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

Last updated

30 January 2024

Reviewed by

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

There’s general research planning; then there’s an official, well-executed research plan. Whatever data-driven research project you’re gearing up for, the research plan will be your framework for execution. The plan should also be detailed and thorough, with a diligent set of criteria to formulate your research efforts. Not including these key elements in your plan can be just as harmful as having no plan at all.

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

  • What is a research plan?

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

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

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

  • Why do you need a research plan?

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

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

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

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

Project organization and structure

Well-informed participants

All stakeholders and teams align in support of the project

Clearly defined project definitions and purposes

Distractions are eliminated, prioritizing task focus

Timely management of individual task schedules and roles

Costly reworks are avoided

  • What should a research plan include?

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

Specific project goals and individual objectives

Ideal strategies or methods for reaching those goals

Required resources

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

Key performance indicators (KPIs)

Project background

Research and testing support

Preliminary studies and progress reporting mechanisms

Cost estimates and change order processes

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

  • How to write a research plan for your project

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

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

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

Define your project’s purpose

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

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

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

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

What you’re doing

Why you’re doing it

What you expect from it

Identify individual objectives

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

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

Select research methods

Research methods might include any of the following:

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

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

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

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

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

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

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

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

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

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

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

What do you plan to do with the research findings?

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

Recruit participants and allocate tasks

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

Prepare a thorough project summary

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

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

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

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

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

Create a realistic timeline

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

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

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

Determine how to present your results

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

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

Presentations and slides

A project report booklet

A project findings pamphlet

Documents with key takeaways and statistics

Graphic visuals to support your findings

  • Format your research plan

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

Find format inspiration among the following layouts:

Written outlines

Narrative storytelling

Visual mapping

Graphic timelines

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

  • Research plan example

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

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

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

Project title

Project members involved in the research plan

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

Objective 1 (provide a short description for each objective)

Objective 2

Objective 3

Proposed timeline

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

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

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

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

Customizing a research plan template

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

Introductions to participants and stakeholders

Background problems and needs statement

Significance, ethics, and purpose

Research methods, questions, and designs

Preliminary beliefs and expectations

Implications and intended outcomes

Realistic timelines for each phase

Conclusion and presentations

How many pages should a research plan be?

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

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

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

What are the seven steps to developing a research plan?

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

Defining the problem

Identifying goals

Choosing research methods

Recruiting participants

Preparing the brief or summary

Establishing task timelines

Defining how you will present the findings

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Research Design | Step-by-Step Guide with Examples

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

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

  • Your overall aims and approach
  • The type of research design you’ll use
  • Your sampling methods or criteria for selecting subjects
  • Your data collection methods
  • The procedures you’ll follow to collect data
  • Your data analysis methods

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

Table of contents

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

  • Introduction

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

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

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

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

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

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

Practical and ethical considerations when designing research

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

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

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

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

Types of quantitative research designs

Quantitative designs can be split into four main types. Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships, while descriptive and correlational designs allow you to measure variables and describe relationships between them.

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

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

Types of qualitative research designs

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

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

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

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

Defining the population

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

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

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

Sampling methods

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

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

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

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

Case selection in qualitative research

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

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

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

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

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

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

Survey methods

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

Observation methods

Observations allow you to collect data unobtrusively, observing characteristics, behaviours, or social interactions without relying on self-reporting.

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

Other methods of data collection

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

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

Secondary data

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

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

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

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

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

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

Operationalisation

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

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

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

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

Reliability and validity

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

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

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

Sampling procedures

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

That means making decisions about things like:

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

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

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

Data management

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

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

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

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

Quantitative data analysis

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

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

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

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

Using inferential statistics , you can:

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

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

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

Qualitative data analysis

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

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

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

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

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

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

Operationalisation means turning abstract conceptual ideas into measurable observations.

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

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

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

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

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FLEET LIBRARY | Research Guides

Rhode island school of design, create a research plan: research plan.

  • Research Plan
  • Literature Review
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A research plan is a framework that shows how you intend to approach your topic. The plan can take many forms: a written outline, a narrative, a visual/concept map or timeline. It's a document that will change and develop as you conduct your research. Components of a research plan

1. Research conceptualization - introduces your research question

2. Research methodology - describes your approach to the research question

3. Literature review, critical evaluation and synthesis - systematic approach to locating,

    reviewing and evaluating the work (text, exhibitions, critiques, etc) relating to your topic

4. Communication - geared toward an intended audience, shows evidence of your inquiry

Research conceptualization refers to the ability to identify specific research questions, problems or opportunities that are worthy of inquiry. Research conceptualization also includes the skills and discipline that go beyond the initial moment of conception, and which enable the researcher to formulate and develop an idea into something researchable ( Newbury 373).

Research methodology refers to the knowledge and skills required to select and apply appropriate methods to carry through the research project ( Newbury 374) .

Method describes a single mode of proceeding; methodology describes the overall process.

Method - a way of doing anything especially according to a defined and regular plan; a mode of procedure in any activity

Methodology - the study of the direction and implications of empirical research, or the sustainability of techniques employed in it; a method or body of methods used in a particular field of study or activity *Browse a list of research methodology books  or this guide on Art & Design Research

Literature Review, critical evaluation & synthesis

A literature review is a systematic approach to locating, reviewing, and evaluating the published work and work in progress of scholars, researchers, and practitioners on a given topic.

Critical evaluation and synthesis is the ability to handle (or process) existing sources. It includes knowledge of the sources of literature and contextual research field within which the person is working ( Newbury 373).

Literature reviews are done for many reasons and situations. Here's a short list:

Sources to consult while conducting a literature review:

Online catalogs of local, regional, national, and special libraries

meta-catalogs such as worldcat , Art Discovery Group , europeana , world digital library or RIBA

subject-specific online article databases (such as the Avery Index, JSTOR, Project Muse)

digital institutional repositories such as Digital Commons @RISD ; see Registry of Open Access Repositories

Open Access Resources recommended by RISD Research LIbrarians

works cited in scholarly books and articles

print bibliographies

the internet-locate major nonprofit, research institutes, museum, university, and government websites

search google scholar to locate grey literature & referenced citations

trade and scholarly publishers

fellow scholars and peers

Communication                              

Communication refers to the ability to

  • structure a coherent line of inquiry
  • communicate your findings to your intended audience
  • make skilled use of visual material to express ideas for presentations, writing, and the creation of exhibitions ( Newbury 374)

Research plan framework: Newbury, Darren. "Research Training in the Creative Arts and Design." The Routledge Companion to Research in the Arts . Ed. Michael Biggs and Henrik Karlsson. New York: Routledge, 2010. 368-87. Print.

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  • How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on October 12, 2022 by Shona McCombes and Tegan George. Revised on November 21, 2023.

Structure of a research proposal

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

  • Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organized and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, other interesting articles, frequently asked questions about research proposals.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

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Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

  • Example research proposal #1: “A Conceptual Framework for Scheduling Constraint Management”
  • Example research proposal #2: “Medical Students as Mediators of Change in Tobacco Use”

Like your dissertation or thesis, the proposal will usually have a title page that includes:

  • The proposed title of your project
  • Your supervisor’s name
  • Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

  • Introduce your topic
  • Give necessary background and context
  • Outline your  problem statement  and research questions

To guide your introduction , include information about:

  • Who could have an interest in the topic (e.g., scientists, policymakers)
  • How much is already known about the topic
  • What is missing from this current knowledge
  • What new insights your research will contribute
  • Why you believe this research is worth doing

As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

  • Comparing and contrasting the main theories, methods, and debates
  • Examining the strengths and weaknesses of different approaches
  • Explaining how will you build on, challenge, or synthesize prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasize again what you aim to contribute and why it matters.

For example, your results might have implications for:

  • Improving best practices
  • Informing policymaking decisions
  • Strengthening a theory or model
  • Challenging popular or scientific beliefs
  • Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

  • Cost : exactly how much money do you need?
  • Justification : why is this cost necessary to complete the research?
  • Source : how did you calculate the amount?

To determine your budget, think about:

  • Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
  • Materials : do you need access to any tools or technologies?
  • Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

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

Methodology

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

 Statistics

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

Research bias

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

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

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How to plan a research project

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

by Brooke Harrington   + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):
Publication date:
Title of book, chapter, or article:
If a chapter or article, title of journal or book where they appear:
Brief description of this work, including main findings and methods ( c 75 words):
Summary of how this work contributes to your project ( c 75 words):
Brief description of the implications of this work ( c 25 words):
Identify any gap or controversy in knowledge this work points up, and how your project could address those problems ( c 50 words):

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

place where research and planning is done

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To better face an imperfect world, try a deeper reflection on the things, people and legacies that make your life possible

by Avram Alpert

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Have you hit an impasse in your personal or professional life? Answer these questions to open your mind to what’s possible

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This philosopher’s introduction to the nature of time could radically alter how you see your past and imagine your future

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Driving Discovery: How to Create an Effective Research Plan

September 23, 2023 - 10 min read

Wrike Team

When embarking on a research project , having a well-thought-out research plan is crucial to driving discovery and achieving your objectives. In this article, we will explore the importance of a research plan, the key benefits it offers, the essential components of an effective research plan, the steps to create one, and tips for implementing it successfully.

Understanding the Importance of a Research Plan

A research plan serves as a roadmap that guides your investigation and ensures that you stay focused and on track. It outlines the objectives, questions, and methods that will shape your research and enable you to make meaningful discoveries.

Imagine embarking on a research journey without a plan. You would be wandering aimlessly, unsure of where to focus your attention and resources. A research plan acts as a compass, guiding you towards the most promising avenues of exploration. It helps you formulate research questions that are relevant and meaningful, so that your study contributes to the existing body of knowledge in a significant way.

Key Benefits

A well-structured research plan offers several benefits besides guiding your investigation.

  • Clarify your research goals and align them with your overarching research objectives. You want your study to remain focused and avoid unnecessary detours.
  • Organize your research process, so that you cover all the necessary steps and avoid potential pitfalls. Break down your research into manageable tasks, allowing you to allocate your time and resources effectively. 
  • Secure funding and gain the support of stakeholders. When applying for grants or seeking approval for your research project, a comprehensive and compelling research plan can make all the difference. It provides a clear overview of your study's objectives, methods, and expected outcomes, demonstrating the potential impact of your research.

Essential Components 

When creating a research plan, certain components should be included to ensure its effectiveness. These components serve as building blocks that shape the overall structure and content of your plan.

Team collaborating at a table

Defining Your Research Objectives

The first step in creating an effective research plan is to clearly define your research objectives. These objectives should be specific, measurable, attainable, relevant, and time-bound (SMART). By setting SMART research objectives, you provide a clear purpose for your investigation and establish criteria by which you can evaluate its success.

Defining research objectives is crucial because it helps researchers stay focused and avoid getting lost in the vast sea of information. It provides a sense of direction and purpose, so that every step taken during the research process contributes to achieving the desired outcomes. Without well-defined objectives, researchers may find themselves overwhelmed and unable to make meaningful progress.

Identifying Your Research Questions

In addition to defining your research objectives, it is crucial to identify the research questions that will guide your investigation. These should be focused and address the specific aspects you aim to explore. By formulating precise research questions, you narrow down your research scope and provide a framework for gathering and analyzing data.

Remember that research questions serve as a compass, guiding researchers through the vast landscape of information. They help researchers stay on track and ensure that their efforts are aligned with the overall objectives of the study. Well-crafted research questions also enable them to delve deeper into specific areas of interest, uncovering valuable insights that contribute to the existing body of knowledge.

Choosing the Right Research Methodology

The selection of an appropriate research methodology is another vital component of an effective research plan. The methodology you choose should be aligned with your research objectives and questions, enabling you to gather and analyze data effectively. Whether quantitative or qualitative, your chosen methodology should provide reliable and valid results that contribute to driving your research forward.

Choosing the right research methodology is like selecting the right tools for a construction project. Each methodology has its strengths and limitations, and understanding these nuances is crucial for conducting a successful study. The decision that researchers make will impact the data collection techniques, analysis methods, and overall validity of the study.

Steps to Create a Comprehensive Research Plan

Now that we understand the essential components of a research plan, let's dive into the steps to create a comprehensive one.

Setting Your Research Goals

The first step in creating a research plan is to set clear and concise research goals. These goals serve as the guiding principles of the research and provide a framework for the investigation. When setting research goals, align them with the research objectives, so that the plan remains focused and purposeful. 

Don't forget that research goals can vary depending on the nature of the study. They can be broad, encompassing the overall aims of the research, or specific, focusing on particular aspects or variables. Regardless of their scope, research goals play a vital role in shaping the research plan and determining the path to be followed.

