how to plan research project

Illustration by James Round

How to plan a research project

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

by Brooke Harrington   + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):

Publication date:

Title of book, chapter, or article:

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

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

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

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

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

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

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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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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.

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FLEET LIBRARY | Research Guides

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

• Research Plan
• Literature Review
• Ulrich's Global Serials Directory
• Related Guides

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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• What Is a Research Design | Types, Guide & Examples

What Is a Research Design | Types, Guide & Examples

Published on June 7, 2021 by Shona McCombes . Revised on November 20, 2023 by Pritha Bhandari.

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

• Your overall research objectives and approach
• Whether you’ll rely on primary research or secondary research
• Your sampling methods or criteria for selecting subjects
• Your data collection methods
• The procedures you’ll follow to collect data
• Your data analysis methods

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

Table of contents

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

• Introduction

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

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

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

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

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

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

Practical and ethical considerations when designing research

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

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

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

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

Types of quantitative research designs

Quantitative designs can be split into four main types.

• Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships
• Descriptive and correlational designs allow you to measure variables and describe relationships between them.

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

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

Types of qualitative research designs

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

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

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

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

Defining the population

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

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

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

• Sampling methods

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

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

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

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

Case selection in qualitative research

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

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

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

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

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

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

Survey methods

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

Observation methods

Observational studies allow you to collect data unobtrusively, observing characteristics, behaviors or social interactions without relying on self-reporting.

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

Other methods of data collection

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

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

Secondary data

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

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

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

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

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

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

Operationalization

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

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

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

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

Reliability and validity

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

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

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

Sampling procedures

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

That means making decisions about things like:

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

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

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

Data management

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

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

Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings (high replicability ).

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

Quantitative data analysis

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

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

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

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

Using inferential statistics , you can:

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

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

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

Qualitative data analysis

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

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

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

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

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

 Statistics

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

Research bias

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

A research design is a strategy for answering your   research question . It defines your overall approach and determines how you will collect and analyze data.

A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.

Quantitative research designs can be divided into two main categories:

• Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
• Experimental and quasi-experimental designs are used to test causal relationships .

Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.

The priorities of a research design can vary depending on the field, but you usually have to specify:

• Your research questions and/or hypotheses
• Your overall approach (e.g., qualitative or quantitative )
• The type of design you’re using (e.g., a survey , experiment , or case study )
• Your data collection methods (e.g., questionnaires , observations)
• Your data collection procedures (e.g., operationalization , timing and data management)
• Your data analysis methods (e.g., statistical tests  or thematic analysis )

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

Operationalization means turning abstract conceptual ideas into measurable observations.

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

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

A research project is an academic, scientific, or professional undertaking to answer a research question . Research projects can take many forms, such as qualitative or quantitative , descriptive , longitudinal , experimental , or correlational . What kind of research approach you choose will depend on your topic.

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Planning Your Research

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Educational resources and simple solutions for your research journey

How to Plan a Research Project

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

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

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

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

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5 Essential tips to plan and manage research projects

Project Management

Dr. Romiya Barry

Once you have successfully applied for funding for your research project and received the award, it is time to set it up. You may be managing a project for the first time and may be unprepared to face the challenges. Setting up a project requires you to think of multiple aspects.  This article will provide five tips to create a roadmap for your research project success.

Set up a shared workspace

Whether you have a private lab to work in, or you are leading a multidisciplinary virtual project, a central location is essential to instilling team cohesion. The central location for sharing information may be a bulletin board on a wall in the lab or a shared network drive that only team members actively contributing to the project can access. The location will be the primary source for providing updates to the team and managing project knowledge. The location should also host the team charter which establishes agreement on how you will work together to accomplish the project goals. The team charter outlines the team mission, vision, and objectives. It can set the ground rules for modes of communication, group planning, meeting expectations as individuals and as a team, the reporting structure, and how to handle deadlines.

Create a project management plan

It is likely your funding application required you to submit a project plan. However, the assumptions that grounded your original project plan may be no longer valid.  For example, there may be a change in available resources, key personnel have been reallocated to other projects, or there was a shift in the known science around your topic. These changes can necessitate changes in your original plan. The project plan you submitted should be reviewed, and the resources and assumptions built into the plan should be revised, accordingly. The project plan sets out what you will do. The next step you should take with the team is to plan out how you will conduct the project. Include the tasks to be completed and the expected time and effort required to complete them.

Prepare for budget management

Knowing when you will receive funding disbursements and make expenditures will help you to plan the timeline of project activities. Make a list of the materials to be purchased with a schedule for acquiring the items and the expected cost of each purchase. Similarly, create a list of the vendors to be contracted and a schedule and budget of the contract payments. Be aware of any contingencies to the grant funding schedule, especially if disbursements will be received according to milestones. To minimize the risk that the project is delayed due to insufficient funding to carry out the next task, review the schedule of installment payments alongside your schedule of expenditures.

Forecast the risks

When setting up your project management plan, decide with your team what challenges you may expect for each of the milestones you have outlined in the project plan. Write a plan to avoid and mitigate each risk. Account for project successes during risk planning. For example, if you accomplish a milestone ahead of schedule, will the team be ready to initiate the subsequent activities in the plan? Review your list with other stakeholders to gain an external perspective.

Create a communication plan

Set expectations for stakeholders on how often you will distribute updates about the project. Focus the communication plan to include stakeholders who are decision-makers and those impacted by the activities and outcomes of the project. Decide how often you will communicate progress, the intervals for releasing updates, and in which format you will provide the communication. Make sure to balance the information provided by including highlights on barriers and facilitators to success, an overview of project failures, and notable achievements.

Summary As a research manager, you help to set the course for project success. An organized project facilitates efficient problem-solving and quick decision-making. Start your project by planning your activities and managing your resources, and plan to communicate effectively to relevant stakeholders.

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How to Get Started With a Research Project

Last Updated: October 3, 2023 Fact Checked

This article was co-authored by Chris Hadley, PhD . Chris Hadley, PhD is part of the wikiHow team and works on content strategy and data and analytics. Chris Hadley earned his PhD in Cognitive Psychology from UCLA in 2006. Chris' academic research has been published in numerous scientific journals. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 311,388 times.

You'll be required to undertake and complete research projects throughout your academic career and even, in many cases, as a member of the workforce. Don't worry if you feel stuck or intimidated by the idea of a research project, with care and dedication, you can get the project done well before the deadline!

Development and Foundation

• Don't hesitate while writing down ideas. You'll end up with some mental noise on the paper – silly or nonsensical phrases that your brain just pushes out. That's fine. Think of it as sweeping the cobwebs out of your attic. After a minute or two, better ideas will begin to form (and you might have a nice little laugh at your own expense in the meantime).

• Some instructors will even provide samples of previously successful topics if you ask for them. Just be careful that you don't end up stuck with an idea you want to do, but are afraid to do because you know someone else did it before.

• For example, if your research topic is “urban poverty,” you could look at that topic across ethnic or sexual lines, but you could also look into corporate wages, minimum wage laws, the cost of medical benefits, the loss of unskilled jobs in the urban core, and on and on. You could also try comparing and contrasting urban poverty with suburban or rural poverty, and examine things that might be different about both areas, such as diet and exercise levels, or air pollution.

• Think in terms of questions you want answered. A good research project should collect information for the purpose of answering (or at least attempting to answer) a question. As you review and interconnect topics, you'll think of questions that don't seem to have clear answers yet. These questions are your research topics.

• Don't limit yourself to libraries and online databases. Think in terms of outside resources as well: primary sources, government agencies, even educational TV programs. If you want to know about differences in animal population between public land and an Indian reservation, call the reservation and see if you can speak to their department of fish and wildlife.
• If you're planning to go ahead with original research, that's great – but those techniques aren't covered in this article. Instead, speak with qualified advisors and work with them to set up a thorough, controlled, repeatable process for gathering information.

• If your plan comes down to “researching the topic,” and there aren't any more specific things you can say about it, write down the types of sources you plan to use instead: books (library or private?), magazines (which ones?), interviews, and so on. Your preliminary research should have given you a solid idea of where to begin.

Expanding Your Idea with Research

• It's generally considered more convincing to source one item from three different authors who all agree on it than it is to rely too heavily on one book. Go for quantity at least as much as quality. Be sure to check citations, endnotes, and bibliographies to get more potential sources (and see whether or not all your authors are just quoting the same, older author).
• Writing down your sources and any other relevant details (such as context) around your pieces of information right now will save you lots of trouble in the future.

• Use many different queries to get the database results you want. If one phrasing or a particular set of words doesn't yield useful results, try rephrasing it or using synonymous terms. Online academic databases tend to be dumber than the sum of their parts, so you'll have to use tangentially related terms and inventive language to get all the results you want.

• If it's sensible, consider heading out into the field and speaking to ordinary people for their opinions. This isn't always appropriate (or welcomed) in a research project, but in some cases, it can provide you with some excellent perspective for your research.
• Review cultural artifacts as well. In many areas of study, there's useful information on attitudes, hopes, and/or concerns of people in a particular time and place contained within the art, music, and writing they produced. One has only to look at the woodblock prints of the later German Expressionists, for example, to understand that they lived in a world they felt was often dark, grotesque, and hopeless. Song lyrics and poetry can likewise express strong popular attitudes.

