project research plan example

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.

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

Once you have outlined your goals, objectives, steps, and tasks, it’s time to drill down on selecting research methods . You’ll want to leverage specific research strategies and processes. When you know what methods will help you reach your goals, you and your teams will have direction to perform and execute your assigned tasks.

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

Should you be using a customer insights hub?

Do you want to discover previous research faster?

Do you share your research findings with others?

Do you analyze research data?

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Top 5 Research Project Plan Templates with Samples and Examples

Samradni Pradhan

Research projects are essential to any business or organization's growth and success. Whether you're planning a market research study, conducting a scientific experiment, or developing a new product, a well-designed research project plan is vital to ensure that your project stays on track and achieves its objectives. With so many types of research projects, it can take some time to figure out where to start, when developing a project plan. That's where our PPT Templates come in. Using a pre-designed research project plan template can save time, reduce errors, and ensure that your project stays on track. In this blog post, we'll introduce you to the Top 5 Research Project Plan Templates with samples and examples, to help you choose the right template for your project. 

Additionally, if you want to explore some research plan templates, you can check them out  here !

Template 1: 30-60-90-Days Plan for Proposing and Designing Business Research Project Proposal

Here’s a comprehensive solution for anyone who wants to create a winning research proposal for their business project. This PPT Template contains all information, from the first initial planning stages to the final presentation of the proposal. The template is organized into three sections, each representing a different phase of the research project: the initial 30 days, the next 60 days, and the final 90 days. Each section includes an area that outlines the key tasks and deliverables for that phase of the project initiation . This PPT Layout acts as an essential tool for anyone who wants to create a compelling and effective research proposal. With its comprehensive structure, customizable slides, and engaging visuals, this template will help you win support for your project and take your business to the next level. Go ahead and download it right away!

Download Now!

Template 2: Plan Of Action for Designing and Proposing Business Research Project Services PPT Slideshow

Introducing a comprehensive and customizable solution for businesses and organizations looking to design and propose a research project. The template is divided into four stages: project initiation, research, analytics , and presentation. You can focus on your tasks and stay on track by comprehending information for each of these four stages. The PPT Slide also includes a range of graphics, charts, and diagrams that can be used to illustrate key points in the proposal visually. These graphics are designed to be easy to understand and visually appealing, making communicating complex ideas to stakeholders and decision-makers easier. This template will help you effectively plan, research , analyze, and present your research project, ensuring its success and a positive impact on your business or organization. Go ahead and grab this template today!

Template 3: Project Management Research Phases with Planning

Introducing an essential tool for businesses and organizations, looking to manage their research projects effectively. This comprehensive PPT Set is designed to guide users through each phase of the research project, from initiation to closing, ensuring that every aspect of the project is planned and executed efficiently. The template comprises five phases: initiation, planning, execution, controlling/monitoring, and closing. The initiation phase focuses on project plan creation and stakeholders' recognition. The planning phase comprises plan creation, resource identification, and cost projection. The execution phase includes information on task completion and resource acquisition. In the controlling/monitoring phase, reliability and expense estimates are tracked. Finally, stakeholder and resource management are included in the closing stage of project completion. This ensures that your work is correctly divided and also ensures that you focus on specific stages at the right time.

Template 4: Planning Process of Research Project Dissertation Timeline

Here is an all-in-one solution for anyone planning, organizing, and presenting a research project or dissertation. This PPT Template is designed to guide users through the four key stages of a research project: preparation, proposition, research, and drafting. The first stage, preparation, involves defining the research question or problem and developing a plan to tackle it. This stage includes creating a timeline, identifying key stakeholders and resources, and setting goals and objectives for the project. The proposition stage involves developing a proposal that outlines the research question, methods, and expected outcomes. The research stage involves conducting the research according to the methods and timeline established in the preparation and proposition stages. The drafting stage involves writing and presenting the final report, thesis, or dissertation. This stage includes organizing and structuring the report, developing key arguments and insights, and presenting the research findings clearly and engagingly. This template is a must-have for anyone!

Template 5: Six Months Plan Timeline for a Marketing Research Project

Next up, we have a comprehensive template that is designed to guide users through the six key stages of a marketing research project: planning, research design, data collection, data analysis, report writing, and presentation . Each stage contains a set of customizable blocks that outline the key tasks and deliverables for that phase of the project. This allows users to plan and execute each stage of the project efficiently, ensuring that the project ensures to stay on track and meets its objectives. Overall, this template outlines a bird's eye view of the entire project. Go ahead and explore this template today!

EXPLORE THESE PROJECT RESEARCH PLAN TEMPLATES TODAY!

A research project is a time-consuming task, and it requires that you to stay on track every step of the way. While each department in a business organization may have its own ideas, ensuring to have a comprehensive template works wonders. This is where the professionally designed templates work the best. Download these premium PPT Slides through our monthly, semi-annual, annual, annual + custom design subscriptions  here .

These project research plan templates can help you plan better, and with better planning comes better outcomes. These templates also help in creating a lasting impression in front of your audiences. There is nothing more you need to ask for; download these templates today!

FAQs on Research Plan

What is a research project plan.

A research project plan is a preemptive stage where you document the goals of your research project along with the objective of your project, what methods you are going to use, and the legitimate resources.

The whole idea of having a plan for a research project is to sketch down the mind map step-by-step, which you could refer to further progress with the project. A research plan also asks for a time period and budget to be set before proceeding, which is an efficient way of getting on a research project.

How do you write a research plan?

A research plan needs to be written systematically and sufficiently. Your research plan should be self-explanatory to whosoever is reading, the plan should be in the exact order you want to proceed in, and only enough should be written.

A well-written research plan should start with articulating the research question and, from there, proceed to mention the purpose, how your project is going to work, what resources you will require, grand of special permissions from organizations ( if needed), setting the deadline for each part to ending with the finance limitations for that project. 

What are the four significant parts of the research plan?

Even though a research plan varies from one project type to another, there are four significant parts that you must structure your plan around for getting optimal ease and clarity:

• Attach a background of your research question where you highlight the purpose and the gaps in the existing field to be fulfilled via this research project.
• Evaluating the research structure, methods you will use, equipment needed, working procedure, and how you will present your research project.
•  Time format: This part is where you assign a dedicated time period for finishing each goal in your research project. Here, you can set deadlines for minute tasks to end tasks.
• Counting in the resources, this is one of the most significant parts of the research plan where you point out the funding, equipment, references, permissions, or any data and artifacts needed for your research project.

What are the seven steps for creating a research plan?

Creating a research plan can get tricky, especially when you are at a very initial stage with your idea for the project. Hence, to make that process more approachable for generating a research plan:

• First, you must briefly introduce your research question.
• Thoroughly conduct research on the study area to identify the gaps and gain the needed knowledge.
• Apply for the grants and permissions you will require to conduct your research project securely.
• Finalize the resources important for your project, from funding, finding mentors, types of equipment, and so on.
• The next step is to plan out the experiments you will be conducting in the process.
• Filtering through all the collected data to come up with the most authentic ones.
• Citing the used resources in a standard format that is accepted. Examples- APA, Chicago, MLA, etc.

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

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

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

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

Introduction

Literature review.

• Research design

Reference list

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

Table of contents

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

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

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

Research proposal length

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

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

Download our research proposal template

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See an example

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

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

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

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

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

Your introduction should:

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

To guide your introduction , include information about:

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

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

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

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

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

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

For example, your results might have implications for:

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

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

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

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

Download our research schedule template

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

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

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

To determine your budget, think about:

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

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

Methodology

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

 Statistics

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

Research bias

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

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

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

I will compare …

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

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

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

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

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

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

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

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

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

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10 Free Research Plan Templates for Teams and Professionals

February 13, 2024

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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.

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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• 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
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• AMA Style Research Paper
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• Research Paper Body Paragraph
• Research Paper Literature Review
• Research Paper Background
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• 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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Write a research project plan

Key takeaways.

• A research plan helps clarify project goals, timeframe, methodology, and resources needed. 
• State your rationale, overall aim, and specific aims, thinking about how aims relate to each other.  
• Think through expected outcomes (findings or results) and outputs (tangible products). 
• Check that your final plan is coherent, including that your research will address the stated aims. 
• Your detailed plan can be summarised in 1-2 pages to attract collaborators, partners, and potential investors for funding. 

Read time: 4 min

Why write a research plan

A plan will help you: articulate precisely what you aim to achieve, and why; set limits to the project so that you can deliver outcomes within a sensible timeframe; determine the appropriate methodology(ies); and identify any support (people and resources) required to make the project feasible. Some faculties also require multi-year research plans as part of their internal processes. 

A project plan will typically run to several pages. Once you’ve written it, you can also create a 1-2 page summary version that can be used to attract collaborators and partners. If your project requires funding (other than via grants), you can also use this summary as an initial ‘pitch’ to potential investors. When the project is completed, the summary can form the basis of a case study that tells the story of the research and what it achieved, in order to attract future collaborators, end-user partners and/or funding.

Develop your project plan

Here are some key questions and brief advice as you complete the Research Planning Workbook.

Develop your project plan using the Research Planning Workbook

What’s the rationale for the project?

It’s important to be clear about why you want to do the project – what’s motivating it? Invariably it will be addressing a ‘gap in knowledge’ – this is a precondition of most research – but there are infinitely many gaps in knowledge. Challenge yourself to come up with more compelling reasons. What’s important about this particular gap in knowledge? Why might it need to be addressed now? Is it associated with a real-world problem in need of a solution? 

Clearly articulating the project’s rationale – the why – will help you formulate its aims, objectives, research questions and/or hypotheses.

What are the aims, objectives, research questions and/or hypotheses?

Disciplines have different conventions about terminology – ‘aims’, ‘objectives’ etc. – so do what’s appropriate for your discipline. Here we use ‘aims’. Similarly, some disciplines expect hypotheses, while others don’t. 

A generic formulation you might find useful is this:

• a single overarching aim that encapsulates what the project as a whole is trying to achieve
• a series of specific aims that, together, address the overarching aim. Two to four specific aims is common. 

Think carefully about how the specific aims interconnect. Will you work on all of them sequentially or in parallel? Is one aim dependent on the outcomes of another? If so, what happens if the ‘precursor’ aim fails?

What’s the methodology?

There are two main considerations here. Firstly, make sure the proposed methodology will actually address the aims! Secondly, consider what additional support you may need to conduct the project. 

A consideration closely related to the methodology is the project’s timeframe. How many months or years do you estimate you’ll need to complete the research? Being realistic about the timeframe may force you to reconsider the aims and methods, especially if you realise that your intended two-year project is going to blow out to three or four years!  

What support will you need to conduct the project?

Support may include additional research expertise (e.g. collaborators, research assistants), end-user partners (e.g. industry, community), resources (e.g. equipment, infrastructure) and/or funding (e.g. grants, investment).

Think about how much ‘lead time’ you’ll need to organise this support, and whether you’ll need to apply for access to equipment, archives, and so on.

What outcomes and outputs will the project deliver?

It’s worth thinking in advance about what the project will have achieved or delivered when it’s complete. A useful distinction is between outcomes and outputs: 

• outcomes are generally the new knowledge that a project generates, e.g. the findings or results 
• outputs are the tangible or usable products of research, e.g. publications, patents, conference papers, technologies, tools, websites, datasets. 

