA-based COVID-19 vaccination, United States, December 14, 2020–August 31, 2021.
eTable 3. Characteristics of myocarditis cases reported to Vaccine Adverse Event Reporting System after mRNA-based COVID-19 vaccination by case definition status.
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Oster ME , Shay DK , Su JR, et al. Myocarditis Cases Reported After mRNA-Based COVID-19 Vaccination in the US From December 2020 to August 2021. JAMA. 2022;327(4):331–340. doi:10.1001/jama.2021.24110
© 2024
Question What is the risk of myocarditis after mRNA-based COVID-19 vaccination in the US?
Findings In this descriptive study of 1626 cases of myocarditis in a national passive reporting system, the crude reporting rates within 7 days after vaccination exceeded the expected rates across multiple age and sex strata. The rates of myocarditis cases were highest after the second vaccination dose in adolescent males aged 12 to 15 years (70.7 per million doses of the BNT162b2 vaccine), in adolescent males aged 16 to 17 years (105.9 per million doses of the BNT162b2 vaccine), and in young men aged 18 to 24 years (52.4 and 56.3 per million doses of the BNT162b2 vaccine and the mRNA-1273 vaccine, respectively).
Meaning Based on passive surveillance reporting in the US, the risk of myocarditis after receiving mRNA-based COVID-19 vaccines was increased across multiple age and sex strata and was highest after the second vaccination dose in adolescent males and young men.
Importance Vaccination against COVID-19 provides clear public health benefits, but vaccination also carries potential risks. The risks and outcomes of myocarditis after COVID-19 vaccination are unclear.
Objective To describe reports of myocarditis and the reporting rates after mRNA-based COVID-19 vaccination in the US.
Design, Setting, and Participants Descriptive study of reports of myocarditis to the Vaccine Adverse Event Reporting System (VAERS) that occurred after mRNA-based COVID-19 vaccine administration between December 2020 and August 2021 in 192 405 448 individuals older than 12 years of age in the US; data were processed by VAERS as of September 30, 2021.
Exposures Vaccination with BNT162b2 (Pfizer-BioNTech) or mRNA-1273 (Moderna).
Main Outcomes and Measures Reports of myocarditis to VAERS were adjudicated and summarized for all age groups. Crude reporting rates were calculated across age and sex strata. Expected rates of myocarditis by age and sex were calculated using 2017-2019 claims data. For persons younger than 30 years of age, medical record reviews and clinician interviews were conducted to describe clinical presentation, diagnostic test results, treatment, and early outcomes.
Results Among 192 405 448 persons receiving a total of 354 100 845 mRNA-based COVID-19 vaccines during the study period, there were 1991 reports of myocarditis to VAERS and 1626 of these reports met the case definition of myocarditis. Of those with myocarditis, the median age was 21 years (IQR, 16-31 years) and the median time to symptom onset was 2 days (IQR, 1-3 days). Males comprised 82% of the myocarditis cases for whom sex was reported. The crude reporting rates for cases of myocarditis within 7 days after COVID-19 vaccination exceeded the expected rates of myocarditis across multiple age and sex strata. The rates of myocarditis were highest after the second vaccination dose in adolescent males aged 12 to 15 years (70.7 per million doses of the BNT162b2 vaccine), in adolescent males aged 16 to 17 years (105.9 per million doses of the BNT162b2 vaccine), and in young men aged 18 to 24 years (52.4 and 56.3 per million doses of the BNT162b2 vaccine and the mRNA-1273 vaccine, respectively). There were 826 cases of myocarditis among those younger than 30 years of age who had detailed clinical information available; of these cases, 792 of 809 (98%) had elevated troponin levels, 569 of 794 (72%) had abnormal electrocardiogram results, and 223 of 312 (72%) had abnormal cardiac magnetic resonance imaging results. Approximately 96% of persons (784/813) were hospitalized and 87% (577/661) of these had resolution of presenting symptoms by hospital discharge. The most common treatment was nonsteroidal anti-inflammatory drugs (589/676; 87%).
Conclusions and Relevance Based on passive surveillance reporting in the US, the risk of myocarditis after receiving mRNA-based COVID-19 vaccines was increased across multiple age and sex strata and was highest after the second vaccination dose in adolescent males and young men. This risk should be considered in the context of the benefits of COVID-19 vaccination.
Myocarditis is an inflammatory condition of the heart muscle that has a bimodal peak incidence during infancy and adolescence or young adulthood. 1 - 4 The clinical presentation and course of myocarditis is variable, with some patients not requiring treatment and others experiencing severe heart failure that requires subsequent heart transplantation or leads to death. 5 Onset of myocarditis typically follows an inciting process, often a viral illness; however, no antecedent cause is identified in many cases. 6 It has been hypothesized that vaccination can serve as a trigger for myocarditis; however, only the smallpox vaccine has previously been causally associated with myocarditis based on reports among US military personnel, with cases typically occurring 7 to 12 days after vaccination. 7
With the implementation of a large-scale, national COVID-19 vaccination program starting in December 2020, the US Centers for Disease Control and Prevention (CDC) and the US Food and Drug Administration began monitoring for a number of adverse events of special interest, including myocarditis and pericarditis, in the Vaccine Adverse Event Reporting System (VAERS), a long-standing national spontaneous reporting (passive surveillance) system. 8 As the reports of myocarditis after COVID-19 vaccination were reported to VAERS, the Clinical Immunization Safety Assessment Project, 9 a collaboration between the CDC and medical research centers, which includes physicians treating infectious diseases and other specialists (eg, cardiologists), consulted on several of the cases. In addition, reports from several countries raised concerns that mRNA-based COVID-19 vaccines may be associated with acute myocarditis. 10 - 15
Given this concern, the aims were to describe reports and confirmed cases of myocarditis initially reported to VAERS after mRNA-based COVID-19 vaccination and to provide estimates of the risk of myocarditis after mRNA-based COVID-19 vaccination based on age, sex, and vaccine type.
VAERS is a US spontaneous reporting (passive surveillance) system that functions as an early warning system for potential vaccine adverse events. 8 Co-administered by the CDC and the US Food and Drug Administration, VAERS accepts reports of all adverse events after vaccination from patients, parents, clinicians, vaccine manufacturers, and others regardless of whether the events could plausibly be associated with receipt of the vaccine. Reports to VAERS include information about the vaccinated person, the vaccine or vaccines administered, and the adverse events experienced by the vaccinated person. The reports to VAERS are then reviewed by third-party professional coders who have been trained in the assignment of Medical Dictionary for Regulatory Activities preferred terms. 16 The coders then assign appropriate terms based on the information available in the reports.
This activity was reviewed by the CDC and was conducted to be consistent with applicable federal law and CDC policy. The activities herein were confirmed to be nonresearch under the Common Rule in accordance with institutional procedures and therefore were not subject to institutional review board requirements. Informed consent was not obtained for this secondary use of existing information; see 45 CFR part 46.102(l)(2), 21 CFR part 56, 42 USC §241(d), 5 USC §552a, and 44 USC §3501 et seq.
The exposure of concern was vaccination with one of the mRNA-based COVID-19 vaccines: the BNT162b2 vaccine (Pfizer-BioNTech) or the mRNA-1273 vaccine (Moderna). During the analytic period, persons aged 12 years or older were eligible for the BNT162b2 vaccine and persons aged 18 years or older were eligible for the mRNA-1273 vaccine. The number of COVID-19 vaccine doses administered during the analytic period was obtained through the CDC’s COVID-19 Data Tracker. 17
The primary outcome was the occurrence of myocarditis and the secondary outcome was pericarditis. Reports to VAERS with these outcomes were initially characterized using the Medical Dictionary for Regulatory Activities preferred terms of myocarditis or pericarditis (specific terms are listed in the eMethods in the Supplement ). After initial review of reports of myocarditis to VAERS and review of the patient’s medical records (when available), the reports were further reviewed by CDC physicians and public health professionals to verify that they met the CDC’s case definition for probable or confirmed myocarditis (descriptions previously published and included in the eMethods in the Supplement ). 18 The CDC’s case definition of probable myocarditis requires the presence of new concerning symptoms, abnormal cardiac test results, and no other identifiable cause of the symptoms and findings. Confirmed cases of myocarditis further require histopathological confirmation of myocarditis or cardiac magnetic resonance imaging (MRI) findings consistent with myocarditis.
Deaths were included only if the individual had met the case definition for confirmed myocarditis and there was no other identifiable cause of death. Individual cases not involving death were included only if the person had met the case definition for probable myocarditis or confirmed myocarditis.
We characterized reports of myocarditis or pericarditis after COVID-19 vaccination that met the CDC’s case definition and were received by VAERS between December 14, 2020 (when COVID-19 vaccines were first publicly available in the US), and August 31, 2021, by age, sex, race, ethnicity, and vaccine type; data were processed by VAERS as of September 30, 2021. Race and ethnicity were optional fixed categories available by self-identification at the time of vaccination or by the individual filing a VAERS report. Race and ethnicity were included to provide the most complete baseline description possible for individual reports; however, further analyses were not stratified by race and ethnicity due to the high percentage of missing data. Reports of pericarditis with evidence of potential myocardial involvement were included in the review of reports of myocarditis. The eFigure in the Supplement outlines the categorization of the reports of myocarditis and pericarditis reviewed.
