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How To Write The Methodology Chapter

The what, why & how explained simply (with examples).

By: Jenna Crossley (PhD) | Reviewed By: Dr. Eunice Rautenbach | September 2021 (Updated April 2023)

So, you’ve pinned down your research topic and undertaken a review of the literature – now it’s time to write up the methodology section of your dissertation, thesis or research paper . But what exactly is the methodology chapter all about – and how do you go about writing one? In this post, we’ll unpack the topic, step by step .

Overview: The Methodology Chapter

  • The purpose  of the methodology chapter
  • Why you need to craft this chapter (really) well
  • How to write and structure the chapter
  • Methodology chapter example
  • Essential takeaways

What (exactly) is the methodology chapter?

The methodology chapter is where you outline the philosophical underpinnings of your research and outline the specific methodological choices you’ve made. The point of the methodology chapter is to tell the reader exactly how you designed your study and, just as importantly, why you did it this way.

Importantly, this chapter should comprehensively describe and justify all the methodological choices you made in your study. For example, the approach you took to your research (i.e., qualitative, quantitative or mixed), who  you collected data from (i.e., your sampling strategy), how you collected your data and, of course, how you analysed it. If that sounds a little intimidating, don’t worry – we’ll explain all these methodological choices in this post .

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Why is the methodology chapter important?

The methodology chapter plays two important roles in your dissertation or thesis:

Firstly, it demonstrates your understanding of research theory, which is what earns you marks. A flawed research design or methodology would mean flawed results. So, this chapter is vital as it allows you to show the marker that you know what you’re doing and that your results are credible .

Secondly, the methodology chapter is what helps to make your study replicable. In other words, it allows other researchers to undertake your study using the same methodological approach, and compare their findings to yours. This is very important within academic research, as each study builds on previous studies.

The methodology chapter is also important in that it allows you to identify and discuss any methodological issues or problems you encountered (i.e., research limitations ), and to explain how you mitigated the impacts of these. Every research project has its limitations , so it’s important to acknowledge these openly and highlight your study’s value despite its limitations . Doing so demonstrates your understanding of research design, which will earn you marks. We’ll discuss limitations in a bit more detail later in this post, so stay tuned!

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phd methodology chapter example

How to write up the methodology chapter

First off, it’s worth noting that the exact structure and contents of the methodology chapter will vary depending on the field of research (e.g., humanities, chemistry or engineering) as well as the university . So, be sure to always check the guidelines provided by your institution for clarity and, if possible, review past dissertations from your university. Here we’re going to discuss a generic structure for a methodology chapter typically found in the sciences.

Before you start writing, it’s always a good idea to draw up a rough outline to guide your writing. Don’t just start writing without knowing what you’ll discuss where. If you do, you’ll likely end up with a disjointed, ill-flowing narrative . You’ll then waste a lot of time rewriting in an attempt to try to stitch all the pieces together. Do yourself a favour and start with the end in mind .

Section 1 – Introduction

As with all chapters in your dissertation or thesis, the methodology chapter should have a brief introduction. In this section, you should remind your readers what the focus of your study is, especially the research aims . As we’ve discussed many times on the blog, your methodology needs to align with your research aims, objectives and research questions. Therefore, it’s useful to frontload this component to remind the reader (and yourself!) what you’re trying to achieve.

In this section, you can also briefly mention how you’ll structure the chapter. This will help orient the reader and provide a bit of a roadmap so that they know what to expect. You don’t need a lot of detail here – just a brief outline will do.

The intro provides a roadmap to your methodology chapter

Section 2 – The Methodology

The next section of your chapter is where you’ll present the actual methodology. In this section, you need to detail and justify the key methodological choices you’ve made in a logical, intuitive fashion. Importantly, this is the heart of your methodology chapter, so you need to get specific – don’t hold back on the details here. This is not one of those “less is more” situations.

Let’s take a look at the most common components you’ll likely need to cover. 

Methodological Choice #1 – Research Philosophy

Research philosophy refers to the underlying beliefs (i.e., the worldview) regarding how data about a phenomenon should be gathered , analysed and used . The research philosophy will serve as the core of your study and underpin all of the other research design choices, so it’s critically important that you understand which philosophy you’ll adopt and why you made that choice. If you’re not clear on this, take the time to get clarity before you make any further methodological choices.

While several research philosophies exist, two commonly adopted ones are positivism and interpretivism . These two sit roughly on opposite sides of the research philosophy spectrum.

Positivism states that the researcher can observe reality objectively and that there is only one reality, which exists independently of the observer. As a consequence, it is quite commonly the underlying research philosophy in quantitative studies and is oftentimes the assumed philosophy in the physical sciences.

Contrasted with this, interpretivism , which is often the underlying research philosophy in qualitative studies, assumes that the researcher performs a role in observing the world around them and that reality is unique to each observer . In other words, reality is observed subjectively .

These are just two philosophies (there are many more), but they demonstrate significantly different approaches to research and have a significant impact on all the methodological choices. Therefore, it’s vital that you clearly outline and justify your research philosophy at the beginning of your methodology chapter, as it sets the scene for everything that follows.

The research philosophy is at the core of the methodology chapter

Methodological Choice #2 – Research Type

The next thing you would typically discuss in your methodology section is the research type. The starting point for this is to indicate whether the research you conducted is inductive or deductive .

Inductive research takes a bottom-up approach , where the researcher begins with specific observations or data and then draws general conclusions or theories from those observations. Therefore these studies tend to be exploratory in terms of approach.

Conversely , d eductive research takes a top-down approach , where the researcher starts with a theory or hypothesis and then tests it using specific observations or data. Therefore these studies tend to be confirmatory in approach.

Related to this, you’ll need to indicate whether your study adopts a qualitative, quantitative or mixed  approach. As we’ve mentioned, there’s a strong link between this choice and your research philosophy, so make sure that your choices are tightly aligned . When you write this section up, remember to clearly justify your choices, as they form the foundation of your study.

Methodological Choice #3 – Research Strategy

Next, you’ll need to discuss your research strategy (also referred to as a research design ). This methodological choice refers to the broader strategy in terms of how you’ll conduct your research, based on the aims of your study.

Several research strategies exist, including experimental , case studies , ethnography , grounded theory, action research , and phenomenology . Let’s take a look at two of these, experimental and ethnographic, to see how they contrast.

Experimental research makes use of the scientific method , where one group is the control group (in which no variables are manipulated ) and another is the experimental group (in which a specific variable is manipulated). This type of research is undertaken under strict conditions in a controlled, artificial environment (e.g., a laboratory). By having firm control over the environment, experimental research typically allows the researcher to establish causation between variables. Therefore, it can be a good choice if you have research aims that involve identifying causal relationships.

Ethnographic research , on the other hand, involves observing and capturing the experiences and perceptions of participants in their natural environment (for example, at home or in the office). In other words, in an uncontrolled environment.  Naturally, this means that this research strategy would be far less suitable if your research aims involve identifying causation, but it would be very valuable if you’re looking to explore and examine a group culture, for example.

As you can see, the right research strategy will depend largely on your research aims and research questions – in other words, what you’re trying to figure out. Therefore, as with every other methodological choice, it’s essential to justify why you chose the research strategy you did.

Methodological Choice #4 – Time Horizon

The next thing you’ll need to detail in your methodology chapter is the time horizon. There are two options here: cross-sectional and longitudinal . In other words, whether the data for your study were all collected at one point in time (cross-sectional) or at multiple points in time (longitudinal).