Does it all cohere?

Ultimately there should be a clear, logical path from aims to methods to outcomes/outputs. The methods should address the aims. The outcomes and outputs should embody the achievement of those aims. In the course of drafting and revising a project plan, this internal coherence sometimes gets lost. Make it a priority to check that everything lines up.

Explore more

• Plan for funding
• Research Data Management Planning
• Apply for ethics approval

Research Project Plan Template

What is a Research Project Plan?

A research project plan outlines the processes and activities that need to be completed to achieve the desired results of a research project. The plan should provide a timeline for the research activities and identify any potential risks. It should also specify the resources and personnel needed, as well as the budget and timeline for the project. The plan should be both comprehensive and flexible, so that it can be modified as needed throughout the project.

What's included in this Research Project Plan template?

• 3 focus areas
• 6 objectives

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Research Project Plan template for?

The research project plan template is designed for research teams in academic, corporate, or non-profit sectors who need to plan and execute their research projects. The template provides a structure for outlining the processes and activities that must be completed in order to achieve the desired results of the research project. The template is designed to be comprehensive and flexible, allowing for modifications as needed throughout the project.

1. Define clear examples of your focus areas

A focus area is a specific area or topic that a research team is investigating. The focus area should be clearly defined and specific, so that the research team can develop objectives, projects, and KPIs that are relevant to the research project. Examples of focus areas could include developing new technologies, understanding customer behavior, or studying the effects of a particular policy.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that a research team hopes to achieve by completing the research project. Objectives should be specific and measurable, and should be attainable within the timeline and budget of the research project. Examples of objectives could include developing a new technology, understanding customer behaviors, or studying the effects of a particular policy.

3. Set measurable targets (KPIs) to tackle the objective

Key Performance Indicators (KPIs) are measurable targets that are used to evaluate the progress of a research project. KPIs should be specific and measurable, and should be established in order to track progress towards the objectives of the research project. Examples of KPIs could include product development timelines, customer satisfaction surveys, or policy implementation reviews.

4. Implement related projects to achieve the KPIs

Projects are the activities that need to be completed in order to achieve the objectives of the research project. Projects should be specific and achievable, and should be completed within the timeline and budget of the research project. Examples of projects could include running customer surveys, conducting interviews, or collecting data.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform is a comprehensive software that helps research teams plan, manage, and track their research projects. The platform provides tools for project management, tracking KPIs, and monitoring progress. It also helps teams visualize their data and collaborate on initiatives. With Cascade, teams can save time and resources, and get faster results from their strategies.

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.

About the author

Except where otherwise noted, this guide is subject to a Creative Commons Attribution license

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How to Start a Research Project: A Step-by-Step Guide

Starting a research project can feel overwhelming, but breaking it down into manageable steps can make it easier. This guide will walk you through each stage, from choosing a topic to preparing for your final presentation. By following these steps, you'll be well on your way to completing a successful research project.

Key Takeaways

• Choose a topic that interests you and is feasible to research.
• Develop clear research questions and objectives to guide your study.
• Conduct a thorough literature review to understand the existing research.
• Create a detailed research plan with a timeline and methodology.
• Engage with stakeholders and incorporate their feedback throughout the project.

Choosing a Research Topic

Identifying research interests.

Start by thinking about what excites you. Pick a topic that you find fun and fulfilling . This will keep you motivated throughout your research. Make a list of subjects you enjoy and see how they can relate to your field of study.

Evaluating Topic Feasibility

Once you have a few ideas, check if they are too broad or too narrow. A good topic should be manageable within the time you have. Ask yourself if you can cover all aspects of the topic in your thesis.

Consulting with Advisors

If you have difficulty finding a topic, consult with your advisors. Present your ideas to them and seek their guidance. They can provide valuable insights and help you refine your topic to ensure it is both engaging and manageable.

Defining the Research Problem

Formulating research questions.

Once you have a topic, the next step is to formulate research questions . These questions should target what you want to find out. They can focus on describing, comparing, evaluating, or explaining the research problem. A strong research question should be specific enough to be answered thoroughly using appropriate methods. Avoid questions that can be answered with a simple "yes" or "no".

Justifying the Research Problem

After formulating your research questions, you need to justify why your research problem is important . Explain the significance of your research in the context of existing literature. Highlight the gaps your research aims to fill and how it will contribute to the field. This step is crucial for crafting a compelling research proposal.

Setting Research Objectives

Finally, set clear research objectives. These are the specific goals you aim to achieve through your research. They should align with your research questions and provide a roadmap for your study. Establishing well-defined objectives will make it easier to create a research plan and stay on track throughout the research process.

Conducting a Comprehensive Literature Review

Finding credible sources.

Start by gathering reliable sources for your research. Use academic databases, libraries, and journals to find books, articles, and papers related to your topic. Make sure to evaluate the credibility of each source. Primary sources like published articles or autobiographies are firsthand accounts, while secondary sources like critical reviews are more removed.

Analyzing Existing Research

Once you have your sources, read through them and take notes on key points. Look for different viewpoints and how they relate to your research question. This will help you understand the current state of research in your field. Skimming sources initially can save time; set aside useful ones for a full read later.

Identifying Research Gaps

Identify areas that haven't been explored or questions that haven't been answered. These gaps can provide a direction for your own research. For example, if you're studying the impact of WhatsApp on communication, look for what hasn't been covered in existing studies. This will make your research more valuable and original.

Developing a Detailed Research Plan

Creating a solid research plan is crucial for the success of your thesis . It helps you stay organized and ensures that you cover all necessary aspects of your research.

Engaging with Stakeholders

Identifying key stakeholders.

To start, you need to identify all the key stakeholders involved in your research project. Stakeholders can include funders, academic supervisors, and anyone who will be affected by your study. Identifying potential resistance early on can help you address concerns before they become major issues.

Conducting Stakeholder Meetings

Once you have identified your stakeholders, the next step is to conduct meetings with them. These meetings are crucial for understanding their needs and expectations. Here are some steps to ensure productive meetings:

• Identify all stakeholders : Make a list of everyone affected by your project, including customers and end users.
• Keep communication open: Regular updates and open discussions help in aligning everyone's expectations.
• Present your project plan: Explain how your plan addresses stakeholders' expectations and be open to feedback.
• Determine roles: Decide who needs to see which reports and how often, and identify which decisions need approval and by whom.

Incorporating Stakeholder Feedback

Engaging stakeholders allows organizations to identify potential sources of resistance early in the change process. Incorporating their feedback is essential for the success of your project. Make sure to document all feedback and adjust your research plan accordingly. This will not only improve the quality of your research but also ensure that all stakeholders are on board with your project.

Selecting Appropriate Research Methods

Qualitative vs Quantitative Methods

When choosing research methods , you need to decide between qualitative and quantitative approaches. Qualitative methods involve collecting non-numerical data, such as interviews and focus groups, to understand experiences and opinions. On the other hand, quantitative methods focus on numerical data and statistical analysis, like surveys and experiments. Sometimes, a mixed-method approach, combining both qualitative and quantitative techniques, can provide a more comprehensive understanding of your research problem.

Choosing Data Collection Tools

Selecting the right data collection tools is crucial for gathering accurate and reliable data. Common tools include:

• Surveys : Useful for collecting data from a large number of participants.
• Interviews : Provide in-depth insights through one-on-one conversations.
• Focus Groups : Gather diverse perspectives through group discussions.
• Observations : Allow you to study behaviors in natural settings.

Each tool has its strengths and weaknesses, so choose the one that best aligns with your research objectives.

Ensuring Ethical Compliance

Ethical compliance is a fundamental aspect of any research project. Make sure to obtain informed consent from all participants and ensure their privacy and confidentiality. Additionally, consider any potential risks to participants and take steps to minimize them. Ethical research not only protects participants but also enhances the credibility of your study.

Implementing the Research Plan

Data Collection Procedures

To start, you need to establish clear data collection procedures . This involves selecting the right tools and methods for gathering data. Whether you choose surveys, interviews, or experiments, ensure that your methods align with your research objectives. It's crucial to define the purpose of your project and identify research objectives before diving into data collection.

Data Analysis Techniques

Once data is collected, the next step is to analyze it. Choose appropriate data analysis techniques that suit your research design. This could involve statistical analysis for quantitative data or thematic analysis for qualitative data. Remember, the goal is to derive meaningful insights that address your research questions.

Maintaining Research Integrity

Maintaining research integrity is essential throughout the implementation phase. This means adhering to ethical guidelines, ensuring data accuracy, and avoiding any form of bias. By maintaining high standards, you ensure the credibility and reliability of your research findings.

Writing the Research Proposal

Structuring the proposal.

Creating a well-structured research proposal is essential for clearly communicating your research plan. Start with an introduction that outlines the background and significance of your study. Follow this with a literature review that situates your research within the existing body of work. Next, detail your research design and methodology, explaining how you will collect and analyze data. Finally, include a timeline and budget if required. A clear structure helps reviewers understand your research plan and its feasibility.

Articulating the Research Statement

Your research statement is the heart of your proposal. It should clearly define the problem you aim to address and why it is important. Make sure your statement is specific, measurable, and achievable. This will guide your entire research process and help you stay focused. A strong research statement is crucial for convincing reviewers of the value of your study.

Defining KPIs and Metrics

Key Performance Indicators (KPIs) and metrics are essential for measuring the success of your research. Identify the specific outcomes you aim to achieve and how you will measure them. Common metrics include data accuracy, response rates, and completion times. Including KPIs in your proposal shows that you have a clear plan for evaluating your research's impact.

Managing the Research Project

Setting milestones.

Creating a timeline with specific milestones is essential for tracking your progress. For example, aim to complete your literature review by the end of the first month. These milestones will help you stay on track and make adjustments as needed. Regularly review and update your timeline to reflect your current status and any changes in your schedule.

Tracking Progress

To ensure that you are meeting your milestones, it's important to track your progress consistently. Use tools like Gantt charts or project management software to visualize your progress. Regular check-ins with your team can also help identify any issues early on and keep everyone aligned with the project goals.

Adjusting the Plan as Needed

Flexibility is key in managing a research project. Unexpected challenges may arise, requiring you to adjust your plan. Be prepared to reallocate resources or extend deadlines if necessary. Consulting with your advisors can provide valuable insights and help you make informed decisions when adjustments are needed.

Drafting and Revising the Research Paper

Organizing the paper.

Start by creating a clear structure for your paper. This includes an introduction, body, and conclusion. Use a mind map or outline to group your ideas logically . This will help you stay organized and ensure that your paper flows smoothly.

Revising for Clarity and Coherence

Revising is a crucial part of the writing process. Read your paper out loud to catch any awkward sentences or unclear points. Make sure each paragraph supports your thesis statement and that your ideas are clearly organized. Don't hesitate to remove or revise sections that don't fit.

Maintaining Academic Integrity

Always cite your sources correctly to avoid plagiarism. Use a consistent citation style and double-check your references. This not only upholds academic standards but also enhances the credibility of your work.

Preparing for the Final Presentation

Creating visual aids.

Visual aids are essential for making your presentation engaging and easy to follow. Use slides, charts, and graphs to highlight key points . Ensure that your visuals are clear and not cluttered with too much information. Effective visual aids can make complex data more understandable and keep your audience engaged.