Further analyses were conducted only for myocarditis because of the preponderance of those reports to VAERS, in Clinical Immunization Safety Assessment Project consultations, and in published articles. 10 - 12 , 19 - 21 Crude reporting rates for myocarditis during a 7-day risk interval were calculated using the number of reports of myocarditis to VAERS per million doses of COVID-19 vaccine administered during the analytic period and stratified by age, sex, vaccination dose (first, second, or unknown), and vaccine type. Expected rates of myocarditis by age and sex were calculated using 2017-2019 data from the IBM MarketScan Commercial Research Database. This database contains individual-level, deidentified, inpatient and outpatient medical and prescription drug claims, and enrollment information submitted to IBM Watson Health by large employers and health plans. The data were accessed using version 4.0 of the IBM MarketScan Treatment Pathways analytic platform. Age- and sex-specific rates were calculated by determining the number of individuals with myocarditis ( International Statistical Classification of Diseases and Related Health Problems, Tenth Revision [ICD-10] codes B33.20, B33.22, B33.24, I40.0, I40.1, I40.8, I40.9, or I51.4) 22 identified during an inpatient encounter in 2017-2019 relative to the number of individuals of similar age and sex who were continually enrolled during the year in which the myocarditis-related hospitalization occurred; individuals with any diagnosis of myocarditis prior to that year were excluded. Given the limitations of the IBM MarketScan Commercial Research Database to capture enrollees aged 65 years or older, an expected rate for myocarditis was not calculated for this population. A 95% CI was calculated using Poisson distribution in SAS version 9.4 (SAS Institute Inc) for each expected rate of myocarditis and for each observed rate in a strata with at least 1 case.
In cases of probable or confirmed myocarditis among those younger than 30 years of age, their clinical course was then summarized to the extent possible based on medical review and clinician interviews. This clinical course included presenting symptoms, diagnostic test results, treatment, and early outcomes (abstraction form appears in the eMethods in the Supplement ). 23
When applicable, missing data were delineated in the results or the numbers with complete data were listed. No assumptions or imputations were made regarding missing data. Any percentages that were calculated included only those cases of myocarditis with adequate data to calculate the percentages.
Between December 14, 2020, and August 31, 2021, 192 405 448 individuals older than 12 years of age received a total of 354 100 845 mRNA-based COVID-19 vaccines. VAERS received 1991 reports of myocarditis (391 of which also included pericarditis) after receipt of at least 1 dose of mRNA-based COVID-19 vaccine (eTable 1 in the Supplement ) and 684 reports of pericarditis without the presence of myocarditis (eTable 2 in the Supplement ).
Of the 1991 reports of myocarditis, 1626 met the CDC’s case definition for probable or confirmed myocarditis ( Table 1 ). There were 208 reports that did not meet the CDC’s case definition for myocarditis and 157 reports that required more information to perform adjudication (eTable 3 in the Supplement ). Of the 1626 reports that met the CDC’s case definition for myocarditis, 1195 (73%) were younger than 30 years of age, 543 (33%) were younger than 18 years of age, and the median age was 21 years (IQR, 16-31 years) ( Figure 1 ). Of the reports of myocarditis with dose information, 82% (1265/1538) occurred after the second vaccination dose. Of those with a reported dose and time to symptom onset, the median time from vaccination to symptom onset was 3 days (IQR, 1-8 days) after the first vaccination dose and 74% (187/254) of myocarditis events occurred within 7 days. After the second vaccination dose, the median time to symptom onset was 2 days (IQR, 1-3 days) and 90% (1081/1199) of myocarditis events occurred within 7 days ( Figure 2 ).
Males comprised 82% (1334/1625) of the cases of myocarditis for whom sex was reported. The largest proportions of cases of myocarditis were among White persons (non-Hispanic or ethnicity not reported; 69% [914/1330]) and Hispanic persons (of all races; 17% [228/1330]). Among persons younger than 30 years of age, there were no confirmed cases of myocarditis in those who died after mRNA-based COVID-19 vaccination without another identifiable cause and there was 1 probable case of myocarditis but there was insufficient information available for a thorough investigation. At the time of data review, there were 2 reports of death in persons younger than 30 years of age with potential myocarditis that remain under investigation and are not included in the case counts.
Symptom onset of myocarditis was within 7 days after vaccination for 947 reports of individuals who received the BNT162b2 vaccine and for 382 reports of individuals who received the mRNA-1273 vaccine. The rates of myocarditis varied by vaccine type, sex, age, and first or second vaccination dose ( Table 2 ). The reporting rates of myocarditis were highest after the second vaccination dose in adolescent males aged 12 to 15 years (70.73 [95% CI, 61.68-81.11] per million doses of the BNT162b2 vaccine), in adolescent males aged 16 to 17 years (105.86 [95% CI, 91.65-122.27] per million doses of the BNT162b2 vaccine), and in young men aged 18 to 24 years (52.43 [95% CI, 45.56-60.33] per million doses of the BNT162b2 vaccine and 56.31 [95% CI, 47.08-67.34] per million doses of the mRNA-1273 vaccine). The lower estimate of the 95% CI for reporting rates of myocarditis in adolescent males and young men exceeded the upper bound of the expected rates after the first vaccination dose with the BNT162b2 vaccine in those aged 12 to 24 years, after the second vaccination dose with the BNT162b2 vaccine in those aged 12 to 49 years, after the first vaccination dose with the mRNA-1273 vaccine in those aged 18 to 39 years, and after the second vaccination dose with the mRNA-1273 vaccine in those aged 18 to 49 years.
The reporting rates of myocarditis in females were lower than those in males across all age strata younger than 50 years of age. The reporting rates of myocarditis were highest after the second vaccination dose in adolescent females aged 12 to 15 years (6.35 [95% CI, 4.05-9.96] per million doses of the BNT162b2 vaccine), in adolescent females aged 16 to 17 years (10.98 [95% CI, 7.16-16.84] per million doses of the BNT162b2 vaccine), in young women aged 18 to 24 years (6.87 [95% CI, 4.27-11.05] per million doses of the mRNA-1273 vaccine), and in women aged 25 to 29 years (8.22 [95% CI, 5.03-13.41] per million doses of the mRNA-1273 vaccine). The lower estimate of the 95% CI for reporting rates of myocarditis in females exceeded the upper bound of the expected rates after the second vaccination dose with the BNT162b2 vaccine in those aged 12 to 29 years and after the second vaccination dose with the mRNA-1273 vaccine in those aged 18 to 29 years.
Among the 1372 reports of myocarditis in persons younger than 30 years of age, 1305 were able to be adjudicated, with 92% (1195/1305) meeting the CDC’s case definition. Of these, chart abstractions or medical interviews were completed for 69% (826/1195) ( Table 3 ). The symptoms commonly reported in the verified cases of myocarditis in persons younger than 30 years of age included chest pain, pressure, or discomfort (727/817; 89%) and dyspnea or shortness of breath (242/817; 30%). Troponin levels were elevated in 98% (792/809) of the cases of myocarditis. The electrocardiogram result was abnormal in 72% (569/794) of cases of myocarditis. Of the patients who had received a cardiac MRI, 72% (223/312) had abnormal findings consistent with myocarditis. The echocardiogram results were available for 721 cases of myocarditis; of these, 84 (12%) demonstrated a notable decreased left ventricular ejection fraction (<50%). Among the 676 cases for whom treatment data were available, 589 (87%) received nonsteroidal anti-inflammatory drugs. Intravenous immunoglobulin and glucocorticoids were each used in 12% of the cases of myocarditis (78/676 and 81/676, respectively). Intensive therapies such as vasoactive medications (12 cases of myocarditis) and intubation or mechanical ventilation (2 cases) were rare. There were no verified cases of myocarditis requiring a heart transplant, extracorporeal membrane oxygenation, or a ventricular assist device. Of the 96% (784/813) of cases of myocarditis who were hospitalized, 98% (747/762) were discharged from the hospital at time of review. In 87% (577/661) of discharged cases of myocarditis, there was resolution of the presenting symptoms by hospital discharge.
In this review of reports to VAERS between December 2020 and August 2021, myocarditis was identified as a rare but serious adverse event that can occur after mRNA-based COVID-19 vaccination, particularly in adolescent males and young men. However, this increased risk must be weighed against the benefits of COVID-19 vaccination. 18
Compared with cases of non–vaccine-associated myocarditis, the reports of myocarditis to VAERS after mRNA-based COVID-19 vaccination were similar in demographic characteristics but different in their acute clinical course. First, the greater frequency noted among vaccine recipients aged 12 to 29 years vs those aged 30 years or older was similar to the age distribution seen in typical cases of myocarditis. 2 , 4 This pattern may explain why cases of myocarditis were not discovered until months after initial Emergency Use Authorization of the vaccines in the US (ie, until the vaccines were widely available to younger persons). Second, the sex distribution in cases of myocarditis after COVID-19 vaccination was similar to that seen in typical cases of myocarditis; there is a strong male predominance for both conditions. 2 , 4
However, the onset of myocarditis symptoms after exposure to a potential immunological trigger was shorter for COVID-19 vaccine–associated cases of myocarditis than is typical for myocarditis cases diagnosed after a viral illness. 24 - 26 Cases of myocarditis reported after COVID-19 vaccination were typically diagnosed within days of vaccination, whereas cases of typical viral myocarditis can often have indolent courses with symptoms sometimes present for weeks to months after a trigger if the cause is ever identified. 1 The major presenting symptoms appeared to resolve faster in cases of myocarditis after COVID-19 vaccination than in typical viral cases of myocarditis. Even though almost all individuals with cases of myocarditis were hospitalized and clinically monitored, they typically experienced symptomatic recovery after receiving only pain management. In contrast, typical viral cases of myocarditis can have a more variable clinical course. For example, up to 6% of typical viral myocarditis cases in adolescents require a heart transplant or result in mortality. 27
In the current study, the initial evaluation and treatment of COVID-19 vaccine–associated myocarditis cases was similar to that of typical myocarditis cases. 28 - 31 Initial evaluation usually included measurement of troponin level, electrocardiography, and echocardiography. 1 Cardiac MRI was often used for diagnostic purposes and also for possible prognostic purposes. 32 , 33 Supportive care was a mainstay of treatment, with specific cardiac or intensive care therapies as indicated by the patient’s clinical status.