The choice you make here depends again on your research aims, objectives and research questions. If, for example, you aim to assess how a specific group of people’s perspectives regarding a topic change over time , you’d likely adopt a longitudinal time horizon.

Another important factor to consider is simply whether you have the time necessary to adopt a longitudinal approach (which could involve collecting data over multiple months or even years). Oftentimes, the time pressures of your degree program will force your hand into adopting a cross-sectional time horizon, so keep this in mind.

Methodological Choice #5 – Sampling Strategy

Next, you’ll need to discuss your sampling strategy . There are two main categories of sampling, probability and non-probability sampling.

Probability sampling involves a random (and therefore representative) selection of participants from a population, whereas non-probability sampling entails selecting participants in a non-random  (and therefore non-representative) manner. For example, selecting participants based on ease of access (this is called a convenience sample).

The right sampling approach depends largely on what you’re trying to achieve in your study. Specifically, whether you trying to develop findings that are generalisable to a population or not. Practicalities and resource constraints also play a large role here, as it can oftentimes be challenging to gain access to a truly random sample. In the video below, we explore some of the most common sampling strategies.

Methodological Choice #6 – Data Collection Method

Next up, you’ll need to explain how you’ll go about collecting the necessary data for your study. Your data collection method (or methods) will depend on the type of data that you plan to collect – in other words, qualitative or quantitative data.

Typically, quantitative research relies on surveys , data generated by lab equipment, analytics software or existing datasets. Qualitative research, on the other hand, often makes use of collection methods such as interviews , focus groups , participant observations, and ethnography.

So, as you can see, there is a tight link between this section and the design choices you outlined in earlier sections. Strong alignment between these sections, as well as your research aims and questions is therefore very important.

Methodological Choice #7 – Data Analysis Methods/Techniques

The final major methodological choice that you need to address is that of analysis techniques . In other words, how you’ll go about analysing your date once you’ve collected it. Here it’s important to be very specific about your analysis methods and/or techniques – don’t leave any room for interpretation. Also, as with all choices in this chapter, you need to justify each choice you make.

What exactly you discuss here will depend largely on the type of study you’re conducting (i.e., qualitative, quantitative, or mixed methods). For qualitative studies, common analysis methods include content analysis , thematic analysis and discourse analysis . In the video below, we explain each of these in plain language.

For quantitative studies, you’ll almost always make use of descriptive statistics , and in many cases, you’ll also use inferential statistical techniques (e.g., correlation and regression analysis). In the video below, we unpack some of the core concepts involved in descriptive and inferential statistics.

In this section of your methodology chapter, it’s also important to discuss how you prepared your data for analysis, and what software you used (if any). For example, quantitative data will often require some initial preparation such as removing duplicates or incomplete responses . Similarly, qualitative data will often require transcription and perhaps even translation. As always, remember to state both what you did and why you did it.

Section 3 – The Methodological Limitations

With the key methodological choices outlined and justified, the next step is to discuss the limitations of your design. No research methodology is perfect – there will always be trade-offs between the “ideal” methodology and what’s practical and viable, given your constraints. Therefore, this section of your methodology chapter is where you’ll discuss the trade-offs you had to make, and why these were justified given the context.

Methodological limitations can vary greatly from study to study, ranging from common issues such as time and budget constraints to issues of sample or selection bias . For example, you may find that you didn’t manage to draw in enough respondents to achieve the desired sample size (and therefore, statistically significant results), or your sample may be skewed heavily towards a certain demographic, thereby negatively impacting representativeness .

In this section, it’s important to be critical of the shortcomings of your study. There’s no use trying to hide them (your marker will be aware of them regardless). By being critical, you’ll demonstrate to your marker that you have a strong understanding of research theory, so don’t be shy here. At the same time, don’t beat your study to death . State the limitations, why these were justified, how you mitigated their impacts to the best degree possible, and how your study still provides value despite these limitations .

Section 4 – Concluding Summary

Finally, it’s time to wrap up the methodology chapter with a brief concluding summary. In this section, you’ll want to concisely summarise what you’ve presented in the chapter. Here, it can be a good idea to use a figure to summarise the key decisions, especially if your university recommends using a specific model (for example, Saunders’ Research Onion ).

Importantly, this section needs to be brief – a paragraph or two maximum (it’s a summary, after all). Also, make sure that when you write up your concluding summary, you include only what you’ve already discussed in your chapter; don’t add any new information.

Keep it simple

Methodology Chapter Example

In the video below, we walk you through an example of a high-quality research methodology chapter from a dissertation. We also unpack our free methodology chapter template so that you can see how best to structure your chapter.

Wrapping Up

And there you have it – the methodology chapter in a nutshell. As we’ve mentioned, the exact contents and structure of this chapter can vary between universities , so be sure to check in with your institution before you start writing. If possible, try to find dissertations or theses from former students of your specific degree program – this will give you a strong indication of the expectations and norms when it comes to the methodology chapter (and all the other chapters!).

Also, remember the golden rule of the methodology chapter – justify every choice ! Make sure that you clearly explain the “why” for every “what”, and reference credible methodology textbooks or academic sources to back up your justifications.

If you need a helping hand with your research methodology (or any other component of your research), be sure to check out our private coaching service , where we hold your hand through every step of the research journey. Until next time, good luck!

phd methodology chapter example

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  • What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on August 25, 2022 by Shona McCombes and Tegan George. Revised on November 20, 2023.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation , or research paper , the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research and your dissertation topic .

It should include:

  • The type of research you conducted
  • How you collected and analyzed your data
  • Any tools or materials you used in the research
  • How you mitigated or avoided research biases
  • Why you chose these methods
  • Your methodology section should generally be written in the past tense .
  • Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
  • Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

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Table of contents

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, other interesting articles, frequently asked questions about methodology.

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phd methodology chapter example

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Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

  • Aim to describe the characteristics of something?
  • Explore an under-researched topic?
  • Establish a causal relationship?

And what type of data did you need to achieve this aim?

  • Quantitative data , qualitative data , or a mix of both?
  • Primary data collected yourself, or secondary data collected by someone else?
  • Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

  • Why is this the best way to answer your research question?
  • Is this a standard methodology in your field, or does it require justification?
  • Were there any ethical considerations involved in your choices?
  • What are the criteria for validity and reliability in this type of research ? How did you prevent bias from affecting your data?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalizable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalized your concepts and measured your variables. Discuss your sampling method or inclusion and exclusion criteria , as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

  • How did you design the questionnaire?
  • What form did your questions take (e.g., multiple choice, Likert scale )?
  • Were your surveys conducted in-person or virtually?
  • What sampling method did you use to select participants?
  • What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

  • How did you design the experiment ?
  • How did you recruit participants?
  • How did you manipulate and measure the variables ?
  • What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

  • Where did you source the material?
  • How was the data originally produced?
  • What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on July 4–8, 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

  • Information bias
  • Omitted variable bias
  • Regression to the mean
  • Survivorship bias
  • Undercoverage bias
  • Sampling bias

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

  • How did you find and select participants?
  • How many participants took part?
  • What form did the interviews take ( structured , semi-structured , or unstructured )?
  • How long were the interviews?
  • How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

  • What group or community did you observe? How long did you spend there?
  • How did you gain access to this group? What role did you play in the community?
  • How long did you spend conducting the research? Where was it located?
  • How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

  • What type of materials did you analyze?
  • How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness store’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

  • The Hawthorne effect
  • Observer bias
  • The placebo effect
  • Response bias and Nonresponse bias
  • The Pygmalion effect
  • Recall bias
  • Social desirability bias
  • Self-selection bias

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods.