Conducting a Literature Review

A comprehensive literature review is crucial for building a solid foundation for your research plan. During this process, researchers explore various sources such as academic journals, books, conference proceedings, and online databases to gather relevant information. They critically analyze and synthesize the findings from previous studies, to identify gaps, inconsistencies, and areas that require further investigation. This process helps researchers refine their research questions, develop hypotheses, and select appropriate research methods.

Moreover, a literature review allows researchers to identify key theories, concepts, and methodologies that are relevant to their research. It helps them establish the theoretical framework for their study, providing a solid basis for data collection and analysis. By conducting a thorough literature review, researchers guarantee that their research plan is grounded in existing knowledge and contributes meaningfully to the field.

Designing Your Research Strategy

Once you have set your research goals and conducted a thorough literature review, it's time to design your research strategy. This step involves making important decisions regarding research questions, research methods, and data collection and analysis procedures.

  • Carefully consider various factors, such as the research goals, the nature of the research problem, the available resources, and ethical considerations. Determine the most appropriate research questions that align with the research goals and can be effectively addressed through the chosen research methods.
  • Select the most suitable research methods to collect and analyze data. This can involve qualitative methods such as interviews, observations, or focus groups, or quantitative methods such as surveys or experiments. The choice of research methods depends on the research objectives, the nature of the research problem, and the available resources.
  • Outline the data collection and analysis procedures. This means determining the sample size, developing data collection instruments, and devising data analysis techniques. A well-designed research strategy ensures that researchers gather the necessary data to address their research questions effectively and draw meaningful conclusions.

Work plan on the board

Tips for Implementing Your Research Plan

Creating a research plan is just the first step; successful implementation is equally important. Here are some tips to help you implement your research plan effectively.

Ensuring Flexibility 

While a research plan provides a structured roadmap, it is essential to remain flexible throughout the research process. Unexpected challenges and discoveries may require adjustments to your plan. By maintaining flexibility, you can adapt to changing circumstances and make the most of unforeseen opportunities.

Imagine you are conducting a research study on the impact of climate change on coral reefs. Your initial plan may involve collecting data from a specific location over a six-month period. However, during the course of your research, you may discover a new coral species that is particularly vulnerable to climate change. In such a scenario, being flexible allows you to modify your research plan to include a more in-depth investigation of this new species, potentially leading to groundbreaking findings.

Tracking Your Research Progress

Regularly tracking your research progress is crucial to ensuring that you stay on schedule and achieve your research objectives. Establish milestones and set aside dedicated time for progress evaluation. This will help you identify any deviations from the plan and take corrective measures promptly.

Suppose you are conducting a longitudinal study on the effects of a new teaching method on student performance. By tracking your research progress, you can analyze the data collected at various intervals and assess whether the teaching method is consistently improving student outcomes. If you notice any inconsistencies or unexpected trends, you can adjust your research plan accordingly, such as modifying the teaching method or expanding the sample size.

Evaluating and Refining Your Research Plan

Periodically evaluating and refining your research plan is vital for its effectiveness. Reflect on the progress of your research and assess whether your objectives and questions are still relevant. Take feedback from colleagues and stakeholders into account and make necessary adjustments to improve your research plan.

Let's say you are conducting a survey-based research study on consumer preferences for sustainable packaging. After analyzing the initial survey responses, you may realize that the questions you asked did not capture all the relevant factors influencing consumer choices. By evaluating and refining your research plan, you can modify the survey questions to include additional variables, such as price sensitivity or brand perception, thus enhancing the validity and comprehensiveness of your study.

Drive Your Discovery with Wrike

Creating an effective research plan to drive discovery is like having a detailed itinerary for an exploration journey. It guides your research efforts and ensures that you uncover valuable insights. However, managing these research plans across multiple projects can be challenging.

This is where Wrike steps in. Within Wrike, you can easily create folders for each project or research plan. These folders can serve as a place where you can store research methods, data collection plans, and even your research findings. This structured approach brings direction and discovery to your research, much like a detailed itinerary guides an exploration journey.

And when it comes to the other documents and workflows your business needs — whether it's data analysis or report writing — Wrike has you covered with robust project management features and ready-to-use templates. Ready to drive your discovery process? Start your free trial of Wrike today.

Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Wrike Team

Occasionally we write blog posts where multiple people contribute. Since our idea of having a gladiator arena where contributors would fight to the death to win total authorship wasn’t approved by HR, this was the compromise.

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Mastering Production Scheduling: A Guide for Efficiency

Mastering Production Scheduling: A Guide for Efficiency

In the world of manufacturing and production, efficiency is a key factor in achieving success. One essential aspect of efficient production is effective scheduling. By mastering production scheduling, businesses can streamline their operations, optimize resources, and meet customer demands in a timely manner. In this comprehensive guide, we will explore the basics of production scheduling, the key elements involved, and the steps to master this vital process. Additionally, we will discuss the role of technology, specifically production scheduling software, in enhancing efficiency and maximizing productivity.  Understanding the Basics of Production Scheduling Production scheduling is the process of creating a detailed plan that determines the sequence and timing of tasks, resources, and materials required to fulfill production orders. It takes into account factors such as demand forecasts, resource availability, and time constraints. Importance of Efficient Production Scheduling Efficient production scheduling is vital for several reasons. Makes sure that customer orders are fulfilled in a timely manner, enhancing customer satisfaction and loyalty. When production is well-scheduled, products are delivered on time, meeting customer expectations and building a positive reputation for the business. Enables businesses to make the most of their available resources, preventing over or underutilization. By carefully planning and optimizing the use of manpower, equipment, and materials, companies can maximize their productivity and minimize waste.  Minimizes production costs, optimizes inventory levels, and reduces lead times, resulting in improved profitability and competitiveness. By avoiding excessive inventory, companies can minimize storage costs and reduce the risk of obsolete or expired products. Moreover, shorter lead times enable businesses to respond quickly to changing market demands, gaining a competitive edge over their rivals.  Key Elements of Production Scheduling To effectively master production scheduling, several key elements must be taken into account. Let's explore these essential components: Demand Forecasting Accurate demand forecasting is crucial for production scheduling. By analyzing historical sales data, market trends, and customer feedback, businesses can estimate future demand levels. This information forms the basis for developing a production schedule that meets anticipated demand while avoiding overproduction or stockouts. For example, a clothing manufacturer may use data from previous years to predict the demand for different types of garments during different seasons. By considering factors such as changing fashion trends, consumer preferences, and economic conditions, they can make informed decisions about how much of each item to produce and when. Additionally, advancements in technology have made demand forecasting more accurate and efficient. Companies can now leverage sophisticated algorithms and machine learning techniques to analyze large volumes of data and identify patterns and trends. This enables them to make more precise predictions and adjust their production schedules accordingly. Resource Allocation Resource allocation involves assigning the necessary resources, such as labor, machinery, and raw materials, to each production task. This ensures that the right resources are available at the right time, minimizing downtime and maximizing productivity. When allocating resources, companies must consider various factors, such as the availability and skill level of their workforce, the capacity of their machinery, and the availability of raw materials. They must also take into account any potential bottlenecks or constraints that may impact the production process. For instance, a car manufacturer may need to allocate specific workers with specialized skills to perform certain tasks, such as welding or painting. They must also confirm that the necessary machinery and equipment are in good working condition and properly maintained to avoid any disruptions in the production schedule. Time Management Efficient time management plays a vital role in production scheduling. Time estimates for each task are essential for creating a realistic and achievable schedule. This includes considering factors such as setup time, processing time, and lead times for procuring materials. To effectively manage time, companies often use various techniques and tools. They may employ project management methodologies, such as the Critical Path Method (CPM) or the Program Evaluation and Review Technique (PERT), to analyze the sequence of tasks and identify the critical path that determines the project's overall duration. What's more, companies can leverage technology to streamline time management in production scheduling. They may use software systems that automate the scheduling process, allowing for real-time updates and adjustments. These systems can also provide visibility into the progress of each task, enabling managers to identify any potential delays or bottlenecks and take corrective actions. Steps to Master Production Scheduling Mastering production scheduling requires a systematic approach and adherence to certain steps. Let's explore each of these steps: Identifying the Production Needs The first step in production scheduling is to identify the production needs. This involves reviewing customer orders, sales forecasts, and inventory levels to determine the required production output. Remember to consider factors such as market demand, customer preferences, and production capacity. Additionally, involve key stakeholders such as sales teams, production managers, and supply chain experts in the process. This collaborative approach helps in gathering valuable insights and aligning production schedules with overall business objectives. Prioritizing Tasks Once the production needs are identified, it is essential to prioritize tasks based on various factors such as customer deadlines, order importance, and resource availability. This way, critical tasks will be completed on time and with the necessary resources. Prioritization plays a vital role in production scheduling as it helps in allocating resources effectively. By giving priority to high-value orders or time-sensitive projects, businesses can enhance customer satisfaction and maintain a competitive edge in the market. Moreover, effective task prioritization requires a deep understanding of the production process, resource capabilities, and potential bottlenecks. By considering these factors, businesses can make informed decisions and optimize their production schedules. Scheduling Resources After prioritizing tasks, the next step is to schedule the required resources. This includes assigning manpower, equipment, and materials to each task in a way that optimizes their utilization and minimizes idle time. Resource scheduling involves careful consideration of factors such as skill sets, availability, and capacity. By matching the right resources to each task, businesses can ensure efficient production processes and minimize the risk of delays or inefficiencies. In addition to human resources, technology also plays a crucial role in resource scheduling. Advanced production planning software and automation tools can help in optimizing resource allocation, reducing manual errors, and improving overall productivity. Monitoring and Adjusting the Schedule Production scheduling is an ongoing process that requires constant monitoring and adjustment. It is crucial to regularly review the schedule, track progress, and make necessary adjustments to accommodate unforeseen events or changes in demand. Monitoring the production schedule involves tracking key performance indicators (KPIs) such as production output, cycle time, and resource utilization. By analyzing these KPIs, businesses can identify areas for improvement, address bottlenecks, and optimize their production schedules. Additionally, flexibility is essential in production scheduling. Businesses should be prepared to adapt their schedules based on market dynamics, customer demands, or unexpected disruptions. This adaptability allows businesses to maintain operational efficiency and meet customer expectations even in challenging circumstances. Implementing Technology in Production Scheduling Advancements in technology have revolutionized production scheduling. The introduction of production scheduling software has simplified and enhanced the efficiency of this critical process. Role of Production Scheduling Software Production scheduling software provides businesses with comprehensive tools and features to streamline and automate the scheduling process. It enables real-time visibility into production activities, resource availability, and order status, allowing for better decision-making and effective coordination. With production scheduling software, businesses can easily create and manage production schedules, assign tasks to specific resources, and track progress in real-time. The software also provides notifications and alerts so that production activities are completed on time and according to plan. This level of visibility and control helps businesses optimize their resources, reduce downtime, and improve overall productivity. Benefits of Automated Scheduling Automated scheduling offers numerous benefits, including increased accuracy, reduced manual errors, and improved overall efficiency. It eliminates the need for manual calculations, reduces scheduling conflicts, and enables quick adjustments to accommodate changing priorities or production requirements. Overall, mastering production scheduling is a crucial aspect of running an efficient and successful manufacturing operation. Understanding the basics of production scheduling, incorporating key elements, and following a structured approach can help businesses optimize resources, meet customer demands, and achieve higher levels of productivity. By embracing technology, such as production scheduling software, businesses can further enhance efficiency and stay ahead in today's competitive marketplace. Master the art of production scheduling with Wrike's advanced scheduling tools. Sign up for a free trial today, enhance efficiency, optimize resource utilization, and maximize output. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Key Sales Pipeline Metrics to Monitor for Business Success

