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

Last updated

30 January 2024

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

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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What is UX Research: The Ultimate Guide for UX Researchers

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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

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How to write a ux research plan that actually works: 7-step tutorial, saviour egbe, august 29, 2023.

A UX research plan is like a map that will help you navigate the complexity of running a research project. It will help you define your goals, choose the right methods, and collect the data you need to make informed design decisions.

But UX research plans don't have to be boring. In fact, they can be quite funny. For example, one UX researcher I know has a section in his plan called " The Things That Make Me Cry ." This is where he lists all the things that he's learned about his users that make him sad, such as the fact that they often have to deal with frustrating interfaces or unhelpful customer service.

But the primary use of a research plan of course is to make sure that your research is effective. So, while it’s helpful to have a sense of humor, you also need to be serious about your research.

In this article, we'll consider:

What a UX research plan is and why it's important
How to create a UX research plan
An example of a well-structured UX research plan and
A template for a UX research plan you can use to get started

So, whether you're a UX newbie or a seasoned pro, read on for everything you need to know about UX research plans!

What is a UX Research Plan?

A UX research plan is a document that outlines the goals, methods, and timeline for your research. It's a roadmap that will help you stay on track and ensure that your research is productive.

A good UX research plan should include the following:

A clear statement of the research goals: What do you hope to learn from your research? What are the specific questions you're trying to answer?
A description of the target audience: Who are the people you're designing for? What are their needs and pain points?
A selection of research methods: There are many different research methods available, so it's important to choose the ones that are right for your goals and target audience.
A timeline and budget: How long will your research take? How much money will it cost?
A plan for data analysis and presentation: How will you analyze your data and communicate the findings to others?

Why is a UX Research Plan Important?

A UX research plan is important for several reasons. It helps you:

Stay focused and avoids wasting time and resources.
Ensures that your research is relevant to the needs of your users.
Get buy-in from stakeholders & align on the goals for the project.
Provides a framework for organizing and analyzing your data.
Helps you communicate the findings of your research to others.

How to Create a UX Research Plan

Creating a UX research plan is an important step in ensuring that your product or service is user-friendly and meets the needs of your target audience. Here are the essential steps to create a research plan that drives meaningful insights and successful user experiences:

Step 1: Alignment & Requirements Gathering

Research rarely will happen in a vacuum. Usually you are working with a team—product, engineering, design, for example.

When the need for a research study arises, the first thing you want to do is meet with your team to understand the questions they're trying to answer.

Depending on how formally set up your research practice is, you may even want to supplement this step with a Research Request document where stakeholders can explain the key questions they'd like to answer, why they're important, and any constraints (budgets, timelines) they're working with.

Step 2: Define Your Goals

Once you've gathered your data, the next step is to clearly define & write out your goals. What do you hope to learn from your research? What specific questions are you trying to answer?

Here are some things to consider when framing your goals:

What are the business objectives for your product or service? Are you trying to grow active users? Or reduce churn? What should the final results of this research project help you do?
Who are your target users? These are the people you’d like to learn more about.
What do you want to learn about their behavior and preferences? This will help you determine your research questions. Ideally the answers to these questions should also tie to your business goals so there’s a clear line between what you’re trying to learn and what that learning will do for the company.

Once you’ve thought about and drafted the answers to these questions, make sure to follow the below steps before starting interviews:

i. Assess Internal Data and Identify Research Needs

Before you start collecting new data, take some time to assess any existing data you have. This could include analytics, customer feedback, or previous research findings. This will help you identify any gaps in your knowledge and determine what areas need to be explored further.

Sometimes you’ll find you already have the answer to your research question in-house—saving you weeks of research effort and thousands of dollars of investment!

If you’re trying to build a repository to help you do this more effectively, check out this definitive guide on research repositories .

ii. Link Research Goals to Business Objectives

It's also important to link your research goals to the business objectives of your organization. This will help you justify the time and resources that will be required for your research. By demonstrating how your research will help you achieve your business goals, you'll be more likely to get the support you need.

As a bonus, once your research is complete, you can go back and track its impact against these business goals. This will help you build a case for your own work and the research practice at your company.

As you proceed through Step 1, keep in mind that your research goals should be Specific, Measurable, Achievable, Relevant, and Time-bound (SMART). This framework will help you ensure that your goals are well-defined and actionable.

Step 3: Identify Your Target Audience & Plan a Recruiting Strategy

Knowing your audience is essential for creating a UX research plan that delivers relevant and actionable insights. In this step, we'll talk about how to define your target audience and plan a recruiting strategy for this set of users.

The target audience you’re considering this research study may overlap with your standard target users, or you may want to speak with a subset of this group.

For instance, if you’re doing a research study on why users churn, speaking to a regular active user won’t help. You’ll need to define and recruit users who can actually answer your questions well—in this case it could be “users who have churned in the last 2 weeks”.

When defining the audience for this study, think about whether your target user falls in a specific category based on one of these characteristics:

Demographics: This includes basic characteristics, such as age, gender, location, and occupation.
Behaviors and habits: Are you interested in users who have or have not conducted certain actions on your product? For research on how well your Slack integration works, you may want to speak to users who have already installed it, for example.
Needs and use cases: Sometimes one product can have multiple use cases. For example, a transcription product could be used by researchers, or journalists, or students trying to capture their class notes. Which use case or needs are relevant to your research study?
Payment type: In today’s world products may have free, freemium / trial, or paid users and each of these groups may behave differently. Think about whether you need one or all of these user types as part of your research.

Now that you know who you need to reach, you also need to think about how to reach them.

Recruiting, as we all know, is a major pain point for (most) researchers. There are some ways to speed it up though.

If you’re running research for a B2C product or an easy to find B2B cohort, you may want to turn to an external recruiting software like UserInterview.com or Respondent.io. There are also local agencies to help you find more local audiences in international markets.

If you are trying to recruit via an external paid channel like this, make sure to budget it in your research plan. These channels are very quick to set up research calls with, but they do come with an added cost.

If you’re running research with a niche B2B audience or are defining your audience based on behaviour on your product (e.g., user who churned in the last 2 weeks), you may need to use internal recruiting methods. This means reaching out to your own users via email, intercom, or via your sales / support team.

If you are recruiting existing customers, make sure to budget in the time it takes to recruit these users. It may take a few days to weeks to gather the relevant user emails and schedule calls, although paid incentives for research help this move much faster.

If you are planning to recruit your own customers, use our Ultimate Guide to Recruiting Your Users for Interviews and Usability Tests . This article has templates for outreach, incentive payment options, and many tactical tips to help you streamline internal recruiting.

Remember, the accuracy and relevance of your research findings depend on the quality of your participants. Take the time to identify and engage users who genuinely reflect your intended audience. This will help you create a research plan that generates insights that drive impactful design decisions.

Step 4: Choose Your Research Methods

Choosing the right research methods is necessary for getting the most out of your UX research plan. Before kicking off your study, make sure to review the possible ways you can answer your research question as well as any constraints you face regarding time, money, or tooling.

If you’re not sure which methods exist, read through this article on UX Research Methods . This article provides an overview of the different methods, so you can choose the ones that are right for your project. It covers everything from usability testing to card sorting, and it includes practical advice on how to conduct each UX research method effectively.

When you’re actually selecting the right method out of the available options, here are the key questions you need to ask yourself:

Your research goals: What do you hope to learn from your research? The methods you choose should be aligned with your specific goals. For example, if you need to deeply understand user motivations, a user interview is much better fit than a survey.
Quantitative vs. qualitative: Do you want to collect quantitative data (numbers and statistics) or qualitative insights (in-depth understanding)? Different methods are better suited for different types of data. If you need to know the percentage of users using Zoom vs GoogleMeet, a 5-person user interview won’t get you that data but a 100 person survey with a representative sample might.
Resources and time: How much time and money do you have to spend on your research? Some methods are more time-consuming or expensive than others. For instance, an ethnographic study where you travel to see your users is obviously more expensive and time-consuming than a 30-minute remote user interview.

By considering these factors, you can choose a combination of research methods that will help you understand your users better.

Step 5: Define your timelines & budgets

Now that you know your target audience (and therefore recruiting method) and your research methods, you can define the timelines and budgets your stakeholders care about.

Timelines: How long will it take to conduct your research? This will depend on the methods you choose, the number of participants you need to recruit, and the amount of data you need to collect. For example, user interviews can typically be conducted within a few weeks, but usability testing can take anywhere from a few days to a few weeks, depending on the number of participants and the complexity of the product or service being tested.
Budgets: How much money will you need to conduct your research? This will depend on the methods you choose, the number of participants you need to recruit, and the cost of data collection and analysis. For example, user interviews can be conducted for a few hundred dollars, but usability testing can cost several thousand dollars, depending on the number of participants and the complexity of the product or service being tested.

Step 6: Identify your assumptions

Sometimes without realising it, our research study comes packaged with a set of assumptions about who users are and what they want.

Before kicking off your study, it’s important to identify these assumptions in writing and align on them with your team.

For instance, if you’re running research on how to improve a Slack integration, your in-built assumptions may be:

Users already use this integration
It’s worth improving this integration further

Once you’ve laid out these assumptions in advance of your research, you can check them against existing data and keep them in mind when you’re reviewing your research findings.

For example, if analytics data shows that no users use your Slack integration, it may call into question the research you’re running today or change the audience you speak to about it.

Instead of speaking to existing Slack integration users, your audience may need to be companies that have Slack but have not downloaded your Slack integration.

Your research questions may also shift from “Why do you use the Slack integration?” to “Why not? ”

In general, taking a moment to review research assumptions helps you be more aware of them throughout your research study.

Step 7: Define the research questions

This is a pivotal phase in the UX research process. It's when you define the questions that will guide your data collection efforts. These questions will be your compass, directing your research toward meaningful insights that drive product improvements.

Here are some tips for crafting and structuring your research questions:

Make sure each question is aligned with your overall research objectives. This will ensure that your findings address the core goals of your project.
Make your questions clear, concise, and specific. Ambiguity can lead to varied interpretations and muddy insights.
Frame your questions from the user's perspective. Use language that aligns with your target audience to ensure your questions are relatable.
Avoid leading questions. These are questions that nudge participants towards a particular response. Aim for neutrality to get real insights.
Use a mix of open-ended and closed-ended questions. Open-ended questions allow participants to provide detailed responses, while closed-ended questions offer predefined answer choices.
Structure your questions logically, moving from broader inquiries to more specific ones. This will help participants to follow your thought process.
Limit the number of questions. You want to get comprehensive insights but don't want to overwhelm participants with too many questions.
Cover the core areas relevant to your project. This could include user pain points, needs, preferences, expectations, and perceptions.
Pilot-test your questions with a small group of participants. Their feedback can help you to identify unclear or misleading questions.
Make sure your questions are relevant to the research methods you will be using. For example, usability testing may focus on task-oriented questions, while interviews explore broader experiences.

Here are some examples of well-defined research questions:

1. Usability testing:

How easily can users navigate the Looppanel account setup process?
What challenges do users face when uploading their recorded calls to Looppanel?
How intuitive is the process of setting up Calendar integration on Looppanel?

2. Interviews:

Can you describe a recent experience you had with the Looppanel customer support?
What motivated you to sign up for Looppanel for your user research needs instead of other platforms?
In your view, how does the platform assist in taking your user interview notes effectively?

By carefully defining your research questions, you can ensure that your data collection efforts are focused and meaningful. This will help you to gather the insights you need to improve your product or service and deliver a better experience to your users.

Step 8: Align with your team

Now that you’ve thought through the basics, it's essential to get buy-in from your team and stakeholders on the final plan.

A lot may have happened between your first requirement-gathering meeting and when your plan is finalized. Take the final plan to stakeholders and make sure they are aligned:

The research question you’re going to answer
How your study ties to business goals
Which users you’ll be engaging with
Which method you’ll be using
What your timelines look like
What your budget looks like (if applicable)

This step is really important because if there’s a lack of alignment between you and your key stakeholder, you may end up with findings nobody is going to act on.

Example UX Research Plan

Here is an example UX research plan for improving the onboarding experience of a mobile app. Use this example as a guide to help you create your own plan!

Psst… we also have a template below that you can copy and use!

Project Title: Research study to improve onboarding experience on DuoLingo

Business Goal: We want to increase the activation rate of new users on the app.

Project Goal(s) :

Identify key drop-off points on the onboarding flow
Identify why users are dropping off at these points

Target Users: People from the 15-40 age group in North America who have not used Duolingo before.