Long-term outcome data are not yet available for COVID-19 vaccine–associated myocarditis cases. The CDC has started active follow-up surveillance in adolescents and young adults to assess the health and functional status and cardiac outcomes at 3 to 6 months in probable and confirmed cases of myocarditis reported to VAERS after COVID-19 vaccination. 34 For patients with myocarditis, the American Heart Association and the American College of Cardiology guidelines advise that patients should be instructed to refrain from competitive sports for 3 to 6 months, and that documentation of a normal electrocardiogram result, ambulatory rhythm monitoring, and an exercise test should be obtained prior to resumption of sports. 35 The use of cardiac MRI is unclear, but it may be useful in evaluating the progression or resolution of myocarditis in those with abnormalities on the baseline cardiac MRI. 36 Further doses of mRNA-based COVID-19 vaccines should be deferred, but may be considered in select circumstances. 37
This study has several limitations. First, although clinicians are required to report serious adverse events after COVID-19 vaccination, including all events leading to hospitalization, VAERS is a passive reporting system. As such, the reports of myocarditis to VAERS may be incomplete, and the quality of the information reported is variable. Missing data for sex, vaccination dose number, and race and ethnicity were not uncommon in the reports received; history of prior SARS-CoV-2 infection also was not known. Furthermore, as a passive system, VAERS data are subject to reporting biases in that both underreporting and overreporting are possible. 38 Given the high verification rate of reports of myocarditis to VAERS after mRNA-based COVID-19 vaccination, underreporting is more likely. Therefore, the actual rates of myocarditis per million doses of vaccine are likely higher than estimated.
Second, efforts by CDC investigators to obtain medical records or interview physicians were not always successful despite the special allowance for sharing information with the CDC under the Health Insurance Portability and Accountability Act of 1996. 39 This challenge limited the ability to perform case adjudication and complete investigations for some reports of myocarditis, although efforts are still ongoing when feasible.
Third, the data from vaccination administration were limited to what is reported to the CDC and thus may be incomplete, particularly with regard to demographics.
Fourth, calculation of expected rates from the IBM MarketScan Commercial Research Database relied on administrative data via the use of ICD-10 codes and there was no opportunity for clinical review. Furthermore, these data had limited information regarding the Medicare population; thus expected rates for those older than 65 years of age were not calculated. However, it is expected that the rates in those older than 65 years of age would not be higher than the rates in those aged 50 to 64 years. 4
Based on passive surveillance reporting in the US, the risk of myocarditis after receiving mRNA-based COVID-19 vaccines was increased across multiple age and sex strata and was highest after the second vaccination dose in adolescent males and young men. This risk should be considered in the context of the benefits of COVID-19 vaccination.
Corresponding Author: Matthew E. Oster, MD, MPH, US Centers for Disease Control and Prevention, 1600 Clifton Rd, Atlanta, GA 30333 ( [email protected] ).
Correction: This article was corrected March 21, 2022, to change “pericarditis” to “myocarditis” in the first row, first column of eTable 1 in the Supplement.
Accepted for Publication: December 16, 2021.
Author Contributions: Drs Oster and Su had full access to all of the data in the study and take responsibility for the integrity of the data and the accuracy of the data analysis.
Concept and design: Oster, Shay, Su, Creech, Edwards, Dendy, Schlaudecker, Woo, Shimabukuro.
Acquisition, analysis, or interpretation of data: Oster, Shay, Su, Gee, Creech, Broder, Edwards, Soslow, Schlaudecker, Lang, Barnett, Ruberg, Smith, Campbell, Lopes, Sperling, Baumblatt, Thompson, Marquez, Strid, Woo, Pugsley, Reagan-Steiner, DeStefano, Shimabukuro.
Drafting of the manuscript: Oster, Shay, Su, Gee, Creech, Marquez, Strid, Woo, Shimabukuro.
Critical revision of the manuscript for important intellectual content: Oster, Shay, Su, Creech, Broder, Edwards, Soslow, Dendy, Schlaudecker, Lang, Barnett, Ruberg, Smith, Campbell, Lopes, Sperling, Baumblatt, Thompson, Pugsley, Reagan-Steiner, DeStefano, Shimabukuro.
Statistical analysis: Oster, Su, Marquez, Strid, Woo, Shimabukuro.
Obtained funding: Edwards, DeStefano.
Administrative, technical, or material support: Oster, Gee, Creech, Broder, Edwards, Soslow, Schlaudecker, Smith, Baumblatt, Thompson, Reagan-Steiner, DeStefano.
Supervision: Su, Edwards, Soslow, Dendy, Schlaudecker, Campbell, Sperling, DeStefano, Shimabukuro.
Conflict of Interest Disclosures: Dr Creech reported receiving grants from the National Institutes of Health for the Moderna and Janssen clinical trials and receiving personal fees from Astellas and Horizon. Dr Edwards reported receiving grants from the National Institutes of Health; receiving personal fees from BioNet, IBM, X-4 Pharma, Seqirus, Roche, Pfizer, Merck, Moderna, and Sanofi; and receiving compensation for being the associate editor of Clinical Infectious Diseases . Dr Soslow reported receiving personal fees from Esperare. Dr Schlaudecker reported receiving grants from Pfizer and receiving personal fees from Sanofi Pasteur. Drs Barnett, Ruberg, and Smith reported receiving grants from Pfizer. Dr Lopes reported receiving personal fees from Bayer, Boehringer Ingleheim, Bristol Myers Squibb, Daiichi Sankyo, GlaxoSmithKline, Medtronic, Merck, Pfizer, Portola, and Sanofi and receiving grants from Bristol Myers Squibb, GlaxoSmithKline, Medtronic, Pfizer, and Sanofi. No other disclosures were reported.
Funding/Support: This work was supported by contracts 200-2012-53709 (Boston Medical Center), 200-2012-53661 (Cincinnati Children’s Hospital Medical Center), 200-2012-53663 (Duke University), and 200-2012-50430 (Vanderbilt University Medical Center) with the US Centers for Disease Control and Prevention (CDC) Clinical Immunization Safety Assessment Project.
Role of the Funder/Sponsor: The CDC provided funding via the Clinical Immunization Safety Assessment Project to Drs Creech, Edwards, Soslow, Dendy, Schlaudecker, Lang, Barnett, Ruberg, Smith, Campbell, and Lopes. The authors affiliated with the CDC along with the other coauthors conducted the investigations; performed collection, management, analysis, and interpretation of the data; were involved in the preparation, review, and approval of the manuscript; and made the decision to submit the manuscript for publication.
Disclaimer: The findings and conclusions in this article are those of the authors and do not necessarily represent the official position of the CDC or the US Food and Drug Administration. Mention of a product or company name is for identification purposes only and does not constitute endorsement by the CDC or the US Food and Drug Administration.
Additional Contributions: We thank the following CDC staff who contributed to this article without compensation outside their normal salaries (in alphabetical order and contribution specified in parenthesis at end of each list of names): Nickolas Agathis, MD, MPH, Stephen R. Benoit, MD, MPH, Beau B. Bruce, MD, PhD, Abigail L. Carlson, MD, MPH, Meredith G. Dixon, MD, Jonathan Duffy, MD, MPH, Charles Duke, MD, MPH, Charles Edge, MSN, MS, Robyn Neblett Fanfair, MD, MPH, Nathan W. Furukawa, MD, MPH, Gavin Grant, MD, MPH, Grace Marx, MD, MPH, Maureen J. Miller, MD, MPH, Pedro Moro, MD, MPH, Meredith Oakley, DVM, MPH, Kia Padgett, MPH, BSN, RN, Janice Perez-Padilla, MPH, BSN, RN, Robert Perry, MD, MPH, Nimia Reyes, MD, MPH, Ernest E. Smith, MD, MPH&TM, David Sniadack, MD, MPH, Pamela Tucker, MD, Edward C. Weiss, MD, MPH, Erin Whitehouse, PhD, MPH, RN, Pascale M. Wortley, MD, MPH, and Rachael Zacks, MD (for clinical investigations and interviews); Amelia Jazwa, MSPH, Tara Johnson, MPH, MS, and Jamila Shields, MPH (for project coordination); Charles Licata, PhD, and Bicheng Zhang, MS (for data acquisition and organization); Charles E. Rose, PhD (for statistical consultation); and Scott D. Grosse, PhD (for calculation of expected rates of myocarditis). We also thank the clinical staff who cared for these patients and reported the adverse events to the Vaccine Adverse Event Reporting System.
Medical terms in lay language.
Please use these descriptions in place of medical jargon in consent documents, recruitment materials and other study documents. Note: These terms are not the only acceptable plain language alternatives for these vocabulary words.
This glossary of terms is derived from a list copyrighted by the University of Kentucky, Office of Research Integrity (1990).
For clinical research-specific definitions, see also the Clinical Research Glossary developed by the Multi-Regional Clinical Trials (MRCT) Center of Brigham and Women’s Hospital and Harvard and the Clinical Data Interchange Standards Consortium (CDISC) .