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phd methodology chapter example

Next, you should indicate how you processed and analyzed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

  • How you prepared the data before analyzing it (e.g., checking for missing data , removing outliers , transforming variables)
  • Which software you used (e.g., SPSS, Stata or R)
  • Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

  • Content analysis : Categorizing and discussing the meaning of words, phrases and sentences
  • Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
  • Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

  • Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviors, but they are effective for testing causal relationships between variables .
  • Qualitative: Unstructured interviews usually produce results that cannot be generalized beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
  • Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalizable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

  • Show that you followed established practice for your type of research
  • Discuss how you decided on your approach by evaluating existing research
  • Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

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.

  • Normal distribution
  • Measures of central tendency
  • Chi square tests
  • Confidence interval
  • Quartiles & Quantiles

Methodology

  • Cluster sampling
  • Stratified sampling
  • Thematic analysis
  • Cohort study
  • Peer review
  • Ethnography

Research bias

  • Implicit bias
  • Cognitive bias
  • Conformity bias
  • Hawthorne effect
  • Availability heuristic
  • Attrition bias

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.

In a scientific paper, the methodology always comes after the introduction and before the results , discussion and conclusion . The same basic structure also applies to a thesis, dissertation , or research proposal .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

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.

Reliability and validity are both about how well a method measures something:

  • Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
  • Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research, you also have to consider the internal and external validity of your experiment.

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.

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What Is a Research Methodology? | Steps & Tips

Published on 25 February 2019 by Shona McCombes . Revised on 10 October 2022.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation, or research paper, the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research.

It should include:

  • The type of research you conducted
  • How you collected and analysed your data
  • Any tools or materials you used in the research
  • Why you chose these methods
  • Your methodology section should generally be written in the past tense .
  • Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
  • Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

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Table of contents

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, frequently asked questions about methodology.

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Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

  • Aim to describe the characteristics of something?
  • Explore an under-researched topic?
  • Establish a causal relationship?

And what type of data did you need to achieve this aim?

  • Quantitative data , qualitative data , or a mix of both?
  • Primary data collected yourself, or secondary data collected by someone else?
  • Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

  • Why is this the best way to answer your research question?
  • Is this a standard methodology in your field, or does it require justification?
  • Were there any ethical considerations involved in your choices?
  • What are the criteria for validity and reliability in this type of research ?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalisable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalised your concepts and measured your variables. Discuss your sampling method or inclusion/exclusion criteria, as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

  • How did you design the questionnaire?
  • What form did your questions take (e.g., multiple choice, Likert scale )?
  • Were your surveys conducted in-person or virtually?
  • What sampling method did you use to select participants?
  • What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

  • How did you design the experiment ?
  • How did you recruit participants?
  • How did you manipulate and measure the variables ?
  • What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

  • Where did you source the material?
  • How was the data originally produced?
  • What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on 4–8 July 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

  • How did you find and select participants?
  • How many participants took part?
  • What form did the interviews take ( structured , semi-structured , or unstructured )?
  • How long were the interviews?
  • How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

  • What group or community did you observe? How long did you spend there?
  • How did you gain access to this group? What role did you play in the community?
  • How long did you spend conducting the research? Where was it located?
  • How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

  • What type of materials did you analyse?
  • How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness shop’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods here.

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Next, you should indicate how you processed and analysed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

  • How you prepared the data before analysing it (e.g., checking for missing data , removing outliers , transforming variables)
  • Which software you used (e.g., SPSS, Stata or R)
  • Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

  • Content analysis : Categorising and discussing the meaning of words, phrases and sentences
  • Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
  • Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

  • Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviours, but they are effective for testing causal relationships between variables .
  • Qualitative: Unstructured interviews usually produce results that cannot be generalised beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
  • Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalisable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives  and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

  • Show that you followed established practice for your type of research
  • Discuss how you decided on your approach by evaluating existing research
  • Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

Methodology refers to the overarching strategy and rationale of your research. Developing your methodology involves studying the research methods used in your field and the theories or principles that underpin them, in order to choose the approach that best matches your objectives.

Methods are the specific tools and procedures you use to collect and analyse data (e.g. interviews, experiments , surveys , statistical tests ).

In a dissertation or scientific paper, the methodology chapter or methods section comes after the introduction and before the results , discussion and conclusion .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to test a hypothesis by systematically collecting and analysing data, while qualitative methods allow you to explore ideas and experiences in depth.

A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research.

For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

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

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Dissertations 4: methodology: start.

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The Methodology Chapter

The methodology chapter flows organically from the literature review. This means that at this stage you should have reviewed the literature in your field of study, analysed research that has been conducted and highlighted how it was conducted. In turn, this should reflect the foundation of your own project as you will have to link it to your chosen research method.  

The methodology chapter also involves describing your method in detail and justifying the approach you are going to adopt, taking into consideration the limitations and ethical implications of your model. Your description should be detailed enough that someone reading your methodology can recreate your approach. 

Therefore, the methodology requires you to:

  • describe your methods
  • demonstrate a clear connection between your research question (or hypothesis) and the means by which you will reach your conclusions 
  • present justification (strengths) and limitations (weaknesses) of your methods  

What are Methods & Methodology?

Methods 

In order to appreciate what methods are, let us remember what research is about. Research can be summarised into three points (Cottrell, 2014, p9): 

A question 

Methods of arriving at an answer 

The answer 

Thus, methods are the means to research and answer the research question, or test the hypothesis. Methods include techniques and procedures used to obtain and analyse data (Saunders, Lewis and Thornhill, 2015, p4). Your methods can consist of primary and secondary sources, qualitative, quantitative and mixed methods, as illustrated in this guide.  

Methodology 

Methodology is sometimes used interchangeably with methods, or as the set of methods used in a research. More specifically, as the name would suggest, methodo-logy is the logos, the reasoning, on the methods. It is also referred to as the theory of how research should be undertaken (Saunders, Lewis and Thornhill, 2015, p4). This is why you normally would have a methodology, rather than methods, chapter in a dissertation.  

First Key Tip

We hope this guide will be helpful, but it is of fundamental importance that you also use a  research methods book  (or other authoritative source) for your discipline . The book will guide you on best methods for your research, give you practical guidance, and present critical insights and limitations of the methods.

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Writing the Dissertation - Guides for Success: The Methodology

  • Writing the Dissertation Homepage
  • Overview and Planning
  • The Literature Review
  • The Methodology
  • The Results and Discussion
  • The Conclusion
  • The Abstract
  • Getting Started
  • What to Avoid

Overview of writing the methodology

The methodology chapter precisely outlines the research method(s) employed in your dissertation and considers any relevant decisions you made, and challenges faced, when conducting your research. Getting this right is crucial because it lays the foundation for what’s to come: your results and discussion.

Disciplinary differences

Please note: this guide is not specific to any one discipline. The methodology can vary depending on the nature of the research and the expectations of the school or department. Please adapt the following advice to meet the demands of your dissertation and the expectations of your school or department. Consult your supervisor for further guidance; you can also check out our  Writing Across Subjects guide .

Guide contents

As part of the Writing the Dissertation series, this guide covers the most common conventions found in a methodology chapter, giving you the necessary knowledge, tips and guidance needed to impress your markers!  The sections are organised as follows:

  • Getting Started  - Defines the methodology and its core characteristics.
  • Structure  - Provides a detailed walk-through of common subsections or components of the methodology.
  • What to Avoid  - Covers a few frequent mistakes you'll want to...avoid!
  • FAQs  - Guidance on first- vs. third-person, secondary literature and more.
  • Checklist  - Includes a summary of key points and a self-evaluation checklist.