MixPanel analytics data to identify existing drop-off points for users
Usability testing with the think aloud protocol to understand why users are dropping off at those points

Timelines: The study will run for 4 weeks:

Week 1: Analyzing existing analytics data & recruiting participants
Week 2: Running usability tests
Week 3: Analyzing results
Week 4: Presenting findings

Budget (if applicable): Anticipated spend of $500 on recruiting.

Key Research Questions These are the research questions we’ll be gathering data on :

At which point(s) in the onboarding process are users most likely to drop off?
What are the common reasons users cite for discontinuing the onboarding process?
How do users perceive the clarity of instructions during the initial setup stages?
Are there any specific usability issues that lead users to abandon the onboarding flow?
How do users' prior experiences with language learning apps impact their expectations of DuoLingo's onboarding?

UX Research plan template

We’ve also created a UX Research plan template you can use easily duplicate and use for your own work.

Click here to get Looppanel's UX Research Plan template.

This template contains sections for:

Project Title
Business Goals
Project Goals
Target Users
Research Methods
Timelines & Budgets
Key Research Questions

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15 Best UX Research Tools for User Researchers - 2024

August 1, 2023

How to Choose the Right UX Research Method

November 8, 2022

A Definitive Guide to the UX Research Repository [2024]

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Research Objectives | Definition & Examples

Research Objectives | Definition & Examples

Published on July 12, 2022 by Eoghan Ryan . Revised on November 20, 2023.

Research objectives describe what your research is trying to achieve and explain why you are pursuing it. They summarize the approach and purpose of your project and help to focus your research.

Your objectives should appear in the introduction of your research paper , at the end of your problem statement . They should:

Establish the scope and depth of your project
Contribute to your research design
Indicate how your project will contribute to existing knowledge

What is a research objective, why are research objectives important, how to write research aims and objectives, smart research objectives, other interesting articles, frequently asked questions about research objectives.

Research objectives describe what your research project intends to accomplish. They should guide every step of the research process , including how you collect data , build your argument , and develop your conclusions .

Your research objectives may evolve slightly as your research progresses, but they should always line up with the research carried out and the actual content of your paper.

Research aims

A distinction is often made between research objectives and research aims.

A research aim typically refers to a broad statement indicating the general purpose of your research project. It should appear at the end of your problem statement, before your research objectives.

Your research objectives are more specific than your research aim and indicate the particular focus and approach of your project. Though you will only have one research aim, you will likely have several research objectives.

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Research objectives are important because they:

Establish the scope and depth of your project: This helps you avoid unnecessary research. It also means that your research methods and conclusions can easily be evaluated .
Contribute to your research design: When you know what your objectives are, you have a clearer idea of what methods are most appropriate for your research.
Indicate how your project will contribute to extant research: They allow you to display your knowledge of up-to-date research, employ or build on current research methods, and attempt to contribute to recent debates.

Once you’ve established a research problem you want to address, you need to decide how you will address it. This is where your research aim and objectives come in.

Step 1: Decide on a general aim

Your research aim should reflect your research problem and should be relatively broad.

Step 2: Decide on specific objectives

Break down your aim into a limited number of steps that will help you resolve your research problem. What specific aspects of the problem do you want to examine or understand?

Step 3: Formulate your aims and objectives

Once you’ve established your research aim and objectives, you need to explain them clearly and concisely to the reader.

You’ll lay out your aims and objectives at the end of your problem statement, which appears in your introduction. Frame them as clear declarative statements, and use appropriate verbs to accurately characterize the work that you will carry out.

The acronym “SMART” is commonly used in relation to research objectives. It states that your objectives should be:

Specific: Make sure your objectives aren’t overly vague. Your research needs to be clearly defined in order to get useful results.
Measurable: Know how you’ll measure whether your objectives have been achieved.
Achievable: Your objectives may be challenging, but they should be feasible. Make sure that relevant groundwork has been done on your topic or that relevant primary or secondary sources exist. Also ensure that you have access to relevant research facilities (labs, library resources , research databases , etc.).
Relevant: Make sure that they directly address the research problem you want to work on and that they contribute to the current state of research in your field.
Time-based: Set clear deadlines for objectives to ensure that the project stays on track.

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

Methodology

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

Statistics

Null hypothesis
Statistical power
Probability distribution
Effect size
Poisson distribution

Research bias

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

Research objectives describe what you intend your research project to accomplish.

They summarize the approach and purpose of the project and help to focus your research.

Your objectives should appear in the introduction of your research paper , at the end of your problem statement .

Your research objectives indicate how you’ll try to address your research problem and should be specific:

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

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

I will compare …

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

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

Scope of research is determined at the beginning of your research process , prior to the data collection stage. Sometimes called “scope of study,” your scope delineates what will and will not be covered in your project. It helps you focus your work and your time, ensuring that you’ll be able to achieve your goals and outcomes.

Defining a scope can be very useful in any research project, from a research proposal to a thesis or dissertation . A scope is needed for all types of research: quantitative , qualitative , and mixed methods .

To define your scope of research, consider the following:

Budget constraints or any specifics of grant funding
Your proposed timeline and duration
Specifics about your population of study, your proposed sample size , and the research methodology you’ll pursue
Any inclusion and exclusion criteria
Any anticipated control , extraneous , or confounding variables that could bias your research if not accounted for properly.

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How to Write a Research Plan

Your answers to these questions form your research strategy. Most likely, you’ve addressed some of these issues in your proposal. But you are further along now, and you can flesh out your answers. With your instructor’s help, you should make some basic decisions about what information to collect and what methods to use in analyzing it. You will probably develop this research strategy gradually and, if you are like the rest of us, you will make some changes, large and small, along the way. Still, it is useful to devise a general plan early, even though you will modify it as you progress. Develop a tentative research plan early in the project. Write it down and share it with your instructor. The more concrete and detailed the plan, the better the feedback you’ll get.

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This research plan does not need to be elaborate or time-consuming. Like your working bibliography, it is provisional, a work in progress. Still, it is helpful to write it down since it will clarify a number of issues for you and your professor.

Writing a Research Plan

To write out your research plan, begin by restating your main thesis question and any secondary ones. They may have changed a bit since your original proposal. If these questions bear on a particular theory or analytic perspective, state that briefly. In the social sciences, for example, two or three prominent theories might offer different predictions about your subject. If so, then you might want to explore these differences in your thesis and explain why some theories work better (or worse) in this particular case. Likewise, in the humanities, you might consider how different theories offer different insights and contrasting perspectives on the particular novel or film you are studying. If you intend to explore these differences, state your goal clearly in the research plan so you can discuss it later with your professor. Next, turn to the heart of this exercise, your proposed research strategy. Try to explain your basic approach, the materials you will use, and your method of analysis. You may not know all of these elements yet, but do the best you can. Briefly say how and why you think they will help answer your main questions.

Be concrete. What data will you collect? Which poems will you read? Which paintings will you compare? Which historical cases will you examine? If you plan to use case studies, say whether you have already selected them or settled on the criteria for choosing them. Have you decided which documents and secondary sources are most important? Do you have easy access to the data, documents, or other materials you need? Are they reliable sources—the best information you can get on the subject? Give the answers if you have them, or say plainly that you don’t know so your instructor can help. You should also discuss whether your research requires any special skills and, of course, whether you have them. You can—and should—tailor your work to fit your skills.

If you expect to challenge other approaches—an important element of some theses—which ones will you take on, and why? This last point can be put another way: Your project will be informed by some theoretical traditions and research perspectives and not others. Your research will be stronger if you clarify your own perspective and show how it usefully informs your work. Later, you may also enter the jousts and explain why your approach is superior to the alternatives, in this particular study and perhaps more generally. Your research plan should state these issues clearly so you can discuss them candidly and think them through.

If you plan to conduct tests, experiments, or surveys, discuss them, too. They are common research tools in many fields, from psychology and education to public health. Now is the time to spell out the details—the ones you have nailed down tight and the ones that are still rattling around, unresolved. It’s important to bring up the right questions here, even if you don’t have all the answers yet. Raising these questions directly is the best way to get the answers. What kinds of tests or experiments do you plan, and how will you measure the results? How will you recruit your test subjects, and how many will be included in your sample? What test instruments or observational techniques will you use? How reliable and valid are they? Your instructor can be a great source of feedback here.

Your research plan should say:

What materials you will use
What methods you will use to investigate them
Whether your work follow a particular approach or theory

There are also ethical issues to consider. They crop up in any research involving humans or animals. You need to think carefully about them, underscore potential problems, and discuss them with your professor. You also need to clear this research in advance with the appropriate authorities at your school, such as the committee that reviews proposals for research on human subjects.

Not all these issues and questions will bear on your particular project. But some do, and you should wrestle with them as you begin research. Even if your answers are tentative, you will still gain from writing them down and sharing them with your instructor. That’s how you will get the most comprehensive advice, the most pointed recommendations. If some of these issues puzzle you, or if you have already encountered some obstacles, share them, too, so you can either resolve the problems or find ways to work around them.

Remember, your research plan is simply a working product, designed to guide your ongoing inquiry. It’s not a final paper for a grade; it’s a step toward your final paper. Your goal in sketching it out now is to understand these issues better and get feedback from faculty early in the project. It may be a pain to write it out, but it’s a minor sting compared to major surgery later.

Checklist for Conducting Research

Familiarize yourself with major questions and debates about your topic.
Is appropriate to your topic;
Addresses the main questions you propose in your thesis;
Relies on materials to which you have access;
Can be accomplished within the time available;
Uses skills you have or can acquire.
Divide your topic into smaller projects and do research on each in turn.
Write informally as you do research; do not postpone this prewriting until all your research is complete.

Back to How To Write A Research Paper .

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A Research Guide
Research Paper Guide

How to Write a Research Plan

Research plan definition
Purpose of a research plan
Research plan structure
Step-by-step writing guide

Tips for creating a research plan

Research plan examples

Research plan: definition and significance

What is the purpose of a research plan.

Bridging gaps in the existing knowledge related to their subject.
Reinforcing established research about their subject.
Introducing insights that contribute to subject understanding.

Research plan structure & template

Introduction.

What is the existing knowledge about the subject?
What gaps remain unanswered?
How will your research enrich understanding, practice, and policy?

Literature review

Expected results.

Express how your research can challenge established theories in your field.
Highlight how your work lays the groundwork for future research endeavors.
Emphasize how your work can potentially address real-world problems.

5 Steps to crafting an effective research plan

Step 1: define the project purpose, step 2: select the research method, step 3: manage the task and timeline, step 4: write a summary, step 5: plan the result presentation.

Brainstorm Collaboratively: Initiate a collective brainstorming session with peers or experts. Outline the essential questions that warrant exploration and answers within your research.
Prioritize and Feasibility: Evaluate the list of questions and prioritize those that are achievable and important. Focus on questions that can realistically be addressed.
Define Key Terminology: Define technical terms pertinent to your research, fostering a shared understanding. Ensure that terms like “church” or “unreached people group” are well-defined to prevent ambiguity.
Organize your approach: Once well-acquainted with your institution’s regulations, organize each aspect of your research by these guidelines. Allocate appropriate word counts for different sections and components of your research paper.

Research plan example

Writing a Research Paper
Research Paper Title
Research Paper Sources
Research Paper Problem Statement
Research Paper Thesis Statement
Hypothesis for a Research Paper
Research Question
Research Paper Outline
Research Paper Summary
Research Paper Prospectus
Research Paper Proposal
Research Paper Format
Research Paper Styles
AMA Style Research Paper
MLA Style Research Paper
Chicago Style Research Paper
APA Style Research Paper
Research Paper Structure
Research Paper Cover Page
Research Paper Abstract
Research Paper Introduction
Research Paper Body Paragraph
Research Paper Literature Review
Research Paper Background
Research Paper Methods Section
Research Paper Results Section
Research Paper Discussion Section
Research Paper Conclusion
Research Paper Appendix
Research Paper Bibliography
APA Reference Page
Annotated Bibliography
Bibliography vs Works Cited vs References Page
Research Paper Types
What is Qualitative Research

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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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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.

Clinical Research Education

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The Research Plan

Where to start with scholarly research, expectations for research, scholarly vs. popular sources, grey literature, primary vs. secondary sources, preliminary research.

Create a Plan

A good essay is grounded in good research, which requires clear direction, patience and persistence.

Research helps you to focus your topic, formulate and refine your thesis, and discover details, opinions, and facts to support your overall argument. You are better equipped to search for and sort sources when you have made decisions about your topic and developed a working thesis.