Expert Q&A

• Start early. The foundation of a great research project is the research, which takes time and patience to gather even if you aren't performing any original research of your own. Set aside time for it whenever you can, at least until your initial gathering phase is complete. Past that point, the project should practically come together on its own. Thanks Helpful 1 Not Helpful 0
• When in doubt, write more, rather than less. It's easier to pare down and reorganize an overabundance of information than it is to puff up a flimsy core of facts and anecdotes. Thanks Helpful 1 Not Helpful 0

• Respect the wishes of others. Unless you're a research journalist, it's vital that you yield to the wishes and requests of others before engaging in original research, even if it's technically ethical. Many older American Indians, for instance, harbor a great deal of cultural resentment towards social scientists who visit reservations for research, even those invited by tribal governments for important reasons such as language revitalization. Always tread softly whenever you're out of your element, and only work with those who want to work with you. Thanks Helpful 8 Not Helpful 2
• Be mindful of ethical concerns. Especially if you plan to use original research, there are very stringent ethical guidelines that must be followed for any credible academic body to accept it. Speak to an advisor (such as a professor) about what you plan to do and what steps you should take to verify that it will be ethical. Thanks Helpful 6 Not Helpful 2

You Might Also Like

• ↑ http://www.butte.edu/departments/cas/tipsheets/research/research_paper.html
• ↑ https://www.nhcc.edu/academics/library/doing-library-research/basic-steps-research-process
• ↑ https://library.sacredheart.edu/c.php?g=29803&p=185905
• ↑ https://owl.purdue.edu/owl/general_writing/common_writing_assignments/research_papers/choosing_a_topic.html
• ↑ https://www.unr.edu/writing-speaking-center/student-resources/writing-speaking-resources/using-an-interview-in-a-research-paper
• ↑ https://www.science.org/content/article/how-review-paper

About This Article

The easiest way to get started with a research project is to use your notes and other materials to come up with topics that interest you. Research your favorite topic to see if it can be developed, and then refine it into a research question. Begin thoroughly researching, and collect notes and sources. To learn more about finding reliable and helpful sources while you're researching, continue reading! Did this summary help you? Yes No

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Project Planning for the Beginner: Research Design

• Defining a Topic
• Reviewing the Literature
• Developing a Researchable Question

Research Design

• Planning, Data, Writing and Dissemination

What Is a Research Plan?

This refers to the overall plan for your research, and will be used by you and your supervisor to indicate your intentions for your research and the method(s) you’ll use to carry it out. It includes:

• A specification of your research questions

• An outline of your proposed research methods

• A timetable for doing the work

What Is Research Design?

The term “ research design “ is usually used in reference to experimental research, and refers to the design of your experiment. However, you will also see the term “research design” used in other types of research. Below is a list of possible research designs you might encounter or adopt for your research:

• Descriptive or exploratory (e.g., case study , naturalistic observation )

• Correlational (e.g., case-control study, observational study )

• Quasi-experimental (e.g., field experiment , quasi-experiment )

• Experimental (experiment with random allocation and a control and test group )

• Review (e.g. literature review , systematic review )

• Meta-analytic (e.g. meta-analysis )

Research Design Choices

How do i match my research method to my research question.

The method(s) you use must be capable of answering the research questions you have set. Here are some things you may have to consider:

• Often questions can be answered in different ways using different methods

• You may be working with multiple methods

• Methods can answer different sorts of questions

• Questions can be answered in different ways.

The matching of method(s) to questions always matters . Some methods work better for particular sorts of questions.

If your question is a hypothesis which must be falsifiable, you can answer it using the following possible methods:

• An experimental method using statistical methods to test your hypothesis.

• Survey data (either generated by you or secondary data) using statistical methods to test your hypothesis.

If your question requires you to describe a social context and/or process, then you can answer it using the following possible methods:

• You can use data from your own surveys and/or secondary data to carry out descriptive statistics and numerical taxonomy methods for classification .

• You can use qualitative material derived from:

• Documentary research

• Qualitative interviews

• Focus groups

• Visual research

• Ethnographic methods

• Any combination of the above may be deployed.

If your question(s) require you to make causal statements about how certain things have come to be as they are, then you might consider using the following:

• You can build quantitative causal models using techniques which derive from statistical regression analysis and seeing if the models “fit” your quantitative data set.

• You can do this through building simulations .

• You can do this by using figurational methods, particularly qualitative comparative analysis , which start either with the construction of quantitative descriptions of cases from qualitative accounts of those cases, or with an existing data set which contains quantitative descriptions of cases. 

• You can combine both approaches.

If your question(s) require you to produce interpretive accounts of human social actions with a focus on the meanings actors have attached to those actions, then you might consider using the following:

• You can use documentary resources which include accounts of action(s) and the meanings actors have attached to those actions. This is a key approach in historical research.

• You can conduct qualitative interviews .

• You can hold focus groups .

• You can do this using ethnographic observation .

• You can combine any or all of above approaches.

If your question(s) are evaluative, this could mean that you have to find out if some intervention has worked, how it has worked if it has, and why it didn’t work if it didn’t. You might then consider using the following:

• Any combination of quantitative and qualitative methods which fit the data you have.

• You should always use process tracing to generate a careful historical account of the intervention and its context(s). 

Checklist: Question to Ask When Deciding On a Method

Here are seven questions you should be able to answer about the methods you have chosen for your research. 

• Does your method/do your methods fit the research question(s)?
• Do you understand how the methods relate to your methodological position?
• Do you know how to use the method(s)  ?  If not, can you learn how to use the method(s)?
• Do you have the resources you need to use the methods? For example:

• statistical software

• qualitative data analysis software

• an adequate computer

• access to secondary data sets

• audio-visual equipment

• language training

• transport You need to work through this list and add anything else that you need.

• If you are using multiple methods, do you know how you are going to combine them to carry out the research?
• If you are using multiple methods, do you know how you are going to combine the  products of using them when writing up your research? 
• << Previous: Developing a Researchable Question
• Next: Planning, Data, Writing and Dissemination >>
• Last Updated: May 11, 2022 2:56 PM
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World Leaders in Research-Based User Experience

Project management for user research: the plan.

November 20, 2016 2016-11-20

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In This Article:

Why plans matter, what to include in your research plan, important planning considerations, what to include in your final research plan, what to deliver.

Creating a project plan structures your thinking around the research activity. Plans keep stakeholders involved and informed, while reducing the need for calls and meetings. Documenting your research-project planning can help prevent misunderstandings, unwanted method variation, and unnecessary rework.

A research-project plan is a living document that is shared and updated as needed. After your study, edit the plan to serve as the record of your research method. Plans take the work away from your limited memory and provide a convenient place to keep track of the many documents generated by each project.

The benefits of checklists are well known to people doing complex tasks, such as surgical staff and pilots. Busy people in distracting situations often forget to do something important, despite having many years of experience with a procedure. This checklist is meant to ensure that you don’t overlook any important elements when planning research studies .

In the beginning, your research project plan should include not only the information needed during the actual study sessions, but also various information that the team may make use of beforehand. Most plans should cover:

• Purpose of the plan
• Information about what you will be conducting research on, such as basics about the product, method, and rationale
• Purpose and goals of the research study
• User tasks, metrics, and usability goals, such as maximum time on task and other success criteria (if applicable)
• User profiles (characteristics of target participants for the research)
• Screening questionnaire and recruitment plan (if applicable)
• Expectations about deliverables and timing
• Expectations and roles
• To-do lists
• Note-taking and question-asking guidelines for observers, including how to collaborate in effective data gathering without biasing the sessions
• Facilitator script with questions for participants, including user scenarios (if applicable) and consent forms
• Location information and contact details
• Test setup, including equipment and supplies
• Get stakeholders’ signoff on plans, so everyone understands what’s in scope and how you will meet the research goals . Provide written goals, user profiles, tasks, and participant scenarios as soon as possible, so any concerns and questions can be discussed well in advance.
• Research participants can sometimes be controversial, so keep stakeholders informed periodically by sharing the details of the recruits as they are scheduled. But don’t include participants’ names and identifying information in plans — use numbers (P1, P2, etc.) instead to preserve their privacy. If screening criteria need to be adjusted during recruitment, having this shared understanding can make rapid changes easier to accomplish.
• First, consider the schedule for research sessions, building in time for pilot session(s), lunches, and debrief and regroup time between participants, so you can have solid appointment times for recruitment.
• Choose the location where you will conduct the research. Gather logistic information (such as maps, nearest hotels, and travel contacts) to help the research team have a great experience.
• Arrange any needed onsite support , such as IT staff, equipment, chairs, desks, tables, catering, beverages, and snacks.
• Decide how to compensate study participants. If you will pay them directly at the time of the study, plan to obtain the needed cash, gift certificates, or checks.
• If you have observers , consider how many you can accommodate and how they can best help with data capture.
• Make a checklist of items needed for a user study.
• Share contacts , including everyone’s mobile phone numbers for urgent issues.
• Consider information sharing : when and how to disseminate information during and after the study.
• Consent forms are required for all participants in order to inform them of the purpose of the study and get their agreement in a way that protects everyone legally. The exact wording may require approval in advance by stakeholders and any businesses you may visit for the research. Include at a minimum: what the study involves, who is conducting the research, why you’re doing it, the date, any incentive paid (phrase this part to double as a receipt), which information will be collected and how (including recording details), and which information will be shared with whom (including any NDA requirement).
• Provide tips for observers . Coach people in what to look for, how to take good notes, and how best to participate without interrupting. Set expectations about what to do and not do, and explain why that’s important to the research. Print observer guidelines to help everyone stay on track.
• Plan data capture, analysis, and reporting . Consider carefully how you will analyze the data and report it. Then plan a data-capturing method (and a fallback method) that meets your needs. Consider the abilities of the observers, the situation, and concerns of your participants. Plan to keep data confidential, and identify who will be responsible for protecting it appropriately.
• Make a Plan B . What could possibly go wrong? Don’t assume that you’ll be able to record audio or video, even if that’s the plan. Plan around not being able to print, get text messages, or use your devices. Decide what to do if anyone runs late or cancels at the last minute.
• Thank the participant.
• Introduce yourself and explain why you are doing the study.
• Set expectations for how the session will proceed.
• Get consent from the participant in writing.
• If applicable, give the participant the compensation for the study.
• Go over any instructions and, if you’re using a think-aloud method , read the think-aloud instructions to the participants and maybe show them a quick demo of what’s expected . Alternatively, ask people to read the instructions to you, and then ask if they have any questions about the process.
• Depending on the type of research you’re doing, you may want to ask some questions at the beginning of the session. For example, you might want to ask open-ended questions about the person’s role, experience with the task domain, industry, product, competitors, and so on. It might be helpful to ask what participants expect and what they hope for when using a system like yours.
• Depending on your research, you might be asking structured interview questions or watching people do tasks. Your script should contain planned wording for you to read as needed, so that you won’t accidentally introduce variations that might bias the answers.
• It’s often necessary to change wording, or to add or remove questions in the script between sessions. Some situations could require you to invent probing questions on the spot, as well, when interesting things occur. Set expectations with stakeholders that some variation will occur.
• If your research will have a hands-on component, ask participants to read scenarios (one at a time) and show you how they would do the activities, while you watch quietly and take notes.
• Optional: After each scenario is complete, you might want to ask people to rate how easy or difficult it was for them. The Single Ease Question is designed for this purpose. The best reason to use rating questions in qualitative research is to ask, “Why did you give it that rating?” afterward, so be sure to ask that each time too. You might also want to compare ratings over many research projects having the same scenarios. People are notoriously inconsistent at assigning numbers to ease of use, however, so you may find that the numbers or the reasons people state for their rating are at odds with what you observed in the session. Even so, the rationale for the rating may point to top-of-mind concerns.
• What did you like the most and the least about [X], and why?
• How do you normally do [Y activity] today; what’s easy and difficult about that? What could make that easier to do?
• Do you have any questions for me?
• Leave time for any observer questions and answers.
• Consider asking for permission to follow up with an additional question later. Ask people to contact you if they think of something else they want to tell you. You could also ask if the participant would like to be contacted for future research projects. If you used an outside recruiter , however, you should talk with the recruiter about that, not the participant.