Training and tools

  • The Academic Skills team has recorded a Writing the Dissertation workshop series to help you with each section of a standard dissertation, including a video on writing the method/methodology .
  • For more on methods and methodologies, you can check out USC's methodology research guide  and Huddersfield's guide to writing the methodology of an undergraduate dissertation .
  • The dissertation planner tool can help you think through the timeline for planning, research, drafting and editing.
  • iSolutions offers training and a Word template to help you digitally format and structure your dissertation.

What is the methodology?

The methodology of a dissertation is like constructing a house of cards. Having strong and stable foundations for your research relies on your ability to make informed and rational choices about the design of your study. Everything from this point on – your results and discussion –  rests on these decisions, like the bottom layer of a house of cards.

The methodology is where you explicitly state, in relevant detail, how you conduced your study in direct response to your research question(s) and/or hypotheses. You should work through the linear process of devising your study to implementing it, covering the important choices you made and any potential obstacles you faced along the way.

Methods or methodology?

Some disciplines refer to this chapter as the research methods , whilst others call it the methodology . The two are often used interchangeably, but they are slightly different. The methods chapter outlines the techniques used to conduct the research and the specific steps taken throughout the research process. The methodology also outlines how the research was conducted, but is particularly interested in the philosophical underpinning that shapes the research process. As indicated by the suffix, -ology , meaning the study of something, the methodology is like the study of research, as opposed to simply stating how the research was conducted.

This guide focuses on the methodology, as opposed to the methods, although the content and guidance can be tailored to a methods chapter. Every dissertation is different and every methodology has its own nuances, so ensure you adapt the content here to your research and always consult your supervisor for more detailed guidance.

What are my markers looking for?

Your markers are looking   for your understanding of the complex process behind original (see definition) research. They are assessing your ability to...

  • Demonstrate   an understanding of the impact that methodological choices can have on the reliability and validity of your findings, meaning you should engage with ‘why’ you did that, as opposed to simply ‘what’ you did.
  • Make   informed methodological choices that clearly relate to your research question(s).

But what does it mean to engage in 'original' research? Originality doesn’t strictly mean you should be inventing something entirely new. Originality comes in many forms, from updating the application of a theory, to adapting a previous experiment for new purposes – it’s about making a worthwhile contribution.

Structuring your methodology

The methodology chapter should outline the research process undertaken, from selecting the method to articulating the tool or approach adopted to analyse your results. Because you are outlining this process, it's important that you structure your methodology in a linear way, showing how certain decisions have impacted on subsequent choices.

Scroll to continue reading, or click a link below to jump immediately to that section:

The 'research onion'

To ensure you write your methodology in a linear way, it can be useful to think of the methodology in terms of layers, as shown in the figure below.

Oval diagram with these layers from outside to in: philosophy, approach, methodological choice, strategies, time horizon, and techniques/procedures.

Figure: 'Research onion' from Saunders et al. (2007).

You don't need to precisely follow these exact layers as some won't be relevant to your research. However, the layered 'out to in' structure developed by Saunders et al. (2007) is appropriate for any methodology chapter because it guides your reader through the process in a linear fashion, demonstrating how certain decisions impacted on others. For example, you need to state whether your research is qualitative, quantitative or mixed before articulating your precise research method. Likewise, you need to explain how you collected your data before you inform the reader of how you subsequently analysed that data.

Using this linear approach from 'outer' layer to 'inner' layer, the next sections will take you through the most common layers used to structure a methodology chapter.

Introduction and research outline

Like any chapter, you should open your methodology with an introduction. It's good to start by briefly restating the research problem, or gap, that you're addressing, along with your research question(s) and/or hypotheses. Following this, it's common to provide a very condensed statement that outlines the most important elements of your research design. Here's a short example:

This study adopted qualitative research through a series of semi-structured interviews with seven experienced industry professionals.

Like any other introduction, you can then provide a brief statement outlining what the chapter is about and how it's structured (e.g., an essay map ).

Restating the research problem (or gap) and your research question(s) and/or hypotheses creates a natural transition from your previous review of the literature - which helped you to identify the gap or problem - to how you are now going to address such a problem. Your markers are also going to assess the relevance and suitability of your method and methodological choices against your research question(s), so it's good to 'frame' the entire chapter around the research question(s) by bringing them to the fore.

Research philosophy

A research philosophy is an underlying belief that shapes the way research is conducted. For this reason, as featured in the 'research onion' above, the philosophy should be the outermost layer - the first methodological issue you deal with following the introduction and research outline - because every subsequent choice, from the method employed to the way you analyse data, is directly influenced by your philosophical stance.

You can say something about other philosophies, but it's best to directly relate this to your research and the philosophy you have selected - why the other philosophy isn't appropriate for you to adopt, for instance. Otherwise, explain to your reader the philosophy you have selected (using secondary literature), its underlying principles, and why this philosophy, therefore, is particularly relevant to your research.

The research philosophy is sometimes featured in a methodology chapter, but not always. It depends on the conventions within your school or discipline , so only include this if it's expected.

The reason for outlining the research philosophy is to show your understanding of the role that your chosen philosophy plays in shaping the design and approach of your research study. The philosophy you adopt also indicates your worldview (in the context of this research), which is an important way of highlighting the role you, the researcher, play in shaping new knowledge.

Research method

This is where you state whether you're doing qualitative, quantitative or mixed-methods research before outlining the exact instrument or strategy (see definition) adopted for research (interviews, case study, etc.). It's also important that you explain why you have chosen that particular method and strategy. You can also explain why you're not adopting an alternate form of research, or why you haven't used a particular instrument, but keep this brief and use it to reinforce why you have chosen your method and strategy.

Your research method, more than anything else, is going to directly influence how effectively you answer your research question(s). For that reason, it's crucial that you emphasise the suitability of your chosen method and instrument for the purposes of your research.                       

Data collection

The data collection part of your methodology explain the process of how you accessed and collected your data. Using an interview as a qualitative example, this might include the criteria for selecting participants, how you recruited the participants and how and where you conducted the interviews. There is often some overlap with data collection and research method, so don't worry about this. Just make sure you get the essential information across to your reader.

The details of how you accessed and collected your data are important for replicability purposes - the ability for someone to adopt the same approach and repeat the study. It's also important to include this information for reliability and consistency purposes (see  validity and reliability  on the next tab of this guide for more).

Data analysis

After describing how you collected the data, you need to identify your chosen method of data analysis. Inevitably, this will vary depending on whether your research is qualitative or quantitative (see note below).

Qualitative research tends to be narrative-based where forms of ‘coding’ are employed to categorise and group the data into meaningful themes and patterns (Bui, 2014). Quantitative deals with numerical data meaning some form of statistical approach is taken to measure the results against the research question(s).

Tell your reader which data analysis software (such as SPSS or Atlast.ti) or method you’ve used and why, using relevant literature. Again, you can mention other data analysis tools that you haven’t used, but keep this brief and relate it to your discussion of your chosen approach. This isn’t to be confused with the results and discussion chapters where you actually state and then analyse your results. This is simply a discussion of the approach taken, how you applied this approach to your data and why you opted for this method of data analysis.

Detail of how you analysed your data helps to contextualise your results and discussion chapters. This is also a validity issue (see next tab of guide), as you need to ensure that your chosen method for data analysis helps you to answer your research question(s) and/or respond to your hypotheses. To use an example from Bui (2014: 155), 'if one of the research questions asks whether the participants changed their behaviour before and after the study, then one of the procedures for data analysis needs to be a comparison of the pre- and postdata'.