It is important that your research be accurate, reliable, relevant, and, for many disciplines, recent. The quality of your research determines the efficacy of your argument and your instructor’s assessment of your work.

Maintaining your academic integrity is an important factor that is assessed by your professors. The sources you use must be properly documented, accurately communicated, and clearly explained in relation to your topic and thesis. You are less likely to copy the text word for word or paraphrase too closely if you have spent some time thinking about how the research will inform your thesis and if you think carefully about your research process

Types of Sources

Many assignments will require you to focus primarily on scholarly, peer-reviewed sources. Check with your professor or the assignment instructions for guidance on using popular sources.

Scholarly sources are supported by the peer review process, which means they are sources that have been evaluated by other experts in the same field.

Scholarly sources:

Are written by and for academics
Ensure that data is thoroughly checked
Cite all evidence
Make arguments which are supported by research
Meet conventions of scholarship in the discipline
Are written in formal, academic language

Popular sources are written for a wider, general audience and are more informal in tone. Sources like newspaper articles, documentaries and corporate websites are not scholarly, but they can offer useful information that you can include in your analysis alongside evidence presented by scholarly sources.

Grey literature is produced by entities whose main task is NOT publishing. Industry, think tanks, government departments, scholarly societies and associations can all produce grey literature. Grey literature can include reports, working papers, newsletters, government documents, speeches, white papers, and urban plans. Grey literature also includes newsletters, emails, blogs and other social networking sites. In addition to scholarly sources, grey literature can offer valuable evidence to your essay, but be sure to consider whether its use is appropriate for the discipline, the course, or the assignment.

In some disciplines, such as history, philosophy, or English literature, it is important to distinguish between primary and secondary sources.

Primary sources are original, first-hand materials. A primary source may be a government document, census data, a short story, old letters, or a piece of art.

Secondary source s are articles, editorials, textbooks, books, and other published materials that may interpret data, works of literature, ideas or events.

You may need to do preliminary research to find or refine a topic. Some early reading can help you narrow your focus, establish research questions, and avoid the frustration of directionless research.

Places to Start

Begin with course materials. The syllabus, required or recommended readings, textbooks and lecture notes will often provide ideas for a topic, while focusing on the major themes of your course.
During the early stages of research, you can use reference works, such as discipline-specific textbooks, encyclopedias and dictionaries, or Wikipedia, for an introduction to your topic. Use the library subject guide to find useful reference works in your subject. Be sure that only material from your scholarly research, not Wikipedia , is used and cited in your paper.

The materials found during the preliminary research stage can help you to identify main concepts, key terminology, and important literature on the topic.

Planning your Research

A plan establishes research goals and clarifies direction.

A clear direction and plan for research helps you assess the quality and relevance of sources.

Creating a Research Plan

In advance of beginning a search for evidence, take time to make a plan.

Develop specific questions about your topic: what do you want to know and how does it relate to your thesis?
Create a list of key words and synonyms for your search. Include specific and more general terms; establish parameters for your search (place, time, theory, field, species) but be open to related materials.
Identify types of evidence you are required to use (research requirements of the assignment) and you will find informative for your topic. Think about where you can find these types of sources.

Look to your course content to identify the types of sources commonly used in the discipline; here are some examples:

Peer-Reviewed scholarship: Argumentative articles, clinical trials, empirical articles (use library databases, google scholar)
Numerical and financial data: export data, quality of life measures (see library subject guides
Visual records (maps, old photographs, film)
NGO documents: Stakeholder reports, Best practice documents
Government documents: laws, legislation, reports

Research Plan worksheet - Accessible version (Word doc)

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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.

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10 Free Research Plan Templates for Teams and Professionals

February 13, 2024

Starting a new research project from scratch can feel overwhelming. Without the right tools and templates, you’re left with a blank page and no direction. With them, starting a new project or organizing an existing one feels like a breeze.

That’s why you need to build a library of the best research plan templates. And we’re here to help you do it.

Stick with us as we run through the benefits of using a research plan template and share some of our favorites—all designed to help make your research projects run like magic.

What is a Research Plan Template?

What makes a good research plan template, 1. clickup user research plan template, 2. clickup market research template, 3. clickup research whiteboard template, 4. clickup equity research report template, 5. clickup seo research & management template, 6. clickup research report template, 7. clickup data analysis findings template, 8. clickup personal swot analysis template, 9. clickup case study template, 10. clickup investigation report template, how to write a research plan.

A research plan template is a document that’s designed to help you build the best research management plan possible. Instead of starting from scratch with a blank screen, a research plan document gives you the building blocks to fill in—so you won’t miss anything important.

There are a lot of solid research plan documents out there—covering everything from UX research (user experience) to case study templates . These templates can be helpful for any team, whether you’re working on product development prototypes or research objectives for a marketing project. They’re especially helpful for product design , UX research, and project management teams.

Some of the most popular research plan templates include:

UX research plan templates
Usability testing research templates
Data analysis findings templates
Project proposal templates
Case study templates
Research process templates
Market research templates
Competitive analysis templates
Request for proposal templates

Each is there to guide you towards collecting, reviewing, and reporting on your research in a more strategic and organized way. Think of the research plan as your helpful research buddy—there to make things easier, provide guidance, and help you ace your project execution .

We’re all looking for something different when it comes to project templates. You might favor simplicity and order, while another team might prefer a more creative approach with lots of color and prompts.

Even though your needs are unique, there are some elements that almost always make a research plan template stand out above all the rest.

The best research plan templates:

Keep you and your product team organized
Help you standardize the research process and research method you use
Keep you focused on the key project goals and deliverables
Give you suggestions for metrics to record and analyze
Help you keep your research questions in one place
Help you stay on target with your project timeline
Give you a defined place to store your thoughts and research findings

There’s no one perfect template for any individual or team. Consider what your purpose or goal is, what your project management workstreams look like, and which areas you need the most support or guidance in. This will help you choose which templates to feature and how you can use wiki software to build a collection of your go-to templates.

10 Research Plan Templates to Use in 2024

There are hundreds of research plan templates out there, but they’re not all alike. Some of them bring out the best of your project management skills , while others hinder them.

We’ve brought together the best of the best, to share with you the ultimate list of research plan templates to add to your workflow this year. Want to know what’s even better? You don’t need to get buy-in for an expensive pricing plan—these templates are all free!

One of the first things that comes to mind when you say “research plan template” is user research. For development and project teams, this is one step of the process where strategy and staying organized is essential.

The User Research Plan Template by ClickUp makes it easy for you to achieve that and more. There’s space to share your project overview and research goals, research objectives, hypotheses, and more—plus a bonus Interview Research Debrief doc.

This template acts as a central resource for all the stakeholders. Use it to bring your team together, reaffirm your goals and objectives, and stay on track as you execute your qualitative research project.

Bonus: UX design tools !

Planning your market research is a must-have if you want to get the best possible data. Give your team everything they need in one place and it helps your process run smoothly.

To help keep your team informed and ready to go, we developed the Market Research Template by ClickUp . It’s a Task template that brings you key information, all in one place.

Our Market Research Template features five custom fields—a research presentation link, market research type, report document link, data collection technique, and research stage. Add your clickable links, and use the dropdowns to assign the correct stage or type as you progress.

You can collect user research in so many ways. Questionnaires, user interviews, focus groups, user research sessions, or social media. Another super engaging way to do this is with a whiteboard.

Collaboration and user research feels interactive and fun with the Research Whiteboard Template by ClickUp . Encourage your team to share the insights they’ve collected in this highly visual template, with digital sticky notes instead of empty white boxes.

Use this ClickUp whiteboard template as a more engaging way to view your user research. You can also use this as a tool for internal research projects—invite your stakeholders by link and ask them to comment directly.

If you’re in the business of advising investors on what to do with their money, an equity report is a must-have. Instead of manually writing a new report every time, a research plan template can help you shortcut the process and get straight to the details.

Enter the Equity Research Report Template by ClickUp . It’s designed to help you share what you know in a more strategic way. Share an insight into the company overview, management team, performance, market valuation, and recommendations.

This research plan template has everything you need to present your findings to investors in an organized and effective way. Look like a pro to your investor clients and partners, and store all your data in a meaningful way to reflect on later.

ClickUp SEO Research & Management Template

Staying on top of your company’s SEO performance is no easy task. There are so many moving parts, tools, projects, goals, and team members that you need a way to stay organized and productive.

Luckily for you, the SEO Research & Management Template by ClickUp is here to help simplify the process—and make you look good to your boss. This Folder template gives you a dedicated place to work on your SEO goals, with SEO-related custom fields and plenty of custom task types to help your team communicate progress and see roadblocks in your research plan.

Use this template to see at a glance where your SEO projects are, so you can be more proactive about how your team is working. You can also dive in to details and understand time estimates, publish dates, and where your rankings are at.

Check out these AI SEO Tools !

There’s no need to start from scratch every time you’re asked to put a research report together—instead use a template to make all your research questions and study reports as impressive as the last one.

Shortcut your way to success with the Research Report Template by ClickUp . There are sections for your executive summary, introduction, research method and techniques, results & discussion, references, and appendices. Add a report author and contributors, so you can recognize everyone that contributed to the report.

Share your research methods, approach, and findings with stakeholders and clients with this impressive template. It’s a useful foundation to help your team get organized and find a better way to update stakeholders on progress.

The Data Analysis Findings Template by ClickUp helps you present your data to everyone in a more meaningful way. Instead of presenting numbers and graphs, this template can help you go deeper into the problem statement, scope, analysis and research method, findings, and conclusion.

Use this template to help you organize your thoughts and communicate the results of your study in a transparent and easy-to-read way. Explain the context and background information alongside your approach, so your stakeholders can fully understand what the data shows.

A personal SWOT analysis can help you understand your (or your team’s) strengths, weaknesses, opportunities, and threats. This information can not only help you work better, but it means you can be more intentional about your impact on the wider company.

The Personal SWOT Analysis Template by ClickUp can help you remember to work on your SWOT analysis. Find your strengths, weaknesses or pain points, opportunities, and threats. This Task template features several custom fields designed to help you monitor your progress—including your objective, timeline, and completion rate.

This template can be a helpful reminder to focus on your personal SWOT analysis, so you can be more intentional and aware of how you contribute to your team and company’s goals and objectives. Use your personal SWOT to help you set professional goals for work and make a bigger impact.

Case studies give you a powerful insight into what your brands, clients, or competitors are doing. They’re an in-depth look into a specific area of the business, based on your personal research and findings.

Simplify the process of building your case studies with the Case Study Template by ClickUp . This template gives you a strong foundation for presenting clear, insightful case studies with your team, stakeholders, or clients. Introduce the company, your case study objective, solutions and statistics, and your insights.

Use this template to help you create case studies at scale. Present your data in a clear and concise way, with all the context your team or stakeholders need to extract the most value from the case study as possible.

Often our research helps us understand the market, our competitors, or what our own company is doing. Sometimes, it’s to help us understand incidents and challenges instead.

That’s where the Investigation Report Template by ClickUp comes in. This template is designed to help you report on accidents, complaints, incidents, and violations. Explain the case details including a summary and evidence, then move into cross-examination with space for interview questions and answers, and your conclusion.

This template is a must-have for teams and companies that want to demonstrate how they overcome challenges or handle incidents. It’s great for transparency and trust-building, and serves as a useful way to document a trail of evidence for when you need it.

Now that you have a template for your research plan, let’s dive into the details of how to write one. Follow these steps to create an effective research plan that will guide your research and help you achieve your goals.

Step 1: Identify Your Research Question

The first step in writing a research plan is to clearly define your research question or topic. This will serve as the foundation for all of your research and help guide your methods and analysis. Make sure your question is specific, relevant, and achievable within the scope of your project.

Step 2: Outline Your Objectives

Next, you should outline the specific objectives or goals of your research. These objectives should be aligned with your research question and provide a clear roadmap for your project. Be sure to make them measurable and achievable.

Step 3: Choose Your Research Methods

Based on your research question and objectives, you can now determine the appropriate methods for gathering data and conducting analysis. This may include surveys, experiments, interviews, or literature reviews. It’s important to choose methods that are suitable for your research topic and will provide reliable and accurate results.

Step 4: Create a Timeline

A research plan should include a detailed timeline for each stage of the project. This will help you stay on track and ensure that you have enough time to complete each task. Be realistic with your timeline and build in some buffer time for unexpected delays or challenges.

Step 5: Consider Ethical Implications

When conducting research, it’s important to consider any potential ethical implications. This may include obtaining consent from participants, ensuring privacy and confidentiality, or following ethical guidelines set by your institution or governing body.