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
ABDOMEN/ABDOMINAL body cavity below diaphragm that contains stomach, intestines, liver and other organs ABSORB take up fluids, take in ACIDOSIS condition when blood contains more acid than normal ACUITY clearness, keenness, esp. of vision and airways ACUTE new, recent, sudden, urgent ADENOPATHY swollen lymph nodes (glands) ADJUVANT helpful, assisting, aiding, supportive ADJUVANT TREATMENT added treatment (usually to a standard treatment) ANTIBIOTIC drug that kills bacteria and other germs ANTIMICROBIAL drug that kills bacteria and other germs ANTIRETROVIRAL drug that works against the growth of certain viruses ADVERSE EFFECT side effect, bad reaction, unwanted response ALLERGIC REACTION rash, hives, swelling, trouble breathing AMBULATE/AMBULATION/AMBULATORY walk, able to walk ANAPHYLAXIS serious, potentially life-threatening allergic reaction ANEMIA decreased red blood cells; low red cell blood count ANESTHETIC a drug or agent used to decrease the feeling of pain, or eliminate the feeling of pain by putting you to sleep ANGINA pain resulting from not enough blood flowing to the heart ANGINA PECTORIS pain resulting from not enough blood flowing to the heart ANOREXIA disorder in which person will not eat; lack of appetite ANTECUBITAL related to the inner side of the forearm ANTIBODY protein made in the body in response to foreign substance ANTICONVULSANT drug used to prevent seizures ANTILIPEMIC a drug that lowers fat levels in the blood ANTITUSSIVE a drug used to relieve coughing ARRHYTHMIA abnormal heartbeat; any change from the normal heartbeat ASPIRATION fluid entering the lungs, such as after vomiting ASSAY lab test ASSESS to learn about, measure, evaluate, look at ASTHMA lung disease associated with tightening of air passages, making breathing difficult ASYMPTOMATIC without symptoms AXILLA armpit
BENIGN not malignant, without serious consequences BID twice a day BINDING/BOUND carried by, to make stick together, transported BIOAVAILABILITY the extent to which a drug or other substance becomes available to the body BLOOD PROFILE series of blood tests BOLUS a large amount given all at once BONE MASS the amount of calcium and other minerals in a given amount of bone BRADYARRHYTHMIAS slow, irregular heartbeats BRADYCARDIA slow heartbeat BRONCHOSPASM breathing distress caused by narrowing of the airways
CARCINOGENIC cancer-causing CARCINOMA type of cancer CARDIAC related to the heart CARDIOVERSION return to normal heartbeat by electric shock CATHETER a tube for withdrawing or giving fluids CATHETER a tube placed near the spinal cord and used for anesthesia (indwelling epidural) during surgery CENTRAL NERVOUS SYSTEM (CNS) brain and spinal cord CEREBRAL TRAUMA damage to the brain CESSATION stopping CHD coronary heart disease CHEMOTHERAPY treatment of disease, usually cancer, by chemical agents CHRONIC continuing for a long time, ongoing CLINICAL pertaining to medical care CLINICAL TRIAL an experiment involving human subjects COMA unconscious state COMPLETE RESPONSE total disappearance of disease CONGENITAL present before birth CONJUNCTIVITIS redness and irritation of the thin membrane that covers the eye CONSOLIDATION PHASE treatment phase intended to make a remission permanent (follows induction phase) CONTROLLED TRIAL research study in which the experimental treatment or procedure is compared to a standard (control) treatment or procedure COOPERATIVE GROUP association of multiple institutions to perform clinical trials CORONARY related to the blood vessels that supply the heart, or to the heart itself CT SCAN (CAT) computerized series of x-rays (computerized tomography) CULTURE test for infection, or for organisms that could cause infection CUMULATIVE added together from the beginning CUTANEOUS relating to the skin CVA stroke (cerebrovascular accident)
DERMATOLOGIC pertaining to the skin DIASTOLIC lower number in a blood pressure reading DISTAL toward the end, away from the center of the body DIURETIC "water pill" or drug that causes increase in urination DOPPLER device using sound waves to diagnose or test DOUBLE BLIND study in which neither investigators nor subjects know what drug or treatment the subject is receiving DYSFUNCTION state of improper function DYSPLASIA abnormal cells
ECHOCARDIOGRAM sound wave test of the heart EDEMA excess fluid collecting in tissue EEG electric brain wave tracing (electroencephalogram) EFFICACY effectiveness ELECTROCARDIOGRAM electrical tracing of the heartbeat (ECG or EKG) ELECTROLYTE IMBALANCE an imbalance of minerals in the blood EMESIS vomiting EMPIRIC based on experience ENDOSCOPIC EXAMINATION viewing an internal part of the body with a lighted tube ENTERAL by way of the intestines EPIDURAL outside the spinal cord ERADICATE get rid of (such as disease) Page 2 of 7 EVALUATED, ASSESSED examined for a medical condition EXPEDITED REVIEW rapid review of a protocol by the IRB Chair without full committee approval, permitted with certain low-risk research studies EXTERNAL outside the body EXTRAVASATE to leak outside of a planned area, such as out of a blood vessel
FDA U.S. Food and Drug Administration, the branch of federal government that approves new drugs FIBROUS having many fibers, such as scar tissue FIBRILLATION irregular beat of the heart or other muscle
GENERAL ANESTHESIA pain prevention by giving drugs to cause loss of consciousness, as during surgery GESTATIONAL pertaining to pregnancy
HEMATOCRIT amount of red blood cells in the blood HEMATOMA a bruise, a black and blue mark HEMODYNAMIC MEASURING blood flow HEMOLYSIS breakdown in red blood cells HEPARIN LOCK needle placed in the arm with blood thinner to keep the blood from clotting HEPATOMA cancer or tumor of the liver HERITABLE DISEASE can be transmitted to one’s offspring, resulting in damage to future children HISTOPATHOLOGIC pertaining to the disease status of body tissues or cells HOLTER MONITOR a portable machine for recording heart beats HYPERCALCEMIA high blood calcium level HYPERKALEMIA high blood potassium level HYPERNATREMIA high blood sodium level HYPERTENSION high blood pressure HYPOCALCEMIA low blood calcium level HYPOKALEMIA low blood potassium level HYPONATREMIA low blood sodium level HYPOTENSION low blood pressure HYPOXEMIA a decrease of oxygen in the blood HYPOXIA a decrease of oxygen reaching body tissues HYSTERECTOMY surgical removal of the uterus, ovaries (female sex glands), or both uterus and ovaries
IATROGENIC caused by a physician or by treatment IDE investigational device exemption, the license to test an unapproved new medical device IDIOPATHIC of unknown cause IMMUNITY defense against, protection from IMMUNOGLOBIN a protein that makes antibodies IMMUNOSUPPRESSIVE drug which works against the body's immune (protective) response, often used in transplantation and diseases caused by immune system malfunction IMMUNOTHERAPY giving of drugs to help the body's immune (protective) system; usually used to destroy cancer cells IMPAIRED FUNCTION abnormal function IMPLANTED placed in the body IND investigational new drug, the license to test an unapproved new drug INDUCTION PHASE beginning phase or stage of a treatment INDURATION hardening INDWELLING remaining in a given location, such as a catheter INFARCT death of tissue due to lack of blood supply INFECTIOUS DISEASE transmitted from one person to the next INFLAMMATION swelling that is generally painful, red, and warm INFUSION slow injection of a substance into the body, usually into the blood by means of a catheter INGESTION eating; taking by mouth INTERFERON drug which acts against viruses; antiviral agent INTERMITTENT occurring (regularly or irregularly) between two time points; repeatedly stopping, then starting again INTERNAL within the body INTERIOR inside of the body INTRAMUSCULAR into the muscle; within the muscle INTRAPERITONEAL into the abdominal cavity INTRATHECAL into the spinal fluid INTRAVENOUS (IV) through the vein INTRAVESICAL in the bladder INTUBATE the placement of a tube into the airway INVASIVE PROCEDURE puncturing, opening, or cutting the skin INVESTIGATIONAL NEW DRUG (IND) a new drug that has not been approved by the FDA INVESTIGATIONAL METHOD a treatment method which has not been proven to be beneficial or has not been accepted as standard care ISCHEMIA decreased oxygen in a tissue (usually because of decreased blood flow)
LAPAROTOMY surgical procedure in which an incision is made in the abdominal wall to enable a doctor to look at the organs inside LESION wound or injury; a diseased patch of skin LETHARGY sleepiness, tiredness LEUKOPENIA low white blood cell count LIPID fat LIPID CONTENT fat content in the blood LIPID PROFILE (PANEL) fat and cholesterol levels in the blood LOCAL ANESTHESIA creation of insensitivity to pain in a small, local area of the body, usually by injection of numbing drugs LOCALIZED restricted to one area, limited to one area LUMEN the cavity of an organ or tube (e.g., blood vessel) LYMPHANGIOGRAPHY an x-ray of the lymph nodes or tissues after injecting dye into lymph vessels (e.g., in feet) LYMPHOCYTE a type of white blood cell important in immunity (protection) against infection LYMPHOMA a cancer of the lymph nodes (or tissues)
MALAISE a vague feeling of bodily discomfort, feeling badly MALFUNCTION condition in which something is not functioning properly MALIGNANCY cancer or other progressively enlarging and spreading tumor, usually fatal if not successfully treated MEDULLABLASTOMA a type of brain tumor MEGALOBLASTOSIS change in red blood cells METABOLIZE process of breaking down substances in the cells to obtain energy METASTASIS spread of cancer cells from one part of the body to another METRONIDAZOLE drug used to treat infections caused by parasites (invading organisms that take up living in the body) or other causes of anaerobic infection (not requiring oxygen to survive) MI myocardial infarction, heart attack MINIMAL slight MINIMIZE reduce as much as possible Page 4 of 7 MONITOR check on; keep track of; watch carefully MOBILITY ease of movement MORBIDITY undesired result or complication MORTALITY death MOTILITY the ability to move MRI magnetic resonance imaging, diagnostic pictures of the inside of the body, created using magnetic rather than x-ray energy MUCOSA, MUCOUS MEMBRANE moist lining of digestive, respiratory, reproductive, and urinary tracts MYALGIA muscle aches MYOCARDIAL pertaining to the heart muscle MYOCARDIAL INFARCTION heart attack