Validity and reliability

Validity simply refers to whether the research method(s) and instrument(s) applied are directly suited to meet the purposes of your research – whether they help you to answer your research question(s), or allow you to formulate a response to your hypotheses.

Validity can be separated into two forms: internal and external. The difference between the two is defined by what exists inside the study (internal) and what exists outside the study (external).

  • Internal validity is the extent to which ‘the results obtained can be attributed to the manipulation of the independent variable' (Salkind, 2011: 147).
  • External validity refers to the application of your study’s findings outside the setting of your study. This is known as generalisability , meaning to what extent are the results applicable to a wider context or population.

Reliability

Reliability refers to the consistency with which you designed and implemented your research instrument(s). The idea behind this is to ensure that someone else could replicate your study and, by applying the instrument in the exact same way, would achieve the same results. This is crucial to quantitative and scientific based research, but isn’t strictly the case with qualitative research given the subjective nature of the data.

With qualitative data, it’s important to emphasise that data was collected in a consistent way to avoid any distortions. For example, let’s say you’ve circulated a questionnaire to participants. You would want to ensure that every participant receives the exact same questionnaire with precisely the same questions and wording, unless different questionnaires are required for different members of the sample for the purposes of the research.

Ethical considerations

Any research involving human participants needs to consider ethical factors. In response, you need to show your markers that you have implemented the necessary measures to cover the relevant ethical issues. These are some of the factors that are typically included:

  • How did you gain the consent of participants, and how did you formally record this consent?
  • What measures did you take to ensure participants had enough understanding of their role to make an informed decision, including the right to withdraw at any stage?
  • What measures did you take to maintain the confidentiality of participants during the research and, potentially, for the write-up?
  • What measures did you take to store the raw data and protect it from external access and use prior to the write-up?

These are only a few examples of the ethical factors you need to write about in your methodology. Depending on the nature of your research, ethical considerations might form a significant part of your methodology chapter, or may only constitute a few sentences. Either way, it’s imperative that you show your markers that you’ve considered the relevant ethical implications of your research.

Limitations

Don’t make the mistake of ignoring the limitations of your study (see the next tab, 'What to Avoid', for more on this) – it’s a common part of research and should be confronted. Limitations of research can be diverse, but tend to be logistical issues relating to time, scope and access . Whilst accepting that your study has certain limitations, the key is to put a positive spin on it, like the example below:

Despite having a limited sample size compared to other similar studies, the number of participants is enough to provide sufficient data, whilst the in-depth nature of the interviews facilitates detailed responses from participants.

  • Bui, Y. N. (2014) How to Write a Master’s Thesis. 2dn Edtn. Thousand Oaks, CA: Sage.
  • Guba, E. G. and Lincoln, Y. S. (1994) ‘Competing paradigms in qualitative research’, in Denzin, N. K. and Lincoln, N. S. (eds.) Handbook of Qualitative Research. Thousand Oaks, CA: Sage, pp. 105-117.
  • Salkind, N. J. (2011) ‘Internal and external validity’, in Moutinho, L. and Hutchenson, G. D. (eds.) The SAGE Dictionary of Quantitative Management Research . Thousand Oaks, CA: Sage, pp. 147-149.
  • Saunders, M., Lewis, P. and Thornhill, A. (2007) Research Methods for Business Students . 4th Edtn. Harlow: Pearson.

What to avoid

This portion of the guide will cover some common missteps you should try to avoid in writing your methodology.

Ignoring limitations

It might seem instinctive to hide any flaws or limitations with your research to protect yourself from criticism. However, you need to highlight any problems you encountered during the research phase, or any limitations with your approach. Your markers are expecting you to engage with these limitations and highlight the kind of impact they may have had on your research.

Just be careful that you don’t overstress these limitations. Doing so could undermine the reliability and validity of your results, and your credibility as a researcher.

Literature review of methods

Don’t mistake your methodology chapter as a detailed review of methods employed in other studies. This level of detail should, where relevant, be incorporated in the literature review chapter, instead (see our Writing the Literature Review guide ). Any reference to methodological choices made by other researchers should come into your methodology chapter, but only in support of the decisions you made.

Unnecessary detail

It’s important to be thorough in a methodology chapter. However, don’t include unnecessary levels of detail. You should provide enough detail that allows other researchers to replicate or adapt your study, but don’t bore your reader with obvious or extraneous detail.

Any materials or content that you think is worth including, but not essential in the chapter, could be included in an appendix (see definition). These don’t count towards your word count (unless otherwise stated), and they can provide further detail and context for your reader. For instance, it’s quite common to include a copy of a questionnaire in an appendix, or a list of interview questions.

Q: Should the methodology be in the past or present tense?

A: The past tense. The study has already been conducted and the methodological decisions have been implemented, meaning the chapter should be written in the past tense. For example...

Data was collected over the course of four weeks.

I informed participants of their right to withdraw at any time.

The surveys included ten questions about job satisfaction and ten questions about familial life (see Appendix).

Q: Should the methodology include secondary literature?

A: Yes, where relevant. Unlike the literature review, the methodology is driven by what you did rather than what other people have done. However, you should still draw on secondary sources, when necessary, to support your methodological decisions.

Q: Do you still need to write a methodology for secondary research?

A: Yes, although it might not form a chapter, as such. Including some detail on how you approached the research phase is always a crucial part of a dissertation, whether primary or secondary. However, depending on the nature of your research, you may not have to provide the same level of detail as you would with a primary-based study.

For example, if you’re analysing two particular pieces of literature, then you probably need to clarify how you approached the analysis process, how you use the texts (whether you focus on particular passages, for example) and perhaps why these texts are scrutinised, as opposed to others from the relevant literary canon.

In such cases, the methodology may not be a chapter, but might constitute a small part of the introduction. Consult your supervisor for further guidance.

Q: Should the methodology be in the first-person or third?

A: It’s important to be consistent , so you should use whatever you’ve been using throughout your dissertation. Third-person is more commonly accepted, but certain disciplines are happy with the use of first-person. Just remember that the first-person pronoun can be a distracting, but powerful device, so use it sparingly. Consult your supervisor for further guidance.

It’s important to remember that all research is different and, as such, the methodology chapter is likely to be very different from dissertation to dissertation. Whilst this guide has covered the most common and essential layers featured in a methodology, your methodology might be very different in terms of what you focus on, the depth of focus and the wording used.

What’s important to remember, however, is that every methodology chapter needs to be structured in a linear, layered way that guides the reader through the methodological process in sequential order. Through this, your marker can see how certain decisions have impacted on others, showing your understanding of the research process.

Here’s a final checklist for writing your methodology. Remember that not all of these points will be relevant for your methodology, so make sure you cover whatever’s appropriate for your dissertation. The asterisk (*) indicates any content that might not be relevant for your dissertation. You can download a copy of the checklist to save and edit via the Word document, below.

  • Methodology self-evaluation checklist

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How to Write Your Dissertation Methodology

What Is a Dissertation Methodology?

How to choose your methodology, final thoughts, how to write your dissertation methodology.

Updated September 30, 2021

Edward Melett

Due to the complexities of the different research methods, writing your dissertation methodology can often be the most challenging and time-consuming part of your postgraduate dissertation .

This article focuses on the importance of writing a good PhD or master's dissertation methodology – and how to achieve this.

A postgraduate dissertation (or thesis) is usually formed of several detailed sections, including:

Abstract – A summary of your research topic.

Introduction – Provides background information on your topic, putting it into context. You will also confirm the main focus of your study, explain why it will add value to your area of interest and specify your key objectives.

Literature Review – A critical review of literature that relates to your chosen research topic. You will also need to identify which gap in the literature your study aims to address.