The final version of your project plan should serve as a record of the research at the level of detail required to replicate the study in the future. Start with the plan you used for the study and remove unneeded detail or add new sections as needed. Be sure to update anything that changed, such as script and scenario wording.

Include information about:

• Team and product basics
• Research purpose, method, and goals
• User profiles and anonymized participant profiles
• Checklists, schedule, script, documents, and forms
• Anything that might be helpful to know about the location and travel
• Any tested prototypes, any photos, screenshots, or other important artifacts from the research study
• Deliverables list (file names, formats, responsible person, location), for the raw data, recordings, and report, if any
• Preliminary findings list
• Bug list (for the developers)
• Report, slide deck, or end prototype
• Recordings and other raw data
• Final research plan

Research-project plans are essential tools that help keep stakeholders informed. Planning helps you to remember what to do and to keep track of where you are in the research process. Each research project is a little different, so plans differ in structure and content. Make a research-plan template that you can modify as needed to save time in the future.

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What is UX Research: The Ultimate Guide for UX Researchers

0% complete

How to create a UX research plan (examples, tactics, and templates)

Conducting UX research without a plan is like moving to another country without knowing the language—confusing and exhausting.

To avoid wasting time and resources, it’s crucial to set achievable research goals and work on developing a research plan that’s clear, comprehensive, and aligned with your overarching business goals and research strategy.

A good UX research plan sets out the parameters for your research, and guides how you’ll gather insights to inform product development. In this chapter, we share a step-by-step guide to creating a research plan, including templates and tactics for you to try. You’ll also find expert tips from Paige Bennett, Senior User Research Manager at Affirm, and Sinéad Davis Cochrane, Research Manager at Workday.

What is a UX research plan?

A UX research plan—not to be confused with a UX research strategy —is a plan to guide individual user experience (UX) research projects.

It's a living document that includes a detailed explanation of tactics, methods, timeline, scope, and task owners. It should be co-created and shared with key stakeholders, so everyone is familiar with the project plan, and product teams can meet strategic goals.

While the UX research plan should be based on strategy, it’s not the same thing. A strategy is a high-level document that contains goals, budget, vision, and expectations. Meanwhile, a plan is a detailed document explaining how the team will achieve those strategic goals. In short, a strategy is a guide, but a plan is what drives action.

What are the benefits of using a UX research plan?

Conducting research without goals and parameters is aimless. A UX research plan is beneficial for your product, user, and business—by building a plan for conducting UX research, you can:

Streamline processes and add structure

Work toward specific, measurable goals, align and engage stakeholders, save time by avoiding rework.

The structure of a research plan allows you to set timelines, expectations, and task owners, so everyone on your team is aligned and empowered to make decisions. Since there’s no second guessing what to do next or which methods to use, you’ll find your process becomes simpler and more efficient. It’s also worth standardizing your process to turn your plan into a template that you can reuse for future projects.

When you set research goals based on strategy, you’ll find it easier to track your team’s progress and keep the project in scope, on time, and on budget. With a solid, strategy-based UX research plan you can also track metrics at different stages of the project and adjust future tactics to get better research findings.

“It’s important to make sure your stakeholders are on the same page with regards to scope, timeline, and goals before you start," explains Paige Bennett, Senior User Research Manager at Affirm. That's because, when stakeholders are aligned, they're much more likely to sign off on product changes that result from UX research.

A written plan is a collaborative way to involve stakeholders in your research and turn them into active participants rather than passive observers. As they get involved, they'll make useful contributions and get a better understanding of your goals.

A UX research plan helps you save time and money quite simply because it’s easier and less expensive to make design or prototype changes than it is to fix usability issues once the product is coded or fully launched. Additionally, having a plan gives your team direction, which means they won’t be conducting research and talking to users without motive, and you’ll be making better use of your resources. What’s more, when everyone is aligned on goals, they’re empowered to make informed decisions instead of waiting for their managers’ approval.

What should a UX research plan include?

In French cuisine, the concept of mise en place—putting in place—allows chefs to plan and set up their workspace with all the required ingredients before cooking. Think of your research plan like this—laying out the key steps you need to go through during research, to help you run a successful and more efficient study.

Here’s what you should include in a UX research plan:

• A brief reminder of the strategy and goals
• An outline of the research objectives
• The purpose of the plan and studies
• A short description of the target audience, sample size, scope, and demographics
• A detailed list of expectations including deliverables, timings, and type of results
• An overview of the test methods and a short explanation of why you chose them
• The test set up or guidelines to outline everything that needs to happen before the study: scenarios, screening questions, and duration of pilot tests
• Your test scripts, questions to ask, or samples to follow
• When and how you’ll present the results
• Cost estimations or requests to go over budget

Collect all UX research findings in one place

Use Maze to run quantitative and qualitative research, influence product design, and shape user-centered products.

How to create a UX research plan

Now we’ve talked through why you need a research plan, let’s get into the how. Here’s a short step-by-step guide on how to write a research plan that will drive results.

• Define the problem statement
• Get stakeholders’ buy-in
• Identify your objectives
• Choose the right research method
• Recruit participants
• Prepare the brief
• Establish the timeline
• Decide how you’ll present your findings

1. Define the problem statement

One of the most important purposes of a research plan is to identify what you’re trying to achieve with the research, and clarify the problem statement. For Paige Bennett , Senior User Research Manager at Affirm, this process begins by sitting together with stakeholders and looking at the problem space.

“We do an exercise called FOG, which stands for ‘Fact, Observation, Guess’, to identify large gaps in knowledge,” says Paige. “Evaluating what you know illuminates questions you still have, which then serves as the foundation of the UX research project.”

You can use different techniques to identify the problem statement, such as stakeholder interviews, team sessions, or analysis of customer feedback. The problem statement should explain what the project is about—helping to define the research scope with clear deliverables and objectives.

2. Identify your objectives

Research objectives need to align with the UX strategy and broader business goals, but you also need to define specific targets to achieve within the research itself—whether that’s understanding a specific problem, or measuring usability metrics . So, before you get into a room with your users and customers, “Think about the research objectives: what you’re doing, why you’re doing it, and what you expect from the UX research process ,” explains Sinéad Davis Cochrane , Research Manager at Workday.

Examples of research objectives might be:

• Learn at what times users interact with your product
• Understand why users return (or not) to your website/app
• Discover what competitor products your users are using
• Uncover any pain points or challenges users find when navigating with your product
• Gauge user interest in and prioritize potential new features

A valuable purpose of setting objectives is ensuring your project doesn't suffer from scope creep. This can happen when stakeholders see your research as an opportunity to ask any question. As a researcher , Sinéad believes your objectives can guide the type of research questions you ask and give your research more focus. Otherwise, anything and everything becomes a research question—which will confuse your findings and be overwhelming to manage.

Sinéad shares a list of questions you should ask yourself and the research team to help set objectives:

• What are you going to do with this information?
• What decisions is it going to inform?
• How are you going to leverage these insights?

Another useful exercise to help identify research objectives is by asking questions that help you get to the core of a problem. Ask these types of questions before starting the planning process:

• Who are the users you’re designing this for?
• What problems and needs do they have?
• What are the pain points of using the product?
• Why are they not using a product like yours?

3. Get stakeholders buy-in

It’s good practice to involve stakeholders at early stages of plan creation to get everyone on board. Sharing your UX research plan with relevant stakeholders means you can gather context, adjust based on comments, and gauge what’s truly important to them. When you present the research plan to key stakeholders, remember to align on the scope of research, and how and when you’ll get back to them with results.

Stakeholders usually have a unique vision of the product, and it’s crucial that you’re able to capture it early on—this doesn’t mean saying yes to everything, but listening to their ideas and having a conversation. Seeing the UX research plan as a living document makes it much easier to edit based on team comments. Plus, the more you listen to other ideas, the easier it will be to evangelize research and get stakeholders to see the value behind it.

I expect my stakeholders to be participants, and I outline how I expect that to happen. That includes observing interviews, participating in synthesis exercises, or co-presenting research recommendations.

Paige Bennett , Senior User Research Manager at Affirm

4. Choose the right research method

Choose between the different UX research methods to capture different insights from users.

To define the research methods you’ll use, circle back to your research objectives, what stage of the product development process you’re in, and the constraints, resources, and timeline of the project. It’s good research practice to use a mix of different methods to get a more complete perspective of users’ struggles.

For example, if you’re at the start of the design process, a generative research method such as user interviews or field studies will help you generate new insights about the target audience. Or, if you need to evaluate how a new design performs with users, you can run usability tests to get actionable feedback.

It’s also good practice to mix methods that drive quantitative and qualitative results so you can understand context, and catch the user sentiment behind a metric. For instance, if during a remote usability test, you hear a user go ‘Ugh! Where’s the sign up button?’ you’ll get a broader perspective than if you were just reviewing the number of clicks on the same test task.

Examples of UX research methods to consider include:

• Five-second testing
• User interviews
• Field studies
• Card sorting
• Tree testing
• Focus groups
• Usability testing
• Diary studies
• Live website testing

Check out our top UX research templates . Use them as a shortcut to get started on your research.

5. Determine how to recruit participants

Every research plan should include information about the participants you need for your study, and how you’ll recruit them. To identify your perfect candidate, revisit your goals and the questions that need answering, then build a target user persona including key demographics and use cases. Consider the resources you have available already, by asking yourself:

• Do you have a user base you can tap into to collect data?
• Do you need to hire external participants?
• What’s your budget to recruit users?
• How many users do you need to interact with?