Practicing the Presentation

Practice is crucial for a successful presentation. Rehearse multiple times to get comfortable with the material and the flow of your talk. Consider practicing in front of friends or family to get feedback. This will help you refine your delivery and timing. Remember, the goal is to communicate your research clearly and confidently.

Handling Q&A Sessions

Anticipate questions that your audience might ask and prepare answers in advance. This will help you handle the Q&A session smoothly. Be honest if you don't know an answer and offer to follow up later. Handling questions well can demonstrate your deep understanding of the topic and leave a positive impression on your audience.

Getting ready for your final presentation can be nerve-wracking, but it doesn't have to be. Start by organizing your main points and practicing your delivery. Remember, confidence comes from preparation. For more tips and a step-by-step guide to ace your presentation, visit our website today !

Starting a research project may seem daunting, but breaking it down into manageable steps can make the process much more approachable. By clearly defining your research subject, engaging with stakeholders, crafting a precise research statement, and establishing key performance indicators, you set a strong foundation for your project. Choosing the right methodology and creating a detailed timeline will help ensure that your research is well-organized and on track. Remember, the key to a successful research project is thorough planning and consistent effort. With these steps, you can confidently navigate your research journey and achieve meaningful results.

Frequently Asked Questions

How do i choose a good research topic.

Start by thinking about what interests you. Pick a topic that you find fun and fulfilling. This will keep you motivated throughout your research. Make a list of subjects you enjoy and see how they can relate to your field of study.

What should I include in the introduction of my research paper?

Your introduction should set the stage for your research. Provide some background information and clearly state what your research will cover. This helps readers understand the context and significance of your work.

How do I create a timeline for my research project?

Break down your research into smaller tasks and assign time frames to each. This helps you manage your time and stay organized throughout the project. Use a table or chart to keep track of deadlines.

What is the best way to organize my research data?

Review the data you have and reorganize it so that the most important parts are central to your research. Set aside any information that is less relevant. Use digital folders or reference management software to keep everything organized.

How do I choose a thesis supervisor?

Look for a supervisor who is supportive and knowledgeable in your area of study. Good communication is key, so make sure you establish a good rapport with them from the start.

Where should I place my thesis statement?

A good place for your thesis statement is at the end of your introduction. This helps to clearly outline your main argument or point right from the start.

What should I do if I feel stuck during my research project?

If you feel stuck, take a break and revisit your work with fresh eyes. Talk to your advisor or peers for new perspectives. Sometimes, stepping away for a bit can help you see things more clearly.

How do I ensure my research is ethical?

Make sure your research complies with ethical guidelines. This includes getting consent from participants, ensuring their privacy, and being honest about your findings. Consult your institution's ethics board if you have questions.

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Write Your Research Plan

In this part, we give you detailed information about writing an effective Research Plan. We start with the importance and parameters of significance and innovation.

We then discuss how to focus the Research Plan, relying on the iterative process described in the Iterative Approach to Application Planning Checklist shown at Draft Specific Aims  and give you advice for filling out the forms.

You'll also learn the importance of having a well-organized, visually appealing application that avoids common missteps and the importance of preparing your just-in-time information early.

While this document is geared toward the basic research project grant, the R01, much of it is useful for other grant types.

Table of Contents

Research plan overview and your approach, craft a title, explain your aims, research strategy instructions, advice for a successful research strategy, graphics and video, significance, innovation, and approach, tracking for your budget, preliminary studies or progress report, referencing publications, review and finalize your research plan, abstract and narrative.

Your application's Research Plan has two sections:

• Specific Aims —a one-page statement of your objectives for the project.
• Research Strategy —a description of the rationale for your research and your experiments in 12 pages for an R01.

In your Specific Aims, you note the significance and innovation of your research; then list your two to three concrete objectives, your aims.

Your Research Strategy is the nuts and bolts of your application, where you describe your research rationale and the experiments you will conduct to accomplish each aim. Though how you organize it is largely up to you, NIH expects you to follow these guidelines.

• Organize using bold headers or an outline or numbering system—or both—that you use consistently throughout.
• Start each section with the appropriate header: Significance, Innovation, or Approach.
• Organize the Approach section around your Specific Aims.

Format of Your Research Plan

To write the Research Plan, you don't need the application forms. Write the text in your word processor, turn it into a PDF file, and upload it into the application form when it's final.

Because NIH may return your application if it doesn't meet all requirements, be sure to follow the rules for font, page limits, and more. Read the instructions at NIH’s Format Attachments .

For an R01, the Research Strategy can be up to 12 pages, plus one page for Specific Aims. Don't pad other sections with information that belongs in the Research Plan. NIH is on the lookout and may return your application to you if you try to evade page limits.

Follow Examples

As you read this page, look at our Sample Applications and More  to see some of the different strategies successful PIs use to create an outstanding Research Plan.

Keeping It All In Sync

Writing in a logical sequence will save you time.

Information you put in the Research Plan affects just about every other application part. You'll need to keep everything in sync as your plans evolve during the writing phase.

It's best to consider your writing as an iterative process. As you develop and finalize your experiments, you will go back and check other parts of the application to make sure everything is in sync: the "who, what, when, where, and how (much money)" as well as look again at the scope of your plans.

In that vein, writing in a logical sequence is a good approach that will save you time. We suggest proceeding in the following order:

• Create a provisional title.
• Write a draft of your Specific Aims.
• Start with your Significance and Innovation sections.
• Then draft the Approach section considering the personnel and skills you'll need for each step.
• Evaluate your Specific Aims and methods in light of your expected budget (for a new PI, it should be modest, probably under the $250,000 for NIH's modular budget).
• As you design experiments, reevaluate your hypothesis, aims, and title to make sure they still reflect your plans.
• Prepare your Abstract (a summary of your Specific Aims).
• Complete the other forms.

Even the smaller sections of your application need to be well-organized and readable so reviewers can readily grasp the information. If writing is not your forte, get help.

To view writing strategies for successful applications, see our Sample Applications and More . There are many ways to create a great application, so explore your options.

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.

NIH gives you a 200 character limit, but don’t feel obliged to use all of that allotment. Instead, we advise you to keep the title as succinct as possible while including the important information to distinguish your project within the research area. Make your title reflect your project's goals, the problem your project addresses, and possibly your approach to studying it. Make your title specific: saying you are studying lymphocyte trafficking is not informative enough.

For examples of strong titles, see our Sample Applications and More .

After you write a preliminary title, check that

• My title is specific, indicating at least the research area and the goals of my project.
• It is 200 characters or less.
• I use as simple language as possible.
• I state the research problem and, possibly, my approach to studying it.
• I use a different title for each of my applications. (Note: there are exceptions, for example, for a renewal—see Apply for Renewal  for details.)
• My title has appropriate keywords.

Later you may want to change your initial title. That's fine—at this point, it's just an aid to keep your plans focused.

Since all your reviewers read your Specific Aims, you want to excite them about your project.

If testing your hypothesis is the destination for your research, your Research Plan is the map that takes you there.

You'll start by writing the smaller part, the Specific Aims. Think of the one-page Specific Aims as a capsule of your Research Plan. Since all your reviewers read your Specific Aims, you want to excite them about your project.

For more on crafting your Specific Aims, see Draft Specific Aims .

Write a Narrative

Use at least half the page to provide the rationale and significance of your planned research. A good way to start is with a sentence that states your project's goals.

For the rest of the narrative, you will describe the significance of your research, and give your rationale for choosing the project. In some cases, you may want to explain why you did not take an alternative route.

Then, briefly describe your aims, and show how they build on your preliminary studies and your previous research. State your hypothesis.

If it is likely your application will be reviewed by a study section with broad expertise, summarize the status of research in your field and explain how your project fits in.

In the narrative part of the Specific Aims of many outstanding applications, people also used their aims to

• State the technologies they plan to use.
• Note their expertise to do a specific task or that of collaborators.
• Describe past accomplishments related to the project.
• Describe preliminary studies and new and highly relevant findings in the field.
• Explain their area's biology.
• Show how the aims relate to one another.
• Describe expected outcomes for each aim.
• Explain how they plan to interpret data from the aim’s efforts.
• Describe how to address potential pitfalls with contingency plans.

Depending on your situation, decide which items are important for you. For example, a new investigator would likely want to highlight preliminary data and qualifications to do the work.

Many people use bold or italics to emphasize items they want to bring to the reviewers' attention, such as the hypothesis or rationale.

Detail Your Aims

After the narrative, enter your aims as bold bullets, or stand-alone or run-on headers.

• State your plans using strong verbs like identify, define, quantify, establish, determine.
• Describe each aim in one to three sentences.
• Consider adding bullets under each aim to refine your objectives.

How focused should your aims be? Look at the example below.

Spot the Sample

Read the Specific Aims of the Application from Drs. Li and Samulski , "Enhance AAV Liver Transduction with Capsid Immune Evasion."

• Aim 1. Study the effect of adeno-associated virus (AAV) empty particles on AAV capsid antigen cross-presentation in vivo .
• Aim 2. Investigate AAV capsid antigen presentation following administration of AAV mutants and/or proteasome inhibitors for enhanced liver transduction in vivo .
• Aim 3. Isolate AAV chimeric capsids with human hepatocyte tropism and the capacity for cytotoxic T lymphocytes (CTL) evasion.

After finishing the draft Specific Aims, check that

• I keep to the one-page limit.
• Each of my two or three aims is a narrowly focused, concrete objective I can achieve during the grant.
• They give a clear picture of how my project can generate knowledge that may improve human health.
• They show my project's importance to science, how it addresses a critical research opportunity that can move my field forward.
• My text states how my work is innovative.
• I describe the biology to the extent needed for my reviewers.
• I give a rationale for choosing the topic and approach.
• I tie the project to my preliminary data and other new findings in the field.
• I explicitly state my hypothesis and why testing it is important.
• My aims can test my hypothesis and are logical.
• I can design and lead the execution of two or three sets of experiments that will strive to accomplish each aim.
• As much as possible, I use language that an educated person without expertise can understand.
• My text has bullets, bolding, or headers so reviewers can easily spot my aims (and other key items).

For each element listed above, analyze your text and revise it until your Specific Aims hit all the key points you'd like to make.

After the list of aims, some people add a closing paragraph, emphasizing the significance of the work, their collaborators, or whatever else they want to focus reviewers' attention on.

Your Research Strategy is the bigger part of your application's Research Plan (the other part is the Specific Aims—discussed above.)

The Research Strategy is the nuts and bolts of your application, describing the rationale for your research and the experiments you will do to accomplish each aim. It is structured as follows:

• Significance
• You can either include this information as a subsection of Approach or integrate it into any or all of the three main sections.
• If you do the latter, be sure to mark the information clearly, for example, with a bold subhead.
• Possible other sections, for example, human subjects, vertebrate animals, select agents, and others (these do not count toward the page limit).

Though how you organize your application is largely up to you, NIH does want you to follow these guidelines:

• Add bold headers or an outlining or numbering system—or both—that you use consistently throughout.
• Start each of the Research Strategy's sections with a header: Significance, Innovation, and Approach.

For an R01, the Research Strategy is limited to 12 pages for the three main sections and the preliminary studies only. Other items are not included in the page limit.