Methodology – Focuses on the research methods used within your research.

Results – Used to report on your main findings and how these relate to your research question.

Conclusion – Used to confirm the answer to your main research question, reflect on the research process and offer recommendations on future research.

The dissertation methodology forms the skeleton of any research project. It provides the reader with a clear outline of the methods you decided to use when carrying out your research.

By studying your dissertation methodology, the reader will be able to assess your research in terms of its validity and reliability.

In line with the outline given above, the methodology chapter usually appears after the literature review . Your methodology should be closely linked to the research that you conducted as part of this review, as well as the questions you aim to answer through your research and analysis.

Taking the time to find out about the different types of research available to you will allow you to identify any potential drawbacks to the method you have chosen to use. You should then be able to make allowances or adjustments to address these when it comes to carrying out your research.

phd methodology chapter example

Choosing your methodology will largely depend on the discipline of the qualification you are studying for and the question your dissertation will seek to answer. In most cases, you will use quantitative or qualitative research methods, although some projects will benefit from using a combination of both.

Quantitative research methods are used to gather numerical information. This research method is particularly useful if you are seeking to count, categorise, measure or identify patterns in data. To collect quantitative data, you might choose to conduct experiments, tests or surveys.

Qualitative research methods are used to gather non-statistical data. Instead of using numbers to create charts or graphs, you will need to categorise the information according to identifiers. This research method is most useful if you are seeking to develop a hypothesis. To collect qualitative data, you might choose to conduct focus groups, interviews or observations.

What to Include in Your Dissertation Methodology

Below is a dissertation methodology example to show you what information to include:

You will need to reiterate your research topic or question and give an overview of how you plan to investigate this. If there were any ethical or philosophical considerations to be made, give details.

For example, you may have sought informed consent from the people taking part in interviews or surveys.

Outline of the Methods Chosen

Confirm whether you have chosen to use quantitative research, qualitative research or a combination of both.

When choosing between qualitative and quantitative research methods, you will need to carry out initial literature and textbook research to establish the standard research methods that are normally used within your chosen area of research.

If you are not sure where to start, you could visit the library at your college or university and ask one of the librarians to help you to identify the most relevant texts.

Explanation of the Methods Chosen

Explain your rationale for selecting your chosen research methods. You should also give an overview of why these were more appropriate than using another research method.

Think about where and when the research took place and who was involved. For example, this might include information on the venue used for interviews or focus groups, dates and timescales, and whether participants were part of a particular demographic group.

Here are some examples of the type of information you may wish to include:

Qualitative Research Methods

Personal observations – Where and when did you conduct the observations? Who did you observe? Were they part of a particular community or group? How long did each observation take? How did you record your findings – did you collect audio recordings, video footage or written observations?

Focus groups – Where and when did the focus group take place? Who was involved? How were they selected? How many people took part? Were the questions asked structured, unstructured or semi-structured? Remember to include a copy of the questions that were used as an appendix.

Interviews – Where and when did the interviews take place? Who took part? How did you select the participants? What type of questions did you ask? How did you record your findings? Remember to include a copy of the questions that were used as an appendix.

The researcher’s objective was to find out customer perceptions on improving the product range currently offered by Company Y. Semi-structured interviews were held with 15 returning customers from the key target demographic for Company Y (18- to 35-year-olds). For research purposes, a returning customer was defined as somebody who purchased products from Company Y at least two times per week during the past three months. The interviews were held in an office in the staff area of the retail premises. Each interview lasted approximately 25 minutes. Responses were recorded through note-taking as none of the respondents wished to give their consent to be filmed.

Quantitative Research Methods

Existing information or data – What were the sources of the material used? How did you select material? Did you only use data published within a particular time frame?

Experiments – What tools or equipment did you use? What techniques were required? Note that when conducting experiments, it is particularly important to provide enough information to allow another researcher to conduct the experiment and obtain the same results.

Surveys – Were respondents asked to answer multiple-choice questions or complete free-text fields? How many questions were used? How long were people given to answer all of the questions? What were the demographics of the participants? Remember to include a copy of the survey in the appendices.

The survey was made up of 10 multiple-choice questions and 5 questions to be rated using a 5-point Lickert scale. The objective was to have 250 customers of Company Z complete the survey at the Company Z HQ between 1st and 5th February 2019, between the hours of 12 p.m. and 5 p.m. For research purposes, a customer was defined as any person who had purchased a product from Company Z during 2018. Customers completing the survey were allowed a maximum of 10 minutes to answer all of the questions. 200 customers responded, however not all of the surveys were completed in full, so only 150 survey results were able to be used in the data analysis.

How Was the Data Analysed?

If you have chosen to use quantitative research methods, you will need to prepare the data before analysing it – for example, you will need to check for variables, missing data and outliers. If you have used computer software to aid with analysis, information on this should also be included.

For qualitative data, you will need to categorise and code the ideas and themes that are identified from the raw data. You may also need to use techniques such as narrative analysis or discourse analysis to interpret the meaning behind responses given.

What Materials and Equipment Were Used During the Research?

This could include anything from laboratory equipment used in a scientific experiment to computer software used to analyse the results.

Were There Any Hurdles or Difficulties Faced During the Research?

If so, what were they and how did you manage to overcome them? This could be anything from difficulties in finding participants, problems obtaining consent or a shortage of the required resources needed to conduct a scientific experiment.

This paragraph should be used to evaluate the research you have conducted and justify your reasons for choosing this approach.

You do not need to go into great detail, as you will present and discuss your results in-depth within your dissertation’s ‘Results’ section.

You will need to briefly explain whether your results were conclusive, whether there were any variables and whether your choice of methodology was effective in practice.

phd methodology chapter example

Tips for Writing Your Dissertation Methodology

The objective for the methodology is not only to describe the methods that you used for your research. You will also need to demonstrate why you chose to use them and how you applied them.

The key point is to show that your research was conducted meticulously.

Try to keep your writing style concise and clear; this will ensure that it is easy for the reader to understand and digest.

Here are five top tips to consider when writing your dissertation methodology:

1. Look at Other Methodology Sections

Ask your supervisor to provide you with a few different examples of previously written dissertations. Reading through methodologies that have been written by past students will give you a good idea of what your finished methodology section should look like.

2. Plan Your Structure

Whichever research methods you have chosen to use, your dissertation methodology should be a clearly structured, well written section that gives a strong and justified argument for your chosen research methods.

You may wish to use headings such as:

  • Research methods
  • Explanation of research methods chosen
  • Data analysis and references

Once you have drafted an outline, ask your supervisor for advice on whether there is anything you have missed and whether your structure looks logical.

3. Consider Your Audience

When writing your methodology, have regard for the people who are likely to be reading it. For example, if you have chosen to use research methods that are commonly chosen within your area of research or discipline, there is no need to give a great deal of justification or background information.

If you decide to use a less popular approach, it is advisable to give much more detailed information on how and why you chose to use this method.

4. Remain Focused on Your Aims and Research Questions

Your dissertation methodology should give a clear indication as to why the research methods you have chosen are suitable for the aims of your research.

When writing your dissertation methodology, ensure that you link your research choices back to the overall aims and objectives of your dissertation. To help you to remain focused, it can be helpful to include a clear definition of the question you are aiming to answer at the start of your methodology section.

5. Refer to Any Obstacles or Difficulties That You Dealt With

If you faced any problems during the data collection or analysis phases, use the methodology section to talk about what you did to address these issues and minimise the impact.

Whether you are completing a PhD or master's degree, writing your thesis or dissertation methodology is often considered to be the most difficult and time-consuming part of completing your major research project.