Key Sales Pipeline Metrics to Monitor for Business Success

Every business should strive to have a clear understanding of their sales pipeline metrics. These metrics provide valuable insights into the effectiveness of the sales process, allowing you to identify areas for improvement and drive business success. By monitoring key sales pipeline metrics, you can make data-driven decisions that ultimately lead to increased revenue and sustainable growth. Understanding the Importance of Sales Pipeline Metrics Sales pipeline metrics are quantitative measurements that track your sales activities and their corresponding outcomes. They provide a snapshot of your sales process, from lead generation to closing deals. These metrics can be categorized into various stages of the sales process, which include lead generation, sales activity, sales conversion, and revenue. Why Monitor Sales Pipeline Metrics? Monitoring sales pipeline metrics provides numerous benefits to your business: Identify Bottlenecks and Inefficiencies: Pinpoint areas where deals often get stuck or take longer to close. This allows you to address these bottlenecks and optimize your sales process. Forecasting Accuracy: Predict future sales with greater precision and plan your resources accordingly. Spotting Trends and Patterns: Identify trends and patterns in your sales process to adapt your strategies, replicate successful approaches, and avoid repeating ineffective practices. Align Sales and Marketing Efforts: Line up your sales and marketing efforts by flagging which marketing initiatives generate the highest-quality leads and result in the most closed deals. Continuous Improvement: Foster a culture of continuous improvement within your sales organization and motivate your sales team to do better every day. Now, let's delve deeper into each category of sales pipeline metrics to gain a more comprehensive understanding. Lead Generation Metrics Lead generation metrics provide insights into the effectiveness of your lead generation efforts. These metrics help you evaluate the quantity and quality of leads entering your pipeline, enabling you to assess the success of your marketing campaigns and lead nurturing strategies. Here are a few of them: Number of leads generated: Gauges the total number of leads generated within a specific time period. It helps you measure the effectiveness of your marketing initiatives and identify potential areas for improvement. Lead conversion rate: Measures the percentage of leads that convert into opportunities or move to the next stage of the sales process. It refers to the quality of your leads and the effectiveness of your lead nurturing efforts. Cost per lead: Calculates the average cost incurred to generate a single lead. It helps you evaluate the efficiency of your lead generation strategies and allocate resources effectively. Sales Activity Metrics Sales activity metrics focus on measuring the activities carried out by your sales team. These metrics provide insights into the productivity and effectiveness of your sales representatives, helping you identify areas for improvement and optimize their performance. Here are several of them: Number of calls made: Tracks the total number of calls made by your sales team. It assists you in assessing their level of activity and the effort put into prospecting and engaging with potential customers. Number of meetings scheduled: Measures the total number of meetings scheduled with prospects or existing customers. It indicates the level of engagement and the effectiveness of your sales team in moving leads through the pipeline. Number of presentations delivered: Calculates the total number of presentations delivered by your sales representatives. It aids you in evaluating their ability to effectively communicate your product or service value proposition. Sales Conversion Metrics Sales conversion metrics assess how well your leads progress through each stage of the sales process and ultimately convert into closed deals. These metrics provide insights into the effectiveness of your sales strategies, allowing you to identify areas for improvement and optimize your conversion rates. Here are some examples: Opportunity-to-win ratio: Measures the percentage of opportunities that convert into closed deals. It helps you evaluate the efficiency of your sales process and the ability of your sales team to successfully close deals. Time to close: Calculates the average time it takes for a lead to progress through the sales pipeline and convert into a closed deal. It assists you in flagging bottlenecks and optimizing your sales process to reduce the time-to-close. Win rate: Records the percentage of opportunities that result in closed deals. It aids you in assessing the effectiveness of your sales strategies and the ability of your sales team to win deals. Revenue Metrics Revenue metrics track the financial impact of your sales efforts. These metrics provide insights into the overall performance and profitability of your sales organization, helping you make data-driven decisions to maximize revenue. Here are a few key ones: Deal size: Measures the average value of closed deals. It helps you understand the revenue potential of each deal and optimize your pricing strategies. Average revenue per customer: Calculates the average revenue generated per customer. It lets you assess the profitability of your customer base and identify opportunities for upselling or cross-selling. Overall revenue generated: Tracks the total revenue generated by your sales team within a specific time period. It provides an overview of your sales performance so that you can evaluate the effectiveness of your sales strategies. Essential Sales Pipeline Metrics for Business Success Now that we understand the importance of sales pipeline metrics, let's explore some key metrics you should definitely monitor for business success: Lead Quantity and Quality The quantity of leads entering your pipeline is essential, but quality is equally important. Track the number of leads generated from various sources and assess their conversion rates. Identify patterns and characteristics that are common among your most valuable customers, as these can be useful in current and future marketing efforts. For example, you may find that leads generated from social media campaigns have a higher conversion rate compared to leads from email marketing. This insight allows you to invest more resources in social media campaigns and refine your email marketing strategy to improve its effectiveness. Sales Cycle Length The length of your sales cycle directly affects your revenue and cash flow. Measure the time it takes for a lead to move through each stage of the pipeline and convert into a paying customer. Identify areas where deals get delayed or stalled and take proactive measures to streamline the process. Remember to study the sales cycle length to predict revenue and manage your cash flow more effectively.  For instance, you may find that leads spend a significant amount of time in the negotiation stage, causing delays in closing deals. This insight prompts you to implement strategies to accelerate the negotiation process, such as providing clearer pricing options or offering additional incentives. Conversion Rates Conversion rates provide valuable insights into the effectiveness of your sales efforts. Monitor the percentage of leads that successfully convert into customers at each stage of the pipeline. Track conversion rates to evaluate your sales team's performance. For example, you may notice that a significant number of leads drop off during the product demonstration stage. This observation prompts you to analyze the effectiveness of your demonstrations and make improvements, such as enhancing the presentation or addressing common objections more effectively. Deal Size and Revenue Monitor the average deal size and overall revenue generated from your sales efforts. Identify which types of deals have the greatest impact on your bottom line and focus your resources accordingly. Analyze the return on investment (ROI) of your marketing and sales activities. If you find that a particular marketing campaign consistently generates a high revenue, you can allocate more resources to scale that campaign and maximize its impact. For example, you may find that deals with larger companies tend to have a higher average deal size. Armed with this information, you can allocate more resources to target larger companies and tailor your sales approach to meet their specific needs. Tools and Techniques for Monitoring Sales Pipeline Metrics Now that you understand the essential metrics to monitor, let's explore some tools and techniques that can help you effectively track and analyze your sales pipeline: CRM Systems  A Customer Relationship Management (CRM) system is a powerful tool that enables you to manage and track your sales pipeline metrics. CRM systems allow you to capture and analyze data related to leads, opportunities, and deals. They provide insights into each stage of the sales process and help you identify areas for improvement. By leveraging CRM systems, you can automate your sales workflow, streamline communication, and gain a holistic view of your sales pipeline. These systems provide real-time visibility into your sales performance, allowing you to make data-driven decisions and drive business success. Data Visualization Data visualization tools can help you transform complex data into intuitive visuals. By creating charts, graphs, and dashboards, you can easily interpret and communicate your sales pipeline metrics to stakeholders. Data visualization enables you to spot trends, identify patterns, and make informed decisions quickly and effectively. Regular Sales Pipeline Audits Conducting regular sales pipeline audits is crucial for maintaining the accuracy and integrity of your pipeline metrics. By thoroughly reviewing your pipeline, you can identify discrepancies, outdated information, and potential areas for improvement. Regular audits help verify that the data on which you base your decisions is reliable and up to date. How to Improve Your Sales Pipeline Metrics Monitoring your sales pipeline metrics is only the first step. To drive business success, you must continually improve these metrics and optimize your sales process. Here are some strategies to enhance your sales pipeline metrics: Enhancing Lead Generation Strategies Focusing on high-quality leads can significantly impact your sales pipeline metrics. Continuously review and refine your lead generation strategies to attract leads that are more likely to convert into customers. Consider leveraging data-driven marketing tactics, conducting thorough market research, and optimizing your website for lead generation. Streamlining the Sales Process Identify areas in your sales process that can be streamlined. Look for tasks that can be automated or eliminated to reduce the time it takes for leads to move through the pipeline. By removing unnecessary steps and improving efficiency, you can accelerate your sales cycle and increase conversion rates. Training and Development for Sales Teams Invest in training and development programs for your sales team to enhance their skills and knowledge. Provide them with the tools and resources they need to effectively engage with leads and close deals. By continually developing your sales team's capabilities, you can improve their performance and drive better sales pipeline metrics. Overall, monitoring key sales pipeline metrics is vital for your business's success. By understanding the importance of these metrics, utilizing the right tools and techniques, and implementing strategies to improve them, you can optimize your sales process, increase revenue, and achieve sustainable growth. Monitor key sales pipeline metrics using Wrike’s advanced analytical tools. Register for a free trial today and align your sales strategies with solid data for guaranteed business success. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Catalyzing Business Growth: Strategies for Expansion

Catalyzing Business Growth: Strategies for Expansion

Expanding a business is an exciting and challenging endeavor. It requires careful planning, strategic thinking, and a deep understanding of the market. In this article, we will explore the key strategies for business expansion and how to catalyze growth effectively. Whether you are a small startup or an established company, these strategies will provide valuable insights into achieving your growth goals. Understanding Business Expansion Business expansion offers numerous benefits, such as increased market share, higher revenues, and improved brand recognition. It allows businesses to tap into new markets, gain a competitive edge, and attract a larger customer base. However, expanding without a well-thought-out plan can be risky and may lead to financial instability. Therefore, it is essential to carefully consider all aspects of expansion before embarking on this journey. The Importance of Business Growth Vital for long-term success and sustainability: Stay ahead of the competition, adapt to changing market trends, and take advantage of new opportunities. Attract potential investors and strategic partnerships.  Improves company culture: Boost employee morale and provide career advancement opportunities. Platform for innovation and creativity: With a larger customer base, you have the opportunity to gather valuable feedback and insights, enabling you to refine your products or services and meet the evolving needs of your target audience. Access to new markets and geographical locations: Diversify your customer base and reduce dependency on a single market. Establish a global presence and build a strong network of partners and suppliers, facilitating further growth and expansion. Key Factors in Business Expansion Several key factors play a crucial role in successful business expansion: Market Demand: Before expanding, assess the market demand for your products or services. Conduct market research and analyze customer preferences and buying patterns to confirm that there is a sustainable demand in the new market. Identify potential gaps in the market that your business can fill, offering unique value propositions to attract customers. Competitive Analysis: Understand the competitive landscape in the target market. Identify key competitors and analyze their strengths and weaknesses. This analysis will help you position your organization and differentiate it from the competition. Develop a compelling value proposition that highlights your unique selling points and conveys why customers should choose your business over others. Operational Capacity: Evaluate your operational capacity to handle expansion. Verify that you have the necessary infrastructure, resources, and systems in place to meet the increased demand without compromising product quality or customer service. Consider factors such as production capacity, supply chain management, and distribution channels. Implement scalable processes and invest in technology that can support your growth objectives. Financial Planning: Expansion requires significant financial resources. Develop a comprehensive financial plan that includes projected revenues, expenses, and cash flow forecasts. Assess your funding options, such as internal sources (retained earnings) or external sources (loans, investments). Consider the potential risks and uncertainties associated with expansion and have contingency plans in place to mitigate them. Talent Acquisition and Development: Expanding your business may require additional workforce. Evaluate your current talent pool and identify any skill gaps that need to be filled. Develop a recruitment strategy to attract and hire qualified individuals who align with your company's values and objectives. Additionally, invest in training and development programs to upskill existing employees and ensure they are equipped to handle new responsibilities and challenges. Formulating a Strategic Plan for Growth Expanding a business requires careful planning and consideration of various factors. In order to oversee a smooth and successful expansion, it is important to set clear business objectives and conduct a thorough analysis of the internal and external environment. Setting Clear Business Objectives Clearly define your business objectives for expansion. Are you aiming to penetrate a new market, launch new products, or expand geographically? Remember to consider the current market conditions, customer demands, and competitive landscape. Conducting a SWOT Analysis Identify internal strengths and weaknesses, as well as external opportunities and threats. This analysis will help you capitalize on your strengths, address weaknesses, seize opportunities, and mitigate potential risks. Remember to involve key stakeholders from different departments within your organization, for a holistic view of your business and access to diverse perspectives.  During the analysis, consider your company's strengths, such as a strong brand reputation, talented workforce, or innovative products. These strengths can be leveraged to gain a competitive advantage in the new market or industry segment you are targeting. Identifying weaknesses is equally important, as it allows you to address any internal limitations that may hinder your expansion efforts. This could include areas such as outdated technology, lack of skilled personnel, or inefficient processes.  Opportunities and threats in the external environment should also be carefully evaluated. This could include emerging market trends, changes in consumer behavior, or new technological advancements. Similarly, by recognizing potential threats, such as increased competition or economic downturns, you can develop strategies to mitigate their impact. Financial Considerations for Business Expansion Expanding a business requires sound financial planning to guarantee long-term viability and success. Consider the following financial aspects when formulating your expansion strategy: Budgeting for Growth Develop a detailed budget that accounts for all expansion-related expenses, such as marketing campaigns, additional staff recruitment and training, infrastructure investments, and increased operational costs. Verify that your projected revenue growth aligns with your planned expenses. When creating your budget, consider both short-term and long-term financial goals. Short-term goals may include immediate expenses related to the expansion, while long-term goals may involve planning for future growth and sustainability. Additionally, factor in potential risks and uncertainties that may impact your financial projections. Conducting a thorough risk assessment can help you identify and mitigate potential financial challenges, so that your budget remains realistic and achievable. Exploring Financing Options Consider various financing options to fund your expansion. These may include bank loans, venture capital, crowdfunding, or seeking partnerships with strategic investors. Carefully evaluate the pros and cons of each option to determine the most suitable financing strategy for your business. When exploring financing options, assess your business's current financial health and creditworthiness. Lenders and investors will evaluate your financial statements, credit history, and cash flow to determine the level of risk associated with providing funds. Furthermore, seek professional advice from financial experts, such as accountants or financial advisors, who can guide you through the process and help you make informed decisions. They can assist in analyzing the financial implications of different financing options and provide recommendations based on your specific business needs. Remember that securing financing for expansion is not just about obtaining the necessary funds; it also involves understanding the terms and conditions associated with each financing option. Consider factors such as interest rates, repayment terms, collateral requirements, and potential impact on your business's ownership and control. Lastly, maintaining open communication with potential lenders or investors is crucial. Clearly articulate your expansion plans, demonstrate your business's growth potential, and provide a comprehensive financial proposal that highlights the expected return on investment. Building trust and credibility with financial stakeholders can increase your chances of securing the necessary funds for your business expansion. Human Resources and Business Growth Efficiently managing human resources is crucial during business expansion, as shown by the factors below. Staffing for Expansion Assessing the current workforce is not only about identifying the need for additional staff members, but also about evaluating the existing employees' potential for growth and development. By recognizing the talent within the organization, businesses can provide opportunities for internal promotions and career advancement. This not only motivates employees but also fosters loyalty and commitment to the company. When hiring new employees, take into account diversity and inclusion. By creating a diverse workforce, businesses can benefit from a wide range of perspectives, experiences, and ideas. This can lead to increased innovation, creativity, and problem-solving capabilities, which are essential for business growth. Training and Development for Growth Investing in training and development programs is crucial to making sure that employees have the necessary skills and knowledge to support the expanded operations. By providing continuous learning opportunities, businesses can enhance the capabilities of their workforce, leading to higher productivity and better customer service. Training programs can include a variety of methods, such as workshops, seminars, online courses, and on-the-job training. These initiatives can focus on developing technical skills, leadership abilities, communication skills, and other competencies that are essential for business growth. Moreover, businesses can also consider partnering with external training providers or educational institutions to offer specialized programs tailored to their specific industry or market. By providing employees with access to industry-leading training, businesses can stay ahead of the competition and see to it that their workforce remains up-to-date with the latest trends and best practices. Marketing Strategies for Business Expansion Effective marketing strategies are essential for creating brand awareness and driving customer acquisition during business expansion. Branding and Expansion Review and refine your brand strategy to align with the expanded market and target audience. Confirm that your brand positioning, messaging, and visual identity convey the unique value proposition of your business in a way that resonates with the new market. Digital Marketing for Growth Leverage the power of digital marketing channels to reach your target audience and generate leads. Invest in search engine optimization (SEO), social media marketing, content marketing, and targeted online advertising to expand your reach and drive traffic to your website or physical location. Catalyze Your Business Growth with Wrike Business growth requires effective strategies and the right tools. With Wrike, you can easily manage your growth strategies. Wrike allows you to create individual folders for each growth initiative, serving as a central hub for all relevant information and updates, fostering effective growth management. Beyond just growth management, Wrike offers a comprehensive suite of tools designed to streamline your workflows, foster collaboration, and drive productivity. From real-time communication to intuitive task management features, Wrike provides everything you need to catalyze your business growth and drive expansion. Ready to catalyze your business growth and drive expansion? There's no better time to start than now. Get started with Wrike for free today. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