Step 6: Anticipate Potential Outcomes

As with any research project, there are always potential outcomes that can arise. These could be both positive and negative, and it’s important to anticipate and plan for them. This will help you be prepared for any potential challenges or changes that may occur during your research.

Step 7: Revise and Refine Your Plan

Once you have completed the previous steps, it’s essential to review and revise your research plan as needed. It’s common for plans to change as the project progresses, so be open to making adjustments and tweaking your methods or timeline as needed.

Stay Organized with the Best Research Plan Templates

Nobody likes a disorganized project—especially a research project. Let your team breathe a sigh of relief and make your stakeholders smile when they realize you’ve got it all under control.

Use these free research plan templates to help you get organized, streamline your workflows, and keep everyone informed. Build a collection of templates that work for your projects, and make them a central part of the way you work as a team. Standardize, simplify, and get productive.

All of these research plan templates are available right now, for free, inside our template library . Get access to these user-friendly templates, 100MB of storage, 1,000+ integrations, and more with ClickUp—free now, and forever!

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World Leaders in Research-Based User Experience

Planning research with generative ai.

April 5, 2024 2024-04-05

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AI chatbots (like ChatGPT, Google’s Gemini, and Microsoft Copilot) can support UX researchers of all experience levels in planning their research.

The research goals or questions that the research is hoping to achieve or answer
The method to be used and a description of how it will be carried out
The tasks or questions that will be given to study participants
The profile of the target participants
The screener questionnaire used to recruit participants

Creating a research plan can be time-consuming. Even with a good template, a researcher must generate research questions, select the appropriate method(s), decide how to run sessions, and often create study collateral (like screeners and tasks) from scratch. The good news is that AI can help with many, if not all, of these tasks!

It can be tempting to just ask an AI tool to give you a research plan for a project. Don’t do that.

❌ Bad Prompt : Generate a research plan for a usability test of a food-delivery app.

This kind of request results in a generic, template-like response, partly because AI lacks the context to propose a complete research plan and partly because of how the model has been trained.

To construct a useful research plan, deconstruct the plan into parts and have the AI chatbot tackle each part individually. You can assemble responses in a final research plan.

Don’t expect the AI to ask you the right questions in order to get a comprehensive outcome. View the AI tool as a UX assistant , not as a UX mentor. You need to feed into the AI all the steps and details you want it to consider.

Follow the steps below for the best results.

Step 1: Provide Context

Imagine asking an experienced colleague for recommendations on what research study to run without giving them any context on what project you’re working on and what you’re trying to achieve. They would probably say, "It depends on what you’re trying to learn.” Conversing with AI presents no exception.

Start your conversation with enough context , especially if the AI tool does not already have this information stored about you or your current project. ( ChatGPT 4 allows users to store context for each new conversation.)

The contextual information you share should include who you work for, the scope of your project, and what you’re looking to achieve. Remember that some AI tools may use your conversations to train their models, so share only information you would be comfortable with being in the open domain.

Prompt Template: I work for [type or organization] . My company provides [what kind of product, service, or experience] . I need to run a user-research study to learn [something about users or a problem] .

Step 2: Generate Research Questions

After providing the AI tool with context, ask it to suggest specific research questions for the study. Here’s an example from a recent study on research repositories that I conducted for NN/g.

Prompt Example: I will run a research study and report on how UX practitioners across different organizations set up and use research repositories. Please generate 10 research questions that would be suitable for this sort of study.

It’s a good idea to ask generative AI tools for more options or ideas than you think you’ll need, because some will not be a good fit.

Microsoft Copilot responded to the prompt above with the 10 research questions below.

10 Research questions generated by Microsoft Copilot

Who are the primary users of the research repository within different organizations? What motivates users to engage with the research repository? How do different teams (design, product, sales, marketing) access and benefit from the research repository? What challenges do practitioners face when contributing to or retrieving information from the repository? What types of research artifacts (reports, raw data, templates) are most commonly stored in the repository? How do organizations structure their research repositories? What tools and templates are commonly used to facilitate research repository management? How do practitioners ensure the quality and accuracy of information in the repository? What impact does the research repository have on decision-making and project outcomes? What strategies can organizations implement to encourage widespread adoption and active participation in the research repository?

To broaden your pool of research questions, ask for further research questions or provide the same prompt in a new session. Repeat this process as many times as you need to generate a list that feels exhaustive of what you’d like to learn.

Some of the research questions Copilot generated for me were appropriate, and others were not. As a result, I had AI generate more research questions to choose from.

Unfortunately, most AI chatbots don’t offer an easy way to dismiss suggestions or combine specific responses and work from only these (a behavior called apple-picking ).

Pulling in generated research questions into an offline document (like a FigJam or Google Doc) allows you to easily group items, remove duplicates, or reword suggested research questions.

Begin a new chat session with your selected and refined set of research questions, so that the unwanted research questions are removed from the chat history.

Step 3: Request Methods

After sharing the context and your chosen research questions, ask the AI tool to identify suitable research methods.

Example Prompt : What study would you suggest to answer these research questions? Please be specific; cite which research questions would be answered by which research method if you suggest multiple methods.

Generative-AI advice is not always good advice. Often, these tools will suggest various methods and suggest you triangulate data from multiple sources. This approach is not always needed. Also, not all methods will be practical or the best fit for your study. Additionally, AI may suggest interviews and focus groups even for research questions better suited to a behavioral research method .

Ask AI chatbots to tell you which research methods would be suited to which research question and why. We also recommend doing some further reading on your own about any methods that are unfamiliar to you.

In response to the prompt above (and given my chosen research questions), ChatGPT recommended a survey, interviews with select UX practitioners, and case studies. These were all my chosen methods, so AI had done well here!

Step 4: Request Inclusion Criteria

AI can create inclusion criteria — a necessary component of your research plan. Do this step only after generating research questions and methods since these will inform who should participate in the research study.

Inclusion criteria (or recruitment criteria) are specific characteristics of the target population that need to be represented in your sample.

Start with inclusion criteria before asking the AI to help you write a screening questionnaire ; AI can only craft an appropriate screener after it “knows” who you’re looking to recruit.

Example Prompt: So that I recruit the right people for my interviews, help me create some inclusion criteria. What characteristics or behaviors should I recruit for?

Step 5: Request Help with Screeners, Interview Questions, and Tasks

Finally, ask the AI to put together:

Interview questions or an interview guide (if conducting interviews)
Tasks for a usability test
Diary-study prompts (if relevant)
Recruitment confirmation emails or other communication messages.

Unfortunately, there are a lot of bad examples of the above on the web. Conversational AI has been trained on all this data. Therefore, don’t be surprised if it produces poor study collateral on its first attempt! This is a major risk area for new researchers.

One way to mitigate this danger is to give the AI tool advice when crafting any of these outputs . Think of AI as a new research assistant who can learn extremely quickly.

Common mistakes that AI tools make include:

Using words that appear in the interface in task instructions (priming)
Creating task instructions that ask users to imagine they are someone that they are not
Not including a goal or a call to action in the task instruction
Not including distractor options in screening questionnaires
Using overenthusiastic marketing language in recruitment materials

It’s not surprising that AI makes these mistakes since UX practitioners also make them!

To improve outputs, feed the AI essential tips, such as:

When crafting tasks: Do not use the name of words or link labels in the task instruction. Find a natural-language equivalent to explain what the participant should do . (You can ask AI to “read” a website or an image.)
When crafting recruitment materials: Use neutral and concise language in the recruitment email. Avoid using overly enthusiastic marketing language.
When crafting a screener: Include multiple-choice questions and answer options that might disguise what the study is about and who I am looking to recruit.

Additionally, when possible, feed the AI with good examples of screener questionnaires, tasks, or interview questions, so it can follow their format or style.

Even with this advice, AI can still make mistakes. If you’re doubting its answers, check primary sources or speak with an experienced researcher for old-fashioned human guidance.

If you have ChatGPT’s Plus Plan, you can use our GPT for planning your research.

With the proper context, examples, and advice, AI tools, like ChatGPT and Microsoft Copilot, can craft helpful research questions, tasks, interview questions, and other study collateral far more quickly than you could if you started from scratch.

Research leads and ResearchOps personnel can support junior researchers and PWDRs (People Who Do Research) by providing examples and advice that can be fed to AI agents. Experienced researchers can benefit from using AI to speed up their research-planning process and obtain further inspiration.

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6.3 Steps in a Successful Marketing Research Plan

Learning outcomes.

By the end of this section, you will be able to:

1 Identify and describe the steps in a marketing research plan.
2 Discuss the different types of data research.
3 Explain how data is analyzed.
4 Discuss the importance of effective research reports.

Define the Problem

There are seven steps to a successful marketing research project (see Figure 6.3 ). Each step will be explained as we investigate how a marketing research project is conducted.

The first step, defining the problem, is often a realization that more information is needed in order to make a data-driven decision. Problem definition is the realization that there is an issue that needs to be addressed. An entrepreneur may be interested in opening a small business but must first define the problem that is to be investigated. A marketing research problem in this example is to discover the needs of the community and also to identify a potentially successful business venture.

Many times, researchers define a research question or objectives in this first step. Objectives of this research study could include: identify a new business that would be successful in the community in question, determine the size and composition of a target market for the business venture, and collect any relevant primary and secondary data that would support such a venture. At this point, the definition of the problem may be “Why are cat owners not buying our new cat toy subscription service?”

Additionally, during this first step we would want to investigate our target population for research. This is similar to a target market, as it is the group that comprises the population of interest for the study. In order to have a successful research outcome, the researcher should start with an understanding of the problem in the current situational environment.

Develop the Research Plan

Step two is to develop the research plan. What type of research is necessary to meet the established objectives of the first step? How will this data be collected? Additionally, what is the time frame of the research and budget to consider? If you must have information in the next week, a different plan would be implemented than in a situation where several months were allowed. These are issues that a researcher should address in order to meet the needs identified.

Research is often classified as coming from one of two types of data: primary and secondary. Primary data is unique information that is collected by the specific researcher with the current project in mind. This type of research doesn’t currently exist until it is pulled together for the project. Examples of primary data collection include survey, observation, experiment, or focus group data that is gathered for the current project.

Secondary data is any research that was completed for another purpose but can be used to help inform the research process. Secondary data comes in many forms and includes census data, journal articles, previously collected survey or focus group data of related topics, and compiled company data. Secondary data may be internal, such as the company’s sales records for a previous quarter, or external, such as an industry report of all related product sales. Syndicated data , a type of external secondary data, is available through subscription services and is utilized by many marketers. As you can see in Table 6.1 , primary and secondary data features are often opposite—the positive aspects of primary data are the negative side of secondary data.

There are four research types that can be used: exploratory, descriptive, experimental, and ethnographic research designs (see Figure 6.4 ). Each type has specific formats of data that can be collected. Qualitative research can be shared through words, descriptions, and open-ended comments. Qualitative data gives context but cannot be reduced to a statistic. Qualitative data examples are categorical and include case studies, diary accounts, interviews, focus groups, and open-ended surveys. By comparison, quantitative data is data that can be reduced to number of responses. The number of responses to each answer on a multiple-choice question is quantitative data. Quantitative data is numerical and includes things like age, income, group size, and height.

Exploratory research is usually used when additional general information in desired about a topic. When in the initial steps of a new project, understanding the landscape is essential, so exploratory research helps the researcher to learn more about the general nature of the industry. Exploratory research can be collected through focus groups, interviews, and review of secondary data. When examining an exploratory research design, the best use is when your company hopes to collect data that is generally qualitative in nature. 7

For instance, if a company is considering a new service for registered users but is not quite sure how well the new service will be received or wants to gain clarity of exactly how customers may use a future service, the company can host a focus group. Focus groups and interviews will be examined later in the chapter. The insights collected during the focus group can assist the company when designing the service, help to inform promotional campaign options, and verify that the service is going to be a viable option for the company.

Descriptive research design takes a bigger step into collection of data through primary research complemented by secondary data. Descriptive research helps explain the market situation and define an “opinion, attitude, or behavior” of a group of consumers, employees, or other interested groups. 8 The most common method of deploying a descriptive research design is through the use of a survey. Several types of surveys will be defined later in this chapter. Descriptive data is quantitative in nature, meaning the data can be distilled into a statistic, such as in a table or chart.

Again, descriptive data is helpful in explaining the current situation. In the opening example of LEGO , the company wanted to describe the situation regarding children’s use of its product. In order to gather a large group of opinions, a survey was created. The data that was collected through this survey allowed the company to measure the existing perceptions of parents so that alterations could be made to future plans for the company.