The key to success when writing a methodology section is to have a clear structure. Remember, the purpose of the methodology section of your research project is to ensure that the reader has a full understanding of the methods you have chosen.

You should use your methodology section to provide clear justification as to why you have chosen a particular research method instead of other potential methods. Avoid referring to your personal opinions, thoughts or interests within your methodology; keep the information that you include factual and ensure that everything is backed up by appropriate academic references.

You might also be interested in these other Wikijob articles:

How to Write a Dissertation Proposal

Or explore the Postgraduate / PHD sections.

PhD Centre

Sample PhD Research Methodology Chapter

1.0 introduction.

This chapter designs a comprehensive research methodology tailored to the aim and objectives of the study. Specifically, the research methodology chapter is responsible for explaining the philosophical underpinnings, as well as explaining their role in examining the selected research phenomenon. Second, the researcher’s philosophical orientation is explained and the rationale for the chosen methods is provided. Finally, this chapter defends the selected data collection instruments and analysis procedures, paying close attention to their advantages and limitations. Ethical issues and methodological limitations are covered in the end.

2.0 Ontological Perspective

The process of designing a research methodology starts with the branch of ontology, which is primarily concerned with what exists in the human world and what knowledge could be acquired about this world (Anfara & Mertz, 2014). With the help of ontology, researchers can recognise the extent to which the objects they are researching are ‘real’ and what ‘truth claims’ can be made about these objects (Chawla & Sodhi, 2011). The spectrum of ontological stances ranges from naïve realism to relativism; the former assumes that there is a single reality, which could be understood using appropriate research methods, whereas the latter implies that realities exist as multiple mental constructions that change depending on the subject and context in which they exist (Crotty, 2020).

This study follows a bounded relativist position, according to which there is one shared reality within a bounded group (Easterby-Smith et al., 2012). This choice has been made because organisational culture is a context-specific phenomenon, meaning each organisation has its own culture that is manifested in its values, artefacts, stories, and symbols (Kumar, 2014). The existing literature shows that organisational culture is something that is shared by all employees, suggesting there is a single reality within this group (Crotty, 2020). Although there may be outliers, organisational culture is often viewed as the glue that connects the employees of the same organisation and communicates the reality in which they exist.

3.0 Epistemological Perspective

Having identified how ‘things’ are, it is relevant to identify how the researcher creates knowledge by selecting and justifying an epistemological stance. The methodology literature distinguishes between three major epistemological positions, depending on the relationship between the object and the subject (Anfara & Mertz, 2014). Objectivism implies that meaning exists within an object and there is an objective reality that exists independently of the subject (Dew & Foreman, 2020). On the other end of the spectrum lies subjectivism, according to which it is the subject that creates meaning and imposes it on an object (Saunders & Lewis, 2014). Finally, constructionism is a more balanced epistemological position, where the interplay between the subject and the object creates meaning but the reality of the object is still constructed by the subject (Kumar, 2008).

Since the phenomenon of organisational culture exists independently from the researcher, this study is in keeping with the constructionist stance, which allows for generating a contextual understanding of organisational culture and its role in employees’ well-being perception in the selected company. On the one hand, each employee has their views, values, and beliefs, which inevitably affect their perception of well-being (Pruzan, 2016). This fact implies that multiple realities are likely to exist, which are shaped and formed by the company’s employees, as well as the meanings they attach to the world in general and their employer’s organisational culture, in particular (Dew & Foreman, 2020). Still, since the researcher attempts to establish the relationship between organisational culture and employees’ perceptions of well-being and achieve an adequate level of generalisation, the adoption of subjectivist epistemology seems counterproductive. In turn, objectivism fully excludes the possibility of the existence of multiple sources of meaning, which explains why this epistemology has not been adopted either (Chawla & Sodhi, 2011).

4.0 Theoretical Perspective

The next step in designing a comprehensive research methodology would be to have a look at the researcher’s philosophical orientation that guides their action (Creswell & Creswell, 2017). Per Singh and Nath (2010), all theoretical perspectives could be broadly divided into two groups, namely those that are applied to predict the phenomenon in question and those that help in getting a better understanding of this phenomenon. Since this study is focused on the establishment of the relationship between organisational culture and employees’ well-being perceptions, using more than one method to identify the valid and logical truth seems reasonable. Therefore, the theoretical perspective of post-positivism, according to which a valid belief could be properly identified only using multiple methods because all methods are imperfect, has been selected (Anfara & Mertz, 2014). The research design of this study, including its ontological and epistemological standpoints, is presented as follows.

Figure 1: Research Design

phd methodology chapter example

Source: Constructed for this study

Post-positivism can be viewed as a natural evolution of the positivist theoretical stance, primarily driven by the growing complexity of the social sciences, which requires examining social phenomena from multiple vantage points to make relevant and accurate predictions (Khan, 2011). As previously noted, employees’ values, attitudes, and beliefs, which form their realities and affect their perceptions of well-being in the organisational context, make this social phenomenon multifaceted and complex (Bryman & Bell, 2015). That is why using several methods is expected to help the researcher decipher this relationship and possibly extrapolate the produced findings to different contexts (Daniel & Sam, 2011). While post-positivism is less rigorous and ‘scientific’ as compared to positivism, some scholars argue that the social world is too complex to be explained by applying natural science methods. Interpretations of reality cannot be isolated from the cultural and social context, in which the research phenomenon is taking place (Easterby-Smith et al., 2012). Still, the application of natural science methods enables the researcher to identify certain patterns, allowing for examining the relationship between organisational culture and employees’ well-being perceptions in more detail.

5.0 Methodology

Based on the above explanation and justification, this doctoral project follows a mixed-method approach, which implies the collection and analysis of qualitative and quantitative data within the same study (Singh & Nath, 2010). A mixed-method research design enables the researcher to obtain data using multiple data collection instruments, adding to the breadth of this investigation and allowing for assessing the relationship between organisational culture and employees’ perceptions of well-being more comprehensively (Cohen et al., 2017). With that being stated, following a mono method can ensure a much higher level of detalisation as compared to a mixed-method approach (Howell, 2012). Still, within the organisational context, different truths are likely to exist among different stakeholder groups, which substantiates the need to examine and compare these truths in order to identify how they are similar or different (Daniel & Sam, 2011).

This project follows the research strategy of a case study, which enables the researcher to develop an in-depth description of the target organisation and its culture. One of the main advantages of this strategy is that it implies using multiple data collection techniques, which goes in keeping with the selected research design (Bryman & Bell, 2015). Although the case study strategy does not represent the world, it focuses on a single case in relation to the selected research problem and illustrates the contextualised case of the relationship between corporate culture and employee perceptions (Singh & Nath, 2010). Although some scholars believe that case studies have limited generalisation because they are primarily focused on a single object or case, it is still possible to compare the case study findings to existing theory and, hence, provide broader implications to similar contexts outside the selected case (Yin, 2014). Since this project not only draws on existing theory but also attempts to come up with a new theory linking organisational culture to employee well-being in the workplace, it incorporates certain aspects of both inductive and deductive approaches (Pruzan, 2016).

6.0 Data and Methods of Collection

Two primary data collection methods, namely self-administered questionnaires and semi-structured interviews have been selected for this study. The former method implies collecting primary quantitative data from individuals who self-report their perceptions of and attitudes towards the research phenomenon (Singh, 2010). In turn, in semi-structured interviews, a researcher asks questions within a predetermined thematic framework but the questions are not set in order or phrasing (Billups, 2019). Self-administered questionnaires have been selected because they not only enable the researcher to obtain a large amount of primary data in a short period. They also generate primary data that could easily be quantified and processed graphically and statistically, which goes in keeping with the post-positivist nature of this study (Saunders & Lewis, 2014). In turn, semi-structured interviews allow for generating highly detailed data that answers the ‘why’ and ‘how’ questions, leading to more comprehensive and detailed research findings (Cohen et al., 2017).