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Brianna Buljung

This chapter will help you:

  • Conceptualize your research prior to beginning a project
  • Plan the logistics of your research project
  • Determine how to find a place for your research interests in your discipline

Introduction

Searching or beginning to locate information is not the first step in any research project; instead projects should begin with careful planning and reflection. Establishing a plan and norms for the project will help you to be more efficient and effective throughout the entire lifecycle of the project. This planning includes situating the research within the discipline, establishing a plan for organizing the research materials and considering the keywords and search parameters that will initially be used.

This chapter will help you to plan your research by conceptualizing your research and consider the logistics of the project. It will explore both the theoretical aspects of the project, especially in selecting a topic, and the practical aspects of being an efficient researcher. It will use the topic of aquatic invasive species as an example throughout. As you work through the chapter, consider your own discipline and pending research projects; reflect on how the various topics discussed might be applicable to your situation.

Why Planning is Important

Few researchers have the luxury of working on a single project or devoting all of their time to research. Most, especially those in academia, are also balancing other obligations such as teaching, service, advising and personal responsibilities. Because research is typically only a portion of your responsibilities, it is important to use the time available well. What does it mean to an effective researcher? This type of researcher is productive, knowing which tools and sources are the best for their work. They also know where to seek help if they cannot find resources or use needed tools. These researchers are also efficient, making good use of available tools, resources and time to accomplish tasks. Finally, they effectively communicate to make a meaningful contribution to their discipline. Most researchers have projects that fail for one reason or another, but effective researchers are able to avoid the issues of endless searching or research inertia.

One of the most effective practices you can adopt as a researcher is building time for reflection into the process throughout the project. Research is iterative, new questions and avenues for exploration arise from the acquisition of knowledge. You may find that you revisit different aspects throughout the project as your understanding of the topic grows. The research workflow can also be iterative and develop over time, especially for early career researchers. It may take time for you to develop the habits of an effective researcher or to determine which tools and processes work best for you and your research team. Some early career researchers gain experience while working as part of an established research group, but others must learn by beginning projects on their own. Each chapter in this text will provide questions or a brief activity that can help you reflect on how that aspect or tool applies to your project. Making time for reflection ensures your processes and norms are working properly and that the project is meeting your goals.

One of the most significant issues facing early career researchers is finding a meaningful way to contribute to and impact their discipline. It can be daunting to enter the scholarly conversation or to feel like your work is worthy of publication. Although it can take time, it is possible to find your place in the research of your discipline. Start by reading both widely and deeply. Read widely to become comfortable with the breadth of research in your broad areas of interest. This technique will help you to learn terminology, publishing practices, top journals and methodological approaches. Then, read deeply in areas of particular interest. These are the types of articles you would cite in your work, the authors you follow or would seek out as collaborators. You can use these articles to find gaps in the literature that you can explore. Within each article, focus on the literature review to learn more about how their research fits into the larger conversation. Then, look to the conclusions or research limitations section to identify gaps or further work that you could pursue. You may also find potential collaborators who are interested in pursuing the same lines of inquiry.

Additionally, do not feel like you must learn techniques and tools all on your own. Seek out a mentor either in your discipline or in an adjacent one. Find a scholar who is doing the type of work that you would like to do so that you can learn from their successes and struggles. Take advantage of opportunities to ask questions and learn from others. Ask scholars about their research, why they selected particular methodologies or pursued different areas of research.

How to Prepare for Research

Concept mapping or mind mapping can be an effective way to conceptually organize your research ideas and find an appropriate scope for your project topic. A concept map helps you to visually organize a topic, beginning with broad concepts in the center, then narrowing and focusing as the concepts move out from the center. The map creates connections between different elements of the topic, especially relationships between broader and narrower elements. Below is a concept map for a project related to aquatic invasive species. From the center of the map, four narrower topics connect to details about that specific aspect. The map could continue to become more detailed if additional, narrower details were added to the third level concepts.

concept map with three levels of detail related to aquatic invasive species

Once you have completed a large concept map, you can use it to narrow your topic into a focused research question. There are different ways to narrow the research based on the concept map. You can take one of the branches of your concept map and continue refining by adding details and additional branches. You can also take the larger topic and apply a particular technology or methodological approach to it. For example, you could select a particular mitigation strategy to address problems caused by one particular type of species, such as zebra mussels. Finally, you could situate your topic in a particular location or setting. You may be able to apply lessons learned and strategies developed in other research in your discipline to a specific case study, for example lakes in Colorado, USA. The concept map below takes two branches of the larger topic and investigates them in more detail.

Narrowed concept map focusing on two sub aspects, mitigaton strategies and types of harm

After you have begun to conceptualize your topic and focus on a research question, it can be helpful to organize the logistics of the research project. This initial organization will most likely adapt as you work through the project and this book. Each of the following chapters in the book will help you to consider a different aspect of the project. Your planning notes will become more refined as you learn more in each chapter. This initial organization can help you broadly consider the types of tools and platforms that will be most useful for this particular project. As the graphic below depicts, the research ecosystem is vast and there are many different tools that can be used at each stage of the research lifecycle.

research tools grouped by aspect of the research landscape

In the initial stages of a project you do not necessarily have to decide on the granular aspects of the project, such as which journals you would like to publish in or how the data will be coded. However, establishing some basic organizational norms can be helpful, especially if you are working in a team or as part of a larger project. Determine how you will organize and share notes with collaborators. Some teams use a tool like an electronic lab notebook to store time-stamped notes from all aspects of the project, while others use a shared document or file. Another decision that it can be helpful to make early in the process is how files will be stored and how citations will be managed. Chapter 4 discusses citation management in more depth.

Ensuring the tools and processes used align with your research workflow is the most important element of project organization. You have to be able to consistently follow the norms you have established, otherwise you are wasting effort. If you do not typically take detailed notes you might struggle to adjust to that practice. Or, if you are unaccustomed to consistently naming documents, adopting a standard file naming convention can help to organize your work.

The last step prior to beginning research is to take time to consider your search strategies, locations and terminology. While you may feel comfortable with your topic and disciplinary databases, brief moments of reflection throughout the search process will help you become a more efficient and effective searcher.

First, take some time to brainstorm different elements of your search strategy. Even if you are very comfortable with your topic, start by making a list of the terms you will use in your searches. These terms should include discipline or industry specific terms, common language terms, acronyms, commonly accepted brand or entity names, specific locations and other associated terms as appropriate for your discipline. Some search topics might rely heavily on geographic terms or acronyms while others may not. After you have considered terms, establish a broad time frame for your search results. This will heavily depend on the discipline and purpose of the project. Topics that are focused on emerging technologies will have a shorter, more contemporary time frame than research in the earth sciences or history might. It is helpful to keep a copy of these notes nearby while searching. Then you can modify and reevaluate as needed.

The concept map we created to explore and refine our topic will be very useful when making a list of potential search terms. As the table below depicts, several terms are taken directly from the map. The list is then enhanced with additional terms that will be of use to our search.

Get into the habit of taking notes and documenting your research project. Use concept mapping to explore your topic and generate keywords. Return to your notes throughout the project as you learn additional information from your sources. Documenting your research project can help you to stay organized, communicate with your collaborators and eventually write about the research.

Tips for Starting Your Research Project

  • One of the best ways to find a place for your research in your discipline is to read the other research in your field. Find articles with a similar approach to your work or a similar focus.
  • Take the time to plan the logistics of your project. Determining how notes will be stored, how citations will be managed, which word processing tool will be used can save time and effort throughout the project, especially if you are working collaboratively.
  • To narrow your research topic you can:
  • Take one of the branches of your concept map and continue refining
  • Situate your topic in a particular location or setting
  • Consider a particular technology or methodological approach to the topic

Now that you have a better understanding of how to plan your project to improve efficiency and stay organized, consider the following in relation to a project of your choosing:

  • Consider the scope of your project and how it fits into your discipline. If your work is interdisciplinary, consider where your topic will intersect with both disciplines.
  • Make an initial plan for the logistics of your project – you will be able to revisit and refuse this in later chapters. Consider how you will manage the project and where you will store citations and files.
  • Brainstorm keywords related to your topic – don’t forget to consider all kinds of terms, such as common language terms, technical terms, acronyms, geography and related words.
  • Brainstorm the other elements you will need to be an effective searcher, including time frame, types of information needed and potential sources of that information.

Navigating the Research Lifecycle for the Modern Researcher Copyright © 2022 (1st Edition) by Brianna Buljung is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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Creating a Research Plan

Creating a Research Plan for a Science Project Before starting work on a science project, a research plan should be created. While many researchers merely do this “in their head”, it should be formally contained within a document. The research plan describes many aspects of the project. It will help both the researchers and mentors understand the overall approach that is planned for the project. The contents of this web page should serve as a guide for creating a research plan.