When selecting participants, make sure they represent all your target personas. If different types of people will be using a certain product, you need to make sure that the people you research represent these personas. This means not just being inclusive in your recruitment, but considering secondary personas—the people who may not be your target user base, but interact with your product incidentally.

You should also consider recruiting research participants to test the product on different devices. Paige explains: “If prior research has shown that behavior differs greatly between those who use a product on their phone versus their tablet, I need to better understand those differences—so I’m going to make sure my participants include people who have used a product on both devices.”

During this step, make sure to include information about the required number of participants, how you’ll get them to participate, and how much time you need per user. The main ways to recruit testers are:

• Using an online participant recruitment tool like Maze’s panel
• Putting out physical or digital adverts in spaces that are relevant to your product and user
• Reaching out to existing users
• Using participants from previous research
• Recruiting directly from your website or app with a tool like In-Product Prompts

5.1. Determine how you’ll pay them

You should always reward your test participants for their time and insights. Not only because it’s the right thing to do, but also because if they have an incentive they’re more likely to give you complete and insightful answers. If you’re hosting the studies in person, you’ll also need to cover your participants' travel expenses and secure a research space. Running remote moderated or unmoderated research is often considered to be less expensive and faster to complete.

If you’re testing an international audience, remember to check your proposed payment system works worldwide—this might be an Amazon gift card or prepaid Visa cards.

6. Prepare the brief

The next component of a research plan is to create a brief or guide for your research sessions. The kind of brief you need will vary depending on your research method, but for moderated methods like user interviews, field studies, or focus groups, you’ll need a detailed guide and script. The brief is there to remind you which questions to ask and keep the sessions on track.

Your script should cover:

• Introduction: A short message you’ll say to participants before the session begins. This works as a starting point for conversations and helps set the tone for the meeting. If you’re testing without a moderator, you should also include an introductory message to explain what the research is about and the type of answers they should give (in terms of length and specificity).
• Interview questions: Include your list of questions you’ll ask participants during the sessions. These could be examples to help guide the interviews, specific pre-planned questions, or test tasks you’ll ask participants to perform during unmoderated sessions.
• Outro message: Outline what you'll say at the end of the session, including the next steps, asking participants if they are open to future research, and thanking them for their time. This can be a form you share at the end of asynchronous sessions.

It’s crucial you remember to ask participants for their consent. You should do this at the beginning of the test by asking if they’re okay with you recording the session. Use this space to lay out any compensation agreements as well. Then, ask again at the end of the session if they agree with you keeping the results and using the data for research purposes. If possible, explain exactly what you’ll do with their data. Double check and get your legal team’s sign-off on these forms.

7. Establish the timeline

Next in your plan, estimate how long the research project will take and when you should expect to review the findings. Even if not exact, determining an approximate timeline (e.g., two-three weeks) will enable you to manage stakeholders’ expectations of the process and results.

Many people believe UX research is a lengthy process, so they skip it. When you set up a timeline and get stakeholders aligned with it, you can debunk assumptions and put stakeholders’ minds at ease. Plus, if you’re using a product discovery tool like Maze, you can get answers to your tests within days.

8. Decide how you’ll present your findings

When it comes to sharing your findings with your team, presentation matters. You need to make a clear presentation and demonstrate how user insights will influence design and development. If you’ve conducted UX research in the past, share data that proves how implementing user insights has improved product adoption.

Examples of ways you can present your results include:

• A physical or digital PDF report with key statistics and takeaways
• An interactive online report of the individual research questions and their results
• A presentation explaining the results and your findings
• A digital whiteboard, like Miro, to display the results

In your plan, mention how you’ll share insights with the product team. For example, if you’re using Maze, you can start by emailing everyone the ready-to-share report and setting up a meeting with the team to identify how to bring those insights to life. This is key, because your research should be the guiding light for new products or updates, if you want to keep development user-centric. Taking care over how you present your findings will impact whether they’re taken seriously and implemented by other stakeholders.

Templates for UX research

Whether you’re creating the plan yourself or are delegating this responsibility to your team, here are six research templates to get started:

• UX research plan template : This editable Miro research project plan example helps you brainstorm user and business-facing problems, objectives, and questions
• UX research brief : You need a clear brief before you conduct UX research—Milanote shares a template that will help you simplify the writing process
• User testing synthesis : Trello put together a sample board to organize user testing notes—you can use this as a guide, but change the titles to fit your UX research purposes
• Usability testing templates : At Maze, we’ve created multiple templates for conducting specific UX research methods—this list will help you create different remote usability tests
• Information architecture (IA) tests template : The way you organize the information in your website or app can improve or damage the user experience—use this template to run IA tests easily
• Feedback survey templates : Ask users anything through a survey, and use these templates to get creative and simplify creation

Everything you need to know about UX research plans

We all know that a robust plan is essential for conducting successful UX research. But, in case you want a quick refresher on what we’ve covered:

• Using a UX research strategy as a starting point will make your plan more likely to succeed
• Determine your research objectives before anything else
• Use a mix of qualitative and quantitative research methods
• Come up with clear personas so you can recruit and test a group of individuals that’s representative of your real end users
• Involve stakeholders from the beginning to get buy-in
• Be vocal about timelines, budget, and expected research findings
• Use the insights to power your product decisions and wow your users; building the solution they genuinely want and need

UX research can happen at any stage of the development lifecycle. When you build products with and for users, you need to include them continuously at various stages of the process.

It’s helpful to explore the need for continuous discovery in your UX research plan and look for a tool like Maze that simplifies the process for you. We’ll cover more about the different research methods and UX research tools in the upcoming chapters—ready to go?

Elevate your UX research workflow

Discover how Maze can streamline and operationalize your research plans to drive real product innovation while saving on costs.

Frequently asked questions

What’s the difference between a UX research plan and a UX research strategy?

The difference between a UX research plan and a UX research strategy is that they cover different levels of scope and detail. A UX research plan is a document that guides individual user experience (UX) research projects. UX research plans are shared documents that everyone on the product team can and should be familiar with. The UX research strategy, on the other hand, outlines the high-level goals, expectations, and demographics of the discovery.

What should you include in a user research plan?

Here’s what to include in a user research plan:

• Problem statement
• Research objectives
• Research methods
• Participants' demographics
• Recruitment plan
• User research brief
• Expected timeline
• How to present findings

How do you write a research plan for UX design?

Creating a research plan for user experience (UX) requires a clear problem statement and objectives, choosing the right research method, recruiting participants and briefing them, and establishing a timeline for your project. You'll also need to plan how you'll analyze and present your findings.

Generative Research: Definition, Methods, and Examples

• CREd Library , Planning, Managing, and Publishing Research

Developing a Five-Year Research Plan

Cathy binger and lizbeth finestack, doi: 10.1044/cred-pvd-path006.

The following is a transcript of the presentation videos, edited for clarity.

What Is a Research Plan, and Why Do You Need One?

Presented by Cathy Binger

First we’re going to talk about what a research plan is, why it’s important to write one, and why five years—why not one year, why not ten years. So we’ll do some of those basic things, then Liza is going to get down and dirty into the nitty-gritty of “now what” how do I go about writing that research plan.

First of all, what is a research plan? I’m sure some of you have taken a stab at these already. In case you haven’t, this is a real personalized map that relates your projects to goals. It’s exactly what it sounds like, it’s a plan of how you’re going to go about doing your research. It doesn’t necessarily just include research.

It’s something that you need to put a little time and effort into in the beginning. And then, if you don’t revisit it, it’s really a useless document. It’s something that you need to come back to repeatedly, at least annually, and you need to make it visible. So it’s not a document that sits around and once a year you pull it out and look at it.

It can and should be designed, especially initially, with the help of a mentor or colleague. And it does serve multiple purposes, with different lengths and different amounts of detail.

I forgot to say, too, getting started, the slides for this talk were started using as a jumping off point Ray Kent’s talk from last year. So some of the slides we’ve borrowed from him, so many thanks to him for that.

But why do we want to do a research plan? Well, to me the big thing is the vision. Dr. Barlow talked this morning about your line of research and really knowing where you want to go, and this is where that shows up with all the nuts and bolts in place.

What do you want to accomplish? What do you want to contribute? Most of you are at the stage in your career where maybe you have started out with that you want to change the world scenario and realized that whatever you wanted your first research project to be, really, is your entire career. You need to get that down to the point where it is manageable projects that you can do—this is where you map out what those projects are and set reasonable timelines for that.

You want to really demonstrate your independent thinking and your own creativity, whatever that is that you then establish as a PhD student, postdoc, and beyond—this is where you come back to, okay, here’s how I’m going to go about achieving all of that.

This next point, learning to realistically gauge how long it takes to achieve each goal, this for most of us is a phenomenally challenging thing to do. Most of us really overestimate what we can do in a certain amount of time, and we learn the hard way that you can’t, and that’s another reason why you keep coming back to these plans repeatedly and learning over time what’s really manageable, what’s really doable, so we can still reach our goals and be very strategic about how we do that.

When you’re not strategic, you just don’t meet the goals. Your time gets sucked into so many different things. We need to be really practical and strategic.

Everything we do is going to take longer than we think.

I think this last one is something that maybe we don’t talk about enough. Really being honest with ourselves about the role of research in our lives. Not all of you are at very high-level research universities. Some of you have chosen to go elsewhere, where research maybe isn’t going to be playing the same role as it is for other people. The research plan for someone at an R One research intensive university is going to look quite different from someone who is at a primary teaching university. We need to be open and practical about that.

Getting sidetracked. I love this picture, I just found this picture the other day. This feels like my life. You can get pulled in so many different directions once you are a professor. You will get asked to do a thousand different things. There are lots of great opportunities that are out there. Especially initially, it’s tempting to say yes to all of them. But if you’re going to be productive, you have to be very strategic. I’m going to be a little bit sexist against my own sex here for a minute, but my observation has been that women tend to fall into this a little bit more than men do in wanting to say yes and be people pleasers for everything that comes down the pike.

It is a professional skill to learn how to say no. And to do that in such a way that you are not burning bridges as you go down the path. That is a critical skill if you are going to be a successful researcher. I can’t tell you how many countless people I’ve seen who are very bright, very dedicated, have the skills that it takes in terms of doing the work—but then they are not successful because they’ve gotten sidetracked and they try to be too much of a good citizen, give too much service to the department, too much “sure I’ll take on that extra class” or whatever else comes down the line.