NASOGASTRIC TUBE placed in the nose, reaching to the stomach NCI the National Cancer Institute NECROSIS death of tissue NEOPLASIA/NEOPLASM tumor, may be benign or malignant NEUROBLASTOMA a cancer of nerve tissue NEUROLOGICAL pertaining to the nervous system NEUTROPENIA decrease in the main part of the white blood cells NIH the National Institutes of Health NONINVASIVE not breaking, cutting, or entering the skin NOSOCOMIAL acquired in the hospital
OCCLUSION closing; blockage; obstruction ONCOLOGY the study of tumors or cancer OPHTHALMIC pertaining to the eye OPTIMAL best, most favorable or desirable ORAL ADMINISTRATION by mouth ORTHOPEDIC pertaining to the bones OSTEOPETROSIS rare bone disorder characterized by dense bone OSTEOPOROSIS softening of the bones OVARIES female sex glands
PARENTERAL given by injection PATENCY condition of being open PATHOGENESIS development of a disease or unhealthy condition PERCUTANEOUS through the skin PERIPHERAL not central PER OS (PO) by mouth PHARMACOKINETICS the study of the way the body absorbs, distributes, and gets rid of a drug PHASE I first phase of study of a new drug in humans to determine action, safety, and proper dosing PHASE II second phase of study of a new drug in humans, intended to gather information about safety and effectiveness of the drug for certain uses PHASE III large-scale studies to confirm and expand information on safety and effectiveness of new drug for certain uses, and to study common side effects PHASE IV studies done after the drug is approved by the FDA, especially to compare it to standard care or to try it for new uses PHLEBITIS irritation or inflammation of the vein PLACEBO an inactive substance; a pill/liquid that contains no medicine PLACEBO EFFECT improvement seen with giving subjects a placebo, though it contains no active drug/treatment PLATELETS small particles in the blood that help with clotting POTENTIAL possible POTENTIATE increase or multiply the effect of a drug or toxin (poison) by giving another drug or toxin at the same time (sometimes an unintentional result) POTENTIATOR an agent that helps another agent work better PRENATAL before birth PROPHYLAXIS a drug given to prevent disease or infection PER OS (PO) by mouth PRN as needed PROGNOSIS outlook, probable outcomes PRONE lying on the stomach PROSPECTIVE STUDY following patients forward in time PROSTHESIS artificial part, most often limbs, such as arms or legs PROTOCOL plan of study PROXIMAL closer to the center of the body, away from the end PULMONARY pertaining to the lungs
QD every day; daily QID four times a day
RADIATION THERAPY x-ray or cobalt treatment RANDOM by chance (like the flip of a coin) RANDOMIZATION chance selection RBC red blood cell RECOMBINANT formation of new combinations of genes RECONSTITUTION putting back together the original parts or elements RECUR happen again REFRACTORY not responding to treatment REGENERATION re-growth of a structure or of lost tissue REGIMEN pattern of giving treatment RELAPSE the return of a disease REMISSION disappearance of evidence of cancer or other disease RENAL pertaining to the kidneys REPLICABLE possible to duplicate RESECT remove or cut out surgically RETROSPECTIVE STUDY looking back over past experience
SARCOMA a type of cancer SEDATIVE a drug to calm or make less anxious SEMINOMA a type of testicular cancer (found in the male sex glands) SEQUENTIALLY in a row, in order SOMNOLENCE sleepiness SPIROMETER an instrument to measure the amount of air taken into and exhaled from the lungs STAGING an evaluation of the extent of the disease STANDARD OF CARE a treatment plan that the majority of the medical community would accept as appropriate STENOSIS narrowing of a duct, tube, or one of the blood vessels in the heart STOMATITIS mouth sores, inflammation of the mouth STRATIFY arrange in groups for analysis of results (e.g., stratify by age, sex, etc.) STUPOR stunned state in which it is difficult to get a response or the attention of the subject SUBCLAVIAN under the collarbone SUBCUTANEOUS under the skin SUPINE lying on the back SUPPORTIVE CARE general medical care aimed at symptoms, not intended to improve or cure underlying disease SYMPTOMATIC having symptoms SYNDROME a condition characterized by a set of symptoms SYSTOLIC top number in blood pressure; pressure during active contraction of the heart
TERATOGENIC capable of causing malformations in a fetus (developing baby still inside the mother’s body) TESTES/TESTICLES male sex glands THROMBOSIS clotting THROMBUS blood clot TID three times a day TITRATION a method for deciding on the strength of a drug or solution; gradually increasing the dose T-LYMPHOCYTES type of white blood cells TOPICAL on the surface TOPICAL ANESTHETIC applied to a certain area of the skin and reducing pain only in the area to which applied TOXICITY side effects or undesirable effects of a drug or treatment TRANSDERMAL through the skin TRANSIENTLY temporarily TRAUMA injury; wound TREADMILL walking machine used to test heart function
UPTAKE absorbing and taking in of a substance by living tissue
VALVULOPLASTY plastic repair of a valve, especially a heart valve VARICES enlarged veins VASOSPASM narrowing of the blood vessels VECTOR a carrier that can transmit disease-causing microorganisms (germs and viruses) VENIPUNCTURE needle stick, blood draw, entering the skin with a needle VERTICAL TRANSMISSION spread of disease
WBC white blood cell
As record numbers of workers quit their jobs, companies are busy trying to figure out how to make working conditions at their organization more attractive and more sustainable. Many companies boast flexible hours, good benefits, and, of course, higher pay. And some go further, looking closely at how roles in the organization can fulfill people’s psychological needs.
Business leaders recognize these emotional needs—whether it is the sense of reward workers have when they accomplish something, the frustration they feel when being micromanaged, the anger they experience after being treated unfairly, the longing they feel to be part of a group, or the desire they have for their work to be interesting and meaningful.
Yet many leaders mistakenly believe that only other professionals who have enjoyed similar success—and the financial rewards that come with it—truly value the nonfinancial aspects of their work. As we show in this article, that is simply not true.
People in lower-paying jobs also want their psychological needs at work to be satisfied. Yet data show that those needs are typically going unmet, far more often than is the case for higher earners.
Some of this may be unavoidable: for example, there is only so much autonomy one can feasibly grant a production line worker, while the job of a truck driver may be inherently lacking in social contact. However, most jobs could be enhanced to provide a much greater degree of psychological satisfaction.
In this article, we share novel data and analysis that illustrate the premium placed by all workers on psychologically satisfying work and how current work practices appear to be exacerbating existing inequalities. We also look at what business leaders can do to address the psychological needs of their lower-earning employees.
The good news is that, for the most part, companies have direct control over actions that can improve matters. Moreover, many of the practices that are needed—while requiring some time and effort—do not typically call for direct cash outlays. In fact, better satisfying workers’ psychological needs tends to correlate with higher revenues and profits.
For thousands of years, philosophers have argued about what constitutes a “good life”—a life with more progress, pleasure, or purpose. Now, modern sciences—neuroscience, endocrinology (hormones), psychology, anthropology, and evolutionary biology, among others—have caught up. All agree: there is much more to being a human than surviving and procreating. 1 Admittedly, the underlying motivators of human behavior—needs, desires, and preferences—may be evolutionary. In other words, they may be serving the goal of survival and procreation. Nevertheless, in modern societies, these needs, desires, and preferences include a large social and psychological component—for example, the need for belonging, friendship, and love. If these needs are not met, people’s reactions can be just as visceral as if their physical safety is threatened.
In a way, Maslow’s famous hierarchy of needs 2 Abraham Maslow, “A theory of human motivation,” Psychological Review , July 1943, Volume 50, Number 4. was both right and wrong at the same time. On the one hand, it recognized that people have many desires in addition to basic bodily needs such as water, food, and shelter. On the other hand, it assumed a fixed hierarchy where psychological needs—such as belonging and self-esteem—became relevant only after basic physical and safety needs were met. However, modern research has shown that these needs exist in parallel and that a person’s well-being can be enhanced—for example, by good social relationships— even if their basic physical and safety needs are not completely fulfilled. 3 Ed Diener and Louis Tay, “Needs and subjective well-being around the world,” Journal of Personality and Social Psychology , August 2011, Volume 101, Number 2.
It is no longer a surprise that people seek more from their employers than just a paycheck and a safe place to work. A preponderance of evidence suggests that “good work” also means satisfying employees’ psychological needs.
At all levels of income, the most important drivers of people’s job satisfaction were interpersonal relationships and having an interesting job.