Experimental research , also known as causal research , helps to define a cause-and-effect relationship between two or more factors. This type of research goes beyond a correlation to determine which feature caused the reaction. Researchers generally use some type of experimental design to determine a causal relationship. An example is A/B testing, a situation where one group of research participants, group A, is exposed to one treatment and then compared to the group B participants, who experience a different situation. An example might be showing two different television commercials to a panel of consumers and then measuring the difference in perception of the product. Another example would be to have two separate packaging options available in different markets. This research would answer the question “Does one design sell better than the other?” Comparing that to the sales in each market would be part of a causal research study. 9

The final method of collecting data is through an ethnographic design. Ethnographic research is conducted in the field by watching people interact in their natural environment. For marketing research, ethnographic designs help to identify how a product is used, what actions are included in a selection, or how the consumer interacts with the product. 10

Examples of ethnographic research would be to observe how a consumer uses a particular product, such as baking soda. Although many people buy baking soda, its uses are vast. So are they using it as a refrigerator deodorizer, a toothpaste, to polish a belt buckle, or to use in baking a cake?

Select the Data Collection Method

Data collection is the systematic gathering of information that addresses the identified problem. What is the best method to do that? Picking the right method of collecting data requires that the researcher understand the target population and the design picked in the previous step. There is no perfect method; each method has both advantages and disadvantages, so it’s essential that the researcher understand the target population of the research and the research objectives in order to pick the best option.

Sometimes the data desired is best collected by watching the actions of consumers. For instance, how many cars pass a specific billboard in a day? What website led a potential customer to the company’s website? When are consumers most likely to use the snack vending machines at work? What time of day has the highest traffic on a social media post? What is the most streamed television program this week? Observational research is the collecting of data based on actions taken by those observed. Many data observations do not require the researched individuals to participate in the data collection effort to be highly valuable. Some observation requires an individual to watch and record the activities of the target population through personal observations .

Unobtrusive observation happens when those being observed aren’t aware that they are being watched. An example of an unobtrusive observation would be to watch how shoppers interact with a new stuffed animal display by using a one-way mirror. Marketers can identify which products were handled more often while also determining which were ignored.

Other methods can use technology to collect the data instead. Instances of mechanical observation include the use of vehicle recorders, which count the number of vehicles that pass a specific location. Computers can also assess the number of shoppers who enter a store, the most popular entry point for train station commuters, or the peak time for cars to park in a parking garage.

When you want to get a more in-depth response from research participants, one method is to complete a one-on-one interview . One-on-one interviews allow the researcher to ask specific questions that match the respondent’s unique perspective as well as follow-up questions that piggyback on responses already completed. An interview allows the researcher to have a deeper understanding of the needs of the respondent, which is another strength of this type of data collection. The downside of personal interviews it that a discussion can be very time-consuming and results in only one respondent’s answers. Therefore, in order to get a large sample of respondents, the interview method may not be the most efficient method.

Taking the benefits of an interview and applying them to a small group of people is the design of a focus group . A focus group is a small number of people, usually 8 to 12, who meet the sample requirements. These individuals together are asked a series of questions where they are encouraged to build upon each other’s responses, either by agreeing or disagreeing with the other group members. Focus groups are similar to interviews in that they allow the researcher, through a moderator, to get more detailed information from a small group of potential customers (see Figure 6.5 ).

Link to Learning

Focus groups.

Focus groups are a common method for gathering insights into consumer thinking and habits. Companies will use this information to develop or shift their initiatives. The best way to understand a focus group is to watch a few examples or explanations. TED-Ed has this video that explains how focus groups work.

You might be asking when it is best to use a focus group or a survey. Learn the differences, the pros and cons of each, and the specific types of questions you ask in both situations in this article .

Preparing for a focus group is critical to success. It requires knowing the material and questions while also managing the group of people. Watch this video to learn more about how to prepare for a focus group and the types of things to be aware of.

One of the benefits of a focus group over individual interviews is that synergy can be generated when a participant builds on another’s ideas. Additionally, for the same amount of time, a researcher can hear from multiple respondents instead of just one. 11 Of course, as with every method of data collection, there are downsides to a focus group as well. Focus groups have the potential to be overwhelmed by one or two aggressive personalities, and the format can discourage more reserved individuals from speaking up. Finally, like interviews, the responses in a focus group are qualitative in nature and are difficult to distill into an easy statistic or two.

Combining a variety of questions on one instrument is called a survey or questionnaire . Collecting primary data is commonly done through surveys due to their versatility. A survey allows the researcher to ask the same set of questions of a large group of respondents. Response rates of surveys are calculated by dividing the number of surveys completed by the total number attempted. Surveys are flexible and can collect a variety of quantitative and qualitative data. Questions can include simplified yes or no questions, select all that apply, questions that are on a scale, or a variety of open-ended types of questions. There are four types of surveys (see Table 6.2 ) we will cover, each with strengths and weaknesses defined.

Let’s start off with mailed surveys —surveys that are sent to potential respondents through a mail service. Mailed surveys used to be more commonly used due to the ability to reach every household. In some instances, a mailed survey is still the best way to collect data. For example, every 10 years the United States conducts a census of its population (see Figure 6.6 ). The first step in that data collection is to send every household a survey through the US Postal Service (USPS). The benefit is that respondents can complete and return the survey at their convenience. The downside of mailed surveys are expense and timeliness of responses. A mailed survey requires postage, both when it is sent to the recipient and when it is returned. That, along with the cost of printing, paper, and both sending and return envelopes, adds up quickly. Additionally, physically mailing surveys takes time. One method of reducing cost is to send with bulk-rate postage, but that slows down the delivery of the survey. Also, because of the convenience to the respondent, completed surveys may be returned several weeks after being sent. Finally, some mailed survey data must be manually entered into the analysis software, which can cause delays or issues due to entry errors.

Phone surveys are completed during a phone conversation with the respondent. Although the traditional phone survey requires a data collector to talk with the participant, current technology allows for computer-assisted voice surveys or surveys to be completed by asking the respondent to push a specific button for each potential answer. Phone surveys are time intensive but allow the respondent to ask questions and the surveyor to request additional information or clarification on a question if warranted. Phone surveys require the respondent to complete the survey simultaneously with the collector, which is a limitation as there are restrictions for when phone calls are allowed. According to Telephone Consumer Protection Act , approved by Congress in 1991, no calls can be made prior to 8:00 a.m. or after 9:00 p.m. in the recipient’s time zone. 12 Many restrictions are outlined in this original legislation and have been added to since due to ever-changing technology.

In-person surveys are when the respondent and data collector are physically in the same location. In-person surveys allow the respondent to share specific information, ask questions of the surveyor, and follow up on previous answers. Surveys collected through this method can take place in a variety of ways: through door-to-door collection, in a public location, or at a person’s workplace. Although in-person surveys are time intensive and require more labor to collect data than some other methods, in some cases it’s the best way to collect the required data. In-person surveys conducted through a door-to-door method is the follow-up used for the census if respondents do not complete the mailed survey. One of the downsides of in-person surveys is the reluctance of potential respondents to stop their current activity and answer questions. Furthermore, people may not feel comfortable sharing private or personal information during a face-to-face conversation.

Electronic surveys are sent or collected through digital means and is an opportunity that can be added to any of the above methods as well as some new delivery options. Surveys can be sent through email, and respondents can either reply to the email or open a hyperlink to an online survey (see Figure 6.7 ). Additionally, a letter can be mailed that asks members of the survey sample to log in to a website rather than to return a mailed response. Many marketers now use links, QR codes, or electronic devices to easily connect to a survey. Digitally collected data has the benefit of being less time intensive and is often a more economical way to gather and input responses than more manual methods. A survey that could take months to collect through the mail can be completed within a week through digital means.

Design the Sample

Although you might want to include every possible person who matches your target market in your research, it’s often not a feasible option, nor is it of value. If you did decide to include everyone, you would be completing a census of the population. Getting everyone to participate would be time-consuming and highly expensive, so instead marketers use a sample , whereby a portion of the whole is included in the research. It’s similar to the samples you might receive at the grocery store or ice cream shop; it isn’t a full serving, but it does give you a good taste of what the whole would be like.

So how do you know who should be included in the sample? Researchers identify parameters for their studies, called sample frames . A sample frame for one study may be college students who live on campus; for another study, it may be retired people in Dallas, Texas, or small-business owners who have fewer than 10 employees. The individual entities within the sampling frame would be considered a sampling unit . A sampling unit is each individual respondent that would be considered as matching the sample frame established by the research. If a researcher wants businesses to participate in a study, then businesses would be the sampling unit in that case.

The number of sampling units included in the research is the sample size . Many calculations can be conducted to indicate what the correct size of the sample should be. Issues to consider are the size of the population, the confidence level that the data represents the entire population, the ease of accessing the units in the frame, and the budget allocated for the research.

There are two main categories of samples: probability and nonprobability (see Figure 6.8 ). Probability samples are those in which every member of the sample has an identified likelihood of being selected. Several probability sample methods can be utilized. One probability sampling technique is called a simple random sample , where not only does every person have an identified likelihood of being selected to be in the sample, but every person also has an equal chance of exclusion. An example of a simple random sample would be to put the names of all members of a group into a hat and simply draw out a specific number to be included. You could say a raffle would be a good example of a simple random sample.

Another probability sample type is a stratified random sample , where the population is divided into groups by category and then a random sample of each category is selected to participate. For instance, if you were conducting a study of college students from your school and wanted to make sure you had all grade levels included, you might take the names of all students and split them into different groups by grade level—freshman, sophomore, junior, and senior. Then, from those categories, you would draw names out of each of the pools, or strata.

A nonprobability sample is a situation in which each potential member of the sample has an unknown likelihood of being selected in the sample. Research findings that are from a nonprobability sample cannot be applied beyond the sample. Several examples of nonprobability sampling are available to researchers and include two that we will look at more closely: convenience sampling and judgment sampling.

The first nonprobability sampling technique is a convenience sample . Just like it sounds, a convenience sample is when the researcher finds a group through a nonscientific method by picking potential research participants in a convenient manner. An example might be to ask other students in a class you are taking to complete a survey that you are doing for a class assignment or passing out surveys at a basketball game or theater performance.

A judgment sample is a type of nonprobability sample that allows the researcher to determine if they believe the individual meets the criteria set for the sample frame to complete the research. For instance, you may be interested in researching mothers, so you sit outside a toy store and ask an individual who is carrying a baby to participate.

Collect the Data

Now that all the plans have been established, the instrument has been created, and the group of participants has been identified, it is time to start collecting data. As explained earlier in this chapter, data collection is the process of gathering information from a variety of sources that will satisfy the research objectives defined in step one. Data collection can be as simple as sending out an email with a survey link enclosed or as complex as an experiment with hundreds of consumers. The method of collection directly influences the length of this process. Conducting personal interviews or completing an experiment, as previously mentioned, can add weeks or months to the research process, whereas sending out an electronic survey may allow a researcher to collect the necessary data in a few days. 13

Analyze and Interpret the Data

Once the data has been collected, the process of analyzing it may begin. Data analysis is the distillation of the information into a more understandable and actionable format. The analysis itself can take many forms, from the use of basic statistics to a more comprehensive data visualization process. First, let’s discuss some basic statistics that can be used to represent data.

The first is the mean of quantitative data. A mean is often defined as the arithmetic average of values. The formula is:

A common use of the mean calculation is with exam scores. Say, for example, you have earned the following scores on your marketing exams: 72, 85, 68, and 77. To find the mean, you would add up the four scores for a total of 302. Then, in order to generate a mean, that number needs to be divided by the number of exam scores included, which is 4. The mean would be 302 divided by 4, for a mean test score of 75.5. Understanding the mean can help to determine, with one number, the weight of a particular value.

Another commonly used statistic is median. The median is often referred to as the middle number. To generate a median, all the numeric answers are placed in order, and the middle number is the median. Median is a common statistic when identifying the income level of a specific geographic region. 14 For instance, the median household income for Albuquerque, New Mexico, between 2015 and 2019 was $52,911. 15 In this case, there are just as many people with an income above the amount as there are below.

Mode is another statistic that is used to represent data of all types, as it can be used with quantitative or qualitative data and represents the most frequent answer. Eye color, hair color, and vehicle color can all be presented with a mode statistic. Additionally, some researchers expand on the concept of mode and present the frequency of all responses, not just identifying the most common response. Data such as this can easily be presented in a frequency graph, 16 such as the one in Figure 6.9 .