I just spoke with a professor recently who had something like five hours a week of office hours scheduled every single week for one class. Margaret is shaking her head like “are you kidding?” That’s crazy stuff. But he wanted to really support his students. His students loved him, but he was not going to get tenure. That’s the story.

So we have to be very thoughtful and strategic, and what can help you with this, and ASHA very firmly recognizes which is why we’re here—is that your mentors in your life should be there to help you learn these skills and learn what to say yes to, and learn what to say no to. I’ve learned to say things like, “Let me check with my mentor before I agree to that.” And it gives you a way out of that. The line that I use a lot is, “Let me check with my department head” or, I just said this to somebody last week, “I just promised my department head two weeks ago that I would only do X number of external workshops this year, so I’m going to have to turn this one down.” Those are really important skills to develop.

And having that research plan in place that you can go back to and say, know what, it’s not on my plan I can’t do it. If I do it—I have to go back to my research plan and figure out what I’m going to kick off in order to review this extra paper, in order to take on this extra task. The plan also helps me to know exactly what to say no to. And to be very direct and have a very strong visual.

I actually have my research plan up on a giant whiteboard in my office, so I can always go back to that and see where I am, and I can say, “Okay, what am I going to kick off of here? Nothing. Okay, I have to say no to whatever comes up.” Just be strategic. This is where I see most beginning professors really end up taking that wrong fork in the road—taking that right instead of that left, and ending up not being the successful researcher that they wanted to be.

What evidence supports research planning? This was something Ray Kent had found. That a recent analysis had found that postdoc scholars who developed a written plan with their postdoc advisers were much more productive than those who didn’t. And your performance during a postdoc—and I know many of you have either finished your postdoc or decided not to—so more simply, just during those first six years, the decisions you make really do establish the foundation for the rest of your professional life. It’s very important to get started and get off on the right foot.

I love this quote, I just found it the other day: “Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.”

What we see with productivity is that postdoc scholars who developed written productivity expectations with their advisers were more productive than those who didn’t. You see 23% more papers submitted, 30% more first-author papers, and more grant proposals as well.

So why five years? I’m going to start with number 5. It’s long enough to build a program of research, but short enough to deal with changing circumstances. That’s really the long and the short of the matter. As well as these other things as well that I won’t take the time to go through point by point.

What Should a Five-Year Plan Include?

Presented by Lizbeth Finestack

So, thinking about a five-year research plan, I like to think about it like your major “To Do List.” It’s what you’re going to accomplish in five years. Start thinking: What is going to be on my to do list?

You can also think about it like: Okay, I have research. I’ve got to do research. Maybe think about this as one big bucket, or maybe one humongous silo. I have some farm themes going on. Cathy was just on a farm, so I thought I’d tie that in.

So here’s your big silo. You can call that your research silo.

But more realistically, you need to think about it like separate buckets, separate silos, where research is just one of those. Just like Cathy indicated, there’s going to be lots of other things coming up that you’re going to have to manage. They are going to have to be on your to do list, you need to figure out how to fit everything in.

What all those other buckets or silos are, are really going to depend on your job. And maybe the size of the silos, and the size of the buckets are going to vary depending on where you are, what the expectations are at your institution.

That’s important to keep in mind, and Cathy said this too, it’s not going to be the same for everyone. The five-year plan has to be your plan, your to do list.

Here are some buckets or some silos that I have on my list and the way that I break it up, this is just one example, take it or leave it.

The first three are all very closely related, right? Thinking about grants, thinking about research, thinking about publications. I’m going to define grants as actual writing, getting the grant, getting the money.

Research is what you’re going to do once you get that money. Steps you need to take before you are getting the money. Any sorts of projects, the lab work, that’s why I have the lab picture there. Of course, publications are part of the product—what’s coming out of the research—but it also cycles in because you need publications to support that you are a researcher to apply for funding and show you have this line of research that you’ve established and you’ll be able to continue. So, those first three are really closely related. And that’s where I’ll go next. And then have teaching and service you see here at the bottom.

So thinking about research, in that broad sense. As you’re writing your five-year plan you’re going to want to think of, “What’s my long-term goal?” There’s lots of ways to think of long-term goals. You could think, before I die, this is what I want to accomplish. For me I kind of have that. My long-term goal is that I’m going to find the most effective and efficient interventions for kids with language impairment. Huge broad goal. But within that I can start narrowing it down.

Where am I within that? Within the next five years or maybe the next ten years, what is it I want to accomplish towards that goal. Then start thinking about: In order to accomplish that goal, what are the steps I need to take? Starting to break it down a little bit. Then it’s also going to be really important to think: where are you going to start? Where are you now? What do you need to have happen? And is it reasonable to accomplish this goal within five years? Is it going to take longer? Maybe you could do it in a couple years? Start thinking about the timeline that’s going to work for you.

Then thinking about your goals—and everyone’s program is going to be different, like I said, there’s going to be a lot of individual needs, preferences. So it might be the case that you have this one long-term goal that you’re aiming for. Long-term goal in the sense of, maybe, what you want to study in your R01, perhaps something like that. But in order to get to that point, you’re going to have several short-term goals that need to be accomplished.

Or maybe it’s the case that you have two long-term goals. And with each of those you’re going to have multiple short-term goals that you’re working on. Maybe the scope of each of these long-term goals is a little bit less than in that first scenario.

Start thinking about my research, what I want to do, and how it might fit into these different circumstances.

Also thinking about your goals, this is a slide from Ray Kent from last year, was thinking about the different types of projects you might want to pursue, and thinking about ones that are definitely well on your way. They are safe bets. You have some funding. They are going to lead directly into your longer-term plan.

Those are going to be your front burner—things you can easily focus on. That said, don’t put everything there.

You can also have things on the back burner. Things that really excite you, might have huge benefits, big pay. But you don’t want to spend all of your time there because they could be pretty risky.

Start thinking about where you’re putting your time. Are you putting it all on this high-risk thing that if it doesn’t pan out you’re going to be in big trouble? Or balancing that somewhat with your front burner. Making that steady progress that will lead directly to help fund an R01 or whatever the mechanism that you’re looking for.

Then, thinking about your goals—if you have multiple long-term goals, or thinking about your short-term goals, you could think about your process. Is it something where you need to do study 1 then study 2, then study 3—each of those building on each other, that’s leading to that long-term goal. In many cases, that is the case, where you have to get information from the first study which is going to lead directly to the second study and so forth.

Or is it the case that you can be working on these three short-term goals simultaneously? Spreading your resources at the same time. Maybe it will take longer for any one study, but across a longer period of time you’ll get the information that you need to reach that long-term goal.

Lots and lots of different ways to go about it. The important thing is to think about what your needs are and what makes the most sense for you.

Here’s my own little personal example. Starting over here, I have my dissertation study. My dissertation study was this early efficacy study looking at one treatment approach using novel forms that really can’t generalize to anything too useful, but it was important.

Then I did a follow up study, where I was taking that same paradigm, looking to see where kids with typical development perform on the task. So I have these two studies, and they served as my preliminary studies for an R03. So I just finished an R03 where I was looking at different treatment approaching for kids with primary language impairment. At the same time, while conducting my R03, I’m also looking at some different approaches that might help with language development. Also conducting surveys to see what current practices are.

I have these three projects going on simultaneously, that are going to lead to a bigger pilot study that are going to feed directly into my R01. All of this will serve as preliminary data to go into an R01.

Start thinking about your projects, what you have. Maybe starting with your dissertation project or work that you’re doing as a postdoc as seeing how that can feed into your long-term goal. And really utilizing it, building on it, to your benefit.

That’s all fine and dandy. You can draw these great pictures. But you still have to break it down some more. It’s not like, “Oh, I’m just going to do this project.” There are other steps involved, and lots of the time these steps are going to be just as time consuming.

Starting to think about: well, if you have the funding. Saying, “I want to do this study, but I have no money to do it.” What are the steps in order to get the money to do it? Do you have a pilot study? What do you need?

Start thinking about the resources? Do you need to develop stimuli, protocols, procedures? Start working on that. All of these can be very time consuming, and if you don’t jump on that immediately, it’s going to delay when you can start that project.

Thinking about IRB. Relationships for recruitment, if you’re working with special populations especially? Do you have necessary personnel, grad students, people to help you with the project? Do you need to train them? What’s the timeline of the study?

Start thinking about all these pieces, and how they are going to fit in that timeline.

This is one way that might help you start thinking about the resources that you need. This is online—Ray Kent had it in his talk, and when I was doing my searches I came across it too and I have the website at the end. Just different ways to think about the resources you might need.

Let’s talk about mapping it out. You have your long-term goal. You have your short-term goals. You’re breaking it down thinking about all those little steps that you need to accomplish. We gotta put it on a calendar. When is it going to happen?

This is an example—you might have your five years. Each month plugging in what are you going to accomplish by that time. Maybe it’s when are grant applications due? It’s going to be important to put those on there to go what do I need to do to make that deadline. Maybe it’s putting when you’re going to get publications out. Things like that.

Honestly, looking at this drives me a little bit crazy, it seems a bit overwhelming. But it’s important to get to these details.

This is an example from, I did Lessons for Success a few years ago and they had their format for doing your plan. I wrote out all my projects, started thinking about all the different aspects. So if something like this works for you, by all means you could use that type of procedure.

Here’s a grid that Ray Kent showed last year. We’re breaking it down by semester. Thinking about each of your semesters, what manuscripts you’re going to be working on, what data collection, your grant applications. Starting to get into some of those other buckets: course preparation, conference submissions.

We also need to include teaching and service.

You probably can’t see this very well. This is similar to that last slide Ray Kent had used last year.

I have my five year plan: what studies I want to accomplish, start thinking about breaking it down.

Then at the beginning of each semester, I fill in a grid like this. Where at the top, I have each of my buckets. I have my grant bucket, my writing bucket which is going to include publications. I also include doing article reviews in my writing bucket, because that’s my writing time. My teaching bucket, my research bucket. Then at the end, my service bucket.