One of the most prominent models of human motivation, extensively applied to organizational and employment research, is the self-determination theory by psychologists Richard Ryan and Edward Deci. 6 Delia O’Hara, “The intrinsic motivation of Richard Ryan and Edward Deci,” American Psychological Association, December 18, 2017. According to this theory, as well as a large body of empirical evidence, all employees have three basic psychological needs—competence, autonomy, and relatedness—and satisfying these needs promotes high-quality performance and broader well-being. 7 Edward L. Deci et al., “Self-determination theory in work organizations: The state of a science,” Annual Review of Organizational Psychology and Organizational Behavior , 2017, Volume 4. Additional studies, including McKinsey’s own research, have also found a link between positive outcomes (for both employer and employee) and employee engagement, 8 Jan-Emmanuel de Neve et al., “Employee well-being, productivity, and firm performance: Evidence and case studies,” in Global Happiness Policy Report , edited by Global Council for Happiness and Wellbeing, New York, NY: Sustainable Development Solutions Network, 2019. often embodied in questions about the degree to which employees consider their work to be interesting, and purposeful .
Drawing on this literature, as well as a large global data set generated by the International Social Survey Programme, 9 ISSP Research Group (2017), “International Social Survey Programme: Work Orientations IV - ISSP 2015.” we looked at how well employees’ psychological needs are satisfied in different types of occupations, ranging from managerial and professional jobs to lower-paid roles, such as those in customer service, cleaning, and waste disposal. Given the data available, we focused on five psychological needs: competence (related to the concept of mastery), autonomy (related to control and agency), relatedness (including positive relationships), meaning (proxied by how interesting individuals find their jobs), and purpose (proxied by how proud individuals are of their organizations).
The results are fascinating (Exhibit 2). First, the good news: on a net basis (deducting those who “disagree” or “strongly disagree” from those who “agree” or “strongly agree”) across all occupations, a greater proportion of workers feel that their psychological needs are satisfied. Even for those with the worst net score—plant and machine operators and assemblers who were asked about feelings of competence—around 48 percent said that they could use “almost all” or “a lot” of their past experience and skills, versus 23 percent who said that they could use “almost none” of their skills on the job. Similarly, while 23 percent of workers in elementary occupations (such as cleaners, couriers, and waiters) didn’t find their jobs to be interesting, more than half did.
In absolute terms, more global workers—whatever their role—feel more positive than negative about the degree to which their psychological needs are met.
The bad news, however, is that this is far less true for individuals employed in lower-paying, and often lower-skilled, jobs. The differences between, say, managers and people in elementary occupations are particularly large in terms of competence (the ability to use experience and skills) and meaning (how interesting the job is). In this sense, current work practices globally seem to be exacerbating inequalities rather than ameliorating them.
The data indicate that not all of this is inherent to, or directly determined by, the characteristics of each role. After all, some people in even the most manual, routine, repetitive, or poorly paid jobs still indicate that their work is meaningful, that they are proud of the organization they work for, and that their role enables them to express and satisfy their needs for competence, autonomy, and relatedness.
Indeed, the potential for any job to inspire is illustrated powerfully by the classic story of the three bricklayers working at St Paul’s Cathedral in London. Christopher Wren, one of the most highly acclaimed English architects in history, had been commissioned in the late 17th century to rebuild the cathedral. One day, he noticed three bricklayers on a scaffold, each of whom appeared to have very different levels of motivation and speed. He asked each of them the same question: “What are you doing?”
The first bricklayer, seemingly the least satisfied with his position, said, “I’m a bricklayer. I’m working hard laying bricks to feed my family.” The second bricklayer, slightly more engaged, replied, “I’m a builder. I’m building a wall.” The third bricklayer, who seemed to be working with the greatest amount of purpose, said, “I’m a cathedral builder. I’m building a great cathedral to The Almighty.” 10 Jim Baker, “The story of three bricklayers—a parable about the power of purpose,” Sacred Structures, April 9, 2019. In the modern workplace, great managers and leaders can elicit a sense of meaning by emphasizing, and reflecting with employees on, the ultimate contribution that their organization is making to society.
McKinsey research suggests that society is a key source of meaning for employees, along with company, customer, team, and individual. Together, they make up a collective, integrated whole that leaders can address. If average job satisfaction is weaker for lower-earning roles despite the many lower-paid individuals who do have their psychological needs met, organizations must be overlooking opportunities to do better. Luckily, they have many ways to refocus and improve their efforts.
Any organization claiming to be a good employer would want to address the imbalances highlighted above, as much as is operationally feasible. As we have written previously , positive and negative experiences at work—beyond pay and rations—have significant spillover consequences for people’s personal lives. 11 Diego Cortez et al., “Revisiting the link between job satisfaction and life satisfaction: The role of basic psychological needs,” Frontiers in Psychology , May 9, 2017, Volume 8, Article 680. For example, one study showed that a mother’s dissatisfaction with her job can contribute to her children’s behavioral problems. 12 Julian Barling and Karyl E. MacEwen, “Effects of maternal employment experiences on children’s behavior via mood, cognitive difficulties, and parenting behavior,” Journal of Marriage and Family , August 1991, Volume 53, Number 3.
However, in addition to the moral case for equalizing the scales on psychological well-being, there is also a strong business case. A comprehensive evidence base shows that higher employee satisfaction is associated with higher profitability 13 James K. Harter et al., “Business-unit-level relationship between employee satisfaction, employee engagement, and business outcomes: A meta-analysis,” Journal of Applied Psychology , April 2002, Volume 87, Number 2. and that this phenomenon is not confined to a company’s higher-earning roles. Consider the case of frontline customer service staff: one experiment showed that weekly sales for call center operators increased by 13 percent when the operators’ happiness increased by one point on a scale of one to five. 14 Clement Bellet et al., “Does employee happiness have an impact on productivity?,” Saïd Business School working paper 2019-13, October 17, 2019. Worker satisfaction and customer satisfaction tend to go hand in hand. 15 “Business-unit-level relationship between employee satisfaction, employee engagement, and business outcomes,” April 2002.
Another direct link from employee satisfaction to the business bottom line is through employee turnover. In the wake of the COVID-19 pandemic, more people than ever are leaving their jobs voluntarily , both in the United States and in other developed economies .
And while the competition for talent is heated among professionals such as software engineers and medics, vacancy rates in many low-paying jobs are also sky-high. Across the United States, the United Kingdom, and the European Union, unfilled roles abound in the hospitality, entertainment, and logistics sectors, among others. 16 McKinsey analysis based on data from the US Bureau of Labor Statistics, Eurostat, and the UK Office for National Statistics, accessed on May 11, 2022. For businesses, losing personnel means costly and time-consuming recruitment and retraining , not to mention lost output and productivity.
Psychological well-being at work is one of the most important factors in employees’ decisions to stay or to go . Regardless of income level, workers who “strongly agreed” that they were proud of the organization they worked for were significantly more likely also to say that they would turn down a job at another organization, even if it offered higher pay. Granted, people in higher-earning roles tended to be more loyal, but the difference in loyalty between staff who felt proud and staff who did not was dramatic across all income categories.
Whether motivated by equity considerations or bottom-line benefits, employers would do well to consider ways they can improve the working experience for lower earners.
To get started, leaders can think of this as a journey with six steps:
The best suggestions for how to redesign jobs or processes, or how to make the workplace more psychologically satisfying, will almost certainly come from workers themselves. Indeed, the process of discussing issues and opportunities and listening to employees’ daily experiences is itself a core part of creating positive change. Many businesses already routinely talk to their workers about employee engagement and satisfaction.
The best suggestions for how exactly to redesign jobs or processes, or make the workplace more psychologically satisfying, will almost certainly come from staff themselves.
However, it is vitally important to base these discussions on more than workers’ fundamental needs, such as physical safety and pay. The style of conversation should focus on both what people think about work and how they feel about work. Such discussions are likely to unleash a range of responses—both positive and negative—which leaders will need to harness both respectfully and skillfully.
In addition to intensive employee engagement processes, there are a number of practical behaviors that leaders can encourage through mindsets, communication, role modeling, training, and performance-management processes. For lower-earning employees, the actions and behaviors of immediate line managers can make an enormous difference. Some of the practices that have positive returns in almost every situation include the following:
Recognize competence: Frequently review a day’s work (with no judgment or blame) and ask what you as the manager or leader can do to make the next day easier. Thank and praise people for a job (well) done. Make the most of individuals’ skills through delegation. Provide regular, strength-based feedback oriented toward problem-solving.
For example, the plant and machine operators in Exhibit 2 who said that they were able to utilize their skills may still have had production line tasks that were fairly prescribed. But their factory organized short two-way briefings at every shift change, allowing workers to help make decisions about how operations are carried out.
Grant autonomy: Focus on the end goal of what is to be achieved and why and let employees decide—or at least give them a voice in—how to get there. Give frontline workers discretion over appropriate decisions. Ask employees how they feel about work and really listen to their answers.
For example, retail assistants who are given the discretion to accept customer returns or hand out vouchers in specific situations are more likely not only to make customers happier and more confident but also to feel better themselves.
Build connections: Set up regular (for example, daily) meetings at the beginning of each day (or shift) and allow time for socializing. Create regular breaks or events that help build social connections. Act decisively to eradicate any bullying or harassment. Praise and promote compassionate leaders .
For example, one skin care company whose sales agents work exclusively from home managed to maintain high levels of staff satisfaction by orchestrating regular one-on-one catch-ups, as well as virtual group get-togethers, throughout the COVID-19 pandemic, which allowed people to feel more connected to their colleagues. 17 Tera Allas et al., “Lessons on resilience for small and midsize businesses,” Harvard Business Review , June 3, 2021.
Instill meaning: Always explain the “why” behind tasks and link the reason to goals that go beyond making money (for example, being proud of the organization’s product or service). Help make work more interesting by upskilling people to be able to perform more complex or varied tasks. Simply ask people what would make their jobs more interesting.