Find instructions for R01s in the SF 424 Application Guide—go to NIH's SF 424 (R&R) Application and Electronic Submission Information for the generic SF 424 Application Guide or find it in your notice of funding opportunity (NOFO).

For most applications, you need to address Rigor and Reproducibility by describing the experimental design and methods you propose and how they will achieve robust and unbiased results. The requirement applies to research grant, career development, fellowship, and training applications.

If you're responding to an institute-specific program announcement (PA) (not a parent program announcement) or a request for applications (RFA), check the NIH Guide notice, which has additional information you need. Should it differ from the NOFO, go with the NIH Guide .

Also note that your application must meet the initiative's objectives and special requirements. NIAID program staff will check your application, and if it is not responsive to the announcement, your application will be returned to you without a review.

When writing your Research Strategy, your goal is to present a well-organized, visually appealing, and readable description of your proposed project. That means your writing should be streamlined and organized so your reviewers can readily grasp the information. If writing is not your forte, get help.

There are many ways to create an outstanding Research Plan, so explore your options.

What Success Looks Like

Your application's Research Plan is the map that shows your reviewers how you plan to test your hypothesis.

It not only lays out your experiments and expected outcomes, but must also convince your reviewers of your likely success by allaying any doubts that may cross their minds that you will be able to conduct the research.

Notice in the sample applications how the writing keeps reviewers' eyes on the ball by bringing them back to the main points the PIs want to make. Write yourself an insurance policy against human fallibility: if it's a key point, repeat it, then repeat it again.

The Big Three

So as you write, put the big picture squarely in your sights. When reviewers read your application, they'll look for the answers to three basic questions:

• Can your research move your field forward?
• Is the field important—will progress make a difference to human health?
• Can you and your team carry out the work?

Add Emphasis

Savvy PIs create opportunities to drive their main points home. They don't stop at the Significance section to emphasize their project's importance, and they look beyond their biosketches to highlight their team's expertise.

Don't take a chance your reviewer will gloss over that one critical sentence buried somewhere in your Research Strategy or elsewhere. Write yourself an insurance policy against human fallibility: if it's a key point, repeat it, then repeat it again.

Add more emphasis by putting the text in bold, or bold italics (in the modern age, we skip underlining—it's for typewriters).

Here are more strategies from our successful PIs:

• While describing a method in the Approach section, they state their or collaborators' experience with it.
• They point out that they have access to a necessary piece of equipment.
• When explaining their field and the status of current research, they weave in their own work and their preliminary data.
• They delve into the biology of the area to make sure reviewers will grasp the importance of their research and understand their field and how their work fits into it.

You can see many of these principles at work in the Approach section of the Application from Dr. William Faubion , "Inflammatory cascades disrupt Treg function through epigenetic mechanisms."

• Reviewers felt that the experiments described for Aim 1 will yield clear results.
• The plans to translate those findings to gene targets of relevance are well outlined and focused.
• He ties his proposed experiments to the larger picture, including past research and strong preliminary data for the current application. 

Anticipate Reviewer Questions

Our applicants not only wrote with their reviewers in mind they seemed to anticipate their questions. You may think: how can I anticipate all the questions people may have? Of course you can't, but there are some basic items (in addition to the "big three" listed above) that will surely be on your reviewers' minds:

• Will the investigators be able to get the work done within the project period, or is the proposed work over ambitious?
• Did the PI describe potential pitfalls and possible alternatives?
• Will the experiments generate meaningful data?
• Could the resulting data prove the hypothesis?
• Are others already doing the work, or has it been already completed?

Address these questions; then spend time thinking about more potential issues specific to you and your research—and address those too.

For applications, a picture can truly be worth a thousand words. Graphics can illustrate complex information in a small space and add visual interest to your application.

Look at our sample applications to see how the investigators included schematics, tables, illustrations, graphs, and other types of graphics to enhance their applications.

Consider adding a timetable or flowchart to illustrate your experimental plan, including decision trees with alternative experimental pathways to help your reviewers understand your plans.

Plan Ahead for Video

If you plan to send one or more videos, you'll need to meet certain standards and include key information in your Research Strategy now.

To present some concepts or demonstrations, video may enhance your application beyond what graphics alone can achieve. However, you can't count on all reviewers being able to see or hear video, so you'll want to be strategic in how you incorporate it into your application.

Be reviewer-friendly. Help your cause by taking the following steps:

• Caption any narration in the video.
• Choose evocative still images from your video to accompany your summary.
• Write your summary of the video carefully so the text would make sense even without the video.

In addition to those considerations, create your videos to fit NIH’s technical requirements. Learn more in the SF 424 Form Instructions .

Next, as you write your Research Strategy, include key images from the video and a brief description.

Then, state in your cover letter that you plan to send video later. (Don't attach your files to the application.)

After you apply and get assignment information from the Commons, ask your assigned scientific review officer (SRO) how your business official should send the files. Your video files are due at least one month before the peer review meeting.

Know Your Audience's Perspective

The primary audience for your application is your peer review group. Learn how to write for the reviewers who are experts in your field and those who are experts in other fields by reading Know Your Audience .

Be Organized: A B C or 1 2 3?

In the top-notch applications we reviewed, organization ruled but followed few rules. While you want to be organized, how you go about it is up to you.

Nevertheless, here are some principles to follow:

• Start each of the Research Strategy's sections with a header: Significance, Innovation, and Approach—this you must do.

The Research Strategy's page limit—12 for R01s—is for the three main parts: Significance, Innovation, and Approach and your preliminary studies (or a progress report if you're renewing your grant). Other sections, for example, research animals or select agents, do not have a page limit.

Although you will emphasize your project's significance throughout the application, the Significance section should give the most details. Don't skimp—the farther removed your reviewers are from your field, the more information you'll need to provide on basic biology, importance of the area, research opportunities, and new findings.

When you describe your project's significance, put it in the context of 1) the state of your field, 2) your long-term research plans, and 3) your preliminary data.

In our Sample Applications , you can see that both investigators and reviewers made a case for the importance of the research to improving human health as well as to the scientific field.

Look at the Significance section of the Application from Dr. Mengxi Jiang , "Intersection of polyomavirus infection and host cellular responses," to see how these elements combine to make a strong case for significance.

• Dr. Jiang starts with a summary of the field of polyomavirus research, identifying critical knowledge gaps in the field.
• The application ties the lab's previous discoveries and new research plans to filling those gaps, establishing the significance with context.
• Note the use of formatting, whitespace, and sectioning to highlight key points and make it easier for reviewers to read the text.

After conveying the significance of the research in several parts of the application, check that

• In the Significance section, I describe the importance of my hypothesis to the field (especially if my reviewers are not in it) and human disease.
• I also point out the project's significance throughout the application.
• The application shows that I am aware of opportunities, gaps, roadblocks, and research underway in my field.
• I state how my research will advance my field, highlighting knowledge gaps and showing how my project fills one or more of them.
• Based on my scan of the review committee roster, I determine whether I cannot assume my reviewers will know my field and provide some information on basic biology, the importance of the area, knowledge gaps, and new findings.

If you are either a new PI or entering a new area: be cautious about seeming too innovative. Not only is innovation just one of five review criteria, but there might be a paradigm shift in your area of science. A reviewer may take a challenge to the status quo as a challenge to his or her world view.

When you look at our sample applications, you see that both the new and experienced investigators are not generally shifting paradigms. They are using new approaches or models, working in new areas, or testing innovative ideas.

After finishing the draft innovation section, check that

• I show how my proposed research is new and unique, e.g., explores new scientific avenues, has a novel hypothesis, will create new knowledge.
• Most likely, I explain how my project's research can refine, improve, or propose a new application of an existing concept or method.
• Make a very strong case for challenging the existing paradigm.
• Have data to support the innovative approach.
• Have strong evidence that I can do the work.

In your Approach, you spell out a few sets of experiments to address each aim. As we noted above, it's a good idea to restate the key points you've made about your project's significance, its place in your field, and your long-term goals.

You're probably wondering how much detail to include.

If you look at our sample applications as a guide, you can see very different approaches. Though people generally used less detail than you'd see in a scientific paper, they do include some experimental detail.

Expect your assigned reviewers to scrutinize your approach: they will want to know what you plan to do and how you plan to do it.

NIH data show that of the peer review criteria, approach has the highest correlation with the overall impact score.

Look at the Application from Dr. Mengxi Jiang , "Intersection of polyomavirus infection and host cellular responses," to see how a new investigator handled the Approach section.

For an example of an experienced investigator's well-received Approach section, see the Application from Dr. William Faubion , "Inflammatory cascades disrupt Treg function through epigenetic mechanisms."

Especially if you are a new investigator, you need enough detail to convince reviewers that you understand what you are undertaking and can handle the method.

• Cite a publication that shows you can handle the method where you can, but give more details if you and your team don't have a proven record using the method—and state explicitly why you think you will succeed.
• If space is short, you could also focus on experiments that highlight your expertise or are especially interesting. For experiments that are pedestrian or contracted out, just list the method.

Be sure to lay out a plan for alternative experiments and approaches in case you get negative or surprising results. Show reviewers you have a plan for spending the four or five years you will be funded no matter where the experiments lead.

See the Application from Drs. Li and Samulski , "Enhance AAV Liver Transduction with Capsid Immune Evasion," for a strong Approach section covering potential. As an example, see section C.1.3.'s alternative approaches.

Here are some pointers for organizing your Approach:

• Enter a bold header for each Specific Aim.
• Under each aim, describe the first set of experiments.
• If you get result X, you will follow pathway X; if you get result Y, you will follow pathway Y.
• Consider illustrating this with a flowchart.

Trim the fat—omit all information not needed to make your case. If you try to wow reviewers with your knowledge, they'll find flaws and penalize you heavily. Don't give them ammunition by including anything you don't need.

As you design your experiments, keep a running tab of the following essential data on a separate piece of paper:

• Who. A list of people who will help you for your Key Personnel section later.
• What. A list of equipment and supplies for the experiments you plan.
• Time. Notes on how long each step takes. Timing directly affects your budget as well as how many Specific Aims you can realistically achieve.

Jotting this information down will help you Create a Budget and complete other sections later.

After finishing a draft Approach section, check that

• I include enough background and preliminary data to give reviewers the context and significance of my plans.
• They can test the hypothesis (or hypotheses).
• I show alternative experiments and approaches in case I get negative or surprising results.
• My experiments can yield meaningful data to test my hypothesis (or hypotheses).
• As a new investigator, I include enough detail to convince reviewers I understand and can handle a method. I reviewed the sample applications to see how much detail to use.
• If I or my team has experience with a method, I cite it; otherwise I include enough details to convince reviewers we can handle it.
• I describe the results I anticipate and their implications.
• I omit all information not needed to state my case.
• I keep track of and explain who will do what, what they will do, when and where they will do it, how long it will take, and how much money it will cost.
• My timeline shows when I expect to complete my aims.

If you are applying for a new application, include preliminary studies; for a renewal or a revision (a competing supplement to an existing grant), prepare a progress report instead.

Describing Preliminary Studies

Your preliminary studies show that you can handle the methods and interpret results. Here's where you build reviewer confidence that you are headed in the right direction by pursuing research that builds on your accomplishments.