Additionally, researchers use other analyses to represent the data rather than to present the entirety of each response. For example, maybe the relationship between two values is important to understand. In this case, the researcher may share the data as a cross tabulation (see Figure 6.10 ). Below is the same data as above regarding social media use cross tabulated with gender—as you can see, the data is more descriptive when you can distinguish between the gender identifiers and how much time is spent per day on social media.

Not all data can be presented in a graphical format due to the nature of the information. Sometimes with qualitative methods of data collection, the responses cannot be distilled into a simple statistic or graph. In that case, the use of quotations, otherwise known as verbatims , can be used. These are direct statements presented by the respondents. Often you will see a verbatim statement when reading a movie or book review. The critic’s statements are used in part or in whole to represent their feelings about the newly released item.

Infographics

As they say, a picture is worth a thousand words. For this reason, research results are often shown in a graphical format in which data can be taken in quickly, called an infographic .

Check out this infographic on what components make for a good infographic. As you can see, a good infographic needs four components: data, design, a story, and the ability to share it with others. Without all four pieces, it is not as valuable a resource as it could be. The ultimate infographic is represented as the intersection of all four.

Infographics are particularly advantageous online. Refer to this infographic on why they are beneficial to use online .

Prepare the Research Report

The marketing research process concludes by sharing the generated data and makes recommendations for future actions. What starts as simple data must be interpreted into an analysis. All information gathered should be conveyed in order to make decisions for future marketing actions. One item that is often part of the final step is to discuss areas that may have been missed with the current project or any area of further study identified while completing it. Without the final step of the marketing research project, the first six steps are without value. It is only after the information is shared, through a formal presentation or report, that those recommendations can be implemented and improvements made. The first six steps are used to generate information, while the last is to initiate action. During this last step is also when an evaluation of the process is conducted. If this research were to be completed again, how would we do it differently? Did the right questions get answered with the survey questions posed to the respondents? Follow-up on some of these key questions can lead to additional research, a different study, or further analysis of data collected.

Methods of Quantifying Marketing Research

One of the ways of sharing information gained through marketing research is to quantify the research . Quantifying the research means to take a variety of data and compile into a quantity that is more easily understood. This is a simple process if you want to know how many people attended a basketball game, but if you want to quantify the number of students who made a positive comment on a questionnaire, it can be a little more complicated. Researchers have a variety of methods to collect and then share these different scores. Below are some of the most common types used in business.

Is a customer aware of a product, brand, or company? What is meant by awareness? Awareness in the context of marketing research is when a consumer is familiar with the product, brand, or company. It does not assume that the consumer has tried the product or has purchased it. Consumers are just aware. That is a measure that many businesses find valuable. There are several ways to measure awareness. For instance, the first type of awareness is unaided awareness . This type of awareness is when no prompts for a product, brand, or company are given. If you were collecting information on fast-food restaurants, you might ask a respondent to list all the fast-food restaurants that serve a chicken sandwich. Aided awareness would be providing a list of products, brands, or companies and the respondent selects from the list. For instance, if you give a respondent a list of fast-food restaurants and ask them to mark all the locations with a chicken sandwich, you are collecting data through an aided method. Collecting these answers helps a company determine how the business location compares to those of its competitors. 17

Customer Satisfaction (CSAT)

Have you ever been asked to complete a survey at the end of a purchase? Many businesses complete research on buying, returning, or other customer service processes. A customer satisfaction score , also known as CSAT, is a measure of how satisfied customers are with the product, brand, or service. A CSAT score is usually on a scale of 0 to 100 percent. 18 But what constitutes a “good” CSAT score? Although what is identified as good can vary by industry, normally anything in the range from 75 to 85 would be considered good. Of course, a number higher than 85 would be considered exceptional. 19

Customer Acquisition Cost (CAC) and Customer Effort Score (CES)

Other metrics often used are a customer acquisition cost (CAC) and customer effort score (CES). How much does it cost a company to gain customers? That’s the purpose of calculating the customer acquisition cost. To calculate the customer acquisition cost , a company would need to total all expenses that were accrued to gain new customers. This would include any advertising, public relations, social media postings, etc. When a total cost is determined, it is divided by the number of new customers gained through this campaign.

The final score to discuss is the customer effort score , also known as a CES. The CES is a “survey used to measure the ease of service experience with an organization.” 20 Companies that are easy to work with have a better CES than a company that is notorious for being difficult. An example would be to ask a consumer about the ease of making a purchase online by incorporating a one-question survey after a purchase is confirmed. If a number of responses come back negative or slightly negative, the company will realize that it needs to investigate and develop a more user-friendly process.

Knowledge Check

It’s time to check your knowledge on the concepts presented in this section. Refer to the Answer Key at the end of the book for feedback.

Defining the problem
Developing the research plan
Selecting a data collection method
Designing the sample
you are able to send it to all households in an area
it is inexpensive
responses are automatically loaded into the software
the data comes in quickly
Primary data
Secondary data
Secondary and primary data
Professional data
It shows how respondents answered two variables in relation to each other and can help determine patterns by different groups of respondents.
By presenting the data in the form of a picture, the information is easier for the reader to understand.
It is an easy way to see how often one answer is selected by the respondents.
This analysis can used to present interview or focus group data.

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Book title: Principles of Marketing
Publication date: Jan 25, 2023
Location: Houston, Texas
Book URL: https://openstax.org/books/principles-marketing/pages/1-unit-introduction
Section URL: https://openstax.org/books/principles-marketing/pages/6-3-steps-in-a-successful-marketing-research-plan

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How to Create a Genealogy Research Plan: A 5-Step Example

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A research plan helps you record the who, what, when, where and why of your family history quest. Think of it as a road map, or in modern terms, a GPS that provides a navigational system to your past. Just as you wouldn’t attempt to change the oil in your car without instructions or try to prepare a baked Alaska without a recipe, you shouldn’t even think about going on your ancestral journey without a solid plan.

In this article, I’ll take you through a simple, five-point strategy to create a research plan by showing you how I used this method to trace the birth, marriage and death records of my paternal great-grandfather, Mihaly Fenscak. You can use it as a model to chart your own course for genealogical success.

1. Establish genealogy research objective.

Write down as specifically as possible what you want to accomplish. Perhaps you want to identify the name of the overseas town or village where your great-grandfather was born, or when he immigrated to the United States.

Your objective should include both long-term research goals and the short-term steps that will help you reach your overall objective (note any steps you can think of now, but you’ll add more as you develop your plan). For example, a long-term goal might be to determine when your great-grandfather left home and the date he arrived in the United States. A short-term goal might be to l ocate him in a US federal census that asks for the year of immigration — the 1900, 1910, 1920 and 1930 censuses.

Like most family historians, you probably have more than one genealogy problem you’re trying to solve. For now, though, choose one or two to focus on. My objective was to find the birth, marriage and death dates for my great-grandfather.

2. List known ancestor facts.

Assuming you’ve completed a pedigree chart and family group sheet using genealogy software or one of our free forms , your next step is to list known facts about the person you’re researching.

You can use the free, downloadable biographical outline form here to record your known facts. Examine any genealogical records you’ve gathered and write down what they tell you. Include names of the person and his family members; any spelling variations of the first and last names you’ve found in records; dates of birth, death and marriage; dates of migrations; and places where his life events took place.

For example, you may know your great-grandfather had three sisters and two brothers, and you may even have their first names from a family Bible or other book. Perhaps you have a marriage date or location, or a record that refers to a particular county seat or region in the old country. Think of these facts as your data points that you’ll plug into your genealogy GPS.

One caveat: Be careful not to blindly accept as truth family tales about where your ancestors went and why. You can treat these as clues and investigate their validity by tracking down records to document what happened.

I looked in home and family sources and wrote some notes I made during my search. I was able to determine the following from a family narrative naming Mihaly Fenscak and his wife, Illa. Other clues included:

Ancestral village listed as Posa, Slovakia.
Also mentioned time spent in Liverpool, England, and Freeland, Pa.
Mihaly was a widower with two children, Anna and John, when he married Illa.
His children with Illa were: Mary, born in Liverpool; Anna, born in Freeland; Elizabeth and Mihaly (Mike) Fenchak, both born in Slovakia.
Mihaly died first and Illa remarried a man named Zelenak-no date listed but story notes that she died before World War I because her daughter who was already in America returned to Slovakia to care for her mother and was unable to return to America because of the war.

From this narrative I was able to pinpoint some information to research:

Surnames and variations: Fenscak/Fencak/Fenchak/Finch; Alzo; Bavolar; Ceyba; Ragan; Zelenak.
First names and variations (Hungarian/Slovak/English): Mihaly /Michael/Mike; Illa/Ilona/Helen; Erzebet/Elizabeth; Jan/Janos/Jan; Mary; Anna.

3. Form a working hypothesis.

Based on the known facts you recorded in the previous step, make some educated guesses about the possible answers to your research question or problem. For example, say you know your great-grandfather’s date of birth, and that he was born in Germany, but his sister who was five years younger was born in America. That lets you estimate a date range — between the two birth dates — for their family’s immigration to the United States. If you’ve found their father in the 1900 census and then again in the 1920 census, but not in 1910, you could speculate that he moved. Or perhaps he was a “bird of passage” who came to the United States for a short time, worked to earn enough money to return home and buy land, and then came back to America later.

Here’s the hypothesis I came up with, outlining Mihlay Fenscak’s life:

Mihaly Fenscak was born in Posa, Slovakia, married there and had two children. His first wife died and then he married Illa. Their first child was born in Liverpool, England, and then they arrived in America. While in Freeland, Pa., their daughter Anna was born, and then they eventually returned to Slovakia where their final two children, Elizabeth and Michael were born. Mihaly and Illa both died in Slovakia. Their three daughters eventually settled in America, and their son in Argentina. Mihaly’s children from first wife: John settled in America; Anna stayed in Slovakia and married.

4. Identify sources with related records.

Now it’s time for some searching: Become familiar with the types of records most likely to prove (or disprove) your hypothesis. Include both primary sources (those created at or near the time of an event, usually by a direct observer) and secondary sources (those created either much later than the event, or by someone who was reading or interpreting a primary source). Primary sources are generally preferable to secondary sources because they’re more likely to be accurate.

Note that the same source might be a primary source of some information, and a secondary source of other information. For example, a death certificate is a primary source of the cause of death, but a secondary source of the deceased’s date of birth (reported years after the birth by someone probably lacking first-hand knowledge).

TIP: For more information on evaluating primary and secondary sources, see the Board for Certification of Genealogists’ Guidelines for Evaluating Genealogical Resources .

Among the records that would provide your great-grandfather’s US arrival date are passenger lists, naturalization records and maybe Alien Registration files (created from 1940 to 1944, when the US government required non-citizens to register as aliens). Do some research to find out what records are available for the time period you’re researching, where they’re located (such as your public library or the National Archives ) and in what format (microfilm, digitized online, indexed in a book, etc.).

Once I established my hypothesis, I listed records and other sources I felt would be useful based on what I learned in step 2:

Family narrative (original source)
1910, 1920 and 1930 US Census records for Elizabeth Fenchak Alzo, Mary Fenchak Ceyba, Anna Fenchak Bavolar and John Fenchak
Death certificates for Elizabeth Fenchak Alzo and her sisters Anna, Mary and her brother, John
Ellis Island database for Port of New York passenger lists
Other passenger lists for other ports as needed
Port of departure lists (emigration) for Hamburg and Bremen, Germany (as available)
Cemetery tombstones in Duquesne, Pa.
Marriage records for Elizabeth and siblings in the United States
Naturalization papers/declaration of intent for Elizabeth, Anna, Mary, John
Search Social Security Death Index for all children of Mihaly Fenchak who settled in America. Write for SS-5 Applications.
Family History Library (FHL) microfilm of births, marriages and deaths in Posa, Slovakia, and 1869 Hungarian census returns for Zemplen County, Hungary

5. Define steps for accessing and using resources.

Next, determine how you’ll access those records. Can you find them on a subscription website such as Footnote or Ancestry.com ? (And is free access to the site available at your local public library or Family History Center)? In researching your great-grandfather’s immigration, for example, you’ll find that Footnote (which you can use at many Family History Centers ) has digitized naturalization records for many areas of the United States, and Ancestry.com has nearly all extant passenger lists for US ports and borders. The free websites CastleGarden.org and EllisIsland.org have information on passengers arriving at the port of New York.

If you can’t find the records online, you may need to order microfilm through a Family History Center, submit an interlibrary loan request or order the records from a repository, such as the National Archives.