The decision to incorporate both self-administered questionnaires and semi-structured interviews in the research design allows for offsetting the drawbacks of each of these data collection instruments. For example, in questionnaire surveys, respondents’ answers are usually limited to a set of predefined, concise response options, which may not necessarily reflect how they feel about certain things (Novikov & Novikov, 2013). Concurrently, during interviews, interviewees can provide whatever responses they want, regardless of their length or content. At the same time, interviews are commonly considered a time-consuming data collection procedure (Carson et al., 2001). Due to this reason, as well as potential access issues, it is problematic to engage a relatively large number of individuals in interviews. Alternatively, questionnaires can be distributed among a sizeable population of social actors in a fraction of the time needed to conduct an interview (Daniel & Sam, 2011). Therefore, by utilising both self-administered questionnaires and semi-structured interviews, it is possible to make the most of these instruments while overcoming their drawbacks.

7.0 Sampling

For this study, two samples were drawn to approach the relationship between corporate culture and employees’ perceptions of well-being from different vantage points. First, judgemental sampling, a non-probability sampling technique where units to be sampled are selected by the researcher based on their professional judgement, was chosen to approach the most knowledgeable and experienced managers of the target company (Creswell & Creswell, 2017). While the researcher was not intended to cap the number of interviewees included in the sample, a total of 14 top managers agreed to participate. The selection of this sampling strategy is explained by its ability to ensure a deep focus on the researched phenomenon because the interviewees exist in the same context and share similar opinions and values. In turn, managers were selected because they are expected to have a more profound knowledge of the selected company’s organisational culture and its nuances than their subordinates. Interviews were conducted online using Zoom.

Second, the researcher followed the strategy of convenience sampling, which allows for collecting research data from the most easily accessed respondents, to draw a questionnaire survey sample (Gray, 2017). At this point, around 760 employees of the target multinational company were contacted via social media platforms and asked to participate. According to the existing methodology literature, the sample size plays a crucial role when it comes to data validity and reliability, which explains why the researcher intended to include as many employees in the sample as possible (Easterby-Smith et al., 2012). 549 questionnaires were returned to the researcher, out of which 32 were excluded due to missing values. Therefore, the questionnaire survey sample consisted of 517 participants. This sample size should be enough to ensure an adequate level of validity and reliability and make sure the produced findings are generalisable to a certain extent (Dew & Foreman, 2020). All questionnaires were distributed online using Google Forms.

8.0 Analysis Strategy

As previously noted, post-positivist studies tend to use multiple methods, which translates into employing several analysis instruments within the same research project (Novikov & Novikov, 2013). This study is not the exception to this rule. The primary data obtained using self-administered questionnaires was processed both graphically and statistically. This data was quantified by assigning a code (e.g., ‘1’, ‘2’, ‘3’, ‘4’, etc.) to each response and inserting the constructed set of raw data in Microsoft Excel, which was also used to design charts and graphs. The quantified data was then inserted into an SPSS spreadsheet to make it suitable for statistical analysis. Descriptive statistics and linear regression were used to analyse the primary quantitative data and establish the relationship between organisational culture and employees’ perceptions of well-being and test the Null Hypothesis and Hypothesis 1 presented in Chapter 2. In addition, the analysis of variance (ANOVA) was conducted to test Hypothesis 2 and identify whether those employees who belonged to an older generation perceived the role of organisational culture in their well-being differently than their young colleagues. The key methodological choices, including analysis methods, are presented as follows.

Figure 2: Methodological Choices

phd methodology chapter example

The researcher also used a content analysis technique to process the primary data generated by the interviewees. Unlike graphical or statistical analyses, the content analysis does not demonstrate cause-and-effect links between variables but rather enables the researcher to get a deeper understanding of interviewees’ perceptions, feelings, and lived experiences (Carson et al., 2001). The recorded interviews were first converted into text transcripts using word processing software. Afterwards, the transcribed data was processed by NVivo to create codes and nodes according to the main themes of this project, such as ‘organisational culture’, ‘employee well-being’, ‘work-life balance’, ‘employee recognition’, and ‘job satisfaction’. This software was also used to identify the frequency of the aforementioned themes and other tendencies in the interviewees’ responses.

9.0 Ethical Issues

Before obtaining primary data from the participants, they were provided with an information sheet that covered all the important aspects of this project, including its aim and objectives, anticipated outcomes, and research procedure (Saunders & Lewis, 2014). Informed consent was obtained from each potential interviewee and survey participant to make sure their participation was voluntary. They were explicitly communicated both verbally and in writing that they were able to withdraw from the data collection process at will. Moreover, this process was made fully anonymous to prevent the potential leakage of personal data and contribute to the participants’ intention to take part (Singh, 2010).

10.0 Methodological Limitations

Although the designed research methodology is characterised by a relatively high level of replicability, it could be argued that the adoption of bounded relativism does not add to the generalisability of the produced empirical outcomes (Daniel & Sam, 2011). The point is that the mental constructions of reality held by those managers and employees who participated in this project may not necessarily match one another, leading to multiple interpretations of how their well-being is affected by the employer’s organisational culture (Saunders & Lewis, 2014). Another limitation is that self-administered questionnaires significantly limit the researcher’s ability to decipher hidden meaning that exists in organisational practices and events, which makes this study biased towards making predictions rather than deepening our understanding of the research phenomenon (Novikov & Novikov, 2013).

11.0 Chapter Summary

Ontologically, this study is framed within bounded relativism, which implies that reality constructions exist within a boundary of a peculiar group. In turn, from an epistemological viewpoint, this project adopts constructionism and the post-positivist theoretical perspective. Since this study follows a mixed-method approach, the researcher obtained primary qualitative and quantitative data from 14 top managers and 517 employees of the target business entity by means of semi-structured interviews and self-administered questionnaires, respectively. The collected data was processed, thematically, graphically, and statistically using NVivo, Microsoft Excel, and SPSS.

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Billups, F. (2019). Qualitative Data Collection Tools: Design, Development, and Applications . SAGE.

Bryman, A., & Bell, E. (2015). Business research methods . OUP.

Carson, D., Gilmore, A., Perry, C., & Gronhaug, K. (2001). Qualitative Marketing Research . SAGE.

Chawla, D., & Sodhi, N. (2011). Research Methodology: Concepts and Cases . Vicas Publishing House.

Cohen, L., Manion, L., & Morrison, K. (2017). Research Methods in Education . Routledge.

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Crotty, M. (2020). The foundations of social research: Meaning and perspective in the research process . Routledge.

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Khan, J. (2011). Research methodology . APH Publishing.

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Pruzan, P. (2016). Research Methodology: The Aims, Practices and Ethics of Science . Springer.

Saunders, M., & Lewis, P. (2014). Doing Research in Business and Management: An Essential Guide to Planning Your Project . Pearson Education.

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Singh, Y., & Nath, R. (2010). Research methodology . APH Publishing.

Yin, R. (2014). Case study research: Design and methods . SAGE.

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    The goal is to describe the research process in its complexity, however keeping a clear and relatively concise style. Elements to be addressed in the chapter (the content may be presented in a different order): Study methodology and theoretical congruence. Explain why a qualitative study is the best methodology to respond to the research ...

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