Reviewers use your preliminary studies together with the biosketches to assess the investigator review criterion, which reflects the competence of the research team.

Give alternative interpretations to your data to show reviewers you've thought through problems in-depth and are prepared to meet future challenges. If you don't do this, the reviewers will!

Though you may include other people's publications, focus on your preliminary data or unpublished data from your lab and the labs of your team members as much as you can.

As we noted above, you can put your preliminary data anywhere in the Research Strategy that you feel is appropriate, but just make sure your reviewers will be able to distinguish it. Alternatively, you can create a separate section with its own header.

Including a Progress Report

If you are applying for a renewal or a revision (a competing supplement to an existing grant), prepare a progress report instead of preliminary studies.

Create a header so your program officer can easily find it and include the following information:

• Project period beginning and end dates.
• Summary of the importance of your findings in relation to your Specific Aims.
• Account of published and unpublished results, highlighting your progress toward achieving your Specific Aims.

Note: if you submit a renewal application before the due date of your progress report, you do not need to submit a separate progress report for your grant. However, you will need to submit it, if your renewal is not funded.

After finishing the draft, check that

• I interpret my preliminary results critically.
• There is enough information to show I know what I'm talking about.
• If my project is complex, I give more preliminary studies.
• I show how my previous experience prepared me for the new project.
• It's clear which data are mine and which are not.

References show your breadth of knowledge of the field. If you leave out an important work, reviewers may assume you're not aware of it.

Throughout your application, you will reference all relevant publications for the concepts underlying your research and your methods.

Read more about your Bibliography and References Cited at Add a Bibliography and Appendix .

• Throughout my application I cite the literature thoroughly but not excessively, adding citations for all references important to my work.
• I cite all papers important to my field, including those from potential reviewers.
• I include fewer than 100 citations (if possible).
• My Bibliography and References Cited form lists all my references.
• I refer to unpublished work, including information I learned through personal contacts.
• If I do not describe a method, I add a reference to the literature.

Look over what you've written with a critical eye of a reviewer to identify potential questions or weak spots.

Enlist others to do that too—they can look at your application with a fresh eye. Include people who aren't familiar with your research to make sure you can get your point across to someone outside your field.

As you finalize the details of your Research Strategy, you will also need to return to your Specific Aims to see if you must revise. See Draft Specific Aims .

After you finish your Research Plan, you are ready to write your Abstract (called Project Summary/Abstract) and Project Narrative, which are attachments to the Other Project Information form.

These sections may be small, but they're important.

• All your peer reviewers read your Abstract and narrative.
• Staff and automated systems in NIH's Center for Scientific Review use them to decide where to assign your application, even if you requested an institute and study section.
• They show the importance and health relevance of your research to members of the public and Congress who are interested in what NIH is funding with taxpayer dollars.

Be sure to omit confidential or proprietary information in these sections! When your application is funded, NIH enters your title and Abstract in the public RePORTER database.

Think brief and simple: to the extent that you can, write these sections in lay language, and include appropriate keywords, e.g., immunotherapy, genetic risk factors.

As NIH referral officers use these parts to direct your application to an institute for possible funding, your description can influence the choice they make.

Write a succinct summary of your project that both a scientist and a lay person can understand (to the extent that you can).

• Use your Specific Aims as a template—shorten it and simplify the language.
• In the first sentence, state the significance of your research to your field and relevance to NIAID's mission: to better understand, treat, and prevent infectious, immunologic, and allergic diseases.
• Next state your hypothesis and the innovative potential of your research.
• Then list and briefly describe your Specific Aims and long-term objectives.

In your Project Narrative, you have only a few sentences to drive home your project's potential to improve public health.

Check out these effective Abstracts and Narratives from our R01  Sample Applications :

• Application from Dr. Mengxi Jiang , "Intersection of polyomavirus infection and host cellular responses"
• Application from Dr. William Faubion , "Inflammatory cascades disrupt Treg function through epigenetic mechanisms"
• My Project Summary/Abstract and Project Narrative (and title) are accessible to a broad audience.
• They describe the significance of my research to my field and state my hypothesis, my aims, and the innovative potential of my research.
• My narrative describes my project's potential to improve public health.
• I do not include any confidential or proprietary information.
• I do not use graphs or images.
• My Abstract has keywords that are appropriate and distinct enough to avoid confusion with other terms.
• My title is specific and informative.

Previous Step

Have questions.

A program officer in your area of science can give you application advice, NIAID's perspective on your research, and confirmation that your proposed research fits within NIAID’s mission.

Find contacts and instructions at When to Contact an NIAID Program Officer .

How to Write a Winning Project Plan with Templates & Examples

By Kate Eby | May 25, 2022 (updated June 25, 2024)

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Creating a project plan can be overwhelming, but that doesn’t always have to be the case. We provide the basic steps, tools, and expert tips for how to write a project plan. Included in this article, you’ll find the following:

• Project planning steps
• A project plan starter kit
• Create a project plan step-by-step using a template
• Pros share best practices for crafting a project plan

What to Include in a Project Plan

A  project plan , also called a work plan , outlines the tasks, resources, and timelines for achieving a goal. It defines project scope, outlines deliverables, identifies stakeholders, assigns roles, identifies success metrics, determines the framework, and manages resources, quality, and change. 

Project Planning Steps

Project planning is fundamentally about balancing the goals, schedule, and resources to demonstrate control of the project’s scope. Part of writing a project plan includes creating an overview and a scope statement, determining the deliverables schedule, and defining a budget. You’ll want to gather a risk management strategy, a communication plan, and any other documents the project needs. 1. Set SMART Goals Every successful project plan starts with setting a project goal: the expected outcome. The goal will become part of the project plan’s executive summary. A specific, measurable, achievable, relevant, and time-bound (SMART) goal aligns everyone involved, establishes focus, and provides direction. Meet with stakeholders to ensure the goal aligns with business objectives and gain a thorough understanding of their expectations. Examples of SMART goals for a project include the following:

• Launch two major product features by the end of the year. Measure progress using milestone completion.
• Reduce employee turnover rate by 20 percent within one year. Measure turnover rate and conduct exit interviews to identify reasons for leaving.
• Build two office locations in the metro area within the next four years. Measure progress using milestone completion.  

Download the SMART Goals Worksheet forMicrosoft Word

  Download the SMART Goals Worksheet for Microsoft Word

Use this SMART goals worksheet to detail the five characteristics of effective goal setting, specific to your project. Once complete, it provides a clear direction of what your project will achieve, how you will measure its progress, and the time it will take to complete. Learn  how to write SMART goals and see examples to get started. 2. Define the Project Scope Your  project scope sets the project’s parameters (the size) and safeguards against unrealistic expectations and conflicting interests throughout the project's lifecycle. It also prevents  scope creep , such as doing unnecessary work, overspending, or missing deliverable due dates.

Download a Project Scope Statement Template for Excel  |  Microsoft Word  |  Adobe PDF

Use this project scope statement template to list project deliverables and tasks, along with the project stakeholders and their roles. The template serves as a resource for stakeholders and team members, particularly in the event of change requests. A project scope generally includes the reason for the project, the goals, deliverables, tasks, a work breakdown structure (WBS), assumptions, constraints, and costs. Here are a list of actions to consider when defining the project scope:

• Outline the Deliverables and Tasks:  Deliverables are the tangible results of individual tasks. They can include reports, prototypes, proposals, meetings, and designs. Collaborate with managers and department leads to ensure deliverables are achievable within specific timeframes and the proper resources are notated.
• Include a Work Breakdown Structure (WBS):  A WBS breaks down deliverables into smaller tasks, making the project more manageable. Use it to visualize the entire project in hierarchical steps. List the tasks and assign responsibility for each one. This creates accountability and ensures every task is completed. Read this  guide on work breakdown structures to learn more.
• Estimate Costs:  Allocate costs to each task based on research, data, and past experiences. This information will support budget decisions. Create a project budget to show how funds will be allocated, and include room for unforeseen circumstances or emergencies. Share the budget with stakeholders so they have a clear understanding of the project’s financial details.
• Identify Key Stakeholders and Assign Roles: Stakeholders include anyone involved in the project, such as sponsors, investors, executives, managers, contractors, vendors, consultants, project managers, and team members. It’s important to identify stakeholders, their roles, and their responsibilities, because they are a resource for questions, approvals, change management, and anything that impacts the project’s scope.
• Project Governance Structure:  A project governance structure establishes a structured path for project supervision, delineating hierarchical responsibilities for project oversight. For example, in the event of a financial change request, consulting the governance structure provides clarity on who is responsible for approving or denying the request.

3. Define the Success Metrics Success metrics gauge progress to help determine if a project is on track to meet its goal. You can measure success by looking at cost performance, resource utilization, or the progress of tasks against the project schedule. Here is a list of common project planning success metrics:

• Cost Performance Index: Indicates if the project is staying within budget.
• Cost Variance: Indicates how much the project is over or under budget.
• Customer Satisfaction: Looks at the customer’s level of satisfaction with a product or service by using surveys and online reviews.
• Earned Value:  Evaluates the amount of work that’s completed compared to what was planned to be completed at any specific time.
• Quality Metrics:  Indicates whether the project is meeting quality standards.
• Risk Metrics:  Lists the number of risks identified, risk response effectiveness, or risk impact assessment.
• Schedule Variance: Indicates whether the project is ahead of or behind schedule at a specific point in time.
• Team Satisfaction:  Evaluates the team’s level of satisfaction working on the project, as measured by engagement, efficiency, and well-being.

4. Determine the Project’s Methodology The methodology is the process framework of your project. It can look different depending on the project’s flexibility, timeframe, type of work, and complexity. Learn more about  project frameworks . 

Popular Project Frameworks

5. Gather and Manage Project Resources Secure resources you need to complete your project in advance to avoid scrambling midway. Resources include people, finances, technology, tools, equipment, and knowledge. Gather input from your team about the resources they require for executing their assigned tasks.  

  Download the Project Resource Planning Template for Excel

Use a project resource planning template to list resources, their cost, and where they are needed in the project’s lifecycle. Enter the hours and cost of each resource. The template will auto-populate the totals.

6. Create a Project Schedule A project schedule organizes tasks, sets expectations, and tracks progress. When you create the schedule, plan for unexpected delays, team members’ time off, holidays, and more. Include a timeline for each deliverable to keep the project moving forward. Adding milestones will help with building momentum, motivating the team, and monitoring progress. Store the schedule in a central location so that everyone involved can view the project’s status at any given time.  

Download a Project Schedule Template for Excel  |  PowerPoint  | Google Sheets

Use this customizable project schedule template to create a visual map of your project’s tasks and phases. The template will use any dates you add to the matrix to create a color-coded Gantt chart.

7. Implement Risk Management Every project will encounter risks. Risk management is a proactive approach for keeping your project on track and mitigating the impact of risks. Learn more about  project risk management and the importance of being prepared rather than ignoring the potential disruptions.

Download the Simple Business Risk Register Template for Excel

Use a risk register template to identify risks, their impact, probability, impact, and mitigation notes.

8. Implement Quality Management Quality management guarantees adherence to standards, consistency, and continual improvement, which is essential for meeting stakeholder and client expectations.