A written research plan should contain a description of the following. 1. The goals of the project 2. The hypothesis 3. The factors that will be studied 4. The responses (results) that will be observed 5. How the data will be analyzed and interpreted 6. The materials and equipment that will be used 7. The experimental methods (procedure) that will be used 8. The facilities where the work will be done 9. How the research plan might change 10. Summary

11. A bibliography that includes at least five major references.

NOTE : Steps 1-5 are focused on setting up the overall ideas and objectives. Steps 6-8 are focused on the specifics of the experimentation, such as what, how, and where the experimentation will be performed. Steps 9-11 are important for anyone looking over the project, but are particularly important if you are applying for pre-approval because it gives those reviewing the application a better sense of how well the planning was done.

The Goals of the Project A description of the goals of the project should be a general discussion of the project. What will be studied? Why is it of interest? What do you hope to learn? This will set the stage for the rest of the research plan.

The Hypothesis Here is where the scientific hypothesis is laid out. A proposal is made about the factors to be studied and how they might affect the responses of interest. For example, a hypothesis about the growth of maple tree saplings might start with: “We believe that recently-sprouted maple tree saplings will have their growth stunted by excessive exposure to ultraviolet light.” From here, the hypothesis is discussed in enough detail for the reader to understand exactly what is being proposed about the state of the natural world that you hope to either prove or disprove.

The Factors That Will Be Studied In this section, you will spell out which factors will be studied in your research project as well as those that will be held constant. The factors that you study are the ones that you vary in a controlled fashion in order to explore the hypothesis. The factors that are held constant are factors that you do not want to affect the outcome of your experiment. A perfect example of these two kinds of factors at work would be growing plants in a greenhouse. The factors that are varied (for example, adding nutrients to the soil) will have the best chance of being the ones that affect the plants’ growth. By using a greenhouse, the factors that you do not wish to affect the outcome of your experiment (such as exposure of the plants to wind, rain, or animals) will not have a chance to affect the outcome.

The Responses (Results) That Will Be Observed The response is the result you observe as the output of your experiments. An observation may be qualitative (for example, a change of color) or quantitative (for example, a change in height determined by a measurement). In a chemical experiment the product of the reaction is the response. A botanical experiment might have the change in height of the plant or the number of leaves on the plant at the end of the growing period as the response. Mention should be made if you plan to get assistance in measuring your response by using an outside expert in the field of study.

How the Data Will Be Analyzed and Interpreted This section should discuss how the responses (results) will be treated in order to make conclusions about your work. How will the data be compared in order to make a conclusion? Will an average response be calculated? Standard deviation? Will a visual examination of the experiments be used as the basis of the data analysis? Include any details that will help the reader understand how the responses that were observed will be turned into understandable conclusions about your project.

The Materials and Equipment That Will Be Used In this part, the materials (expendables) and equipment that will be used for the science project are discussed. Will the materials be collected from nature? Will they be purchased from a scientific supply house? Will you use special glassware that is provided by your school? Describe the materials and equipment in enough detail so that someone can understand how they will be used in your science project.

The Experimental Methods (Procedure) That Will Be Used This section will cover how you will carry out your experiments. You will describe the methods (procedures) that you will use during your experiments. For example, a chemistry project might involve running a reaction and measuring the yield of a chemical that you make. The description would include how the chemical reaction will be run in special glassware and how the work up will isolate the product. You would also describe how the yield will be measured, such as weighing the resultant product on a balance. At the end of this section of the research plan, the reader should understand the general work flow of your experiments and how they will be run.

The Facilities Where the Work Will be Done Describe where the experiments will be done. Your home? Your school? A special laboratory? Give enough detail for the reader to understand where you will work on your science project.

How the Research Plan Might Change A research plan is just that, a plan! Plans don’t always proceed exactly as you envisioned them. If you have thought about changes that might need to be made as you are running your experiments, mention them here. This will indicate that you have thought about your work in great depth and are prepared to adjust accordingly.

Summary For this section, provide a general summary of your research plan. Tell the reader what you hope to accomplish and how you will do it.

Bibliography

Provide at least five major references that relate to the project.  This helps reviewers to understand better the depth of research that has been done in preparation for doing the research project.

2024 Fair results!

What a great fair!  The 2024 NHSEE fair was held on March 14, and we’re already looking forward to the 2025 fair – we hope you are too.

You can see the complete list of awards here. Besides the trophies and medals, we awarded a number of Special Awards provided by companies and associations that love helping students get and stay excited by science, and scholarships to the New Hampshire Academy of Science (NHAS) summer program .  Check out the list!

In the meantime, start thinking of an amazing project for 2025, how you can help a student with one, or how you can help the NHSEE 2025 fair. Judge, volunteer, sponsor? Let us know!

See the results here - Who won? We are ISEF Affiliated! Mentors Available -->

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How to Plan and Conduct a Research Project: 12 Simple Steps

Let’s have a brief and clear discussion on what we should do for achieving success in our research project.

Well! For planning and conduction we have to go through following steps.

1. Topic selection

Many of us have a clear research topic of mind but some are also there who come up with various ideas. When we are in pressure, we often get panicked and anxious, therefore we should select topic well before time by following ways.

2. Discussing with others: We should discuss with others (e.g., friends, lab mates, seniors, teachers and colleagues) about what they are mostly considering, what is sparking interest in us and whatever question arises we should freely discuss with others as their suggestions and comments will help us in refining our focus.

3. Having a look on other writings or previous people research topics:  Books and journals are major sources of ideas. We can spend some time in library and get some idea on title of other research paper of recent years, or we can go through previous people research projects. Similar studies have also been published in journals. Those articles we have to collect and plan how to make a difference.

Now-a-days many things are available online from internet. Websites like  Google ,  PubMed ,  Scopus ,  Science Direct  and others are some of the best learning sources and provides latest information of research. We can search many related topics and finalize a plan.

4. Considering our own interest:  Final and the vital point is considering our own interest like is giving us more interest. We can focus on that to find out whether that is covered in the syllabus. We should remain extra critical while choosing a topic so that we can find out which thing needs some extra studies. While choosing a topic certain points we should keep in mind like a research study can duplicate of already existing study in a completely different manner, extension of existing study, exploring the unexplored part, reviewing the knowledge in s particular field, application of theoretical idea to a real world problem.

5. Developing a research question

Once topic selection is done and it is accepted by department, we should start focusing on refining the topic and finding something like

  • Issue for investigating
  • What we want to prove, disapprove or discover
  • Research limitations

6. Effectual planning of the research

Well!  Research proposal  is the detailed explanation of the whole project that we are going to conduct. It is like a formal need. It should include your thinking about the research problem, all discussions with your guide and all initial findings on the topic.

This step will include strategies to manage the time and how effectively we carry out all tasks. A plan should be made in such a way that it should allocate required time for each and every task. For this we have to see how much total time we have and accordingly we will divide time for each task. It is vital to remain as much realistic as we can about the timing each task will take. The more focused we will remain at the planning stage the more hours we can save while carrying out task. Better to note down about all the resources we need in each stage like how much time we should spend in  library , working hours, equipment lists, space required etc.

It is one of the common problems while conducting research and we should remain well prepared for it. For  several reasons people procrastinate  like for improper management of time, dauted by scale of the work, motivation loss, perfectionism, negative thoughts and many more. When we recognize these problems early, it will help us in minimizing it to larger extent. To avoid we should be realistic about when we should start, devote more time for planning and revising the research plan, allocation of proper time, highly focused etc.

Early identification of the signs of procrastination will give you the best chance of minimizing any negative effects. Once you suspect that you are procrastinating, it can be helpful to review what you are expecting of yourself, and check that those expectations are realistic. This is where planning is vital. After a research plan is made it is a better idea to show it to some other people of our team or our teachers/guides, who can help us in finding out some missing tasks, or some mistakes.

Conducting Research

After the planning stage is over now comes the time to conduct the research. Here also we should remain highly organized and methodical to achieve success. Let’s have a discussion on each step.

6 thoughts on “How to Plan and Conduct a Research Project: 12 Simple Steps”

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Information Literacy, Chapters 3 and 4

Plan: developing research strategies.

Sarah’s art history professor just assigned the course project and Sarah is delighted that it isn’t the typical research paper. Rather, it involves putting together a website to help readers understand a topic. It will certainly help Sarah get a grasp on the topic herself! Learning by attempting to teach others, she agrees, might be a good idea. The professor wants the web site to be written for people who are interested in the topic and with backgrounds similar to the students in the course. Sarah likes that a target audience is defined, and since she has a good idea of what her friends might understand and what they would need more help with, she thinks it will be easier to know what to include in her site. Well, at least easier than writing a paper for an expert like her professor.

An interesting feature of this course is that the professor has formed the students into teams. Sarah wasn’t sure she liked this idea at the beginning, but it seems to be working out okay. Sarah’s team has decided that their topic for this website will be 19th century women painters. But her teammate Chris seems concerned, “Isn’t that an awfully big topic?” The team checks with the professor, who agrees they would be taking on far more than they could successfully explain on their website. He suggests they develop a draft thesis statement to help them focus, and after several false starts, they come up with:

The involvement of women painters in the Impressionist movement had an effect upon the subjects portrayed.

They decide this sounds more manageable. Because Sarah doesn’t feel comfortable with the technical aspects of setting up the website, she offers to start locating resources that will help them to develop the site’s content.

Before we learn more about what happens with Sarah and her team, let’s look at the components of the Plan pillar. The overall ability is: “Can construct strategies for locating information and data.” That is a fairly short sentence, but a great deal is packed into it. It includes

  • Understanding a range of searching techniques
  • Understanding the various tools and how they differ
  • Knowing how to create effective search strategies
  • Being open to searching out the most appropriate tools
  • Understanding that revising your search as you proceed is important
  • Recognizing that subject terms are of value

And these are just the items to understand! There are also the things you need to be able to do:

  • Clearly phrase your search question.
  • Develop an appropriate search strategy, using key techniques.
  • Selecting good search tools, including specialized ones.
  • Use the terms and techniques that are best suited to your search.

Here is a visual representation of these components:

Visualization of the previously stated proficiencies in the Plan pillar, separating information the student should know from skills a student must master.

Proficiencies in the Plan pillar

Now, take a look at the essence of these items condensed into another concept map:

Concept map simplifying the components of the Plan pillar, stating tools have range and must be appropriate, strategies must be appropriate and use search terms, and you, the searcher, need to think like a specialist and adaptability

Proficiencies in the Plan pillar simplified

The second concept map is simplified. The focus is on the key elements: the tools and strategies that you use and the mindset that will help you as you plan your research. This may seem a bit daunting, so let’s see how Sarah tackles the project. She sometimes falters, but that happens even to experienced researchers. As you read through Sarah’s quest for good information, think about the range and appropriateness of the strategies she uses. What would you do differently? What approaches seem to be good ones? (While there is some mention of particular research tools and resources in this chapter, they will be discussed in depth in the Gather chapter, and also in the Scope chapter.)

As you read about Sarah’s quest for information, and reflect on your own information searches in the past, remember particularly the bullet within the Plan pillar that emphasizes the need to revise your search as you work. It is very important to do this, and to build time into the process so you are able to revise. As you learn more about your topic, or the terms used in conjunction with its concepts, or key scholars in the field, it is only natural that you will need to shift focus, and, perhaps, change course. This is a natural part of the research process and indicates that your efforts are bearing fruit. Let’s return to Sarah…

The next time the class meets, Sarah tells her teammates what she has done so far:

“I thought I’d start with some scholarly sources, since they should be helpful, right? I put a search into the online catalog for the library, but nothing came up! The library should have books on this topic, shouldn’t it? I typed the search in exactly as we have it in our thesis statement. That was so frustrating. Since that didn’t work, I tried Google, and put in the search. I got over 8 million results, but when I looked over the ones on the first page, they didn’t seem very useful. One was about the feminist art movement in the 1960s, not during the Impressionist period. The results all seemed to have the words I typed highlighted, but most really weren’t useful. I am sorry I don’t have much to show you. Do you think we should change our topic?”

Alisha suggests that Sarah talk with a reference librarian. She mentions that a librarian came to talk to another of her classes about doing research, and it was really helpful. Alisha thinks that maybe Sarah shouldn’t have entered the entire thesis statement as the search, and maybe she should have tried databases to find articles. The team decides to brainstorm all the search tools and resources they can think of.