At the beginning of the semester, I think about the big things I want to accomplish. I list those at the top. Then at the beginning of each month, I say, okay what are the things I’m going to accomplish this month, write those in. Then at the beginning of each week, I start looking at whether I’m dedicating any time to the things I said I was going to do that month. I start listing those out saying, this is the amount of time I’m going to spend on that. Of course, I have to take data on what I actually do, so I plug in how much time I’m spending on each of the tasks. Then I graph it, because that’s rewarding to see how much time you’re spending on things, and I get a little side-tracked sometimes.

Think about a system that will help you keep on track, to make sure you’re meeting the goals that you want to meet in terms of your research. But also getting the other things done that you need to get done in terms of teaching and service.

Discussion and Questions

Compiled from comments made during the Pathways 2014 and 2015 conferences. (Video unavailable.)

Building Flexibility into Your Five-Year Plan Comments by Ray Kent, University of Wisconsin-Madison

The five-year plan is not a contract. It’s a map or a compass. A general set of directions to help you plan ahead. It’s not even a contract with yourself, because it will inevitably be revised in some ways.

Sometimes cool things land in your lap. Very often it turns out that through serendipity or whatever else, you find opportunities that are very enticing. Some of those can be path to an entirely new line of research. Some of them can be a huge distraction and a waste of time. It’s a really cool part of science that new things come along. If we put on blinders and say, “I’m committed to my research plan,” and we don’t look to the left or the right, we’re really robbing ourselves of much of the richness of the scientific life. Science is full of surprises, and sometimes those surprises are going to appear as research projects. The problem is you don’t want to redirect all your time and resources to those until you’re really sure they are going to pay off. I personally believe, some of those high risk but really appealing projects are things you can nurse along. You can devote some time and build some collaborations – far enough to determine how realistic and viable they are. That’s important because those things can be the core of your next research program.

It’s very easy to get overcommitted. We all know people who always say “yes”—and we know those people, and they are often disappointing because they can’t get things done. It’s important to have new directions, but limit them. Don’t say, “I’m going to have 12 new directions this year.” Maybe one or two. Weigh them carefully. Talk about them with other people to get a judgment about how difficult it might be to implement them. It enriches science: not only our knowledge, but the way we acquire new knowledge. A psychologist, George Miller—this is the guy with the magic number 7 +- 2—when we interviewed him years ago at Boystown, he said, “My conviction is that everybody should be able to learn a new area of study within three months.” That’s what he thought for a scientist was a goal.

The idea is that you can learn new things. And that’s very important because when you think of it in terms of a 30-year career, how likely is it that the project that you’re undertaking at age 28 is the same project you’ll be working on at age 68? Not very likely. You’re going to be reinventing yourself as a scientist. And reinventing yourself is one of the most important things you can do, because otherwise you’re going to be dead wood. Some projects aren’t worth carrying beyond five or ten years. They have an expiration date.

Building Risk into Your Five-Year Plan Comments by Ray Kent, University of Wisconsin-Madison

Your doctoral study should generally be low-risk research. As you move into a postdoctoral fellowship, think about having two studies—one low-risk, one high-risk with a potential for high impact. At this time you can begin to play the risk factor a little bit differently.

When you are tenure-track you can have a mix of significance with low-risk and high-risk studies. And when you are tenured, then you can go for high risk, clinical trials, and collaborations. Because you have established your independence, so you do not need to worry about losing your visibility. You can be recognized as a legitimate member of the team.

As you plan your career, you should take risk into account. Just as you manage your money taking risk into account, we should manage our careers taking risk into account. I have met people who did not really think about that, and they embarked on some very risky procedures and wasted a lot of time and resources with very little to show for it. For example, don’t put everything into an untested technology basket. You want to be using state of the art technology, but you want to be sure it is going to give you what you need.

Other Formats and Uses of Your Research Plan Audience Comments

• If you do your job right with your job talk, there’s a lot of cross-pollination between your job talk and your research plan. Ideally your job talk tells your colleagues that this is the long-term plan that you have. And they shouldn’t be surprised when you submit a more detailed research plan. They should say, “okay this is very consistent with the job talk.” In my view, the job talk should be a crystal summary of the major aspects of that research program. Of course, much of the talk will be about a specific project or two—but it should always be embedded within the larger program. That helps the audience keep sight of the fact that you are looking at the program. You can say that this is one project that I’ve done, and I plan to do more of these, and this is how they are conceptually related. That’s a good example of why the research plan has multiple purposes – it can be a research statement, it can be the core of your job talk, it can be the nature of your elevator message, and it can be a version of your research plan for a K award application or R01 application or anything else of that nature.
• I think what’s useful is to actually draft your NIH biosketch. The new biosketch has a section called “contributions to science.” It’s really helpful to think about all your projects. It’s hard to start with a blank sheet of paper. But to have it in the format of a biosketch can be really helpful.

Avoiding Overcommitment Audience Comments

• One of the things that is amazing about planning is that if you put an estimate on the level of effort for each part of your plan, you’ll quickly find that you are living three or four lives. Some 300% of your time is spent. It’s helpful for those of us who might share my lack of ability to see constraints or limitations to reel it back and say, “I have a lot on my plate.” Which allows you to say no—which is not something we all do very well when it comes to those nice colleagues and those people you want to impress nationally and connect with. But it allows you to look at what’s planned and go, “I don’t know where I’d find the time to do that.” Which will hopefully help you stay on track.
• I keep a to do list, but I also keep a “to not do” list. One of the things I will keep on my plan is the maximum number of papers I will review in a year. If I hit that number in March, that’s it. I say no to every other paper that comes down the pike. That’s something to work out with your mentor as far as what’s realistic and what’s okay for you. Every time I get a request, I think, “That’s my reading and writing time, so what am I willing to give up. If it means I won’t be able to write on my own paper this week, am I willing to do this?”

Staying on Schedule with Reading, Writing, and Reviewing Audience Comments

• You have to do what works for you. Some people do wait for big blocks of time for writing—which are hard to come by. But the most important thing is to block off your time. Put it on your schedule, or it is the first thing that will get pushed aside.
• Another thing I’ve done with some of my colleagues is writing retreats. So maybe once a year, twice a year, we’ll get together. Usually we’ll go to a hotel or somewhere, and we’re just writing. It’s a great way to get a jumpstart on a project. Like, I need to sit down and start this manuscript, and you can keep going once you’ve got that momentum.
• My input would be that you really have to write all the time, every day. It’s a skill. I’ve found that if I take time off, my writing deteriorates. It’s something you need to keep up with.
• I would look at it like a savings account that you put money into on a daily, weekly, monthly basis. The flip side of writing is reading. I would read constantly, widely, and not just in the discipline. That will give you not only a breadth in terms of your understanding of your field and the world around you, but it will also give you an incentive to make your own contributions. I think we don’t talk enough about the comprehensive side to this, and being receptive to the reading. I have a book, or something, by my bedside every night. And I read that until I fall asleep every night. And it’s done me in good stead over the years.
• Reviewing articles can help advance your career, but it is something you need to weigh carefully as a draw on your time. You get a lot from it. You get to see what’s out there. You get to see what’s coming down the pipe before publication. To me that’s a huge benefit. You get to learn from other people’s writing, and that’s part of your reading you get to do. But it is time consuming. And it depends on the kinds of papers you get. Sometimes you’re lucky and sometimes you’re not.
• If someone else is reviewing your grants and your articles, at some point you owe it back. You should at least be in break-even mode. Now, pre-tenure or postdoc your mentor should be doing that or senior faculty in the department. But there are so many articles to review. I review so many articles, but I am also at the tail end of my career. The bottom line is, if you don’t put on your schedule that if you don’t put time on your schedule for reading, reviewing articles forces you to look at and think about the literature, so you can be accomplishing what you owe back to the field—and at the same time, staying one step ahead knowledge wise. It forces you to do what you should be doing all along, which is keeping up with the literature.

Further Reading: Web Resources

Golash-Boza, T. (2014). In Response to Popular Demand, More on the 5-Year Plan. The Professor Is In . Available at http://theprofessorisin.com/2014/05/09/in-response-to-popular-demand-more-on-the-5-year-plan

Kelsky, K. (2010). The Five-Year Plan for Tenure-Track Professors. Get a life, PhD . Available at http://getalifephd.blogspot.com/2010/07/five-year-plan-for-tenure-track.html

National Association of Geoscience Teachers (NAGT). (2012). Planning Worksheets . Planning your Research Program (Available from the Science Education Resource Center at Carelton College Website at http://serc.carleton.edu/).

Pfirman, S., Bell, R., Culligan, P., Balsam, P. & Laird, J. (2008) . Maximizing Productivity and Recognition , Part 3: Developing a Research Plan. Science Careers. Available at http://sciencecareers.sciencemag.org/career_magazine/previous_issues/articles/2008_10_10/caredit.a0800148

Cathy Binger University of New Mexico

Lizbeth Finestack University of Minnesota

Based on a presentation and slides originally developed by Ray Kent, University of Wisconsin-Madison.

Presented at Pathways (2015). Hosted by the American Speech-Language-Hearing Association Research Mentoring Network.

Pathways is sponsored by the National Institute on Deafness and Other Communication Disorders (NIDCD) of the National Institutes of Health (NIH) through a U24 grant awarded to ASHA.

Copyrighted Material. Reproduced by the American Speech-Language-Hearing Association in the Clinical Research Education Library with permission from the author or presenter.

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The value of a good research plan

A research plan is a guiding framework that can make or break the efficiency and success of your research project. Oftentimes teams avoid them because they’ve earned a reputation as a dry or actionless document — however, this doesn’t have to be the case.

In this article, we’ll go over the most important aspects of a good research plan and show you how they can be visual and actionable with monday.com Work OS.

Don’t miss more quality content!

Why is the research plan pivotal to a research project.

A research plan is pivotal to a research project because it identifies and helps define your focus, method, and goals while also outlining the research project from start to finish.

This type of plan is often necessary to:

• Apply for grants or internal company funding.
• Discover possible research partners or business partners.
• Take your research from an idea into reality.

It will also control the entire journey of the research project through every stage by defining crucial research questions and the hypothesis (theory) that you’ll strive to prove or disprove.

What goes into a research plan?