Download a Project Quality Management Plan Template for Excel  |  Google Sheets

Use this template to document quality issues that could arise within the project. Enter quality descriptions, expected and actual results, who tested them, and whether the issues pass quality controls. Collecting and documenting this information helps regulate the project’s quality standards.

9. Develop a Communication Plan Meet with your stakeholders to learn what information they want to receive and how often. Then,  create a communication plan to establish how and when to share updates with stakeholders. The plan includes a list of key stakeholders and team members, their contact details, and when to send project updates. Not all stakeholders require the same level of engagement. For example, an investor won’t require details about every project deliverable, but they will want to be informed about budget or cost changes.

Download a Project Communication Plan Template for Microsoft Word  |  Adobe PDF  |  Google Docs

Use this project communication plan template to document your key stakeholders’ details and preferred contact style and frequency. Enter your communication goals and customize the plan to fit your needs and be sure to communicate with them regularly.

10. Write and Share a Project Summary Anyone should be able to understand the project plan through a well-crafted project summary. The one-page document explains the purpose of the project plan, the goals, schedule, budget, resources, risks, expected outcomes, and any recommendations.  Write your project summary at the end of your project planning to guarantee all relevant information is included. Once complete, share it with the team and key stakeholders.

Download a Project Summary Template for Excel  |  Microsoft Word  |  Adobe PDF

Download and complete this project summary template to provide a project overview to team members and stakeholders. Enter project milestones, budget information, schedule, and more. Customize the sections to fit your project needs.

Project Plan Starter Kit

Download Project Plan Starter Kit

In this free starter kit, you’ll find customizable templates for every project planning step. Together, these documents form the foundation of a solid project plan and will help get your project off the ground.

In this kit, you’ll find the following:

• A  project plan outline template for Microsoft Word  for one complete document that includes all elements of a project plan.
• A  SMART goals worksheet for Microsoft Word  to help you define the project goals.
• A  project scope statement template for Microsoft Word  to help you control the project’s boundaries.
• A  WBS tree diagram template for Excel  to organize the project deliverables and their tasks in a hierarchical format. 
• A  project budget template for Excel  to organize and track project costs.
• A  RACI matrix template for Excel  to list whether stakeholders are responsible, accountable, consulted, or informed.
• A  project governance structure template for Microsoft Word  to define a clear line of authority over project decision-making.
• A  project resource planning template for Exce  to identify, secure, and manage resources.
• A  project schedule template for Excel  to track and manage the project’s progress.
• A  business risk register template for Excel  to plan for risks that could negatively impact the project’s scope.
• A  quality management plan template for Excel  to ensure the project adheres to standards.
• A  project communication plan template for Microsoft Word  to document your key stakeholders’ contact details and their preferred contact style and frequency.
• A  project summary template for Microsoft Word  to provide a project overview to team members and stakeholders.

How to Create a Project Plan Step-by-Step

Creating a project plan helps you set a schedule that you can monitor to ensure a project is on track. Use a template and fill in key details, tasks, start and end dates, and status.

Looking for a different template format? Check out one of these  free project plan templates .

Examples of Effective Project Plans

Project plans serve as a project’s blueprint. Reviewing examples of project plans from other organizations can provide guidance and inspiration.

Program Project Plan for Learning Programs Example

Beyond the Bell is a nonprofit organization that provides family resources such as childcare assistance, credit counseling services, and afterschool programs. The group uses a program plan template to develop, implement, evaluate, and improve its programs. This  program plan template from Beyond the Bell provides a thorough checklist to ensure all project plan elements are covered. It also includes a goal-setting worksheet and a logic model planning tool for documenting inputs, outputs, and expected outcomes.

Project Plan Redevelopment Example

This real-world example from the city of  Boston’s redevelopment of Dudley Square demonstrates a thorough work plan, including project tasks and deliverables. You’ll also find a meeting schedule and a project governance structure that demonstrates the importance of streamlined communication when planning a large-scale project.

Project Management Plan Example

In 2019, the Oregon Public Utility Commission embarked on a project to replace its outdated and unsupported docketing system. The commission used elements from an  Oregon Public Utility Commission's project management plan , such as project overview, WBS, resource management plan, communication management plan, risk assessment, and more.

Simple Project Plan Example

Download the Sample Simple Project Plan Template for PowerPoint

When to Use This Template:  This easy-to-use template is ideal for project managers to organize and present their project deliverables and timelines. Download this template with sample copy as an example of what to include in your project plan template. Notable Template Features: This template features a one-year timeline with colored duration bars to represent how long each deliverable will take. The  Today  indicator makes it easy to see the status of tasks (complete, in progress, or upcoming) at a glance. 

Project Management Plan Outline Example for a New Product Launch

Download the Sample Project Management Plan Outline Template for Microsoft Word

When to Use This Template:  Use this template if you are a project manager who needs to detail all areas of a project plan. Notable Template Features:  This comprehensive outline template features a narrative-style format providing space to enter details for each element of a project plan. Use the table of contents for easy navigation to specific sections.

Best Practices for Writing a Good Project Plan

Writing a good project plan begins with good organization and involving the people needed to complete the work. Experts recommend getting buy-in from your team, communicating with them clearly and often, and being adaptable so you can handle challenges as they arise.

Follow these best practices for writing a great project plan:

• Reference the Project Charter:  The project charter is a document that introduces the project to stakeholders. It explains the project’s purpose, its goals, and how you plan to achieve them. Use the project charter as a reference to ensure the plan stays true to the project’s purpose. Learn more about  project charters and why you need them .
• Recruit the Right Team Members Early:  Identifying stakeholders and key players for the project upfront will mitigate risk and delays. Do a deep dive of who to involve for every phase, deliverable, and task. You do not want to be halfway through a project and realize you need a team member who is unavailable or a vendor who is not within your budget.

• Expect Change and Be Adaptable: Anticipating changes in a project, such as overspending or missing a deadline, will help you prepare for when a project gets off track. Being adaptable also means you’re prepared to make adjustments. Though not traditionally part of a project plan, completing a  change management template  that outlines how to process, assess, manage, and track changes before a project starts is a good idea. It’s impossible to plan for every project adjustment, so a project’s success often relies on your team’s adaptability to change.

Use Smartsheet Project Management Tools to Create and Implement Your Project Plan

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover a better way to streamline workflows and eliminate silos for good.

Illustration by James Round

How to plan a research project

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

by Brooke Harrington   + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):

Publication date:

Title of book, chapter, or article:

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

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

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

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

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

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

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World Leaders in Research-Based User Experience

Project management for user research: the plan.

November 20, 2016 2016-11-20

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In This Article:

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

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

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

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

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

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

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

Include information about:

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

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

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UX Research Plan Template

Create a strong business case for UX research and streamline your process with the UX research plan template.

Trusted by 65M+ users and leading companies

About the UX Research Plan Template

A UX research plan, also known as a user research plan, is a brief reference document that outlines your research project’s goals, key contributors, important dates, and timelines.

Think of your research plan as a UX-focused  kick-off document  for your project. The plan offers an overview of the research initiative, encourages well-defined and agreed-upon goals, and acts as a written guarantee that the research will meet these goals.

What is a UX research plan?

When conducting usability testing or user research with a goal in mind, researchers need to plan. UX researchers often present their findings to stakeholders, like product managers, developers, marketers, and executives, to act on those results.

You should present your UX research plan in plain language with a single document. Keep your findings clear, collaborative, easily accessed, and digestible to get buy-in for your research and your team’s next steps.

A user research plan typically has up to seven segments:

Project background: Reasons for the study and internal stakeholders involved.

Research goals and objectives: What your teams want to learn, or their ideal research outcome.

Research participants: Who they are and how they’ll be recruited.

Method: How you conducted research, and any other information about how the research will be conducted.

Guides: An interview guide or cheat sheet of instructions and questions to follow during the session.

Duration: A rough timeline of how long the research will take and when the team can review the report.

Other helpful information: Additional resources for your team, such as previous studies, scripts, or results, can inform this new round of research.

Research plans keep your team focused on outcomes rather than getting lost in the details or changing the research goal midway through the project. By the end of the project, UX researchers should feel confident that their questions were answered and presented in both the plan and actual research.

When to use UX research plans

UX research plans are useful for teams who need to decide on  questions such as:

What do our customers need? Who is our target persona?

Does the proposed or current design work well for our customers? How can we make it better?

Planning UX research also gives researchers an opportunity to:

Decide what works for your stakeholders, especially the questions they’re trying to answer.

Engage stakeholders and keep them invested in your research results.

Clarify your ideas, problems to be solved, and research approaches.

Treat your research plan as a blueprint for aligning expectations, asking for feedback, or generating enthusiasm and support for increasing the value of user research in your organization.

Create your own UX research plan template

Making your own UX research plans is easy, and Miro is the perfect tool to create and share them. Get started by selecting the UX research plan template, then take the following steps to make one of your own.

Give your team or stakeholders a quick project introduction.  You can hop on a video chat with up to 25 team members and remind everyone what you’re trying to achieve. Remember that research proves its value when it satisfies a single objective rather than many. If you seem to have lots of different goals or objectives, avoid overreaching and start fresh: what’s the one customer problem and business problem you’re trying to solve?

Define the user and business problems your research needs to solve.  The default sticky notes are simply for inspiration — feel free to edit each of these to fix your own context. If you want your team to focus on this area instead of skipping ahead, you can select the “problem” frame and  click the “hide frame” (closed eye) icon  that appears in the frame’s menu.

Define your research goals.  Ask your team to brainstorm their top three research goals or priorities. Remember that the best research sessions are chasing a single objective, so out of the two to three you note down, ask your team to vote for their preferences. Try  Miro’s Voting Plugin  to help your team reach a decision.

Draft your research questions.  Pick three to five questions with your team or stakeholders that are most important to your research. Aim for no more than 10. The more focused your questions, the more focused your research will be.

Link to useful supporting information as needed.  Keep this plan to the point in order to get buy-in. For stakeholders who need more detail, there may be other useful data to link to. If you have previous UX research results or relevant studies, link to them on your Miro Board. You can also import survey data, embed  tables and charts , or link sticky notes  to external sources .

Dive even deeper into how to conduct UX research – and see examples – in our expert guide to  user research .

Why should you use the UX Research Template?

Centralized planning: Centralize your UX research plans in one shared space. This ensures that all relevant information, including research objectives, methodologies, and timelines, is easily accessible in one place, reducing the risk of scattered or lost documentation.

Collaborative research: Multiple stakeholders, including designers, researchers, and product managers, can collaborate on your UX research plan template simultaneously, fostering a more inclusive and collaborative approach to research planning.

Visual representation of research steps: Create diagrams, flowcharts, and visual representations of the research process. This visual mapping helps teams better understand the sequence of research activities, identify dependencies, and effectively communicate the overall research strategy.

Iterative refinement: Provide feedback, comments, and suggestions directly on the UX research plan template. Promote continuous improvement, allowing the team to refine the research plan based on insights and changing project requirements.

Integration with user flows and personas: Integrate with other templates, such as user flows and persona maps. By connecting these elements, teams can create a holistic view of the user experience journey. This integration helps align research activities with the overall UX strategy and ensures a more cohesive and user-centric product design.

How can I ensure that a UX Research Plan remains effective?

Regularly review and update the research plan as project requirements evolve. It's crucial to stay flexible and adapt the plan based on the findings and changing project needs.