For example, the workers in elementary occupations in Exhibit 2 who said that they still found their jobs meaningful may well have benefited from the same attitude that met President John F. Kennedy when he visited NASA in 1962. When the president came across a janitor in the hallway and asked him what his role was, the janitor replied, “I’m helping put a man on the moon.”
Discuss purpose: Set aside time for teams to reflect on the impact the company has on the world. Use one-on-one conversations to better understand workers’ individual sense of purpose and discuss how they can act on it in their work setting.
For example, for a worker at a clothing manufacturer, a manager can make the role more fulfilling by regularly sharing positive messages, photos, or videos from smiling customers wearing the company’s garments.
This advice may sound basic. We all know how to meet the psychological needs of the people in our lives—our children, our partners, our friends. We might even compliment, thank, and empathize with strangers.
We need to take these positive behaviors and apply them in the workplace as well—not only with peers but with employees at all levels of the organization. However routine their tasks, we can stop treating workers as cogs in a machine and start treating them as the wonderful human beings they are.
The authors wish to thank Jacqueline Brassey and Marino MB for their contributions to this article.
This article was edited by Rick Tetzeli, an executive editor in the New York office.
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Mortgage rates today, july 6, 2024: latest inflation report could mean good things for mortgage rates.
Some mortgage rates have increased today, while others have decreased. For example, the 30-year fixed mortgage rate is up six basis points to 6.76% , but the 15-year fixed rate is down seven basis points and finally back under 6%, sitting at 5.98% .
The U.S. Bureau of Labor Statistics released the June jobs report yesterday, and the national unemployment rate increased — it now sits at 4.1% rather than 4%, the rate economists had predicted. This is potentially good news for mortgage rates, because the Federal Reserve wants to see signs the economy is cooling before cutting the federal funds rate. Increasing unemployment has some people thinking the Fed could slash the rate at its July meeting . But if not, it puts the Fed in a good spot to cut the rate at its following meeting in September .
When the federal funds rate falls, mortgage rates tend to follow suit. We could see rates decline either later this summer or in autumn.
Dig deeper: When will mortgage rates go down? A look at 2024 and 2025.
Here are the current mortgage rates, according to the latest Zillow data:
30-year fixed: 6.76%
20-year fixed: 6.36%
15-year fixed: 5.98%
5/1 ARM: 6.50%
7/1 ARM: 6.67%
30-year VA: 5.87%
15-year VA: 5.49%
5/1 VA ARM: 6.25%
Remember, these are the national averages and rounded to the nearest hundredth.
Use Yahoo Finance's free mortgage calculator to see how various interest rates and term lengths will impact your monthly mortgage payment. It also shows how the home price and down payment amount play into things.
Our calculator includes homeowners insurance and property taxes in your monthly payment estimate. You even have the option to enter costs for private mortgage insurance (PMI) and homeowners' association dues if those apply to you. These details result in a more accurate monthly payment estimate than if you simply calculated your mortgage principal and interest.
There are two main advantages to a 30-year fixed mortgage: Your payments are lower, and your monthly payments are predictable.
A 30-year fixed-rate mortgage has relatively low monthly payments because you’re spreading your repayment out over a longer period of time than with, say, a 15-year mortgage. Your payments are predictable because, unlike with an adjustable-rate mortgage (ARM), your rate isn’t going to change from year to year. Most years, the only things that might affect your monthly payment are any changes to your homeowners insurance or property taxes .
The main disadvantage to 30-year fixed mortgage rates is mortgage interest — both in the short and long term.
A 30-year fixed term comes with a higher rate than a shorter fixed term, and it’s higher than the intro rate to a 30-year ARM. The higher your rate, the higher your monthly payment. You’ll also pay much more in interest over the life of your loan due to both the higher rate and the longer term.
Learn more: How to get the lowest mortgage rates
The pros and cons of 15-year fixed mortgage rates are basically swapped from the 30-year rates. Yes, your monthly payments will still be predictable, but another advantage is that shorter terms come with lower interest rates. Not to mention, you’ll pay off your mortgage 15 years sooner. So you’ll save potentially hundreds of thousands of dollars in interest over the course of your loan.
However, because you’re paying off the same amount in half the time, your monthly payments will be higher than if you choose a 30-year term.
Dig deeper: 15-year vs. 30-year mortgages
Adjustable-rate mortgages lock in your rate for a predetermined amount of time, then change it periodically. For example, with a 5/1 ARM, your rate stays the same for the first five years and then goes up or down once per year for the remaining 25 years.
The main advantage is that the introductory rate is usually lower than what you’ll get with a 30-year fixed rate, so your monthly payments will be lower. (Current average rates don't reflect this, though — fixed rates are actually lower. Talk to your lender before deciding between a fixed or adjustable rate.)
With an ARM, you have no idea what mortgage rates will be like once the intro-rate period ends, so you risk your rate increasing later. This could ultimately end up costing more, and your monthly payments are unpredictable from year to year.
But if you plan to move before the intro-rate period is over, you could reap the benefits of a low rate without risking a rate increase down the road.
Learn more: Adjustable-rate vs. fixed-rate mortgage
It might not feel like a good time to buy a house . Recently, 30-year rates have been hovering around 6.50% to 7%, which looks terrible compared to 2021, when you could lock in a rate of 3% or lower.
It might be a better time to buy than you’d expect, though. The highest mortgage rate on record was 18.63% in October 1981, which makes a 6.76% rate not seem so bad. It’s also very unlikely that rates will drop to below 3% again anytime soon.
And even though house prices are high , they are growing less rapidly than they were a couple of years ago. And new-home construction is starting to pick up.
To sum it up, it’s still not the best time to buy a house because rates are relatively high and prices remain firm. But if the timing is right for you, your budget can accommodate the higher rates, and you've found the home for you, there's no time like the present.
What is a 30-year mortgage rate right now.
The national average 30-year mortgage rate is 6.76% right now, according to Zillow. But keep in mind that averages can vary depending on where you live. For example, if you're buying in a city with a high cost of living, rates could be even higher.
Yes, mortgage interest rates are expected to decrease gradually over the next couple of years. Experts predict the average 30-year rate will go down to 6.6% to 6.7% by the end of 2024, and then to 6% to 6.3% by late 2025.
According to Freddie Mac, mortgage rates dropped for several straight weeks but recently increased for the first time since May .
The June jobs report showed ongoing payroll growth at a more moderate pace than the 272,000 initially reported in May . In June employers added 206,000 jobs, a figure just below the previous 12-months’ average increase (220,000 jobs–which factors in downward revisions to recent April and May data). Unemployment ticked up to 4.1%, reaching its highest level since November 2021. Industries including government, health care, social assistance, and construction had notable job gains while retailers and professional and business service industries saw small losses. The job market is not as tight as it has been, which should bolster confidence at the Fed that its policy is working and a rate cut may soon be appropriate. At the same time, continued job growth should keep U.S. consumer spending and economic growth in a solid range in the months ahead.
Although job gains ticked up, prior months were revised lower by a total of 15,000 jobs, and this month’s uptick was smaller than previous hiring sprees in March 2024 and December 2023. The data generally points to a gradually normalizing labor market, which is exactly what is needed at this stage of the economic cycle.
Overall, the job market has slowed from previous highs, but appears to be normalizing in a healthy way and should help bolster confidence that monetary policy is having its intended effect.
Other recent job market data showed 8.1 million job openings in May, up from a downwardly revised April reading, but still lower than the 9.3 million openings one year ago. The job openings rate was up to 4.9% from 4.8% the prior month, but down from 5.6% one year ago. Job quits steadied in the month at 3.5 million, and the rate of 2.2% was unchanged for a seventh month, down from 2.3% in October 2023. The data show a somewhat elevated openings rate relative to pre-pandemic highs (4.8%), while the quits rate is on par with trends in 2017 and 2018. Taken together, these data point to a labor market that continues to offer options for job seekers, and workers appear to approach job switching with a fair amount of confidence.
Mortgage rates currently hover just below 7% , and have occupied a fairly narrow 6.9% to 7.1% range since mid-May. Because today’s job report lacked major fireworks, it is likely to help keep mortgage rates in their recent range. Job gains were modest enough to prevent a big surge in interest rates, but strong enough to stave off worries that a hard landing could be ahead. Meanwhile, the modest uptick in unemployment could help interest rates drift toward the lower end of the range until next week’s inflation reports.
Home sales have been stuck in the doldrums, as both buyer and seller interest has been dampened by these elevated mortgage rates. Higher borrowing costs eat into affordability and complicate trade-up decisions for homeowners who currently enjoy much lower mortgage rates . The reduction in mortgage rates and other borrowing costs that will likely coincide with the Fed’s decision to begin normalizing policy will provide a welcome wind in the sails of buyers and sellers alike, and today’s job report suggests that date remains just on the horizon.
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American s are evenly divided in their preferences for the size of government. Yet a somewhat greater share wants the government to do more to solve problems than say it is doing too much better left to others.
There is a persistent belief that government is wasteful: 56% say it is “almost always wasteful and inefficient.”
However, a majority of Americans (58%) say government regulation of business is necessary to protect the public good.
Overall, 49% say they would prefer a smaller government providing fewer services, while 48% say they would rather have a bigger government providing more services.
Most Democrats prefer a larger government. For nearly half a century, Democrats and Republicans have differed in their preferences for the size of government. Today, those differences are as wide as they have ever been:
When asked about the proper role of government, about half of Americans (53%) say the government should do more to solve problems, while 46% say the government is doing too many things better left to businesses and individuals.