Once you know how to access the records, determine the order in which you’ll seek them. For example, you might decide it’s easiest to first check the passenger lists and naturalization indexes in Ancestry.com’s online immigration databases, then visit your library for printed resources such as Germans to America: Lists of Passengers Arriving at US Ports 1850-1897 by Ira A. Glazier and P. William Filby (Scarecrow Press), and go to your Family History Center to rent microfilmed naturalization records that you’re unable to find online.

TIP: To help you research record sources, type the record you want to find out about into the FamilySearch Research Wiki search box. In your search results, click a matching article title for how-to information on the topic.

To avoid repeating the same fruitless searches on the same websites again and again, keep a written record of all the sources you search, the date you search them, and what you find (or don’t find). You may be able to do this in your genealogy software, or use the free, downloadable Research Journal . When one resource points to another type of record you should check, note that in your research journal, too.

Once I had a list of records and other sources for information on Mihaly, I came up with research strategies for each one:

Check online US Census records (1910, 1920, 1930) for children of Mihaly and Illa Fenchak.
Confirm naturalizations and confirm place of birth (1920, 1930 census); locate certificates and declarations of intent either in Pennsylvania or at the federal level using Freedom of Information Act request form.
Search the online Ellis Island database, the Castle Garden database and the Ancestry.com US Immigration Collection for Anna, Mary, John and Elizabeth; also for Mihaly and Illa Fenchak.
Search Social Security Death Index for all children of Mihaly Fenchak who settled in America; If so, request SS-5 Applications from the Social Security Administration.
Check cemeteries in Duquesne, Pa., for tombstones and write for death records for Anna Bavolar, Mary Ceyba and John Fenchak.
Contact or visit appropriate courthouses in Allegheny County, Pa., for marriage records.
Find birth records for Anna (Pennsylvania), Mary (Liverpool, England) and Elizabeth, Michael and John (Slovakia).
Search the FHL catalog for records available for Posa, Slovakia to view online or at a Family History Center. Relevant records include church records for Posa (microfilm film numbers: 1793237, 1793238 and 1793239) and the 1869 Hungarian Census for Zemplen county film number 722769. Search films for all listings of the name “Fenscak.”

It may seem overwhelming at first, but don’t let making research plans intimidate you. A little practice and it will become easier and easier to make plans and identify hypotheses. Remember, a solid research plan is key to making ancestral breakthroughs and knocking down those brick walls standing between you and your ancestors.

Download your free Research Planner and Log from Family Tree Magazine !

How to Form Effective Genealogy Research Questions

Using Local Libraries for Genealogy Research

Libraries and Archives, Research

How to archive social media posts.

Preservation, Research

Back Issues
Letters Policy

Volume 56 | ISSUE 16: April 5, 2024

Specific goals and deadlines outlined in plan for pitt 2028.

By SUSAN JONES

Ever since Chancellor Joan Gabel started at Pitt nearly nine months ago, she’s been talking about strategic planning and updating the Plan for Pitt. At the April 4 Board of Trustees’ meeting, that vision evolved into some very tangible goals and deadlines.

PROMOTIONAL VIDEO

Chancellor Joan Gabel unveiled a new promotional video titled, “It’s Possible at Pitt,” at the Board of Trustees meeting. See the video on Pitt’s YouTube channel .

“I think it’s really important for our community to know that almost everything that’s identified in the strategic plan were things that were either already planned by the entity, person or office that’s responsible for it, or were hoped to be planned,” Gabel said in an interview before the trustees’ meeting. “I see this plan as a capture. We didn’t create these initiatives, we pulled them together.”

The initiatives range from increasing the number of distinguished national and international awards received by Pitt faculty and students to expanding the Pitt Success Pell Match program and creating ways to recognize staff excellence. Gabel said the initiatives are based on feedback from faculty, staff and students.

She said that her administration — which includes chief strategy officer Bill Haldeman, who came with Gabel from the University Minnesota — inherited “excellent work” from the 2018 plan. Being new, she was able to listen objectively and bring a fresh perspective to the plan as they asked what units were working on and when they hoped to finish the work.

Gabel presented the latest update on the Plan for Pitt 2028 to the Board of Trustees at its April 4 meeting. The board voted unanimously to support the strategies, goals and direction of the new strategic plan and to encourage the chancellor and the University community to move forward with implementation of the Plan for Pitt 2028.

John Verbanec, the trustees’ chair-elect who will take over in July, thanked Gabel and her team “for a tremendous amount of work in a short period of time. … You heard our expectations well over the continued evolution of this plan and I couldn’t be happier.”

Senate President Robin Kear said also congratulated Gabel’s and her team. “I am so pleased to see the Plan for Pitt come together in more detail as it guides us for the next four years. The dashboard and progress cards will be useful tools for internal and external conversations. In each section, I can see how much thought and background work went into the formulation of concrete targets that will position us for more success in a great variety of areas. External events will always influence what we do, it is how we respond that makes the difference for our future, and the Plan for Pitt will actively drive our decision making on what is most important.”

One of the key aspects of the plan is to make the goals measurable and transparent, with achievable deadlines, and to show how they align with the five pillars that have been identified as Pitt’s key values.

Those values, which Gabel outlined last fall , are: cultivating student success; propelling scholarship, creativity and innovation; being welcoming and engaged; promoting accountability and trust; and “It’s Possible at Pitt” — the big ideas that will benefit society.

A new Plan for Pitt dashboard on the chancellor’s website will “give us the tools to tell our story well, in an outward facing, really kind of PR way,” Gabel told the trustees. It highlights each of the five pillars of the strategic plan and addresses how Pitt is addressing the way people are talking about the role of higher education in society, including responding to some myths like “No one wants to go to college anymore.”

A separate Progress Card , which also is public facing, shows what the goals are under each pillar, along with different initiatives, targets and deadlines to reach those goals. This will help guide administrative decisions and track where Pitt is headed over the life of the plan, through 2028.

For instance, under cultivating student success, one focus is on enrollment. The progress card shows an outcome of “Meet undergraduate enrollment targets for Pittsburgh campus by 2025 and 2028.” The baseline from fall 2023 is 20,220. The target for 2025 is 20,720, and for 2028 is 22,000. One of the key initiatives to achieve this is expanding the Pitt Success Pell Match Program. The goal is to increase the percentage of Pell-eligible students attending Pitt, and Gabel said they are already exploring ways to expand the current Pitt Success program to meet that goal.

Demand to attend Pitt is at an all-time high. The chancellor reported that the Office of Admissions and Financial Aid has hit another record, with 59,907 applications submitted for the first-time students in the fall 2024 term.

The strategic plan also addresses University finances under the accountability and trust pillar. One of the outcomes is to reduce administrative overhead. “It is a strategy of this administration and intention of this administration to operate efficiently, to think about cost management, to reduce the administrative overhead writ large, both centrally and within each of the units of the institution,” Gabel said.

She said she’ll need to work with deans, senior vice chancellors and others about their budgets. “But there’s a difference between the strategic plan and the budget. So the strategy is to be as intentional about cost reduction as possible, while also being able to be strategic around launching new programs, growing revenue, making strategic investments and what will attract new students, attract new opportunities to the institution, and doing those concurrently.”

Other initiatives

Currently, there are nearly 50 initiatives listed on the Progress Card, including many that are already underway, such as reforming the general education requirements.

One of the projects is launching the PittForce Portfolio. The goal of this initiative is to create a portfolio of degrees in teaching, nursing and more that meet the workforce needs of the city and the commonwealth. These degrees will be “a lower-cost, hybrid and applied educational experience that leverage Pitt’s strengths, know-how and subject matter expertise,” according to a description of the project. The Progress Card says the goal is to launch the PittForce program by 2026.

Under the “We will be welcoming and engaging” pillar, one of the goals is to be an employer of choice. “We are a large employer, we want everyone who works here to feel a sense of opportunity, of optimism,” Gabel said at the board meeting. Initiatives under that goal include:

Launch New Employee Engagement Survey by 2025: . Work is already underway by the Office of Human Resources and others to set the scope and goals of the survey, which will provide insight into employee engagement.

Complete Staff Recognition Plan by 2025 : Gabel said Staff Council has been a “really strong advocate for the critical role that the staff play in the excellence of the institution.” There’s always been clearly defined structures to recognize work by faculty and students in higher education, but there’s not a similar structure for staff. The plan would work with Human Resources to create that structure.

Labor Relations Initiative : This initiative recognizes the importance and evolving nature of labor relations at the University, with the Union of Pitt Faculty negotiating its first contract and staff hoping to vote on unionization soon. The plan is to develop this initiative over the course of the next year.

Other goals tackle everything from sustainability and the life sciences, including the new BioForge project, to promoting the free exchange of ideas and amplifying Pitt’s story.

Gabel said one of the goals of the plan is to close the gap between Pitt’s already strong reputation and “the even stronger excellence you see when you’re here. …. If the plan is working, that gap will close and everyone would know how wonderful things are here in the classroom, as a place to work and learn, as a community, and as a place where knowledge is created and expanded.”

Some notable initiatives include:

Launch IP Revenue Plan by 2025 : Increase intellectual property output as part of a broader strategy to elevate overall tech commercialization and innovation ecosystem.

Launch Health Sciences Innovation Initiative by 2026 : This will leverage the strength of Pitt’s health sciences, including BioForge, to elevate an innovation ecosystem that translates into commercial opportunities and transactions, like patents, disclosures, licenses, startups and IP revenue.

Launch Digital Future Initiative by 2024 : This will help create the future of education by responsibly and ethically embracing digital technology across the University. It will connect the dots for things happening already and resources from dozens of offices across Pitt. The goal for the Digital Future Initiative is to highlight, leverage and connect Pitt’s momentum and substantial resources in the digital landscape that are emerging or already activated, and elevate Pitt as a digital leader.

Launch Wellness Concierge in summer 2024 : Led by Student Affairs, the program will offer a comprehensive approach to student well-being by emphasizing self-awareness, goal setting and personalized support to foster a holistic and thriving University community.

Launch Pitt Housing Plan by 2025 : The housing plan will work in tandem with the campus master plan work that is just starting. This plan will address both on-campus and off-campus housing options with the goal of increasing undergraduate enrollment.

Gabel said after the Board of Trustees meeting that some of Pitt’s increased enrollment would be online or hybrid, and wouldn’t increase the population density on campus. But Pitt is working with a firm on master planning that will look at increasing student numbers on campus. “We give ourselves a certain number of years before we even want to hit the target so that we have time to make sure that we can create the environment to allow for that number of students to arrive comfortably.”

What’s next ?

The chancellor said her role puts her “in a unique position to see where things are intersecting, to hear about all the different things that are going on at the same time and to create this structure for other people to see that and to communicate about that. … And also to create support. Some of that’s financial, some of that is structural. Some of that is, I think, emotional. And some of that is whatever the person says they need. It’s not necessarily up to me to decide what kind of support people need. People need to tell me what they need, and I need to listen to them. And some of it is for me to create all that and get out of the way.”

Gabel said this summer will be the first phase of execution of the plan. She will start with a retreat with her office staff and then more broadly with the senior leadership team. “And I would expect the provost to go with the deans and I assume vice chancellors would be doing it within their teams, so they know the things that they expect to get done that year.” The Haldeman will start checking with each of the units on how it’s going.

“We have this natural set of deadlines over the next five years,” she said. “It gives us some ability to predict what we would prioritize year after year. It gives us some room now to anticipate what we would be working on and then also to make room for the unknown — we don’t know what they are, but we know they’ll come.”

Liaisons with different board committees also would be checking on the timing of when things would be presented to the board, “so they understand the real impact of a decision that they’ve made.”

The chancellor hopes that the initiatives create pride in the Pitt community. “While we do want to be able to show that what we’re doing is happening, and it’s real, what we hope is that it makes you proud; that it is more qualitative. I think the way that you create buy-in in a community of thinkers is more by testimonial and example.”

Susan Jones is editor of the University Times. Reach her at [email protected] or 724-244-4042.

Have a story idea or news to share? Share it with the University Times.

Follow the University Times on Twitter and Facebook.

Screen Rant

The crm's plan in the walking dead explained (in full).

As shows like The Walking Dead: The Ones Who Live have revealed, the Civic Republic Military has a complicated, long-term plan to achieve its goals.