Get started with this template right now.

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How to Create a Realistic Project Plan with Templates & Examples

As a project manager, a huge part of your role is to write project plans that help you keep projects on track. But that’s not all a project plan should do. 

A project plan is arguably the most important document you’ll create for a project. At its core, a plan should communicate your project approach and the process your team will use to manage the project according to scope.

Let’s take a closer look at how you can develop a rock-solid planning process that guides your team and projects to success.

What is a project plan?

Project plan example: what to include, why you should always write a project plan, 5 steps to an effective project planning process, how to create a project plan in teamgantt, free project plan templates.

A project plan is a document that maps out the tasks, effort, timing, and resources needed to meet project goals within a predefined scope. It’s often presented in the form of a gantt chart because it’s easy to visualize the project timeline and ensure work stays on track.

Any solid project management plan should answer the following questions:

• What are the major deliverables?
• How will we get to those deliverables and the deadline?
• Who’s on the project team, and what role will they play in those deliverables?
• Which stakeholders need to provide feedback on deliverables, and when?
• When will the team meet milestones?

A project plan communicates this information in a simple, straightforward way so everyone clearly understands the objectives and how they contribute to project success. It may also be accompanied by other planning documents, such as a project charter , risk assessment , or communication plan .

While no two project plans are alike, they all share the same common building blocks. Be sure to include the following components in any project plan you create:

• Project tasks : A detailed list of work to be done organized by project phase, process step, or work group
• Project schedule : A visual timeline of task start dates, durations, and deadlines, with clear progress indicators
• Key milestones : Major events, dates, decisions, and deliverables used for tracking forward progress
• Dependencies : A line connecting tasks that need to happen in a certain order
• Resources : Assignments that indicate the person or team responsible for completing a task

Here’s a simple example of what a project plan looks like with these basic elements highlighted:

Some people don’t understand the power of a good project plan. If you feel pressured to skip the plan and jump right into the work, remind your team and stakeholders that having a plan benefits everyone by making it easier to:

• Build consensus before work begins : A detailed project plan ensures everyone has a clear understanding of—and agrees on—the overall process, scope, staffing, and even communications from the outset. That goes a long way in keeping project confusion and pop-up requests from gumming up the works.
• Avoid scheduling conflicts : Project plans enable you to organize tasks so it’s clear who's responsible for what and when. If your team is juggling multiple projects, you can cross-reference other plans to see who’s available to take on new work before committing to a timeline.
• Monitor project goals and scope : When new tasks creep in, it’s easy to lose sight of the original objectives. Spelling out the work you need to complete in a time-based plan keeps project goals front and center so you can ensure project scope stays intact.  ‍
• Hold your team and stakeholders accountable : A good project plan sets expectations around the process and pacing you'll follow each step of the way. When plans are shared with teams and stakeholders, it keeps folks honest about what is—or isn’t—happening and forces you to resolve issues in a timely way.

Easy drag and drop features with templates for faster scheduling. Plan a project in minutes, collaborate easily as a team, and switch to calendar and list views in a single click.

Poor planning can lead to some pretty ugly consequences—from missed deadlines and budget overages to team burnout and client frustration. That’s why it’s important to establish a solid process you can use to plan any project. 

Planning a project doesn’t have to be difficult. These basic project planning steps can help you write a plan that’s both realistic and on target.

• Start with project discovery & definition
• Draft a rough outline of your plan
• Formalize your project management plan
• Present & confirm your plan
• Execute your plan & adjust as needed

Step 1: Start with project discovery and definition

A project plan is more than a dry document with dates. It’s the story of your project, and you don’t want it to be a tall tale! So make sure you know all the facts before you start creating a project plan.

Understand the project scope and value

Understanding the ins and outs of the project will help you determine the best process and identify any snags that might get in the way of success. Conduct your own research to dig deeper on:

• Project goals and outcomes
• Partnerships and outlying dependencies
• Potential issues and risks

Review the scope of work , and dive into any documents or communications relevant to the project (maybe an RFP or notes from sales calls or client meetings). Be thorough in your research to uncover critical project details, and ask thoughtful questions before you commit to anything. 

Interview key stakeholders

If you want to dazzle stakeholders with a stellar project delivery, you’ve got to know how they work and what they expect. Schedule time with your main project contact, and ask them some tough questions about process, organizational politics, and general risks before creating a project plan. 

This will give project stakeholders confidence that your team has the experience to handle any difficult personality or situation. It also shows you care about the success of the project from the start.

Be sure to discuss these things with your stakeholders:

• Product ownership and the decision-making process
• Stakeholder interest/involvement levels
• Key outages, meetings, deadlines, and driving factors
• Related or similar projects, goals, and outcomes
• The best way to communicate with partners and stakeholders

See a list of sample interview questions to ask stakeholders so you can develop better project plans.

Get to know your team

The last step in the research phase is to take time to learn more about the people who’ll be responsible for the work. Sit down with your team and get to know their:

• Collaboration and communication styles
• Availability and workload

Understanding these basics about your team will help you craft a thoughtful plan that takes their work styles and bandwidth into consideration. After all, a happy team delivers better projects.

Step 2: Draft a rough outline of your plan

Now that you’ve gathered the basic project details, the next step is to knock out a rough draft of your plan. Take some time to think about the discussions you had in the pre-planning phase and the approach your team might take to meet the project goals.

Sketch out the main components of your project plan

Sit down with a pen and paper (or a whiteboard), and outline how the project should work at a high level. Be sure you have a calendar close by to check dates.

If you’re at a loss for where to begin, start with the who, what, when, and how of the project. A first outline can be very rough and might look something like a work breakdown structure . Make sure your project outline includes the following components:

• Deliverables and the tasks required to create them
• Your client’s approval process
• Timeframes associated with tasks/deliverables
• Ideas on resources needed for tasks/deliverables
• A list of the assumptions you’re making in the plan
• A list of absolutes as they relate to the project budget and/or deadlines

Considering these elements will help you avoid surprises—or at least minimize them. And remember, you’re doing this as a draft so you can use it as a conversation-starter for your team. It’s not final yet!

Get input from your team on process, effort, and timing

You don’t want to put yourself or your team in an awkward position by not coming to a consensus on the approach before presenting it to your client. That's why a project manager can’t be the only one writing a project plan.

Once you’ve created a basic project outline, take those rough ideas and considerations to your team. This enables you to invite discussion about what might work rather than simply dictating a process. After all, every project must begin with clear communication of the project goals and the effort required to meet them. 

Be sure to get input from your team on how they can complete the tasks at hand without killing the budget and the team’s morale. As a project manager, you can decide on Agile vs. Waterfall approaches , but when it comes down to it, you need to know that the team can realistically execute the plan.

You can also use this review time to question your own thinking and push the team to take a new approach to the work. For example, if you’re working on a digital product, could designers start creating visual concepts while the wireframes are being developed? Or can you have two resources working on the same task at once?

Running ideas by the team and having an open dialogue about the approach not only helps you build a more accurate project plan. It gets everyone thinking about the project in the same terms. This type of buy-in and communication builds trust and gets people excited about working together to solve a goal. It can work wonders for the greater good of your team and project.

Step 3: Formalize your project management plan

You should feel comfortable enough at this point to put together a rock-solid project schedule using whatever tool works for you. 

Build out a detailed project schedule that’s easy to read

Any good online project planning tool will help you formalize your thoughts and lay them out in a consistent, visual format that’s easy to follow and track. (Ahem, TeamGantt works nicely for a lot of happy customers. ) 

Make sure tasks have clear start and end dates so there’s no question when work needs to happen to hit project deadlines. Organize work into phases, and use labels and/or color-coding to improve scannability. The easier your project plan is to understand at a glance, the better!

See how to create a project plan in TeamGantt

Consider how your team likes to work

Be as flexible as possible when it comes to how your project plan is presented. There's no absolute when it comes to how to format your plan as long as you and your team understand what goes into one.

Remember, people absorb information differently. While you might be partial to a gantt chart, others might prefer to view tasks in a list, calendar, or even a kanban board. You can make all of those variations work if you’ve taken the steps to create a solid plan.

For example, here’s an Agile project plan we built that lists each sprint as its own task group with milestones for sprint planning and deployment.

And here’s what that same project plan looks like if you turn it into a kanban board in TeamGantt. Simply click the Board tab and set up your columns so your team can manage their daily workflows more easily.

If your team currently prefers spreadsheets and isn’t quite ready to use TeamGantt yet, try our free Excel gantt chart template .

Step 4: Present and confirm your plan

You’re almost finished! Now it’s time to do your due diligence. It’s easy to throw stuff in a plan, but you have to make sure you get it right.

Run your final plan by your internal team

Your team needs to know the reality of your plan as it stands after you’ve built it out in TeamGantt. And you want to be sure they’re comfortable committing to the details. If they don’t, things will quickly fall apart!

Always review your final plan with your team before delivering it to stakeholders. Why? Because things like dates and tasks—and even assignments—will shift as you formalize the rough sketch of your plan. 

Here are a few things you’ll want to discuss with your team as you review the final plan together:

• Review times
• Team work times
• Dependencies
• Time off, meetings, and milestones
• The final deadline
• Any assumptions you’ve made
• Major changes since your last talk

There’s nothing more embarrassing than delivering a plan with an error or a promise you can’t keep. Taking a few minutes to get buy-in from your team will give everyone peace of mind about your plan.

Review your project plan with stakeholders

Once you’ve confirmed the plan with your team and have their full sign-off, you’re ready to share your project plan with stakeholders . 

When delivering your project plan, make sure you provide an executive summary. This might come in the form of a project brief . A short recap of the overall methodology, resources, assumptions, deadlines, and related review times will help you convey what the plan means to the project and everyone involved.

Project plans can be daunting, so schedule time to present your project plan to stakeholders at a high level. Here are some things you’ll want to point out about your plan during this review:

• Overall process and pacing
• Major deliverables and timing
• The time they’ll have to review deliverables
• Overall timing for task groups or phases
• How far off you are from the deadline
• Wiggle room on the final deadline

If a stakeholder is interested in the day-to-day details, feel free to walk them through the plan line by line. Otherwise, start by explaining overall sections or phases, and be sure to come back to your plan at intervals throughout the project to remind them of tasks, next steps, and overall progress.

Step 5: Execute your plan and adjust as needed

Some projects are smooth and easy to manage, and others are a complete nightmare that wake you up at 3 a.m. every other night. Thankfully, having a solid project plan is your best defense against project chaos once work gets underway.

Keep in mind that project plans are living documents. Projects change constantly, and someone has to stay on top of—and document—that change. Remember to:

• Update your plan regularly as work progresses and things change
• Communicate changes to your team, partners, and stakeholders
• Monitor and communicate risks as your project evolves

Ready to plan your project in TeamGantt? Follow these easy steps to build a plan that’s structured well and includes the elements you need for project success.

1. Enter your basic project details.

To create a new project plan in TeamGantt, click the New Project button in the upper right corner of the My Projects screen. Then enter your project name and start date, and select the days of the week you want to include in your plan. Click Create New Project to move on to the next step.

2. List out your project tasks and milestones.

Now the real planning fun begins! Enter all the different tasks it will take to get the job done. If there are any key meetings, deliverable deadlines, or approvals, add those as milestones in your project plan.