The contents of a thorough research plan should include a hypothesis, methodology, and more. There is some variation between academic and commercial research, but these are common elements:

• Hypothesis:  the problem you are trying to solve and the basis for a theoretical solution. For example, if I reduce my intake of calories, I’ll lose weight.
• Research questions: research questions help guide your investigation into particular issues. If you were looking into the potential impact of outsourcing production, you might ask something like: how would outsourcing impact our production costs?
• Research method: the method you’ll use to get the data for your research. For example, a case study, survey, interviews, a clinical trial, or user tests.
• Definitions: a glossary for the research plan, explaining the terminology that you use throughout the document.
• Conceptual frameworks:  a conceptual framework helps illustrate what you think you’ll discover with your research. In a sense, it’s a visual representation of a more complex hypothesis.

For commercial plans, there will also likely be a budget and timeline estimate, as well as concrete hypothetical benefits for the company (such as how much money the project should save you).

OK, so you’ve got a handle on the building blocks of a research plan, but how should you actually write it?

How do you write a research plan on monday.com?

The first, and perhaps most crucial part of having a good research plan is having the right medium for creating and sharing it. Using a pre-defined template can also make it much easier to get started.

On monday.com, you can choose from several templates like the Project Proposal Template or better yet the Research Power Tools Template to manage all aspects of your project including important communication with internal and external stakeholders and teammates.

Use your template to:

• Create workdocs
• Upload assets
• Provide feedback
• Assign task owners
• Automate communication

The next step in writing a research plan is choosing the topic. To pick the right topic, focus on these factors:

• What are the priorities of the potential funder/employer, such as the company or institution?
• Are there any relevant recent studies with results you can build on and explore with further research?
• Can you creatively adapt your experience — whether post-grad or professional — to make you the natural candidate? They don’t just need to believe in the research project, but also in your ability to manage it successfully.

Do your research, no pun intended. Once you’ve got the topic, you need to work on fleshing out the core ideas with the building blocks we mentioned above.

• Get specific with your research questions and goals. Don’t go with, “how can we revolutionize our HR practices?” Instead use, “what is the economic and environmental impact of only accepting digital CVs?”
• Use clear language aimed at gatekeepers.  If it’s a CTO (Chief Technology Officer) or a lab committee, you can use well-known technical terms. If they aren’t technical experts, adjust accordingly.
• Include preliminary data or highlight similar studies.  For companies, showing that a similar approach helped a competitor is a better argument than an empty assertion.

The recommended length of the plan depends on who you’re sending it to and their expectations. If possible, look at successful examples or directly ask your potential employers about their preferences. Not only do you need the right idea, but you also need to present it in the right way for your research project to have a fighting chance.

What is a good research plan?

A good research plan is one that gets accepted and funded to start doing the research.

If you want to plan a pivotal study, it’s not enough to consider the problem in a vacuum. You also need to evaluate how you can best communicate the value of your project to the gatekeepers.

Consider the entirety of your current situation and what that means for your project.

For example, inputs like funding, staff, IP, and how the scale of the project lines up with your company’s research budget. Or how it aligns with the goals of a University program. If the primary goal of the research is to impact a company or government agency directly, you should consider these stages of research engagement.

( Image Source )

• Inputs: anything from funding and staff to company IP that you need to both run the project and implement any results. Does this line up with the budget?
• Activities: case studies, trials, surveys, the actual research.
• Outputs: the final reports, any publications, and raw data.
• Outcome: how will it directly impact the company, organization, or larger society?
• Impacts: what are the indirect benefits or downsides?

In an internal research proposal, you can outline these aspects in separate sections. That allows different execs or managers to focus on the details that matter most to them. You must also work to engage stakeholders  and make sure that they understand the importance of your project.

Frequently asked questions

What are the 5 purposes of research.

The 2 primary purposes of research are to gather information or test an existing theory. When broken down further, you can see 5 more specific purposes:

• Exploratory research  is an early-stage inquiry that explores a topic for further study down the line, like exploring the deep ocean with a submersible vehicle.
• Descriptive research  aims to explore and describe a specific substance, person, or phenomenon.
• Explanatory research  is about figuring out the causal relationship, why something happens.
• Predictive research  is all about trying to predict what might happen in specific situations based on the properties of the research object.
• Meta-research  looks for overarching insights from multiple sources and tests the validity of common hypotheses.

What is a research work plan?

A research work plan is another name for a research plan, which is a critical component of any research proposal. Universities, labs, and companies use them to evaluate research projects before they decide to accept them.

As a researcher, it’s essential when targeting a funding opportunity of any kind.

What are the methods of research?

There are many research methods ranging from a simple online survey to a high-budget clinical study. Here are some examples of popular data collection methods:

• Clinical trials
• Experiments
• Case studies
• Observations

Which one is right for your plan depends on your hypothesis, goals, industry regulations, and more.

Create a dynamic research plan

If you want to turn your research project into a reality, you need to go beyond the academic and into management mode.

With a template from monday.com, you can plan out a research project from start to finish. Including goals and objectives, budget estimates, milestones, and more.

Send this article to someone who’d like it.

NASA to Launch Sounding Rockets into Moon’s Shadow During Solar Eclipse

NASA will launch three sounding rockets during the total solar eclipse on April 8, 2024, to study how Earth’s upper atmosphere is affected when sunlight momentarily dims over a portion of the planet.

The Atmospheric Perturbations around Eclipse Path (APEP) sounding rockets will launch from NASA’s Wallops Flight Facility in Virginia to study the disturbances in the ionosphere created when the Moon eclipses the Sun. The sounding rockets had been previously launched and successfully recovered from White Sands Test Facility in New Mexico, during the October 2023 annular solar eclipse . They have been refurbished with new instrumentation and will be relaunched in April 2024. The mission is led by Aroh Barjatya, a professor of engineering physics at Embry-Riddle Aeronautical University in Florida, where he directs the Space and Atmospheric Instrumentation Lab.

The sounding rockets will launch at three different times: 45 minutes before, during, and 45 minutes after the peak local eclipse. These intervals are important to collect data on how the Sun’s sudden disappearance affects the ionosphere, creating disturbances that have the potential to interfere with our communications.

The ionosphere is a region of Earth’s atmosphere that is between 55 to 310 miles (90 to 500 kilometers) above the ground. “It’s an electrified region that reflects and refracts radio signals, and also impacts satellite communications as the signals pass through,” said Barjatya. “Understanding the ionosphere and developing models to help us predict disturbances is crucial to making sure our increasingly communication-dependent world operates smoothly.”

The ionosphere forms the boundary between Earth's lower atmosphere – where we live and breathe – and the vacuum of space. It is made up of a sea of particles that become ionized, or electrically charged, from the Sun’s energy, or solar radiation. When night falls, the ionosphere thins out as previously ionized particles relax and recombine back into neutral particles. However, Earth’s terrestrial weather and space weather can impact these particles, making it a dynamic region and difficult to know what the ionosphere will be like at a given time. 

It’s often difficult to study short-term changes in the ionosphere during an eclipse with satellites because they may not be at the right place or time to cross the eclipse path. Since the exact date and times of the total solar eclipse are known, NASA can launch targeted sounding rockets to study the effects of the eclipse at the right time and at all altitudes of the ionosphere.

As the eclipse shadow races through the atmosphere, it creates a rapid, localized sunset that triggers large-scale atmospheric waves and small-scale disturbances, or perturbations. These perturbations affect different radio communication frequencies. Gathering the data on these perturbations will help scientists validate and improve current models that help predict potential disturbances to our communications, especially high frequency communication. 

The APEP rockets are expected to reach a maximum altitude of 260 miles (420 kilometers). Each rocket will measure charged and neutral particle density and surrounding electric and magnetic fields. “Each rocket will eject four secondary instruments the size of a two-liter soda bottle that also measure the same data points, so it's similar to results from fifteen rockets, while only launching three,” explained Barjatya. Three secondary instruments on each rocket were built by Embry-Riddle, and the fourth one was built at Dartmouth College in New Hampshire.

In addition to the rockets, several teams across the U.S. will also be taking measurements of the ionosphere by various means. A team of students from Embry-Riddle will deploy a series of high-altitude balloons. Co-investigators from the Massachusetts Institute of Technology’s Haystack Observatory in Massachusetts, and the Air Force Research Laboratory in New Mexico, will operate a variety of ground-based radars taking measurements. Using this data, a team of scientists from Embry-Riddle and Johns Hopkins University Applied Physics Laboratory are refining existing models. Together, these various investigations will help provide the puzzle pieces needed to see the bigger picture of ionospheric dynamics.

When the APEP sounding rockets launched during the 2023 annular solar eclipse, scientists saw a sharp reduction in the density of charged particles as the annular eclipse shadow passed over the atmosphere. “We saw the perturbations capable of affecting radio communications in the second and third rockets, but not during the first rocket that was before peak local eclipse” said Barjatya. “We are super excited to relaunch them during the total eclipse, to see if the perturbations start at the same altitude and if their magnitude and scale remain the same.”

The next total solar eclipse over the contiguous U.S. is not until 2044, so these experiments are a rare opportunity for scientists to collect crucial data.

The APEP launches will be live streamed via NASA’s Wallops’ official YouTube page and featured in NASA’s official broadcast of the total solar eclipse. The public can also watch the launches in person from 1-4 p.m. at the NASA Wallops Flight Facility Visitor Center .

By Desiree Apodaca NASA’s Goddard Space Flight Center, Greenbelt, Md.

Related Terms

• 2024 Solar Eclipse
• Goddard Space Flight Center
• Heliophysics
• Heliophysics Division
• Heliophysics Research Program
• Science & Research
• Science Mission Directorate
• Skywatching
• Solar Eclipses
• Sounding Rockets Program
• Wallops Flight Facility

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TeamSTEPPS Diagnosis Improvement Course

Beginning in March 2024, AHRQ will offer  TeamSTEPPS training  free of charge in person and virtually. Continuing education units are available for a fee.

TeamSTEPPS ® is an evidence-based program built on a framework composed of four teachable, learnable skills—communication, leadership, situation monitoring, and mutual support. The TeamSTEPPS for Diagnosis Improvement Course applies the TeamSTEPPS framework to the specific problem of diagnostic error.

When implementing TeamSTEPPS for Diagnosis Improvement, teams will learn about the four skills and how improved communication among all members of the care team can help lead to safer, more accurate, and more timely diagnosis in all healthcare settings.