Warning: Spoilers for The Walking Dead: The Ones Who Live episode 6

The CRM believes humanity has only 14 years left due to starvation and diseases, driving their desperate actions to ensure survival.
The CRM's plan spans 500 years, aiming to rebuild society into something better while eliminating other communities for secrecy and security.
Spies are used by the CRM to sabotage settlements, select candidates for experiments, and influence politics to advance their research and power.

The Walking Dead: The Ones Who Live season finale filled in the last missing pieces of the CRM's masterplan. For years, the Civic Republic Military has maintained an air of mystery. But thanks to shows like Fear the Walking Dead , The Walking Dead: The World Beyond , and now Rick and Michonne's spinoff, the franchise has been able to lift the veil, fully revealing their vision for the world. And unsurprisingly, it matches the villainous image they've built for themselves across their several appearances in The Walking Dead timeline .

Through the introduction of Donald Okafor in the first episode of The Ones Who Live , it was confirmed that the CRM had at least one high-ranking officer with their sights on altering the CRM's place in the world. Setting Rick Grimes up to " change " the CRM laid the groundwork for Andrew Lincoln's character to go through the Echelon briefing, a meeting where he learned the secrets of the CRM straight from its leader, Major General Beale .

The CRM Is Trying To Prevent The End Of Humanity

Major general beale believes civilization has only a small chance of surviving.

It's been known since The World Beyond that the Civic Republic is heavily invested in scientific research into the zombie virus. The Ones Who Live delved into what they knew a bit more when Beale explained what he called " the first secret " of the CRM. Beale claimed that their research has indicated that humanity only has roughly 14 years left. He attributed this to a number of things, including starvation and a multitude of diseases that can be passed to the living.

Beale sees the world's future as a place " cluttered with corpses. " Not only does Beale believe that this may happen, he sees it as the " most likely outcome ." This grim outlook drives everything they do, as demonstrated by Beale describing their modus operandi as an effort to " beat the odds ." It would seem that Beale thinks that if they develop enough power and resources, they have at least a small chance of surviving the hardships and disasters coming for the rest of humanity in the years ahead.

The CRM's Plan Extends Across 500 Years

The crm plans to be around for several centuries.

Despite the opinion that what's left of civilization will fall in 14 years, the CRM is looking centuries ahead into the future. Specifically, their plans extend across 500 years in The Walking Dead timeline . A flashback in The Ones Who Live episode 3 saw Jadis mention this to Rick. She told him that the CRM hopes to spend this time gradually rebuilding society into something even better than what it was before the outbreak happened.

Why The CRM Destroys Other Communities

They see other settlements as potential threats.

The CRM has a history of genocide in The Walking Dead franchise that began in World Beyond . In the spinoff series, the CRM orchestrated the destruction of its own allies , the Campus Colony and Omaha. Hints at their reasoning were provided in the show, but the Echelon briefing in The Ones Who Live series finale addressed these events from the perspective of their leader, and provided a thorough explanation for what the CRM thinks they gain from wiping other communities off the board. As Beale said, destroying other communities is in service of the CRM's ultimate goal .

The CRM eliminates settlements for " resources, strategic superiority, and to ensure the city's secrecy and security above all. " This ties in to World Beyond , when Huck spoke of the need to protect a " statistical balance. " Population numbers were a concern, and it's true that both Campus Colony and Omaha were rather large communities. The CRM recognized this as justification for committing genocide. Theoretically, communities that know the CRM's location could band together against them, hence why their people consider it dangerous for anyone to know its headquarters' whereabouts.

The CRM Uses Spies To Sabotage Other Communities

In keeping with this notion that communities outside the CRM could become problems later on, the CRM uses spies to prevent this from happening. Obviously, the earliest example of this was The Walking Dead's Jadis , who used her position in the Scavengers to find people of value for the CRM. But Jadis' role doesn't fully showcase the scale of what the CRM is doing with its operatives. Beale says these spies they employ are scattered across " the continent and the world ," which says a lot about how far they're looking. Even settlements nowhere near the Civic Republic's borders are on their radar.

Which "Confidante" Jadis Killed Before The Walking Dead: The Ones Who Live

The CRM uses the spies it has at its disposal to monitor the people within these " selected " communities, pick out fitting candidates for the CRM's scientific experiments, influencing their politics, and " potentially sabotage " them. Given what's known about the CRM, it's not surprising that they would take this route. Manipulating politics helps ensure these communities make choices that are advantageous to the CRM. And if their spies can sabotage the cities they're stationed in, they can make destroying these settlements easier for the CRM when the time comes for that.

The CRM Used Survivors To Advance Their Research Into The Virus

The crm thought they could cure the zombie virus.

Many of the people designated as Bs by the CRM were used as subjects in their science team's deadly experiments. The World Beyond shed light on the lengths the CRM went to in order to learn more about the virus and how it could be combated. The CRM was interested in a sort of cure that would lead to the quickened deterioration of the dead. But as Beale mentions in the Echelon briefing, the CRM has stopped conducting these experiments by this point in the timeline.

Portland Was The Key To The CRM Becoming The Supreme Power In The U.S.

Portland, oregon is the crm's last surviving alliance partner.

Housing over 87,000 people, Portland is one of the strongest known communities in The Walking Dead universe, and also a vital part of the CRM's masterplan. The World Beyond ended with its main characters seeking to ensure Portland didn't experience the same fate as Omaha and Campus Colony, as they knew the CRM was targeting the city. Their intention to destroy Portland was stated by Beale directly in The Ones Who Live . According to Beale, taking out Portland was to be the " final action " in their current operation.

Beale told Rick that if they defeated Portland, the CRM would be the " supreme force " in the United States . They might even be the strongest organization in the entire world, in Beale's mind. Why Beale and the CRM were deadset on taking Portland in particular is evidenced by both its location and population. Because of its size, its resources would have to be tremendous. And being in control of Portland would mean the CRM would have strongholds on both the eastern and western coasts of the country. But thanks to what Rick and Michonne in The Walking Dead: The Ones Who Live did, Portland is now safe from the CRM.

The Walking Dead: The Ones Who Live

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How to Write a Research Plan: A Step by Step Guide
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. ... and methods needed, along with any anticipated results. It also outlines the project's goals and mission, creating layers of steps to achieve those ...
How To Write a Research Plan (With Template and Examples)
A research plan is a documented overview of your entire project, from the research you conduct to the results you expect to find at the end of the project. Within a research plan, you determine your goals, the steps to reach them and everything you need to gather your results. Research plans help orient a team, or just yourself, toward a set plan.
UX Research Plan: Examples, Tactics & Templates
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 ...
How to Create a User Research Plan
How to plan a UX research study. This is a step-by-step guide to planning user research. It explains the process by which a research plan comes together into a shareable document (like the one above) that enables team alignment, accountability, and efficiency throughout your study. 1. Identify your research goals.
User Research Plans: How-To Write [with Template]
The 7 core components of a user research plan: The background of the research project detailing why we are conducting this study. This can also include the internal stakeholders involved. The objectives and goals of the research, what the teams want to learn from the research, or what they would like the outcome to be.
How to Create a UX Research Plan in 7 Steps
Step 3: Identify Your Target Audience & Plan a Recruiting Strategy. Knowing your audience is essential for creating a UX research plan that delivers relevant and actionable insights. In this step, we'll talk about how to define your target audience and plan a recruiting strategy for this set of users. The target audience you're considering ...
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The success of any research study hinges on a well-crafted research plan, where the project background, research goals, and research questions serve as cornerstones. In this article, we will delve…
Writing a Research Plan
The research plan, however, serves another, very important function: It contributes to your development as a scientist. Your research plan is a map for your career as a research science professional. As will become apparent later in this document, one of the functions of a research plan is to demonstrate your intellectual vision and aspirations.
How to Write a User Research Plan
1. The Why. Before you begin your research, it's important to understand the overarching goal of the research. For instance, let's say you've been employed as the designer to understand whether there is a need for a company's subscription product as the business has noticed that a number of users landing on their website have failed to convert.
Developing a UX Research Plan: Goals, Objectives, and Methods
Ensure everyone involved understands the plan. Clear communication can help with team alignment and can make sure everyone is working towards the same goals. By carefully crafting a UX research ...
The seven elements of a research plan
Let's start our journey through a UX research study, let's explore the first step: planning the study. Like any good explorer, you need to have a plan for where you're headed.
Research Objectives
Research objectives describe what your research project intends to accomplish. They should guide every step of the research process, including how you collect data, build your argument, and develop your conclusions. Your research objectives may evolve slightly as your research progresses, but they should always line up with the research carried ...
How to Write a Research Plan
Writing a Research Plan. To write out your research plan, begin by restating your main thesis question and any secondary ones. They may have changed a bit since your original proposal. If these questions bear on a particular theory or analytic perspective, state that briefly. In the social sciences, for example, two or three prominent theories ...
How to Write a Research Plan
Step 4: Write a summary. Prepare a project summary that serves as your research project guide. This invaluable tool aids recruitment interviews, meetings, and field studies. With a well-structured summary, you can stay on track during interactions, ensuring you address key project aspects.
Guiding Research Success with Effective Planning
A well-structured research plan offers several benefits besides guiding your investigation. Clarify your research goals and align them with your overarching research objectives. You want your study to remain focused and avoid unnecessary detours. Organize your research process, so that you cover all the necessary steps and avoid potential pitfalls.
Research Plan
A research plan is a framework that shows how you intend to approach your topic. The plan can take many forms: a written outline, a narrative, a visual/concept map or timeline. It's a document that will change and develop as you conduct your research. Components of a research plan. 1. Research conceptualization - introduces your research question.
Developing a Five-Year Research Plan
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. ... 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 ...
The Research Plan
The materials found during the preliminary research stage can help you to identify main concepts, key terminology, and important literature on the topic. Planning your Research. A Plan Establishes Research Goals and Clarifies Direction. A clear direction and plan for research helps you assess the quality and relevance of sources. Creating a ...
The Value Of A Good Research Plan
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.
10 Free Research Plan Templates for Teams & Professionals
1. ClickUp User Research Plan Template. ClickUp User Research Plan Template. One of the first things that comes to mind when you say "research plan template" is user research. For development and project teams, this is one step of the process where strategy and staying organized is essential.
Write Your Research Plan
Within the character limit, include the important information to distinguish your project within the research area, your project's goals, and the research problem. Giving your project a title at the outset can help you stay focused and avoid a meandering Research Plan. So you may want to launch your writing by creating a well-defined title.
Planning Research with Generative AI
What Is a Research Plan? Good research always starts with a plan. A research plan is a document that outlines the research objectives and how the research will be executed. Research plans should include: The research goals or questions that the research is hoping to achieve or answer; The method to be used and a description of how it will be ...
6.3 Steps in a Successful Marketing Research Plan
Our mission is to improve educational access and learning for everyone. OpenStax is part of Rice University, which is a 501 (c) (3) nonprofit. Give today and help us reach more students. Help. OpenStax. This free textbook is an OpenStax resource written to increase student access to high-quality, peer-reviewed learning materials.
How to Create a Genealogy Research Plan: A 5-Step Example
First names and variations (Hungarian/Slovak/English): Mihaly /Michael/Mike; Illa/Ilona/Helen; Erzebet/Elizabeth; Jan/Janos/Jan; Mary; Anna. 3. Form a working hypothesis. Based on the known facts you recorded in the previous step, make some educated guesses about the possible answers to your research question or problem.
Plan-Do-Study-Act (PDSA) Directions and Examples
Access the Worksheet and Directions in Word (25 KB) and Worksheet and Directions in PDF (157 KB). Plan-Do-Study-Act Directions and Examples. The Plan-Do-Study-Act (PDSA) method is a way to test a change that is implemented. Going through the prescribed four steps guides the thinking process into breaking down the task into steps and then evaluating the outcome, improving on it, and testing again.
Specific goals and deadlines outlined in Plan for Pitt 2028
The board voted unanimously to support the strategies, goals and direction of the new strategic plan and to encourage the chancellor and the University community to move forward with implementation of the Plan for Pitt 2028. John Verbanec, the trustees' chair-elect who will take over in July, thanked Gabel and her team "for a tremendous ...
The CRM's Plan In The Walking Dead Explained (In Full)
The CRM believes humanity has only 14 years left due to starvation and diseases, driving their desperate actions to ensure survival. The CRM's plan spans 500 years, aiming to rebuild society into something better while eliminating other communities for secrecy and security. Spies are used by the CRM to sabotage settlements, select candidates ...

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Research aims

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Step 1: Decide on a general aim

Step 2: Decide on specific objectives

Step 3: Formulate your aims and objectives

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How to Write a Research Plan

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Writing a Research Plan

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How to Write a Research Plan