3. Organize tasks into subgroups. 

Scrolling through one long list of tasks can be mind-numbing, even to the best of us. Break tasks down into phases or sections to ensure your project plan is easy to read and understand. 

4. Add task durations and milestone dates to the project timeline.

A visual project plan makes it easy to see exactly what needs to get done by when. Make sure every task has a start and end date so nothing falls through the cracks. TeamGantt’s drag and drop feature makes this planning step quick and easy.

5. Connect related tasks with dependencies.

Adding dependencies between tasks ensures work gets done in the right order and also helps you plan for delay risks. If your plan shifts and you need to move tasks around, dependencies speed up the process.

6. Assign responsible team members to tasks.

That way there’s no confusion about who’s doing what, and your team can update and manage their daily tasks . Don’t forget to check team availability along the way to avoid overloading anyone with too much work.

7. Use the RACI chart to define task roles more clearly.

This feature takes accountability one step further by letting you assign more specific roles to each task: Responsible , Accountable , Consulted , and Informed . Learn how RACI charts work and what each role means.

8. Add hourly estimates and/or points to each task. 

This makes it easy to see the lift each task involves at a glance. Including hourly estimates in your project plan also enables you to manage workloads and track overages more accurately.

9. Color-code tasks for better scannability.

You can use colors to categorize tasks by project phase, priority, department, or team member—whatever makes visual sense to you and your team.

10. Add notes to clarify tasks or spell out important details.

There’s no such thing as too much information if it means your team has what they need to deliver quality work on time. Use the Notes section of your Discussion tab to enter any pertinent details your team will find helpful.

11. Upload important documents to the project.

This ensures project files are accessible to everyone in a centralized hub.  For example, you might attach your creative brief to the project so your content and design teams have clear direction for completing their deliverables.

If you’re planning a project for the first time or taking on a totally new type of project, you might be struggling to get your plan off the ground. We created a simple project management plan template to help you get started.

TeamGantt gives you the ability to quickly and easily build and adjust your plan using drag and drop scheduling. Plus, it comes with customizable views to fit every team member’s work style. 

Try our basic project plan template for free!

Looking for more specific project plan examples to jumpstart your process? Use these project planning templates to generate ideas and save time building out your plan:

• Construction project plan template
• Event planning template
• Strategic marketing plan template
• Tactical marketing plan template
• Software development plan template
• Video production schedule template
• Website project plan template

Plan your next project in minutes

Discover just how easy project planning can be with TeamGantt. Create your first gantt chart for free!

Qualitative Research Plan

Every drop counts . Because research requires the input of resources—money or kind—it should have a justified return. You may be fine with throwing away a few dollars, but what about thousands of dollars? And what if you could shorten five months of hard labor into half? Think of all the other things you could have done with your time and money. When you have a research plan , you can save yourself the avoidable hassle of losing your mind to stress at 3 AM.

Before the board or your academic mentors give your study a signal, you have to show them that you know what you’re doing. A research plan is your research roadmap. And like any map, you use the plan to steer you and your team in the right direction. In essence, it is a document that reminds the researcher of the important details about the study.

Plan vs. Proposal

A research plan is different from a research proposal . Although both talks about the study, the proposal is meant to sway opinion to favoring the conduct of the study. You also use proposals when you want to acquire study grants from higher institutions. A plan is for your perusal. As a researcher, you tend to become immersed in your study. By following all the promising trails, you may get lost in the process. Having a plan at arms reach lets you keep yourself on track. When you include a project timeline in your document, you can also track your progress along the way.

Qualitative vs. Quantitative

The rift goes way beyond numbers or the lack of thereof. The difference between the two isn’t because one is better than the other. In fact, a lot of research fields can benefit from the input of both methods. The choice between the two lies in what kind of question you want to answer. Qualitative research is appropriate for pioneer studies or those that require a deeper understanding of opinion, experiences, and encounters. Some things cannot be reduced to ones and zeroes. There are different methods for performing qualitative research. You can use interviews, focus groups, surveys , or observations. The versatility and cost-effectiveness of these methods make them a popular resort to researchers.

However, we cannot reduce quantitative research as a cold way to see the world. Quantitative research places measurements on things like opinion, behavior, and other variables. This method is more analytical and structured than qualitative research. Because most of the subjectivity is removed in data collection and analysis, the findings that are true for a small group can be used to generalize a bigger population. Most research in hard sciences is quantitative because the replicability of the results generally makes for credible results, especially when the only witnesses of the described event are the scientists in that lab. This research also makes use of surveys and questionnaires, provided that the observations can be represented in numerical data afterward.

Plan Framework

In general, the plans adhere to the same format, although you can see derivations in the names of the headers or the arrangement of the sections. The document is like a proposal, except that the details are made for the researchers themselves. Research plans can be a precursor to research proposals. Hence they tend to have similarities in the document structure.

Research Question:  This is the cold brew of your research study that kickstarts the entire research endeavor. This is the challenge or the issue that you want to address with your study. When you have a poorly-defined research question, you might as well forget about getting that research grant . The question is a lead on what the study will cover and the gaps in related literature.

Hypotheses:  These are your well-educated predictions on the results of the study in answer to your research questions. Your entire research design is grounded in testing these hypotheses. That is why your guesses must be backed by established and credible information. It is also these hypotheses that will be supported or refuted by succeeding studies.

Objectives: Objectives will influence the research design because what you want to accomplish will direct the methods you’ll use. When well-defined, they will steer you straight in the right direction. This means that they should be appropriate for your study. In devising your objectives , you should remember to make them specific, measurable, achievable, relevant, and time-based.

Research Design:  Because a research plan is like a rough sketch of your study, it includes your actual plan on how you will perform your investigation, as well as your list of materials and equipment. The details don’t have to be refined and specific, but they should convey the general idea. You can create a research flowchart of your methods to visualize the process better. Aside from being a map of the research, it is also an inventory check to see if you have the things you need for the study.

Examples of Qualitative Research Plans

People learn by example. Check out the following qualitative research plans that would help you with your content. You can download these PDF files as your guide.

1. Research Plan Sample

Size: 22 KB

2. Research Plan Guide

Size: 264 KB

3. Research Plan Abstract

Size: 73 KB

4. Research Plan Outline

Size: 106 Kb

5. Research Plan Example

Size: 116 KB

6. Funded Research Example

Size: 89 KB

7. Data Analysis Plan

Size: 941 KB

Preparing a Research Plan

Your research plan is for your use. It is meant to guide you throughout the entire research conduct . However, when you’ve set your standards too high and your plan is too idealistic, your performance and results might disappoint you. How do you make a plan that will work for you?

1. Research Your Research

When you want to answer a problem, you first have to be knowledgeable about it. Especially when you are applying for a research grant, your benefactors should have the impression that you know what you’re doing. You have to scour sources for related literature. Maybe the study has already been done, or there is a similar problem that has already been solved. By being diligent in your literature review, you can get a grasp of the issue’s relevance to society. Because you are learning more about the subject, you can identify methods and approaches that you can apply. By now, your study is taking shape.

2. Draw a Complete Map

This is a large section of your research plan. It describes what you want to come out of this study and your expectations. You will also write about your course of action to realize those goals. There is a domino relationship shared by your research questions, objectives, and methodology . The former two determine your methods. And the three will have a significant bearing on your results. You can use established methods provided that you justify why you use them. You can be as specific as possible. But because the plan is preliminary, you can expect changes along the way.

3. Be Practical and Realistic

As a researcher, you would want to make a significant contribution to the world. However, being too ambitious without the capacity to back it up will have negative consequences for your study. Therefore, when you plan a study, you have to look at your available resources. If you plan on procuring materials for the study, will they arrive on time? Is your expected schedule for deliverables realistic? Is your expectation for the study reasonable? You can add a timetable and a breakdown of foreseen expenses in your plan. That way, you can stick to your schedule and your budget.

4. Track Your Progress

Your research plan should be with you throughout the study period as a reference. You can view it to review your next steps or spot the ones you missed. Will the activities still fit the determined period? The chances that you will run out of time on an activity. Don’t create a rigid time frame. The future is unpredictable, so you should include a time allowance for each activity. You can also use Gantt charts to monitor your progress. The charts will let you see how much you have accomplished and how much work is left.

In any research endeavor, it pays to be prepared. We can’t predict the future, but when we have a plan on how to live with this uncertainty, we can mitigate losses. As a researcher, you can integrate research plans in the conduct of your studies. The document can influence the success of your investigation.

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Plan Templates

14+ research plan templates – sample, example.

A research plan is the major part of an application and is described as the most important document for an investigator’s projected research sample . It also provides a major analyst regarding the opportunity to talk about proposed research, describing its benefits, and how it will be implemented and conducted. A research plan samples is made to answer questions like, “what do you intend to do?”, “what has already been done?”, and other relevant questions.

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Simple Legal Research Plan Template

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Sample Market Research Plan Template

Easy Research Action Plan Template

Editable Research Development Plan Template

Printable Quantitative Research Plan Template

Research and Planning Organizational Chart Template

Research Project Communication Plan Template

Business Research Plan Template

Research Proposal Plan

Research Plan Templates

• Introduction: The introduction of your research topic is presented in this section
• Objective and Purpose of your research study: When you are doing your research, you should have a clear idea about the objective and the purpose of your study
• If you are formulating a hypothesis in your study, you can include it in your research plan
• Framework and theoretical background: Every research study has its Framework and theoretical background. Make sure you include them in your research plan.
• Possible findings and conclusions: The findings and conclusions come at the end of your research. For a wider selection of research poster templates, check out more options here.

Quantitative Research Plan

Strategic Research Plan

Samples of Our Research Plan Templates

• Business Research Plan Template – This template is what you need if you want a research plan that provides a thorough examination of how a service or product will progress in an area that is determined.
• Research Proposal Plan Template – If you’re looking for a research plan that includes a comprehensive explanation regarding a proposed research, and at the same, is addressed to specialists in the same field, then this template is absolutely what you need.
• Quantitative Research Plan Template – This is useful when it comes to making a research plan that addresses the major purpose of the research study.
• Strategic Research Plan Template – If you are seeking for a research plan that is designated in informing an organization’s long-term tasks or projects which require a planned strategy, then this template will make an ideal fit.

Research Plan for Market

Qualitative Research Plan

Research Implementation Plan

Research Study Plan

Significance of a Research Plan

• It can explain the importance of the problem or essential barrier for the development of the field that the proposed project addresses. Find more research paper essay templates by visiting this link.
• It explains how the proposed project will help in improving experimental knowledge, technical abilities, and/or practices that involve in a clinical field or similar extensive settings.
• It assists in describing how the concepts, methods, treatments, services, or technologies that lead this platform in changing if the proposed objectives are accomplished.
• It can determine and state if there are a potential scientific hypothesis for the proposed subject.
• It can state concisely the objectives of the research that will be considered. View a wider selection of research agreement templates right here.
• It helps in summarizing the expected result(s) which includes the impact that the outcomes of the proposed research settings are involved.
• It provides a comprehensive list of certain subject goals of the proposed research.
• It can describe any theoretical ideas, approaches, and methodologies to be developed or utilized, and creates an advantage over existing interventions.

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