Here’s what they came up with:

Search tools and resources: Wikipedia, Professor, Google search, and JSTOR database

Based on your experience, do you see anything you would add?

Sarah and her team think that their list is pretty good. They decide to take it further and list the advantages and limitations of each search tool, at least as far as they can determine.

Table titled "Search Tools and Resources." There are three columns and five rows, one of which is a header row. The three header cells read (1) Search Tool, (2) Advantages, and (3) Limitations. The four search tools are Wikipedia, Your Professor, Google search, and JSTOR database. Wikipedia has easy access and lists of references; however, professors often don’t like it, and there is the possibility of misinformation. Your professor is an expert; however, office hours are not always convenient, and you want to appear self-directed. Google searches provide you with lots of results; however, we need a better search term. JSTOR database is authoritative, has scholarly articles, and has very few limitations.

Alisha suggests that Sarah should show the worksheet to a librarian and volunteers to go with her. The librarian, Mr. Harrison, says they have made a really good start, but he can fill them in on some other search strategies that will help them to focus on their topic. Would Sarah and Alisha like to learn more?

Let’s step back from this case study again, and think about the elements that someone doing research should plan before starting to enter search terms in Google, Wikipedia, or even a scholarly database. There is some preparation you can do to make things go much more smoothly than they have for Sarah.

Self-Reflection

As you work through your own research quests, it is very important to be self-reflective. The first couple of items in this list have been considered in the Identify chapter:

  • What do you really need to find?
  • Do you need to learn more about the general subject before you can identify the focus of your search?
  • How thoroughly did you develop your search strategy?
  • Did you spend enough time finding the best tools to search?
  • What is going really well, so well that you’ll want to remember to do it in the future?

Another term for what you are doing is metacognition, or thinking about your thinking. Reflect on what Sarah is going through as you read this chapter. Does some of it sound familiar based on your own experiences? You may already know some of the strategies presented here. Do you do them the same way? How does it work? What pieces are new to you? When might you follow this advice? Don’t just let the words flow over you, rather think carefully about the explanation of the process. You may disagree with some of what you read. If you do, follow though and test both methods to see which provides better results.

Selecting Search Tools

After you have thought the planning process through more thoroughly, start to think about where you can look for information. Part of planning to do research is determining which search tools will be the best ones to use. This applies whether you are doing scholarly research or trying to answer a question in your everyday life, such as what would be the best place to go on vacation. “Search tools” might be a bit misleading, since a person might be the source of the information you need. Or it might be a web search engine, a specialized database, an association—the possibilities are endless. Often people automatically search Google first, regardless of what they are looking for. Choosing the wrong search tool may just waste your time and provide only mediocre information, whereas other sources might provide really spot-on information and quickly, too. In some cases, a carefully constructed search on Google, particularly using the advanced search option, will provide the necessary information, but other times it won’t. This is true of all sources: make an informed choice about which ones to use for a specific need.

So, how do you identify search tools? Let’s begin with a first-rate method. For academic research, talking with a librarian or your professor is a great start. They will direct you to those specialized tools that will provide access to what you need. If you ask a librarian for help, she or he may also show you some tips about searching in the resources. This chapter will cover some of the generic strategies that will work in many search tools, but a librarian can show you very specific ways to focus your search and retrieve the most useful items.

If neither your professor nor a librarian is available when you need help, check your school’s library website to see what guidance is provided. There will often be subject-related guides or lists of the best resources to assist researchers. There may be a directory of the databases the library subscribes to and the subjects they cover. Take advantage of the expertise of librarians by using such guides. Novice researchers usually don’t think of looking for this type of help, and, as a consequence, often waste time.

When you are looking for non-academic material, consider who cares about this type of information. Who works with it? Who produces it or help guides for it? Some sources are really obvious, and you are already using them—for example, if you need information about the weather in London three days from now, you might check Weather.com for London’s forecast. You don’t go to a library (in person or online), and you don’t do a research database search. For other information you need, think the same way. Are you looking for anecdotal information on old railroads? Find out if there is an organization of railroad buffs. You can search on the web for this kind of information, or, if you know about and have access to it, you could check the Encyclopedia of Associations. This source provides entries for all U.S. membership organizations, which can quickly lead you to a potentially wonderful source of information. Librarians can point you to tools like these.

As you consider the information presented in this chapter, keep the scope of the information you are looking for in mind. In the previous chapter we examined the topic of scope in detail. The breadth and depth of the information you require will have an impact as you plan.

Consider Asking an Expert

Have you thought about using people, not just inanimate sources, as a way to obtain information? This might be particularly appropriate if you are working on an emerging topic or a topic with local connections. There are a variety of reasons that talking with someone will add to your research.

For personal interactions, there are other specific things you can do to obtain better results. Do some background work on the topic before contacting the person you hope to interview. The more familiarity you have with your topic and its terminology, the easier it will be to ask focused questions. Focused questions are important if you want to get into the meat of what you need. Asking general questions because you think the specifics might be too detailed rarely leads to the best information. Acknowledge the time and effort someone is taking to answer your questions, but also realize that people who are passionate about subjects enjoy sharing what they know. Take the opportunity to ask experts about sources they would recommend.

Determining Search Concepts and Keywords

Once you’ve selected some good resources for your topic, and possibly talked with an expert, it is time to move on to identify words you will used to search for information on your topic in various databases and search engines. This is sometimes referred to as building a search query. When deciding what terms to use in a search, break down your topic into its main concepts. Don’t enter an entire sentence, or a full question. Different databases and search engines process such queries in different ways, but many look for the entire phrase you enter as a complete unit, rather than the component words. While some will focus on just the important words, such as Sarah’s Google search that you read about earlier in this chapter, the results are often still unsatisfactory. The best thing to do is to use the key concepts involved with your topic. In addition, think of synonyms or related terms for each concept. If you do this, you will have more flexibility when searching in case your first search term doesn’t produce any or enough results. This may sound strange, since if you are looking for information using a Web search engine, you almost always get too many results. Databases, however, contain fewer items, and having alternative search terms may lead you to useful sources. Even in a search engine like Google, having terms you can combine thoughtfully will yield better results.

The following worksheet is an example of a process you can use to come up with search terms. It illustrates how you might think about the topic of violence in high schools. Notice that this exact phrase is not what will be used for the search. Rather, it is a starting point for identifying the terms that will eventually be used.

Topic: Violence in high schools. The concepts section is split into two columns: Violence and High school. Possible alternate terms for violence are listed in the first column, with OR separating each word. These are bullying, guns, knives, or gangs. Possible alternate terms for high school are listed in the second column, with OR separating each word. These are secondary school and 12th grade.

Now, use a clean copy of the same worksheet to think about the topic Sarah’s team is working on. How might you divide their topic into concepts and then search terms? Keep in mind that the number of concepts will depend on what you are searching for. And that the search terms may be synonyms or narrower terms. Occasionally, you may be searching for something very specific, and in those cases, you may need to use broader terms as well. Jot down your ideas then compare what you have written to the information on the second, completed worksheet and identify 3 differences.

Topic and Concepts chart. The topic is “The involvement of women painters in the Impressionist movement had an effect upon the subjects portrayed.” The concepts are (1) Women (2) Painters (3) Impressionist Movement and (4) Subjects. There are 8 blanks below each concept, each separated with the word OR. These blanks are for alternate terms for each concept.

Boolean Operators

Once you have the concepts you want to search, you need to think about how you will enter them into the search box. Often, but not always, Boolean operators will help you. You may be familiar with Boolean operators. They provide a way to link terms. Boolean operators are also discussed in the Scope chapter. The information in the two chapters complements each other and reading about this important topic again provides a review for the topics that overlap.

We will start by capturing the ideas of the women creating the art. We will use women painters and women artists as the first step in our sample search. You could do two separate searches by typing one or the other of the terms into the search box of whatever tool you are using:

women painters

women artists

You would end up with two separate result lists and have the added headache of trying to identify unique items from the lists. You could also search on the phrase

women painters and women artists

But once you understand Boolean operators, that last strategy won’t make as much sense as it seems to.

There are three Boolean operators: and, or , and not .

And is used to get the intersection of all the terms you wish to include in your search. With this example

you are asking that the items you retrieve have both of those terms. If an item only has one term, it won’t show up in the results. This is not what the searcher had in mind—she is interested in both artists and painters, because she doesn’t know which term might be used. She doesn’t intend that both terms have to be used. Let’s go on to the next Boolean operator, which will help us out with this problem.

Or is used when you want at least one of the terms to show up in the search results. If both do, that’s fine, but it isn’t a condition of the search. So or makes a lot more sense for this search:

women painters or women artists

Now, if you want to get fancy with this search, you could use both and as well as or :

women and (painters or artists)

The parentheses mean that these two concepts, painters and artists, should be searched as a unit, and the search results should include all items that use one word or the other. The results will then be limited to those items that contain the word women . If you decide to use parentheses for appropriate searches, make sure that the items contained within them are related in some way. With or , as in our example, it means either of the terms will work. With and , it means that both terms will appear in the document.

Type both of these searches in Google Scholar  and compare the results. Were they the same? If not, can you determine what happened? Which result list looked better?

Here is another example of a search string, using both parentheses and two Boolean operators:

entrepreneurship and (adolescents or teens)

In this search, you are looking for entrepreneurial initiatives connected with people in their teens. Because there are so many ways to categorize this age group, it makes sense to indicate that either of these terms should appear in the results, along with entrepreneurship.

However, this search string isn’t perfect. Can you pick out two problems with the search terms?

The third Boolean operator, not , can be problematic. Not is used to exclude items from your search. If you have decided, based on the scope of the results you are getting, to focus only on a specific aspect of a topic, use not , but be aware that items are being lost in this search. For example, if you entered

entrepreneurship and (adolescents or teens) not adults

you might lose some good results. Why? If you would like to see graphical representations of the effects of Boolean operators, take a look at the Scope chapter in this book.

Here is a good overview of Boolean operator use.

Other Helpful Search Techniques

Using Boolean operators isn’t the only way you can create more useful searches. In this section, we will review several others.

In this search:

Entrepreneurs and (adolescents or teens)

you might think that the items that are retrieved from the search can refer to entrepreneurs plural or entrepreneur singular. If you did, you spotted a problem. Because computers are very literal, they usually look for the exact terms you enter. While it is true that some search functions are moving beyond this model, you want to think about alternatives, just to be safe. In this case, using the singular as well as the plural form of the word might help you to find useful sources. Truncation, or searching on the root of a word and whatever follows, lets you do this.

So, if you search on

Entrepreneur* and (adolescents or teens)

You will get items that refer either to the singular or plural version of the word entrepreneur , but also entrepreneurship .

Look at these examples:

Think of two or three words you might retrieve when searching on these roots. It is important to consider the results you might get and alter the root if need be. An example of this is polic* . Would it be a good idea to use this root if you wanted to search on policy or policies ? Why or why not?

In some cases, a symbol other than an asterisk is used. To determine what symbol to use, check the help section in whatever resource you are using. The topic should show up under the truncation or stemming headings.

Here is the same search terms worksheet you saw earlier, but with truncation acknowledged:

A version of the previous complete Topic and Concepts chart. This chart has been altered to use truncation techniques. The alternate terms for women are wom*n, female*, mother*, Berthe Morisot, and Mary Cassatt. The alternate terms for painters are painter*, and artist*. The alternate terms for Impressionist Movement are impressionis*. The alternate terms for subjects are subject*, figure*, still life, and cityscape. Note: Some systems might use a different symbol for internal truncation, which might be called a wildcard. It might be a question mark (e.g., wom?n), but it is best to check the help files before you begin your search.

Phrase Searches

Phrase searches are particularly useful when searching the web. If you put the exact phrase you want to search in quotation marks, you will only get items with those words as a phrase and not items where the words appear separately in a document, website, or other resource. Your results will usually be fewer, although surprisingly, this is not always the case. Try these two searches in the search engine of your choice:

“essay exam”

Was there a difference in the quality and quantity of results? If you would like to find out if the database or search engine you are using allows phrase searching and the conventions for doing so, search the help section. These help tools can be very, well, helpful!

Advanced Searches

Advanced searching allows you to refine your search query and prompts you for ways to do this. Consider the basic Google.com search box. It is very minimalistic, but that minimalism is deceptive. It gives the impression that searching is easy and encourages you to just enter your topic, without much thought, to get results. You certainly do get many results. But are they really good results? Simple search boxes do many searchers a disfavor. There is a better way to enter searches.