About the Course

Diagnostic harm is an emerging area of concern in healthcare quality and patient safety. A growing body of patient safety and risk management literature as well as care delivery research shows that diagnostic harm is both widespread and costly and that diagnostic excellence is rare. Organizations and providers need resources to mitigate diagnostic harm and few tools are available to guide such efforts.

TeamSTEPPS for Diagnosis Improvement aims to raise diagnostic safety awareness, introduce the concept of a broad multidisciplinary diagnostic team that includes nonclinicians and patients and their families, and provide assessment and training tools to support local efforts to reduce diagnostic harm. The course consists of seven PowerPoint ® training modules customizable to the needs of the local team and course facilitator.

The course can be delivered virtually, in a classroom setting, or as individual self-paced learning modules. Supplemental resources for trainees include the Team Assessment Tool for Improving Diagnosis, the case study of the Diagnostic Journey of Mr. Kane, the Reflective Practice Tool, and the Postcourse Knowledge Assessment.

The  Facilitator's Guide is designed to help the course facilitator develop and deploy a customized plan to train staff in teamwork and communication skills to improve their diagnostic processes . The Participant Workbook supports trainees with course activities such as exercises, case-based scenarios, and reflective practices.

Ready To Start?

Course Facilitators:  The  Facilitator's Implementation Roadmap  (PDF, 355 KB) is the facilitator’s starting point for TeamSTEPPS training and provides step-by-step instructions for planning and implementing the course with a team.

Individual Self-Paced Learners:  Individuals who plan to take the course but will not complete it as part of a team should follow the  Self-Paced Learner's Roadmap   ( PDF, 574 KB) .  This document provides step-by-step instructions to maximize the value of time spent on the course and ways to leverage core principles and tools.

Step 1: Prepare Yourself and Your Organization

• Facilitator's Guide  (PDF, 5 MB) is designed to help the course facilitator plan and implement a customized plan to train staff in teamwork and communication skills and improve the diagnostic process.
• Course Infographic  (PDF, 716 KB) provides information about diagnostic errors that can be used to engage leaders and raise awareness of the problem.
• Module 1: Introduction  (PowerPoint, 11 MB) provides an overview of the evidence on diagnostic errors and how TeamSTEPPS principles can support achieving a safe, accurate, and timely diagnosis.

Step 2: Make a Plan

• Team Assessment Tool for Improving Diagnosis  (PDF, 408 KB) should be completed by course participants after Module 1. The results of this assessment can be used to organize training, identify modules on which to focus, and highlight communication areas to prioritize. Individuals completing the course as self-paced learners are encouraged to complete the assessment and can use their results to identify modules to prioritize and to track their perceptions over time.
• Implementation Tip Sheet  (PDF, 246 KB) provides resources that can be used during training.
• Participant Workbook  (PDF, 5 MB) supports trainees with course activities such as exercises, case-based scenarios, and reflective practices.

Step 3: Train Your Team or Yourself

• Module 1: Introduction (PowerPoint, 10.8 MB); Module 1 Facilitator's Notes (PDF, 2 KB). Estimated time for completion: 60 min.
• Module 2: Diagnostic Team Structure (PowerPoint, 3 MB); Module 2 Facilitator's Notes  (PDF, 1 MB). Estimated time for completion: 45 min.
• Module 3: Communication (PowerPoint, 3 MB); Module 3 Facilitator's Notes  (PDF, 2 MB). Estimated time for completion: 30 min.
• Module 4: Leadership (PowerPoint, 2 MB); Module 4 Facilitator's Notes  (PDF, 1 MB). Estimated time for completion: 30 min.
• Module 5: Situation Monitoring (PowerPoint, 2 MB); Module 5 Facilitator's Notes   (PDF, 960 KB). Estimated time for completion: 30 min.
• Module 6: Mutual Support (PowerPoint, 2 MB); Module 6 Facilitator's Notes  (PDF, 1 MB). Estimated time for completion: 30 min.
• Module 7: Putting It All Together (PowerPoint, 11 MB);  Module 7 Facilitator's Notes  (PDF, 2 MB). Estimated time for completion: 45 min.
• The Diagnostic Journey of Mr. Kane (PowerPoint, 22 MB);  Diagnostic Journey Facilitator's Notes  (PDF, 2 MB) is a reality-based case referenced throughout the learning modules to stimulate group discussion and to reinforce key concepts.
• Reflective Practice Tool  (PDF, 423 KB) is a handout with the three-word prompt, “Ask, Listen, and Act” that can serve as a reminder of the reflective process.

Step 4: Evaluate

• The  Team Assessment Tool for Improving Diagnosis  (PDF, 408 KB) can be used to evaluate a team's or individual's progress against the key TeamSTEPPS ® domains over time.
• The  TeamSTEPPS for Diagnosis Improvement Knowledge Assessment  (PDF, 276 KB) provides 20 questions and a response key in the Facilitator’s Guide to assess understanding of the content covered.

Acknowledgments

Project team.

This project was led by the MedStar Health Institute for Quality and Safety under the direction of:

• Chris Goeschel Sc.D., RN.
• Katie Carlin, M.B.A.
• Melissa Eckroade, M.H.A.
• Bryan O. Buckley, Dr.P.H., M.P.H.
• Kisha Ali, M.S.
• Mary Hill, B.S.
• Kelly Smith, Ph.D.
• Kelley Baker, M.A.

Development Partners

Partners for this work included the following subject matter experts:

• Dana Siegal, RN, CRICO Strategies.
• Michael Rosen, Ph.D., Johns Hopkins University School of Medicine.
• Heidi King, M.S., Department of Defense (DoD) Patient Safety Program.
• Gwen Sherwood, Ph.D., RN, University of North Carolina at Chapel Hill, School of Nursing.
• Helen Haskell, M.A., Mothers Against Medical Error.
• Bonnie DiPietro, M.S., RN, Maryland Patient Safety Center.
• Matthew P. Schreiber, M.D., M.H.S., MedStar Washington Hospital Center.
• Mark L. Graber, M.D., Society to Improve Diagnosis in Medicine.

Organizational partners included the MedStar Health Research Institute, Baylor College of Medicine, Clinical Directors Network, and National Nurse-Led Care Consortium.

Internet Citation: TeamSTEPPS Diagnosis Improvement Course. Content last reviewed February 2024. Agency for Healthcare Research and Quality, Rockville, MD. https://www.ahrq.gov/teamstepps-program/diagnosis-improvement/index.html

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Press Release

ARPA-E Announces Innovation Agreement Outlining Vision for the Future of Electrified Airports at Technology Expo Hosted in San Antonio

Today, the U.S. Department of Energy (DOE) Advanced Research Projects Agency-Energy (ARPA-E), the City of San Antonio Aviation Department and City Public Service Board (CPS Energy), and the University of Texas at San Antonio (UTSA) signed a Memorandum of Understanding (MOU) outlining collective efforts to develop and promote technologies that include, but are not limited to, sustainable aviation, battery technologies and innovative battery storage solutions, enhanced electric vehicle (EV) charging, and power demand management technologies. This agreement marks the first time an international airport will work together with ARPA-E—DOE’s innovation arm—to accelerate the development and deployment of new energy technologies to decarbonize the aviation sector. ARPA-E Director Evelyn Wang, San Antonio Mayor Ron Nirenberg, UTSA President Dr. Taylor Eighmy, and CPS Energy Vice President of Customer Value Karma Nilsson were all present for the signing hosted at Stinson Municipal Airport in San Antonio. “We are excited at this opportunity to collaborate and showcase innovative energy technologies that could transform the future of aviation,” said ARPA-E Director Evelyn N. Wang. “Today’s MOU signing is a step in the right direction to ensuring that these innovative technologies are developed, built, and integrated in America. Our hope is that this partnership will lay the groundwork to enable future electrified airports.” “We are proud to be a part of this innovative initiative that will ultimately benefit the San Antonio community,” said Rudy D. Garza, President and CEO of CPS Energy. “CPS Energy continues to look for ways to participate in electrification projects, especially for critical public infrastructure like the San Antonio International Airport. Projects like these furthers our commitment to finding new and sustainable technologies to enable our growing community and we are excited about the opportunity to work with our community partners to do so.” “This is an important agreement with the potential to shape the aviation industry of the future,” said San Antonio Mayor Ron Nirenberg.  “Researching the decarbonization of aviation and finding new sustainable energy models is important work, and I am proud San Antonio will be playing a leading role in this cutting-edge research.” “This is a unique partnership designed to promote transformative energy technologies and it propels the City of San Antonio’s Aviation Department to the center of innovation,” said Jesus Saenz, Director of Airports, City of San Antonio Aviation Department. “This is an exciting time to be part of the Aviation Team and planning for the future of aviation and our airports.” “This collaborative effort is an incredible opportunity for UTSA to partner with strategic industry leaders in evaluating electric aircraft, advanced energy storage and micro-grid systems to advance the adoption of sustainable multi-modal transportation technologies,” said UTSA President Taylor Eighmy. “Together, this collective will accelerate discoveries that will positively impact the local and regional economies while advancing technologies that change the world.”

To mark this historic milestone, the following ARPA-E-funded project teams were also present to showcase their technologies and share how their innovations could be integrated into future electrified airports:

• Ampaire , who is setting new standards for sustainable air travel and eco-friendly transportation solutions, flew its cutting-edge hybrid electric EEL aircraft and  watch video of the aircraft here ;
• Imagen Energy showcased ultrafast, compact electric vehicle chargers delivering efficient and cost-effective power solutions;
• Natron Energy featured sodium-ion batteries that can safely store energy and efficiently deliver power on demand;
• AutoGrid discussed a distributed energy resource management system that can help grid operators manage energy supply and demand fluctuations; 
• Quidnet Energy brought a wellhead to illustrate a modular geomechanical pumped storage systems that can utilize existing natural resources to store renewable energy over long durations; and
• Texas A&M University Research Team  presented 3D-printed models of a motor and shared concepts for advancing efficiency in electric transportation. 

UTSA and CPS Energy also presented research to leverage a city-scale grid digital twin to evaluate operational efficacy, ensure seamless interoperability, fortify cybersecurity protocols, and assess performance metrics of electric/hybrid aircrafts.

The MOU signed today will enable collaboration to identify research, development, demonstration, and deployment opportunities that will promote sustainable aviation technologies.

# # # 

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