An overwhelming share of Democrats (76%) say government should do more to solve problems, while about a quarter (23%) say it is doing too many things better left to individuals and businesses.
By contrast, Republicans prefer a more limited role for government: 71% say government is doing too many things better left to businesses and individuals, while 28% say government should do more to solve problems.
There are also sizable demographic differences in these views:
Among partisans, there are wide demographic differences on the preferred role of government – especially among Republicans.
Hispanic Republicans (58%) are much more likely than White Republicans (21%) to favor a larger role for government.
Views among Democrats are much less divided, with at least seven-in-ten Democrats in each racial and ethnic group saying government should do more to solve problems.
Nearly half of lower-income Republicans (46%) say that the government should do more to solve problems, while smaller shares of middle- (22%) and upper-income (19%) Republicans say the same.
Wide majorities of Democrats across income groups say government should do more to solve problems.
In assessments of the efficiency of the government, a majority of Americans (56%) find it to be “almost always wasteful and inefficient.” A smaller share (42%) say government “often does a better job than people give it credit for.”
Overall, views on the efficiency of government have remained somewhat steady since 2019, with views today mirroring those five years ago.
Among partisans, a majority of Democrats (63%) say the government often does a better job than people give it credit for, while a large majority of Republicans (77%) say government is often wasteful and inefficient.
Views on the efficiency of government in both parties have remained steady since 2021.
While Democrats are generally more likely than Republicans to say government does not get enough credit, these views vary somewhat depending on which party holds the presidency:
This is consistent with shifts in views during prior administrations .
On the topic of government regulation of business, about six-in-ten Americans (58%) say that government regulation of business is necessary to protect the public interest. Four-in-ten, however, say government regulation of business usually does more harm than good.
These views have remained largely unchanged since 2017.
As with other attitudes about government, Republicans and Democrats differ on the impact of government regulation of business:
Among other demographic differences:
Americans are divided in their views on the country’s ability to solve important problems. About half (52%) of Americans say “this country can’t solve many of its important problems,” while 47% say that “as Americans, we can always find ways to solve our problems and get what we want.”
More Americans express confidence in the country’s ability to solve problems now than a year ago (47% now, 43% then). Still, the share saying this is lower than it was from 2019 to 2022.
Unlike assessments of government, there are no partisan differences in views on the country’s ability to solve its important problems.
In both parties, about half say the U.S. can’t solve many of its important problems, while slightly narrower shares say Americans can always find ways to solve the country’s problems.
Among age groups, younger adults are the most likely to express skepticism in the country’s ability to solve its important problems. About six-in-ten adults ages 18 to 29 (62%) say the U.S. can’t solve many of its important problems, while smaller shares of older adults say the same.
Overall, the shares of adults in each age group who voice skepticism on the country’s ability to solve its problems remain higher than they were in 2022.
However, older adults have grown slightly more optimistic on this issue in the past year. Views among the youngest adults are relatively unchanged from 2022.
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Research reports are recorded data prepared by researchers or statisticians after analyzing the information gathered by conducting organized research, typically in the form of surveys or qualitative methods. A research report is a reliable source to recount details about a conducted research. It is most often considered to be a true testimony ...
Research Report. Definition: Research Report is a written document that presents the results of a research project or study, including the research question, methodology, results, and conclusions, in a clear and objective manner.
A research report is a collection of contextual data, gathered through organized research, that provides new insights into a particular challenge (which, for this article, is business-related). Research reports are a time-tested method for distilling large amounts of data into a narrow band of focus. Their effectiveness often hinges on whether ...
A research report is a well-crafted document that outlines the processes, data, and findings of a systematic investigation. It is an important document that serves as a first-hand account of the research process, and it is typically considered an objective and accurate source of information.
A research report is an end product of research. As earlier said that report writing provides useful information in arriving at rational decisions that may reform the business and society. The findings, conclusions, suggestions and recommendations are useful to academicians, scholars and policymakers.
Research report. A research report is a publication that reports on the findings of a research project. [1] Research reports are produced by many sectors including industry, education, government and non-government organizations and may be disseminated internally, or made public (i.e. published) however they are not usually available from ...
There are five MAJOR parts of a Research Report: 1. Introduction 2. Review of Literature 3. Methods 4. Results 5. Discussion. As a general guide, the Introduction, Review of Literature, and Methods should be about 1/3 of your paper, Discussion 1/3, then Results 1/3. Section 1: Cover Sheet (APA format cover sheet) optional, if required.
An outline of the research questions and hypotheses; the assumptions or propositions that your research will test. Literature Review. Not all research reports have a separate literature review section. In shorter research reports, the review is usually part of the Introduction. A literature review is a critical survey of recent relevant ...
Write up a state-of-the-art research report. Understand how to use scientific language in research reports. Develop a structure for your research report that comprises all relevant sections. Assess the consistency of your research design. Avoid dumbfounding your reader with surprising information.
Use the section headings (outlined above) to assist with your rough plan. Write a thesis statement that clarifies the overall purpose of your report. Jot down anything you already know about the topic in the relevant sections. 3 Do the Research. Steps 1 and 2 will guide your research for this report.
Abstract. This guide for writers of research reports consists of practical suggestions for writing a report that is clear, concise, readable, and understandable. It includes suggestions for terminology and notation and for writing each section of the report—introduction, method, results, and discussion. Much of the guide consists of ...
Research Reports. Research reports present the results of formal investigations into the properties, behavior, structures, and principles of material and conceptual entities. Almost any physical phenomenon or concept may be investigated in a research framework. ... Problem definition: the rigorous reduction of the inquiry to a narrow question ...
A research report is a document that conveys the outcomes of a study or investigation. Its purpose is to communicate the research's findings, conclusions, and implications to a particular audience. This report aims to offer a comprehensive and unbiased overview of the research process, methodology, and results.
A research report is a vital tool in disseminating research results to academic, professional, and public audiences. It provides a detailed analysis of the research problem, research questions, methodology, findings, and conclusions. Research reports are crucial in advancing knowledge and understanding in various fields of study, informing ...
THE RESEARCH REPORT. This chapter gives attention to two primary topics, both of which present information about research reports. The first part deals with the many valuable things that can be found in research reports beyond the obvious—the results. In the second part we discuss what a research report is and what it is not.
What this handout is about. This handout provides a general guide to writing reports about scientific research you've performed. In addition to describing the conventional rules about the format and content of a lab report, we'll also attempt to convey why these rules exist, so you'll get a clearer, more dependable idea of how to approach ...
Simply, a research paper/report is a systematic write up. on the findings of the study including methodologies, discussion, conclusions etc. following a definite. style. T he resea rch report ...
The research report contains four main areas: Introduction- What is the issue? What is known? What is not known? What are you trying to find out? This sections ends with the purpose and specific aims of the study. Methods- The recipe for the study. If someone wanted to perform the same study, what information would they need?
Research Report: A research report is a document prepared by an analyst or strategist who is a part of the investment research team in a stock brokerage or investment bank . A research report may ...
Comprehensive reports with in-depth analysis and information. 100-page research report on the effects of a new drug on a medical condition. Analytical. Focus on data analysis and provide insights or recommendations. Market research report analyzing consumer behavior trends and recommending marketing strategies.
Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design. When planning your methods, there are two key decisions you will make. First, decide how you will collect data. Your methods depend on what type of data you need to answer your research question:
Market segmentation research is carried out to better understand existing and potential market segments. The objective is to determine how to target different market segments and how they differ from each other. The three most important steps in writing a market segmentation research report are: Defining the problem.
The threats from Project 2025 do not end here. This People's Guide only begins to catalog the people and communities who would be harmed if a future presidential administration began to implement Project 2025's proposals. Businesses and industry across the country could be harmed not just from the lack of data collection discussed above, but also from proposals to politicize the Federal ...
Of the 1626 reports that met the CDC's case definition for myocarditis, 1195 (73%) were younger than 30 years of age, 543 (33%) were younger than 18 years of age, and the median age was 21 years (IQR, 16-31 years) . Of the reports of myocarditis with dose information, 82% (1265/1538) occurred after the second vaccination dose.
For clinical research-specific definitions, see also the Clinical Research Glossary developed by the Multi-Regional Clinical Trials (MRCT) Center of Brigham and Women's Hospital and Harvard and the Clinical Data Interchange Standards Consortium (CDISC). Alternative Lay Language for Medical Terms for use in Informed Consent Documents
Yet companies do a better job of addressing the psychological needs of higher-earning employees than lower-earning colleagues. One of the most prominent models of human motivation, extensively applied to organizational and employment research, is the self-determination theory by psychologists Richard Ryan and Edward Deci. 6 Delia O'Hara, "The intrinsic motivation of Richard Ryan and Edward ...
The U.S. Bureau of Labor Statistics released the June jobs report yesterday, and the national unemployment rate increased — it now sits at 4.1% rather than 4%, the rate economists had predicted.
1. AI for scientific discovery: While artificial intelligence (AI) has been used in research for many years, advances in deep learning, generative AI and foundation models are revolutionizing the scientific discovery process.AI will enable researchers to make unprecedented connections and advancements in understanding diseases, proposing new materials, and enhancing knowledge of the human body ...
The June jobs report showed ongoing payroll growth at a more moderate pace than the 272,000 initially reported in May. In June employers added 206,000 jobs, a figure just below the previous 12 ...
ABOUT PEW RESEARCH CENTER Pew Research Center is a nonpartisan fact tank that informs the public about the issues, attitudes and trends shaping the world. It conducts public opinion polling, demographic research, media content analysis and other empirical social science research. Pew Research Center does not take policy positions.