Advanced search screens show you many of the options available to you to refine your search, and, therefore, get more manageable numbers of better items. Many web search engines include advanced search screens, as do databases for searching research materials. Advanced search screens will vary from resource to resource and from web search engine to research database, but they often let you search using

  • Implied Boolean operators (for example, the “all the words” option is the same as using the Boolean and )
  • Limiters for date, domain (.edu, for example), type of resource (articles, book reviews, patents)
  • Field (a field is a standard element, such as title of publication or author’s name)
  • Phrase (rather than entering quote marks)

Let’s see how this works in practice.

Exercise: Google Searches

Go to the advanced search option in Google .

Take a look at the options Google provides to refine your search. Compare this to the basic Google search box. One of the best ways you can become a better searcher for information is to use the power of advanced searches, either by using these more complex search screens or by remembering to use Boolean operators, phrase searches, truncation, and other options available to you in most search engines and databases.

While many of the text boxes at the top of the Google Advanced Search page mirror concepts already covered in this chapter (for example, “this exact word or phrase” allows you to omit the quotes in a phrase search), the options for narrowing your results can be powerful. You can limit your search to a particular domain (such as .edu for items from educational institutions) or you can search for items you can reuse legally (with attribution, of course!) by making use of the “usage rights” option. However, be careful with some of the options, as they may excessively limit your results. If you aren’t certain about a particular option, try your search with and without using it and compare the results. If you use a search engine other than Google, check to see if it offers an advanced search option: many do.

Subject Headings

In the section in this chapter on advanced searches, you read about field searching. To explain further, if you know that the last name of the author whose work you are seeking is Wood, and that he worked on forestry-related topics, you can do a far better search using the author field. Just think what you would get in the way of results if you entered a basic search such as forestry and wood . It is great to use the appropriate Boolean operator, but oh, the results you will get! But what if you specified that wood had to show up as part of the author’s name? This would limit your results quite a bit.

So what about forestry ? Is there a way to handle that using a field search? The answer is yes (why else bring it up?). Subject headings are terms that are assigned to items to group them. An example is cars—you could also call them autos, automobiles, or even more specific labels like SUVs or vans. You might use the Boolean operator or and string these all together. But if you found out that the sources you are searching use automobiles as the subject heading, you wouldn’t have to worry about all these related terms, and could confidently use their subject heading and get all the results, even if the author of the piece uses cars and not automobiles .

How does this work? In many databases, a person called an indexer or cataloger scrutinizes and enters each item. This person performs helpful, behind-the-scenes tasks such as assigning subject headings, age levels, or other indicators that make it easier to search very precisely. An analogy is tagging, although indexing is more structured than tagging. If you have tagged items online, you know that you can use any terms you like and that they may be very different from someone else’s tags. With indexing, the indexer chooses from a set group of terms. Obviously, this precise indexing isn’t available for web search engines—it would be impossible to index everything on the web. But if you are searching in a database, make sure you use these features to make your searches more precise and your result lists more relevant. You also will definitely save time.

You may be thinking that this sounds good. Saving time when doing research is a great idea. But how will you know what subject headings exist, so you can use them? Here is a trick that librarians use. Even librarians don’t know what terms are used in all the databases or online catalogs that they use. So a librarian’s starting point isn’t very far from yours. But they do know to use whatever features a database provides to do an effective search. They find out about them by acting like a detective.

You’ve already thought about the possible search terms for your information need. Enter the best search strategy you developed, which might use Boolean operators or truncation. Scan the results to see if they seem to be on topic. If they aren’t, figure out what results you are getting that just aren’t right, and revise your search. Terms you have searched on often show up in bold face type, so they are easy to pick out. Besides checking the titles of the results, read the abstracts (or summaries), if there are any. You may get some ideas for other terms to use. But if your results are fairly good, scan them with the intent to find one or two items that seem to be precisely what you need. Get to the full record (or entry), where you can see all the details entered by the indexers. Here is an example from the University at Albany’s Minerva catalog, but keep in mind that the catalog or database you are using may have entries that look very different.

Once you have the “full” record (which does not refer to the full text of the item, but rather the full descriptive details about the book, including author, subjects, date, and place of publication, and so on), look at the subject headings (they may be called descriptors or some other term, but they should be recognizable as subjects) and see what words are used. They may be identical to the terms you entered, but if not, revise your search using the subject heading words. The results list should now contain items that are relevant for your need.

This chapter presents a strategy for developing a successful search. This figure reviews the key points:

There are four steps in a recurring cycle: Select topic, then select concepts, then determine relationships, then use variations and refinements. The cycle then repeats. When you select your topic, you then break it into concepts. With these concepts, you should then select related terms or synonyms. Once you’ve determined relationships, you can select boolean operators and how to phrase your searching. After this, vary and refine your search with truncations, field searching, and subject headings.

It is tempting to think that once you have gone through all the processes around the circle, as seen in this diagram, your information search is done and you can start writing. However, research is a recursive process. You don’t start at the beginning and continue straight through until you end at the end. Once you have followed this planning model, you will often find that you need to alter or refine your topic and start the process again, as seen here:

There are four steps in a recurring cycle: Refine topic, then select concepts, then determine relationships, then use variations and refinements. The cycle then repeats. When you refine your topic, you narrow or broaden the scope and select a new aspect of the topic. You then revise existing concepts and add or eliminate concepts. Once you’ve determined relationships, you can select boolean operators and how to phrase your searching. After this, vary and refine your search with truncations, field searching, and subject headings.

This revision process may happen at any time, before or during the preparation of your paper or other final product. The researchers who are most successful do this, so don’t ignore opportunities to revise.

So let’s return to Sarah and her search for information to help her team’s project. Sarah realized she needed to make a number of changes in the search strategy she was using. She had several insights that definitely led her to some good sources of information for this particular research topic. Can you identify the good ideas she implemented?

Exercise: Reviewing Search Strategies

  • Enter the thesis statement into a database, rather than the catalog
  • Select keywords and enter them into Google
  • Dissect the thesis statement to determine key terms, related terms, and Boolean operators or other searching techniques
  • (social media and Twitter) and research and college students
  • Social media and college students and research purposes
  • (social media or Twitter or Facebook) and research and college student*
  • An online guide on the library’s website
  • The library’s catalog
  • Use any search refinements they provide that make sense
  • Check for the best subject headings to use
  • Both a. and b.
  • Select topic, select keywords, do search, read and understand results, create product
  • Select topic, select keywords, do search, read and understand results, revise search and return to the process as needed, create product
  • Check for online assistance on the library’s website, do the search, revise the search as needed, create product
  • The Information Literacy Users Guide. Authored by : Bernnard, Bobish, Hecker, Holden, Hosier, Jacobsen, Loney, Bullis. Provided by : SUNY. Located at : http://opensuny.org/omp/index.php/SUNYOpenTextbooks/catalog/book/170 . Project : Open SUNY Textbooks. License : CC BY-NC-SA: Attribution-NonCommercial-ShareAlike

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the importance of a good research plan

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Have you ever embarked on a research project and found yourself struggling to stay on track, or feeling lost and unsure of what to do next? A research plan can help you avoid these challenges and ensure that your research project is a success.

In this article, we'll dive into the key features of a research plan, and outline the steps you can take to create one for your research project. Whether you're a student, researcher, or professional, you'll learn what is the importance of having a research plan and how to make one that will help you achieve your research goals.

What is a Research Plan in a Project Management?

place where research and planning is done

A research plan in project management can be thought of as a blueprint for the research that will be done as part of the project. Essentially, it's a roadmap that outlines everything from the background of the project to the methods and techniques that will be used, to the timeline and resources required to carry out the research.

At its core, the purpose of a research plan is to make sure the research is organized, and systematic and contributes to the overall success of the project.

What are the 5 purposes of research?

Research is at the heart of human progress, and it serves a variety of purposes. Here are five key reasons why research is essential:

Knowledge Expansion

Research helps us better understand the world around us, uncovering new information and deepening our understanding of existing knowledge.

Problem Solving

Through research, we can identify the root causes of complex issues and develop innovative solutions to tackle them.

Policy Development

Research findings inform evidence-based policymaking, ensuring that decisions are grounded in data and best practices.

Technological Advancements

Scientific research paves the way for groundbreaking inventions and technological advancements that shape our lives.

Skill Development

The research process hones critical thinking, problem-solving, and communication skills, which are essential in today's fast-paced, ever-changing world.

What are the methods of research?

Various research methods are available to choose from, depending on your research question and objectives. Here are a few common methods:

Qualitative Research

This method focuses on exploring human experiences and understanding the meanings people attach to their actions or surroundings. It often involves interviews, focus groups, and observations.

Quantitative Research

Quantitative research seeks to quantify data and analyze relationships between variables using statistical methods. Surveys, experiments, and numerical data analysis are common in this approach.

Mixed Methods

This approach combines both qualitative and quantitative methods, capitalizing on the strengths of each to provide a more comprehensive understanding of a research question.

Experimental Research

In this method, researchers manipulate one or more independent variables to observe their effect on a dependent variable, allowing for causal inferences.

Case Studies

Case studies involve an in-depth examination of a specific situation or example, offering rich insights into the complexities of real-world phenomena.

When selecting your research method, consider the goals and context of your study. Keep in mind that the choice of method can significantly impact the outcomes and conclusions drawn from your research.

What goes into a research plan?

Here are some of the key components you might expect to see in a research plan:

1.       Background: This section gives a brief overview of what the project is all about and why the research is being done.

2.      Objectives: Here, you'll find the clear and specific goals for the research, along with the questions that will be answered and the outcomes that are expected.

3.    Methods: This section lays out the different methods that will be used to gather information, such as surveys, interviews, focus groups, or experiments.

4.      Participants: You'll learn about the people who will be included in the research, along with the criteria for choosing them and how many participants there will be.

5.       Data collection: This section provides a detailed plan for how the data will be gathered, including the tools that will be used and the procedures for collecting and storing the information.

6.    Data analysis: Here, you'll find the plan for analyzing the data and what statistical methods will be used to do so.

7.       Timelines: This section outlines the schedule for carrying out the research, with deadlines for each step of the process.

8.      Budget: This part provides an estimate of the resources that will be required, including personnel, equipment, and materials.

9.       Ethical considerations: This section addresses important ethical issues, such as informed consent, confidentiality, and data protection.

Overall, a well-designed research plan is an essential part of successful project management, helping to minimize risk and reduce the chances of errors or delays.

Research Plan Features

place where research and planning is done

Conducting a study can be compared to planning a road trip with your friends. Just like a well-planned road trip, a successful study requires a solid research plan. A research plan acts as a roadmap that guides you through the entire process, from start to finish, to ensure a successful outcome.

A study can have unexpected challenges and obstacles. For example, you may encounter bad weather or road closures on your trip. In a study, you may encounter unexpected challenges, like missing data or a lack of participants. But, with a well-planned research plan, you'll be prepared to handle these challenges and keep moving forward toward your destination.

Just like reaching your destination on a road trip, a successful study requires patience and persistence. You may encounter detours and delays, but with a clear roadmap, you'll be able to reach your destination. In a study, you may encounter setbacks, but with a solid research plan, you'll be able to overcome these challenges and achieve a successful outcome.

Here are some of the key features you need to include in your research plan:

Feature 1: Objectives and Goals - The Destination

Your research objectives and goals are like the destination you're trying to reach on your road trip. Just as you need to know where you're headed, your research plan should clearly define what you hope to achieve through your study. This includes defining the questions you want to answer, the outcomes you expect to see, and the impact you aim to have.

For example, if you're studying the effects of a new drug on patients with a specific illness, your objectives and goals might be to determine the drug's effectiveness and safety.

Feature 2: Methodology - The Route

Your methodology outlines the methods and techniques you'll use to conduct your study, just like choosing the best route for your road trip. This includes the study design, sample size, data collection methods, and analysis techniques. The methodology should be chosen based on your research question, available resources , and limitations of your study.

For example, if you're studying the impact of a new teaching method on student performance, your methodology might include conducting a randomized control trial to compare the new method to traditional teaching methods.

Feature 3: Timelines and Budgets - The Map

Your timelines and budgets act as the map you'll use to plan your road trip. Your research plan should include a schedule of when each aspect of your study will be completed and the resources you'll need to complete the project. These should be realistic and achievable, allowing for contingencies in case of unexpected events.

For example, if you're conducting a study on the effects of a new environmental policy on air quality, your timeline might include conducting air quality tests before and after the policy is implemented, and your budget might include the cost of the tests, equipment, and labor.

How to Write a Research Plan

place where research and planning is done

Writing a research plan can seem overwhelming, especially if you're just starting. But trust me, having a solid plan in place will make the whole research process a lot smoother. A research plan is just a roadmap for your research project - it outlines your goals, the methods you'll use to achieve them, and the timeline for getting everything done.

So, where do you even begin with creating a research plan? Here's a step-by-step guide to help you get started:

Step 1: Find Your Focus - Define the Research Question

Before you dive into any research project, you need to have a clear idea of what you want to accomplish. The first step is to define the research question - this will serve as the cornerstone of your project. When formulating your research question, think about the problem you want to solve and how you want to approach it. It's important to make sure your research question is relevant, feasible, and aligns with the overall goals of your project.

Example: If you're interested in exploring the impact of social media on mental health, your research question could be "How does social media usage affect the mental well-being of young adults?"

Step 2: Get to Know the Literature - Review the Literature

Next, you'll want to familiarize yourself with what's already out there on your topic. This is where the literature review comes in - it will provide you with a comprehensive understanding of what's already known and what still needs to be explored. The literature review involves searching academic journals, books, and other sources for information on your topic. By the end of this step, you'll have a solid foundation of knowledge and a better idea of the gaps in the existing knowledge that your research project will fill.

Example: If your research question is about the impact of social media on mental health, you could search for articles and studies that have looked at the relationship between social media usage and mental well-being.

Step 3: Plan Your Attack - Develop the Methodology

place where research and planning is done

Now that you have a good understanding of your topic and what's already out there, it's time to develop a plan for your research project. This is where you'll decide on the research design, sample size, data collection methods, and analysis techniques that will best address your research question. Your methodology should be based on the literature review and should be feasible, ethical, and reliable.

Example: If you're exploring the impact of social media on mental health, you could use a survey to gather data from young adults on their social media usage and mental well-being. You could also use statistical analysis to identify patterns and relationships between these variables.

Step 4: Get Organized - Prepare the Timeline and Budget

Finally, it's time to put all the pieces together and prepare a timeline and budget for your research project. This involves estimating the resources you'll need for each aspect of your project and creating a schedule for completing it. When developing your timeline and budget, it's important to be realistic, achievable, and flexible. Make sure to allow for unexpected events and contingencies.

Example: If you're exploring the impact of social media on mental health, your timeline could include steps like designing the survey, recruiting participants, collecting and analyzing data, and writing up the results. Your budget could include the cost of survey software, printing, and any other resources you'll need to complete the project.

How do you write a research plan on Edworking?

We understand the importance of a good research plan and how it can make or break your work. But where to begin? Enter Edworking, the all-in-one productivity platform that makes planning and executing research projects a breeze. In this article, we'll guide you on how to write a research plan on Edworking while providing helpful resources to empower you throughout the process.

Define your research objective

Before diving headfirst into the sea of research, it's essential to know your destination. What do you want to achieve with your research? By defining clear objectives, you'll be able to stay focused and streamline your efforts. Use Edworking's task management feature to create tasks and milestones for your objectives, keeping your research plan on track.

Identify your research questions

Once you've set your objectives, it's time to dig deeper. What are the burning questions that need answers? Listing these questions will help you stay on course and ensure you're gathering the right information. Try using the Stories feature in Edworking to share your questions with your team, encouraging open discussion and collaboration.

Outline your methodology

In the world of research, methodology is king. Decide which methods you'll use to collect and analyze data, and consider the ethical implications of your choices. Will you conduct interviews, surveys, or observe from afar? With Edworking's workspace, you can document your methodology in real-time, collaborate with your team, and even publish it as a blog.

Allocate resources and set a timeline

A good research plan needs a realistic timeline and proper resource allocation. Estimate how long each task will take, and assign resources accordingly. Edworking's task management tool lets you assign tasks to team members, track progress, and communicate updates seamlessly.

Monitor and adjust your research plan

Life is full of surprises, and your research plan is no exception. Keep an eye on your progress, and be ready to adapt to new information or unexpected obstacles. By using Edworking's integrated communication tools, you'll be able to pivot and make adjustments in real time, ensuring your research plan stays on course.

In conclusion, writing a research plan on Edworking is a walk in the park when you follow these steps. The platform's integrated features provide everything you need to create, manage, and execute your research plans, allowing you to focus on what truly matters: the success of your project. So, why wait? Sign up for a free demo on Edworking today and bring your research plans to life.

Thank you for taking the time to read this article on the importance of a good research plan. I hope you found it informative and helpful in your research journey. Remember, a solid research plan is the key to a successful research project and can make all the difference in achieving your goals and objectives.

If you're looking for a tool to help you create a research plan that's both well-structured and effective, I highly recommend checking out Edworking . This online platform provides you with all the tools you need to create a comprehensive research plan. With Edworking, you'll be able to streamline the research planning process and ensure that your project is a success. So why not give it a try today and see how it can help you reach your research destination with ease and confidence!

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Thinking About the Context: Setting (Where?) and Participants (Who?)

  • First Online: 28 March 2017

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  • Kenan Dikilitaş 3 &
  • Carol Griffiths 4  

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In recent years, context has come to be recognized as a key element which influences the outcomes of research studies and impacts on their significance. Two important aspects of context are the setting (where the study is taking place) and the participants (who is included in the study). It is critical that both of these aspects are adequately considered and explained so that meaningful conclusions can be drawn from the data. The role of the action-researcher as an active participant in the context also needs thought and explanation.

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Dikilitaş, K., Griffiths, C. (2017). Thinking About the Context: Setting (Where?) and Participants (Who?). In: Developing Language Teacher Autonomy through Action Research. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-50739-2_4

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  1. A place where research or planning is done CodyCross Answer

    This crossword clue belongs to CodyCross Concert Hall Group 600 Puzzle 1. The answer we have below for A place where research or planning is done has a total of 8 letters. HINTS AND TIPS: Before giving away the correct answer, here are some more hints and tips for you to guess the solution on your own! 1. The first letter of the answer is: B. B.

  2. How to Write a Research Plan: A Step by Step Guide

    Start by defining your project's purpose. Identify what your project aims to accomplish and what you are researching. Remember to use clear language. Thinking about the project's purpose will help you set realistic goals and inform how you divide tasks and assign responsibilities.

  3. A Beginner's Guide to Starting the Research Process

    Step 4: Create a research design. The research design is a practical framework for answering your research questions. It involves making decisions about the type of data you need, the methods you'll use to collect and analyze it, and the location and timescale of your research. There are often many possible paths you can take to answering ...

  4. How To Write a Research Plan (With Template and Examples)

    If you want to learn how to write your own plan for your research project, consider the following seven steps: 1. Define the project purpose. The first step to creating a research plan for your project is to define why and what you're researching. Regardless of whether you're working with a team or alone, understanding the project's purpose can ...

  5. Research Design

    Table of contents. Step 1: Consider your aims and approach. Step 2: Choose a type of research design. Step 3: Identify your population and sampling method. Step 4: Choose your data collection methods. Step 5: Plan your data collection procedures. Step 6: Decide on your data analysis strategies.

  6. Research Plan

    A research plan is a framework that shows how you intend to approach your topic. The plan can take many forms: a written outline, a narrative, a visual/concept map or timeline. It's a document that will change and develop as you conduct your research. Components of a research plan. 1. Research conceptualization - introduces your research question.

  7. Write Your Research Plan

    Review and Finalize Your Research Plan; Abstract and Narrative; Research Plan Overview and Your Approach. Your application's Research Plan has two sections: Specific Aims—a one-page statement of your objectives for the project. Research Strategy—a description of the rationale for your research and your experiments in 12 pages for an R01.

  8. How to Write a Research Proposal

    A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

  9. How to plan a research project

    What to do. At its simplest, research planning involves the four distinct steps outlined below: orienting yourself to knowledge-creation; defining your research question; reviewing previous research on your question; and then choosing relevant data to formulate your own answers. Because the focus of this Guide is on planning a research project ...

  10. Planning Your Research

    Abstract. Planning your research is a vital aspect that needs to be done prior to commencement of the research project. Albert Einstein (1879-1955) once stated that if he had an hour to solve a problem he would spend 55 mins thinking about the problem and 5 mins thinking about solutions.

  11. Guiding Research Success with Effective Planning

    The first step in creating a research plan is to set clear and concise research goals. These goals serve as the guiding principles of the research and provide a framework for the investigation. When setting research goals, align them with the research objectives, so that the plan remains focused and purposeful.

  12. Planning for Research

    Establishing a plan and norms for the project will help you to be more efficient and effective throughout the entire lifecycle of the project. This planning includes situating the research within the discipline, establishing a plan for organizing the research materials and considering the keywords and search parameters that will initially be used.

  13. Planning Research

    Planning Research. Figure 6. The Research Design Process. This diagram (taken from an archived Open University (UK) course entitled E891 Educational Inquiry) shows one way to schematise the research design process. Here, one begins with a research question and a context for the research (comprising policy and practice).

  14. Planning the Research

    Planning preoccupies the first position in the research process. It is the center around which all research activities progress. According to Urick (1943) "planning is a mental predisposition to do things in orderly way, to think before acting and to act in the light of facts rather than guesses" [].The typical research planning approach starts with defining the problem, then selecting a ...

  15. Creating a Research Plan

    The research plan describes many aspects of the project. It will help both the researchers and mentors understand the overall approach that is planned for the project. The contents of this web page should serve as a guide for creating a research plan. A written research plan should contain a description of the following. 1. The goals of the ...

  16. How to Plan and Schedule Your Research Tasks

    Identify your research question and scope. 2. Develop your research plan and timeline. 3. Choose your tools and resources. Be the first to add your personal experience. 4. Monitor and adjust your ...

  17. Research Methods and the Planning Process

    Chapter 1 introduces the definition of research methods, and how they relate to the urban and regional planning process. Although there are different approaches to resolving planning issues or making a plan, the basic process of planning goes from problem definition, data collection, data analysis, to reporting findings and using the findings ...

  18. How to Plan and Conduct a Research Project: 12 Simple Steps

    Let's have a brief and clear discussion on what we should do for achieving success in our research project. Well! For planning and conduction we have to go through following steps. Planning. 1. Topic selection. Many of us have a clear research topic of mind but some are also there who come up with various ideas.

  19. How to plan a research project

    If you are looking for some tips on how to plan a research project successfully, then this article will help you out. 1. Define a clear problem statement: As a researcher, you are probably quite familiar with the process of identifying gaps in the existing knowledge base when planning a research project. What you also need to acknowledge right ...

  20. Plan: Developing Research Strategies

    Part of planning to do research is determining which search tools will be the best ones to use. This applies whether you are doing scholarly research or trying to answer a question in your everyday life, such as what would be the best place to go on vacation. "Search tools" might be a bit misleading, since a person might be the source of ...

  21. The Importance Of Developing A Solid Research Plan

    A research plan acts as a roadmap that guides you through the entire process, from start to finish, to ensure a successful outcome. A study can have unexpected challenges and obstacles. For example, you may encounter bad weather or road closures on your trip. In a study, you may encounter unexpected challenges, like missing data or a lack of ...

  22. 5 types of research plans (and how to build them)

    Your research plan for data should also include details on how you plan to check your data, analyze it, and store it. Your plan might also include research about any journalist-friendly APIs that might be handy for your story. There are more APIs for things like social media as well as news than you can shake a stick at.

  23. Thinking About the Context: Setting (Where?) and ...

    Abstract. In recent years, context has come to be recognized as a key element which influences the outcomes of research studies and impacts on their significance. Two important aspects of context are the setting (where the study is taking place) and the participants (who is included in the study). It is critical that both of these aspects are ...

  24. Majority of US couples do not have an estate plan, study finds

    Ameriprise Financial's latest "Couples, Money & Retirement" survey found U.S. couples overwhelmingly agree on retirement goals, but most do not have an estate plan in place.

  25. Why do some people always get lost?

    Much of the research, though, has focused on two specific subskills: route-following by using landmarks — for example, turn left at the gas station, then go three blocks and turn right just past the red house — and what's often termed "survey knowledge," the ability to build and consult a mental map of a place.

  26. Political Typology Quiz

    About Pew Research Center Pew Research Center is a nonpartisan fact tank that informs the public about the issues, attitudes and trends shaping the world. It conducts public opinion polling, demographic research, media content analysis and other empirical social science research. Pew Research Center does not take policy positions.

  27. Why Iran attacked Israel and what comes next

    Why did the attack take place? Israel and Iran are long-standing rivals and have been engaged in a shadow war for years. Israel's war on Hamas, waged since the militant group attacked Israel on ...